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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

417 managers (426 13F filers) reported a position in SM shares at 2024-12-31, 115,186,871 shares in all. 52 filers opened a position and 58 filers sold out during the quarter.

Managers
417
13F filers
426
New
52
Added
145
Reduced
162
Sold out
58
Shares held by filers
115,186,871

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gallo Partners, LP24,000$930K0.69%13F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV23,802$923K0.18%+1,18913F-HR/ATimeline
Vestcor Inc23,613$915K0.03%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…22,949$890K0.02%-14,10513F-HRTimelineGroup
TRUST POINT INC.22,819$884K0.06%-3,05813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,111$857K<0.01%-3,40313F-HRTimelineGroup
DIVERSIFIED TRUST CO21,776$844K0.02%+3,08913F-HRTimeline
Range Financial Group LLC21,495$833K0.38%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO21,214$822K0.05%+16813F-HRTimelineGroup
HUSSMAN STRATEGIC ADVISORS, INC.21,000$814K0.24%new13F-HRTimeline
Janney Montgomery Scott LLC20,740$804K<0.01%-1,61713F-HRTimeline
CX Institutional20,645$800K0.03%-3,07313F-HRTimeline
ARISTEIA CAPITAL, L.L.C.20,271$786K0.03%+10,42213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,226$784K<0.01%-3,14213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,812$768K<0.01%-1,32213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,731$765K<0.01%-6,11213F-HR/ATimelineGroup
Connor, Clark & Lunn Investment Managem…19,424$753K<0.01%new13F-HRTimeline
Sterling Capital Management LLC18,993$736K0.01%+2,71113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC18,878$732K0.02%+12,51113F-HRTimelineGroup
Ruffer LLP18,783$728K0.03%new13F-HRTimeline
CHOREO, LLC18,634$717K0.01%-89113F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…17,332$672K0.01%+12313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,186$666K0.03%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC16,505$640K0.01%-1,51013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…16,441$637K<0.01%+13513F-HRTimelineGroup
Sippican Capital Advisors16,325$633K0.46%-57513F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding15,575$604K+10,389Timeline
Henshaw Capital LLC15,327$594K0.02%013F-HRTimeline
ALGERT GLOBAL LLC15,120$586K0.01%-156,88013F-HR/ATimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…15,000$581K0.06%013F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC14,236$552K<0.01%-4213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,824$536K<0.01%-20513F-HRTimeline
Atria Investments, Inc13,569$526K0.01%-9,34713F-HRTimeline
OXFORD ASSET MANAGEMENT LLP13,265$514K0.24%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Campbell & CO Investment Adviser LLC12,961$502K0.04%-11,41113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT12,876$499K0.03%+1,42313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…12,547$486K0.01%+3,88213F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP12,384$480K0.04%new13F-HRTimeline
HighTower Advisors, LLC12,015$466K<0.01%+14813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…11,970$464K0.02%+37913F-HRTimelineGroup
CAPITAL COUNSEL LLC/NY11,905$461K0.02%013F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC11,700$452K<0.01%-10,85013F-HRTimelineGroup
BAILARD, INC.11,609$450K0.01%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC11,461$444K0.14%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments11,445$444K0.03%-32813F-HRTimelineGroup
FIL Ltdin group FIL Ltd11,362$440K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL11,225$435K<0.01%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.11,178$433K0.08%new13F-HRTimeline
Texas Yale Capital Corp.11,169$433K0.02%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,049$428K<0.01%+2,05413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,947$424K<0.01%-21413F-HRTimelineGroup
CIBC WORLD MARKETS CORP10,708$415K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,488$407K<0.01%+2,47713F-HRTimeline
Engineers Gate Manager LP10,326$400K0.01%new13F-HRTimeline
INTRUST BANK NA10,229$396K0.04%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP9,928$385K0.06%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP9,881$383K0.02%new13F-HRTimeline
Verdence Capital Advisors LLC9,603$372K0.03%+8013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,578$371K0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,410$365K<0.01%+1,47813F-HRTimeline
