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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

375 managers (383 13F filers) reported a position in SM shares at 2025-09-30, 117,174,346 shares in all. 54 filers opened a position and 41 filers sold out during the quarter.

Managers
375
13F filers
383
New
54
Added
157
Reduced
123
Sold out
41
Shares held by filers
117,174,346

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Freestone Grove Partners LP19,454$486K<0.01%-498,69213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,254$481K<0.01%-1,91213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC19,187$479K0.01%+13,16513F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd19,042$475K0.1%+5,45513F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,957$473K<0.01%013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…18,828$470K<0.01%013F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.18,514$462K0.07%new13F-HRTimeline
GTS SECURITIES LLC18,365$459K0.02%+6,65913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,653$441K<0.01%+52613F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC17,469$436K0.03%new13F-HRTimeline
IFP Advisors, Inc17,131$428K0.01%-1,08613F-HR/ATimeline
Maryland State Retirement & Pension Sys…16,526$413K0.01%-17,11313F-HRTimeline
Concentric Capital Strategies, LP16,403$410K0.02%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding16,010$400K+12,110Timeline
Sippican Capital Advisors15,742$393K0.26%+113F-HRTimeline
Atria Investments, Inc15,403$385K<0.01%-6913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…15,046$376K0.03%+4613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,824$345K<0.01%013F-HRTimeline
HighTower Advisors, LLC13,743$343K<0.01%+70313F-HRTimeline
PITCAIRN COin group PITCAIRN CO13,562$339K0.03%-1,20313F-HRTimelineGroup
Gryphon Financial Partners LLC13,030$325K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC13,022$325K<0.01%+98213F-HRTimeline
Graham Capital Management, L.P.12,982$324K0.01%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…12,877$322K<0.01%-1,82713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL12,757$319K<0.01%+1113F-HRTimeline
Fieldview Capital Management, LLC12,711$317K0.05%new13F-HRTimeline
ARISTEIA CAPITAL, L.L.C.12,222$305K0.01%new13F-HRTimeline
FOSTER & MOTLEY INC11,959$299K0.02%-2,08913F-HRTimeline
CAPITAL COUNSEL LLC/NY11,905$297K0.01%013F-HRTimeline
BAILARD, INC.11,624$290K0.01%+2413F-HRTimeline
Entropy Technologies, LP11,365$284K0.02%new13F-HRTimeline
Texas Yale Capital Corp.11,169$279K0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,946$273K0.02%new13F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD10,915$273K<0.01%-14,60013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,500$262K<0.01%-198,40013F-HRTimeline
TRUST POINT INC.10,469$261K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC10,401$260K<0.01%-2,53413F-HR/ATimeline
TWINBEECH CAPITAL LP10,375$259K0.01%-46,57313F-HRTimeline
Gotham Asset Management, LLC10,281$257K<0.01%+25813F-HRTimeline
Gibbs Wealth Management10,262$256K0.06%-1,80013F-HRTimeline
Janney Montgomery Scott LLC9,857$246K<0.01%+69413F-HRTimeline
Bridgefront Capital, LLC9,824$245K0.07%new13F-HRTimeline
Sequoia Financial Advisors, LLC9,686$242K<0.01%new13F-HRTimeline
Range Financial Group LLC9,660$241K0.09%-2,29013F-HRTimeline
Arete Wealth Advisors, LLC9,660$241K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,540$238K0.01%-2,03513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding9,486$237K-2,324Timeline
EVERGREEN CAPITAL MANAGEMENT LLC9,097$227K0.01%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC9,047$226K0.01%-13713F-HRTimeline
XPONANCE LLC8,913$223K<0.01%+6113F-HRTimeline
Vise Technologies, Inc.8,717$218K0.01%+11513F-HRTimeline
TWO SIGMA SECURITIES, LLC8,630$215K0.03%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,586$214K<0.01%+46313F-HRTimelineGroup
Stonehearth Capital Management, LLC8,465$211K0.08%+21813F-HRTimeline
Heritage Family Offices, LLP8,419$210K0.1%new13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT8,377$209K0.01%-4,64913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC8,290$207K0.01%013F-HRTimeline
INTRUST BANK NA8,175$204K0.02%new13F-HRTimeline
Lee Financial Co8,023$200K0.03%new13F-HRTimeline
Sterling Capital Management LLC7,906$197K<0.01%+4,82313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC7,236$180K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC6,865$171K0.01%+89413F-HRTimeline
CWM, LLCin group CWM, LLC6,248$156K<0.01%+22013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.6,188$155K0.01%-22013F-HRTimeline
Covestor Ltd6,106$152K0.08%+1,96913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,945$148K<0.01%+27813F-HRTimelineGroup
DekaBank Deutsche Girozentrale5,738$147K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,121$128K<0.01%+4,26913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,180$104K<0.01%-5,31813F-HRTimelineGroup
EMC Capital Management4,114$103K0.05%013F-HRTimeline
Cetera Trust Company, N.A4,060$101K0.06%013F-HRTimeline
KBC Group NVin group KBC Group NV3,790$95K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC3,740$93.4K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,425$85.5K0.04%+12513F-HRTimelineGroup
NewEdge Advisors, LLC3,299$82.4K<0.01%+2313F-HRTimeline
Advisory Services Network, LLC3,208$80.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC3,056$76.3K<0.01%-6213F-HRTimeline
AlphaQuest LLC2,493$62.2K<0.01%-8,61213F-HRTimeline
SHELL ASSET MANAGEMENT CO2,417$60K0.01%-3,48613F-HRTimeline
