SM EnergySM
13F holders, Q4 2025 (December 31)345holders −38
54new positions
95sold out
9famous investors
$18.71avg. 13F price*
At the end of Q4 2025, 345 institutions reported holding SM Energy Co. (SM) in their 13F filings, down 38 from Q3 2025. 54 opened new positions and 95 sold out. The largest holders were BlackRock, Inc. ($391.4M), Vanguard Group Inc. ($252.8M) and State Street Corp. ($118.3M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $87.1M |
| Exits | 95 | $333.8M |
All 13F filers, Q3 2025 → Q4 2025: 16,967,510 shares bought and 25,223,486 shares sold, net −8,255,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| BlackRock, Inc. | 0.01% | Add +2.7% | 20,930,881 | $391.4M |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 13,520,158 | $252.8M |
| State Street Corp. | 0.00% | Add +1.7% | 6,257,360 | $118.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -6.0% | 5,568,602 | $104.1M |
| American Century Companies Inc. | 0.04% | Add +3.3% | 4,737,327 | $88.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 3,063,740 | $57.3M |
| Nomura Asset Management International Inc. | 0.08% | — | 2,897,927 | $54.2M |
| Millennium Management | 0.04% | Add +205.1% | 2,835,718 | $53.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.1% | 2,721,147 | $50.9M |
| Alyeska Investment Group, L.P. | 0.12% | Add +268.3% | 2,271,757 | $42.5M |
| Balyasny Asset Management L.P. | 0.07% | Add +73.7% | 1,783,366 | $33.3M |
| Morgan Stanley | 0.00% | Add +30.6% | 1,706,953 | $31.9M |
| Bank of America Corp. | 0.00% | Reduce -19.1% | 1,420,743 | $26.6M |
| D. E. Shaw & Co. | 0.02% | Add +236.9% | 1,412,606 | $26.4M |
| Point72 Asset Management | 0.04% | Reduce -22.5% | 1,394,033 | $26.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.5% | 1,374,143 | $25.7M |
| Northern Trust Corp. | 0.00% | Reduce -5.8% | 1,228,309 | $23.0M |
| Algert Global LLC | 0.35% | Add +462.8% | 1,209,597 | $22.6M |
| Sagefield Capital LP | 1.72% | New | 1,084,205 | $20.3M |
| Palisade Capital Management, LP | 0.61% | Reduce -14.8% | 988,641 | $18.5M |
| Fisher Asset Management | 0.01% | Add +5.3% | 944,067 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.0% | 890,591 | $16.7M |
| Fearnley Asset Management As | 7.52% | — | 875,900 | $16.4M |
| Nuveen, LLC | 0.00% | Reduce -2.2% | 833,167 | $15.6M |
| Victory Capital Management Inc. | 0.01% | Add +34.6% | 816,893 | $15.3M |
| Jane Street Group, LLC | 0.02% | Add +20.2% | 786,885 | $14.7M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -10.9% | 784,784 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -67.2% | 762,389 | $14.3M |
| First Trust Advisors LP | 0.01% | Reduce -21.4% | 746,716 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -30.5% | 725,234 | $13.6M |
| UBS Group AG | 0.00% | Add +23.0% | 666,070 | $12.5M |
| Wedge Capital Management L L P | 0.21% | Add +16.6% | 617,859 | $11.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +262.0% | 604,900 | $11.3M |
| Tudor Investment Corporation | 0.06% | New | 566,057 | $10.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +16.2% | 564,730 | $10.6M |
| Thomist Capital Management, LP | 2.83% | New | 552,905 | $10.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.6% | 545,954 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 542,523 | $10.1M |
| New York State Common Retirement Fund | 0.01% | Add +2.1% | 525,860 | $9.8M |
| Panagora Asset Management Inc. | 0.03% | Add +6.5% | 500,591 | $9.4M |
| AQR Capital Management | 0.00% | Add +100.7% | 489,073 | $9.1M |
| Corigliano Investment Advisers, LLC | 3.07% | New | 462,800 | $8.7M |
| Glenmede Trust Co. NA | 0.04% | — | 449,851 | $8.4M |
| SummitTX Capital, L.P. | 0.25% | New | 448,562 | $8.4M |
| LSV Asset Management | 0.02% | Reduce -6.4% | 415,900 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.7% | 399,304 | $7.5M |
