SM EnergySM
13F holders, Q1 2025 (March 31)404holders −22
63new positions
84sold out
9famous investors
$29.95avg. 13F price*
At the end of Q1 2025, 404 institutions reported holding SM Energy Co. (SM) in their 13F filings, down 22 from Q4 2024. 63 opened new positions and 84 sold out. The largest holders were BlackRock, Inc. ($530.4M), Vanguard Group Inc. ($457.3M) and State Street Corp. ($190.2M). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $149.2M |
| Exits | 84 | $270.1M |
All 13F filers, Q4 2024 → Q1 2025: 15,972,382 shares bought and 15,271,086 shares sold, net +701,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 17,708,263 | $530.4M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 15,269,443 | $457.3M |
| State Street Corp. | 0.01% | Add +3.9% | 6,349,130 | $190.2M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -3.7% | 6,307,316 | $188.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.9% | 4,267,125 | $127.8M |
| American Century Companies Inc. | 0.07% | Add +6.2% | 3,909,004 | $117.1M |
| Westwood Holdings Group Inc. | 0.73% | Add +51.4% | 3,207,245 | $96.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 2,692,176 | $80.6M |
| Macquarie Group Ltd. | 0.09% | Add +2.5% | 2,478,583 | $74.2M |
| Citadel Advisors | 0.07% | Add +48.4% | 2,417,082 | $72.4M |
| Millennium Management | 0.06% | Add +443.0% | 1,884,536 | $56.4M |
| Invesco Ltd. | 0.01% | Add +169.4% | 1,873,860 | $56.1M |
| River Road Asset Management, LLC | 0.72% | Reduce -0.6% | 1,758,090 | $52.7M |
| First Trust Advisors LP | 0.04% | Reduce -39.7% | 1,617,494 | $48.4M |
| Channing Capital Management, LLC | 1.41% | Add +33.5% | 1,558,569 | $46.7M |
| HITE Hedge Asset Management LLC | 2.73% | New | 1,469,289 | $44.0M |
| Northern Trust Corp. | 0.01% | Reduce -3.5% | 1,398,391 | $41.9M |
| Morgan Stanley | 0.00% | Reduce -8.5% | 1,292,590 | $38.7M |
| Congress Asset Management Co. | 0.28% | Add +15.8% | 1,259,627 | $37.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.9% | 1,232,104 | $36.9M |
| Palisade Capital Management, LP | 1.20% | Add +45.5% | 1,226,895 | $36.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.3% | 1,182,465 | $35.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 1,017,698 | $30.5M |
| Bank of America Corp. | 0.00% | Add +83.7% | 939,540 | $28.1M |
| Fisher Asset Management | 0.01% | Add +66.0% | 861,876 | $25.8M |
| New York State Common Retirement Fund | 0.04% | New | 846,844 | $25.4M |
| Frontier Capital Management Co. LLC | 0.27% | Reduce -31.7% | 831,331 | $24.9M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -39.5% | 710,865 | $21.3M |
| William Blair Investment Management, LLC | 0.06% | Reduce -4.4% | 701,437 | $21.0M |
| Renaissance Technologies | 0.03% | Reduce -4.3% | 687,863 | $20.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.8% | 653,705 | $19.6M |
| Jane Street Group, LLC | 0.03% | Add +498.7% | 639,882 | $19.2M |
| Nuveen, LLC | 0.01% | — | 631,370 | $18.9M |
| Tributary Capital Management, LLC | 1.53% | Add +4.5% | 583,013 | $17.5M |
| Wedge Capital Management L L P | 0.34% | Add +4.0% | 582,370 | $17.4M |
| Alyeska Investment Group, L.P. | 0.06% | New | 522,974 | $15.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.2% | 516,649 | $15.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -62.3% | 510,121 | $15.3M |
| Sei Investments Co. | 0.02% | Add +14.7% | 506,650 | $15.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.3% | 499,854 | $15.0M |
| LSV Asset Management | 0.03% | Add +37.9% | 462,291 | $13.8M |
| Panagora Asset Management Inc. | 0.07% | Add +38.4% | 461,618 | $13.8M |
| UBS Group AG | 0.00% | Reduce -2.7% | 461,044 | $13.8M |
| Kennedy Capital Management LLC | 0.32% | Add +50.3% | 448,609 | $13.4M |
| Aberdeen Group plc | 0.03% | Add +16.9% | 446,759 | $13.4M |
| Victory Capital Management Inc. | 0.01% | Add +272.7% | 433,834 | $13.0M |
