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Equibles

SM

SM Energy Co

Company with tickers: SM

CIK
893538
CUSIP
78454L100
Shares Outstanding
239,748,701
13F Activity (30d)
323 filings 311 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 516
Total Value: $7,207,523,593
Total Shares: 231,158,561
Showing 1–100 of 536 holdings by value · page 1 of 6

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 516 13F filers · Δ vs Dec 31, 2025
Top Holder
16.6%
Jun 2023 → Mar 2026 · range 15.0% – 19.5%
−1.7 pts
Top 5
39.6%
Jun 2023 → Mar 2026 · range 39.6% – 46.8%
−5.0 pts
Top 10
57.9%
Jun 2023 → Mar 2026 · range 53.8% – 57.9%
+1.3 pts
HHI
511
Jun 2023 → Mar 2026 · range 511 – 677
Broadly held −90

Quarterly Activity

vs Dec 31, 2025
New
226
Increased
215
Decreased
57
Sold Out
55
Unchanged
18
Holder count: +171
Institutional value: +236.8%
Shares held: +102.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega BlackRock, Inc. +17,500,906 38,431,787
Mega CANADA PENSION PLAN INVESTMENT BOARD +13,888,891 14,493,791
Mid ARISTEIA CAPITAL, L.L.C. +10,487,058 10,841,846
Mega STATE STREET CORP +6,238,602 12,495,962
Mega DIMENSIONAL FUND ADVISORS LP +4,426,751 9,995,353

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Balyasny Asset Management L.P. −1,743,792 39,574
Large Alyeska Investment Group, L.P. −1,726,371 545,386
Large Point72 Asset Management, L.P. −1,373,153 33,580
Mega D. E. Shaw & Co., Inc. −1,333,406 176,200
Mid ALGERT GLOBAL LLC −1,000,765 208,832

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 15,234,489 $475,011,367
Mega VANGUARD CAPITAL MANAGEMENT LLC 10,537,773 $328,567,762
Mid DONALD SMITH & CO., INC. 7,208,899 $224,773,470
Large MACKENZIE FINANCIAL CORP 2,676,731 $83,460,472
Mega VANGUARD FIDUCIARY TRUST CO 1,485,194 $46,308,348

