SM EnergySM
13F holders, Q3 2025 (September 30)383holders +11
54new positions
41sold out
10famous investors
$24.97avg. 13F price*
At the end of Q3 2025, 383 institutions reported holding SM Energy Co. (SM) in their 13F filings, up 11 from Q2 2025. 54 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($508.8M), Vanguard Group Inc. ($346.0M) and State Street Corp. ($153.6M). 10 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $79.2M |
| Exits | 41 | $36.3M |
All 13F filers, Q2 2025 → Q3 2025: 10,915,754 shares bought and 8,082,279 shares sold, net +2,833,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 20,375,368 | $508.8M |
| Vanguard Group Inc. | 0.01% | Reduce -6.6% | 13,857,207 | $346.0M |
| State Street Corp. | 0.01% | Add +7.2% | 6,150,065 | $153.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.5% | 5,921,769 | $147.9M |
| American Century Companies Inc. | 0.06% | Add +8.9% | 4,585,624 | $114.5M |
| Westwood Holdings Group Inc. | 0.66% | Reduce -2.5% | 3,637,348 | $90.8M |
| JPMorgan Chase & Co. | 0.01% | Add +1.6% | 3,426,926 | $85.6M |
| Macquarie Group Ltd. | 0.09% | Reduce -7.8% | 3,166,912 | $79.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.7% | 2,664,960 | $66.6M |
| Woodline Partners LP | 0.29% | Add +198.9% | 2,429,518 | $60.7M |
| Invesco Ltd. | 0.01% | Add +1.5% | 2,323,065 | $58.0M |
| Point72 Asset Management | 0.10% | New | 1,797,920 | $44.9M |
| Bank of America Corp. | 0.00% | Add +53.5% | 1,756,496 | $43.9M |
| River Road Asset Management, LLC | 0.48% | Reduce -0.9% | 1,721,765 | $43.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +85.7% | 1,369,305 | $34.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.1% | 1,354,265 | $33.8M |
| Morgan Stanley | 0.00% | Reduce -15.4% | 1,306,864 | $32.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 1,304,306 | $32.6M |
| Congress Asset Management Co. | 0.20% | Add +19.9% | 1,212,775 | $30.3M |
| Palisade Capital Management, LP | 0.89% | Reduce -1.9% | 1,159,841 | $29.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 1,043,974 | $26.1M |
| Balyasny Asset Management L.P. | 0.05% | Add +0.7% | 1,026,445 | $25.6M |
| First Trust Advisors LP | 0.02% | Reduce -27.6% | 949,398 | $23.7M |
| Millennium Management | 0.02% | Reduce -14.6% | 929,463 | $23.2M |
| Fisher Asset Management | 0.01% | Add +4.1% | 896,332 | $22.4M |
| Voloridge Investment Management, LLC | 0.07% | Add +7.8% | 881,222 | $22.0M |
| Nuveen, LLC | 0.01% | Reduce -3.6% | 851,710 | $21.3M |
| Frontier Capital Management Co. LLC | 0.18% | Add +4.1% | 796,947 | $19.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -28.6% | 772,772 | $19.3M |
| Jane Street Group, LLC | 0.02% | Reduce -14.3% | 654,748 | $16.3M |
| Alyeska Investment Group, L.P. | 0.05% | Add +100.7% | 616,866 | $15.4M |
| Victory Capital Management Inc. | 0.01% | Add +3.9% | 606,816 | $15.2M |
| Sei Investments Co. | 0.02% | Add +8.6% | 593,856 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 592,940 | $14.8M |
| Tributary Capital Management, LLC | 1.34% | Add +18.4% | 592,881 | $14.8M |
| Aberdeen Group plc | 0.02% | Add +4.2% | 582,652 | $14.6M |
| Kennedy Capital Management LLC | 0.32% | Add +70.6% | 574,107 | $14.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.2% | 555,023 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 542,189 | $13.5M |
| UBS Group AG | 0.00% | Add +69.1% | 541,622 | $13.5M |
| Wedge Capital Management L L P | 0.22% | Reduce -15.0% | 530,025 | $13.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.6% | 514,960 | $12.9M |
| Glenmede Investment Management, LP | 0.06% | Reduce -5.2% | 487,736 | $12.2M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | New | 486,180 | $12.1M |
| Bridgewater Associates | 0.05% | Add +38.1% | 482,150 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.9% | 480,917 | $12.0M |