| Glenmede Trust Co. NA | 0.07% | Reduce -2.8% | 423,994 | $12.7M |
| Public Sector Pension Investment Board | 0.05% | Add +42.2% | 405,332 | $12.1M |
| Rhumbline Advisers | 0.01% | Add +2.3% | 402,867 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Add +0.7% | 388,639 | $11.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +34.7% | 383,299 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.1% | 375,916 | $11.3M |
| Magnetar Financial LLC | 0.15% | Add +730.4% | 346,986 | $10.4M |
| Twinbeech Capital LP | 0.18% | Add +3635.6% | 333,550 | $10.0M |
| FMR LLC | 0.00% | Reduce -2.5% | 330,124 | $9.9M |
| GMO | 0.03% | Add +38.2% | 329,105 | $9.9M |
| Corigliano Investment Advisers, LLC | 4.39% | New | 328,983 | $9.9M |
| Legal & General Group Plc | 0.00% | Reduce -3.1% | 328,942 | $9.9M |
| HRT Financial LP | 0.06% | New | 308,757 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Reduce -40.1% | 298,924 | $9.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +1363.8% | 284,339 | $8.5M |
| First Eagle Investment Management, LLC | 0.02% | Add +15.3% | 277,303 | $8.3M |
| Citigroup Inc. | 0.01% | Add +0.1% | 271,302 | $8.1M |
| Royce & Associates LP | 0.09% | Add +16.1% | 270,060 | $8.1M |
| Jain Global LLC | 0.15% | New | 242,750 | $7.3M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 221,600 | $6.6M |
| Prudential Financial Inc. | 0.01% | Add +77.7% | 221,306 | $6.6M |
| Foundry Partners, LLC | 0.35% | Add +11.4% | 218,150 | $6.5M |
| Wells Fargo & Company | 0.00% | Reduce -17.4% | 217,643 | $6.5M |
| ExodusPoint Capital Management, LP | 0.08% | New | 211,719 | $6.3M |
| California Public Employees Retirement System | 0.00% | Reduce -0.3% | 207,815 | $6.2M |
| Freestone Grove Partners LP | 0.06% | New | 202,823 | $6.1M |
| Jupiter Asset Management Ltd. | 0.06% | Reduce -35.9% | 199,362 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +114.1% | 192,565 | $5.8M |
| Barclays PLC | 0.00% | Reduce -24.7% | 191,935 | $5.7M |
| Pekin Hardy Strauss, Inc. | 0.68% | Add +8.2% | 186,715 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +77.7% | 178,950 | $5.4M |
| Rafferty Asset Management, LLC | 0.02% | Add +11.8% | 175,413 | $5.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -6.2% | 175,061 | $5.2M |
| Denali Advisors LLC | 0.59% | Add +53.1% | 172,344 | $5.2M |
| Aventail Capital Group, LP | 0.25% | Reduce -33.0% | 167,504 | $5.0M |
| Peregrine Capital Management LLC | 0.16% | Add +31.7% | 162,849 | $4.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -70.4% | 161,825 | $4.8M |
| Evoke Wealth, LLC | 0.12% | Reduce -3.1% | 148,207 | $4.4M |
| Caxton Associates LLP | 0.15% | — | 147,041 | $4.4M |
| AQR Capital Management | 0.00% | Add +43.9% | 145,922 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Add +1.8% | 138,570 | $4.2M |
| Moody Aldrich Partners LLC | 0.85% | Add +2.1% | 135,058 | $4.0M |
| CW Advisors, LLC | 0.05% | Add +13.9% | 132,782 | $4.0M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -13.4% | 128,907 | $3.9M |
| Man Group plc | 0.01% | Reduce -36.7% | 124,572 | $3.7M |
| Intech Investment Management LLC | 0.04% | Add +0.6% | 123,349 | $3.7M |
| Comerica Bank | 0.01% | Reduce -2.8% | 116,055 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -1.2% | 110,338 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 105,452 | $3.2M |
| Focus Partners Wealth | 0.01% | Add +1.4% | 104,654 | $3.1M |
| Townsquare Capital LLC | 0.03% | Reduce -75.0% | 104,202 | $3.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -83.4% | 103,152 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.4% | 102,906 | $3.1M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -3.8% | 101,173 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.9% | 99,885 | $3.0M |
| Homestead Advisers Corp | 0.07% | Reduce -23.4% | 98,900 | $3.0M |
| Voya Investment Management LLC | 0.00% | Add +31.4% | 97,851 | $2.9M |
