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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

398 managers (407 13F filers) reported a position in SM shares at 2025-03-31, 116,128,827 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers
398
13F filers
407
New
64
Added
157
Reduced
143
Sold out
84
Shares held by filers
116,128,827

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sciencast Management LP25,260$757K0.17%-2,49713F-HRTimeline
Range Financial Group LLC25,119$752K0.33%+3,62413F-HRTimeline
Empirical Finance, LLC24,856$744K0.04%+11713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC24,812$743K0.04%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…24,685$739K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC24,308$728K0.03%+16,74813F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding22,404$671K+293Timeline
Radnor Capital Management, LLC22,325$669K0.11%-4,80013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.21,888$656K0.01%new13F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments21,799$653K0.05%+10,35413F-HRTimelineGroup
Janney Montgomery Scott LLC21,258$637K<0.01%+51813F-HRTimeline
IFP Advisors, Inc20,642$618K0.02%+16,04913F-HRTimeline
Gallacher Capital Management LLC20,458$613K0.3%+12,25213F-HRTimeline
Y-Intercept (Hong Kong) Ltd20,393$611K0.04%+12,07413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD20,010$599K<0.01%-21,34813F-HRTimeline
Ellevest, Inc.19,893$596K0.04%-7,22913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,864$595K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC19,861$595K<0.01%-48,20713F-HRTimeline
GTS SECURITIES LLC19,802$593K0.03%-7,07213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,494$584K<0.01%-7,11913F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC19,470$583K0.01%+2,96513F-HRTimelineGroup
Henshaw Capital LLC19,337$579K0.03%+4,01013F-HRTimeline
Neo Ivy Capital Management18,634$558K0.18%-66,29913F-HRTimeline
FOSTER & MOTLEY INC18,560$556K0.04%+9,72713F-HRTimeline
PITCAIRN COin group PITCAIRN CO18,450$553K0.03%-2,76413F-HRTimelineGroup
STRS OHIO18,000$539K<0.01%-6,10013F-HRTimeline
SG Americas Securities, LLC17,723$531K<0.01%+9,75113F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding17,708$530K+2,133Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,721$529K<0.01%+6,02113F-HRTimelineGroup
CHOREO, LLC17,549$526K0.01%-1,08513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,423$522K<0.01%-2,38913F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…17,238$516K<0.01%+79713F-HRTimelineGroup
Cetera Investment Advisers16,682$500K<0.01%-13,13313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…16,662$499K0.01%-67013F-HR/ATimelineGroup
AlphaQuest LLC16,119$483K0.05%+6,71313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP15,899$476K0.02%+6,01813F-HRTimeline
Sippican Capital Advisors15,625$468K0.35%-70013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…15,534$465K0.05%+53413F-HRTimelineGroup
Verdence Capital Advisors LLC15,127$453K0.03%+5,52413F-HRTimeline
Atria Investments, Inc14,718$441K0.01%+1,14913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,570$437K<0.01%-5,65613F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC14,236$426K<0.01%013F-HRTimeline
TRUST POINT INC.14,138$423K0.04%-8,68113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,824$414K<0.01%013F-HRTimeline
Gotham Asset Management, LLC13,698$410K<0.01%-25,38613F-HRTimeline
ALGERT GLOBAL LLC13,360$400K0.01%-1,76013F-HR/ATimeline
PDT Partners, LLC12,952$388K0.03%-17,27813F-HRTimeline
BLAIR WILLIAM & CO/IL12,733$381K<0.01%+1,50813F-HRTimeline
Polymer Capital Management (US) LLC12,729$381K0.12%new13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT12,364$370K0.02%-51213F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.12,260$367K0.06%+1,08213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,216$366K<0.01%-15,91113F-HRTimelineGroup
CAPITAL COUNSEL LLC/NY11,905$357K0.02%013F-HRTimeline
HighTower Advisors, LLC11,636$348K<0.01%-37913F-HRTimeline
MQS Management LLC11,618$348K0.2%new13F-HRTimeline
BAILARD, INC.11,600$347K0.01%-913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…11,575$347K0.01%-39513F-HRTimelineGroup
FIL Ltdin group FIL Ltd11,231$336K<0.01%-13113F-HRTimelineGroup
