Skip to content

SM SM ENERGY COMPANY

Follow

Stock (common), issuer CIK 893538

Filings received so far for Q3 2026: 19 13F filers report a position in SM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CONGRESS ASSET MANAGEMENT CO137,815$4.66M0.03%+24,37013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…16,414$554K0.05%013F-HRTimelineGroup
Investors Research Corp15,201$513K0.09%-41713F-HRTimeline
GAMMA Investing LLC11,997$405K0.01%+1,88913F-HRTimeline
Post Resch Tallon Group Inc.8,000$270K0.19%-1,20013F-HRTimeline
Paragon Capital Management Ltd7,012$237K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC3,362$114K<0.01%-9813F-HRTimeline
Versant Capital Management, Inc1,955$66K0.01%+5813F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,758$59.4K<0.01%+14313F-HRTimeline
CoreCap Advisors, LLC974$32.9K<0.01%+66113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST953$32.2K<0.01%-49813F-HRTimeline
EASTERN BANK719$24.3K<0.01%013F-HRTimeline
GK Wealth Management LLC663$22.4K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC316$10.7K<0.01%013F-HRTimeline
Byrne Asset Management LLC150$5.26K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC42$1.42K<0.01%+513F-HRTimeline
Retirement Wealth Solutions LLC22$744<0.01%013F-HRTimeline
Trust Co17$574<0.01%013F-HRTimeline
Davis Capital Management12$405<0.01%013F-HRTimeline