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 |
| Thrivent Financial for Lutherans | 0.01% | Add +28.7% | 108,132 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 106,540 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 105,755 | $2.6M |
| Canada Pension Plan Investment Board | 0.00% | Add +79.9% | 104,000 | $2.6M |
| Intech Investment Management LLC | 0.02% | Reduce -16.3% | 103,293 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +11.5% | 102,472 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.8% | 101,052 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -12.2% | 96,916 | $2.4M |
| Voya Investment Management LLC | 0.00% | Reduce -1.0% | 96,869 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +12.5% | 93,828 | $2.3M |
| Boston Partners | 0.00% | Add +141.1% | 91,816 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +2.5% | 86,298 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -19.4% | 83,149 | $2.1M |
| Creative Planning | 0.00% | Add +33.3% | 81,990 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +42.0% | 81,253 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +44.9% | 80,899 | $2.0M |
| Centiva Capital, LP | 0.13% | New | 80,395 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +285.9% | 78,686 | $1.9M |
| Collar Capital Management, LLC | 1.63% | Add +23.6% | 78,181 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Add +51.6% | 74,863 | $1.8M |
| Tanglewood Legacy Advisors, LLC | 0.75% | No change | 74,323 | $1.8M |
| Hodges Capital Management Inc. | 0.18% | No change | 73,908 | $1.8M |
| Massachusetts Financial Services Co. | 0.00% | Add +1.3% | 73,706 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.2% | 71,452 | $1.8M |
| LPL Financial LLC | 0.00% | Add +58.6% | 70,393 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 69,144 | $1.7M |
| Man Group plc | 0.00% | Reduce -44.8% | 68,746 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Reduce -29.9% | 68,155 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Add +7.5% | 68,135 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.2% | 67,826 | $1.7M |
| First National Bank of Omaha | 0.11% | Add +1.3% | 67,312 | $1.7M |
| 1492 Capital Management LLC | 0.74% | Add +0.2% | 64,417 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.1% | 62,584 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.3% | 61,951 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +321.9% | 61,463 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +2.5% | 59,850 | $1.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -15.1% | 59,647 | $1.5M |
| Dark Forest Capital Management LP | 0.06% | Reduce -31.9% | 59,320 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +23.5% | 56,951 | $1.4M |
| Twinbeech Capital LP | 0.03% | Reduce -82.9% | 56,948 | $1.4M |
| Connors Investor Services Inc. | 0.12% | Reduce -0.0% | 55,559 | $1.4M |
| CSS LLC | 0.25% | Add +4.7% | 54,308 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -46.9% | 53,760 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.7% | 53,500 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +28.0% | 52,388 | $1.3M |
| De Lisle Partners LLP | 0.17% | No change | 50,000 | $1.2M |
| Highbridge Capital Management LLC | 0.19% | Reduce -38.8% | 50,000 | $1.2M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -2.1% | 44,590 | $1.2M |
| Gsa Capital Partners LLP | 0.08% | Add +30.1% | 48,591 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -5.5% | 48,222 | $1.2M |
| Summit Global Investments | 0.07% | Add +117.8% | 47,481 | $1.2M |
| Vest Financial, LLC | 0.02% | Reduce -10.6% | 47,053 | $1.2M |
| Jump Financial, LLC | 0.01% | Reduce -47.4% | 46,800 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +68.2% | 46,313 | $1.1M |
| Sendero Wealth Management, LLC | 0.14% | No change | 46,008 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +1.7% | 45,468 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | New | 44,913 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +86.4% | 44,655 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -17.1% | 44,610 | $1.1M |
| Meeder Asset Management Inc. | 0.07% | Add +52341.7% | 44,051 | $1.1M |
| Miller Howard Investments Inc. | 0.03% | Reduce -7.2% | 42,706 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +1.8% | 42,579 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +18.7% | 41,921 | $1.0M |
| Energy Income Partners, LLC | 0.02% | Reduce -1.7% | 40,065 | $990K |
