SM · Company research
SM Energy Company (SM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 719 | 18766 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 992149 | 25895091 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124575 | 3251408 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 494 | 12893 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66375 | 1732394 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9267 | 241869 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7161 | 187 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176800 | 4614480 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fieldview Capital Management, LLC | 2040221 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9772 | 255049 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9551 | 249283 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5738 | 183 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70587 | 1842321 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 395 | 10309 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36886 | 962717 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Storgate, LLC | 2110835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12266 | 320143 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Unifi Asset Management LP | 2048100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42890 | 1119429 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 548 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 305 | 7961 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40070 | 1055448 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 757 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2280261 | 59514816 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41303 | 1078008 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Permanent Capital Management, LP | 2054108 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8765 | 228766 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5394304 | 140828711 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15425423 | 402603540 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 986852 | 25756854 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DONALD SMITH & CO., INC. | 814375 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7647594 | 199602203 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SAXON INTERESTS, INC. | 1905867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34177 | 892013 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SMH CAPITAL ADVISORS INC | 1180391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37399 | 976119 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 288 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 783 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25983 | 678165 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8290 | 216 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113600 | 2964960 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 366 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146112 | 3813523 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quaker Wealth Management, LLC | 1733472 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 131 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| HUSSMAN STRATEGIC ADVISORS, INC. | 1179475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105000 | 2740500 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 655 | 17096 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quad-Cities Investment Group, LLC | 1741426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13777 | 359581 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11705860 | 305527838 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35215 | 919103 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16414 | 428405 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127000 | 3314700 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26086 | 680845 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38802 | 1012732 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144150 | 3762318 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135179 | 3528162 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3127 | 82 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1912 | 49903 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1615 | 42152 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10993 | 286917 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34605 | 903190 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11187 | 291983 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Freestone Grove Partners LP | 2007591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11914 | 310955 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FEARNLEY ASSET MANAGEMENT AS | 2056821 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1496537 | 39059616 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7732718 | 201823940 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT CO LTD | 1055964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3480 | 90828 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 666413 | 17393379 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63328 | 1652861 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45981 | 1200104 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16300 | 425430 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21678 | 565796 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Sagefield Capital LP | 1771179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 633288 | 16528817 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1071 | 27954 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Permian Investment Partners, LP | 1472850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1022000 | 26674200 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9423 | 245940 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6590 | 171999 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 918135 | 23963334 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350502 | 9148102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAILARD, INC. | 750641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 313200 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Almanack Investment Partners, LLC. | 1680613 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20123 | 525202 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 757 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 538 | 14042 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9758 | 254692 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99330 | 2592513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NFJ INVESTMENT GROUP, LLC | 1862664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98453 | 2569623 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1466 | 38263 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.