State of Wyoming2,249$56.2K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2,034$52.6K<0.01%+16913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,010$50K<0.01%+53513F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,936$48.3K<0.01%+4913F-HRTimeline
Versant Capital Management, Inc1,776$44.3K0.01%+1,18613F-HRTimeline
Wealthspire Advisors, LLC1,739$43.4K<0.01%new13F-HRTimeline
Byrne Asset Management LLC1,725$43.1K0.03%013F-HRTimeline
Point72 Europe (London) LLP1,626$40.6K<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,560$39K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,430$36K<0.01%+98413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,429$35.7K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,400$35K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,200$33.1K<0.01%+91213F-HRTimelineGroup
Farther Finance Advisors, LLC1,262$31.5K<0.01%+27213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,245$31.1K<0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP1,182$29.5K<0.01%13F-HRTimeline
Parallel Advisors, LLC1,178$29.4K<0.01%+8113F-HRTimeline
Leonteq Securities AG1,139$28.4K<0.01%+27913F-HRTimeline
Aster Capital Management (DIFC) Ltd1,066$26.6K0.01%-11,51813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,057$26K<0.01%-51713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,015$25.3K<0.01%+6813F-HRTimelineGroup
UMB Bank, n.a.944$23.6K<0.01%+16413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…877$21.9K<0.01%-55113F-HRTimelineGroup
Global Retirement Partners, LLC851$21.2K<0.01%+69713F-HRTimeline
STRS OHIO800$20K<0.01%-18,60013F-HRTimeline
Global Wealth Strategies & Associates787$19.6K0.01%+713F-HRTimeline
Arax Advisory Partners752$18.8K<0.01%+41713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…701$17.5K<0.01%+7013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.670$16.7K<0.01%+20913F-HRTimelineGroup
Caitong International Asset Management …657$16.4K0.01%-2,21413F-HRTimeline
LANARK FINANCIAL, INC.517$12.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA503$12.6K<0.01%+30813F-HRTimeline
Physician Wealth Advisors, Inc.474$11.8K<0.01%+18213F-HRTimeline
Rise Advisors, LLC461$11.5K<0.01%+4113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK449$11.2K<0.01%-813F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.423$10.6K<0.01%+26713F-HRTimelineGroup
Salomon & Ludwin, LLC367$9.49K<0.01%new13F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC363$9.06K<0.01%013F-HRTimeline
Fortitude Family Office, LLC327$8.16K<0.01%013F-HRTimeline
Allworth Financial LP318$7.94K<0.01%+6813F-HRTimeline
CX Institutional275$7K<0.01%013F-HRTimeline
Quarry LP274$6.84K<0.01%+25213F-HRTimeline
SIMPLEX TRADING, LLC267$6K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…218$5.44K<0.01%-2813F-HRTimeline
Crewe Advisors LLC217$5.42K<0.01%new13F-HRTimeline
Strategic Advocates LLC211$5.27K<0.01%new13F-HRTimeline
Larson Financial Group LLC205$5.12K<0.01%+2713F-HRTimeline
MAI Capital Management201$5.02K<0.01%-9713F-HRTimeline
Private Wealth Management Group, LLC190$4.75K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc181$4.52K<0.01%-26713F-HRTimeline
Vermillion & White Wealth Management Gr…173$4.32K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC170$4.25K<0.01%-1013F-HRTimeline
Bare Financial Services, Inc170$4.24K<0.01%-4313F-HRTimeline
SJS Investment Consulting Inc.146$3.65K<0.01%new13F-HRTimeline
Root Financial Partners, LLC145$3.62K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.127$3.17K<0.01%013F-HRTimeline
Realta Investment Advisors122$3.05K<0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…103$3K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC103$2.57K<0.01%+1913F-HRTimeline
ORG Partners LLC100$2.5K<0.01%013F-HRTimeline
True Wealth Design, LLC80$2K<0.01%+3313F-HRTimeline
Parkside Financial Bank & Trust80$2K<0.01%013F-HRTimeline
CVA Family Office, LLC78$1.95K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…75$1.87K<0.01%013F-HRTimelineGroup
Essential Partners LLC64$1.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc58$1.45K<0.01%013F-HRTimeline
Quent Capital, LLC55$1.38K<0.01%new13F-HRTimeline
Kilter Group LLC53$1.32K<0.01%new13F-HRTimeline
Addison Advisors LLC50$1.25K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp48$1.2K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC45$1.12K<0.01%+113F-HRTimelineGroup
Bruce G. Allen Investments, LLC42$1.05K<0.01%013F-HRTimeline
Avion Wealth65$1K<0.01%-2013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT29$1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC25$1K<0.01%013F-HRTimeline
Archer Investment Corp40$999<0.01%013F-HRTimeline
Clearstead Trust, LLC37$924<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC35$865<0.01%-213F-HRTimeline
Cedar Mountain Advisors, LLC34$849<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.31$773<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC26$650<0.01%new13F-HRTimeline
Westfuller Advisors, LLC25$627<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC21$525<0.01%new13F-HRTimeline
North Star Investment Management Corp.20$499<0.01%new13F-HRTimeline
Hughes Financial Services, LLC24$442<0.01%-18013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$375<0.01%013F-HRTimeline
SBI Securities Co., Ltd.13$325<0.01%+213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9$225<0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC5$125<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC5$125<0.01%013F-HRTimeline
Abound Wealth Management5$125<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2$50<0.01%-113F-HRTimeline
HFM Investment Advisors, LLC2$50<0.01%-113F-HRTimeline
Bay Harbor Wealth Management, LLC2$49<0.01%+113F-HRTimeline
Hemington Wealth Management19$00%+513F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.