| XTX Topco Ltd | 0.04% | Reduce -22.1% | 39,579 | $978K |
| Cerity Partners LLC | 0.00% | Add +22.5% | 39,378 | $973K |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.1% | 39,357 | $973K |
| TCI Wealth Advisors, Inc. | 0.07% | Add +0.0% | 38,805 | $959K |
| Dana Investment Advisors, Inc. | 0.03% | Add +5.8% | 37,825 | $935K |
| Thomist Capital Management, LP | 0.56% | New | 37,100 | $931K |
| WINTON GROUP Ltd | 0.05% | Add +3.3% | 36,966 | $913K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.3% | 36,872 | $911K |
| KLP Kapitalforvaltning As | 0.00% | Add +6.5% | 36,000 | $890K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -25.8% | 35,855 | $886K |
| Waldron Private Wealth LLC | 0.04% | No change | 35,503 | $877K |
| GF Fund Management Co. LTD. | 0.02% | Add +4.7% | 35,175 | $869K |
| Bank of Montreal | 0.00% | Reduce -2.4% | 34,608 | $855K |
| Ironwood Investment Management LLC | 0.41% | No change | 34,190 | $845K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -16.1% | 34,071 | $842K |
| Maryland State Retirement & Pension System | 0.02% | Add +0.6% | 33,639 | $831K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 33,405 | $825K |
| Amalgamated Bank | 0.01% | Add +0.0% | 32,588 | $805K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 30,830 | $762K |
| Two Sigma Advisers, LP | 0.00% | Reduce -47.4% | 30,500 | $754K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.3% | 29,387 | $726K |
| Diversified Trust Co. | 0.02% | Add +1.8% | 29,209 | $722K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,377 | $701K |
| Mariner, LLC | 0.00% | Add +2.0% | 26,263 | $649K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.8% | 26,051 | $644K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.6% | 25,830 | $638K |
| Fox Run Management, L.L.C. | 0.11% | Add +110.3% | 25,780 | $637K |
| State of Wisconsin Investment Board | 0.00% | Add +27.5% | 25,515 | $630K |
| ProShare Advisors LLC | 0.00% | Reduce -5.4% | 25,492 | $630K |
| Allianz Asset Management GmbH | 0.00% | Reduce -42.9% | 23,614 | $584K |
| Marshall Wace, LLP | 0.00% | New | 22,996 | $568K |
| Inspire Advisors, LLC | 0.06% | Add +26.1% | 22,329 | $552K |
| FMR LLC | 0.00% | Reduce -93.5% | 21,492 | $531K |
| Scientech Research LLC | 0.13% | Add +168.3% | 21,342 | $527K |
| Corient Private Wealth LP | 0.00% | Add +42.0% | 21,166 | $523K |
| Choreo, LLC | 0.01% | Add +19.6% | 20,992 | $519K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -4.2% | 20,966 | $518K |
| Quantinno Capital Management LP | 0.00% | Add +168.7% | 20,799 | $514K |
| STRS Ohio | 0.00% | Add +7.8% | 19,400 | $479K |
| Henshaw Capital LLC | 0.02% | No change | 19,337 | $478K |
| Inspire Investing, LLC | 0.05% | Add +43.0% | 19,034 | $470K |
| SG Americas Securities, LLC | 0.00% | Add +6.8% | 18,920 | $468K |
| Lazard Asset Management LLC | 0.00% | Add +7.0% | 18,957 | $467K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.2% | 18,828 | $465K |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 18,542 | $458K |
| IFP Advisors, Inc | 0.01% | Reduce -11.8% | 18,217 | $451K |
| MQS Management LLC | 0.24% | Add +54.1% | 17,901 | $442K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 17,127 | $423K |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 16,626 | $411K |
| Sippican Capital Advisors | 0.28% | Add +0.7% | 15,741 | $389K |
| Atria Investments, Inc | 0.00% | Add +5.1% | 15,472 | $382K |
| Moody National Bank Trust Division | 0.03% | Reduce -3.4% | 15,000 | $371K |
| Pitcairn Co. | 0.02% | Reduce -20.0% | 14,765 | $365K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.8% | 14,704 | $363K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.6% | 14,069 | $348K |
| Foster & Motley Inc. | 0.02% | Reduce -24.3% | 14,048 | $347K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,824 | $342K |
| iSAM Funds (UK) Ltd | 0.07% | New | 13,587 | $336K |
| Wolverine Trading, LLC | 0.01% | Add +26.1% | 13,162 | $330K |
| HighTower Advisors, LLC | 0.00% | Add +12.1% | 13,040 | $322K |
| Meritage Portfolio Management | 0.02% | Add +5.3% | 13,026 | $322K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -34.9% | 12,935 | $320K |
| Blair William & Co. | 0.00% | Add +0.1% | 12,746 | $315K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Reduce -74.3% | 12,584 | $311K |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.2% | 12,071 | $298K |
| Gibbs Wealth Management | 0.06% | Add +15.6% | 12,062 | $298K |
