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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

338 managers (345 13F filers) reported a position in SM shares at 2025-12-31, 112,607,882 shares in all. 54 filers opened a position and 96 filers sold out during the quarter.

Managers
338
13F filers
345
New
54
Added
116
Reduced
130
Sold out
96
Shares held by filers
112,607,882

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DekaBank Deutsche Girozentrale5,738$310K<0.01%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC16,545$309K0.02%-92413F-HRTimeline
Sippican Capital Advisors15,831$296K0.19%+8913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…15,000$280K0.03%-4613F-HRTimelineGroup
INCEPTIONR LLC14,935$279K0.08%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,421$270K0.01%+3,47513F-HRTimelineGroup
Man Group plcin group Man Group plc14,305$268K<0.01%-74,24113F-HRTimelineGroup
Bayforest Capital Ltd14,243$266K0.2%new13F-HRTimeline
PROFUND ADVISORS LLC13,996$262K0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,824$259K<0.01%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,572$254K<0.01%-28,16313F-HRTimelineGroup
Bridgefront Capital, LLC13,160$246K0.06%+3,33613F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…13,093$245K<0.01%+21613F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC12,953$242K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL12,829$240K<0.01%+7213F-HRTimeline
OXFORD ASSET MANAGEMENT LLP12,568$235K0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DARK FOREST CAPITAL MANAGEMENT LP12,298$230K0.01%-111,09013F-HRTimeline
R Squared Ltd12,260$229K0.11%new13F-HRTimeline
CAPITAL COUNSEL LLC/NY11,905$223K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,615$217K<0.01%-114,87013F-HRTimelineGroup
IMC-Chicago, LLC11,578$217K<0.01%new13F-HRTimeline
CIBC Asset Management Inc11,291$211K<0.01%new13F-HRTimeline
Texas Yale Capital Corp.11,169$209K0.01%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,848$203K0.03%new13F-HRTimelineGroup
Gotham Asset Management, LLC10,840$203K<0.01%+55913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,757$201K<0.01%-27,11613F-HRTimelineGroup
CSS LLC/IL10,244$192K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,540$178K0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,592$161K<0.01%-89413F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…8,562$160K0.04%new13F-HRTimelineGroup
Covestor Ltd7,964$149K0.08%+1,85813F-HRTimeline
Ensign Peak Advisors, Inc7,621$143K<0.01%-12,45013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,325$137K<0.01%-10,32813F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC7,236$135K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC6,589$123K<0.01%-1,31713F-HRTimeline
Leonteq Securities AG6,447$121K0.01%+5,30813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,155$115K<0.01%+21013F-HRTimelineGroup
Byrne Asset Management LLC5,356$100K0.06%+3,63113F-HRTimeline
KBC Group NVin group KBC Group NV3,790$71K<0.01%013F-HRTimelineGroup
Sankala Group LLC3,000$69.4K0.06%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,552$66K<0.01%+2,12213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EMC Capital Management3,497$65K0.03%-61713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,459$64.7K<0.01%-37913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,191$59.7K<0.01%-98913F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,873$53.7K0.03%-55213F-HRTimelineGroup
SIGNATUREFD, LLC2,831$52.9K<0.01%-22513F-HRTimeline
State of Wyoming2,748$51.4K0.01%+49913F-HRTimeline
CWM, LLCin group CWM, LLC2,426$45K<0.01%-3,82213F-HRTimelineGroup
GAMMA Investing LLC2,262$42.3K<0.01%-4,60313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,181$40.8K<0.01%+98113F-HRTimelineGroup
Versant Capital Management, Inc2,051$38.4K<0.01%+27513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,976$37K<0.01%-3413F-HRTimeline
UMB Bank, n.a.1,911$35.7K<0.01%+96713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST HORIZON CORP1,860$34.8K<0.01%+67813F-HRTimeline
Smartleaf Asset Management LLC1,847$34.7K<0.01%-18713F-HRTimeline
Cetera Trust Company, N.A1,435$26.8K0.01%-2,62513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,400$26.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,386$25.9K<0.01%+53513F-HRTimeline
SBI Securities Co., Ltd.1,373$25.7K<0.01%+1,36013F-HRTimeline
LANARK FINANCIAL, INC.1,347$25.2K<0.01%+83013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,158$21.7K<0.01%+14313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,095$20.5K<0.01%-2,64513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,055$19.7K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,025$19.2K<0.01%-23713F-HRTimeline