Texas Yale Capital Corp.11,169$335K0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,022$330K+75Timeline
MML INVESTORS SERVICES, LLC11,006$330K<0.01%+51813F-HRTimeline
Gibbs Wealth Management10,432$312K0.08%+2,54113F-HRTimeline
WOLVERINE TRADING, LLC10,440$307K0.01%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP10,317$303K<0.01%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,847$295K0.08%+69713F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,800$264K<0.01%-61013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,778$263K0.17%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,695$260K<0.01%new13F-HRTimelineGroup
XPONANCE LLC8,688$260K<0.01%+51613F-HRTimeline
AIA Group Ltdin group AIA Group Ltd8,631$258K0.01%+2,12813F-HRTimelineGroup
Crossmark Global Holdings, Inc.8,355$250K<0.01%+94113F-HRTimeline
Orion Porfolio Solutions, LLC8,271$248K<0.01%-1,01013F-HRTimeline
Orion Portfolio Solutions, LLC8,271$248K<0.01%-1,01013F-HR/ATimeline
SHERBROOKE PARK ADVISERS LLC8,235$247K0.11%new13F-HRTimeline
Stonehearth Capital Management, LLC8,016$240K0.1%+1,48813F-HRTimeline
Scientech Research LLC7,953$238K0.06%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,872$236K<0.01%+89713F-HRTimelineGroup
Quantinno Capital Management LP7,742$232K<0.01%+1,02413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,591$227K0.01%+2,86113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC7,454$223K0.01%+1,58813F-HRTimeline
CIBC Asset Management Inc7,425$222K<0.01%-11413F-HRTimeline
CIM INVESTMENT MANAGEMENT INC7,405$222K0.05%-17613F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…7,542$222K0.01%new13F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO7,281$218K0.01%-31313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC6,808$204K<0.01%+92013F-HRTimelineGroup
Olympiad Research LP6,800$204K0.24%new13F-HRTimeline
OAKWORTH CAPITAL, INC.6,408$192K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,022$180K<0.01%new13F-HRTimelineGroup
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…5,969$179K0.08%new13F-HRTimelineGroup
DekaBank Deutsche Girozentrale5,738$166K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV5,075$152K<0.01%+22113F-HRTimelineGroup
GAMMA Investing LLC4,689$140K0.01%-73713F-HR/ATimeline
CX Institutional4,330$130K<0.01%-16,31513F-HRTimeline
Smartleaf Asset Management LLC4,197$123K0.01%+5713F-HRTimeline
CWM, LLCin group CWM, LLC3,760$113K<0.01%+95513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,195$106K<0.01%-1,62813F-HRTimelineGroup
SIMPLEX TRADING, LLC3,458$103K<0.01%-5,07513F-HRTimeline
NewEdge Advisors, LLC3,248$97.3K<0.01%+1,00713F-HRTimeline
Cetera Trust Company, N.A2,765$82.8K0.05%+32513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,639$79K0.06%+90513F-HRTimelineGroup
SIGNATUREFD, LLC2,558$76.6K<0.01%-32713F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,497$75K<0.01%+9913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,143$64.2K<0.01%-17,58813F-HRTimelineGroup
Caitong International Asset Management …1,899$56.9K0.04%+80213F-HRTimeline
Sterling Capital Management LLC1,661$49.7K<0.01%-17,33213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,560$46.7K<0.01%+57013F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.1,520$46K<0.01%+67913F-HRTimeline
Flaharty Asset Management, LLC1,500$44.9K0.01%new13F-HRTimeline
Byrne Asset Management LLC1,473$44.1K0.03%+93313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,400$41.9K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,254$37.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,232$36.9K<0.01%+4313F-HRTimelineGroup
Brooklyn Investment Group1,138$34.1K0.01%+1,04313F-HRTimeline
Parallel Advisors, LLC1,119$33.5K<0.01%+74713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,017$30.5K<0.01%+41713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…964$28.9K<0.01%+2113F-HRTimelineGroup
Farther Finance Advisors, LLC910$27.1K<0.01%-62113F-HRTimeline
UMB Bank, n.a.870$26.1K<0.01%+12013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLDSTREAM CAPITAL MANAGEMENT INC809$24.2K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates773$23.1K0.01%+413F-HRTimeline
Lindbrook Capital, LLC547$16.4K<0.01%-12113F-HRTimeline
Hexagon Capital Partners LLC545$16.3K<0.01%+5213F-HRTimeline
LANARK FINANCIAL, INC.517$15K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK487$14.6K<0.01%-17013F-HRTimelineGroup
