SM EnergySM
13F holders, Q1 2026 (March 31)514holders +169
217new positions
50sold out
7famous investors
$31.18avg. 13F price*
At the end of Q1 2026, 514 institutions reported holding SM Energy Co. (SM) in their 13F filings, up 169 from Q4 2025. 217 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Portfolio Management LLC ($475.0M) and Canada Pension Plan Investment Board ($451.9M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 217 | $694.0M |
| Exits | 50 | $128.9M |
All 13F filers, Q4 2025 → Q1 2026: 116,666,029 shares bought and 16,019,146 shares sold, net +100,646,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| BlackRock, Inc. | 0.02% | Add +83.6% | 38,431,787 | $1.2B |
| Vanguard Portfolio Management LLC | 0.02% | — | 15,234,489 | $475.0M |
| Canada Pension Plan Investment Board | 0.29% | Add +2296.1% | 14,493,791 | $451.9M |
| State Street Corp. | 0.01% | Add +99.7% | 12,495,962 | $389.6M |
| Aristeia Capital, L.L.C. | 13.14% | Add +2955.9% | 10,841,846 | $338.0M |
| Vanguard Capital Management LLC | 0.01% | — | 10,537,773 | $328.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +79.5% | 9,995,353 | $311.7M |
| American Century Companies Inc. | 0.14% | Add +88.4% | 8,923,624 | $278.2M |
| Donald Smith & Co., Inc. | 4.04% | New | 7,208,899 | $224.8M |
| Geode Capital Management, LLC | 0.01% | Add +109.4% | 5,698,553 | $177.7M |
| Millennium Management | 0.12% | Add +77.5% | 5,032,906 | $156.9M |
| JPMorgan Chase & Co. | 0.01% | Add +32.2% | 4,051,222 | $130.2M |
| FMR LLC | 0.01% | Add +3136.3% | 4,018,416 | $125.3M |
| Morgan Stanley | 0.01% | Add +105.7% | 3,511,681 | $109.5M |
| Nomura Asset Management International Inc. | 0.16% | Add +1.5% | 2,942,244 | $91.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +111.0% | 2,899,774 | $90.4M |
| Wellington Management Group LLP | 0.02% | Add +1779.5% | 2,749,950 | $85.7M |
| Mackenzie Financial Corp. | 0.10% | New | 2,676,731 | $83.5M |
| Northern Trust Corp. | 0.01% | Add +116.1% | 2,654,611 | $82.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +170.4% | 2,408,516 | $75.1M |
| Nuveen, LLC | 0.02% | Add +183.3% | 2,360,486 | $73.6M |
| UBS Group AG | 0.01% | Add +212.3% | 2,079,848 | $64.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,485,194 | $46.3M |
| Bank of New York Mellon Corp | 0.01% | Add +95.5% | 1,417,686 | $44.2M |
| Fearnley Asset Management As | 14.16% | Add +58.6% | 1,389,562 | $43.3M |
| First Trust Advisors LP | 0.03% | Add +72.8% | 1,290,485 | $40.2M |
| Webs Creek Capital Management LP | 6.94% | New | 1,285,300 | $40.1M |
| Bank of America Corp. | 0.00% | Reduce -11.2% | 1,261,194 | $39.3M |
| Gotham Asset Management | 0.12% | Add +11232.0% | 1,228,384 | $38.3M |
| Invesco Ltd. | 0.00% | Add +49.1% | 1,136,724 | $35.4M |
| Victory Capital Management Inc. | 0.02% | Add +37.9% | 1,126,394 | $35.1M |
| Principal Financial Group Inc. | 0.02% | Add +101.7% | 1,101,082 | $34.3M |
| AQR Capital Management | 0.02% | Add +120.6% | 1,078,990 | $33.6M |
| Fisher Asset Management | 0.01% | Add +4.0% | 981,392 | $30.6M |
| Palisade Capital Management, LP | 1.09% | Reduce -1.7% | 972,255 | $30.3M |
| Squarepoint Ops LLC | 0.06% | Add +8355.9% | 909,599 | $28.4M |
| Public Sector Pension Investment Board | 0.08% | Add +104.2% | 809,815 | $25.3M |
| Ameriprise Financial Inc. | 0.01% | Add +42.3% | 772,243 | $24.3M |
| Rhumbline Advisers | 0.02% | Add +94.7% | 735,782 | $22.9M |
| Lighthouse Investment Partners, LLC | 0.86% | Add +91.3% | 731,625 | $22.8M |
| GMO | 0.06% | New | 716,918 | $22.4M |
| Kennedy Capital Management LLC | 0.46% | Add +81.8% | 701,859 | $21.9M |
| Encompass Capital Advisors LLC | 0.89% | New | 697,800 | $21.8M |
| Susquehanna International Group, LLP | 0.03% | Add +145.8% | 626,124 | $19.5M |
| Panagora Asset Management Inc. | 0.07% | Add +25.0% | 625,612 | $19.5M |
| Whitebox Advisors LLC | 1.02% | New | 602,301 | $18.8M |
| Glenmede Trust Co. NA | 0.09% | Add +32.8% | 597,420 | $18.6M |
| Corigliano Investment Advisers, LLC | 6.82% | Add +21.0% | 560,000 | $17.5M |
| Aegis Financial Corp. | 2.96% | New | 551,769 | $17.2M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -76.0% | 545,386 | $17.0M |
