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 |
| Holocene Advisors, LP | 0.00% | Reduce -5.1% | 116,638 | $2.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +96.1% | 114,609 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 109,903 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +1.6% | 108,278 | $2.0M |
| Weiss Asset Management LP | 0.04% | New | 107,227 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 101,932 | $1.9M |
| Congress Asset Management Co. | 0.01% | Reduce -91.8% | 98,924 | $1.8M |
| NFJ Investment Group, LLC | 0.07% | Reduce -4.2% | 96,937 | $1.8M |
| Comerica Bank | 0.01% | Reduce -27.5% | 85,184 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +22.4% | 84,837 | $1.6M |
| Meeder Asset Management Inc. | 0.08% | Add +87.5% | 83,824 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -8.4% | 82,587 | $1.6M |
| AlphaQuest LLC | 0.09% | Add +3238.2% | 83,220 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +1.0% | 83,097 | $1.6M |
| Collar Capital Management, LLC | 1.02% | Add +0.2% | 81,529 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.7% | 81,217 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | Add +519.8% | 80,459 | $1.5M |
| Ironwood Investment Management LLC | 0.63% | Add +41.8% | 80,090 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 79,458 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | Add +174.3% | 75,969 | $1.5M |
| Hudson Bay Capital Management LP | 0.01% | New | 77,520 | $1.4M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -3.2% | 76,367 | $1.4M |
| Dana Investment Advisors, Inc. | 0.04% | Add +84.2% | 74,968 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.52% | No change | 74,323 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +245.0% | 72,016 | $1.3M |
| WINTON GROUP Ltd | 0.05% | Add +45.0% | 71,655 | $1.3M |
| Fox Run Management, L.L.C. | 0.20% | New | 70,806 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +117.0% | 67,401 | $1.3M |
| Aigen Investment Management, LP | 0.29% | New | 67,059 | $1.3M |
| Verition Fund Management LLC | 0.01% | Reduce -82.4% | 66,878 | $1.3M |
| Highbridge Capital Management LLC | 0.10% | Add +32.0% | 66,000 | $1.2M |
| XTX Topco Ltd | 0.03% | Add +76.6% | 64,010 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.1% | 63,012 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.7% | 62,335 | $1.2M |
| Jain Global LLC | 0.01% | New | 60,884 | $1.1M |
| PDT Partners, LLC | 0.07% | Reduce -45.3% | 59,994 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 58,618 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | Add +36.1% | 58,143 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.1% | 58,099 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.1% | 56,274 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | New | 54,982 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 52,808 | $988K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.6% | 52,500 | $982K |
| Cresset Asset Management, LLC | 0.00% | Add +3.1% | 49,023 | $926K |
| Natixis | 0.00% | New | 48,800 | $913K |
| Bridgewater Associates | 0.00% | Reduce -90.2% | 47,514 | $889K |
| Summit Global Investments | 0.05% | Add +1.1% | 46,417 | $868K |
| Sendero Wealth Management, LLC | 0.10% | Add +0.6% | 46,277 | $865K |
| Janus Henderson Group PLC | 0.00% | No change | 45,362 | $848K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 44,809 | $838K |
| VARCOV Co. | 0.33% | — | 44,750 | $837K |
| Royal Bank of Canada | 0.00% | Reduce -81.2% | 44,375 | $831K |
| LPL Financial LLC | 0.00% | Reduce -38.7% | 42,281 | $791K |
| US Bancorp \de | 0.00% | Reduce -15.2% | 41,508 | $776K |
| Neo Ivy Capital Management | 0.12% | New | 40,283 | $753K |
| Laurion Capital Management LP | 0.05% | New | 37,576 | $703K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -23.4% | 37,540 | $702K |
| Teacher Retirement System of Texas | 0.00% | Reduce -34.0% | 36,822 | $689K |
