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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

417 managers (426 13F filers) reported a position in SM shares at 2024-12-31, 115,186,871 shares in all. 52 filers opened a position and 58 filers sold out during the quarter.

Managers
417
13F filers
426
New
52
Added
145
Reduced
162
Sold out
58
Shares held by filers
115,186,871

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.18,065,151$700M0.01%+135,92313F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding15,228,438$590M+30,463Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP6,552,556$254M0.06%+15,82813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP6,111,573$237M0.01%-176,24213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,632,255$180M0.01%+835,92913F-HRTimelineGroup
Pacer Advisors, Inc.4,137,670$160M0.35%-325,77313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,682,093$143M0.08%+296,60113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,683,131$104M0.09%+767,77913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,679,129$104M0.01%-14,24313F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,417,631$93.7M0.11%+416,48513F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,118,297$82.1M0.63%+42,29713F-HRTimelineGroup
River Road Asset Management, LLC1,768,416$68.5M0.91%-24,15713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,628,899$63.1M0.06%+997,26013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,449,483$56.2M0.01%+140,22813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,412,804$54.8M<0.01%+39,23713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,351,315$52.4M0.01%-86,74213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,255,841$48.7M0.01%+32,80313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,234,890$47.9M0.01%+25,85713F-HRTimelineGroup
FRONTIER CAPITAL MANAGEMENT CO LLC1,217,637$47.2M0.45%-7,82813F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC1,174,731$45.5M0.16%-250,09613F-HRTimeline
Channing Capital Management, LLC1,167,033$45.2M1.21%+68,77413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,087,466$42.2M0.28%-3,16913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,022,307$39.6M0.01%-67,64113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding845,566$32.8M+283,635Timeline
PALISADE CAPITAL MANAGEMENT, LP843,279$32.7M0.87%-6,96713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC733,538$28.4M0.07%-243,68213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC718,963$27.9M0.04%-19,80013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.695,463$27M<0.01%-96,76813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding642,773$24.9M+24,615Timeline
Clark Capital Management Group, Inc.624,869$24.2M0.17%-175,16413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.621,405$24.1M0.03%+239,71913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC569,118$22.1M0.01%13F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …546,956$22M0.04%+1,37013F-HRTimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC560,244$21.7M0.39%-13713F-HRTimeline
Tributary Capital Management, LLC557,972$21.6M1.67%+55413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding557,175$21.6M+6,022Timeline
Nuveen Asset Management, LLCin group TIAA541,781$21M0.01%-330,74613F-HRTimelineGroup
Fisher Asset Management, LLC519,302$20.1M0.01%+354,29713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/511,462$19.8M<0.01%-295,11513F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding506,687$19.6M+264,690Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.499,445$19.4M0.04%+29,65613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO441,863$17.1M0.02%+2,33813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA436,390$16.9M0.09%+3,56513F-HRTimelineGroup
MACKENZIE FINANCIAL CORP417,746$16.2M0.02%-24,19513F-HR/ATimeline
TOWNSQUARE CAPITAL LLC417,139$16.2M0.18%+26,03213F-HRTimeline
RHUMBLINE ADVISERS393,864$15.3M0.01%+7,88713F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …349,268$15.1M0.83%+11,19113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.386,067$15M0.03%+29,42813F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc382,111$14.9M0.03%-84,44113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC347,057$13.5M0.01%+71,17213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc339,597$13.2M<0.01%-59213F-HRTimelineGroup
FMR LLCin group FMR LLC338,651$13.1M<0.01%-1,14013F-HRTimelineGroup
LSV ASSET MANAGEMENT335,300$13M0.03%+211,50013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC333,592$12.9M0.06%+28,81813F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD310,965$12.1M0.12%-104,75013F-HRTimelineGroup
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC304,191$11.8M8.23%+105,94513F-HRTimelineGroup
Bridgewater Associates, LP303,404$11.8M0.05%-180,71513F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC298,563$11.6M0.26%+5,65713F-HRTimeline