| New York State Common Retirement Fund | 0.02% | Add +2.2% | 537,260 | $16.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +47.6% | 535,533 | $16.7M |
| Zimmer Partners, LP | 0.42% | New | 532,500 | $16.6M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Reduce -10.6% | 504,884 | $15.7M |
| Sagefield Capital LP | 1.10% | Reduce -54.7% | 491,296 | $15.3M |
| Goehring & Rozencwajg Associates, LLC | 0.82% | New | 487,730 | $15.2M |
| Tudor Investment Corporation | 0.08% | Reduce -14.5% | 484,049 | $15.1M |
| Legal & General Group Plc | 0.00% | Add +67.7% | 476,140 | $14.8M |
| California Public Employees Retirement System | 0.01% | Add +132.6% | 475,818 | $14.8M |
| Pekin Hardy Strauss, Inc. | 1.53% | Add +18.3% | 469,785 | $14.6M |
| CLG LLC | 3.61% | New | 466,175 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 465,495 | $14.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +227428.9% | 457,333 | $14.3M |
| Capital Fund Management S.A. | 0.12% | Add +68.6% | 426,570 | $13.3M |
| Leeward Investments, LLC - MA | 0.66% | New | 426,525 | $13.3M |
| Swiss National Bank | 0.01% | Add +87.1% | 424,233 | $13.2M |
| Barclays PLC | 0.00% | Add +44.7% | 418,552 | $13.1M |
| Creative Planning | 0.01% | Add +141.5% | 403,351 | $12.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +53.0% | 383,179 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Add +25.6% | 383,177 | $11.9M |
| Sei Investments Co. | 0.01% | Add +31.3% | 377,939 | $11.8M |
| Royce & Associates LP | 0.11% | Reduce -9.2% | 362,264 | $11.3M |
| Prudential Financial Inc. | 0.01% | Add +125.1% | 317,053 | $9.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +129.2% | 313,527 | $9.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 300,000 | $9.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +139.5% | 280,816 | $8.8M |
| Rafferty Asset Management, LLC | 0.03% | Add +63.4% | 272,187 | $8.5M |
| CSM Advisors, LLC | 0.20% | Add +17.8% | 259,682 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 256,345 | $8.0M |
| ExodusPoint Capital Management, LP | 0.08% | New | 256,050 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +18.4% | 252,113 | $7.9M |
| California State Teachers Retirement System | 0.01% | Add +127.8% | 250,381 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 247,820 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Add +218.8% | 406,663 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +112.8% | 243,879 | $7.6M |
| Truffle Hound Capital, LLC | 4.59% | New | 240,000 | $7.5M |
| Tiptree Advisors, LLC | 4.34% | New | 240,000 | $7.5M |
| Deutsche Bank AG | 0.00% | Add +118.8% | 236,929 | $7.4M |
| LSV Asset Management | 0.02% | Reduce -44.0% | 232,701 | $7.3M |
| New York State Teachers Retirement System | 0.01% | Add +55.7% | 232,011 | $7.2M |
| Segall Bryant & Hamill, LLC | 0.10% | Add +57.8% | 223,193 | $7.0M |
| Focus Partners Wealth | 0.01% | New | 214,973 | $6.7M |
| CoreCommodity Management, LLC | 1.22% | Add +79.4% | 210,852 | $6.6M |
| Plustick Management LLC | 3.16% | New | 210,000 | $6.5M |
| Algert Global LLC | 0.10% | Reduce -82.7% | 208,832 | $6.5M |
| Caxton Associates LLP | 0.15% | Add +8.7% | 208,662 | $6.5M |
| Denali Advisors LLC | 0.70% | Reduce -32.4% | 202,800 | $6.3M |
| Man Group plc | 0.01% | Add +1313.2% | 202,163 | $6.3M |
| Qsemble Capital Management, LP | 0.47% | New | 197,698 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +60.8% | 191,462 | $6.0M |
| Holocene Advisors, LP | 0.01% | Add +64.0% | 191,323 | $6.0M |
| State of Alaska, Department of Revenue | 0.06% | Add +204.2% | 189,643 | $5.9M |
| Tieton Capital Management, LLC | 1.98% | New | 189,263 | $5.9M |
| Atom Investors LP | 0.42% | New | 189,130 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +11.1% | 186,778 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +83.0% | 186,584 | $5.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +226.9% | 183,959 | $5.7M |
| Empowered Funds, LLC | 0.04% | Add +43.8% | 181,172 | $5.6M |
| Moody Aldrich Partners LLC | 0.99% | Add +33.0% | 176,512 | $5.5M |
| CastleKnight Management LP | 0.25% | New | 168,533 | $5.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 167,957 | $5.2M |
| Franklin Resources Inc. | 0.00% | Add +95.8% | 166,152 | $5.2M |
| LPL Financial LLC | 0.00% | Add +283.1% | 161,992 | $5.1M |
