Security record · archived quarter
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
21Tracked holders
+1Δ holders
58.80MShares held
$1.47BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow +1.0% ·
net new positions +4.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 20.38M | +2.4% | $508.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 13.86M | -6.6% | $346.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 13.86M | -6.6% | $346.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 13.86M | -6.6% | $346.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 13.86M | -6.6% | $346.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 13.86M | -6.6% | $346.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 13.86M | -6.6% | $346.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 6.85M | — | $171.14M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (passive) | 6.15M | +7.2% | $153.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passive) | 2.66M | -1.7% | $66.56M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passive) | 2.66M | -1.7% | $66.56M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Point72 Asset Management ✦ | 1.80M | New | $44.89M | 0.1% | New | 1 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 1.37M | — | $34.19M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 1.37M | — | $34.19M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 1.37M | — | $34.19M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 1.37M | — | $34.19M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.31M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Millennium Management ✦ | 929.46K | -14.6% | $23.21M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 51 | Fisher Asset Management ✦ | 896.33K | +4.1% | $22.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 52 | Arrowstreet Capital ✦ | 772.77K | -28.6% | $19.30M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 53 | Bridgewater Associates ✦ | 482.15K | +38.1% | $12.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | D. E. Shaw & Co. ✦ | 419.26K | +404.2% | $10.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 287.82K | -80.0% | $7.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 287.82K | -80.0% | $7.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 243.65K | +41.2% | $6.08M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 243.65K | +41.2% | $6.08M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 243.65K | +41.2% | $6.08M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 243.65K | +41.2% | $6.08M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | Two Sigma Investments ✦ | 164.86K | +120.2% | $4.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | T. Rowe Price ✦ | 110.72K | +3.9% | $2.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 63 | Marshall Wace ✦ | 76.16K | +231.2% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 24.69K | +14.9% | $616,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 24.69K | +14.9% | $616,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 10.50K | -95.0% | $262,185 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Gotham Asset Management ✦ | 10.28K | +2.6% | $256,717 | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $44.89M | 0.1% |
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.
Frequently co-owned
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)
Aug 21
Lebeck James Barker
Officer · 17.50K sh · $647,850
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 14
SC 13G — ARISTEIA CAPITAL, L.L.C.
Aug 07
SC 13G — STATE STREET CORP
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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