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Disclosery

SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

338 managers (345 13F filers) reported a position in SM shares at 2025-12-31, 112,607,882 shares in all. 54 filers opened a position and 96 filers sold out during the quarter.

Managers
338
13F filers
345
New
54
Added
116
Reduced
130
Sold out
96
Shares held by filers
112,607,882

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.20,930,881$391M0.01%+555,51313F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding13,543,221$253M-361,240Timeline
STATE STREET CORPin group STATE STREET CORP6,257,360$118M<0.01%+107,29513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP5,568,602$104M0.02%-353,16713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC4,737,327$88.6M0.04%+151,70313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,063,740$57.3M<0.01%-363,18613F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding2,899,487$54.2M+2,897,927Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,835,718$53M0.04%+1,906,25513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,721,147$50.9M<0.01%+56,18713F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.2,271,757$42.5M0.12%+1,654,89113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,783,366$33.3M0.06%+756,92113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,706,953$31.9M<0.01%+400,08913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,420,743$26.6M<0.01%-335,75313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,412,606$26.4M0.02%+993,34613F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,394,033$26.1M0.04%-403,88713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,374,143$25.7M<0.01%+19,87813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,228,309$23M<0.01%-75,99713F-HRTimelineGroup
ALGERT GLOBAL LLC1,209,597$22.6M0.35%+994,66113F-HR/ATimeline
Sagefield Capital LPin group Sagefield Capital LP1,084,205$20.3M1.72%new13F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP988,641$18.5M0.55%-171,20013F-HRTimeline
Fisher Asset Management, LLC944,067$17.7M0.01%+47,73513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC890,591$16.7M<0.01%-478,71413F-HR/ATimelineGroup
FEARNLEY ASSET MANAGEMENT AS875,900$16.4M7.52%13F-HR/ATimeline
Nuveen, LLCin group TIAA833,167$15.6M<0.01%-18,54313F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC816,893$15.3M0.01%+210,07713F-HRTimeline
UBS Group AGgroup of 2 filers holding802,844$15M+113,690Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC786,885$14.7M0.02%+132,13713F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC784,784$14.7M0.05%-96,43813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.762,389$14.3M<0.01%-1,560,67613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP746,716$14M0.01%-202,68213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp725,234$13.6M<0.01%-318,74013F-HRTimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC617,859$11.6M0.21%+87,83413F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD604,900$11.3M0.01%+437,80013F-HRTimeline
TUDOR INVESTMENT CORP ET AL566,057$10.6M0.06%new13F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC564,730$10.6M0.03%+78,55013F-HRTimeline
Thomist Capital Management, LP552,905$10.4M2.83%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding545,954$10.2M-9,317Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC542,523$10.1M<0.01%+33413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND525,860$9.83M0.01%+10,90013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC500,591$9.36M0.03%+30,56413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC489,073$9.15M<0.01%+245,42213F-HRTimelineGroup
Corigliano Investment Advisers, LLC462,800$8.65M3.07%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA449,851$8.41M0.04%13F-HRTimelineGroup
SummitTX Capital, L.P.448,562$8.39M0.25%new13F-HRTimeline
LSV ASSET MANAGEMENT415,900$7.78M0.02%-28,40013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC399,304$7.47M<0.01%-193,63613F-HRTimelineGroup
ROYCE & ASSOCIATES LP399,006$7.46M0.08%+42,39813F-HRTimeline
Pekin Hardy Strauss, Inc.397,039$7.42M0.69%+77,63813F-HRTimeline
Public Sector Pension Investment Board396,514$7.41M0.02%-51,92213F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC386,165$7.22M0.15%-187,94213F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…382,502$7.15M0.24%+197,50913F-HRTimelineGroup
RHUMBLINE ADVISERS377,853$7.07M0.01%-11,45413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …362,741$6.8M0.01%+107,97513F-HRTimelineGroup
ARISTEIA CAPITAL, L.L.C.354,788$6.63M0.19%+342,56613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC340,000$6.36M<0.01%+52,17513F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding311,471$5.82M+291,737Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.305,063$5.7M0.01%-78,68213F-HRTimelineGroup
