SM EnergySM
13F holders, Q2 2026 (June 30)498holders −16
68new positions
79sold out
8famous investors
$26.11avg. 13F price*
At the end of Q2 2026, 498 institutions reported holding SM Energy Co. (SM) in their 13F filings, down 16 from Q1 2026. 68 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($402.6M) and Canada Pension Plan Investment Board ($378.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $121.6M |
| Exits | 79 | $157.7M |
All 13F filers, Q1 2026 → Q2 2026: 23,876,333 shares bought and 20,250,178 shares sold, net +3,626,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 498 holders
| BlackRock, Inc. | 0.02% | Add +2.2% | 39,280,818 | $1.0B |
| Vanguard Portfolio Management LLC | 0.02% | Add +1.3% | 15,425,423 | $402.6M |
| Canada Pension Plan Investment Board | 0.21% | No change | 14,493,791 | $378.3M |
| Aristeia Capital, L.L.C. | 12.78% | Add +19.9% | 13,000,649 | $339.3M |
| State Street Corp. | 0.01% | Reduce -6.3% | 11,705,860 | $305.5M |
| Vanguard Capital Management LLC | 0.01% | Add +1.1% | 10,657,355 | $278.2M |
| American Century Companies Inc. | 0.10% | Add +0.1% | 8,935,683 | $233.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -18.2% | 8,174,503 | $213.4M |
| Donald Smith & Co., Inc. | 3.53% | Add +6.1% | 7,647,594 | $199.6M |
| Geode Capital Management, LLC | 0.01% | Add +10.0% | 6,269,841 | $163.7M |
| Millennium Management | 0.08% | Reduce -10.7% | 4,493,473 | $117.3M |
| FMR LLC | 0.00% | Reduce -5.5% | 3,798,218 | $99.1M |
| Mackenzie Financial Corp. | 0.10% | Add +37.3% | 3,674,134 | $95.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.8% | 3,534,729 | $92.7M |
| Morgan Stanley | 0.00% | Reduce -16.2% | 2,943,691 | $76.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 2,893,103 | $75.5M |
| Northern Trust Corp. | 0.01% | Add +5.0% | 2,786,773 | $72.7M |
| Nomura Asset Management International Inc. | 0.11% | Reduce -7.7% | 2,716,076 | $70.9M |
| Invesco Ltd. | 0.01% | Add +113.9% | 2,431,521 | $63.5M |
| Nuveen, LLC | 0.01% | Reduce -1.7% | 2,320,316 | $60.6M |
| Fuller & Thaler Asset Management, Inc. | 0.16% | New | 2,280,261 | $59.5M |
| Webs Creek Capital Management LP | 10.09% | Add +58.8% | 2,040,529 | $53.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.4% | 1,917,196 | $50.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +560.0% | 1,691,744 | $44.2M |
| Bank of New York Mellon Corp | 0.01% | Add +16.9% | 1,657,438 | $43.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.3% | 1,533,618 | $40.0M |
| Fearnley Asset Management As | 14.04% | Add +7.7% | 1,496,537 | $39.1M |
| Encompass Capital Advisors LLC | 1.63% | Add +107.5% | 1,448,061 | $37.8M |
| Bank of America Corp. | 0.00% | Add +3.9% | 1,310,244 | $34.2M |
| Gotham Asset Management | 0.07% | Reduce -3.4% | 1,186,853 | $31.0M |
| Principal Financial Group Inc. | 0.01% | Add +0.1% | 1,101,837 | $28.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -2.7% | 1,095,487 | $28.6M |
| Tudor Investment Corporation | 0.12% | Add +124.3% | 1,085,503 | $28.3M |
| AQR Capital Management | 0.01% | Reduce -7.3% | 1,000,121 | $26.1M |
| Fisher Asset Management | 0.01% | Add +0.6% | 986,852 | $25.8M |
| Boston Partners | 0.02% | Add +1767.9% | 937,303 | $25.0M |
| First Trust Advisors LP | 0.01% | Reduce -28.9% | 918,135 | $24.0M |
| Ameriprise Financial Inc. | 0.00% | Add +16.6% | 900,635 | $23.5M |
| UBS Group AG | 0.00% | Reduce -59.4% | 844,527 | $22.0M |
| Balyasny Asset Management L.P. | 0.04% | Add +2021.4% | 839,539 | $21.9M |
| Public Sector Pension Investment Board | 0.05% | Reduce -3.4% | 782,474 | $20.4M |
| Aegis Financial Corp. | 3.21% | Add +41.2% | 778,851 | $20.3M |
| Kennedy Capital Management LLC | 0.32% | Reduce -2.9% | 681,877 | $17.8M |
| Capital Fund Management S.A. | 0.12% | Add +56.2% | 666,413 | $17.4M |
| Lazard Asset Management LLC | 0.03% | Add +972.5% | 662,766 | $17.3M |
| Rhumbline Advisers | 0.01% | Reduce -10.9% | 655,372 | $17.1M |
| Sagefield Capital LP | 1.26% | Add +32.8% | 652,363 | $17.0M |
| Bessemer Group Inc. | 0.02% | Add +33952.4% | 642,909 | $16.8M |
| Wellington Management Group LLP | 0.00% | Reduce -77.3% | 625,424 | $16.3M |
| GMO | 0.04% | Reduce -16.9% | 595,401 | $15.5M |
