Ficha del valor · trimestre archivado
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
107Tenedores rastreados
-2Δ titulares
94.11MAcciones mantenidas
$1.76BValor declarado
+1Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.8% ·
flujo de acciones -1.7% ·
nuevas posiciones netas -1.9%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 54.31K | $1.81M | n/a | n/a |
| Q2 2026 | 123 | -2 | 164.17M | $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 | 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 |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (pasivo) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | State Street Global Advisors ✦ (pasivo) | 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 ✦ (pasivo) | 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 | Nuevo | $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" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Wellington Management | $2.74M | 0.0% |
Posición cerrada
| Arrowstreet Capital | $19.30M | era 0.0% |
| Marshall Wace | $1.90M | era 0.0% |
| Renaissance Technologies | $262,185 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 509 tenedores, 223.04M acciones, $6.87B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 10
Venkatraman Ashwin
Director · 3.65K acc. · $139,722
Aug 21
Lebeck James Barker
Officer · 17.50K acc. · $647,850
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 14
SC 13G: ARISTEIA CAPITAL, L.L.C.
Aug 07
SC 13G: STATE STREET CORP
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
Obtener esto a través de la API