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 |
| Boston Partners | 0.00% | Add +17.4% | 107,820 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +14.1% | 107,097 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +9.9% | 106,557 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.9% | 101,932 | $2.6M |
| CacheTech Inc. | 0.52% | Reduce -10.3% | 103,676 | $2.6M |
| NFJ Investment Group, LLC | 0.09% | Reduce -9.9% | 101,192 | $2.5M |
| Adams Wealth Management | 0.51% | Reduce -17.7% | 95,079 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -16.2% | 90,621 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +4.4% | 90,120 | $2.3M |
| Man Group plc | 0.00% | Add +28.8% | 88,546 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.2% | 83,452 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +34.3% | 82,534 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -15.1% | 82,260 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.0% | 82,063 | $2.0M |
| Collar Capital Management, LLC | 1.43% | Add +4.0% | 81,347 | $2.0M |
| Massachusetts Financial Services Co. | 0.00% | Add +7.0% | 78,894 | $2.0M |
| ExodusPoint Capital Management, LP | 0.03% | New | 77,016 | $1.9M |
| Marshall Wace, LLP | 0.00% | Add +231.2% | 76,161 | $1.9M |
| Engineers Gate Manager LP | 0.02% | Add +9.6% | 74,673 | $1.9M |
| Hodges Capital Management Inc. | 0.16% | Add +0.9% | 74,613 | $1.9M |
| Tanglewood Legacy Advisors, LLC | 0.72% | No change | 74,323 | $1.9M |
| Aquatic Capital Management LLC | 0.03% | New | 73,194 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +25.7% | 71,599 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -10.0% | 70,821 | $1.8M |
| First National Bank of Omaha | 0.11% | Add +3.9% | 69,935 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -3.0% | 69,318 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 68,997 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | No change | 67,826 | $1.7M |
| 1492 Capital Management LLC | 0.65% | Reduce -0.3% | 64,220 | $1.6M |
| Energy Income Partners, LLC | 0.03% | Add +57.5% | 63,103 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +19.9% | 62,807 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Add +16.3% | 62,531 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -9.1% | 61,912 | $1.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -2.0% | 58,449 | $1.5M |
| Ironwood Investment Management LLC | 0.62% | Add +65.2% | 56,490 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -6.8% | 55,810 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.5% | 55,443 | $1.4M |
| Connors Investor Services Inc. | 0.11% | Reduce -2.9% | 53,952 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -48.6% | 53,099 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 53,046 | $1.3M |
| Magnetar Financial LLC | 0.01% | New | 53,015 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.3% | 52,800 | $1.3M |
| Highbridge Capital Management LLC | 0.18% | No change | 50,000 | $1.2M |
| WINTON GROUP Ltd | 0.05% | Add +33.7% | 49,435 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +9.1% | 48,995 | $1.2M |
| US Bancorp \de | 0.00% | Add +1.5% | 48,942 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 47,650 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +2.7% | 47,550 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.8% | 47,254 | $1.2M |
| Sendero Wealth Management, LLC | 0.13% | No change | 46,008 | $1.1M |
| Summit Global Investments | 0.07% | Reduce -3.3% | 45,928 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +6.9% | 45,529 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Add +1.7% | 45,362 | $1.1M |
| Meeder Asset Management Inc. | 0.06% | Add +1.5% | 44,701 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | Add +8.5% | 42,710 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +7.4% | 42,283 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.3% | 42,050 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +16.4% | 41,900 | $1.0M |
| Jump Financial, LLC | 0.01% | Reduce -10.8% | 41,735 | $1.0M |
| Aventail Capital Group, LP | 0.05% | Reduce -75.1% | 41,650 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +7.6% | 40,690 | $1.0M |
| Empowered Funds, LLC | 0.01% | Reduce -3.8% | 40,319 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +109.3% | 39,594 | $989K |
| Yousif Capital Management, LLC | 0.01% | Reduce -15.5% | 38,426 | $959K |
| Miller Howard Investments Inc. | 0.03% | Reduce -10.8% | 38,092 | $951K |
| Squarepoint Ops LLC | 0.00% | Reduce -84.7% | 37,873 | $946K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 36,490 | $911K |