DENALI ADVISORS LLC300,000$5.61M0.62%+54,42813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC289,198$5.41M<0.01%+4,58213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO287,938$5.38M0.01%-305,91813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc283,917$5.31M<0.01%-30,35513F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…277,027$5.18M0.01%+166,73713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding265,612$4.97M+78,648Timeline
Y-Intercept (Hong Kong) Ltd257,056$4.81M0.11%+186,23513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…254,723$4.76M0.01%+212,67313F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.253,069$4.73M0.04%+33,23513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…250,409$4.68M0.01%+24,32113F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc242,523$4.54M0.01%-340,12913F-HRTimelineGroup
Swiss National Bank226,700$4.24M<0.01%+4,90013F-HRTimeline
Engineers Gate Manager LP222,358$4.16M0.05%+147,68513F-HRTimeline
CSM Advisors, LLC220,504$4.12M0.11%+11,01013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN212,840$3.98M<0.01%-66,58513F-HRTimelineGroup
California Public Employees Retirement …204,526$3.82M<0.01%-33713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC202,977$3.79M<0.01%+120,44313F-HR/ATimelineGroup
CAXTON ASSOCIATES LLP192,051$3.59M0.07%+55,52713F-HRTimeline
Freestone Grove Partners LP168,844$3.16M0.02%+149,39013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,152$3.14M<0.01%-312,76513F-HRTimelineGroup
Creative Planningin group Creative Planning167,010$3.12M<0.01%+48,33413F-HRTimelineGroup
HITE Hedge Asset Management LLC166,923$3.12M0.2%-60013F-HRTimeline
Rafferty Asset Management, LLC166,554$3.11M0.01%+6,74413F-HRTimeline
CacheTech Inc.156,553$2.93M0.54%+52,87713F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC155,322$2.9M0.09%-7,70613F-HRTimeline
SG Americas Securities, LLC150,329$2.81M<0.01%+110,73513F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…149,037$2.79M0.01%-83113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…146,315$2.74M<0.01%new13F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC142,051$2.66M0.02%+88,95213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC141,439$2.64M0.04%-37013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC140,872$2.63M<0.01%-154,69913F-HRTimelineGroup
Adams Wealth Management135,534$2.53M0.54%+40,45513F-HRTimeline
Moody Aldrich Partners LLC132,709$2.48M0.46%-14,43513F-HRTimeline
EVOKE WEALTH, LLC130,844$2.47M0.05%-2,53613F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp129,305$2.42M<0.01%+21,48513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.127,557$2.39M<0.01%-15,34813F-HRTimeline
Woodline Partners LP126,475$2.37M0.01%-2,303,04313F-HRTimeline
Empowered Funds, LLC125,993$2.36M0.04%+85,67413F-HR/ATimeline
FMR LLCin group FMR LLC124,165$2.32M<0.01%+99,47913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…119,093$2.23M<0.01%+28,47213F-HRTimelineGroup
CoreCommodity Management, LLC117,556$2.2M0.46%-6,70613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/117,244$2.19M<0.01%+6,52513F-HRTimeline
Holocene Advisors, LP116,638$2.18M<0.01%-6,21713F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding114,707$2.15M+56,160Timeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…109,903$2.06M<0.01%-10113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\108,278$2.02M<0.01%+1,72113F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP107,227$2.01M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co101,932$1.91M<0.01%013F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO98,924$1.85M0.01%-1,113,85113F-HRTimeline
NFJ INVESTMENT GROUP, LLC96,937$1.81M0.07%-4,25513F-HRTimeline
COMERICA BANK85,184$1.59M0.01%-32,34013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources84,837$1.59M<0.01%+15,51913F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.83,824$1.57M0.08%+39,12313F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC82,587$1.56M0.01%-7,53313F-HRTimeline
AlphaQuest LLC83,220$1.56M0.09%+80,72713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC83,097$1.55M<0.01%+83713F-HRTimelineGroup
Collar Capital Management, LLC81,529$1.52M1.02%+18213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV81,217$1.52M<0.01%-2,23513F-HRTimeline
Graham Capital Management, L.P.80,459$1.5M0.05%+67,47713F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC80,090$1.5M0.63%+23,60013F-HRTimeline
Campbell & CO Investment Adviser LLC79,458$1.49M0.07%new13F-HRTimeline
State of Tennessee, Department of Treas…75,969$1.48M<0.01%+48,27013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…77,520$1.45M0.01%new13F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…76,367$1.43M<0.01%-2,52713F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding75,666$1.41M+12,859Timeline
Dana Investment Advisors, Inc.74,968$1.4M0.04%+34,27813F-HRTimeline
Tanglewood Legacy Advisors, LLC74,323$1.39M0.52%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,016$1.35M<0.01%+51,14013F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd71,655$1.34M0.05%+22,22013F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.70,806$1.32M0.2%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS67,401$1.26M<0.01%+36,33813F-HRTimelineGroup