Rise Advisors, LLC481$14.4K0.01%+12113F-HRTimeline
Covestor Ltd477$14K0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB436$13.1K<0.01%-5113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC445$13K<0.01%+11813F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.403$12.1K<0.01%new13F-HRTimelineGroup
GW&K Investment Management, LLC401$12K<0.01%-1,05513F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC363$10.9K<0.01%+27013F-HRTimeline
Addison Advisors LLC341$10.2K<0.01%+15013F-HRTimeline
Clearstead Advisors, LLC334$10K<0.01%-8313F-HRTimeline
Steward Partners Investment Advisory, L…327$9.79K<0.01%+3813F-HRTimeline
Cypress Capital Management LLC (WY)310$9.29K0.01%013F-HRTimeline
Fortitude Family Office, LLC298$8.93K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.257$7.7K<0.01%new13F-HRTimeline
Blue Trust, Inc.234$7.01K<0.01%013F-HRTimeline
WealthCollab, LLC225$6.74K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP218$6.41K<0.01%+16813F-HR/ATimelineGroup
PRIVATE TRUST CO NA195$5.84K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc190$5.69K<0.01%+2813F-HRTimeline
Plante Moran Financial Advisors, LLC183$5.5K<0.01%new13F-HRTimeline
Arax Advisory Partners173$5.18K<0.01%+12813F-HRTimeline
Quarry LP167$5K<0.01%+2613F-HRTimeline
Parkside Financial Bank & Trust166$4.97K<0.01%+13813F-HRTimeline
SVB WEALTH LLC153$4.58K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC145$4.34K<0.01%+10513F-HRTimeline
SUMMIT SECURITIES GROUP LLC141$4.22K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC141$4.22K<0.01%new13F-HRTimeline
Larson Financial Group LLC132$3.95K<0.01%013F-HRTimeline
Realta Investment Advisors122$3.65K<0.01%-24013F-HRTimeline
Wilmington Savings Fund Society, FSB118$3.53K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…104$3.12K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.101$3.02K<0.01%013F-HRTimeline
ORG Partners LLC100$2.98K<0.01%new13F-HRTimeline
Leonteq Securities AG85$2.55K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.84$2.52K<0.01%new13F-HRTimelineGroup
Allworth Financial LP106$2.46K<0.01%-9113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80$2.4K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC74$2.22K<0.01%+3613F-HRTimeline
Hemington Wealth Management76$2K<0.01%-1113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.75$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc58$1.74K<0.01%013F-HRTimeline
Continuum Advisory, LLC57$1.71K<0.01%new13F-HRTimeline
Quent Capital, LLC54$1.63K<0.01%013F-HRTimeline
Bare Financial Services, Inc54$1.62K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC53$1.59K<0.01%-4713F-HRTimeline
Sound Income Strategies, LLC51$1.52K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC47$1.41K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV41$1.23K<0.01%+1213F-HRTimeline
Financial Network Wealth Advisors LLC37$1.11K<0.01%new13F-HRTimeline
Avion Wealth37$1K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT29$1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.30$912<0.01%013F-HRTimeline
Stephens Consulting, LLC30$899<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC23$689<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC22$659<0.01%013F-HRTimeline
Archer Investment Corp20$599<0.01%-1,93013F-HRTimeline
SJS Investment Consulting Inc.20$599<0.01%-513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18$540<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC17$510<0.01%013F-HR/ATimeline
Hughes Financial Services, LLC17$506<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC16$480<0.01%new13F-HRTimeline
CoreCap Advisors, LLC15$449<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC14$419<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC14$419<0.01%013F-HRTimeline
Global Financial Private Client, LLC13$389<0.01%+513F-HRTimeline
WealthTrak Capital Management LLC10$300<0.01%+513F-HRTimeline
Private Wealth Asset Management, LLC5$150<0.01%13F-HRTimeline
Abound Wealth Management5$150<0.01%-313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$90<0.01%013F-HRTimeline
True Wealth Design, LLC3$90<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$59<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC1$30<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.