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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

484 managers (499 13F filers) reported a position in SM shares at 2026-06-30, 230,108,066 shares in all. 70 filers opened a position and 81 filers sold out during the quarter.

Managers
484
13F filers
499
New
70
Added
205
Reduced
154
Sold out
81
Shares held by filers
230,108,066

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STATE BOARD OF ADMINISTRATION OF FLORID…44,953$1.17M<0.01%013F-HRTimeline
Caitong International Asset Management …44,714$1.17M0.16%+5,59913F-HRTimeline
Unifi Asset Management LP42,890$1.12M0.79%+3,31013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO41,303$1.08M0.02%+92513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,070$1.06M<0.01%+10,14213F-HRTimelineGroup
S&T Bank/PA40,206$1.05M0.31%-13,25813F-HRTimeline
GROUP ONE TRADING LLC39,488$1.03M0.03%-20,61113F-HRTimeline
Abel Hall, LLC38,994$1.02M0.18%-15,10013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC38,791$1.01M<0.01%+2,68313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,598$981K<0.01%+54213F-HRTimelineGroup
Vise Technologies, Inc.37,515$979K0.01%new13F-HRTimeline
SMH CAPITAL ADVISORS INC37,399$976K3.83%-4613F-HR/ATimeline
SIERRA SUMMIT ADVISORS LLC36,957$965K0.11%-18,33113F-HRTimeline
Cresset Asset Management, LLC36,886$963K<0.01%-39,62213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…36,856$962K<0.01%+11113F-HRTimelineGroup
Unison Advisors LLC36,624$956K0.07%+52013F-HRTimeline
Waldron Private Wealth LLC36,351$949K0.03%-8213F-HRTimeline
DIVERSIFIED TRUST CO36,298$947K0.02%-14,63513F-HRTimeline
ProShare Advisors LLC34,605$903K<0.01%-3,95713F-HRTimeline
Vestcor Inc34,407$898K0.02%013F-HRTimeline
SAXON INTERESTS, INC.34,177$892K0.25%+1113F-HRTimeline
Catalyst Capital Advisors LLC33,782$882K0.01%013F-HRTimeline
Maryland State Retirement & Pension Sys…33,127$865K0.01%+11313F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/32,016$836K<0.01%013F-HRTimelineGroup
Legacy Capital Group California, Inc.30,777$803K0.24%-46013F-HRTimeline
COMMONS CAPITAL, LLC30,000$783K0.55%new13F-HRTimeline
Glenorchy Capital Ltd29,653$774K0.48%+1,40413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp28,419$742K<0.01%+12913F-HRTimelineGroup
State of Wyoming27,704$723K0.07%new13F-HRTimeline
Sterling Capital Management LLC27,651$722K0.01%+19,33813F-HRTimeline
Graham Capital Management, L.P.26,787$699K0.02%-29,50513F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…26,086$681K0.01%+18213F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding25,983$678K-12,105Timeline
CHOREO, LLC25,754$672K0.01%+1,17013F-HRTimeline
STRS OHIO25,500$666K<0.01%-1,40013F-HRTimeline
Caprock Group, LLC25,451$664K0.01%+1,90913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…25,145$656K<0.01%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.24,799$647K0.11%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…24,481$639K<0.01%+11,32313F-HRTimelineGroup
Sagewood Asset Management LP24,152$630K0.14%013F-HRTimeline
XPONANCE LLC23,720$619K<0.01%+78013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,678$618K-92,450Timeline
Blackstone Inc.in group Blackstone Inc.23,599$616K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
PICKERING ENERGY PARTNERS LP23,500$613K1.7%+8,50013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,838$596K<0.01%+3,64713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…22,144$578K0.02%+1,73213F-HRTimelineGroup
CIBC Asset Management Inc21,678$566K<0.01%+3,61713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,368$558K<0.01%-1,10213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,347$557K0.01%-7,46313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.20,536$536K<0.01%+9613F-HRTimelineGroup
Almanack Investment Partners, LLC.20,123$525K0.07%new13F-HRTimeline
Horizon Investment Services, LLC19,595$511K0.14%new13F-HRTimeline
Quantitative Investment Management, LLC19,486$508K0.06%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,401$506K<0.01%new13F-HRTimelineGroup
nVerses Capital, LLC19,188$501K0.77%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,059$497K<0.01%+82013F-HR/ATimeline
PEAK6 LLCin group PEAK6 LLC18,846$492K0.01%-6,45813F-HRTimelineGroup
AE Wealth Management LLC18,754$490K<0.01%new13F-HRTimeline
Sippican Capital Advisors18,735$489K0.3%-2,02513F-HRTimeline
Burns Matteson Capital Management, LLC18,628$486K0.15%new13F-HRTimeline
