Skip to content
Disclosery

SM SM ENERGY COMPANY

Follow

Stock (common), issuer CIK 893538

366 managers (374 13F filers) reported a position in SM shares at 2025-06-30, 114,500,286 shares in all. 33 filers opened a position and 68 filers sold out during the quarter.

Managers
366
13F filers
374
New
33
Added
170
Reduced
128
Sold out
68
Shares held by filers
114,500,286

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.19,902,380$492M0.01%+2,194,11713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding14,888,058$368M-405,342Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP5,890,818$146M0.03%-416,49813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,736,438$142M0.01%-612,69213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC4,209,870$104M0.06%+300,86613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,731,350$92.2M0.66%+524,10513F-HR/ATimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,433,901$84.9M0.1%+955,31813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,374,092$83.4M0.01%-893,03313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,710,106$67M<0.01%+17,93013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,289,314$56.6M0.01%+415,45413F-HRTimelineGroup
River Road Asset Management, LLC1,738,150$48M0.61%-19,94013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,545,023$38.2M<0.01%+252,43313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,440,204$35.6M0.03%-976,87813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,315,130$32.5M<0.01%-83,26113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,311,420$32.4M0.03%-306,07413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,288,783$31.8M0.01%+56,67913F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP1,181,890$29.2M0.83%-45,00513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,144,052$28.3M<0.01%+204,51213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,088,236$26.9M0.02%-796,30013F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …1,082,414$26.7M0.02%+699,11513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,081,835$26.7M0.01%-100,63013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,018,960$25.2M0.06%new13F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO1,011,071$25M0.17%-248,55613F-HRTimeline
Nuveen, LLCin group TIAA883,186$21.8M0.01%+251,81613F-HRTimelineGroup
Fisher Asset Management, LLC861,301$21.3M0.01%-57513F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC817,070$20.2M0.07%+106,20513F-HRTimeline
Woodline Partners LP812,696$20.1M0.11%new13F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC765,825$18.9M0.18%-65,50613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC763,862$18.9M0.03%+123,98013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC737,219$18.2M<0.01%+227,09813F-HRTimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC623,617$15.4M0.27%+41,24713F-HRTimeline
UBS Group AGgroup of 2 filers holding604,295$14.9M-232,665Timeline
VICTORY CAPITAL MANAGEMENT INC584,209$14.4M0.01%+150,37513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding567,743$14M-92,913Timeline
Aberdeen Group plcin group Aberdeen Group plc559,288$13.9M0.02%+112,52913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC563,312$13.9M<0.01%+63,45813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO546,938$13.5M0.02%+40,28813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC533,435$13.2M<0.01%-484,26313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC528,183$13.1M<0.01%+11,53413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND518,160$12.8M0.02%-328,68413F-HR/ATimeline
Freestone Grove Partners LP518,146$12.8M0.1%+315,32313F-HRTimeline
Glenmede Investment Management, LP514,519$12.7M0.06%13F-HRTimeline
Tributary Capital Management, LLC500,644$12.4M1.1%-82,36913F-HRTimeline
PANAGORA ASSET MANAGEMENT INC467,112$11.5M0.05%+5,49413F-HRTimeline
LSV ASSET MANAGEMENT457,100$11.3M0.03%-5,19113F-HRTimeline
Public Sector Pension Investment Board437,534$10.8M0.05%+32,20213F-HRTimeline
Connor, Clark & Lunn Investment Managem…417,174$10.3M0.04%+132,83513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.392,484$9.7M0.02%+3,84513F-HRTimelineGroup
RHUMBLINE ADVISERS387,290$9.57M0.01%-15,57713F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC376,005$9.29M0.03%+46,90013F-HRTimeline
Bridgewater Associates, LP349,034$8.62M0.03%+313,16513F-HRTimeline
Verition Fund Management LLC337,212$8.33M0.05%+259,94413F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC336,570$8.32M0.2%-112,03913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc329,450$8.14M<0.01%+50813F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.307,413$7.6M0.03%-215,56113F-HRTimelineGroup
Pekin Hardy Strauss, Inc.305,006$7.54M0.86%+118,29113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…302,800$7.48M0.01%+110,23513F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC301,909$7.46M0.02%-399,52813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC294,546$7.28M0.01%+73,24013F-HRTimelineGroup
