Skip to content
Disclosery

SM SM ENERGY COMPANY

Follow

Stock (common), issuer CIK 893538

398 managers (407 13F filers) reported a position in SM shares at 2025-03-31, 116,128,827 shares in all. 64 filers opened a position and 84 filers sold out during the quarter.

Managers
398
13F filers
407
New
64
Added
157
Reduced
143
Sold out
84
Shares held by filers
116,128,827

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.17,708,263$530M0.01%-356,88813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding15,293,400$458M+64,962Timeline
STATE STREET CORPin group STATE STREET CORP6,349,130$190M0.01%+237,55713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP6,307,316$189M0.05%-245,24013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,267,125$128M0.01%-365,13013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,909,004$117M0.07%+226,91113F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,207,245$96.1M0.73%+1,088,94813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,692,176$80.6M0.01%+13,04713F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,478,583$74.2M0.09%+60,95213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,417,082$72.4M0.07%+788,18313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,884,536$56.4M0.05%+1,537,47913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,873,860$56.1M0.01%+1,178,39713F-HRTimelineGroup
River Road Asset Management, LLC1,758,090$52.7M0.72%-10,32613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,617,494$48.4M0.04%-1,065,63713F-HRTimelineGroup
Channing Capital Management, LLC1,558,569$46.7M1.41%+391,53613F-HRTimeline
HITE Hedge Asset Management LLC1,469,289$44M2.73%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,398,391$41.9M0.01%-51,09213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,292,590$38.7M<0.01%-120,21413F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO1,259,627$37.7M0.28%+172,16113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,232,104$36.9M0.01%-23,73713F-HR/ATimelineGroup
PALISADE CAPITAL MANAGEMENT, LP1,226,895$36.7M1.05%+383,61613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,182,465$35.4M0.01%-52,42513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,017,698$30.5M0.01%-4,60913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/939,540$28.1M<0.01%+428,07813F-HRTimelineGroup
Fisher Asset Management, LLC861,876$25.8M0.01%+342,57413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND846,844$25.4M0.04%new13F-HR/ATimeline
UBS Group AGgroup of 2 filers holding836,960$25.1M-8,606Timeline
FRONTIER CAPITAL MANAGEMENT CO LLC831,331$24.9M0.27%-386,30613F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC710,865$21.3M0.08%-463,86613F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC701,437$21M0.06%-32,10113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC687,863$20.6M0.03%-31,10013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding660,656$19.8M+17,883Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC639,882$19.2M0.03%+533,00013F-HR/ATimelineGroup
Nuveen, LLCin group TIAA631,370$18.9M0.01%13F-HRTimelineGroup
Tributary Capital Management, LLC583,013$17.5M1.53%+25,04113F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC582,370$17.4M0.34%+22,12613F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.522,974$15.7M0.06%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC516,649$15.5M0.01%-52,46913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC510,121$15.3M<0.01%-841,19413F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO506,650$15.2M0.02%+64,78713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding499,854$15M-57,321Timeline
LSV ASSET MANAGEMENT462,291$13.8M0.03%+126,99113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC461,618$13.8M0.07%+128,02613F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC448,609$13.4M0.32%+150,04613F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc446,759$13.4M0.03%+64,64813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC433,834$13M0.01%+317,42113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA423,994$12.7M0.07%-12,39613F-HRTimelineGroup
Public Sector Pension Investment Board405,332$12.1M0.05%+120,27513F-HRTimeline
RHUMBLINE ADVISERS402,867$12.1M0.01%+9,00313F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.388,639$11.6M0.02%+2,57213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …383,299$11.5M0.01%+98,82413F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC346,986$10.4M0.14%+305,19913F-HRTimelineGroup
TWINBEECH CAPITAL LP333,550$9.99M0.18%+324,62113F-HRTimeline
FMR LLCin group FMR LLC330,124$9.89M<0.01%-8,52713F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC329,105$9.86M0.03%+90,90013F-HRTimeline
Corigliano Investment Advisers, LLC328,983$9.85M4.39%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc328,942$9.85M<0.01%-10,65513F-HRTimelineGroup
HRT FINANCIAL LP308,757$9.25M0.06%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.298,924$8.95M0.02%-200,52113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…284,339$8.52M0.04%+264,91513F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…277,303$8.31M0.02%+36,70013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC271,302$8.13M0.01%+23013F-HRTimelineGroup