| Engineers Gate Manager LP | 0.05% | Add +841.2% | 97,184 | $2.9M |
| Adams Wealth Management | 0.57% | Add +32.1% | 96,812 | $2.9M |
| CacheTech Inc. | 0.57% | Add +32.1% | 96,812 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +27.8% | 91,916 | $2.8M |
| Jump Financial, LLC | 0.04% | Add +371.0% | 88,909 | $2.7M |
| Dark Forest Capital Management LP | 0.12% | Add +777.4% | 87,104 | $2.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.4% | 84,179 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -40.7% | 84,042 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -14.4% | 83,393 | $2.5M |
| Insight Wealth Strategies, LLC | 0.33% | Add +60.7% | 82,108 | $2.5M |
| Highbridge Capital Management LLC | 0.39% | New | 81,750 | $2.4M |
| Black Maple Capital Management LP | 1.92% | New | 81,600 | $2.4M |
| Capital Fund Management S.A. | 0.03% | Reduce -44.5% | 80,356 | $2.4M |
| NFJ Investment Group, LLC | 0.08% | No change | 80,260 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +73.1% | 77,268 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 76,123 | $2.3M |
| CoreCommodity Management, LLC | 0.36% | Reduce -28.6% | 74,782 | $2.2M |
| Tanglewood Legacy Advisors, LLC | 0.98% | No change | 74,323 | $2.2M |
| Hodges Capital Management Inc. | 0.22% | Reduce -48.2% | 73,908 | $2.2M |
| Franklin Resources Inc. | 0.00% | Reduce -38.0% | 73,056 | $2.2M |
| Holocene Advisors, LP | 0.01% | New | 72,933 | $2.2M |
| Massachusetts Financial Services Co. | 0.00% | Add +33.9% | 72,796 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -83.0% | 71,241 | $2.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -8.6% | 70,291 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 68,111 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 67,942 | $2.0M |
| First National Bank of Omaha | 0.14% | Add +1.8% | 66,459 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.5% | 65,406 | $2.0M |
| 1492 Capital Management LLC | 1.04% | Reduce -0.1% | 64,297 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.6% | 63,398 | $1.9M |
| Collar Capital Management, LLC | 1.72% | Reduce -1.5% | 63,230 | $1.9M |
| Creative Planning | 0.00% | Add +42.8% | 61,493 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 59,749 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -52.3% | 58,415 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -15.7% | 58,000 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | New | 57,800 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +19.6% | 57,200 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Reduce -69.8% | 57,069 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 55,815 | $1.7M |
| Connors Investor Services Inc. | 0.17% | Reduce -1.1% | 55,566 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.5% | 53,900 | $1.6M |
| Aster Capital Management (DIFC) Ltd | 0.30% | New | 48,896 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 53,810 | $1.6M |
| Vest Financial, LLC | 0.02% | Reduce -20.4% | 52,621 | $1.6M |
| CSS LLC | 0.31% | Add +54.1% | 51,891 | $1.6M |
| US Bancorp \de | 0.00% | Add +2.0% | 51,043 | $1.5M |
| XTX Topco Ltd | 0.08% | New | 50,824 | $1.5M |
| De Lisle Partners LLP | 0.25% | Add +25.0% | 50,000 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -25.6% | 49,392 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -29.1% | 48,329 | $1.4M |
| Advisors Preferred, LLC | 0.19% | New | 47,360 | $1.4M |
| Vestcor Inc | 0.05% | Add +97.9% | 46,727 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 46,117 | $1.4M |
| Miller Howard Investments Inc. | 0.04% | Add +11.9% | 46,039 | $1.4M |
| Sendero Wealth Management, LLC | 0.19% | No change | 46,008 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.0% | 44,701 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 44,386 | $1.3M |
| Caption Management, LLC | 0.06% | Reduce -0.0% | 43,834 | $1.3M |