ROYCE & ASSOCIATES LP290,876$7.19M0.07%+20,81613F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.284,618$7.03M0.08%+204,26213F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…280,303$6.93M0.01%+3,00013F-HRTimelineGroup
HITE Hedge Asset Management LLC268,023$6.62M0.38%-1,201,26613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC264,356$6.53M<0.01%+72,42113F-HR/ATimelineGroup
DENALI ADVISORS LLC261,902$6.47M0.67%+89,55813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC246,729$6.1M0.01%+189,66013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN244,956$6.05M<0.01%+27,31313F-HRTimelineGroup
Trexquant Investment LP236,222$5.84M0.07%new13F-HRTimeline
CAXTON ASSOCIATES LLP219,898$5.43M0.14%+72,85713F-HRTimeline
Swiss National Bank218,600$5.4M<0.01%-3,00013F-HRTimeline
Assenagon Asset Management S.A.218,419$5.4M0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC208,900$5.16M0.01%-478,96313F-HRTimeline
California Public Employees Retirement …205,239$5.07M<0.01%-2,57613F-HRTimeline
ALGERT GLOBAL LLC188,458$4.66M0.1%+175,09813F-HR/ATimeline
Moody Aldrich Partners LLC177,045$4.37M0.85%+41,98713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC172,561$4.26M<0.01%+26,63913F-HRTimelineGroup
Holocene Advisors, LP171,336$4.23M0.01%+98,40313F-HRTimeline
Portolan Capital Management, LLCin group Portolan Capital Management, …170,194$4.21M0.26%new13F-HRTimelineGroup
Aventail Capital Group, LP167,504$4.14M0.18%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC167,312$4.13M<0.01%-103,99013F-HRTimelineGroup
CSM Advisors, LLC167,250$4.13M0.12%new13F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC163,517$4.04M0.12%+66813F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…158,213$3.91M0.01%-16,84813F-HRTimeline
EVOKE WEALTH, LLC156,300$3.86M0.09%+8,09313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…146,298$3.62M0.01%-32,65213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.142,900$3.53M<0.01%+4,33013F-HRTimeline
CW Advisors, LLC142,602$3.52M0.03%+9,82013F-HRTimeline
Rafferty Asset Management, LLC141,188$3.49M0.01%-34,22513F-HRTimeline
Edgestream Partners, L.P.137,975$3.41M0.09%new13F-HRTimeline
Caption Management, LLC129,389$3.2M0.29%+85,55513F-HRTimeline
COMERICA BANK124,408$3.07M0.01%+8,35313F-HRTimeline
SEGALL BRYANT & HAMILL, LLC119,442$2.95M0.04%-9,46513F-HRTimeline
CoreCommodity Management, LLC117,263$2.9M0.48%+42,48113F-HRTimeline
Adams Wealth Management115,513$2.85M0.54%+18,70113F-HRTimeline
CacheTech Inc.115,513$2.85M0.53%+18,70113F-HRTimeline
Insight Wealth Strategies, LLC107,381$2.8M0.35%+25,27313F-HRTimeline
NFJ INVESTMENT GROUP, LLC112,346$2.78M0.1%+32,08613F-HRTimeline
PDT Partners, LLC109,715$2.71M0.15%+96,76313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …108,322$2.68M<0.01%+32,19913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…108,132$2.67M0.01%+24,09013F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/106,540$2.63M<0.01%+6,65513F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…105,755$2.61M<0.01%+30313F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding105,363$2.6M-2,029Timeline
CANADA PENSION PLAN INVESTMENT BOARD104,000$2.57M<0.01%+46,20013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC103,293$2.55M0.02%-20,05613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,472$2.53M<0.01%+10,55613F-HR/ATimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co101,052$2.5M<0.01%-1,85413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\96,916$2.39M<0.01%-13,42213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC96,869$2.39M<0.01%-98213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…93,828$2.32M0.01%+10,43513F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp91,816$2.27M<0.01%+53,73113F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC86,298$2.13M0.01%+2,11913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.83,149$2.05M<0.01%-20,00313F-HRTimelineGroup
Creative Planningin group Creative Planning81,990$2.03M<0.01%+20,49713F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…81,253$2.01M0.01%+24,05313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV80,899$2M<0.01%+25,08413F-HRTimeline
Centiva Capital, LP80,395$1.99M0.13%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding79,338$1.96M+1,561Timeline
Y-Intercept (Hong Kong) Ltd78,686$1.94M0.05%+58,29313F-HRTimeline
Collar Capital Management, LLC78,181$1.93M1.62%+14,95113F-HRTimeline
Tanglewood Legacy Advisors, LLC74,323$1.84M0.75%013F-HRTimeline
Hodges Capital Management Inc.73,908$1.83M0.18%013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…73,706$1.82M<0.01%+91013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources71,452$1.77M<0.01%-1,60413F-HRTimelineGroup
LPL Financial LLC70,393$1.74M<0.01%+26,00713F-HRTimeline
Campbell & CO Investment Adviser LLC69,144$1.71M0.11%new13F-HRTimeline
Man Group plcin group Man Group plc68,746$1.7M<0.01%-55,82613F-HRTimelineGroup
Engineers Gate Manager LP68,155$1.68M0.02%-29,02913F-HRTimeline
State of Alaska, Department of Revenue68,135$1.68M0.02%+4,73713F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…67,826$1.68M0.01%-11613F-HRTimelineGroup
