SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -3.5% ·
net new positions +5.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 123 | -2 | 164.13M | $4.29B | +5 | −7 |
| Q1 2026 | 128 | +20 | 166.05M | $5.18B | +27 | −7 |
| Q4 2025 | 107 | -2 | 94.11M | $1.76B | +1 | −3 |
| Q3 2025 | 21 | +1 | 58.80M | $1.47B | +1 | — |
| Q2 2025 | 17 | +1 | 48.71M | $1.20B | +1 | — |
| Q1 2025 | 13 | -1 | 15.72M | $470.95M | — | −1 |
| Q4 2024 | 14 | +1 | 13.68M | $530.41M | +1 | — |
| Q3 2024 | 12 | 0 | 7.65M | $305.95M | — | — |
| Q2 2024 | 12 | — | 9.91M | $428.62M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 19.90M | — | $491.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 14.84M | — | $366.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 14.84M | — | $366.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 14.84M | — | $366.78M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 14.84M | — | $366.78M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 14.84M | — | $366.78M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 14.84M | — | $366.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passive) | 5.74M | -9.7% | $141.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 2.71M | +0.7% | $66.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 2.71M | +0.7% | $66.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 1.44M | -40.4% | $35.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 1.44M | -40.4% | $35.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Millennium Management ✦ | 1.09M | -42.2% | $26.89M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Arrowstreet Capital ✦ | 1.08M | +182.4% | $26.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 861.30K | -0.1% | $21.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Bridgewater Associates ✦ | 349.03K | +873.1% | $8.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 208.90K | -69.6% | $5.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 172.56K | +18.3% | $4.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 172.56K | +18.3% | $4.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 172.56K | +18.3% | $4.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 172.56K | +18.3% | $4.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 172.56K | +18.3% | $4.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 106.54K | +6.7% | $2.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 83.15K | -19.4% | $2.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 74.86K | +51.6% | $1.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Marshall Wace ✦ | 23.00K | New | $568,231 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 21.49K | — | $531,065 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 21.49K | — | $531,065 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Gotham Asset Management ✦ | 10.02K | -26.8% | $247,668 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $568,231 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 509 holders, 223.04M shares, $6.87B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 17.50K sh · $647,850
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology