Security record · archived quarter
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
107Tracked holders
-2Δ holders
94.11MShares held
$1.76BReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -1.8% ·
share flow -1.7% ·
net new positions -1.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 54.31K | $1.81M | n/a | n/a |
| Q2 2026 | 121 | -2 | 164.15M | $4.29B | +5 | −9 |
| 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 | n/a |
| Q2 2025 | 17 | +1 | 48.71M | $1.20B | +1 | n/a |
| Q1 2025 | 13 | -1 | 15.72M | $470.95M | n/a | −1 |
| Q4 2024 | 14 | +1 | 13.68M | $530.41M | +1 | n/a |
| Q3 2024 | 12 | 0 | 7.65M | $305.95M | n/a | n/a |
| Q2 2024 | 12 | n/a | 9.91M | $428.62M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | State Street Global Advisors ✦ (passive) | 6.26M | +1.7% | $118.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 5.57M | n/a | $104.13M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | American Century Companies Inc | 4.74M | n/a | $88.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Nomura Asset Management… | 2.90M | n/a | $54.19M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 2.84M | +205.1% | $53.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 2.72M | +2.1% | $50.90M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | Alyeska Investment Group, L.P. | 2.27M | n/a | $42.48M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Balyasny Asset Management L.P. | 1.78M | n/a | $33.35M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 13 | Bank Of America Corp /De/ | 1.42M | n/a | $26.57M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 14 | D. E. Shaw & Co. ✦ | 1.41M | +236.9% | $26.42M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 15 | Point72 Asset Management ✦ | 1.39M | -22.5% | $26.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Charles Schwab Investment… | 1.37M | n/a | $25.70M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 1.23M | n/a | $22.97M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 18 | Fisher Asset Management ✦ | 944.07K | +5.3% | $17.65M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 890.59K | -35.0% | $16.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Nuveen, LLC | 833.17K | n/a | $15.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Victory Capital Management Inc | 816.89K | n/a | $15.28M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 786.88K | n/a | $14.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Invesco Ltd. | 762.39K | n/a | $14.26M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 24 | First Trust Advisors Lp | 746.72K | n/a | $13.96M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 725.23K | n/a | $13.56M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 26 | UBS Group AG | 666.07K | n/a | $12.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Canada Pension Plan Investment Board | 604.90K | n/a | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Tudor Investment Corp Et Al | 566.06K | n/a | $10.59M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Hotchkis & Wiley Capital Management… | 564.73K | n/a | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Principal Financial Group Inc | 545.95K | n/a | $10.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Ameriprise Financial Inc | 542.52K | n/a | $10.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | New York State Common Retirement… | 525.86K | n/a | $9.83M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 489.07K | +100.7% | $9.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 34 | Hsbc Holdings Plc | 405.95K | n/a | $7.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Envestnet Asset Management Inc | 399.30K | n/a | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rhumbline Advisers | 377.85K | n/a | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Universal- Beteiligungs- und… | 362.74K | n/a | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 340.00K | +18.1% | $6.36M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 305.06K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Barclays Plc | 289.20K | n/a | $5.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Sei Investments Co | 287.94K | n/a | $5.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Legal & General Group Plc | 283.92K | n/a | $5.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Connor, Clark & Lunn Investment… | 277.03K | n/a | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 265.61K | +61.1% | $4.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 254.72K | n/a | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 250.41K | n/a | $4.68M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 47 | Aberdeen Group plc | 242.52K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Swiss National Bank | 226.70K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 212.84K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | California Public Employees… | 204.53K | n/a | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Raymond James Financial Inc | 168.15K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Creative Planning | 167.01K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wellington Management ✦ | 146.31K | New | $2.74M | 0.0% | New | 1 | SEC ↗ ×4 |
| 54 | Prudential Financial Inc | 140.87K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 136.77K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 56 | Boston Partners | 129.31K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 127.56K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 124.17K | +403.0% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | T. Rowe Price ✦ | 117.24K | +5.9% | $2.19M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 60 | Holocene Advisors, LP | 116.64K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Mitsubishi UFJ Trust & Banking Corp | 114.61K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | California State Teachers… | 109.90K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Deutsche Bank Ag\ | 108.28K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Franklin Resources Inc | 84.84K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | Voya Investment Management Llc | 83.10K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 81.22K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Massachusetts Financial Services Co… | 76.37K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Stifel Financial Corp | 72.02K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 67.40K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Healthcare Of Ontario Pension Plan… | 58.62K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 56.27K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 52.81K | n/a | $987,510 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bridgewater Associates ✦ | 47.51K | -90.2% | $888,512 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 74 | Janus Henderson Group Plc | 45.36K | n/a | $847,816 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Royal Bank Of Canada | 44.38K | n/a | $831,000 | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 76 | LPL Financial LLC | 42.28K | n/a | $790,658 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Us Bancorp \De\ | 41.51K | n/a | $776,200 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Cerity Partners LLC | 36.53K | n/a | $683,142 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Citigroup Inc | 36.28K | n/a | $678,492 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 80 | Corient Private Wealth LP | 32.80K | n/a | $613,290 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Zurcher Kantonalbank (Zurich… | 32.44K | n/a | $606,535 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | State Board Of Administration Of… | 28.38K | n/a | $530,650 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Quantinno Capital Management LP | 26.61K | n/a | $497,624 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | ProShare Advisors LLC | 22.21K | n/a | $415,346 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cetera Investment Advisers | 21.36K | n/a | $399,455 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 21.33K | n/a | $398,834 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 87 | Lazard Asset Management Llc | 19.02K | n/a | $355,618 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Pictet Asset Management Holding SA | 18.83K | n/a | $352,084 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Man Group plc | 14.30K | n/a | $267,504 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Walleye Trading LLC | 12.99K | n/a | $243,007 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Blair William & Co/Il | 12.83K | n/a | $239,904 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 11.62K | n/a | $217,214 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 93 | IMC-Chicago, LLC | 11.58K | n/a | $216,509 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | CIBC Asset Management Inc | 11.29K | n/a | $211,142 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Gotham Asset Management ✦ | 10.84K | +5.4% | $202,708 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 96 | Squarepoint Ops LLC | 10.76K | n/a | $201,156 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Ensign Peak Advisors, Inc | 7.62K | n/a | $142,513 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Pnc Financial Services Group, Inc. | 7.33K | n/a | $136,982 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 99 | National Bank Of Canada /Fi/ | 6.16K | n/a | $114,971 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Cwm, Llc | 2.43K | n/a | $45,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $2.74M | 0.0% |
Exited
| Arrowstreet Capital | $19.30M | was 0.0% |
| Marshall Wace | $1.90M | was 0.0% |
| Renaissance Technologies | $262,185 | was 0.0% |
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)
Sep 10
Venkatraman Ashwin
Director · 3.65K sh · $139,722
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: Q4 2025 ·
Methodology ·
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