SM Energy Co - Common Stock (SM)

CUSIP: 78454L100

Q3 2023 13F Holders as of 30 Sep 2023

Holder snapshot 7 signals
Share change
-2,049,541
Put/Call ratio
66%
SEC-reported price per share
$39.65
Number of holders
369
Value change
-$71,876,659
Number of buys
192
Show 1 more signal
Number of sells
152
Security identity 1 source field
Shares outstanding
237,603,131

Security key

78454L100

Report period

Q3 2023

Institutions

369

Top holders

10

Ownership snapshot

Top reported holders of SM - SM Energy Co - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F Lead comparable stake: 9% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 9%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Comparable ownership Top 5
BlackRock Finance, Inc. 9%
VANGUARD GROUP INC 6.3%
STATE STREET CORP 2.8%
DIMENSIONAL FUND ADVISORS LP 1.8%
FRONTIER CAPITAL MANAGEMENT CO LLC 1.4%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
9%
$677,689,402
21,425,526 shares
30 Jun 2023
VANGUARD GROUP INC
13F
Company
13F
6.3%
$471,953,982
14,921,087 shares
30 Jun 2023
STATE STREET CORP
13F
Company
13F
2.8%
$210,079,691
6,641,786 shares
30 Jun 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
1.8%
$135,355,924
4,279,379 shares
30 Jun 2023
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
Company
13F
1.4%
$108,005,569
3,414,656 shares
30 Jun 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.99%
$74,651,944
2,360,162 shares
30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
369
Shares
106,205,313
Rows available
369
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
304
Q3 2023 holders
369
Holder diff
65
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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