| Marshall Wace, LLP | 0.01% | New | 160,747 | $5.0M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | New | 154,120 | $4.8M |
| Horizon Investments, LLC | 0.05% | New | 150,567 | $4.7M |
| Peregrine Capital Management LLC | 0.16% | Reduce -8.8% | 141,661 | $4.4M |
| Citigroup Inc. | 0.00% | Add +280.1% | 137,907 | $4.3M |
| Massachusetts Financial Services Co. | 0.00% | Add +79.6% | 137,155 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Add +116.7% | 136,537 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 133,744 | $4.2M |
| Janus Henderson Group PLC | 0.00% | Add +174.3% | 124,445 | $3.9M |
| Vontobel Holding Ltd. | 0.01% | New | 124,500 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +61.1% | 122,419 | $3.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +43.0% | 118,061 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +39.7% | 113,445 | $3.5M |
| Quadrature Capital Ltd | 0.04% | Add +535.3% | 112,997 | $3.5M |
| Edgestream Partners, L.P. | 0.12% | New | 112,950 | $3.5M |
| Congress Asset Management Co. | 0.03% | Add +13.5% | 112,279 | $3.5M |
| South Dakota Investment Council | 0.07% | New | 109,758 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +196.2% | 108,213 | $3.4M |
| Cetera Investment Advisers | 0.00% | Add +405.7% | 108,019 | $3.4M |
| IMC-Chicago, LLC | 0.05% | Add +815.0% | 105,933 | $3.3M |
| Voya Investment Management LLC | 0.00% | Add +27.2% | 105,722 | $3.3M |
| Illinois Municipal Retirement Fund | 0.04% | Add +79.0% | 103,968 | $3.2M |
| Wedge Capital Management L L P | 0.06% | Reduce -83.2% | 103,578 | $3.2M |
| Corient Private Wealth LP | 0.00% | Add +518.4% | 106,345 | $3.2M |
| Quantinno Capital Management LP | 0.01% | Add +281.9% | 101,624 | $3.2M |
| Louisiana State Employees Retirement System | 0.05% | Add +91.0% | 100,300 | $3.1M |
| HITE Hedge Asset Management LLC | 0.18% | Reduce -40.1% | 100,000 | $3.1M |
| Oliver Luxxe Assets LLC | 0.46% | New | 98,166 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +85.6% | 98,026 | $3.1M |
| NFJ Investment Group, LLC | 0.11% | No change | 96,937 | $3.0M |
| Expect Equity LLC | 2.32% | New | 95,806 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 95,781 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +1011.8% | 95,528 | $3.0M |
| Ironwood Investment Management LLC | 1.24% | Add +19.1% | 95,390 | $3.0M |
| Entropy Technologies, LP | 0.14% | New | 95,162 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +112.1% | 94,115 | $2.9M |
| Evoke Wealth, LLC | 0.05% | Reduce -28.3% | 93,870 | $2.9M |
| Kornitzer Capital Management Inc. | 0.06% | New | 92,007 | $2.9M |
| Dana Investment Advisors, Inc. | 0.08% | Add +18.9% | 89,150 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +170.4% | 87,703 | $2.7M |
| Cozad Asset Management Inc. | 0.21% | New | 84,447 | $2.6M |
| Collar Capital Management, LLC | 1.65% | Add +0.6% | 81,984 | $2.6M |
| SummitTX Capital, L.P. | 0.08% | Reduce -82.3% | 79,549 | $2.5M |
| Fifth Third Bancorp | 0.00% | Add +6620.0% | 77,818 | $2.4M |
| Assenagon Asset Management S.A. | 0.00% | New | 77,631 | $2.4M |
| CSS LLC | 0.38% | Add +651.7% | 77,007 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +56.1% | 76,508 | $2.4M |
| Tanglewood Legacy Advisors, LLC | 0.84% | No change | 74,323 | $2.3M |
| Empyrean Capital Partners, LP | 0.08% | New | 74,000 | $2.3M |
| Walleye Capital LLC | 0.02% | Reduce -75.7% | 72,411 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +206.3% | 70,645 | $2.2M |
| Martingale Asset Management L P | 0.05% | New | 69,826 | $2.2M |
| Advisors Asset Management, Inc. | 0.04% | Add +7791.6% | 69,525 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Add +100.5% | 68,114 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +111.7% | 67,382 | $2.1M |
| Amalgamated Bank | 0.02% | Add +96.6% | 65,606 | $2.0M |
| Mariner, LLC | 0.00% | New | 65,387 | $2.0M |
| Meeder Asset Management Inc. | 0.12% | Reduce -22.0% | 65,374 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +154.7% | 63,156 | $2.0M |
| Oxford Asset Management LLP | 0.79% | Add +400.0% | 62,836 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +224.9% | 61,795 | $1.9M |
