SM EnergySM
13F holders, Q2 2025 (June 30)372holders −32
33new positions
68sold out
9famous investors
$24.76avg. 13F price*
At the end of Q2 2025, 372 institutions reported holding SM Energy Co. (SM) in their 13F filings, down 32 from Q1 2025. 33 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($491.8M), Vanguard Group Inc. ($366.8M) and Dimensional Fund Advisors LP ($145.6M). 9 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $76.7M |
| Exits | 68 | $124.3M |
All 13F filers, Q1 2025 → Q2 2025: 13,355,572 shares bought and 14,871,365 shares sold, net −1,515,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 372 holders
| BlackRock, Inc. | 0.01% | Add +12.4% | 19,902,380 | $491.8M |
| Vanguard Group Inc. | 0.01% | Reduce -2.8% | 14,843,403 | $366.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -6.6% | 5,890,818 | $145.6M |
| State Street Corp. | 0.01% | Reduce -9.7% | 5,736,438 | $141.7M |
| American Century Companies Inc. | 0.06% | Add +7.7% | 4,209,870 | $104.0M |
| Westwood Holdings Group Inc. | 0.67% | Add +16.3% | 3,731,350 | $92.2M |
| Macquarie Group Ltd. | 0.10% | Add +38.5% | 3,433,901 | $84.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -20.9% | 3,374,092 | $83.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 2,710,106 | $67.0M |
| Invesco Ltd. | 0.01% | Add +22.2% | 2,289,314 | $56.6M |
| River Road Asset Management, LLC | 0.61% | Reduce -1.1% | 1,738,150 | $48.0M |
| Morgan Stanley | 0.00% | Add +19.5% | 1,545,023 | $38.2M |
| Citadel Advisors | 0.03% | Reduce -40.4% | 1,440,204 | $35.6M |
| Northern Trust Corp. | 0.00% | Reduce -6.0% | 1,315,130 | $32.5M |
| First Trust Advisors LP | 0.03% | Reduce -18.9% | 1,311,420 | $32.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.6% | 1,288,783 | $31.8M |
| Palisade Capital Management, LP | 0.94% | Reduce -3.7% | 1,181,890 | $29.2M |
| Bank of America Corp. | 0.00% | Add +21.8% | 1,144,052 | $28.3M |
| Millennium Management | 0.02% | Reduce -42.3% | 1,088,236 | $26.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +182.4% | 1,082,414 | $26.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.5% | 1,081,835 | $26.7M |
| Balyasny Asset Management L.P. | 0.06% | New | 1,018,960 | $25.2M |
| Congress Asset Management Co. | 0.17% | Reduce -19.7% | 1,011,071 | $25.0M |
| Nuveen, LLC | 0.01% | Add +39.9% | 883,186 | $21.8M |
| Fisher Asset Management | 0.01% | Reduce -0.1% | 861,301 | $21.3M |
| Voloridge Investment Management, LLC | 0.07% | Add +14.9% | 817,070 | $20.2M |
| Woodline Partners LP | 0.11% | New | 812,696 | $20.1M |
| Frontier Capital Management Co. LLC | 0.18% | Reduce -7.9% | 765,825 | $18.9M |
| Jane Street Group, LLC | 0.03% | Add +19.4% | 763,862 | $18.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +44.5% | 737,219 | $18.2M |
| Wedge Capital Management L L P | 0.28% | Add +7.1% | 623,617 | $15.4M |
| Victory Capital Management Inc. | 0.01% | Add +34.7% | 584,209 | $14.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -13.2% | 567,523 | $14.0M |
| Aberdeen Group plc | 0.02% | Add +25.2% | 559,288 | $13.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.7% | 563,312 | $13.9M |
| Sei Investments Co. | 0.02% | Add +8.0% | 546,938 | $13.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -47.6% | 533,435 | $13.2M |
| Raymond James Financial Inc. | 0.00% | Add +2.2% | 528,183 | $13.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -38.8% | 518,160 | $12.8M |
| Freestone Grove Partners LP | 0.10% | Add +155.5% | 518,146 | $12.8M |
| Glenmede Investment Management, LP | 0.06% | — | 514,519 | $12.7M |
| Tributary Capital Management, LLC | 1.10% | Reduce -14.1% | 500,644 | $12.4M |
| Panagora Asset Management Inc. | 0.05% | Add +1.2% | 467,112 | $11.5M |
| LSV Asset Management | 0.03% | Reduce -1.1% | 457,100 | $11.3M |