| XTX Topco Ltd | 0.05% | Reduce -8.4% | 36,252 | $905K |
| Waldron Private Wealth LLC | 0.04% | No change | 35,503 | $887K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -0.2% | 44,507 | $861K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 33,870 | $846K |
| Amalgamated Bank | 0.01% | Add +2.2% | 33,311 | $832K |
| Diversified Trust Co. | 0.02% | Add +13.3% | 33,089 | $826K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -10.7% | 32,914 | $822K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +22.3% | 31,591 | $789K |
| BNP Paribas Financial Markets | 0.00% | Add +157.3% | 31,063 | $776K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -11.7% | 31,049 | $775K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -24.1% | 29,459 | $736K |
| Vest Financial, LLC | 0.01% | Reduce -37.5% | 29,422 | $735K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.4% | 29,276 | $731K |
| Gsa Capital Partners LLP | 0.06% | Reduce -41.1% | 28,604 | $714K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,377 | $709K |
| Quantinno Capital Management LP | 0.00% | Add +33.9% | 27,851 | $695K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -22.8% | 27,699 | $692K |
| Horizon Investments, LLC | 0.01% | New | 26,889 | $665K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -15.0% | 26,219 | $655K |
| Vestcor Inc | 0.02% | Add +129.4% | 25,955 | $648K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.8% | 25,851 | $645K |
| Point72 (DIFC) Ltd | 0.04% | New | 24,779 | $619K |
| FMR LLC | 0.00% | Add +14.9% | 24,686 | $616K |
| Bank of Montreal | 0.00% | Reduce -30.0% | 24,213 | $605K |
| Wolverine Trading, LLC | 0.01% | Add +68.6% | 22,189 | $574K |
| Cetera Investment Advisers | 0.00% | Add +34.6% | 22,380 | $559K |
| Mariner, LLC | 0.00% | Reduce -15.1% | 22,299 | $557K |
| Two Sigma Advisers, LP | 0.00% | Reduce -27.5% | 22,100 | $552K |
| Inspire Investing, LLC | 0.05% | Add +15.6% | 21,994 | $549K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 21,524 | $537K |
| Henshaw Capital LLC | 0.02% | Add +10.8% | 21,426 | $535K |
| Stifel Financial Corp. | 0.00% | Add +12.6% | 20,876 | $521K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 20,860 | $521K |
| Boothbay Fund Management, LLC | 0.01% | New | 20,470 | $511K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -41.1% | 20,071 | $501K |
| Inspire Advisors, LLC | 0.05% | Reduce -11.5% | 19,766 | $494K |
| Walleye Trading LLC | 0.01% | Add +130.1% | 19,734 | $493K |
| Freestone Grove Partners LP | 0.00% | Reduce -96.3% | 19,454 | $486K |
| Corient Private Wealth LP | 0.00% | Reduce -9.0% | 19,254 | $481K |
| Wolverine Asset Management LLC | 0.03% | Add +218.6% | 19,187 | $479K |
| iSAM Funds (UK) Ltd | 0.10% | Add +40.1% | 19,042 | $475K |
| Lazard Asset Management LLC | 0.00% | No change | 18,957 | $473K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,828 | $470K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.07% | New | 18,514 | $462K |
| GTS Securities LLC | 0.02% | Add +56.9% | 18,365 | $459K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 17,653 | $441K |
| Prelude Capital Management, LLC | 0.03% | New | 17,469 | $436K |
| IFP Advisors, Inc | 0.01% | Reduce -6.0% | 17,131 | $428K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -50.9% | 16,526 | $413K |
| Concentric Capital Strategies, LP | 0.02% | New | 16,403 | $410K |
| Sippican Capital Advisors | 0.26% | Add +0.0% | 15,742 | $393K |
| Atria Investments, Inc | 0.00% | Reduce -0.5% | 15,403 | $385K |
| Moody National Bank Trust Division | 0.03% | Add +0.3% | 15,046 | $376K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,824 | $345K |
| HighTower Advisors, LLC | 0.00% | Add +5.4% | 13,743 | $343K |
| Pitcairn Co. | 0.03% | Reduce -8.2% | 13,562 | $339K |
| Gryphon Financial Partners LLC | 0.04% | New | 13,030 | $325K |
| MML Investors Services, LLC | 0.00% | Add +8.2% | 13,022 | $325K |
| Graham Capital Management, L.P. | 0.02% | New | 12,982 | $324K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.4% | 12,877 | $322K |
| Blair William & Co. | 0.00% | Add +0.1% | 12,757 | $319K |
| Fieldview Capital Management, LLC | 0.05% | New | 12,711 | $317K |
| First National Advisers, LLC | 0.04% | Add +4.8% | 12,604 | $315K |
| Aristeia Capital, L.L.C. | 0.02% | New | 12,222 | $305K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,172 | $304K |
| Foster & Motley Inc. | 0.02% | Reduce -14.9% | 11,959 | $299K |
| Capital Counsel LLC | 0.01% | No change | 11,905 | $297K |
