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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
Smartleaf Asset Management LLC1,078$34.7K<0.01%-76913F-HRTimeline
Valued Wealth Advisors LLC1,059$33K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,056$32.9K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.1,000$31.2K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…944$29.4K<0.01%+22113F-HRTimelineGroup
Torren Management, LLC839$26.2K0.01%+82113F-HRTimeline
Global Wealth Strategies & Associates810$25.2K0.01%+1513F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…749$23.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC747$23K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC720$22.4K<0.01%+53113F-HR/ATimeline
EASTERN BANK719$22.4K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc652$20.3K<0.01%+50113F-HRTimeline
Wealth Preservation Advisors, LLC586$18.3K0.02%new13F-HRTimeline
Essential Partners LLC577$18K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC538$16.8K<0.01%+52313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC528$16.1K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…536$15.8K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…499$15.6K<0.01%+49813F-HRTimeline
ROTHSCHILD INVESTMENT LLC489$15.2K<0.01%+37813F-HRTimeline
Capital Advisors, Ltd. LLC470$15K<0.01%+46813F-HRTimeline
Triumph Capital Management471$14.7K<0.01%new13F-HRTimeline
Realta Investment Advisors467$14.5K0.01%new13F-HRTimeline
MCF Advisors LLC408$12.7K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC404$12.6K<0.01%new13F-HRTimeline
Bare Financial Services, Inc398$12.4K<0.01%+3813F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.397$12.4K0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.395$12.1K<0.01%new13F-HRTimeline
Avion Wealth397$12K<0.01%+36913F-HRTimeline
Addison Advisors LLC377$11.8K<0.01%+32713F-HRTimeline
Versant Capital Management, Inc368$11.5K<0.01%-1,68313F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC363$11.3K<0.01%013F-HRTimeline
WealthCollab, LLC353$11K<0.01%+33513F-HRTimeline
LRI Investments, LLC339$10.6K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC316$9.85K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.305$9.51K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC300$9.35K<0.01%new13F-HRTimeline
True Wealth Design, LLC281$8.76K<0.01%+24813F-HRTimeline
Owl Creek Wealth Partners LLC245$7.64K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA197$6.14K<0.01%new13F-HRTimelineGroup
Archer Investment Corp183$5.71K<0.01%+14313F-HRTimeline
Private Wealth Asset Management, LLC174$5.42K<0.01%+16913F-HRTimeline
WHITTIER TRUST CO174$5.3K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC147$4.58K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC137$4.27K<0.01%new13F-HRTimeline
Sachetta, LLC136$4.24K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.125$3.9K<0.01%+2013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC124$3.87K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA124$3.87K<0.01%new13F-HRTimeline
CVA Family Office, LLC123$3.83K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC110$3.43K<0.01%+5913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…105$3.27K<0.01%+3013F-HRTimelineGroup
SJS Investment Consulting Inc.102$3.18K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…96$2.99K<0.01%+9113F-HRTimelineGroup
Mountain Hill Investment Partners Corp.93$2.9K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC92$2.87K<0.01%-713F-HRTimeline
Stone House Investment Management, LLC90$2.81K<0.01%new13F-HRTimeline
IFM Investors Pty Ltd90$2.81K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC89$2.77K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC89$2.77K<0.01%new13F-HR/ATimeline
Innovative Asset Advisors Group, LLC87$2.71K<0.01%13F-HRTimeline
SHP Wealth Management83$2.59K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.82$2.56K<0.01%+5613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.65$2.03K<0.01%+5013F-HRTimeline
Sunbelt Securities, Inc.64$2K<0.01%new13F-HRTimeline
Manchester Capital Management LLC62$1.93K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc58$1.81K<0.01%013F-HRTimeline
Sound Income Strategies, LLC53$1.56K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.47$1.47K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp43$1.34K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.40$1.24K<0.01%+913F-HRTimeline
Fortitude Family Office, LLC38$1.19K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC37$1.15K<0.01%+2713F-HRTimeline
Ankerstar Wealth, LLC34$1.06K<0.01%+1913F-HRTimeline
WPG Advisers, LLC31$967<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC30$936<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT29$904<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24$750<0.01%+913F-HRTimeline
Bogart Wealth, LLC24$748<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC23$718<0.01%new13F-HRTimeline
Cromwell Holdings LLC23$717<0.01%new13F-HRTimeline
Rossby Financial, LCC21$620<0.01%new13F-HRTimeline
Trust Co17$530<0.01%013F-HRTimeline
Collier Financial13$405<0.01%new13F-HRTimeline
CENTRAL TRUST Co12$375<0.01%013F-HRTimeline
CoreCap Advisors, LLC12$374<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC11$343<0.01%new13F-HRTimeline
Leonteq Securities AG9$281<0.01%-6,43813F-HRTimeline
Abound Wealth Management7$219<0.01%+213F-HRTimeline
Dunhill Financial, LLC6$196<0.01%+313F-HRTimeline
Signature Equity Partners, LLC6$187<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC5$156<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$124<0.01%+213F-HRTimeline
DANSKE BANK A/S2$62<0.01%new13F-HRTimeline
CURIO WEALTH, LLC2$62<0.01%new13F-HRTimeline
Hughes Financial Services, LLC2$62<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$62<0.01%013F-HRTimeline
Crewe Advisors LLC1$33<0.01%-21613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$31<0.01%new13F-HRTimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.