| Glenmede Trust Co. NA | 0.07% | Reduce -1.5% | 588,284 | $15.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +6.1% | 568,301 | $14.8M |
| Creative Planning | 0.01% | Add +36.7% | 551,499 | $14.4M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | Add +247.9% | 536,124 | $14.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.2% | 524,963 | $13.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +2.6% | 517,794 | $13.5M |
| Goehring & Rozencwajg Associates, LLC | 0.77% | Add +5.3% | 513,406 | $13.4M |
| Legal & General Group Plc | 0.00% | Add +5.3% | 501,543 | $13.1M |
| Whitebox Advisors LLC | 0.68% | Reduce -17.6% | 496,601 | $13.0M |
| Jane Street Group, LLC | 0.01% | Add +5225.6% | 492,195 | $12.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -8.9% | 489,260 | $12.8M |
| Marshall Wace, LLP | 0.01% | Add +201.8% | 485,069 | $12.7M |
| Pekin Hardy Strauss, Inc. | 1.12% | Add +3.3% | 485,033 | $12.7M |
| Swiss National Bank | 0.01% | Add +13.4% | 481,133 | $12.6M |
| Citadel Advisors | 0.01% | Add +1550.0% | 435,571 | $11.4M |
| Palisade Capital Management, LP | 0.53% | Reduce -56.6% | 422,097 | $11.0M |
| Leeward Investments, LLC - MA | 0.49% | Reduce -2.4% | 416,483 | $10.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.2% | 414,738 | $10.8M |
| Panagora Asset Management Inc. | 0.03% | Reduce -35.3% | 404,968 | $10.6M |
| California Public Employees Retirement System | 0.01% | Reduce -16.8% | 395,842 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +56.2% | 393,796 | $10.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +23.3% | 370,000 | $9.7M |
| Royce & Associates LP | 0.07% | Reduce -4.0% | 347,944 | $9.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -29.4% | 287,281 | $9.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +76.9% | 325,443 | $8.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.0% | 322,876 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.0% | 303,983 | $7.9M |
| Prudential Financial Inc. | 0.01% | Reduce -8.4% | 290,513 | $7.6M |
| Raymond James Financial Inc. | 0.00% | Add +55.3% | 290,029 | $7.6M |
| California State Teachers Retirement System | 0.01% | Add +11.1% | 278,055 | $7.3M |
| Deutsche Bank AG | 0.00% | Add +16.5% | 276,095 | $7.2M |
| Jump Financial, LLC | 0.07% | Add +3179.9% | 265,046 | $6.9M |
| Bridgewater Associates | 0.03% | New | 265,019 | $6.9M |
| CSM Advisors, LLC | 0.14% | Reduce -3.4% | 250,767 | $6.5M |
| Trexquant Investment LP | 0.04% | New | 243,748 | $6.4M |
| Truffle Hound Capital, LLC | 3.95% | No change | 240,000 | $6.3M |
| Alyeska Investment Group, L.P. | 0.02% | Reduce -57.7% | 230,718 | $6.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.0% | 229,615 | $6.0M |
| Sei Investments Co. | 0.01% | Reduce -40.1% | 226,282 | $5.9M |
| Plustick Management LLC | 2.49% | Add +7.1% | 225,000 | $5.9M |
| Readystate Asset Management LP | 0.38% | Add +293.3% | 222,880 | $5.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +23.4% | 207,187 | $5.4M |
| Horizon Investments, LLC | 0.06% | Add +35.8% | 204,478 | $5.3M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -9.1% | 202,806 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Add +98.0% | 201,257 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.5% | 194,372 | $5.1M |
| Turtle Creek Wealth Advisors, LLC | 0.26% | New | 190,959 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.4% | 189,291 | $4.9M |
| SIR Capital Management, L.P. | 0.55% | New | 182,900 | $4.8M |
| Quantbot Technologies LP | 0.18% | Add +209.8% | 178,800 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +64.7% | 175,161 | $4.6M |
| Citigroup Inc. | 0.00% | Add +22.6% | 169,030 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -63.7% | 165,890 | $4.3M |
| Moody Aldrich Partners LLC | 0.75% | Reduce -9.6% | 159,611 | $4.2M |
| CoreCommodity Management, LLC | 0.79% | Reduce -27.5% | 152,802 | $4.0M |
| Vanguard Global Advisers, LLC | 0.00% | Add +9.3% | 146,112 | $3.8M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -23.4% | 145,237 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Add +4.0% | 141,968 | $3.7M |
| XTX Topco Ltd | 0.05% | Add +1410.8% | 138,993 | $3.6M |