Advisors Asset Management, Inc.881$16.5K<0.01%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…876$16.4K<0.01%-55313F-HR/ATimelineGroup
Global Wealth Strategies & Associates795$14.9K<0.01%+813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK752$14.1K<0.01%+30313F-HRTimelineGroup
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…749$14K<0.01%13F-HR/ATimeline
LOS ANGELES CAPITAL MANAGEMENT LLC660$13.6K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…723$13.5K<0.01%+2213F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB542$10.1K<0.01%-1,39413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…536$10K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC507$9.48K<0.01%new13F-HRTimeline
Strategic Advocates LLC434$8.15K<0.01%+22313F-HRTimeline
Allworth Financial LP414$7.74K<0.01%+9613F-HRTimeline
Arax Advisory Partners400$7.48K<0.01%-35213F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC363$6.79K<0.01%013F-HRTimeline
Bare Financial Services, Inc360$6.73K<0.01%+19013F-HRTimeline
Salomon & Ludwin, LLC351$6.53K<0.01%-1613F-HRTimeline
SageView Advisory Group, LLC292$5.46K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC247$5K<0.01%-4,87413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…261$4.88K<0.01%-61613F-HRTimelineGroup
Park Square Financial Group, LLC121$4.69K0.03%new13F-HRTimeline
Larson Financial Group LLC241$4.51K<0.01%+3613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO229$4.28K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC217$4.06K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…201$3.76K<0.01%-1713F-HRTimeline
Aster Capital Management (DIFC) Ltd201$3.76K<0.01%-86513F-HRTimeline
DV EQUITIES, LLC200$3.74K<0.01%13F-HRTimeline
NewEdge Advisors, LLC189$3.53K<0.01%-3,11013F-HRTimeline
Vermillion & White Wealth Management Gr…173$3.23K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc151$2.82K<0.01%-3013F-HRTimeline
Parallel Advisors, LLC116$2.17K<0.01%-1,06213F-HRTimeline
ROTHSCHILD INVESTMENT LLC111$2.08K<0.01%-5913F-HRTimeline
T. Rowe Price Investment Management, In…103$2K<0.01%013F-HR/ATimeline
Godfrey Financial Associates, Inc.105$1.96K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.87K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC99$1.85K<0.01%-413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…75$1.4K<0.01%013F-HRTimelineGroup
Kilter Group LLC75$1.4K<0.01%+2213F-HRTimeline
AdvisorNet Financial, Inc58$1.08K<0.01%013F-HRTimeline
MAI Capital Management55$1.03K<0.01%-14613F-HRTimeline
Sound Income Strategies, LLC53$958<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC51$954<0.01%-13913F-HRTimeline
Addison Advisors LLC50$935<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS42$785<0.01%new13F-HRTimeline
Root Financial Partners, LLC41$767<0.01%-10413F-HRTimeline
Archer Investment Corp40$748<0.01%013F-HRTimeline
Parkside Financial Bank & Trust38$711<0.01%-4213F-HRTimeline
True Wealth Design, LLC33$620<0.01%-4713F-HRTimeline
Solstein Capital, LLC33$617<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.31$585<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC30$567<0.01%+2813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT29$542<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.26$487<0.01%-44813F-HRTimeline
Torren Management, LLC18$345<0.01%13F-HRTimeline
WealthCollab, LLC18$337<0.01%new13F-HRTimeline
Trust Co17$318<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC15$285<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$281<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.15$281<0.01%-11213F-HRTimeline
Cedar Mountain Advisors, LLC15$281<0.01%-1913F-HRTimeline
CENTRAL TRUST Co12$225<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10$187<0.01%13F-HRTimeline
Caitong International Asset Management …9$168<0.01%-64813F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC5$95<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$95<0.01%-413F-HRTimelineGroup
Private Wealth Asset Management, LLC5$94<0.01%013F-HRTimeline
Abound Wealth Management5$94<0.01%013F-HRTimeline
Dunhill Financial, LLC3$58<0.01%new13F-HRTimeline
Quent Capital, LLC3$52<0.01%-5213F-HRTimeline
HFM Investment Advisors, LLC2$38<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$37<0.01%013F-HRTimeline
Hughes Financial Services, LLC1$19<0.01%-2313F-HRTimeline
Keating Financial Advisory Services, In…1$19<0.01%13F-HRTimeline
Avion Wealth28$00%-3713F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%-2313F-HRTimelineValue filed as zero, left out of ratios.