Security record · archived quarter
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
128Tracked holders
+20Δ holders
166.05MShares held
$5.18BReported value
+27New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +18.5% ·
share flow +30.0% ·
net new positions +15.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 54.31K | $1.81M | n/a | −1 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 2 | Canada Pension Plan Investment Board | 14.49M | +2296.1% | $451.92M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 12.50M | +99.7% | $389.62M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 10.54M | n/a | $328.57M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | American Century Companies Inc | 8.92M | +88.4% | $278.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 5.70M | +109.4% | $177.72M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 5.03M | +77.5% | $156.93M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 10 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 12 | Nomura Asset Management… | 2.94M | +1.5% | $91.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Charles Schwab Investment… | 2.90M | +111.0% | $90.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Mackenzie Financial Corp | 2.68M | New | $83.46M | 0.1% | New | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 21 | First Trust Advisors Lp | 1.29M | +72.8% | $40.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Gotham Asset Management ✦ | 1.23M | +11232.0% | $38.30M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 24 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 25 | Victory Capital Management Inc | 1.13M | +37.9% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Principal Financial Group Inc | 1.10M | +101.7% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 28 | Fisher Asset Management ✦ | 981.39K | +4.0% | $30.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Squarepoint Ops LLC | 909.60K | +8355.9% | $28.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 772.24K | +42.3% | $24.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Rhumbline Advisers | 735.78K | +94.7% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Grantham, Mayo, Van Otterloo & Co.… | 716.92K | New | $22.35M | 0.1% | New | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 626.12K | +145.8% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Alyeska Investment Group, L.P. | 545.39K | -76.0% | $17.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | New York State Common Retirement… | 537.26K | +2.2% | $16.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Universal- Beteiligungs- und… | 535.53K | +47.6% | $16.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Hotchkis & Wiley Capital Management… | 504.88K | -10.6% | $15.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Tudor Investment Corp Et Al | 484.05K | -14.5% | $15.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 39 | Legal & General Group Plc | 476.14K | +67.7% | $14.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | California Public Employees… | 475.82K | +132.6% | $14.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 465.50K | +16.6% | $14.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Swiss National Bank | 424.23K | +87.1% | $13.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Barclays Plc | 418.55K | +44.7% | $13.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 44 | Creative Planning | 403.35K | +141.5% | $12.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Russell Investments Group, Ltd. | 383.18K | +53.0% | $11.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 46 | Baird Financial Group, Inc. | 383.18K | +25.6% | $11.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Sei Investments Co | 377.94K | +31.3% | $11.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Prudential Financial Inc | 317.05K | +125.1% | $9.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 313.53K | +129.2% | $9.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 50 | Adage Capital Partners ✦ | 300.00K | New | $9.35M | 0.0% | New | 1 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 280.82K | +139.5% | $8.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 256.35K | New | $7.99M | 0.0% | New | 1 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 252.11K | +18.4% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 54 | California State Teachers… | 250.38K | +127.8% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Arrowstreet Capital ✦ | 247.82K | New | $7.73M | 0.0% | New | 1 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 406.66K | +218.8% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mitsubishi UFJ Trust & Banking Corp | 243.88K | +112.8% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Deutsche Bank Ag\ | 236.93K | +118.8% | $7.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 59 | Focus Partners Wealth | 214.97K | New | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 60 | Man Group plc | 202.16K | +1313.2% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Holocene Advisors, LP | 191.32K | +64.0% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Raymond James Financial Inc | 186.78K | +11.1% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 183.96K | +226.9% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 166.15K | +95.8% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 65 | LPL Financial LLC | 161.99K | +283.1% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Marshall Wace ✦ | 160.75K | New | $5.01M | 0.0% | New | 1 | SEC ↗ ×2 |
| 67 | Citigroup Inc | 137.91K | +280.1% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | Massachusetts Financial Services Co… | 137.16K | +79.6% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Janus Henderson Group Plc | 124.44K | +174.3% | $3.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 113.44K | +39.7% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 108.21K | +196.2% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 72 | Cetera Investment Advisers | 108.02K | +405.7% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | IMC-Chicago, LLC | 105.93K | +815.0% | $3.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Voya Investment Management Llc | 105.72K | +27.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Corient Private Wealth LP | 106.34K | +224.3% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 101.62K | +281.9% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Manufacturers Life Insurance… | 98.03K | +85.6% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Royal Bank Of Canada | 94.11K | +112.1% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 79 | Zurcher Kantonalbank (Zurich… | 87.70K | +170.4% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fifth Third Bancorp | 77.82K | +6620.0% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Assenagon Asset Management S.A. | 77.63K | New | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 82 | Mariner, LLC | 65.39K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 83 | Lazard Asset Management Llc | 61.80K | +224.9% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Group One Trading Llc | 60.10K | +11753.9% | $1.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Hsbc Holdings Plc | 59.23K | -85.4% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 86 | Bnp Paribas Financial Markets | 55.08K | -18.3% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Boston Partners | 50.18K | -61.2% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Us Bancorp \De\ | 48.82K | +17.6% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 89 | State Board Of Administration Of… | 44.95K | +58.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Balyasny Asset Management L.P. | 39.57K | -97.8% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Walleye Trading LLC | 38.75K | +198.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | ProShare Advisors LLC | 38.56K | +73.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 38.09K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 37.06K | +73.7% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 95 | Pictet Asset Management Holding SA | 36.74K | +95.2% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 36.11K | New | $1.13M | 0.0% | New | 1 | SEC ↗ ×2 |
| 97 | BROOKFIELD Corp /ON/ | 32.02K | New | $998,259 | 0.0% | New | 1 | SEC ↗ |
| 98 | Jones Financial Companies Lllp | 29.93K | +1272.2% | $979,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 26.40K | -92.2% | $823,121 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 25.41K | +118.8% | $792,347 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Mackenzie Financial Corp | $83.46M | 0.1% |
| Grantham, Mayo, Van Otterloo… | $22.35M | 0.1% |
| Adage Capital Partners | $9.35M | 0.0% |
| Qube Research & Technologies… | $7.99M | 0.0% |
| Arrowstreet Capital | $7.73M | 0.0% |
| Focus Partners Wealth | $6.70M | 0.0% |
| Marshall Wace | $5.01M | 0.0% |
| Assenagon Asset Management… | $2.42M | 0.0% |
| Mariner, LLC | $2.04M | 0.0% |
| Wealth Enhancement Advisory… | $1.17M | 0.0% |
| Neuberger Berman Group LLC | $1.13M | 0.0% |
| BROOKFIELD Corp /ON/ | $998,259 | 0.0% |
Exited
| D. E. Shaw & Co. | $26.42M | was 0.0% |
| Point72 Asset Management | $26.07M | was 0.0% |
| Connor, Clark & Lunn… | $5.18M | was 0.0% |
| Two Sigma Investments | $4.97M | was 0.0% |
| Aberdeen Group plc | $4.54M | was 0.0% |
| Healthcare Of Ontario Pension… | $1.10M | was 0.0% |
| Bridgewater Associates | $888,512 | 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: Q1 2026 ·
Methodology ·
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