| Landscape Capital Management, L.L.C. | 0.12% | Add +35.0% | 60,490 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +125.0% | 60,462 | $1.9M |
| Group One Trading LLC | 0.06% | Add +11753.9% | 60,099 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -70.8% | 59,225 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 59,386 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +85.8% | 58,929 | $1.8M |
| Quantbot Technologies LP | 0.07% | New | 57,711 | $1.8M |
| Readystate Asset Management LP | 0.18% | New | 56,672 | $1.8M |
| Graham Capital Management, L.P. | 0.08% | Reduce -30.0% | 56,292 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +91.5% | 56,076 | $1.7M |
| Dark Forest Capital Management LP | 0.15% | Add +355.3% | 55,997 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +97.4% | 55,976 | $1.7M |
| Sierra Summit Advisors LLC | 0.25% | New | 55,288 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.3% | 55,076 | $1.7M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 54,553 | $1.7M |
| Abel Hall, LLC | 0.36% | New | 54,094 | $1.7M |
| Pinebridge Investments LLC | 0.01% | New | 53,763 | $1.7M |
| S&T Bank | 0.62% | New | 53,464 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +65.7% | 53,451 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +209.9% | 52,534 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +97.3% | 51,795 | $1.6M |
| Diversified Trust Co. | 0.03% | Add +52.8% | 50,933 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | New | 50,725 | $1.6M |
| Intech Investment Management LLC | 0.02% | Reduce -64.4% | 50,561 | $1.6M |
| Boston Partners | 0.00% | Reduce -61.2% | 50,179 | $1.6M |
| Seven Grand Managers, LLC | 0.10% | New | 50,000 | $1.6M |
| BTG Pactual Asset Management US LLC | 0.15% | New | 49,460 | $1.5M |
| US Bancorp \de | 0.00% | Add +17.6% | 48,824 | $1.5M |
| Sendero Wealth Management, LLC | 0.16% | Reduce -0.2% | 46,199 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +58.4% | 44,953 | $1.4M |
| Summit Global Investments | 0.08% | Reduce -3.4% | 44,820 | $1.4M |
| Aster Capital Management (DIFC) Ltd | 0.45% | Add +22654.2% | 45,736 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | New | 40,378 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 40,100 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 39,686 | $1.2M |
| Unifi Asset Management LP | 0.71% | New | 39,580 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -97.8% | 39,574 | $1.2M |
| Weiss Asset Management LP | 0.03% | Reduce -63.4% | 39,200 | $1.2M |
| Caitong International Asset Management Co., Ltd | 0.23% | Add +434511.1% | 39,115 | $1.2M |
| Walleye Trading LLC | 0.02% | Add +198.2% | 38,754 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +73.6% | 38,562 | $1.2M |
| GF Fund Management Co. LTD. | 0.02% | Add +13.8% | 38,048 | $1.2M |
| SMH Capital Advisors Inc. | 3.30% | New | 37,445 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 38,088 | $1.2M |
| Bank of Montreal | 0.00% | Add +73.7% | 37,056 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +95.2% | 36,745 | $1.1M |
| Waldron Private Wealth LLC | 0.04% | Add +2.6% | 36,433 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | New | 36,108 | $1.1M |
| Unison Advisors LLC | 0.09% | No change | 36,104 | $1.1M |
| Vestcor Inc | 0.03% | Add +32.6% | 34,407 | $1.1M |
| Saxon Interests, Inc. | 0.37% | New | 34,166 | $1.1M |
| Catalyst Capital Advisors LLC | 0.02% | New | 33,782 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +95.6% | 33,014 | $1.0M |
| Aventail Capital Group, LP | 0.05% | Reduce -2.8% | 32,949 | $1.0M |
| Brookfield Corp | 0.00% | New | 32,016 | $998K |
| Jones Financial Companies LLLP | 0.00% | Add +1272.2% | 29,928 | $979K |
| Legacy Capital Group California, Inc. | 0.37% | New | 31,237 | $974K |
| DRW Securities, LLC | 0.05% | Add +27.0% | 30,705 | $957K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +802.9% | 28,810 | $898K |
| M&T Bank Corp | 0.00% | New | 28,623 | $893K |
| Glenorchy Capital Ltd | 0.48% | New | 28,249 | $881K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 28,116 | $877K |
| STRS Ohio | 0.00% | Add +33.8% | 26,900 | $839K |
| Citadel Advisors | 0.00% | Reduce -92.2% | 26,399 | $823K |
| Mutual of America Capital Management LLC | 0.01% | Add +97.8% | 25,904 | $808K |