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 13,520,158 $252,826,951
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC 784,784 $14,675,460
Small Thomist Capital Management, LP 552,905 $10,339,323
Large Connor, Clark & Lunn Investment Management Ltd. 277,027 $5,180,404
Mega TWO SIGMA INVESTMENTS, LP 265,612 $4,966,944
Filter: New 226 Increased 215 Reduced 57 Sold out 55 Unchanged 18
Showing 100 of 536
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,198,303,112 16.63% 38,431,787
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $475,011,367 6.59% 15,234,489
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $451,916,403 6.27% 14,493,791
Mega STATE STREET CORP $389,624,095 5.41% 12,495,962
Mid ARISTEIA CAPITAL, L.L.C. $338,048,758 4.69% 10,841,846
Mega VANGUARD CAPITAL MANAGEMENT LLC $328,567,762 4.56% 10,537,773
Mega DIMENSIONAL FUND ADVISORS LP $311,655,104 4.32% 9,995,353
Mega AMERICAN CENTURY COMPANIES INC $278,238,596 3.86% 8,923,624
Mid DONALD SMITH & CO., INC. $224,773,470 3.12% 7,208,899
Mega GEODE CAPITAL MANAGEMENT, LLC $177,680,882 2.47% 5,698,553
Mega MILLENNIUM MANAGEMENT LLC $156,926,009 2.18% 5,032,906
Mega JPMORGAN CHASE & CO $126,317,099 1.75% 4,051,222
Mega FMR LLC $125,294,209 1.74% 4,018,416
Mega MORGAN STANLEY $109,494,208 1.52% 3,511,681
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $91,739,167 1.27% 2,942,244
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $90,414,953 1.25% 2,899,774
Mega WELLINGTON MANAGEMENT GROUP LLP $85,743,439 1.19% 2,749,950
Large MACKENZIE FINANCIAL CORP $83,460,472 1.16% 2,676,731
Mega NORTHERN TRUST CORP Bank $82,770,768 1.15% 2,654,611
Mega GOLDMAN SACHS GROUP INC $75,097,527 1.04% 2,408,516
Mega Nuveen, LLC $73,599,952 1.02% 2,360,486
Mega UBS Group AG $64,849,659 0.90% 2,079,848
Mega VANGUARD FIDUCIARY TRUST CO Bank $46,308,348 0.64% 1,485,194
Mega Bank of New York Mellon Corp Bank $44,203,444 0.61% 1,417,686
Small FEARNLEY ASSET MANAGEMENT AS $43,326,543 0.60% 1,389,562
Mega FIRST TRUST ADVISORS LP $40,237,322 0.56% 1,290,485
Small Webs Creek Capital Management LP $40,075,654 0.56% 1,285,300
Mega BANK OF AMERICA CORP /DE/ Bank $39,324,026 0.55% 1,261,194
Large Gotham Asset Management, LLC $38,301,013 0.53% 1,228,384
Mega Invesco Ltd. $35,443,050 0.49% 1,136,724
Mega VICTORY CAPITAL MANAGEMENT INC $35,120,964 0.49% 1,126,394
Mega PRINCIPAL FINANCIAL GROUP INC $34,331,736 0.48% 1,101,082
Mega AQR CAPITAL MANAGEMENT LLC $33,642,905 0.47% 1,078,990
Mega Fisher Asset Management, LLC $30,599,802 0.42% 981,392
Mid PALISADE CAPITAL MANAGEMENT, LP $30,314,910 0.42% 972,255
Large Squarepoint Ops LLC $28,361,296 0.39% 909,599
Large Public Sector Pension Investment Board Pension $25,250,031 0.35% 809,815
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $24,395,232 0.34% 782,400
Mega AMERIPRISE FINANCIAL INC $24,078,536 0.33% 772,243
Mega RHUMBLINE ADVISERS $22,941,682 0.32% 735,782
Mid Lighthouse Investment Partners, LLC $22,812,067 0.32% 731,625
Large Grantham, Mayo, Van Otterloo & Co. LLC $22,353,503 0.31% 716,918
Mid KENNEDY CAPITAL MANAGEMENT LLC $21,883,963 0.30% 701,859
Mid Encompass Capital Advisors LLC $21,757,404 0.30% 697,800
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $19,522,546 0.27% 626,124
Large PANAGORA ASSET MANAGEMENT INC $19,506,582 0.27% 625,612
Mid WHITEBOX ADVISORS LLC $18,779,745 0.26% 602,301
Large GLENMEDE TRUST CO NA Bank $18,627,554 0.26% 597,420
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $18,140,524 0.25% 581,800
Small Corigliano Investment Advisers, LLC $17,460,800 0.24% 560,000
Small AEGIS FINANCIAL CORP $17,204,157 0.24% 551,769
Large Alyeska Investment Group, L.P. $17,005,135 0.24% 545,386
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $16,751,766 0.23% 537,260
Large Universal- Beteiligungs- und Servicegesellschaft mbH $16,697,918 0.23% 535,533
Mid Zimmer Partners, LP $16,603,350 0.23% 532,500
Mega CITADEL ADVISORS LLC $16,275,180 0.23% 521,975
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15,742,283 0.22% 504,884
Mid Sagefield Capital LP $15,318,608 0.21% 491,296
Mid Goehring & Rozencwajg Associates, LLC $15,207,421 0.21% 487,730
Large TUDOR INVESTMENT CORP ET AL $15,092,647 0.21% 484,049
Mega Legal & General Group Plc $14,846,044 0.21% 476,140
Mega California Public Employees Retirement System Pension $14,836,005 0.21% 475,818
Small Pekin Hardy Strauss, Inc. $14,647,896 0.20% 469,785
Small CLG LLC $14,535,336 0.20% 466,175
Mega ENVESTNET ASSET MANAGEMENT INC $14,514,134 0.20% 465,495
Large Steward Partners Investment Advisory, LLC $14,259,642 0.20% 457,333
Large CAPITAL FUND MANAGEMENT S.A. $13,300,452 0.18% 426,570
Mid Leeward Investments, LLC - MA $13,299,049 0.18% 426,525
Mega Swiss National Bank Bank $13,227,584 0.18% 424,233
Mega BARCLAYS PLC $13,050,449 0.18% 418,552
Mega ALLIANCEBERNSTEIN L.P. $12,679,752 0.18% 406,663
Large Creative Planning $12,576,483 0.17% 403,351
Mega WELLS FARGO & COMPANY/MN $12,472,000 0.17% 400,000
Large Russell Investments Group, Ltd. $11,947,516 0.17% 383,179
Large Baird Financial Group, Inc. $11,947,458 0.17% 383,177
Large SEI INVESTMENTS CO $11,784,137 0.16% 377,939
Mid ROYCE & ASSOCIATES LP $11,295,391 0.16% 362,264
Mega CITADEL ADVISORS LLC $10,526,212 0.15% 337,595
Large PRUDENTIAL FINANCIAL INC $9,885,712 0.14% 317,053
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $9,775,769 0.14% 313,527
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $9,354,000 0.13% 300,000
Mega PRICE T ROWE ASSOCIATES INC /MD/ $8,755,842 0.12% 280,816
Large Rafferty Asset Management, LLC $8,486,790 0.12% 272,187
Mid CSM Advisors, LLC $8,096,884 0.11% 259,682
Large Qube Research & Technologies Ltd $7,992,837 0.11% 256,345
Large ExodusPoint Capital Management, LP $7,983,639 0.11% 256,050
Mega WELLS FARGO & COMPANY/MN $7,860,881 0.11% 252,113
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $7,806,879 0.11% 250,381
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7,727,027 0.11% 247,820
Large Mitsubishi UFJ Trust & Banking Corp $7,604,146 0.11% 243,879
Small Truffle Hound Capital, LLC $7,483,200 0.10% 240,000
Small Tiptree Advisors, LLC $7,483,200 0.10% 240,000
Mega DEUTSCHE BANK AG\ Bank $7,387,445 0.10% 236,929
Mega JANE STREET GROUP, LLC $7,268,681 0.10% 233,120
Large LSV ASSET MANAGEMENT $7,255,617 0.10% 232,701
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $7,234,102 0.10% 232,011
Mid SEGALL BRYANT & HAMILL, LLC $6,959,157 0.10% 223,193
Large Focus Partners Wealth $6,702,858 0.09% 214,973
Small CoreCommodity Management, LLC $6,574,365 0.09% 210,852
Small PLUSTICK MANAGEMENT LLC $6,547,800 0.09% 210,000

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