Ficha del valor · trimestre archivado
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
128Tenedores rastreados
+20Δ titulares
166.05MAcciones mantenidas
$5.18BValor declarado
+27Nuevas posiciones
−7Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +18.5% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +15.6%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Canada Pension Plan Investment Board | 14.49M | +2296.1% | $451.92M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (pasivo) | 12.50M | +99.7% | $389.62M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 10.54M | — | $328.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | American Century Companies Inc | 8.92M | +88.4% | $278.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Geode Capital Management ✦ (pasivo) | 5.70M | +109.4% | $177.72M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Geode Capital Management ✦ (pasivo) | 5.70M | +109.4% | $177.72M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Millennium Management ✦ | 5.03M | +77.5% | $156.93M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Nomura Asset Management… | 2.94M | +1.5% | $91.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 50 | Charles Schwab Investment… | 2.90M | +111.0% | $90.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mackenzie Financial Corp | 2.68M | Nuevo | $83.46M | 0.1% | New | 1 | SEC ↗ |
| 56 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | First Trust Advisors Lp | 1.29M | +72.8% | $40.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Gotham Asset Management ✦ | 1.23M | +11232.0% | $38.30M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 88 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Victory Capital Management Inc | 1.13M | +37.9% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Principal Financial Group Inc | 1.10M | +101.7% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Principal Financial Group Inc | 1.10M | +101.7% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 99 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Mackenzie Financial Corp | $83.46M | 0.1% |
Posición cerrada
| D. E. Shaw & Co. | $26.42M | era 0.0% |
| Point72 Asset Management | $26.07M | era 0.0% |
| Connor, Clark & Lunn… | $5.18M | era 0.0% |
| Two Sigma Investments | $4.97M | era 0.0% |
| Aberdeen Group plc | $4.54M | era 0.0% |
| Healthcare Of Ontario Pension… | $1.10M | era 0.0% |
| Bridgewater Associates | $888,512 | 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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)
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: Q1 2026 ·
Metodología ·
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