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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

499 managers (515 13F filers) reported a position in SM shares at 2026-03-31, 227,192,798 shares in all. 217 filers opened a position and 51 filers sold out during the quarter.

Managers
499
13F filers
515
New
217
Added
214
Reduced
56
Sold out
51
Shares held by filers
227,192,798

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Unifi Asset Management LP39,580$1.23M0.71%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management39,574$1.23M<0.01%-1,743,79213F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP39,200$1.22M0.02%-68,02713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Caitong International Asset Management …39,115$1.22M0.23%+39,10613F-HRTimeline
ProShare Advisors LLC38,562$1.2M<0.01%+16,35113F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding38,088$1.19M-5,493Timeline
GF FUND MANAGEMENT CO. LTD.38,048$1.19M0.02%+4,62513F-HRTimeline
SMH CAPITAL ADVISORS INC37,445$1.17M3.3%new13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,088$1.17M<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,056$1.16M<0.01%+15,72813F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…36,745$1.15M<0.01%+17,91713F-HRTimelineGroup
Waldron Private Wealth LLC36,433$1.14M0.04%+93013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC36,108$1.13M<0.01%new13F-HRTimelineGroup
Unison Advisors LLC36,104$1.13M0.09%013F-HRTimeline
Vestcor Inc34,407$1.07M0.03%+8,45213F-HRTimeline
SAXON INTERESTS, INC.34,166$1.07M0.37%new13F-HRTimeline
Catalyst Capital Advisors LLC33,782$1.05M0.02%new13F-HRTimeline
Maryland State Retirement & Pension Sys…33,014$1.03M0.02%+16,13513F-HRTimeline
Aventail Capital Group, LP32,949$1.03M0.05%-93313F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/32,016$998K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,928$979K<0.01%+27,74713F-HRTimelineGroup
Legacy Capital Group California, Inc.31,237$974K0.37%new13F-HRTimeline
DRW Securities, LLC30,705$957K0.05%+6,53213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,810$898K0.02%+25,61913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp28,623$893K<0.01%new13F-HR/ATimelineGroup
Glenorchy Capital Ltd28,249$881K0.48%new13F-HRTimeline
J.W. COLE ADVISORS, INC.28,116$877K0.03%new13F-HRTimeline
STRS OHIO26,900$839K<0.01%+6,80013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,399$823K<0.01%-313,60113F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…25,904$808K0.01%+12,81113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,409$792K<0.01%+13,79413F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC25,304$789K0.02%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…25,145$784K<0.01%+11,32113F-HRTimeline
HIGHBRIDGE CAPITAL MANAGEMENT LLC24,000$771K0.05%-42,00013F-HRTimeline
CHOREO, LLC24,584$767K0.01%+5,16313F-HRTimeline
Sequoia Financial Advisors, LLC24,442$762K<0.01%new13F-HRTimeline
Sagewood Asset Management LP24,152$753K0.24%new13F-HRTimeline
IEQ CAPITAL, LLC23,696$739K<0.01%new13F-HRTimeline
Caprock Group, LLC23,542$734K0.02%new13F-HRTimeline
XPONANCE LLC22,940$715K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,470$701K<0.01%new13F-HRTimeline
Brooklyn Investment Group21,039$656K0.02%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD20,925$652K<0.01%new13F-HRTimeline
Sippican Capital Advisors20,760$647K0.44%+4,92913F-HRTimeline
CWM, LLCin group CWM, LLC20,723$646K<0.01%+18,29713F-HRTimelineGroup
Redwood Wealth Management Group, LLC20,609$643K0.28%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.20,440$637K<0.01%13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…20,412$636K0.02%+10,87213F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd20,387$636K0.01%-236,66913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC19,967$623K0.1%+9,11913F-HRTimelineGroup
Compound Planning, Inc.19,746$616K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,191$598K<0.01%+11,86613F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd19,000$592K0.02%-52,65513F-HRTimelineGroup
AXQ CAPITAL, LP18,715$584K0.08%new13F-HRTimeline
Janney Montgomery Scott LLC18,706$583K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,509$577K0.02%+4,08813F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC18,335$572K0.05%+5,38213F-HRTimeline
TCI Wealth Advisors, Inc.18,277$570K0.03%-11,17813F-HRTimeline
Cambridge Investment Research Advisors,…18,239$569K<0.01%new13F-HRTimeline
CIBC Asset Management Inc18,061$563K<0.01%+6,77013F-HRTimeline
IFP Advisors, Inc17,691$552K0.01%+75713F-HRTimeline
