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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

484 managers (499 13F filers) reported a position in SM shares at 2026-06-30, 230,155,808 shares in all. 69 filers opened a position and 81 filers sold out during the quarter.

Managers
484
13F filers
499
New
69
Added
205
Reduced
155
Sold out
81
Shares held by filers
230,155,808

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CoreCap Advisors, LLC313$8.17K<0.01%+30113F-HRTimeline
AMERIFLEX GROUP, INC.305$7.96K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC300$7.83K<0.01%013F-HRTimeline
WealthCollab, LLC277$7.23K<0.01%-7613F-HRTimeline
Essential Partners LLC271$7.07K<0.01%-30613F-HRTimeline
Frankly Finances, LLC270$7.05K0.01%new13F-HR/ATimeline
Owl Creek Wealth Partners LLC245$6.39K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT244$6.37K<0.01%+21513F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.239$6.24K<0.01%-65,13513F-HRTimelineGroup
CVA Family Office, LLC204$5.32K<0.01%+8113F-HRTimeline
Continuum Advisory, LLC193$5.04K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC186$4.86K<0.01%+7613F-HRTimeline
Archer Investment Corp183$4.78K<0.01%013F-HR/ATimeline
Clearstead Advisors, LLC178$4.65K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.178$4.65K<0.01%+7613F-HRTimeline
WHITTIER TRUST CO174$4.58K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC174$4.54K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.156$4.07K<0.01%+7413F-HRTimeline
Prestige Wealth Management Group LLC147$3.84K<0.01%013F-HRTimeline
GODSEY & GIBB, INC137$3.58K<0.01%013F-HRTimeline
Quarry LP131$3.42K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC128$3.34K<0.01%+3613F-HRTimeline
Godfrey Financial Associates, Inc.125$3.26K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC124$3.24K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA124$3.24K<0.01%013F-HRTimeline
True Wealth Design, LLC119$3.11K<0.01%-16213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.116$3.03K<0.01%+5113F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…108$2.82K<0.01%+1213F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS111$2.77K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC104$2.71K<0.01%+1513F-HR/ATimeline
JFS WEALTH ADVISORS, LLC103$2.69K<0.01%+7313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$2.61K<0.01%-1,33613F-HRTimelineGroup
Buck Wealth Strategies, LLC100$2.61K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC99$2.58K<0.01%+1013F-HRTimeline
Mountain Hill Investment Partners Corp.94$2.45K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC93$2.43K<0.01%+5513F-HRTimeline
Stone House Investment Management, LLC90$2.35K<0.01%013F-HRTimeline
SHP Wealth Management83$2.17K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…75$1.96K<0.01%-3013F-HRTimelineGroup
Manchester Capital Management LLC62$1.62K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc58$1.51K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.47$1.23K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC36$1.2K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC44$1.15K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp43$1.12K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC43$1.12K<0.01%+1913F-HRTimeline
Creative Capital Management Investments…42$1.1K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC37$966<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC36$941<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…36$926<0.01%-50013F-HRTimeline
Ankerstar Wealth, LLC34$887<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.32$838<0.01%-813F-HRTimeline
Breakwater Investment Management32$836<0.01%new13F-HRTimeline
WPG Advisers, LLC31$809<0.01%013F-HRTimeline
Rossby Financial, LCC30$783<0.01%+913F-HRTimeline
Wealth Enhancement Trust Services, Inc.30$783<0.01%new13F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC29$757<0.01%new13F-HRTimeline
Cromwell Holdings LLC23$600<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC22$575<0.01%-113F-HRTimeline
Bay Harbor Wealth Management, LLC22$574<0.01%+1813F-HRTimeline
Independence Bank of Kentucky21$548<0.01%-12,54213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21$548<0.01%new13F-HRTimelineGroup
Trust Co17$444<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$392<0.01%-913F-HRTimeline
Silver Grove Financial Group, Inc.15$392<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC14$366<0.01%+1213F-HRTimeline
Collier Financial13$339<0.01%013F-HRTimeline
Davis Capital Management12$313<0.01%new13F-HRTimeline
Abound Wealth Management11$288<0.01%+413F-HRTimeline
Cassaday & Co Wealth Management LLC11$288<0.01%013F-HRTimeline
Leonteq Securities AG9$235<0.01%013F-HRTimeline
Dunhill Financial, LLC6$164<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$157<0.01%+413F-HRTimeline
Signature Equity Partners, LLC6$157<0.01%013F-HRTimeline
Quaker Wealth Management, LLC5$131<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4$104<0.01%+313F-HRTimeline
DecisionPoint Financial, LLC4$103<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$53<0.01%13F-HRTimeline
DANSKE BANK A/S2$52<0.01%013F-HRTimeline
Crewe Advisors LLC1$28<0.01%013F-HRTimeline
Activest Wealth Management1$26<0.01%+113F-HRTimeline
Evolution Advisers, Inc.18$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC8$00%new13F-HRTimelineValue filed as zero, left out of ratios.
LSV ASSET MANAGEMENT1$00%-232,70013F-HRTimelineValue filed as zero, left out of ratios.