Public Sector Pension Investment Board285,057$11M0.05%+42,25313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …284,475$11M0.01%-709,88313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC271,072$10.5M0.01%+35,98813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN263,321$10.2M<0.01%+67,17813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC254,915$9.88M<0.01%+4,69713F-HR/ATimelineGroup
Aventail Capital Group, LP250,000$9.69M0.51%-765,13813F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…240,603$9.33M0.02%+39,30013F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC238,205$9.23M0.03%+55,60013F-HRTimeline
ROYCE & ASSOCIATES LP232,523$9.01M0.08%+14,64413F-HRTimeline
Swiss National Bank224,700$8.71M0.01%013F-HRTimeline
California Public Employees Retirement …208,462$8.08M0.01%-2,60913F-HR/ATimeline
Man Group plcin group Man Group plc196,933$7.63M0.02%-123,45413F-HRTimelineGroup
Assenagon Asset Management S.A.196,441$7.61M0.01%-621,59113F-HRTimeline
Foundry Partners, LLC195,761$7.59M0.38%+33,60113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management195,400$7.57M0.02%-164,64513F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE190,213$7.37M0.01%-272,69113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC189,237$7.33M0.02%+35,90913F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…186,523$7.23M0.02%-30913F-HRTimeline
Pekin Hardy Strauss, Inc.172,525$6.69M0.85%-6,22513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP168,381$6.53M0.01%new13F-HRTimelineGroup
Rafferty Asset Management, LLC156,858$6.08M0.02%+7,30313F-HRTimeline
EVOKE WEALTH, LLC152,928$5.93M0.16%-5,03313F-HRTimeline
SEGALL BRYANT & HAMILL, LLC148,894$5.77M0.08%+25,19613F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.144,895$5.62M0.06%new13F-HRTimeline
Hodges Capital Management Inc.142,794$5.53M0.33%-85513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…141,762$5.5M0.01%-85,21313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.136,110$5.28M<0.01%-5,02713F-HRTimeline
Mariner, LLCin group Mariner, LLC135,267$5.24M0.01%-4,46013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding135,183$5.24M-167,442Timeline
Moody Aldrich Partners LLC132,267$5.13M0.95%+31,58213F-HRTimeline
Homestead Advisers Corp129,200$5.01M0.12%-18,20013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC124,514$4.83M0.01%-263,62813F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC123,684$4.79M0.14%-4,46113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC122,615$4.75M0.05%+27,47513F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS122,523$4.75M0.02%+17,33313F-HRTimeline
COMERICA BANK119,356$4.63M0.02%+9,55413F-HR/ATimeline
CW Advisors, LLC116,589$4.52M0.06%+5,81613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC116,413$4.51M<0.01%+14,08913F-HRTimeline
DENALI ADVISORS LLC112,551$4.36M0.46%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\111,699$4.33M<0.01%+31,34613F-HR/ATimelineGroup
Empowered Funds, LLC111,476$4.32M0.06%-87,78813F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co108,807$4.22M0.01%-4,60213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…107,015$4.15M<0.01%-2,68513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC106,882$4.14M0.01%-89,20013F-HRTimelineGroup
Illinois Municipal Retirement Fund105,136$4.08M0.06%-2,83813F-HRTimeline
CoreCommodity Management, LLC104,812$4.06M0.79%-18,60213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth103,220$4M0.01%+60413F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC101,380$3.93M0.01%-30,36813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…100,705$3.9M0.01%+33,89013F-HRTimelineGroup
Hillsdale Investment Management Inc.97,800$3.79M0.19%+40013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…97,424$3.78M0.01%+9,08013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/94,312$3.66M<0.01%-783,82213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…89,946$3.49M<0.01%-38,23513F-HRTimelineGroup
Neo Ivy Capital Management84,933$3.29M0.66%+25,50713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC84,538$3.28M0.01%+1,07613F-HRTimeline
NFJ INVESTMENT GROUP, LLC80,260$3.11M0.1%+5,78113F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding77,006$2.98M+8,000Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC74,465$2.89M<0.01%-3,91213F-HR/ATimelineGroup
Tanglewood Legacy Advisors, LLC74,323$2.88M1.23%013F-HRTimeline
Adams Wealth Management73,275$2.84M0.54%+9,71013F-HRTimeline
CacheTech Inc.73,275$2.84M0.53%+9,71013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,951$2.79M<0.01%-34,69713F-HRTimelineGroup
Sanctuary Advisors, LLC68,068$2.7M0.02%+34,89513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…69,069$2.68M0.01%+3,07013F-HRTimelineGroup
State of Tennessee, Department of Treas…68,217$2.64M0.01%-2,71013F-HRTimeline
Ensign Peak Advisors, Inc67,648$2.62M<0.01%+8,08213F-HRTimeline
Vest Financial, LLC66,069$2.56M0.05%+30,34313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding65,269$2.53M-10,700Timeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding65,142$2.52M-7,461Timeline