ROYCE & ASSOCIATES LP270,060$8.09M0.09%+37,53713F-HRTimeline
Jain Global LLC242,750$7.27M0.15%new13F-HRTimeline
Swiss National Bank221,600$6.64M<0.01%-3,10013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC221,306$6.63M0.01%+96,79213F-HRTimelineGroup
Foundry Partners, LLC218,150$6.53M0.35%+22,38913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN217,643$6.52M<0.01%-45,67813F-HRTimelineGroup
ExodusPoint Capital Management, LP211,719$6.34M0.08%new13F-HRTimeline
California Public Employees Retirement …207,815$6.22M<0.01%-64713F-HRTimeline
Freestone Grove Partners LP202,823$6.07M0.06%new13F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD199,362$5.97M0.06%-111,60313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…192,565$5.77M0.01%+102,61913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC191,935$5.75M<0.01%-62,98013F-HR/ATimelineGroup
Pekin Hardy Strauss, Inc.186,715$5.59M0.68%+14,19013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…178,950$5.36M0.01%+78,24513F-HRTimelineGroup
Rafferty Asset Management, LLC175,413$5.25M0.02%+18,55513F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…175,061$5.24M0.01%-11,46213F-HRTimeline
DENALI ADVISORS LLC172,344$5.16M0.59%+59,79313F-HRTimeline
Aventail Capital Group, LP167,504$5.02M0.25%-82,49613F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC162,849$4.88M0.16%+39,16513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …161,825$4.82M0.01%-385,13113F-HRTimelineGroup
EVOKE WEALTH, LLC148,207$4.44M0.12%-4,72113F-HRTimeline
CAXTON ASSOCIATES LLP147,041$4.4M0.15%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC145,922$4.37M<0.01%+44,54213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.138,570$4.15M<0.01%+2,46013F-HRTimeline
Moody Aldrich Partners LLC135,058$4.04M0.85%+2,79113F-HRTimeline
CW Advisors, LLC132,782$3.98M0.05%+16,19313F-HRTimeline
SEGALL BRYANT & HAMILL, LLC128,907$3.86M0.06%-19,98713F-HRTimeline
Man Group plcin group Man Group plc124,572$3.73M0.01%-72,36113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC123,349$3.69M0.04%+73413F-HRTimeline
COMERICA BANK116,055$3.48M0.01%-3,30113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\110,338$3.3M<0.01%-1,36113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding107,392$3.22M-27,791Timeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…105,452$3.16M<0.01%-1,56313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth104,654$3.13M0.01%+1,43413F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC104,202$3.12M0.03%-312,93713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.103,152$3.09M<0.01%-518,25313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co102,906$3.08M0.01%-5,90113F-HRTimelineGroup
Illinois Municipal Retirement Fund101,173$3.03M0.04%-3,96313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/99,885$2.99M<0.01%+5,57313F-HRTimeline
Homestead Advisers Corp98,900$2.96M0.07%-30,30013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC97,851$2.93M<0.01%+23,38613F-HR/ATimelineGroup
Engineers Gate Manager LP97,184$2.91M0.05%+86,85813F-HRTimeline
Adams Wealth Management96,812$2.9M0.57%+23,53713F-HRTimeline
CacheTech Inc.96,812$2.9M0.57%+23,53713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,916$2.75M<0.01%+19,96513F-HR/ATimelineGroup
Jump Financial, LLCin group Jump Financial, LLC88,909$2.66M0.04%+70,03113F-HR/ATimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP87,104$2.61M0.12%+77,17613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC84,179$2.52M0.01%-35913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…84,042$2.52M0.01%-57,72013F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…83,393$2.5M0.01%-14,03113F-HRTimeline
Insight Wealth Strategies, LLC82,108$2.46M0.33%+31,02413F-HRTimeline
HIGHBRIDGE CAPITAL MANAGEMENT LLC81,750$2.45M0.11%new13F-HRTimeline
Black Maple Capital Management LP81,600$2.44M1.92%new13F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.80,356$2.41M0.03%-64,53913F-HRTimeline
NFJ INVESTMENT GROUP, LLC80,260$2.4M0.08%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding77,777$2.33M+12,508Timeline
Verition Fund Management LLC77,268$2.31M0.01%+32,62613F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …76,123$2.28M<0.01%new13F-HRTimelineGroup
CoreCommodity Management, LLC74,782$2.24M0.36%-30,03013F-HRTimeline
Tanglewood Legacy Advisors, LLC74,323$2.23M0.98%013F-HRTimeline
Hodges Capital Management Inc.73,908$2.21M0.22%-68,88613F-HR/ATimeline
Franklin Resourcesgroup of 2 filers holding73,056$2.19M-433,631Timeline
Holocene Advisors, LP72,933$2.18M0.01%new13F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…72,796$2.18M<0.01%+18,42213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP71,241$2.13M<0.01%-346,50513F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding70,389$2.11M-6,617Timeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…68,111$2.04M<0.01%+2,96913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…67,942$2.03M0.01%-1,12713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …65,406$1.96M<0.01%+95113F-HRTimelineGroup