| Bailard, Inc. | 0.01% | Add +0.2% | 11,624 | $290K |
| Entropy Technologies, LP | 0.02% | New | 11,365 | $284K |
| Texas Yale Capital Corp. | 0.01% | No change | 11,169 | $279K |
| Virtu Financial LLC | 0.02% | New | 10,946 | $273K |
| State of Wisconsin Investment Board | 0.00% | Reduce -57.2% | 10,915 | $273K |
| Renaissance Technologies | 0.00% | Reduce -95.0% | 10,500 | $262K |
| Trust Point Inc. | 0.02% | New | 10,469 | $261K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.6% | 10,401 | $260K |
| Twinbeech Capital LP | 0.01% | Reduce -81.8% | 10,375 | $259K |
| Gotham Asset Management | 0.00% | Add +2.6% | 10,281 | $257K |
| Gibbs Wealth Management | 0.06% | Reduce -14.9% | 10,262 | $256K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.6% | 9,857 | $246K |
| Bridgefront Capital, LLC | 0.07% | New | 9,824 | $245K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 9,686 | $242K |
| Range Financial Group LLC | 0.09% | Reduce -19.2% | 9,660 | $241K |
| Arete Wealth Advisors, LLC | 0.02% | New | 9,660 | $241K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -17.6% | 9,540 | $238K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.4% | 9,486 | $237K |
| Evergreen Capital Management LLC | 0.01% | New | 9,097 | $227K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -1.5% | 9,047 | $226K |
| Xponance LLC | 0.00% | Add +0.7% | 8,913 | $223K |
| Vise Technologies, Inc. | 0.01% | Add +1.3% | 8,717 | $218K |
| Two Sigma Securities, LLC | 0.03% | New | 8,630 | $215K |
| Neuberger Berman Group LLC | 0.00% | Add +5.7% | 8,586 | $214K |
| Stonehearth Capital Management, LLC | 0.08% | Add +2.6% | 8,465 | $211K |
| Heritage Family Offices, LLP | 0.10% | New | 8,419 | $210K |
| Meritage Portfolio Management | 0.01% | Reduce -35.7% | 8,377 | $209K |
| Praxis Investment Management Inc. | 0.01% | No change | 8,290 | $207K |
| Intrust Bank NA | 0.02% | New | 8,175 | $204K |
| Lee Financial Co | 0.03% | New | 8,023 | $200K |
| Sterling Capital Management LLC | 0.00% | Add +156.4% | 7,906 | $197K |
| Acadian Asset Management LLC | 0.00% | New | 7,236 | $180K |
| GAMMA Investing LLC | 0.01% | Add +15.0% | 6,865 | $171K |
| Cwm, LLC | 0.00% | Add +3.6% | 6,248 | $156K |
| Oakworth Capital, Inc. | 0.01% | Reduce -3.4% | 6,188 | $155K |
| Covestor Ltd | 0.08% | Add +47.6% | 6,106 | $152K |
| National Bank of Canada | 0.00% | Add +4.9% | 5,945 | $148K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $147K |
| Bessemer Group Inc. | 0.00% | Add +501.1% | 5,121 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.0% | 4,180 | $104K |
| EMC Capital Management | 0.05% | No change | 4,114 | $103K |
| Cetera Trust Company, N.A | 0.06% | No change | 4,060 | $101K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.6% | 3,838 | $96K |
| KBC Group NV | 0.00% | No change | 3,790 | $95K |
| Quadrant Capital Group LLC | 0.00% | New | 3,740 | $93K |
| Legacy Wealth Managment, LLC | 0.04% | Add +3.8% | 3,425 | $86K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 3,299 | $82K |
| Advisory Services Network, LLC | 0.00% | New | 3,208 | $80K |
| Signaturefd, LLC | 0.00% | Reduce -2.0% | 3,056 | $76K |
| AlphaQuest LLC | 0.00% | Reduce -77.5% | 2,493 | $62K |
| Shell Asset Management Co. | 0.01% | Reduce -59.0% | 2,417 | $60K |
| State of Wyoming | 0.01% | New | 2,249 | $56K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.1% | 2,034 | $53K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +36.3% | 2,010 | $50K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.6% | 1,936 | $48K |
| Versant Capital Management, Inc | 0.01% | Add +201.0% | 1,776 | $44K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,739 | $43K |
| Byrne Asset Management LLC | 0.03% | No change | 1,725 | $43K |
| Point72 Europe (London) LLP | 0.00% | New | 1,626 | $41K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,560 | $39K |
| Hantz Financial Services, Inc. | 0.00% | Add +220.6% | 1,430 | $36K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,429 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +316.7% | 1,200 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +27.5% | 1,262 | $32K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,245 | $31K |
| First Horizon Corp. | 0.00% | — | 1,182 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +7.4% | 1,178 | $29K |
| Leonteq Securities AG | 0.00% | Add +32.4% | 1,139 | $28K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -91.5% | 1,066 | $27K |
| CI Investments Inc. | 0.00% | Reduce -32.9% | 1,057 | $26K |
| Fifth Third Bancorp | 0.00% | Add +7.2% | 1,015 | $25K |