Abacus Planning Group, Inc.17,368$542K0.07%new13F-HRTimeline
AlphaCore Capital LLC17,308$540K0.01%new13F-HRTimeline
HighTower Advisors, LLC17,288$539K<0.01%new13F-HRTimeline
New Age Alpha Advisors, LLC16,848$525K0.02%new13F-HRTimeline
SIGNATUREFD, LLC16,828$525K0.01%+13,99713F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS16,575$517K<0.01%new13F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…16,481$514K0.05%+1,48113F-HRTimelineGroup
Jackson Hole Capital Partners, LLC16,357$510K0.08%new13F-HRTimeline
Summit Trail Advisors, LLC16,263$507K0.01%new13F-HRTimeline
GTS SECURITIES LLC16,243$506K0.02%new13F-HRTimeline
Investors Research Corp15,618$487K0.09%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…15,417$481K0.15%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC15,200$474K<0.01%new13F-HRTimelineGroup
PICKERING ENERGY PARTNERS LP15,000$468K0.95%new13F-HR/ATimeline
Pale Fire Capital SEin group Pale Fire Capital14,700$458K0.04%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC14,660$457K0.01%new13F-HRTimeline
Aigen Investment Management, LP14,405$449K0.12%-52,65413F-HRTimeline
Cambria Investment Management, L.P.14,306$446K0.02%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,078$439K<0.01%new13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC13,971$436K<0.01%-19,77813F-HRTimeline
EP Wealth Advisors, LLC13,825$431K<0.01%new13F-HRTimeline
SAGE RHINO CAPITAL LLC13,802$430K0.08%new13F-HRTimeline
Bridgefront Capital, LLC13,782$430K0.11%+62213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,769$429K0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC13,402$418K0.17%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…13,158$410K<0.01%new13F-HRTimelineGroup
PROFUND ADVISORS LLC12,863$401K0.01%-1,13313F-HRTimeline
Range Financial Group LLC12,839$400K0.13%new13F-HRTimeline
BLAIR WILLIAM & CO/IL12,665$395K<0.01%-16413F-HRTimeline
Independence Bank of Kentucky12,563$392K0.05%new13F-HRTimeline
Moors & Cabot, Inc.12,545$391K0.02%new13F-HRTimeline
Dynamic Technology Lab Private Ltd12,227$381K0.06%new13F-HRTimeline
Advisory Services Network, LLC11,982$374K<0.01%new13F-HRTimeline
Gryphon Financial Partners LLC11,916$372K0.04%new13F-HRTimeline
CAPITAL COUNSEL LLC/NY11,905$371K0.02%013F-HRTimeline
Verity Asset Management, Inc.11,529$359K0.15%new13F-HRTimeline
OneDigital Investment Advisors LLC11,465$357K<0.01%new13F-HRTimeline
Texas Yale Capital Corp.11,169$348K0.01%013F-HRTimeline
Kendall Capital Management10,786$336K0.07%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE10,771$336K<0.01%new13F-HRTimelineGroup
Callan Family Office, LLC10,670$333K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,623$331K<0.01%+10,39413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,457$326K<0.01%-61,55913F-HRTimelineGroup
CWA Asset Management Group, LLC10,244$319K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC10,157$317K<0.01%new13F-HRTimeline
INTRUST BANK NA10,068$314K0.03%new13F-HRTimeline
Seelaus Asset Management LLC10,031$313K0.23%new13F-HRTimeline
SIMPLEX TRADING, LLC9,968$311K0.01%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.9,966$311K0.05%new13F-HRTimelineGroup
GAMMA Investing LLC9,737$304K0.01%+7,47513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC9,665$301K0.02%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,640$301K0.04%new13F-HRTimeline
Amundiin group Amundi9,364$292K<0.01%new13F-HRTimelineGroup
JMN Financial LLC9,256$289K0.28%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,242$288K<0.01%-777,64313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd9,200$287K<0.01%-54,81013F-HRTimelineGroup
Ethic Inc.9,189$287K<0.01%new13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP9,172$286K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,149$285K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC9,142$285K<0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.9,139$285K0.07%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,227$285K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC9,122$284K<0.01%new13F-HRTimeline
Private Advisor Group, LLC9,079$283K<0.01%new13F-HRTimeline
Post Resch Tallon Group Inc.9,200$281K0.23%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,734$272K0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC8,562$267K0.01%new13F-HR/ATimeline
Kingsview Wealth Management, LLC8,496$265K<0.01%new13F-HRTimeline
RWC Asset Management LLPin group RWC ASSET ADVISORS (US) LLC8,445$263K0.01%new13F-HRTimelineGroup
Ruggaard & Associates LLC8,410$262K0.1%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,365$261K<0.01%new13F-HRTimeline