| Osaic Holdings, Inc. | 0.00% | Add +118.8% | 25,409 | $792K |
| PEAK6 LLC | 0.02% | New | 25,304 | $789K |
| Public Employees Retirement Association of Colorado | 0.00% | Add +81.9% | 25,145 | $784K |
| Inspire Investing, LLC | 0.05% | Reduce -15.1% | 25,091 | $782K |
| Highbridge Capital Management LLC | 0.07% | Reduce -63.6% | 24,000 | $771K |
| Choreo, LLC | 0.01% | Add +26.6% | 24,584 | $767K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 24,442 | $762K |
| Sagewood Asset Management LP | 0.24% | New | 24,152 | $753K |
| Ieq Capital, LLC | 0.00% | New | 23,696 | $739K |
| Caprock Group, LLC | 0.02% | New | 23,542 | $734K |
| Xponance LLC | 0.01% | New | 22,940 | $715K |
| Captrust Financial Advisors | 0.00% | New | 22,470 | $701K |
| Brooklyn Investment Group | 0.02% | New | 21,039 | $656K |
| State of Wisconsin Investment Board | 0.00% | New | 20,925 | $652K |
| Sippican Capital Advisors | 0.44% | Add +31.1% | 20,760 | $647K |
| Cwm, LLC | 0.00% | Add +754.2% | 20,723 | $646K |
| Redwood Wealth Management Group, LLC | 0.28% | New | 20,609 | $643K |
| Kestra Investment Management, LLC | 0.01% | New | 20,600 | $642K |
| CIBC Bancorp USA Inc. | 0.00% | — | 20,440 | $637K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +114.0% | 20,412 | $636K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -92.1% | 20,387 | $636K |
| DGS Capital Management, LLC | 0.10% | Add +84.1% | 19,967 | $623K |
| Compound Planning, Inc. | 0.02% | New | 19,746 | $616K |
| PNC Financial Services Group, Inc. | 0.00% | Add +162.0% | 19,191 | $598K |
| WINTON GROUP Ltd | 0.02% | Reduce -73.5% | 19,000 | $592K |
| Axq Capital, LP | 0.08% | New | 18,715 | $584K |
| Janney Montgomery Scott LLC | 0.00% | New | 18,706 | $583K |
| Virtu Financial LLC | 0.02% | Add +28.4% | 18,509 | $577K |
| Mangrove Partners Im, LLC | 0.05% | Add +41.5% | 18,335 | $572K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -38.0% | 18,277 | $570K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 18,239 | $569K |
| CIBC Asset Management Inc | 0.00% | Add +60.0% | 18,061 | $563K |
| IFP Advisors, Inc | 0.01% | Add +4.5% | 17,691 | $552K |
| Abacus Planning Group, Inc. | 0.07% | New | 17,368 | $542K |
| AlphaCore Capital LLC | 0.01% | New | 17,308 | $540K |
| HighTower Advisors, LLC | 0.00% | New | 17,288 | $539K |
| New Age Alpha Advisors, LLC | 0.02% | New | 16,848 | $525K |
| Signaturefd, LLC | 0.01% | Add +494.4% | 16,828 | $525K |
| DNB Asset Management AS | 0.00% | New | 16,575 | $517K |
| Moody National Bank Trust Division | 0.05% | Add +9.9% | 16,481 | $514K |
| Jackson Hole Capital Partners, LLC | 0.08% | New | 16,357 | $510K |
| Summit Trail Advisors, LLC | 0.01% | New | 16,263 | $507K |
| GTS Securities LLC | 0.02% | New | 16,243 | $506K |
| Investors Research Corp | 0.09% | New | 15,618 | $487K |
| Investment Advisory Services Inc. /TX | 0.15% | New | 15,417 | $481K |
| Tidal Investments LLC | 0.00% | New | 15,200 | $474K |
| Pickering Energy Partners LP | 0.95% | New | 15,000 | $468K |
| Pale Fire Capital SE | 0.04% | New | 14,700 | $458K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 14,660 | $457K |
| Aigen Investment Management, LP | 0.12% | Reduce -78.5% | 14,405 | $449K |
| Cambria Investment Management, L.P. | 0.02% | New | 14,306 | $446K |
| Savant Capital, LLC | 0.00% | New | 14,078 | $439K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -58.6% | 13,971 | $436K |
| EP Wealth Advisors, LLC | 0.00% | New | 13,825 | $431K |
| Sage Rhino Capital LLC | 0.08% | New | 13,802 | $430K |
| Bridgefront Capital, LLC | 0.11% | Add +4.7% | 13,782 | $430K |
| Evergreen Capital Management LLC | 0.01% | New | 13,769 | $429K |
| Quad-Cities Investment Group, LLC | 0.17% | New | 13,402 | $418K |
| Swiss Life Asset Management Ltd | 0.00% | New | 13,158 | $410K |
| Inspire Advisors, LLC | 0.03% | Reduce -7.4% | 12,997 | $405K |
| Profund Advisors LLC | 0.01% | Reduce -8.1% | 12,863 | $401K |
| Range Financial Group LLC | 0.13% | New | 12,839 | $400K |
| Blair William & Co. | 0.00% | Reduce -1.3% | 12,665 | $395K |
| Independence Bank of Kentucky | 0.05% | New | 12,563 | $392K |
| Moors & Cabot, Inc. | 0.02% | New | 12,545 | $391K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 12,227 | $381K |