Aigen Investment Management, LP67,059$1.25M0.29%new13F-HRTimeline
Verition Fund Management LLC66,878$1.25M0.01%-313,28813F-HRTimeline
HIGHBRIDGE CAPITAL MANAGEMENT LLC66,000$1.23M0.06%+16,00013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd64,010$1.2M0.03%+27,75813F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…63,012$1.18M0.01%-4,81413F-HRTimelineGroup
State of Alaska, Department of Revenue62,335$1.17M0.01%+42313F-HRTimeline
Jain Global LLC60,884$1.14M0.01%new13F-HRTimeline
PDT Partners, LLC59,994$1.12M0.07%-49,60913F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…58,618$1.1M<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC58,143$1.09M0.01%+15,43313F-HRTimeline
Illinois Municipal Retirement Fund58,099$1.09M0.01%-4,43213F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…56,274$1.05M<0.01%+3,22813F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.54,982$1.03M0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …52,808$988K<0.01%-2,63513F-HRTimelineGroup
Louisiana State Employees Retirement Sy…52,500$982K0.02%-30013F-HRTimeline
Cresset Asset Management, LLC49,023$926K<0.01%+1,47313F-HRTimeline
Bridgewater Associates, LP47,514$889K<0.01%-434,63613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments46,417$868K0.05%+48913F-HRTimelineGroup
Sendero Wealth Management, LLC46,277$865K0.1%+26913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson45,362$848K<0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…44,809$838K0.06%new13F-HRTimelineGroup
VARCOV Co.44,750$837K0.33%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,375$831K<0.01%-191,33113F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding43,581$815K+1,821Timeline
LPL Financial LLC42,281$791K<0.01%-26,71613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\41,508$776K<0.01%-7,43413F-HRTimelineGroup
Neo Ivy Capital Management40,283$753K0.12%new13F-HRTimeline
Laurion Capital Management LP37,576$703K0.05%new13F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…37,540$702K0.01%-11,45513F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS36,822$689K<0.01%-18,98813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC36,532$683K<0.01%-5,75113F-HRTimelineGroup
Unison Advisors LLC36,104$682K0.06%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,283$678K<0.01%-107,36913F-HRTimelineGroup
Waldron Private Wealth LLC35,503$664K0.03%013F-HRTimeline
Aventail Capital Group, LP33,882$634K0.04%-7,76813F-HRTimeline
Schonfeld Strategic Advisors LLC33,749$631K<0.01%-2,74113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.33,423$625K0.01%+2,37413F-HRTimeline
AMALGAMATED BANK33,375$624K<0.01%+6413F-HRTimeline
DIVERSIFIED TRUST CO33,336$623K0.01%+24713F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC33,980$619K0.01%-4,44613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…32,435$607K<0.01%+6,21613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC32,257$603K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…31,827$595K<0.01%+23613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM31,715$593K<0.01%-2,15513F-HRTimeline
COMMONS CAPITAL, LLC31,250$584K0.41%new13F-HRTimeline
TCI Wealth Advisors, Inc.29,455$551K0.03%-413F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…29,276$548K<0.01%-3,63813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…28,377$531K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…28,360$530K<0.01%-91613F-HRTimeline
TWINBEECH CAPITAL LP28,153$526K0.04%+17,77813F-HRTimeline
Quantinno Capital Management LP26,610$498K<0.01%-1,24113F-HRTimeline
Sciencast Management LP26,407$494K0.07%new13F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND26,251$491K0.01%+40013F-HRTimeline
Vestcor Inc25,955$485K0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS24,800$468K<0.01%-17,10013F-HRTimeline
DRW Securities, LLC24,173$452K0.03%new13F-HRTimeline
Black Maple Capital Management LP23,000$430K0.32%new13F-HRTimeline
ProShare Advisors LLC22,211$415K<0.01%+68713F-HRTimeline
Cetera Investment Advisers21,361$399K<0.01%-1,01913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,328$399K<0.01%-2,88513F-HRTimelineGroup
Aquatic Capital Management LLC21,127$395K0.01%-52,06713F-HRTimeline
GSA CAPITAL PARTNERS LLP20,894$391K0.03%-7,71013F-HRTimeline
Patten Group, Inc.20,707$387K0.07%new13F-HRTimeline
STRS OHIO20,100$376K<0.01%+19,30013F-HRTimeline
CHOREO, LLC19,421$365K<0.01%-1,43913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC19,017$356K<0.01%+6013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…18,828$352K<0.01%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd17,786$333K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP17,198$322K<0.01%-2,05613F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,949$317K<0.01%-54,65013F-HRTimelineGroup
IFP Advisors, Inc16,934$317K0.01%-19713F-HRTimeline
Maryland State Retirement & Pension Sys…16,879$316K0.01%+35313F-HRTimeline