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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

366 managers (374 13F filers) reported a position in SM shares at 2025-06-30, 114,500,286 shares in all. 33 filers opened a position and 68 filers sold out during the quarter.

Managers
366
13F filers
374
New
33
Added
170
Reduced
128
Sold out
68
Shares held by filers
114,500,286

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Henshaw Capital LLC19,337$478K0.02%013F-HRTimeline
SG Americas Securities, LLC18,920$468K<0.01%+1,19713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,957$467K<0.01%+1,23613F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…18,828$465K<0.01%+1,59013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,542$458K<0.01%-95213F-HRTimelineGroup
IFP Advisors, Inc18,217$451K0.01%-2,42513F-HRTimeline
MQS Management LLC17,901$442K0.24%+6,28313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,127$423K<0.01%-29613F-HRTimelineGroup
Cetera Investment Advisers16,626$411K<0.01%-5613F-HRTimeline
Sippican Capital Advisors15,741$389K0.28%+11613F-HRTimeline
Atria Investments, Inc15,472$382K<0.01%+75413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…15,000$371K0.03%-53413F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO14,765$365K0.02%-3,68513F-HR/ATimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…14,704$363K<0.01%-1,95813F-HRTimelineGroup
CIBC WORLD MARKETS CORP14,069$348K<0.01%-11,32113F-HRTimeline
FOSTER & MOTLEY INC14,048$347K0.02%-4,51213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,824$342K<0.01%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd13,587$336K0.07%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC13,162$330K0.01%+2,72213F-HRTimeline
HighTower Advisors, LLC13,040$322K<0.01%+1,40413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT13,026$322K0.02%+66213F-HRTimeline
Sanctuary Advisors, LLC12,935$320K<0.01%-6,92613F-HRTimeline
BLAIR WILLIAM & CO/IL12,746$315K<0.01%+1313F-HRTimeline
Aster Capital Management (DIFC) Ltd12,584$311K0.07%-36,31213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,071$298K<0.01%-14513F-HRTimelineGroup
Gibbs Wealth Management12,062$298K0.06%+1,63013F-HRTimeline
MML INVESTORS SERVICES, LLC12,040$298K<0.01%+1,03413F-HRTimeline
Range Financial Group LLC11,950$295K0.12%-13,16913F-HRTimeline
CAPITAL COUNSEL LLC/NY11,905$294K0.01%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC7,581$294K0.06%+17613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,810$292K+788Timeline
GTS SECURITIES LLC11,706$289K0.01%-8,09613F-HRTimeline
Petrus Trust Company, LTA11,699$289K0.03%-18,98313F-HRTimeline
BAILARD, INC.11,600$287K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…11,575$286K0.01%013F-HRTimelineGroup
Scott Marsh Financial, LLC11,575$286K0.11%13F-HRTimeline
HRT FINANCIAL LP11,571$285K<0.01%-297,18613F-HRTimeline
Bayesian Capital Management, LP11,484$284K0.04%new13F-HRTimeline
Vestcor Inc11,313$280K0.01%-35,41413F-HRTimeline
Texas Yale Capital Corp.11,169$276K0.01%013F-HRTimeline
AlphaQuest LLC11,105$274K0.03%-5,01413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP11,013$272K0.01%-4,88613F-HRTimeline
Ethic Inc.10,550$265K<0.01%-27,43713F-HRTimeline
FIL Ltdin group FIL Ltd10,683$264K<0.01%-54813F-HRTimelineGroup
Gotham Asset Management, LLC10,023$248K<0.01%-3,67513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,498$235K0.01%+1,90713F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC9,220$228K<0.01%-23,49413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC9,184$227K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC9,163$226K<0.01%-12,09513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP8,758$220K<0.01%-1,55913F-HRTimeline
XPONANCE LLC8,852$219K<0.01%+16413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,341$216K<0.01%new13F-HRTimeline
Vise Technologies, Inc.8,602$213K0.01%13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,599$212K0.04%-1,24813F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC8,578$212K0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC8,290$205K0.01%new13F-HRTimeline
Stonehearth Capital Management, LLC8,247$204K0.08%+23113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,178$202K0.12%-60013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,176$202K0.04%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,123$201K<0.01%new13F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.6,408$158K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,028$149K<0.01%+2,26813F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,022$149K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC5,971$148K0.01%+1,28213F-HRTimeline
SHELL ASSET MANAGEMENT CO5,903$146K0.01%-1,37813F-HRTimeline
DekaBank Deutsche Girozentrale5,738$143K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,667$140K<0.01%-2,20513F-HR/ATimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC4,265$105K0.01%new13F-HR/ATimeline
Covestor Ltd4,137$102K0.06%+3,66013F-HRTimeline
EMC Capital Management4,114$102K0.06%new13F-HRTimeline
Cetera Trust Company, N.A4,060$100K0.06%+1,29513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,900$96.4K<0.01%-1,29513F-HRTimelineGroup
KBC Group NVin group KBC Group NV3,790$94K<0.01%-1,28513F-HRTimelineGroup
Legacy Investment Solutions, LLC3,300$81.5K0.04%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,300$81.5K0.04%+66113F-HRTimelineGroup
NewEdge Advisors, LLC3,276$81K<0.01%+2813F-HRTimeline
SIGNATUREFD, LLC3,118$77K<0.01%+56013F-HRTimeline