AlphaQuest LLC9,406$365K0.05%-6,22713F-HRTimeline
Orion Porfolio Solutions, LLC9,281$360K<0.01%-5,56813F-HRTimeline
Orion Portfolio Solutions, LLC9,281$360K<0.01%-5,56813F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,150$355K0.09%-1,76013F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC8,980$348K<0.01%013F-HRTimelineGroup
TWINBEECH CAPITAL LP8,929$346K0.01%new13F-HRTimeline
FOSTER & MOTLEY INC8,833$342K0.02%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,778$340K0.22%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,679$336K<0.01%-11413F-HRTimelineGroup
SIMPLEX TRADING, LLC8,533$330K0.01%new13F-HRTimeline
Fieldview Capital Management, LLC8,493$329K0.05%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,319$322K0.02%-13,91313F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC8,304$322K0.04%new13F-HRTimeline
Gallacher Capital Management LLC8,206$318K0.16%+35013F-HRTimeline
XPONANCE LLC8,172$317K<0.01%+22313F-HRTimeline
Lee Financial Co8,000$310K0.04%013F-HRTimeline
SG Americas Securities, LLC7,972$309K<0.01%-5,83313F-HRTimeline
Gibbs Wealth Management7,891$306K0.08%+1,15513F-HRTimeline
Petrus Trust Company, LTA7,870$305K0.03%-3,09213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,862$305K<0.01%+82513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,683$298K<0.01%-9013F-HR/ATimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,595$294K0.03%new13F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO7,594$294K0.01%-1713F-HRTimeline
CIM INVESTMENT MANAGEMENT INC7,581$294K0.09%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,560$293K0.02%-81313F-HRTimeline
CIBC Asset Management Inc7,539$292K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,823$291K<0.01%+49913F-HRTimelineGroup
Crossmark Global Holdings, Inc.7,414$287K0.01%-1013F-HRTimeline
111 Capital7,238$281K0.06%13F-HRTimeline
Caprock Group, LLC7,234$280K0.01%-12113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,975$270K<0.01%+49213F-HRTimelineGroup
Quantinno Capital Management LP6,718$260K<0.01%+40213F-HRTimeline
Proficio Capital Partners LLC6,606$256K0.02%new13F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC6,592$256K<0.01%-4,53113F-HRTimelineGroup
Stonehearth Capital Management, LLC6,528$253K0.1%-68213F-HRTimeline
AIA Group Ltdin group AIA Group Ltd6,503$252K0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.6,408$248K0.02%new13F-HRTimeline
PROFUND ADVISORS LLC6,383$247K0.01%+28213F-HRTimeline
CFM WEALTH PARTNERS LLC6,277$243K0.04%013F-HRTimeline
Heritage Family Offices, LLP6,237$242K0.12%+72613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,037$234K<0.01%-14713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,888$228K<0.01%-4,93913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,866$227K0.01%-1,88613F-HRTimeline
SYON CAPITAL LLC5,726$222K0.02%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,704$221K<0.01%-36813F-HRTimelineGroup
CIBC WORLD MARKET INC.5,690$221K<0.01%-8813F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,650$219K0.01%-25,96013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,633$218K<0.01%-1,11313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,565$216K<0.01%+18813F-HRTimelineGroup
DekaBank Deutsche Girozentrale5,738$214K<0.01%013F-HRTimeline
Corton Capital Inc.5,486$213K0.12%new13F-HRTimeline
Portside Wealth Group, LLC5,482$212K0.04%+47813F-HR/ATimeline
GAMMA Investing LLC5,426$210K0.02%-1,63613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,395$209K0.01%new13F-HRTimelineGroup
Numerai GP LLC5,360$208K0.06%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP5,304$206K<0.01%-2,40013F-HRTimeline
KBC Group NVin group KBC Group NV4,854$188K<0.01%+1,53313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,730$183K<0.01%+1,85413F-HRTimelineGroup
IFP Advisors, Inc4,593$178K0.01%+613F-HRTimeline
Smartleaf Asset Management LLC4,140$159K0.02%+3,47013F-HRTimeline
Plato Investment Management Ltd3,863$150K0.01%013F-HRTimeline
SIGNATUREFD, LLC2,885$112K<0.01%+7713F-HRTimeline
CWM, LLCin group CWM, LLC2,805$109K<0.01%-4813F-HRTimelineGroup
Cetera Trust Company, N.A2,440$94.6K0.06%-60013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,398$93K<0.01%-43913F-HRTimelineGroup
Bayforest Capital Ltd2,389$92.6K0.12%13F-HRTimeline
NewEdge Advisors, LLC2,241$86.8K<0.01%+1013F-HRTimeline