| Royce & Associates LP | 0.08% | Add +11.9% | 399,006 | $7.5M |
| Pekin Hardy Strauss, Inc. | 0.69% | Add +24.3% | 397,039 | $7.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.6% | 396,514 | $7.4M |
| Kennedy Capital Management LLC | 0.15% | Reduce -32.7% | 386,165 | $7.2M |
| Lighthouse Investment Partners, LLC | 0.24% | Add +106.8% | 382,502 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -2.9% | 377,853 | $7.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +42.4% | 362,741 | $6.8M |
| Aristeia Capital, L.L.C. | 0.33% | Add +2802.9% | 354,788 | $6.6M |
| Citadel Advisors | 0.00% | Add +18.1% | 340,000 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -20.5% | 305,063 | $5.7M |
| Denali Advisors LLC | 0.62% | Add +22.2% | 300,000 | $5.6M |
| Walleye Capital LLC | 0.03% | New | 298,476 | $5.6M |
| Barclays PLC | 0.00% | Add +1.6% | 289,198 | $5.4M |
| Sei Investments Co. | 0.01% | Reduce -51.5% | 287,938 | $5.4M |
| Legal & General Group Plc | 0.00% | Reduce -9.7% | 283,917 | $5.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +151.2% | 277,027 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Add +61.1% | 265,612 | $5.0M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +263.0% | 257,056 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +505.8% | 254,723 | $4.8M |
| Capital Fund Management S.A. | 0.04% | Add +15.1% | 253,069 | $4.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +10.8% | 250,409 | $4.7M |
| Aberdeen Group plc | 0.01% | Reduce -58.4% | 242,523 | $4.5M |
| Swiss National Bank | 0.00% | Add +2.2% | 226,700 | $4.2M |
| Engineers Gate Manager LP | 0.05% | Add +197.8% | 222,358 | $4.2M |
| CSM Advisors, LLC | 0.11% | Add +5.3% | 220,504 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -23.8% | 212,840 | $4.0M |
| California Public Employees Retirement System | 0.00% | Reduce -0.2% | 204,526 | $3.8M |
| HSBC Holdings PLC | 0.00% | Add +145.9% | 202,977 | $3.8M |
| Caxton Associates LLP | 0.07% | Add +40.7% | 192,051 | $3.6M |
| Freestone Grove Partners LP | 0.02% | Add +767.9% | 168,844 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -65.0% | 168,152 | $3.1M |
| Creative Planning | 0.00% | Add +40.7% | 167,010 | $3.1M |
| HITE Hedge Asset Management LLC | 0.20% | Reduce -0.4% | 166,923 | $3.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +4.2% | 166,554 | $3.1M |
| CacheTech Inc. | 0.54% | Add +51.0% | 156,553 | $2.9M |
| Peregrine Capital Management LLC | 0.09% | Reduce -4.7% | 155,322 | $2.9M |
| SG Americas Securities, LLC | 0.00% | Add +279.7% | 150,329 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.6% | 149,037 | $2.8M |
| Wellington Management Group LLP | 0.00% | New | 146,315 | $2.7M |
| Intech Investment Management LLC | 0.02% | Add +167.5% | 142,051 | $2.7M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -0.3% | 141,439 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -52.3% | 140,872 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.3% | 136,774 | $2.6M |
| Adams Wealth Management | 0.54% | Add +42.5% | 135,534 | $2.5M |
| Moody Aldrich Partners LLC | 0.46% | Reduce -9.8% | 132,709 | $2.5M |
| Evoke Wealth, LLC | 0.05% | Reduce -1.9% | 130,844 | $2.5M |
| Boston Partners | 0.00% | Add +19.9% | 129,305 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -10.7% | 127,557 | $2.4M |
| Woodline Partners LP | 0.01% | Reduce -94.8% | 126,475 | $2.4M |
| Empowered Funds, LLC | 0.04% | Add +212.5% | 125,993 | $2.4M |
| FMR LLC | 0.00% | Add +403.0% | 124,165 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +31.4% | 119,093 | $2.2M |
| CoreCommodity Management, LLC | 0.46% | Reduce -5.4% | 117,556 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.9% | 117,244 | $2.2M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.