| Advisory Services Network, LLC | 0.01% | New | 11,982 | $374K |
| Gryphon Financial Partners LLC | 0.04% | New | 11,916 | $372K |
| Capital Counsel LLC | 0.02% | No change | 11,905 | $371K |
| Verity Asset Management, Inc. | 0.15% | New | 11,529 | $359K |
| OneDigital Investment Advisors LLC | 0.00% | New | 11,465 | $357K |
| Texas Yale Capital Corp. | 0.01% | No change | 11,169 | $348K |
| Kendall Capital Management | 0.07% | New | 10,786 | $336K |
| Allianz Asset Management GmbH | 0.00% | New | 10,771 | $336K |
| Callan Family Office, LLC | 0.01% | New | 10,670 | $333K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4538.9% | 10,623 | $331K |
| Stifel Financial Corp. | 0.00% | Reduce -85.5% | 10,457 | $326K |
| CWA Asset Management Group, LLC | 0.01% | New | 10,244 | $319K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,157 | $317K |
| Intrust Bank NA | 0.03% | New | 10,068 | $314K |
| Seelaus Asset Management LLC | 0.23% | New | 10,031 | $313K |
| Simplex Trading, LLC | 0.01% | New | 9,968 | $311K |
| Frec Markets, Inc. | 0.05% | New | 9,966 | $311K |
| GAMMA Investing LLC | 0.01% | Add +330.5% | 9,737 | $304K |
| Praxis Investment Management Inc. | 0.02% | New | 9,665 | $301K |
| Hohimer Wealth Management, LLC | 0.04% | New | 9,640 | $301K |
| Amundi | 0.00% | New | 9,364 | $292K |
| JMN Financial LLC | 0.28% | New | 9,256 | $289K |
| Jane Street Group, LLC | 0.00% | Reduce -98.8% | 9,242 | $288K |
| XTX Topco Ltd | 0.01% | Reduce -85.6% | 9,200 | $287K |
| Ethic Inc. | 0.00% | New | 9,189 | $287K |
| LMR Partners LLP | 0.00% | New | 9,172 | $286K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,149 | $285K |
| DAVENPORT & Co LLC | 0.00% | New | 9,142 | $285K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 9,139 | $285K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 9,227 | $285K |
| Sanctuary Advisors, LLC | 0.00% | New | 9,122 | $284K |
| Private Advisor Group, LLC | 0.00% | New | 9,079 | $283K |
| Post Resch Tallon Group Inc. | 0.23% | New | 9,200 | $281K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 8,734 | $272K |
| Brighton Jones LLC | 0.01% | New | 8,562 | $267K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,496 | $265K |
| RWC Asset Management LLP | 0.01% | New | 8,445 | $263K |
| Ruggaard & Associates LLC | 0.10% | New | 8,410 | $262K |
| QRG Capital Management, Inc. | 0.00% | New | 8,365 | $261K |
| HB Wealth Management, LLC | 0.00% | New | 8,352 | $260K |
| Avantax Planning Partners, Inc. | 0.01% | New | 8,344 | $260K |
| Sterling Capital Management LLC | 0.00% | Add +26.2% | 8,313 | $259K |
| Cullen Capital Management, LLC | 0.00% | New | 8,206 | $256K |
| Jump Financial, LLC | 0.00% | Reduce -40.5% | 8,081 | $252K |
| denkapparat Operations GmbH | 0.10% | New | 8,052 | $251K |
| Verition Fund Management LLC | 0.00% | Reduce -88.0% | 8,009 | $250K |
| Shelton Capital Management | 0.01% | New | 7,843 | $245K |
| Two Sigma Securities, LLC | 0.03% | New | 7,819 | $244K |
| Foster & Motley Inc. | 0.01% | New | 7,777 | $242K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 7,621 | $238K |
| Farther Finance Advisors, LLC | 0.00% | Add +684.8% | 8,044 | $237K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 7,550 | $235K |
| Merit Financial Group, LLC | 0.00% | New | 7,216 | $225K |
| Syon Capital LLC | 0.01% | New | 7,173 | $224K |
| Cim Investment Management Inc. | 0.06% | New | 7,157 | $223K |
| KBC Group NV | 0.00% | Add +88.9% | 7,161 | $223K |
| Worth Venture Partners, LLC | 1.59% | New | 7,150 | $223K |
| Interval Partners, LP | 0.01% | New | 7,054 | $220K |
| Park Avenue Securities LLC | 0.00% | New | 7,039 | $219K |
| Van Den Berg Management I, Inc. | 0.05% | New | 7,003 | $218K |
| Fortis Capital Advisors, LLC | 0.03% | New | 6,987 | $218K |
| Belpointe Asset Management LLC | 0.01% | New | 6,987 | $218K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 6,799 | $212K |
| Covestor Ltd | 0.15% | Reduce -15.2% | 6,750 | $210K |
| James Investment Research, Inc. | 0.02% | New | 6,700 | $209K |
| Intrua Financial, LLC | 0.02% | New | 6,669 | $208K |
| Allworth Financial LP | 0.00% | Add +1507.0% | 6,653 | $207K |
| CHICAGO TRUST Co NA | 0.03% | New | 6,627 | $207K |
| Virtus Investment Advisers, LLC | 0.06% | Reduce -24.3% | 6,482 | $202K |