Global Retirement Partners, LLC2,179$84.5K<0.01%+73613F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,169$84.1K-53,427Timeline
Archer Investment Corp1,950$75.6K0.02%013F-HRTimeline
Legacy Investment Solutions, LLC1,734$64.8K0.04%-17313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,734$64.8K0.04%-17313F-HRTimelineGroup
R Squared Ltd1,570$60.9K0.06%13F-HRTimeline
Farther Finance Advisors, LLC1,531$59.3K<0.01%+113F-HRTimeline
GW&K Investment Management, LLC1,456$56K<0.01%-35513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,400$54.3K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,254$48.6K<0.01%-39213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,189$46.1K<0.01%-23213F-HRTimelineGroup
Caitong International Asset Management …1,097$42.5K0.04%13F-HR/ATimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD990$38.4K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…943$36.6K<0.01%+3413F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.841$33K<0.01%+10113F-HRTimeline
Global Wealth Strategies & Associates769$29.8K0.01%+413F-HRTimeline
UMB Bank, n.a.750$29.1K<0.01%-8613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lindbrook Capital, LLC668$25.9K<0.01%-8413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK657$25.5K<0.01%+8213F-HRTimelineGroup
Coppell Advisory Solutions LLC608$23.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…600$23.3K<0.01%-16413F-HRTimelineGroup
Byrne Asset Management LLC540$20.9K0.01%-24013F-HRTimeline
Hexagon Capital Partners LLC493$19.1K<0.01%+19413F-HRTimeline
MassMutual Private Wealth & Trust, FSB487$18.9K<0.01%-4113F-HRTimeline
Covestor Ltd476$18K0.01%+213F-HRTimeline
Clearstead Advisors, LLC417$16.2K<0.01%013F-HRTimeline
EnRich Financial Partners LLC400$15.5K0.01%013F-HRTimeline
Realta Investment Advisors362$14.7K0.01%+10113F-HRTimeline
Parallel Advisors, LLC372$14.4K<0.01%+3113F-HRTimeline
Rise Advisors, LLC360$13.9K0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC327$13K<0.01%+12313F-HRTimelineGroup
Cypress Capital Management LLC (WY)310$12K0.01%013F-HRTimeline
Fortitude Family Office, LLC298$11.6K<0.01%-4513F-HRTimeline
Steward Partners Investment Advisory, L…289$11.2K<0.01%+13913F-HRTimeline
Blue Trust, Inc.234$9.07K<0.01%-79113F-HR/ATimeline
LGT Financial Advisors LLC231$8.95K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.228$8.77K0.01%-18213F-HRTimeline
WealthCollab, LLC225$8.72K0.01%013F-HRTimeline
Allworth Financial LP197$8.23K<0.01%-8213F-HRTimeline
PRIVATE TRUST CO NA195$7.56K<0.01%-2013F-HRTimeline
Addison Advisors LLC191$7.4K<0.01%-23413F-HRTimeline
Park Square Financial Group, LLC185$7.17K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc162$6.28K<0.01%-213F-HRTimeline
Quarry LP141$5.46K<0.01%new13F-HRTimeline
Larson Financial Group LLC132$5.12K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC120$4.65K<0.01%+7313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB118$4.57K<0.01%013F-HRTimeline
Versant Capital Management, Inc112$4.34K<0.01%+9313F-HRTimeline
Cape Investment Advisory, Inc.101$3.92K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC100$3.88K<0.01%+1813F-HRTimeline
Brooklyn Investment Group95$3.68K<0.01%new13F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC93$3.6K<0.01%new13F-HR/ATimeline
Leonteq Securities AG85$3.29K<0.01%-2,50013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80$3.1K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC80$3.1K<0.01%-1,12613F-HRTimeline
Hemington Wealth Management87$3K<0.01%+3513F-HRTimeline
LRI Investments, LLC75$2.89K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC72$2.79K<0.01%new13F-HRTimeline
CVA Family Office, LLC71$2.75K<0.01%+4513F-HRTimeline
AdvisorNet Financial, Inc58$2.25K<0.01%-2513F-HRTimeline
Quent Capital, LLC54$2.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50$1.94K<0.01%-913F-HRTimelineGroup
Arax Advisory Partners45$1.74K<0.01%+1913F-HRTimeline
Cassady Schiller Wealth Management, LLC42$1.63K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…38$1.59K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$1.55K<0.01%-7013F-HRTimeline
SIERRA OCEAN, LLC38$1.47K<0.01%13F-HRTimeline
Rakuten Securities, Inc.35$1.36K<0.01%new13F-HRTimeline
Bogart Wealth, LLC33$1.28K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.30$1.17K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29$1.12K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust28$1.09K<0.01%013F-HRTimeline
Avion Wealth37$1K<0.01%-1113F-HRTimeline