Sterling Capital Management LLC3,083$76.2K<0.01%+1,42213F-HR/ATimeline
Caitong International Asset Management …2,871$70.9K0.05%+97213F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,457$60.7K0.02%+2,31613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,884$47K<0.01%-25913F-HR/ATimelineGroup
Smartleaf Asset Management LLC1,865$46.8K<0.01%-2,33213F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,887$46.6K<0.01%+1,45113F-HRTimeline
Byrne Asset Management LLC1,725$42.6K0.03%+25213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,574$39K<0.01%-92313F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,560$38.5K<0.01%013F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.1,475$36K<0.01%-4513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,428$35.3K<0.01%+19613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,400$34.6K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,223$30.2K<0.01%-3113F-HRTimeline
Parallel Advisors, LLC1,097$27.1K<0.01%-2213F-HRTimeline
Farther Finance Advisors, LLC990$24.5K<0.01%+8013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…947$23.4K<0.01%-1713F-HRTimelineGroup
Brooklyn Investment Group879$21.7K<0.01%-25913F-HR/ATimeline
Leonteq Securities AG860$21.3K<0.01%+77513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC852$21K<0.01%+40713F-HRTimelineGroup
UMB Bank, n.a.780$19.3K<0.01%-9013F-HR/ATimeline
Global Wealth Strategies & Associates780$19.3K0.01%+713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…631$15.6K<0.01%-38613F-HRTimelineGroup
Versant Capital Management, Inc590$14.6K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC523$12.9K0.01%-39,32413F-HRTimeline
LANARK FINANCIAL, INC.517$12K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.461$11.4K<0.01%-298,46313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK457$11.3K<0.01%-3013F-HRTimelineGroup
Bell Investment Advisors, Inc448$11.1K<0.01%+25813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.446$11K<0.01%+37113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rise Advisors, LLC420$10.4K<0.01%-6113F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC363$8.97K<0.01%013F-HRTimeline
Arax Advisory Partners335$8.28K<0.01%+16213F-HRTimeline
Clearstead Advisors, LLC334$8.25K<0.01%013F-HRTimeline
Fortitude Family Office, LLC327$8.08K<0.01%+2913F-HRTimeline
Cypress Capital Management LLC (WY)310$7.66K0.01%013F-HRTimeline
SIERRA OCEAN, LLC307$7.59K0.01%+23313F-HRTimeline
MAI Capital Management298$7.36K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP288$7.23K<0.01%+7013F-HRTimelineGroup
Physician Wealth Advisors, Inc.292$7.22K<0.01%+3513F-HRTimeline
CX Institutional275$7K<0.01%-4,05513F-HR/ATimeline
Allworth Financial LP250$6.18K<0.01%+14413F-HRTimeline
Steward Partners Investment Advisory, L…246$6.08K<0.01%-8113F-HRTimeline
Hughes Financial Services, LLC204$5.47K<0.01%+18713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC201$5.42K<0.01%new13F-HRTimeline
Bare Financial Services, Inc213$5.26K<0.01%+15913F-HRTimeline
PRIVATE TRUST CO NA195$4.82K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC190$4.7K<0.01%+16813F-HRTimeline
ROTHSCHILD INVESTMENT LLC180$4.45K<0.01%+3513F-HRTimeline
Larson Financial Group LLC178$4.4K<0.01%+4613F-HRTimeline
Vermillion & White Wealth Management Gr…173$4.28K<0.01%+6913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.156$3.85K<0.01%-24713F-HRTimelineGroup
Global Retirement Partners, LLC154$3.81K<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.127$3.14K<0.01%+12413F-HRTimeline
Realta Investment Advisors122$3.02K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB118$2.92K<0.01%013F-HRTimeline
ORG Partners LLC100$2.6K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC84$2.08K<0.01%+6813F-HRTimeline
Avion Wealth85$2K<0.01%+4813F-HR/ATimeline
Parkside Financial Bank & Trust80$1.98K<0.01%-8613F-HRTimeline
CVA Family Office, LLC78$1.93K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…75$1.85K<0.01%-513F-HRTimelineGroup
Essential Partners LLC64$1.58K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc58$1.43K<0.01%013F-HRTimeline
Sound Income Strategies, LLC51$1.26K<0.01%013F-HRTimeline
Addison Advisors LLC50$1.24K<0.01%-29113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp48$1.19K<0.01%+3013F-HRTimelineGroup
True Wealth Design, LLC47$1.16K<0.01%+4413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$1.09K<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC42$1.04K<0.01%+1913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT29$1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC25$1K<0.01%new13F-HRTimeline
Archer Investment Corp40$988<0.01%+2013F-HRTimeline
Financial Network Wealth Advisors LLC37$923<0.01%013F-HRTimeline
Clearstead Trust, LLC37$915<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.31$759<0.01%+113F-HRTimeline
Quarry LP22$544<0.01%-14513F-HRTimeline
Riggs Asset Managment Co. Inc.19$470<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$371<0.01%-2613F-HRTimeline
SBI Securities Co., Ltd.11$272<0.01%new13F-HRTimeline
NewSquare Capital LLC7$173<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5$124<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC5$124<0.01%013F-HRTimeline
Abound Wealth Management5$124<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$75<0.01%-5013F-HRTimeline
HFM Investment Advisors, LLC3$74<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC1$24<0.01%-113F-HRTimeline
Hemington Wealth Management14$00%-6213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.