HB Wealth Management, LLC8,352$260K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.8,344$260K0.01%new13F-HRTimeline
Sterling Capital Management LLC8,313$259K<0.01%+1,72413F-HRTimeline
Cullen Capital Management, LLC8,206$256K<0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC8,081$252K<0.01%-5,49113F-HRTimelineGroup
denkapparat Operations GmbH8,052$251K0.1%new13F-HRTimeline
Verition Fund Management LLC8,009$250K<0.01%-58,86913F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,843$245K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,819$244K0.03%new13F-HRTimeline
FOSTER & MOTLEY INC7,777$242K0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc7,621$238K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC8,044$237K<0.01%+7,01913F-HRTimeline
Crossmark Global Holdings, Inc.7,550$235K<0.01%new13F-HRTimeline
Merit Financial Group, LLC7,216$225K<0.01%new13F-HRTimeline
SYON CAPITAL LLC7,173$224K0.01%new13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC7,157$223K0.06%new13F-HRTimeline
KBC Group NVin group KBC Group NV7,161$223K<0.01%+3,37113F-HRTimelineGroup
Worth Venture Partners, LLC7,150$223K0.71%new13F-HRTimeline
Interval Partners, LP7,054$220K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,039$219K<0.01%new13F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC7,003$218K0.05%new13F-HRTimeline
Belpointe Asset Management LLC6,987$218K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC6,987$218K0.03%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO6,799$212K0.01%new13F-HRTimeline
Covestor Ltd6,750$210K0.15%-1,21413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,700$209K0.02%new13F-HRTimeline
Intrua Financial, LLC6,669$208K0.02%new13F-HRTimeline
Allworth Financial LP6,653$207K<0.01%+6,23913F-HRTimeline
CHICAGO TRUST Co NA6,627$207K0.03%new13F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…6,482$202K0.06%-2,08013F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC6,466$202K0.09%new13F-HRTimeline
Greenwich Wealth Management LLC6,437$201K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,080$190K<0.01%-7513F-HRTimelineGroup
DekaBank Deutsche Girozentrale5,738$186K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,676$177K<0.01%+2,12413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EXCHANGE TRADED CONCEPTS, LLC5,564$173K<0.01%-52,57913F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,393$168K0.01%+4,29813F-HR/ATimeline
SBI Securities Co., Ltd.4,708$147K<0.01%+3,33513F-HRTimeline
Parallel Advisors, LLC4,678$146K<0.01%+4,56213F-HR/ATimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,661$145K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.4,419$138K0.01%+3,36413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,095$128K<0.01%+3,21913F-HRTimelineGroup
Pacer Advisors, Inc.3,980$124K<0.01%new13F-HR/ATimeline
UMB Bank, n.a.3,439$107K<0.01%+1,52813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR CAPITAL ADVISORS, INC.3,092$96K0.01%+1,11613F-HRTimeline
Arax Advisory Partners2,782$86.3K<0.01%+2,38213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,720$84.8K0.04%-15313F-HRTimelineGroup
Salomon & Ludwin, LLC2,415$73.9K0.01%+2,06413F-HRTimeline
Quent Capital, LLC2,344$73.1K0.01%+2,34113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,888$59K<0.01%+1,64113F-HRTimelineGroup
MAI Capital Management1,706$53.2K<0.01%+1,65113F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,691$52.7K<0.01%+1,14913F-HRTimeline
Sankala Group LLC1,500$49K0.04%-1,50013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,535$47.9K<0.01%new13F-HRTimelineGroup
Kemnay Advisory Services Inc.1,525$47.5K0.01%new13F-HRTimeline
FIRST HORIZON CORP1,501$46.8K<0.01%-35913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,451$45.2K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,436$44.8K<0.01%+1,33613F-HRTimelineGroup
Cetera Trust Company, N.A1,435$44.7K0.03%013F-HRTimeline
Root Financial Partners, LLC1,304$40.6K<0.01%+1,26313F-HRTimeline
Larson Financial Group LLC1,298$40.5K<0.01%+1,05713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,222$38.1K<0.01%+56213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,195$37.3K<0.01%+44313F-HRTimelineGroup
LANARK FINANCIAL, INC.1,194$37.2K<0.01%-15313F-HRTimeline
Kilter Group LLC1,157$36.1K0.02%+1,08213F-HRTimeline
Parkside Financial Bank & Trust1,131$35.3K<0.01%+1,09313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,129$35.2K<0.01%+86813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,126$35.1K<0.01%new13F-HRTimelineGroup