| Aventail Capital Group, LP | 0.21% | Add +319.2% | 138,132 | $3.6M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -0.3% | 136,751 | $3.6M |
| Franklin Resources Inc. | 0.00% | Reduce -19.0% | 134,554 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +9.2% | 133,710 | $3.5M |
| Algert Global LLC | 0.04% | Reduce -36.1% | 133,342 | $3.5M |
| Vontobel Holding Ltd. | 0.01% | Add +2.0% | 127,000 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +27.1% | 124,575 | $3.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +1365.8% | 124,537 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -55.9% | 120,168 | $3.1M |
| Tiptree Advisors, LLC | 1.94% | Reduce -50.0% | 120,000 | $3.1M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.5% | 118,631 | $3.1M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +469.5% | 116,096 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.0% | 115,759 | $3.0M |
| Peregrine Capital Management LLC | 0.10% | Reduce -18.5% | 115,501 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -75.4% | 114,556 | $3.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +183.3% | 113,600 | $3.0M |
| Congress Asset Management Co. | 0.02% | Add +1.0% | 113,445 | $3.0M |
| Fifth Third Bancorp | 0.00% | Add +44.7% | 112,618 | $2.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +7.5% | 111,718 | $2.9M |
| Voya Investment Management LLC | 0.00% | Add +4.0% | 109,970 | $2.9M |
| NFJ Investment Group, LLC | 0.09% | Add +10.9% | 107,494 | $2.8M |
| Jupiter Topco LLC | 0.00% | — | 107,345 | $2.8M |
| Barclays PLC | 0.00% | Reduce -74.6% | 106,484 | $2.8M |
| HRT Financial LP | 0.01% | New | 105,718 | $2.8M |
| Hussman Strategic Advisors, Inc. | 0.63% | New | 105,000 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +9.9% | 103,465 | $2.7M |
| Dockside LLC | 0.63% | — | 103,036 | $2.7M |
| Cetera Investment Advisers | 0.00% | Reduce -4.7% | 102,903 | $2.7M |
| Kornitzer Capital Management Inc. | 0.06% | Add +10.5% | 101,642 | $2.7M |
| Mariner, LLC | 0.00% | Add +54.8% | 101,234 | $2.6M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.5% | 99,800 | $2.6M |
| Wedge Capital Management L L P | 0.04% | Reduce -4.5% | 98,899 | $2.6M |
| Dana Investment Advisors, Inc. | 0.07% | Add +9.0% | 97,178 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -40.4% | 96,510 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +586.6% | 95,925 | $2.5M |
| Expect Equity LLC | 1.61% | No change | 95,806 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.2% | 94,047 | $2.5M |
| Atom Investors LP | 0.21% | Reduce -51.5% | 91,811 | $2.4M |
| IMC-Chicago, LLC | 0.02% | Reduce -16.4% | 88,575 | $2.3M |
| Cozad Asset Management Inc. | 0.15% | Add +4.6% | 88,367 | $2.3M |
| Two Sigma Investments, LP | 0.00% | New | 87,490 | $2.3M |
| Gsa Capital Partners LLP | 0.14% | New | 85,953 | $2.2M |
| Mirae Asset Securities (usa) Inc. | 0.10% | New | 85,576 | $2.2M |
| Brevan Howard Capital Management LP | 0.03% | New | 85,510 | $2.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -65.0% | 85,228 | $2.2M |
| South Dakota Investment Council | 0.04% | Reduce -23.1% | 84,353 | $2.2M |
| Dark Forest Capital Management LP | 0.14% | Add +48.4% | 83,078 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -23.4% | 82,948 | $2.2M |
| Redwood Investment Management, LLC | 0.21% | New | 82,815 | $2.2M |
| J. Safra Sarasin Holding AG | 0.03% | New | 81,901 | $2.1M |
| Ironwood Investment Management LLC | 0.74% | Reduce -14.2% | 81,890 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.1% | 80,314 | $2.1M |
| Caption Management, LLC | 0.08% | New | 80,000 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +31.8% | 79,695 | $2.1M |
| Collar Capital Management, LLC | 1.23% | Reduce -2.9% | 79,651 | $2.1M |
| Quadrature Capital Ltd | 0.02% | Reduce -33.2% | 75,532 | $2.0M |
| Empowered Funds, LLC | 0.01% | Reduce -58.9% | 74,383 | $1.9M |
| Tanglewood Legacy Advisors, LLC | 0.63% | No change | 74,323 | $1.9M |
| Squarepoint Ops LLC | 0.00% | Reduce -91.8% | 74,320 | $1.9M |
| SG Americas Securities, LLC | 0.00% | New | 73,513 | $1.9M |
| MAI Capital Management | 0.01% | Add +4207.7% | 73,490 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.4% | 73,020 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.8% | 71,963 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -67.1% | 70,698 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +174.0% | 69,630 | $1.8M |