| Hussman Strategic Advisors, Inc. | 0.30% | Add +100.0% | 42,000 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +534.5% | 41,829 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -78.3% | 41,376 | $1.2M |
| Atom Investors LP | 0.15% | New | 41,003 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.7% | 40,915 | $1.2M |
| Energy Income Partners, LLC | 0.02% | Add +2.8% | 40,749 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -40.0% | 40,621 | $1.2M |
| Kiker Wealth Management, LLC | 0.81% | New | 39,847 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 39,756 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.09% | Reduce -0.3% | 38,799 | $1.2M |
| Boston Partners | 0.00% | Add +28.6% | 38,085 | $1.1M |
| Ethic Inc. | 0.02% | Reduce -26.1% | 37,987 | $1.1M |
| Gsa Capital Partners LLP | 0.10% | Add +201.7% | 37,357 | $1.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +49.4% | 37,095 | $1.1M |
| DRW Securities, LLC | 0.09% | New | 36,178 | $1.1M |
| Bridgewater Associates | 0.01% | Reduce -88.2% | 35,869 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Add +27.4% | 35,781 | $1.1M |
| Dana Investment Advisors, Inc. | 0.04% | Add +7.1% | 35,762 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | Reduce -0.0% | 35,503 | $1.1M |
| Bank of Montreal | 0.00% | Add +11.6% | 35,475 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -87.0% | 45,539 | $1.1M |
| Empowered Funds, LLC | 0.02% | Reduce -68.3% | 35,312 | $1.1M |
| Ironwood Investment Management LLC | 0.56% | No change | 34,190 | $1.0M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -4.5% | 33,800 | $1.0M |
| GF Fund Management Co. LTD. | 0.02% | Reduce -3.8% | 33,584 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.8% | 33,427 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 32,820 | $983K |
| Los Angeles Capital Management LLC | 0.00% | Add +26.3% | 32,714 | $980K |
| Amalgamated Bank | 0.01% | Reduce -2.8% | 32,580 | $976K |
| Cerity Partners LLC | 0.00% | Reduce -27.7% | 32,149 | $963K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 30,830 | $923K |
| Petrus Trust Company, LTA | 0.09% | Add +289.9% | 30,682 | $919K |
| Bryce Point Capital, LLC | 0.66% | New | 29,120 | $879K |
| Diversified Trust Co. | 0.02% | Add +31.8% | 28,704 | $860K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -17.1% | 28,377 | $850K |
| Cresset Asset Management, LLC | 0.00% | Add +3.1% | 27,536 | $825K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 27,381 | $820K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 26,946 | $807K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.6% | 26,251 | $786K |
| Mariner, LLC | 0.00% | Reduce -81.0% | 25,739 | $771K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 25,390 | $760K |
| Sciencast Management LP | 0.17% | Reduce -9.0% | 25,260 | $757K |
| Range Financial Group LLC | 0.33% | Add +16.9% | 25,119 | $752K |
| Empirical Finance, LLC | 0.04% | Add +0.5% | 24,856 | $744K |
| Virtu Financial LLC | 0.04% | New | 24,812 | $743K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 24,685 | $739K |
| Quadrant Capital Group LLC | 0.03% | Add +221.5% | 24,308 | $728K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -17.2% | 23,957 | $717K |
| Radnor Capital Management, LLC | 0.11% | Reduce -17.7% | 22,325 | $669K |
| Jefferies Financial Group Inc. | 0.01% | New | 21,888 | $656K |
| Summit Global Investments | 0.05% | Add +90.5% | 21,799 | $653K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 21,258 | $637K |
| IFP Advisors, Inc | 0.02% | Add +349.4% | 20,642 | $618K |
| Gallacher Capital Management LLC | 0.30% | Add +149.3% | 20,458 | $613K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +145.1% | 20,393 | $611K |
| State of Wisconsin Investment Board | 0.00% | Reduce -51.6% | 20,010 | $599K |
| Ellevest, Inc. | 0.04% | Reduce -26.6% | 19,893 | $596K |