Twin Tree Management, LP18,449$482K0.07%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC18,189$475K<0.01%+2,98913F-HRTimelineGroup
IFP Advisors, Inc18,006$470K0.01%+31513F-HRTimeline
AlphaCore Capital LLC17,142$447K0.01%-16613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments17,114$447K0.02%-27,70613F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…16,414$428K0.04%-6713F-HRTimelineGroup
Abacus Planning Group, Inc.16,311$426K0.05%-1,05713F-HRTimeline
SIGNATUREFD, LLC16,300$425K0.01%-52813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,162$422K0.01%+1,50213F-HRTimeline
Ethic Inc.15,781$412K0.01%+6,59213F-HRTimeline
EP Wealth Advisors, LLC15,678$409K<0.01%+1,85313F-HRTimeline
Investors Research Corp15,618$408K0.07%013F-HRTimeline
Summit Trail Advisors, LLC15,473$404K0.01%-79013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…15,417$402K0.12%013F-HRTimeline
Pacer Advisors, Inc.15,096$394K<0.01%+11,11613F-HRTimeline
Gallacher Capital Management LLC14,866$388K0.22%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE13,034$388K<0.01%+2,26313F-HRTimelineGroup
Formidable Asset Management, LLC14,560$380K0.06%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC14,453$377K0.21%new13F-HRTimeline
Sanctuary Advisors, LLC13,792$360K<0.01%+4,67013F-HRTimeline
Quad-Cities Investment Group, LLC13,777$360K0.13%+37513F-HRTimeline
Amundiin group Amundi13,768$359K<0.01%+4,40413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC13,751$359K0.01%-1813F-HRTimeline
Savant Capital, LLC12,508$358K<0.01%-1,57013F-HRTimeline
SAGE RHINO CAPITAL LLC13,462$351K0.06%-34013F-HRTimeline
HighTower Advisors, LLC13,099$342K<0.01%-4,18913F-HRTimeline
Gryphon Financial Partners LLC13,067$341K0.03%+1,15113F-HRTimeline
Advisory Services Network, LLC12,665$331K<0.01%+68313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC12,566$328K0.05%new13F-HRTimeline
BLAIR WILLIAM & CO/IL12,551$328K<0.01%-11413F-HRTimeline
Storgate, LLC12,266$320K0.07%new13F-HRTimeline
BAILARD, INC.12,000$313K0.01%new13F-HRTimeline
Freestone Grove Partners LP11,914$311K<0.01%new13F-HRTimeline
CAPITAL COUNSEL LLC/NY11,905$311K0.01%013F-HRTimeline
Range Financial Group LLC11,879$310K0.08%-96013F-HRTimeline
Orion Porfolio Solutions, LLC11,344$296K<0.01%+1,18713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,301$295K0.01%-7,20813F-HRTimelineGroup
Ensign Peak Advisors, Inc11,271$294K<0.01%+3,65013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC11,187$292K0.01%+51713F-HRTimelineGroup
Texas Yale Capital Corp.11,169$292K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,124$290K<0.01%+1,97513F-HRTimeline
PROFUND ADVISORS LLC10,993$287K0.01%-1,87013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,267$268K<0.01%-35613F-HRTimelineGroup
Verity Asset Management, Inc.10,237$267K0.1%-1,29213F-HRTimeline
Moors & Cabot, Inc.10,110$264K0.01%-2,43513F-HRTimeline
GAMMA Investing LLC10,108$264K0.01%+37113F-HRTimeline
HB Wealth Management, LLC10,063$263K<0.01%+1,71113F-HRTimeline
Caitlin John, LLC10,033$262K0.14%new13F-HRTimeline
Manatuck Hill Partners, LLC10,000$261K0.09%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.9,984$261K0.02%+1813F-HRTimelineGroup
Arax Advisory Partners9,924$259K<0.01%+7,14213F-HRTimeline
DAVENPORT & Co LLC9,897$258K<0.01%+75513F-HRTimeline
Seelaus Asset Management LLC9,843$257K0.18%-18813F-HRTimeline
Fieldview Capital Management, LLC9,772$255K0.07%new13F-HRTimeline
BRIGHTON JONES LLC9,758$255K<0.01%+1,19613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,688$253K0.03%+4813F-HRTimeline
INTRUST BANK NA9,648$252K0.02%-42013F-HRTimeline
TCI Wealth Advisors, Inc.9,639$252K0.01%-8,63813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,551$249K<0.01%+1,18613F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS9,423$246K<0.01%-7,15213F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9,418$246K0.1%+6,69813F-HRTimelineGroup
AlphaGrep UK Ltd9,267$242K0.07%new13F-HRTimeline
Chicago Partners Investment Group LLC7,187$241K<0.01%new13F-HRTimeline
Post Resch Tallon Group Inc.9,200$240K0.17%013F-HRTimeline
RWC Asset Management LLPin group RWC ASSET ADVISORS (US) LLC9,086$237K0.01%+64113F-HRTimelineGroup
Permanent Capital Management, LP8,765$229K0.03%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,625$225K<0.01%-10913F-HRTimelineGroup
Ruggaard & Associates LLC8,610$225K0.08%+20013F-HRTimeline
Avantax Planning Partners, Inc.8,351$218K0.01%+713F-HRTimeline
Total Clarity Wealth Management, Inc.8,299$217K0.04%-84013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC8,290$216K0.01%-1,37513F-HRTimeline