| Oliver Luxxe Assets LLC | 0.26% | Reduce -30.7% | 68,050 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.5% | 66,375 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +12.3% | 66,152 | $1.7M |
| CSS LLC | 0.23% | Reduce -15.4% | 65,175 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +15.0% | 63,328 | $1.7M |
| Landscape Capital Management, L.L.C. | 0.11% | Add +4.0% | 62,916 | $1.6M |
| Walleye Trading LLC | 0.02% | Add +60.7% | 62,267 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -6.1% | 61,622 | $1.6M |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +11.9% | 61,023 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Add +454.2% | 59,695 | $1.6M |
| Martingale Asset Management L P | 0.04% | Reduce -16.5% | 58,300 | $1.5M |
| New Age Alpha Advisors, LLC | 0.06% | Add +243.5% | 57,879 | $1.5M |
| SummitTX Capital, L.P. | 0.04% | Reduce -27.4% | 57,738 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +135.8% | 57,623 | $1.5M |
| Engineers Gate Manager LP | 0.02% | New | 57,033 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 56,076 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -19.8% | 55,737 | $1.5M |
| Pathstone Holdings, LLC | 0.00% | Add +3.7% | 54,465 | $1.4M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -14.0% | 54,307 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.5% | 54,010 | $1.4M |
| Pinebridge Investments LLC | 0.01% | No change | 53,763 | $1.4M |
| DRW Securities, LLC | 0.08% | Add +72.3% | 52,903 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -2.5% | 52,111 | $1.4M |
| GF Fund Management Co. LTD. | 0.02% | Add +36.2% | 51,825 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.4% | 51,595 | $1.3M |
| Fulcrum Asset Management LLP | 0.13% | New | 51,348 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -1.2% | 49,945 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 48,563 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.1% | 44,973 | $1.3M |
| Numerai GP LLC | 0.10% | New | 46,904 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +413.5% | 47,383 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +122.2% | 46,499 | $1.2M |
| Sendero Wealth Management, LLC | 0.12% | Reduce -0.4% | 46,008 | $1.2M |
| Man Group plc | 0.00% | Reduce -77.3% | 45,981 | $1.2M |
| BTG Pactual Asset Management US LLC | 0.09% | Reduce -7.9% | 45,550 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,953 | $1.2M |
| Caitong International Asset Management Co., Ltd | 0.16% | Add +14.3% | 44,714 | $1.2M |
| Unifi Asset Management LP | 0.79% | Add +8.4% | 42,890 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Add +2.3% | 41,303 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.5% | 40,675 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +33.9% | 40,070 | $1.1M |
| S&T Bank | 0.31% | Reduce -24.8% | 40,206 | $1.0M |
| Group One Trading LLC | 0.03% | Reduce -34.3% | 39,488 | $1.0M |
| Abel Hall, LLC | 0.18% | Reduce -27.9% | 38,994 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +7.4% | 38,791 | $1.0M |
| Bank of Montreal | 0.00% | Add +1.5% | 37,598 | $981K |
| Vise Technologies, Inc. | 0.01% | New | 37,515 | $979K |
| SMH Capital Advisors Inc. | 3.83% | Reduce -0.1% | 37,399 | $976K |
| Sierra Summit Advisors LLC | 0.11% | Reduce -33.2% | 36,957 | $965K |
| Cresset Asset Management, LLC | 0.00% | Reduce -51.8% | 36,886 | $963K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.3% | 36,856 | $962K |
| Unison Advisors LLC | 0.07% | Add +1.4% | 36,624 | $956K |
| Waldron Private Wealth LLC | 0.03% | Reduce -0.2% | 36,351 | $949K |
| Diversified Trust Co. | 0.02% | Reduce -28.7% | 36,298 | $947K |
| ProShare Advisors LLC | 0.00% | Reduce -10.3% | 34,605 | $903K |
| Vestcor Inc | 0.02% | No change | 34,407 | $898K |
| Saxon Interests, Inc. | 0.25% | Add +0.0% | 34,177 | $892K |
| Catalyst Capital Advisors LLC | 0.01% | No change | 33,782 | $882K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.3% | 33,127 | $865K |
| Brookfield Corp | 0.00% | No change | 32,016 | $836K |