| Panagora Asset Management Inc. | 0.05% | Add +0.6% | 470,027 | $11.7M |
| Public Sector Pension Investment Board | 0.04% | Add +2.5% | 448,436 | $11.2M |
| LSV Asset Management | 0.02% | Reduce -2.8% | 444,300 | $11.1M |
| D. E. Shaw & Co. | 0.01% | Add +404.2% | 419,260 | $10.5M |
| First Eagle Investment Management, LLC | 0.02% | Add +48.4% | 415,868 | $10.4M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 389,307 | $9.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.2% | 383,745 | $9.6M |
| Verition Fund Management LLC | 0.06% | Add +12.7% | 380,166 | $9.5M |
| Royce & Associates LP | 0.09% | Add +22.6% | 356,608 | $8.9M |
| GMO | 0.02% | Reduce -10.7% | 335,805 | $8.4M |
| Pekin Hardy Strauss, Inc. | 0.81% | Add +4.7% | 319,401 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 314,272 | $7.8M |
| Prudential Financial Inc. | 0.01% | Add +0.3% | 295,571 | $7.4M |
| Citadel Advisors | 0.01% | Reduce -80.0% | 287,825 | $7.2M |
| Barclays PLC | 0.00% | Add +7.7% | 284,616 | $7.1M |
| Wells Fargo & Company | 0.00% | Add +14.1% | 279,425 | $7.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +135.2% | 254,766 | $6.4M |
| Denali Advisors LLC | 0.69% | Reduce -6.2% | 245,572 | $6.1M |
| AQR Capital Management | 0.00% | Add +41.2% | 243,651 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +130.0% | 235,706 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -25.3% | 226,088 | $5.6M |
| Swiss National Bank | 0.00% | Add +1.5% | 221,800 | $5.5M |
| Capital Fund Management S.A. | 0.05% | Reduce -22.8% | 219,834 | $5.5M |
| Algert Global LLC | 0.09% | Add +14.1% | 214,936 | $5.4M |
| CSM Advisors, LLC | 0.15% | Add +25.3% | 209,494 | $5.2M |
| California Public Employees Retirement System | 0.00% | Reduce -0.2% | 204,863 | $5.1M |
| Lighthouse Investment Partners, LLC | 0.17% | New | 184,993 | $4.6M |
| HITE Hedge Asset Management LLC | 0.23% | Reduce -37.5% | 167,523 | $4.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +60.7% | 167,100 | $4.2M |
| Two Sigma Investments, LP | 0.01% | Add +120.2% | 164,864 | $4.1M |
| Peregrine Capital Management LLC | 0.12% | Reduce -0.3% | 163,028 | $4.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +13.2% | 159,810 | $4.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.3% | 149,868 | $3.7M |
| Edgestream Partners, L.P. | 0.11% | Add +7.1% | 147,769 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -48.1% | 147,532 | $3.7M |
| Moody Aldrich Partners LLC | 0.70% | Reduce -16.9% | 147,144 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -14.1% | 143,652 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 142,905 | $3.6M |
| Segall Bryant & Hamill, LLC | 0.05% | Add +18.7% | 141,809 | $3.5M |
| Caxton Associates LLP | 0.09% | Reduce -37.9% | 136,524 | $3.4M |
| Evoke Wealth, LLC | 0.07% | Reduce -14.7% | 133,380 | $3.3M |
| Caption Management, LLC | 0.20% | No change | 129,389 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +6613.6% | 126,485 | $3.2M |
| CoreCommodity Management, LLC | 0.56% | Add +6.0% | 124,262 | $3.1M |
| Dark Forest Capital Management LP | 0.12% | Add +108.0% | 123,388 | $3.1M |
| Holocene Advisors, LP | 0.01% | Reduce -28.3% | 122,855 | $3.1M |
| Creative Planning | 0.00% | Add +44.7% | 118,676 | $3.0M |
| Comerica Bank | 0.01% | Reduce -5.5% | 117,524 | $2.9M |
| Qsemble Capital Management, LP | 0.27% | New | 112,235 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 110,719 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -73.6% | 110,290 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +4.0% | 110,004 | $2.7M |
| PDT Partners, LLC | 0.17% | Reduce -0.1% | 109,603 | $2.7M |
| Insight Wealth Strategies, LLC | 0.32% | Add +0.7% | 108,074 | $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.