Effectdossier · gearchiveerd kwartaal
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
107Gevolgde houders
-2Δ houders
94.11MGehouden aandelen
$1.76BGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -1.8% ·
aandelenstroom -1.7% ·
netto nieuwe posities -1.9%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 20.93M | +2.7% | $391.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passief) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passief) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passief) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passief) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passief) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passief) | 13.52M | -2.4% | $252.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passief) | 6.26M | +1.7% | $118.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 5.57M | — | $104.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 5.57M | — | $104.13M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 5.57M | — | $104.13M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 5.57M | — | $104.13M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 5.57M | — | $104.13M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | American Century Companies Inc | 4.74M | — | $88.59M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 3.06M | -55.3% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Nomura Asset Management… | 2.90M | — | $54.19M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Millennium Management ✦ | 2.84M | +205.1% | $53.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passief) | 2.72M | +2.1% | $50.90M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passief) | 2.72M | +2.1% | $50.90M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Alyeska Investment Group, L.P. | 2.27M | — | $42.48M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Balyasny Asset Management L.P. | 1.78M | — | $33.35M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Balyasny Asset Management L.P. | 1.78M | — | $33.35M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.71M | +30.6% | $31.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 1.42M | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Of America Corp /De/ | 1.42M | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 1.42M | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 1.42M | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 1.42M | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 1.42M | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 1.42M | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 1.41M | +236.9% | $26.42M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 1.41M | +236.9% | $26.42M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | Point72 Asset Management ✦ | 1.39M | -22.5% | $26.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Charles Schwab Investment… | 1.37M | — | $25.70M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Northern Trust Corp | 1.23M | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Northern Trust Corp | 1.23M | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Northern Trust Corp | 1.23M | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 1.23M | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Northern Trust Corp | 1.23M | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Northern Trust Corp | 1.23M | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Fisher Asset Management ✦ | 944.07K | +5.3% | $17.65M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 890.59K | -35.0% | $16.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 890.59K | -35.0% | $16.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Nuveen, LLC | 833.17K | — | $15.58M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Nuveen, LLC | 833.17K | — | $15.58M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Nuveen, LLC | 833.17K | — | $15.58M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Victory Capital Management Inc | 816.89K | — | $15.28M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Jane Street Group, Llc | 786.88K | — | $14.71M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Jane Street Group, Llc | 786.88K | — | $14.71M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Jane Street Group, Llc | 786.88K | — | $14.71M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Invesco Ltd. | 762.39K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Invesco Ltd. | 762.39K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Invesco Ltd. | 762.39K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Invesco Ltd. | 762.39K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Invesco Ltd. | 762.39K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Invesco Ltd. | 762.39K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Invesco Ltd. | 762.39K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | First Trust Advisors Lp | 746.72K | — | $13.96M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 725.23K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | UBS Group AG | 666.07K | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | UBS Group AG | 666.07K | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | UBS Group AG | 666.07K | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Canada Pension Plan Investment Board | 604.90K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Tudor Investment Corp Et Al | 566.06K | — | $10.59M | 0.1% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Arrowstreet Capital | $19.30M | was 0.0% |
| Marshall Wace | $1.90M | was 0.0% |
| Renaissance Technologies | $262,185 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 509 houders, 223.04M aandelen, $6.87B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Aug 21
Lebeck James Barker
Officer · 17.50K aand · $647,850
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Aug 14
SC 13G — ARISTEIA CAPITAL, L.L.C.
Aug 07
SC 13G — STATE STREET CORP
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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