Merit Financial Group, LLC7,977$208K<0.01%+76113F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,971$208K<0.01%-2,48613F-HRTimelineGroup
Janney Montgomery Scott LLC7,948$207K<0.01%-10,75813F-HRTimeline
Aigen Investment Management, LP7,908$206K0.06%-6,49713F-HRTimeline
D.A. DAVIDSON & CO.7,777$203K<0.01%new13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC7,677$200K0.05%+52013F-HRTimeline
KBC Group NVin group KBC Group NV7,161$187K<0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…7,085$185K0.04%+60313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.7,025$183K<0.01%+1,34913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DekaBank Deutsche Girozentrale5,738$183K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,590$172K<0.01%+1,02613F-HR/ATimeline
SIMPLEX TRADING, LLC6,484$169K<0.01%-3,48413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,115$160K<0.01%+3513F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…5,874$153K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,750$124K<0.01%+7213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,712$123K<0.01%+61713F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.4,612$120K0.01%+19313F-HRTimeline
Sankala Group LLC3,000$106K0.07%+1,50013F-HRTimeline
Farther Finance Advisors, LLC3,460$90.3K<0.01%-4,58413F-HRTimeline
Triumph Capital Management3,408$88.9K0.02%+2,93713F-HRTimeline
Covestor Ltd3,176$83K0.05%-3,57413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,127$82K0.01%+3513F-HRTimeline
Allworth Financial LP3,072$80.2K<0.01%-3,58113F-HRTimeline
Global Retirement Partners, LLC3,026$79K<0.01%13F-HRTimeline
UMB Bank, n.a.2,779$72.5K<0.01%-66013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrated Wealth Concepts LLC2,699$70.5K<0.01%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,606$68K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC2,415$62.1K0.01%013F-HRTimeline
Quent Capital, LLC2,315$60.4K<0.01%-2913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,276$59.4K<0.01%new13F-HRTimelineGroup
Cetera Trust Company, N.A2,060$53.8K0.03%+62513F-HRTimeline
Versant Capital Management, Inc1,897$49.5K<0.01%+1,52913F-HRTimeline
SBI Securities Co., Ltd.1,847$48.2K<0.01%-2,86113F-HRTimeline
Kemnay Advisory Services Inc.1,729$45.1K0.01%+20413F-HRTimeline
Valued Wealth Advisors LLC1,653$43.1K0.02%+59413F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,615$42.2K<0.01%-7613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,535$40.1K0.11%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.1,479$38.6K<0.01%+28513F-HRTimeline
Larson Financial Group LLC1,466$38.3K<0.01%+16813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,451$37.9K<0.01%013F-HRTimeline
FIRST HORIZON CORP1,442$37.6K<0.01%-5913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,406$36.7K<0.01%+21113F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC1,222$31.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,206$31.5K<0.01%+8013F-HRTimelineGroup
Smartleaf Asset Management LLC1,078$28.2K<0.01%013F-HRTimeline
Kilter Group LLC1,071$28K0.01%-8613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…913$23.8K<0.01%-3113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC864$22.6K<0.01%+37513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…839$21.9K<0.01%-29013F-HRTimelineGroup
Torren Management, LLC839$21.9K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp804$21K<0.01%-25213F-HRTimelineGroup
Eurizon Capital SGR S.p.A.764$20K<0.01%new13F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…749$19.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC725$18.9K<0.01%-2213F-HRTimeline
NewEdge Advisors, LLC720$18.8K<0.01%013F-HRTimeline
EASTERN BANK719$18.8K<0.01%013F-HRTimeline
Bare Financial Services, Inc663$17.3K<0.01%+26513F-HRTimeline
Bell Investment Advisors, Inc652$17K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC528$14.7K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…541$14.1K<0.01%+4213F-HRTimeline
Cedar Mountain Advisors, LLC538$14K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.494$12.9K<0.01%+9713F-HRTimelineGroup
Realta Investment Advisors470$12.3K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC470$12K<0.01%013F-HRTimeline
Westside Investment Management, Inc.395$10.3K<0.01%013F-HRTimeline
Avion Wealth397$10K<0.01%013F-HRTimeline
LRI Investments, LLC349$9.11K<0.01%+1013F-HRTimeline
Sachetta, LLC339$8.85K<0.01%+20313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC316$8.25K<0.01%013F-HRTimeline