| MML Investors Services, LLC | 0.00% | Add +9.4% | 12,040 | $298K |
| First National Advisers, LLC | 0.04% | Add +6.3% | 12,026 | $297K |
| Range Financial Group LLC | 0.12% | Reduce -52.4% | 11,950 | $295K |
| Capital Counsel LLC | 0.01% | No change | 11,905 | $294K |
| Cim Investment Management Inc. | 0.06% | Add +2.4% | 7,581 | $294K |
| GTS Securities LLC | 0.01% | Reduce -40.9% | 11,706 | $289K |
| Petrus Trust Company, LTA | 0.03% | Reduce -61.9% | 11,699 | $289K |
| Bailard, Inc. | 0.01% | No change | 11,600 | $287K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 11,575 | $286K |
| Scott Marsh Financial, LLC | 0.11% | — | 11,575 | $286K |
| HRT Financial LP | 0.00% | Reduce -96.3% | 11,571 | $285K |
| Bayesian Capital Management, LP | 0.04% | New | 11,484 | $284K |
| Vestcor Inc | 0.01% | Reduce -75.8% | 11,313 | $280K |
| Texas Yale Capital Corp. | 0.01% | No change | 11,169 | $276K |
| AlphaQuest LLC | 0.03% | Reduce -31.1% | 11,105 | $274K |
| Readystate Asset Management LP | 0.02% | Reduce -30.7% | 11,013 | $272K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.4% | 10,829 | $268K |
| Ethic Inc. | 0.00% | Reduce -72.2% | 10,550 | $265K |
| FIL Ltd | 0.00% | Reduce -4.9% | 10,683 | $264K |
| Gotham Asset Management | 0.00% | Reduce -26.8% | 10,023 | $248K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +25.1% | 9,498 | $235K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -71.8% | 9,220 | $228K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 9,184 | $227K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -56.9% | 9,163 | $226K |
| Schroder Investment Management Group | 0.00% | Reduce -15.1% | 8,758 | $220K |
| Xponance LLC | 0.00% | Add +1.9% | 8,852 | $219K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,341 | $216K |
| Vise Technologies, Inc. | 0.01% | — | 8,602 | $213K |
| DGS Capital Management, LLC | 0.04% | Reduce -12.7% | 8,599 | $212K |
| Walleye Trading LLC | 0.01% | New | 8,578 | $212K |
| Praxis Investment Management Inc. | 0.01% | New | 8,290 | $205K |
| Stonehearth Capital Management, LLC | 0.08% | Add +2.9% | 8,247 | $204K |
| McCarter Private Wealth Services LLC | 0.12% | Reduce -6.8% | 8,178 | $202K |
| Hohimer Wealth Management, LLC | 0.04% | New | 8,176 | $202K |
| Neuberger Berman Group LLC | 0.00% | New | 8,123 | $201K |
| Oakworth Capital, Inc. | 0.01% | No change | 6,408 | $158K |
| Cwm, LLC | 0.00% | Add +60.3% | 6,028 | $149K |
| Wolverine Asset Management LLC | 0.01% | No change | 6,022 | $149K |
| GAMMA Investing LLC | 0.01% | Add +27.3% | 5,971 | $148K |
| Shell Asset Management Co. | 0.01% | Reduce -18.9% | 5,903 | $146K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $143K |
| National Bank of Canada | 0.00% | Reduce -28.0% | 5,667 | $140K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 4,265 | $105K |
| Covestor Ltd | 0.06% | Add +767.3% | 4,137 | $102K |
| EMC Capital Management | 0.06% | New | 4,114 | $102K |
| Cetera Trust Company, N.A | 0.06% | Add +46.8% | 4,060 | $100K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.9% | 3,900 | $96K |
| KBC Group NV | 0.00% | Reduce -25.3% | 3,790 | $94K |
| Legacy Investment Solutions, LLC | 0.04% | — | 3,300 | $82K |
| Legacy Wealth Managment, LLC | 0.04% | Add +25.1% | 3,300 | $82K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 3,276 | $81K |
| Signaturefd, LLC | 0.00% | Add +21.9% | 3,118 | $77K |
| Sterling Capital Management LLC | 0.00% | Add +85.6% | 3,083 | $76K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +51.2% | 2,871 | $71K |
| Summit Securities Group LLC | 0.02% | Add +1642.5% | 2,457 | $61K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.1% | 1,884 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -55.6% | 1,865 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +332.8% | 1,887 | $47K |
| Byrne Asset Management LLC | 0.03% | Add +17.1% | 1,725 | $43K |
| CI Investments Inc. | 0.00% | Reduce -37.0% | 1,574 | $39K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,560 | $39K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -3.0% | 1,475 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.9% | 1,428 | $35K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $35K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.5% | 1,223 | $30K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.0% | 1,097 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.8% | 990 | $24K |
| Kestra Investment Management, LLC | 0.00% | Add +2625.0% | 981 | $24K |