| Legacy Capital Group California, Inc. | 0.24% | Reduce -1.5% | 30,777 | $803K |
| Commons Capital, LLC | 0.55% | New | 30,000 | $783K |
| Glenorchy Capital Ltd | 0.48% | Add +5.0% | 29,653 | $774K |
| M&T Bank Corp | 0.00% | Reduce -0.7% | 28,419 | $742K |
| State of Wyoming | 0.07% | New | 27,704 | $723K |
| Sterling Capital Management LLC | 0.01% | Add +232.6% | 27,651 | $722K |
| Graham Capital Management, L.P. | 0.03% | Reduce -52.4% | 26,787 | $699K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.7% | 26,086 | $681K |
| Inspire Investing, LLC | 0.03% | Add +3.6% | 25,983 | $678K |
| Choreo, LLC | 0.01% | Add +4.8% | 25,754 | $672K |
| STRS Ohio | 0.00% | Reduce -5.2% | 25,500 | $666K |
| Caprock Group, LLC | 0.01% | Add +8.1% | 25,451 | $664K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 25,145 | $656K |
| Fox Run Management, L.L.C. | 0.11% | New | 24,799 | $647K |
| Swiss Life Asset Management Ltd | 0.00% | Add +86.0% | 24,481 | $639K |
| Sagewood Asset Management LP | 0.14% | No change | 24,152 | $630K |
| Xponance LLC | 0.00% | Add +3.4% | 23,720 | $619K |
| Blackstone Inc. | 0.00% | New | 23,599 | $616K |
| Pickering Energy Partners LP | 1.70% | Add +56.7% | 23,500 | $613K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.0% | 22,838 | $596K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.5% | 22,144 | $578K |
| CIBC Asset Management Inc | 0.00% | Add +20.0% | 21,678 | $566K |
| Captrust Financial Advisors | 0.00% | Reduce -4.9% | 21,368 | $558K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -25.9% | 21,347 | $557K |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.5% | 20,536 | $536K |
| Almanack Investment Partners, LLC. | 0.07% | New | 20,123 | $525K |
| Horizon Investment Services, LLC | 0.14% | New | 19,595 | $511K |
| Quantitative Investment Management, LLC | 0.06% | New | 19,486 | $508K |
| Lido Advisors, LLC | 0.00% | New | 19,401 | $506K |
| nVerses Capital, LLC | 0.77% | New | 19,188 | $501K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.5% | 19,059 | $497K |
| PEAK6 LLC | 0.01% | Reduce -25.5% | 18,846 | $492K |
| AE Wealth Management LLC | 0.00% | New | 18,754 | $490K |
| Sippican Capital Advisors | 0.30% | Reduce -9.8% | 18,735 | $489K |
| Burns Matteson Capital Management, LLC | 0.15% | New | 18,628 | $486K |
| Twin Tree Management, LP | 0.07% | New | 18,449 | $482K |
| Tidal Investments LLC | 0.00% | Add +19.7% | 18,189 | $475K |
| IFP Advisors, Inc | 0.01% | Add +1.8% | 18,006 | $470K |
| AlphaCore Capital LLC | 0.01% | Reduce -1.0% | 17,142 | $447K |
| Summit Global Investments | 0.02% | Reduce -61.8% | 17,114 | $447K |
| Walleye Capital LLC | 0.00% | Reduce -77.0% | 16,638 | $434K |
| Moody National Bank Trust Division | 0.04% | Reduce -0.4% | 16,414 | $428K |
| Abacus Planning Group, Inc. | 0.05% | Reduce -6.1% | 16,311 | $426K |
| Signaturefd, LLC | 0.01% | Reduce -3.1% | 16,300 | $425K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +10.3% | 16,162 | $422K |
| Ethic Inc. | 0.01% | Add +71.7% | 15,781 | $412K |
| EP Wealth Advisors, LLC | 0.00% | Add +13.4% | 15,678 | $409K |
| Investors Research Corp | 0.07% | No change | 15,618 | $408K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -4.9% | 15,473 | $404K |
| Investment Advisory Services Inc. /TX | 0.12% | No change | 15,417 | $402K |
| Pacer Advisors, Inc. | 0.00% | Add +279.3% | 15,096 | $394K |
| Gallacher Capital Management LLC | 0.22% | New | 14,866 | $388K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -84.7% | 14,665 | $383K |
| Formidable Asset Management, LLC | 0.06% | New | 14,560 | $380K |
| McGuire Capital Advisors Inc. | 0.21% | New | 14,453 | $377K |
| Sanctuary Advisors, LLC | 0.00% | Add +51.2% | 13,792 | $360K |
| Quad-Cities Investment Group, LLC | 0.13% | Add +2.8% | 13,777 | $360K |
| Amundi | 0.00% | Add +47.0% | 13,768 | $359K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.1% | 13,751 | $359K |
| Savant Capital, LLC | 0.00% | Reduce -11.2% | 12,508 | $358K |
| Sage Rhino Capital LLC | 0.06% | Reduce -2.5% | 13,462 | $351K |
| HighTower Advisors, LLC | 0.00% | Reduce -24.2% | 13,099 | $342K |
| Gryphon Financial Partners LLC | 0.03% | Add +9.7% | 13,067 | $341K |
| Advisory Services Network, LLC | 0.00% | Add +5.7% | 12,665 | $331K |