State of Alaska, Department of Revenue65,062$2.52M0.03%-23213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …64,455$2.5M<0.01%-1,31013F-HRTimelineGroup
1492 Capital Management LLC64,386$2.5M1.19%+12513F-HRTimeline
Collar Capital Management, LLC64,170$2.49M2.07%13F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP63,601$2.47M0.06%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Corebridge Financial, Inc.in group Corebridge Financial, Inc.60,922$2.36M0.01%-4,75513F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC56,173$2.18M0.2%-1,26613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV56,025$2.17M0.01%-1,99413F-HRTimeline
F/m Investments LLC55,635$2.16M0.08%-85,80513F-HRTimeline
Louisiana State Employees Retirement Sy…55,300$2.14M0.04%013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…54,374$2.11M<0.01%new13F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson53,810$2.09M<0.01%013F-HRTimelineGroup
Aquatic Capital Management LLC51,771$2.01M0.05%-40,82713F-HRTimeline
Quantbot Technologies LP51,505$2M0.07%+26,10913F-HRTimeline
Ethic Inc.51,420$1.99M0.04%-8,21313F-HRTimeline
Insight Wealth Strategies, LLC51,084$1.98M0.27%+2,80113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,037$1.94M<0.01%-3,66713F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…47,828$1.85M0.01%+5,57913F-HRTimelineGroup
LPL Financial LLC47,333$1.83M<0.01%+21,14013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC47,144$1.83M0.01%+5,31613F-HRTimelineGroup
DANSKE BANK A/S47,114$1.83M0.01%-17,27013F-HRTimeline
Sendero Wealth Management, LLC46,008$1.78M0.27%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC45,166$1.75M0.02%-47013F-HRTimeline
Verition Fund Management LLC44,642$1.73M0.01%+13,59413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC44,451$1.73M<0.01%-3,66813F-HRTimelineGroup
Caption Management, LLC43,850$1.7M0.07%new13F-HRTimeline
Creative Planningin group Creative Planning43,076$1.67M<0.01%-20,45913F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding42,920$1.66M-17,922Timeline
Centiva Capital, LP42,429$1.64M0.06%-19,60213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC41,787$1.62M0.04%+27,98113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD41,358$1.6M<0.01%+18813F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY41,159$1.6M0.05%+30,26413F-HRTimeline
De Lisle Partners LLP40,000$1.55M0.23%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…39,756$1.54M0.01%013F-HRTimeline
Energy Income Partners, LLC39,633$1.54M0.03%+50013F-HRTimeline
Gotham Asset Management, LLC39,084$1.51M0.01%-46,90013F-HRTimeline
TCI Wealth Advisors, Inc.38,898$1.51M0.13%013F-HRTimeline
Maryland State Retirement & Pension Sys…38,355$1.49M0.03%-28313F-HRTimeline
Waldron Private Wealth LLC35,516$1.38M0.06%-513F-HRTimeline
KLP KAPITALFORVALTNING AS35,400$1.37M0.01%13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.34,913$1.35M0.03%13F-HRTimeline
ProShare Advisors LLC34,482$1.34M<0.01%+10,61113F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…34,217$1.33M<0.01%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC34,190$1.33M0.66%013F-HRTimeline
CSS LLC/IL33,671$1.31M0.08%-12,66113F-HRTimeline
AMALGAMATED BANK33,533$1.3M0.01%-10313F-HRTimeline
Dana Investment Advisors, Inc.33,392$1.29M0.04%+55613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM33,207$1.29M0.01%+8313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,781$1.23M<0.01%+1,11313F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…30,830$1.19M<0.01%-3,27213F-HRTimeline
Schonfeld Strategic Advisors LLC30,545$1.18M0.01%new13F-HRTimeline
PDT Partners, LLC30,230$1.17M0.1%-30,06213F-HRTimeline
SIR Capital Management, L.P.29,974$1.16M0.12%-436,28013F-HRTimeline
Cetera Investment Advisers29,815$1.16M<0.01%+2,39413F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp29,610$1.15M<0.01%-4,84313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,127$1.09M<0.01%-10,30313F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd28,091$1.09M0.07%+59213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL27,927$1.08M0.01%new13F-HRTimeline
Sciencast Management LP27,757$1.08M0.29%new13F-HRTimeline
Ellevest, Inc.27,122$1.05M0.06%-2,19113F-HRTimeline
Radnor Capital Management, LLC27,125$1.05M0.18%new13F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND26,951$1.04M0.02%013F-HRTimeline
GTS SECURITIES LLC26,874$1.04M0.05%new13F-HRTimeline
Cresset Asset Management, LLC26,713$1.04M<0.01%-2,07913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,613$1.03M<0.01%+91613F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC25,908$1M<0.01%-39,51313F-HRTimeline
Qsemble Capital Management, LP24,913$966K0.13%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC24,834$963K0.02%+1,30413F-HRTimeline
Empirical Finance, LLC24,739$959K0.06%+60513F-HRTimeline
Police & Firemen's Retirement System of…24,685$957K0.01%13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…24,426$947K0.01%-3113F-HRTimeline
STRS OHIO24,100$934K<0.01%-1,50013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.24,034$932K<0.01%-1,33713F-HRTimelineGroup