| Public Sector Pension Investment Board | 0.05% | Add +7.9% | 437,534 | $10.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +46.7% | 417,174 | $10.3M |
| Baird Financial Group, Inc. | 0.02% | Add +1.0% | 392,484 | $9.7M |
| Rhumbline Advisers | 0.01% | Reduce -3.9% | 387,290 | $9.6M |
| GMO | 0.03% | Add +14.3% | 376,005 | $9.3M |
| Bridgewater Associates | 0.03% | Add +873.1% | 349,034 | $8.6M |
| Verition Fund Management LLC | 0.05% | Add +336.4% | 337,212 | $8.3M |
| Kennedy Capital Management LLC | 0.20% | Reduce -25.0% | 336,570 | $8.3M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 329,450 | $8.1M |
| UBS Group AG | 0.00% | Reduce -30.6% | 320,216 | $7.9M |
| Alyeska Investment Group, L.P. | 0.03% | Reduce -41.2% | 307,413 | $7.6M |
| Pekin Hardy Strauss, Inc. | 0.86% | Add +63.4% | 305,006 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +57.3% | 302,800 | $7.5M |
| William Blair Investment Management, LLC | 0.02% | Reduce -57.0% | 301,909 | $7.5M |
| Prudential Financial Inc. | 0.01% | Add +33.1% | 294,546 | $7.3M |
| Royce & Associates LP | 0.07% | Add +7.7% | 290,876 | $7.2M |
| Capital Fund Management S.A. | 0.08% | Add +254.2% | 284,618 | $7.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.4% | 284,079 | $7.0M |
| First Eagle Investment Management, LLC | 0.01% | Add +1.1% | 280,303 | $6.9M |
| HITE Hedge Asset Management LLC | 0.38% | Reduce -81.8% | 268,023 | $6.6M |
| Barclays PLC | 0.00% | Add +37.7% | 264,356 | $6.5M |
| Denali Advisors LLC | 0.67% | Add +52.0% | 261,902 | $6.5M |
| Squarepoint Ops LLC | 0.01% | Add +332.3% | 246,729 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +12.6% | 244,956 | $6.1M |
| Trexquant Investment LP | 0.07% | New | 236,222 | $5.8M |
| Caxton Associates LLP | 0.14% | Add +49.5% | 219,898 | $5.4M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 218,600 | $5.4M |
| Assenagon Asset Management S.A. | 0.01% | New | 218,419 | $5.4M |
| Renaissance Technologies | 0.01% | Reduce -69.6% | 208,900 | $5.2M |
| California Public Employees Retirement System | 0.00% | Reduce -1.2% | 205,239 | $5.1M |
| Algert Global LLC | 0.10% | Add +1310.6% | 188,458 | $4.7M |
| Moody Aldrich Partners LLC | 0.85% | Add +31.1% | 177,045 | $4.4M |
| AQR Capital Management | 0.00% | Add +18.3% | 172,561 | $4.3M |
| Holocene Advisors, LP | 0.01% | Add +134.9% | 171,336 | $4.2M |
| Portolan Capital Management, LLC | 0.26% | New | 170,194 | $4.2M |
| Aventail Capital Group, LP | 0.18% | No change | 167,504 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -38.3% | 167,312 | $4.1M |
| CSM Advisors, LLC | 0.12% | New | 167,250 | $4.1M |
| Peregrine Capital Management LLC | 0.12% | Add +0.4% | 163,517 | $4.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.6% | 158,213 | $3.9M |
| Evoke Wealth, LLC | 0.09% | Add +5.5% | 156,300 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -18.3% | 146,298 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Add +3.1% | 142,900 | $3.5M |
| CW Advisors, LLC | 0.03% | Add +7.4% | 142,602 | $3.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.5% | 141,188 | $3.5M |
| Edgestream Partners, L.P. | 0.09% | New | 137,975 | $3.4M |
| Caption Management, LLC | 0.30% | Add +195.2% | 129,389 | $3.2M |
| Comerica Bank | 0.01% | Add +7.2% | 124,408 | $3.1M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -7.3% | 119,442 | $3.0M |
| CoreCommodity Management, LLC | 0.48% | Add +56.8% | 117,263 | $2.9M |
| Adams Wealth Management | 0.54% | Add +19.3% | 115,513 | $2.9M |
| CacheTech Inc. | 0.53% | Add +19.3% | 115,513 | $2.9M |
| Insight Wealth Strategies, LLC | 0.35% | Add +30.8% | 107,381 | $2.8M |
| NFJ Investment Group, LLC | 0.10% | Add +40.0% | 112,346 | $2.8M |
| PDT Partners, LLC | 0.15% | Add +747.1% | 109,715 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +42.3% | 108,322 | $2.7M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.