| Childress Capital Advisors, LLC | 0.05% | New | 12,566 | $328K |
| Blair William & Co. | 0.00% | Reduce -0.9% | 12,551 | $328K |
| Storgate, LLC | 0.07% | New | 12,266 | $320K |
| Bailard, Inc. | 0.01% | New | 12,000 | $313K |
| Freestone Grove Partners LP | 0.00% | New | 11,914 | $311K |
| Capital Counsel LLC | 0.01% | No change | 11,905 | $311K |
| Range Financial Group LLC | 0.08% | Reduce -7.5% | 11,879 | $310K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.7% | 11,344 | $296K |
| Virtu Financial LLC | 0.01% | Reduce -38.9% | 11,301 | $295K |
| Ensign Peak Advisors, Inc | 0.00% | Add +47.9% | 11,271 | $294K |
| Callan Family Office, LLC | 0.01% | Add +4.8% | 11,187 | $292K |
| Texas Yale Capital Corp. | 0.01% | No change | 11,169 | $292K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.6% | 11,124 | $290K |
| Profund Advisors LLC | 0.01% | Reduce -14.5% | 10,993 | $287K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.4% | 10,267 | $268K |
| Verity Asset Management, Inc. | 0.10% | Reduce -11.2% | 10,237 | $267K |
| Moors & Cabot, Inc. | 0.01% | Reduce -19.4% | 10,110 | $264K |
| GAMMA Investing LLC | 0.01% | Add +3.8% | 10,108 | $264K |
| HB Wealth Management, LLC | 0.00% | Add +20.5% | 10,063 | $263K |
| Caitlin John, LLC | 0.14% | New | 10,033 | $262K |
| Manatuck Hill Partners, LLC | 0.09% | New | 10,000 | $261K |
| Frec Markets, Inc. | 0.02% | Add +0.2% | 9,984 | $261K |
| Arax Advisory Partners | 0.00% | Add +256.7% | 9,924 | $259K |
| DAVENPORT & Co LLC | 0.00% | Add +8.3% | 9,897 | $258K |
| Seelaus Asset Management LLC | 0.18% | Reduce -1.9% | 9,843 | $257K |
| Fieldview Capital Management, LLC | 0.07% | New | 9,772 | $255K |
| Brighton Jones LLC | 0.00% | Add +14.0% | 9,758 | $255K |
| Hohimer Wealth Management, LLC | 0.03% | Add +0.5% | 9,688 | $253K |
| Intrust Bank NA | 0.02% | Reduce -4.2% | 9,648 | $252K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -47.3% | 9,639 | $252K |
| QRG Capital Management, Inc. | 0.00% | Add +14.2% | 9,551 | $249K |
| DNB Asset Management AS | 0.00% | Reduce -43.1% | 9,423 | $246K |
| Legacy Wealth Managment, LLC | 0.10% | Add +246.3% | 9,418 | $246K |
| AlphaGrep UK Ltd | 0.07% | New | 9,267 | $242K |
| Chicago Partners Investment Group LLC | 0.00% | New | 7,187 | $241K |
| Post Resch Tallon Group Inc. | 0.17% | No change | 9,200 | $240K |
| RWC Asset Management LLP | 0.01% | Add +7.6% | 9,086 | $237K |
| Kestra Investment Management, LLC | 0.00% | Reduce -56.3% | 9,013 | $235K |
| Permanent Capital Management, LP | 0.03% | New | 8,765 | $229K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Reduce -1.3% | 8,625 | $225K |
| Ruggaard & Associates LLC | 0.08% | Add +2.4% | 8,610 | $225K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.1% | 8,351 | $218K |
| Total Clarity Wealth Management, Inc. | 0.04% | Reduce -9.2% | 8,299 | $217K |
| Praxis Investment Management Inc. | 0.01% | Reduce -14.2% | 8,290 | $216K |
| Merit Financial Group, LLC | 0.00% | Add +10.6% | 7,977 | $208K |
| Stifel Financial Corp. | 0.00% | Reduce -23.8% | 7,971 | $208K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -57.5% | 7,948 | $207K |
| Aigen Investment Management, LP | 0.06% | Reduce -45.1% | 7,908 | $206K |
| D.A. Davidson & Co. | 0.00% | New | 7,777 | $203K |
| KBC Group NV | 0.00% | No change | 7,161 | $187K |
| Virtus Investment Advisers, LLC | 0.04% | Add +9.3% | 7,085 | $185K |
| Hantz Financial Services, Inc. | 0.00% | Add +23.8% | 7,025 | $183K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $183K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.4% | 6,590 | $172K |
| Simplex Trading, LLC | 0.00% | Reduce -35.0% | 6,484 | $169K |
| National Bank of Canada | 0.00% | Add +0.6% | 6,115 | $160K |
| Corient IA LP | 0.15% | No change | 6,060 | $158K |
| Public Employees Retirement System of Ohio | 0.00% | New | 5,874 | $153K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 4,750 | $124K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.1% | 4,712 | $123K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +4.4% | 4,612 | $120K |
| Sankala Group LLC | 0.07% | Add +100.0% | 3,000 | $106K |