| Zacks Investment Management | 0.01% | New | 19,864 | $595K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -70.8% | 19,861 | $595K |
| GTS Securities LLC | 0.03% | Reduce -26.3% | 19,802 | $593K |
| Stifel Financial Corp. | 0.00% | Reduce -26.8% | 19,494 | $584K |
| Vident Advisory, LLC | 0.01% | Add +18.0% | 19,470 | $583K |
| Henshaw Capital LLC | 0.03% | Add +26.2% | 19,337 | $579K |
| Neo Ivy Capital Management | 0.18% | Reduce -78.1% | 18,634 | $558K |
| Foster & Motley Inc. | 0.04% | Add +110.1% | 18,560 | $556K |
| Pitcairn Co. | 0.03% | Reduce -13.0% | 18,450 | $553K |
| STRS Ohio | 0.00% | Reduce -25.3% | 18,000 | $539K |
| SG Americas Securities, LLC | 0.00% | Add +122.3% | 17,723 | $531K |
| Inspire Advisors, LLC | 0.06% | Add +13.7% | 17,708 | $530K |
| Lazard Asset Management LLC | 0.00% | Add +51.5% | 17,721 | $529K |
| Choreo, LLC | 0.01% | Reduce -5.8% | 17,549 | $526K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.1% | 17,423 | $522K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.8% | 17,238 | $516K |
| Cetera Investment Advisers | 0.00% | Reduce -44.0% | 16,682 | $500K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 16,662 | $499K |
| AlphaQuest LLC | 0.05% | Add +71.4% | 16,119 | $483K |
| Readystate Asset Management LP | 0.04% | Add +60.9% | 15,899 | $476K |
| Sippican Capital Advisors | 0.35% | Reduce -4.3% | 15,625 | $468K |
| Moody National Bank Trust Division | 0.05% | Add +3.6% | 15,534 | $465K |
| Verdence Capital Advisors LLC | 0.03% | Add +57.5% | 15,127 | $453K |
| Corient Private Wealth LP | 0.00% | Reduce -32.6% | 14,904 | $446K |
| Atria Investments, Inc | 0.01% | Add +8.5% | 14,718 | $441K |
| HSBC Holdings PLC | 0.00% | Reduce -28.0% | 14,570 | $437K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 14,236 | $426K |
| Trust Point Inc. | 0.04% | Reduce -38.0% | 14,138 | $423K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,824 | $414K |
| Gotham Asset Management | 0.00% | Reduce -65.0% | 13,698 | $410K |
| Algert Global LLC | 0.01% | Reduce -11.6% | 13,360 | $400K |
| Inspire Investing, LLC | 0.05% | Add +16.2% | 13,306 | $399K |
| PDT Partners, LLC | 0.03% | Reduce -57.2% | 12,952 | $388K |
| Blair William & Co. | 0.00% | Add +13.4% | 12,733 | $381K |
| Polymer Capital Management (US) LLC | 0.12% | New | 12,729 | $381K |
| Meritage Portfolio Management | 0.02% | Reduce -4.0% | 12,364 | $370K |
| Fox Run Management, L.L.C. | 0.06% | Add +9.7% | 12,260 | $367K |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.6% | 12,216 | $366K |
| Capital Counsel LLC | 0.02% | No change | 11,905 | $357K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.1% | 11,636 | $348K |
| MQS Management LLC | 0.20% | New | 11,618 | $348K |
| Bailard, Inc. | 0.01% | Reduce -0.1% | 11,600 | $347K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 11,575 | $347K |
| First National Advisers, LLC | 0.05% | New | 11,318 | $339K |
| FIL Ltd | 0.00% | Reduce -1.1% | 11,231 | $336K |
| Texas Yale Capital Corp. | 0.01% | No change | 11,169 | $335K |
| MML Investors Services, LLC | 0.00% | Add +4.9% | 11,006 | $330K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 10,986 | $329K |
| Gibbs Wealth Management | 0.08% | Add +32.2% | 10,432 | $312K |
| Wolverine Trading, LLC | 0.01% | New | 10,440 | $307K |
| Schroder Investment Management Group | 0.00% | New | 10,317 | $303K |
| DGS Capital Management, LLC | 0.08% | Add +7.6% | 9,847 | $295K |
| Principal Securities, Inc. | 0.01% | No change | 6,951 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.5% | 8,800 | $264K |
| McCarter Private Wealth Services LLC | 0.17% | No change | 8,778 | $263K |
| Stephens Inc. | 0.00% | New | 8,695 | $260K |
| Xponance LLC | 0.00% | Add +6.3% | 8,688 | $260K |
| AIA Group Ltd | 0.01% | Add +32.7% | 8,631 | $258K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +12.7% | 8,355 | $250K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.9% | 8,271 | $248K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -10.9% | 8,271 | $248K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 8,235 | $247K |