| McCarter Private Wealth Services LLC | 0.09% | New | 6,466 | $202K |
| Greenwich Wealth Management LLC | 0.01% | New | 6,437 | $201K |
| National Bank of Canada | 0.00% | Reduce -1.2% | 6,080 | $190K |
| Corient IA LP | 0.18% | New | 6,060 | $189K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $186K |
| Hantz Financial Services, Inc. | 0.00% | Add +59.8% | 5,676 | $177K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -90.4% | 5,564 | $173K |
| Quadrant Capital Group LLC | 0.01% | Add +392.5% | 5,393 | $168K |
| SBI Securities Co., Ltd. | 0.00% | Add +242.9% | 4,708 | $147K |
| Parallel Advisors, LLC | 0.00% | Add +3932.8% | 4,678 | $146K |
| Federated Hermes, Inc. | 0.00% | New | 4,661 | $145K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +318.9% | 4,419 | $138K |
| Rockefeller Capital Management L.P. | 0.00% | Add +367.5% | 4,095 | $128K |
| Pacer Advisors, Inc. | 0.00% | New | 3,980 | $124K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +141.7% | 3,770 | $118K |
| UMB Bank, n.a. | 0.00% | Add +80.0% | 3,439 | $107K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +56.5% | 3,092 | $96K |
| Arax Advisory Partners | 0.00% | Add +595.5% | 2,782 | $86K |
| Legacy Wealth Managment, LLC | 0.04% | Reduce -5.3% | 2,720 | $85K |
| Salomon & Ludwin, LLC | 0.01% | Add +588.0% | 2,415 | $74K |
| Quent Capital, LLC | 0.01% | Add +78033.3% | 2,344 | $73K |
| Bessemer Group Inc. | 0.00% | Add +664.4% | 1,888 | $59K |
| MAI Capital Management | 0.00% | Add +3001.8% | 1,706 | $53K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +212.0% | 1,691 | $53K |
| Sankala Group LLC | 0.04% | Reduce -50.0% | 1,500 | $49K |
| Ascentis Independent Advisors | 0.00% | New | 1,535 | $48K |
| Kemnay Advisory Services Inc. | 0.01% | New | 1,525 | $48K |
| First Horizon Corp. | 0.00% | Reduce -19.3% | 1,501 | $47K |
| American National Bank & Trust | 0.00% | New | 1,451 | $45K |
| Ancora Advisors LLC | 0.00% | Add +1336.0% | 1,436 | $45K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,435 | $45K |
| Root Financial Partners, LLC | 0.00% | Add +3080.5% | 1,304 | $41K |
| Larson Financial Group LLC | 0.00% | Add +438.6% | 1,298 | $40K |
| Los Angeles Capital Management LLC | 0.00% | Add +85.2% | 1,222 | $38K |
| Huntington National Bank | 0.00% | Add +58.9% | 1,195 | $37K |
| Lanark Financial, Inc. | 0.00% | Reduce -11.4% | 1,194 | $37K |
| Kilter Group LLC | 0.02% | Add +1442.7% | 1,157 | $36K |
| Parkside Financial Bank & Trust | 0.00% | Add +2876.3% | 1,131 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +332.6% | 1,129 | $35K |
| Assetmark, Inc. | 0.00% | New | 1,126 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -41.6% | 1,078 | $35K |
| Valued Wealth Advisors LLC | 0.01% | New | 1,059 | $33K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,056 | $33K |
| Center for Financial Planning, Inc. | 0.00% | New | 1,000 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.6% | 944 | $29K |
| Torren Management, LLC | 0.01% | Add +4561.1% | 839 | $26K |
| Global Wealth Strategies & Associates | 0.01% | Add +1.9% | 810 | $25K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 749 | $23K |
| Valley National Advisers Inc. | 0.00% | New | 747 | $23K |
| NewEdge Advisors, LLC | 0.00% | Add +280.9% | 720 | $22K |
| Eastern Bank | 0.00% | New | 719 | $22K |
| Vanguard National Trust Co | 0.00% | — | 655 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +331.8% | 652 | $20K |
| Wealth Preservation Advisors, LLC | 0.02% | New | 586 | $18K |
| Essential Partners LLC | 0.01% | New | 577 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +3486.7% | 538 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 528 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 536 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +49800.0% | 499 | $16K |
| Rothschild Investment LLC | 0.00% | Add +340.5% | 489 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +23400.0% | 470 | $15K |
| Triumph Capital Management | 0.00% | New | 471 | $15K |
| Realta Investment Advisors | 0.01% | New | 467 | $15K |
| MCF Advisors LLC | 0.00% | New | 408 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 404 | $13K |
| Bare Financial Services, Inc | 0.00% | Add +10.6% | 398 | $12K |