1492 Capital Management LLC64,417$1.59M0.73%+12013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…62,584$1.55M<0.01%-5,52713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …61,951$1.53M<0.01%-3,45513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC61,463$1.53M<0.01%+46,89313F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS59,850$1.48M0.01%+1,43513F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding59,745$1.48M-10,644Timeline
DARK FOREST CAPITAL MANAGEMENT LP59,320$1.47M0.06%-27,78413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC56,951$1.41M0.01%+10,83413F-HRTimelineGroup
TWINBEECH CAPITAL LP56,948$1.41M0.03%-276,60213F-HRTimeline
CONNORS INVESTOR SERVICES INC55,559$1.37M0.12%-713F-HRTimeline
CSS LLC/IL54,308$1.34M0.08%+2,41713F-HRTimeline
Illinois Municipal Retirement Fund53,760$1.33M0.02%-47,41313F-HRTimeline
Louisiana State Employees Retirement Sy…53,500$1.32M0.02%-40013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers52,388$1.29M<0.01%+11,47313F-HRTimelineGroup
De Lisle Partners LLP50,000$1.24M0.17%013F-HRTimeline
HIGHBRIDGE CAPITAL MANAGEMENT LLC50,000$1.24M0.06%-31,75013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …44,590$1.2M0.05%-94913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP48,591$1.2M0.08%+11,23413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48,222$1.19M<0.01%-2,82113F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments47,481$1.17M0.07%+25,68213F-HRTimelineGroup
Vest Financial, LLC47,053$1.16M0.02%-5,56813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC46,800$1.16M0.01%-42,10913F-HR/ATimelineGroup
Cresset Asset Management, LLC46,313$1.14M0.01%+18,77713F-HR/ATimeline
Sendero Wealth Management, LLC46,008$1.14M0.14%013F-HR/ATimeline
YOUSIF CAPITAL MANAGEMENT, LLC45,468$1.12M0.01%+76713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…44,913$1.11M0.01%new13F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson44,610$1.1M<0.01%-9,20013F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.44,051$1.09M0.07%+43,96713F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY42,706$1.06M0.03%-3,33313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC42,579$1.05M0.01%+75013F-HRTimelineGroup
Empowered Funds, LLC41,921$1.04M0.01%+6,60913F-HRTimeline
Energy Income Partners, LLC40,065$990K0.02%-68413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd39,579$978K0.04%-11,24513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC39,378$973K<0.01%+7,22913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC39,357$973K0.01%+2,26213F-HRTimeline
TCI Wealth Advisors, Inc.38,805$959K0.07%+613F-HRTimeline
Dana Investment Advisors, Inc.37,825$935K0.03%+2,06313F-HRTimeline
Thomist Capital Management, LP37,100$931K0.56%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd36,966$913K0.05%+1,18513F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…36,872$911K0.01%-2,88413F-HRTimeline
KLP KAPITALFORVALTNING AS36,000$890K<0.01%+2,20013F-HRTimeline
State of Tennessee, Department of Treas…35,855$886K<0.01%-12,47413F-HRTimeline
Waldron Private Wealth LLC35,503$877K0.04%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.35,175$869K0.02%+1,59113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,608$855K<0.01%-86713F-HRTimelineGroup
IRONWOOD INVESTMENT MANAGEMENT LLC34,190$845K0.41%013F-HRTimeline
Ensign Peak Advisors, Inc34,071$842K<0.01%-6,55013F-HRTimeline
Maryland State Retirement & Pension Sys…33,639$831K0.02%+21213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM33,405$825K<0.01%+58513F-HRTimeline
AMALGAMATED BANK32,588$805K0.01%+813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…30,830$762K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…29,387$726K<0.01%+2,00613F-HRTimeline
DIVERSIFIED TRUST CO29,209$722K0.02%+50513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…28,377$701K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC26,263$649K<0.01%+52413F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND26,051$644K0.01%-20013F-HRTimeline
Police & Firemen's Retirement System of…25,830$638K0.01%+1,14513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.25,780$637K0.11%+13,52013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD25,515$630K<0.01%+5,50513F-HRTimeline
ProShare Advisors LLC25,492$630K<0.01%-1,45413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE23,614$584K<0.01%-17,76213F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP22,996$568K<0.01%new13F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding22,329$552K+4,621Timeline
FMR LLCin group FMR LLC21,492$531K<0.01%-308,63213F-HRTimelineGroup
Scientech Research LLC21,342$527K0.13%+13,38913F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding21,166$523K-1,238Timeline
CHOREO, LLC20,992$519K0.01%+3,44313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,966$518K0.01%-92213F-HRTimelineGroup
Quantinno Capital Management LP20,799$514K<0.01%+13,05713F-HRTimeline
STRS OHIO19,400$479K<0.01%+1,40013F-HRTimeline