| Stonehearth Capital Management, LLC | 0.10% | Add +22.8% | 8,016 | $240K |
| Scientech Research LLC | 0.06% | New | 7,953 | $238K |
| National Bank of Canada | 0.00% | Add +12.9% | 7,872 | $236K |
| Quantinno Capital Management LP | 0.00% | Add +15.2% | 7,742 | $232K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +60.5% | 7,591 | $227K |
| Corient IA LP | 0.16% | — | 7,500 | $225K |
| Evergreen Capital Management LLC | 0.01% | Add +27.1% | 7,454 | $223K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.5% | 7,425 | $222K |
| Cim Investment Management Inc. | 0.05% | Reduce -2.3% | 7,405 | $222K |
| United Services Automobile Association | 0.01% | New | 7,542 | $222K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 7,281 | $218K |
| Guggenheim Capital LLC | 0.00% | Add +15.6% | 6,808 | $204K |
| Olympiad Research LP | 0.24% | New | 6,800 | $204K |
| Oakworth Capital, Inc. | 0.01% | No change | 6,408 | $192K |
| Wolverine Asset Management LLC | 0.01% | New | 6,022 | $180K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.08% | New | 5,969 | $179K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $166K |
| KBC Group NV | 0.00% | Add +4.5% | 5,075 | $152K |
| GAMMA Investing LLC | 0.01% | Reduce -13.6% | 4,689 | $140K |
| CX Institutional | 0.00% | Reduce -79.0% | 4,330 | $130K |
| Smartleaf Asset Management LLC | 0.01% | Add +1.4% | 4,197 | $123K |
| Cwm, LLC | 0.00% | Add +34.0% | 3,760 | $113K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.9% | 5,195 | $106K |
| Simplex Trading, LLC | 0.00% | Reduce -59.5% | 3,458 | $103K |
| NewEdge Advisors, LLC | 0.00% | Add +44.9% | 3,248 | $97K |
| Cetera Trust Company, N.A | 0.05% | Add +13.3% | 2,765 | $83K |
| Legacy Wealth Managment, LLC | 0.06% | Add +52.2% | 2,639 | $79K |
| Signaturefd, LLC | 0.00% | Reduce -11.3% | 2,558 | $77K |
| CI Investments Inc. | 0.00% | Add +4.1% | 2,497 | $75K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.1% | 2,143 | $64K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +73.1% | 1,899 | $57K |
| Sterling Capital Management LLC | 0.00% | Reduce -91.3% | 1,661 | $50K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +57.6% | 1,560 | $47K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +80.7% | 1,520 | $46K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,500 | $45K |
| Byrne Asset Management LLC | 0.04% | Add +172.8% | 1,473 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $42K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,254 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.6% | 1,232 | $37K |
| Brooklyn Investment Group | 0.01% | Add +1097.9% | 1,138 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +200.8% | 1,119 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +69.5% | 1,017 | $30K |
| Fifth Third Bancorp | 0.00% | Add +2.2% | 964 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -40.6% | 910 | $27K |
| UMB Bank, n.a. | 0.00% | Add +16.0% | 870 | $26K |
| Coldstream Capital Management Inc. | 0.00% | New | 809 | $24K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.5% | 773 | $23K |
| Lindbrook Capital, LLC | 0.00% | Reduce -18.1% | 547 | $16K |
| Hexagon Capital Partners LLC | 0.00% | Add +10.6% | 545 | $16K |
| Lanark Financial, Inc. | 0.00% | — | 517 | $15K |
| Huntington National Bank | 0.00% | Reduce -25.9% | 487 | $15K |
| Rise Advisors, LLC | 0.01% | Add +33.6% | 481 | $14K |
| Covestor Ltd | 0.01% | Add +0.2% | 477 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.5% | 436 | $13K |
| Bessemer Group Inc. | 0.00% | Add +36.1% | 445 | $13K |
| Optiver Holding B.V. | 0.00% | New | 403 | $12K |
| GW&K Investment Management, LLC | 0.00% | Reduce -72.5% | 401 | $12K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +290.3% | 363 | $11K |