| Rakuten Securities, Inc. | 0.01% | New | 397 | $12K |
| Westside Investment Management, Inc. | 0.00% | New | 395 | $12K |
| Avion Wealth | 0.00% | Add +1317.9% | 397 | $12K |
| Addison Advisors LLC | 0.00% | Add +654.0% | 377 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.1% | 368 | $11K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 363 | $11K |
| WealthCollab, LLC | 0.00% | Add +1861.1% | 353 | $11K |
| LRI Investments, LLC | 0.00% | New | 339 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | New | 316 | $10K |
| Ameriflex Group, Inc. | 0.00% | New | 305 | $10K |
| Financial Consulate, Inc. | 0.00% | New | 300 | $9K |
| True Wealth Design, LLC | 0.00% | Add +751.5% | 281 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 245 | $8K |
| Bokf, NA | 0.00% | New | 197 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +100.0% | 196 | $6K |
| Archer Investment Corp | 0.00% | Add +357.5% | 183 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | Add +3380.0% | 174 | $5K |
| Whittier Trust Co. | 0.00% | New | 174 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | New | 147 | $5K |
| Godsey & Gibb, Inc. | 0.00% | New | 137 | $4K |
| Sachetta, LLC | 0.00% | New | 136 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | Add +19.1% | 125 | $4K |
| Chilton Capital Management LLC | 0.00% | New | 124 | $4K |
| Private Trust Co. NA | 0.00% | New | 124 | $4K |
| CVA Family Office, LLC | 0.00% | New | 123 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +115.7% | 110 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +40.0% | 105 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 102 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1820.0% | 96 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | New | 93 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -7.1% | 92 | $3K |
| Stone House Investment Management, LLC | 0.00% | New | 90 | $3K |
| IFM Investors Pty Ltd | 0.00% | New | 90 | $3K |
| Cornerstone Financial Management LLC | 0.00% | New | 89 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 89 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 87 | $3K |
| SHP Wealth Management | 0.00% | New | 83 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +215.4% | 82 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +333.3% | 65 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 64 | $2K |
| Manchester Capital Management LLC | 0.00% | New | 62 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 53 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 47 | $1K |
| SouthState Bank Corp | 0.00% | New | 43 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +29.0% | 40 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 38 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | Add +270.0% | 37 | $1K |
| Ankerstar Wealth, LLC | 0.00% | Add +126.7% | 34 | $1K |
| WPG Advisers, LLC | 0.00% | New | 31 | $967 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $936 |
| Picton Mahoney Asset Management | 0.00% | No change | 29 | $904 |
| Creative Financial Designs Inc. | 0.00% | Add +60.0% | 24 | $750 |
| Bogart Wealth, LLC | 0.00% | New | 24 | $748 |
| Retirement Wealth Solutions LLC | 0.00% | New | 23 | $718 |
| Cromwell Holdings LLC | 0.00% | New | 23 | $717 |
| Rossby Financial, LCC | 0.00% | New | 21 | $620 |
| Trust Co | 0.00% | No change | 17 | $530 |
| Collier Financial | 0.00% | New | 13 | $405 |
| CENTRAL TRUST Co | 0.00% | No change | 12 | $375 |
| CoreCap Advisors, LLC | 0.00% | New | 12 | $374 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 11 | $343 |
| Leonteq Securities AG | 0.00% | Reduce -99.9% | 9 | $281 |
| Abound Wealth Management | 0.00% | Add +40.0% | 7 | $219 |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 6 | $196 |
| Signature Equity Partners, LLC | 0.00% | New | 6 | $187 |
| Quaker Wealth Management, LLC | 0.00% | New | 5 | $156 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $124 |
| Danske Bank A/S | 0.00% | New | 2 | $62 |
| Curio Wealth, LLC | 0.00% | New | 2 | $62 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $62 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $62 |
| Crewe Advisors LLC | 0.00% | Reduce -99.5% | 1 | $33 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.