| Cerity Partners LLC | 0.00% | Reduce -13.6% | 36,532 | $683K |
| Unison Advisors LLC | 0.06% | New | 36,104 | $682K |
| Citigroup Inc. | 0.00% | Reduce -74.7% | 36,283 | $678K |
| Waldron Private Wealth LLC | 0.03% | No change | 35,503 | $664K |
| Aventail Capital Group, LP | 0.04% | Reduce -18.6% | 33,882 | $634K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -7.5% | 33,749 | $631K |
| GF Fund Management Co. LTD. | 0.01% | Add +7.7% | 33,423 | $625K |
| Amalgamated Bank | 0.00% | Add +0.2% | 33,375 | $624K |
| Diversified Trust Co. | 0.01% | Add +0.8% | 33,336 | $623K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.6% | 33,980 | $619K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +23.7% | 32,435 | $607K |
| Guggenheim Capital LLC | 0.00% | New | 32,257 | $603K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +0.8% | 31,827 | $595K |
| Arizona State Retirement System | 0.00% | Reduce -6.4% | 31,715 | $593K |
| Commons Capital, LLC | 0.41% | New | 31,250 | $584K |
| Inspire Investing, LLC | 0.05% | Add +34.3% | 29,542 | $552K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -0.0% | 29,455 | $551K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.1% | 29,276 | $548K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,377 | $531K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.1% | 28,360 | $530K |
| Twinbeech Capital LP | 0.04% | Add +171.3% | 28,153 | $526K |
| Natixis Advisors, LLC | 0.00% | Reduce -57.2% | 26,866 | $502K |
| Quantinno Capital Management LP | 0.00% | Reduce -4.5% | 26,610 | $498K |
| Sciencast Management LP | 0.07% | New | 26,407 | $494K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.6% | 26,251 | $491K |
| Vestcor Inc | 0.01% | No change | 25,955 | $485K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -40.8% | 24,800 | $468K |
| DRW Securities, LLC | 0.03% | New | 24,173 | $452K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -51.2% | 23,063 | $431K |
| Black Maple Capital Management LP | 0.32% | New | 23,000 | $430K |
| ProShare Advisors LLC | 0.00% | Add +3.2% | 22,211 | $415K |
| Cetera Investment Advisers | 0.00% | Reduce -4.5% | 21,361 | $399K |
| Bank of Montreal | 0.00% | Reduce -11.9% | 21,328 | $399K |
| Aquatic Capital Management LLC | 0.01% | Reduce -71.1% | 21,127 | $395K |
| Gsa Capital Partners LLP | 0.03% | Reduce -26.9% | 20,894 | $391K |
| Patten Group, Inc. | 0.07% | New | 20,707 | $387K |
| STRS Ohio | 0.00% | Add +2412.5% | 20,100 | $376K |
| Choreo, LLC | 0.00% | Reduce -6.9% | 19,421 | $365K |
| Lazard Asset Management LLC | 0.00% | Add +0.3% | 19,017 | $356K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,828 | $352K |
| Quadrature Capital Ltd | 0.00% | New | 17,786 | $333K |
| Corient Private Wealth LP | 0.00% | Reduce -10.7% | 17,198 | $322K |
| Pathstone Holdings, LLC | 0.00% | Reduce -76.3% | 16,949 | $317K |
| IFP Advisors, Inc | 0.01% | Reduce -1.1% | 16,934 | $317K |
| Maryland State Retirement & Pension System | 0.01% | Add +2.1% | 16,879 | $316K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $310K |
| Prelude Capital Management, LLC | 0.02% | Reduce -5.3% | 16,545 | $309K |
| Sippican Capital Advisors | 0.19% | Add +0.6% | 15,831 | $296K |
| Moody National Bank Trust Division | 0.03% | Reduce -0.3% | 15,000 | $281K |
| Inceptionr LLC | 0.08% | New | 14,935 | $279K |
| Virtu Financial LLC | 0.01% | Add +31.8% | 14,421 | $270K |
| Man Group plc | 0.00% | Reduce -83.8% | 14,305 | $268K |
| Bayforest Capital Ltd | 0.20% | New | 14,243 | $266K |
| Inspire Advisors, LLC | 0.02% | Reduce -29.0% | 14,039 | $263K |
| Profund Advisors LLC | 0.01% | New | 13,996 | $262K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,824 | $259K |
| Jump Financial, LLC | 0.00% | Reduce -67.5% | 13,572 | $254K |
| Bridgefront Capital, LLC | 0.06% | Add +34.0% | 13,160 | $246K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.7% | 13,093 | $245K |
| Walleye Trading LLC | 0.00% | Reduce -34.1% | 12,995 | $243K |