| Fifth Third Bancorp | 0.00% | Reduce -1.8% | 947 | $23K |
| Brooklyn Investment Group | 0.00% | Reduce -22.8% | 879 | $22K |
| Leonteq Securities AG | 0.00% | Add +911.8% | 860 | $21K |
| Bessemer Group Inc. | 0.00% | Add +91.5% | 852 | $21K |
| UMB Bank, n.a. | 0.00% | Reduce -10.3% | 780 | $19K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.9% | 780 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.0% | 631 | $16K |
| Versant Capital Management, Inc | 0.00% | New | 590 | $15K |
| Kiker Wealth Management, LLC | 0.01% | Reduce -98.7% | 523 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 517 | $12K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.8% | 461 | $11K |
| Huntington National Bank | 0.00% | Reduce -6.2% | 457 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +135.8% | 448 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Add +494.7% | 446 | $11K |
| Rise Advisors, LLC | 0.00% | Reduce -12.7% | 420 | $10K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 363 | $9K |
| Arax Advisory Partners | 0.00% | Add +93.6% | 335 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 334 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +9.7% | 327 | $8K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 310 | $8K |
| Sierra Ocean, LLC | 0.01% | Add +314.9% | 307 | $8K |
| MAI Capital Management | 0.00% | New | 298 | $7K |
| Jones Financial Companies LLLP | 0.00% | Add +32.1% | 288 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +13.6% | 292 | $7K |
| CX Institutional | 0.00% | Reduce -93.7% | 275 | $7K |
| Allworth Financial LP | 0.00% | Add +135.8% | 250 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.8% | 246 | $6K |
| Hughes Financial Services, LLC | 0.00% | Add +1100.0% | 204 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -96.8% | 220 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 201 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +294.4% | 213 | $5K |
| Private Trust Co. NA | 0.00% | No change | 195 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +763.6% | 190 | $5K |
| Rothschild Investment LLC | 0.00% | Add +24.1% | 180 | $4K |
| Larson Financial Group LLC | 0.00% | Add +34.9% | 178 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +66.3% | 173 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -61.3% | 156 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 154 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +4133.3% | 127 | $3K |
| Realta Investment Advisors | 0.00% | No change | 122 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 118 | $3K |
| ORG Partners LLC | 0.00% | No change | 100 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +425.0% | 84 | $2K |
| Avion Wealth | 0.00% | Add +129.7% | 85 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -51.8% | 80 | $2K |
| CVA Family Office, LLC | 0.00% | New | 78 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.3% | 75 | $2K |
| Essential Partners LLC | 0.00% | — | 64 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 51 | $1K |
| Addison Advisors LLC | 0.00% | Reduce -85.3% | 50 | $1K |
| SouthState Bank Corp | 0.00% | Add +166.7% | 48 | $1K |
| True Wealth Design, LLC | 0.00% | Add +1466.7% | 47 | $1K |
| Assetmark, Inc. | 0.00% | New | 44 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +82.6% | 42 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 25 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 29 | $1K |
| Archer Investment Corp | 0.00% | Add +100.0% | 40 | $988 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 37 | $923 |
| Clearstead Trust, LLC | 0.00% | New | 37 | $915 |
| Vermillion Wealth Management, Inc. | 0.00% | Add +3.3% | 31 | $759 |
| Quarry LP | 0.00% | Reduce -86.8% | 22 | $544 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 19 | $470 |
| Creative Financial Designs Inc. | 0.00% | Reduce -63.4% | 15 | $371 |
| SBI Securities Co., Ltd. | 0.00% | New | 11 | $272 |
| NewSquare Capital LLC | 0.00% | New | 7 | $173 |
| Evermay Wealth Management LLC | 0.00% | New | 5 | $124 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $124 |
| Abound Wealth Management | 0.00% | No change | 5 | $124 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -94.3% | 3 | $75 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $74 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $24 |
| Hemington Wealth Management | 0.00% | Reduce -81.6% | 14 | $0 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.