1492 Capital Management LLC64,297$1.93M1.04%-8913F-HRTimeline
State of Alaska, Department of Revenue63,398$1.9M0.02%-1,66413F-HRTimeline
Collar Capital Management, LLC63,230$1.89M1.72%-94013F-HRTimeline
Creative Planningin group Creative Planning61,493$1.84M<0.01%+18,41713F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.59,749$1.79M0.01%-1,17313F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS58,415$1.75M0.01%-64,10813F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD57,800$1.73M<0.01%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…57,200$1.71M0.01%+9,37213F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC57,069$1.71M<0.01%-132,16813F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV55,815$1.67M<0.01%-21013F-HRTimeline
CONNORS INVESTOR SERVICES INC55,566$1.66M0.17%-60713F-HRTimeline
Louisiana State Employees Retirement Sy…53,900$1.61M0.03%-1,40013F-HRTimeline
Aster Capital Management (DIFC) Ltd48,896$1.6M0.3%new13F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson53,810$1.58M<0.01%013F-HRTimelineGroup
Vest Financial, LLC52,621$1.58M0.02%-13,44813F-HRTimeline
CSS LLC/IL51,891$1.55M0.11%+18,22013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\51,043$1.53M<0.01%+1,00613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd50,824$1.52M0.08%new13F-HRTimelineGroup
De Lisle Partners LLP50,000$1.5M0.25%+10,00013F-HRTimeline
State of Tennessee, Department of Treas…48,329$1.45M0.01%-19,88813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC47,360$1.41M0.19%new13F-HRTimelineGroup
Vestcor Inc46,727$1.4M0.05%+23,11413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC46,117$1.39M0.01%-1,02713F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY46,039$1.38M0.04%+4,88013F-HRTimeline
Sendero Wealth Management, LLC46,008$1.38M0.19%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC44,701$1.34M0.02%-46513F-HRTimeline
LPL Financial LLC44,386$1.33M<0.01%-2,94713F-HRTimeline
Caption Management, LLC43,834$1.31M0.06%-1613F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.42,000$1.26M0.3%+21,00013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC41,829$1.25M0.01%+35,23713F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE41,376$1.24M<0.01%-148,83713F-HRTimelineGroup
Atom Investors LP41,003$1.23M0.15%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers40,915$1.23M<0.01%-2,00513F-HRTimelineGroup
Energy Income Partners, LLC40,749$1.22M0.02%+1,11613F-HRTimeline
Ensign Peak Advisors, Inc40,621$1.22M<0.01%-27,02713F-HRTimeline
Kiker Wealth Management, LLC39,847$1.19M0.81%new13F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…39,756$1.19M0.01%013F-HRTimeline
TCI Wealth Advisors, Inc.38,799$1.16M0.09%-9913F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp38,085$1.14M<0.01%+8,47513F-HRTimelineGroup
Ethic Inc.37,987$1.13M0.02%-13,43313F-HRTimeline
GSA CAPITAL PARTNERS LLP37,357$1.12M0.1%+24,97313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC37,095$1.11M0.02%+12,26113F-HRTimeline
DRW Securities, LLC36,178$1.08M0.09%new13F-HRTimeline
Bridgewater Associates, LP35,869$1.07M<0.01%-267,53513F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd35,781$1.07M0.07%+7,69013F-HRTimelineGroup
Dana Investment Advisors, Inc.35,762$1.07M0.04%+2,37013F-HRTimeline
Waldron Private Wealth LLC35,503$1.06M0.05%-1313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,475$1.06M<0.01%+3,69413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …45,539$1.06M0.07%-303,72913F-HRTimelineGroup
Empowered Funds, LLC35,312$1.06M0.02%-76,16413F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC34,190$1.02M0.56%013F-HRTimeline
KLP KAPITALFORVALTNING AS33,800$1.01M<0.01%-1,60013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.33,584$1.01M0.02%-1,32913F-HRTimeline
Maryland State Retirement & Pension Sys…33,427$1M0.02%-4,92813F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM32,820$983K0.01%-38713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC32,714$980K<0.01%+6,80613F-HRTimeline
AMALGAMATED BANK32,580$976K0.01%-95313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC32,149$963K<0.01%-12,30213F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…30,830$923K<0.01%013F-HRTimeline
Petrus Trust Company, LTA30,682$919K0.09%+22,81213F-HRTimeline
Bryce Point Capital, LLC29,120$879K0.66%new13F-HRTimeline
DIVERSIFIED TRUST CO28,704$860K0.02%+6,92813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…28,377$850K<0.01%-5,84013F-HRTimeline
Cresset Asset Management, LLC27,536$825K<0.01%+82313F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…27,381$820K<0.01%+2,95513F-HRTimeline
ProShare Advisors LLC26,946$807K<0.01%-7,53613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND26,251$786K0.02%-70013F-HRTimeline
Mariner, LLCin group Mariner, LLC25,739$771K<0.01%-109,52813F-HRTimelineGroup
CIBC WORLD MARKETS CORP25,390$760K0.01%+14,68213F-HRTimeline