| Mangrove Partners Im, LLC | 0.02% | New | 12,953 | $242K |
| Blair William & Co. | 0.00% | Add +0.6% | 12,829 | $240K |
| Oxford Asset Management LLP | 0.08% | New | 12,568 | $235K |
| Dark Forest Capital Management LP | 0.01% | Reduce -90.0% | 12,298 | $230K |
| R Squared Ltd | 0.11% | New | 12,260 | $229K |
| Capital Counsel LLC | 0.01% | No change | 11,905 | $223K |
| Osaic Holdings, Inc. | 0.00% | Reduce -90.8% | 11,615 | $217K |
| IMC-Chicago, LLC | 0.00% | New | 11,578 | $217K |
| CIBC Asset Management Inc | 0.00% | New | 11,291 | $211K |
| Texas Yale Capital Corp. | 0.01% | No change | 11,169 | $209K |
| DGS Capital Management, LLC | 0.03% | New | 10,848 | $203K |
| Gotham Asset Management | 0.00% | Add +5.4% | 10,840 | $203K |
| Squarepoint Ops LLC | 0.00% | Reduce -71.6% | 10,757 | $201K |
| CSS LLC | 0.03% | New | 10,244 | $192K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 9,540 | $178K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.4% | 8,592 | $161K |
| Virtus Investment Advisers, LLC | 0.04% | New | 8,562 | $160K |
| Covestor Ltd | 0.08% | Add +30.4% | 7,964 | $149K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -62.0% | 7,621 | $143K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -58.5% | 7,325 | $137K |
| Acadian Asset Management LLC | 0.00% | No change | 7,236 | $135K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.7% | 6,589 | $123K |
| Leonteq Securities AG | 0.01% | Add +466.0% | 6,447 | $121K |
| National Bank of Canada | 0.00% | Add +3.5% | 6,155 | $115K |
| Byrne Asset Management LLC | 0.06% | Add +210.5% | 5,356 | $100K |
| KBC Group NV | 0.00% | No change | 3,790 | $71K |
| Sankala Group LLC | 0.06% | — | 3,000 | $69K |
| Hantz Financial Services, Inc. | 0.00% | Add +148.4% | 3,552 | $66K |
| EMC Capital Management | 0.03% | Reduce -15.0% | 3,497 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.9% | 3,459 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -23.7% | 3,191 | $60K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -16.1% | 2,873 | $54K |
| Signaturefd, LLC | 0.00% | Reduce -7.4% | 2,831 | $53K |
| State of Wyoming | 0.01% | Add +22.2% | 2,748 | $51K |
| Cwm, LLC | 0.00% | Reduce -61.2% | 2,426 | $45K |
| GAMMA Investing LLC | 0.00% | Reduce -67.0% | 2,262 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +81.8% | 2,181 | $41K |
| Versant Capital Management, Inc | 0.00% | Add +15.5% | 2,051 | $38K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 1,976 | $37K |
| UMB Bank, n.a. | 0.00% | Add +102.4% | 1,911 | $36K |
| First Horizon Corp. | 0.00% | Add +57.4% | 1,860 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.2% | 1,847 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,560 | $29K |
| Cetera Trust Company, N.A | 0.01% | Reduce -64.7% | 1,435 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $26K |
| Global Retirement Partners, LLC | 0.00% | Add +62.9% | 1,386 | $26K |
| SBI Securities Co., Ltd. | 0.00% | Add +10461.5% | 1,373 | $26K |
| Lanark Financial, Inc. | 0.00% | Add +160.5% | 1,347 | $25K |
| Fifth Third Bancorp | 0.00% | Add +14.1% | 1,158 | $22K |
| Quadrant Capital Group LLC | 0.00% | Reduce -70.7% | 1,095 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,055 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.8% | 1,025 | $19K |
| Advisors Asset Management, Inc. | 0.00% | New | 881 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -38.7% | 876 | $16K |
| Global Wealth Strategies & Associates | 0.00% | Add +1.0% | 795 | $15K |
| Huntington National Bank | 0.00% | Add +67.5% | 752 | $14K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | — | 749 | $14K |
| Los Angeles Capital Management LLC | 0.00% | New | 660 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 723 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -72.0% | 542 | $10K |
| International Assets Investment Management, LLC | 0.00% | New | 536 | $10K |
| Group One Trading LLC | 0.00% | New | 507 | $9K |