| Addison Advisors LLC | 0.00% | Add +78.5% | 341 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -19.9% | 334 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.2% | 327 | $10K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 310 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 298 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 257 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 234 | $7K |
| WealthCollab, LLC | 0.00% | No change | 225 | $7K |
| Jones Financial Companies LLLP | 0.00% | Add +336.0% | 218 | $6K |
| Private Trust Co. NA | 0.00% | No change | 195 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +17.3% | 190 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 183 | $5K |
| Arax Advisory Partners | 0.00% | Add +284.4% | 173 | $5K |
| Quarry LP | 0.00% | Add +18.4% | 167 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +492.9% | 166 | $5K |
| SVB Wealth LLC | 0.00% | New | 153 | $5K |
| Rothschild Investment LLC | 0.00% | Add +262.5% | 145 | $4K |
| Summit Securities Group LLC | 0.00% | New | 141 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 141 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 132 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -66.3% | 122 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 118 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 104 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 101 | $3K |
| ORG Partners LLC | 0.00% | New | 100 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $3K |
| Leonteq Securities AG | 0.00% | No change | 85 | $3K |
| Meeder Asset Management Inc. | 0.00% | New | 84 | $3K |
| Allworth Financial LP | 0.00% | Reduce -46.2% | 106 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 80 | $2K |
| Sierra Ocean, LLC | 0.00% | Add +94.7% | 74 | $2K |
| Hemington Wealth Management | 0.00% | Reduce -12.6% | 76 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 75 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 57 | $2K |
| Quent Capital, LLC | 0.00% | No change | 54 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 54 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -47.0% | 53 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 51 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 47 | $1K |
| Creative Financial Designs Inc. | 0.00% | Add +41.4% | 41 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 37 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 36 | $1K |
| Avion Wealth | 0.00% | No change | 37 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 29 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 30 | $912 |
| Stephens Consulting, LLC | 0.00% | New | 30 | $899 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 23 | $689 |
| Private Wealth Management Group, LLC | 0.00% | No change | 22 | $659 |
| Archer Investment Corp | 0.00% | Reduce -99.0% | 20 | $599 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 20 | $599 |
| SouthState Bank Corp | 0.00% | New | 18 | $540 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $510 |
| Hughes Financial Services, LLC | 0.00% | New | 17 | $506 |
| Rialto Wealth Management, LLC | 0.00% | New | 16 | $480 |
| CoreCap Advisors, LLC | 0.00% | New | 15 | $449 |
| Highline Wealth Partners LLC | 0.00% | New | 14 | $419 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $419 |
| Global Financial Private Client, LLC | 0.00% | Add +62.5% | 13 | $389 |
| WealthTrak Capital Management LLC | 0.00% | Add +100.0% | 10 | $300 |
| Abound Wealth Management | 0.00% | Reduce -37.5% | 5 | $150 |
| Private Wealth Asset Management, LLC | 0.00% | — | 5 | $150 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $90 |
| True Wealth Design, LLC | 0.00% | New | 3 | $90 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $59 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $30 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.