| Parkside Financial Bank & Trust | 0.01% | Add +234.2% | 3,780 | $99K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -7.7% | 3,480 | $91K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.0% | 3,460 | $90K |
| Triumph Capital Management | 0.02% | Add +623.6% | 3,408 | $89K |
| Covestor Ltd | 0.05% | Reduce -53.0% | 3,176 | $83K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +1.1% | 3,127 | $82K |
| Allworth Financial LP | 0.00% | Reduce -53.8% | 3,072 | $80K |
| Global Retirement Partners, LLC | 0.00% | — | 3,026 | $79K |
| UMB Bank, n.a. | 0.00% | Reduce -19.2% | 2,779 | $73K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,606 | $68K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,415 | $62K |
| Quent Capital, LLC | 0.00% | Reduce -1.2% | 2,315 | $60K |
| Optiver Holding B.V. | 0.00% | New | 2,276 | $59K |
| Cetera Trust Company, N.A | 0.03% | Add +43.5% | 2,060 | $54K |
| Versant Capital Management, Inc | 0.00% | Add +415.5% | 1,897 | $50K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -60.8% | 1,847 | $48K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +842.9% | 1,848 | $48K |
| Kemnay Advisory Services Inc. | 0.01% | Add +13.4% | 1,729 | $45K |
| Valued Wealth Advisors LLC | 0.02% | Add +56.1% | 1,653 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.5% | 1,615 | $42K |
| Ascentis Independent Advisors | 0.11% | No change | 1,535 | $40K |
| Lanark Financial, Inc. | 0.00% | Add +23.9% | 1,479 | $39K |
| Larson Financial Group LLC | 0.00% | Add +12.9% | 1,466 | $38K |
| American National Bank & Trust | 0.00% | No change | 1,451 | $38K |
| First Horizon Corp. | 0.00% | Reduce -3.9% | 1,442 | $38K |
| Huntington National Bank | 0.00% | Add +17.7% | 1,406 | $37K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,222 | $32K |
| Assetmark, Inc. | 0.00% | Add +7.1% | 1,206 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,078 | $28K |
| Kilter Group LLC | 0.01% | Reduce -7.4% | 1,071 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.3% | 913 | $24K |
| Rothschild Investment LLC | 0.00% | Add +76.7% | 864 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.7% | 839 | $22K |
| Torren Management, LLC | 0.01% | No change | 839 | $22K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -23.9% | 804 | $21K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 764 | $20K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 749 | $20K |
| Valley National Advisers Inc. | 0.00% | Reduce -3.0% | 725 | $19K |
| NewEdge Advisors, LLC | 0.00% | No change | 720 | $19K |
| Eastern Bank | 0.00% | No change | 719 | $19K |
| Bare Financial Services, Inc | 0.00% | Add +66.6% | 663 | $17K |
| Vanguard National Trust Co | 0.00% | No change | 655 | $17K |
| Bell Investment Advisors, Inc | 0.00% | No change | 652 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 528 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +8.4% | 541 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 538 | $14K |
| Rakuten Securities, Inc. | 0.00% | Add +24.4% | 494 | $13K |
| Realta Investment Advisors | 0.00% | Add +0.6% | 470 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 470 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 395 | $10K |
| Avion Wealth | 0.00% | No change | 397 | $10K |
| LRI Investments, LLC | 0.00% | Add +3.0% | 349 | $9K |
| Sachetta, LLC | 0.00% | Add +149.3% | 339 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 316 | $8K |
| CoreCap Advisors, LLC | 0.00% | Add +2508.3% | 313 | $8K |
| Ameriflex Group, Inc. | 0.00% | No change | 305 | $8K |
| Financial Consulate, Inc. | 0.00% | No change | 300 | $8K |
| WealthCollab, LLC | 0.00% | Reduce -21.5% | 277 | $7K |
| Essential Partners LLC | 0.00% | Reduce -53.0% | 271 | $7K |
| Frankly Finances, LLC | 0.01% | New | 270 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 245 | $6K |
| Picton Mahoney Asset Management | 0.00% | Add +741.4% | 244 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -99.6% | 239 | $6K |
| CVA Family Office, LLC | 0.00% | Add +65.8% | 204 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 193 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +69.1% | 186 | $5K |
| Archer Investment Corp | 0.00% | No change | 183 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +74.5% | 178 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 178 | $5K |