| Strategic Advocates LLC | 0.00% | Add +105.7% | 434 | $8K |
| Allworth Financial LP | 0.00% | Add +30.2% | 414 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -46.8% | 400 | $7K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 363 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +111.8% | 360 | $7K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.4% | 351 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 292 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -95.2% | 247 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -70.2% | 261 | $5K |
| Park Square Financial Group, LLC | 0.03% | New | 121 | $5K |
| Larson Financial Group LLC | 0.00% | Add +17.6% | 241 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 229 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 217 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -81.1% | 201 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.8% | 201 | $4K |
| DV Equities, LLC | 0.00% | — | 200 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -94.3% | 189 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 173 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -16.6% | 151 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -90.2% | 116 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -34.7% | 111 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 103 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 105 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $2K |
| Ancora Advisors LLC | 0.00% | New | 100 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -3.9% | 99 | $2K |
| Kilter Group LLC | 0.00% | Add +41.5% | 75 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $1K |
| MAI Capital Management | 0.00% | Reduce -72.6% | 55 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 53 | $958 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -73.2% | 51 | $954 |
| Addison Advisors LLC | 0.00% | No change | 50 | $935 |
| USA Financial Formulas | 0.00% | New | 42 | $785 |
| Root Financial Partners, LLC | 0.00% | Reduce -71.7% | 41 | $767 |
| Archer Investment Corp | 0.00% | No change | 40 | $748 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -52.5% | 38 | $711 |
| True Wealth Design, LLC | 0.00% | Reduce -58.8% | 33 | $620 |
| Solstein Capital, LLC | 0.00% | New | 33 | $617 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 31 | $585 |
| JFS Wealth Advisors, LLC | 0.00% | Add +1400.0% | 30 | $567 |
| Picton Mahoney Asset Management | 0.00% | No change | 29 | $542 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -94.5% | 26 | $487 |
| Torren Management, LLC | 0.00% | — | 18 | $345 |
| WealthCollab, LLC | 0.00% | New | 18 | $337 |
| Trust Co | 0.00% | New | 17 | $318 |
| Ankerstar Wealth, LLC | 0.00% | — | 15 | $285 |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -55.9% | 15 | $281 |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $281 |
| MV Capital Management, Inc. | 0.00% | Reduce -88.2% | 15 | $281 |
| CENTRAL TRUST Co | 0.00% | New | 12 | $225 |
| Gilpin Wealth Management, LLC | 0.00% | — | 10 | $187 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.6% | 9 | $168 |
| Evermay Wealth Management LLC | 0.00% | No change | 5 | $95 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -44.4% | 5 | $95 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $94 |
| Abound Wealth Management | 0.00% | No change | 5 | $94 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $58 |
| Quent Capital, LLC | 0.00% | Reduce -94.5% | 3 | $52 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $38 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $37 |
| Hughes Financial Services, LLC | 0.00% | Reduce -95.8% | 1 | $19 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $19 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -92.0% | 2 | $0 |
| Avion Wealth | 0.00% | Reduce -56.9% | 28 | $0 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.