| UMB Bank, n.a. | 0.00% | Add +21.0% | 944 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.6% | 877 | $22K |
| Global Retirement Partners, LLC | 0.00% | Add +452.6% | 851 | $21K |
| STRS Ohio | 0.00% | Reduce -95.9% | 800 | $20K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.9% | 787 | $20K |
| Arax Advisory Partners | 0.00% | Add +124.5% | 752 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.1% | 701 | $18K |
| Federated Hermes, Inc. | 0.00% | Add +45.3% | 670 | $17K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -77.1% | 657 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 517 | $13K |
| Private Trust Co. NA | 0.00% | Add +157.9% | 503 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +62.3% | 474 | $12K |
| Rise Advisors, LLC | 0.00% | Add +9.8% | 461 | $12K |
| Huntington National Bank | 0.00% | Reduce -1.8% | 449 | $11K |
| Optiver Holding B.V. | 0.00% | Add +171.2% | 423 | $11K |
| Salomon & Ludwin, LLC | 0.00% | New | 367 | $9K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 363 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 327 | $8K |
| Allworth Financial LP | 0.00% | Add +27.2% | 318 | $8K |
| CX Institutional | 0.00% | No change | 275 | $7K |
| Quarry LP | 0.00% | Add +1145.5% | 274 | $7K |
| Principal Securities, Inc. | 0.00% | Add +12.7% | 248 | $6K |
| Simplex Trading, LLC | 0.00% | New | 267 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.4% | 218 | $5K |
| Crewe Advisors LLC | 0.00% | New | 217 | $5K |
| Strategic Advocates LLC | 0.00% | New | 211 | $5K |
| Larson Financial Group LLC | 0.00% | Add +15.2% | 205 | $5K |
| MAI Capital Management | 0.00% | Reduce -32.5% | 201 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 190 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -59.6% | 181 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 173 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -5.6% | 170 | $4K |
| Bare Financial Services, Inc | 0.00% | Reduce -20.2% | 170 | $4K |
| SJS Investment Consulting Inc. | 0.00% | New | 146 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 145 | $4K |
| MV Capital Management, Inc. | 0.00% | No change | 127 | $3K |
| Realta Investment Advisors | 0.00% | No change | 122 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 103 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +22.6% | 103 | $3K |
| ORG Partners LLC | 0.00% | No change | 100 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $2K |
| True Wealth Design, LLC | 0.00% | Add +70.2% | 80 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 80 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 78 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $2K |
| Essential Partners LLC | 0.00% | No change | 64 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $1K |
| Quent Capital, LLC | 0.00% | New | 55 | $1K |
| Kilter Group LLC | 0.00% | New | 53 | $1K |
| Addison Advisors LLC | 0.00% | No change | 50 | $1K |
| SouthState Bank Corp | 0.00% | No change | 48 | $1K |
| Assetmark, Inc. | 0.00% | Add +2.3% | 45 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 42 | $1K |
| Avion Wealth | 0.00% | Reduce -23.5% | 65 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 25 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 29 | $1K |
| Archer Investment Corp | 0.00% | No change | 40 | $999 |
| Clearstead Trust, LLC | 0.00% | No change | 37 | $924 |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -5.4% | 35 | $865 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 34 | $849 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 31 | $773 |
| Montag A & Associates Inc. | 0.00% | New | 26 | $650 |
| Westfuller Advisors, LLC | 0.00% | New | 25 | $627 |
| Retirement Wealth Solutions LLC | 0.00% | New | 21 | $525 |
| North Star Investment Management Corp. | 0.00% | New | 20 | $499 |
| Hughes Financial Services, LLC | 0.00% | Reduce -88.2% | 24 | $442 |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $375 |
| SBI Securities Co., Ltd. | 0.00% | Add +18.2% | 13 | $325 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 9 | $225 |
| Evermay Wealth Management LLC | 0.00% | No change | 5 | $125 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $125 |
| Abound Wealth Management | 0.00% | No change | 5 | $125 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $50 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $50 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $49 |
| Hemington Wealth Management | 0.00% | Add +35.7% | 19 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.