| Whittier Trust Co. | 0.00% | No change | 174 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 174 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +90.2% | 156 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 147 | $4K |
| Godsey & Gibb, Inc. | 0.00% | No change | 137 | $4K |
| Quarry LP | 0.00% | New | 131 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +39.1% | 128 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 125 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 124 | $3K |
| Private Trust Co. NA | 0.00% | No change | 124 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -57.6% | 119 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +78.5% | 116 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +12.5% | 108 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 111 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +16.9% | 104 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +243.3% | 103 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 100 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -93.0% | 100 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +11.2% | 99 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +1.1% | 94 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +144.7% | 93 | $2K |
| Stone House Investment Management, LLC | 0.00% | No change | 90 | $2K |
| SHP Wealth Management | 0.00% | No change | 83 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -28.6% | 75 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 62 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 47 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 36 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 44 | $1K |
| SouthState Bank Corp | 0.00% | No change | 43 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +79.2% | 43 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 42 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 37 | $966 |
| Manning & Napier Advisors LLC | 0.00% | New | 36 | $941 |
| International Assets Investment Management, LLC | 0.00% | Reduce -93.3% | 36 | $926 |
| Ankerstar Wealth, LLC | 0.00% | No change | 34 | $887 |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -20.0% | 32 | $838 |
| Breakwater Investment Management | 0.00% | New | 32 | $836 |
| WPG Advisers, LLC | 0.00% | No change | 31 | $809 |
| Rossby Financial, LCC | 0.00% | Add +42.9% | 30 | $783 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 30 | $783 |
| TD Private Client Wealth LLC | 0.00% | New | 29 | $757 |
| Cromwell Holdings LLC | 0.00% | No change | 23 | $600 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -4.3% | 22 | $575 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +450.0% | 22 | $574 |
| Independence Bank of Kentucky | 0.00% | Reduce -99.8% | 21 | $548 |
| Spire Wealth Management | 0.00% | New | 21 | $548 |
| Trust Co | 0.00% | No change | 17 | $444 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 15 | $392 |
| Creative Financial Designs Inc. | 0.00% | Reduce -37.5% | 15 | $392 |
| HFM Investment Advisors, LLC | 0.00% | Add +600.0% | 14 | $366 |
| Collier Financial | 0.00% | No change | 13 | $339 |
| Davis Capital Management | 0.00% | New | 12 | $313 |
| Abound Wealth Management | 0.00% | Add +57.1% | 11 | $288 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 11 | $288 |
| Leonteq Securities AG | 0.00% | No change | 9 | $235 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $164 |
| Signature Equity Partners, LLC | 0.00% | No change | 6 | $157 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 6 | $157 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $131 |
| Raffa Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $104 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $103 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $53 |
| Danske Bank A/S | 0.00% | No change | 2 | $52 |
| Crewe Advisors LLC | 0.00% | No change | 1 | $28 |
| Activest Wealth Management | 0.00% | Add +0.0% | 1 | $26 |
| LSV Asset Management | 0.00% | Reduce -100.0% | 1 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 18 | $0 |
| Navigoe, LLC | 0.00% | New | 8 | $0 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.