SM Energy Co - Common Stock (SM)

CUSIP: 78454L100

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Common Stock
Shares outstanding
237,603,131
Total 13F shares
114,515,161
Share change
-1,519,875
Total reported value
$2,835,108,818
Put/Call ratio
48%
Price per share
$24.71
Number of holders
364
Value change
-$59,565,025
Number of buys
201
Number of sells
194

Security key

78454L100

Report period

Q2 2025

Institutions

364

Top holders

10

Ownership snapshot

Top shareholders 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.

Lead holder
Julio M. Quintana
13D/G signal
Evidence rows
50
Latest as of
10 Jun 2025
3/4/5 13F Lead comparable stake: 0.05% Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Julio M. Quintana
3/4/5
Director
0.05%
$2,722,289
109,814 shares
10 Jun 2025
Carla J. Bailo
3/4/5
Director
0.04%
$2,648,315
106,830 shares
10 Jun 2025
William D. Sullivan
3/4/5
Director
0.04%
$2,605,131
105,088 shares
10 Jun 2025
Rose M. Robeson
3/4/5
Director
0.02%
$1,025,388
41,363 shares
10 Jun 2025
Anita M. Powers
3/4/5
Director
0.01%
$840,133
33,890 shares
10 Jun 2025
Barton R. Brookman Jr.
3/4/5
Director
0.01%
$663,058
26,747 shares
10 Jun 2025
Ashwin Venkatraman
3/4/5
Director
0%
$248,123
10,009 shares
10 Jun 2025
BlackRock, Inc.
13F
Company
13F
7.5%
$530,362,474
17,708,263 shares
31 Mar 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD GROUP INC
13F
Company
13F
6.4%
$457,319,818
15,269,443 shares
31 Mar 2025
STATE STREET CORP
13F
Company
13F
2.7%
$190,156,444
6,349,130 shares
31 Mar 2025
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.7%
$188,895,987
6,307,316 shares
31 Mar 2025
JPMORGAN CHASE & CO
13F
Company
13F
1.8%
$127,800,393
4,267,125 shares
31 Mar 2025
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
1.6%
$117,074,682
3,909,004 shares
31 Mar 2025
WESTWOOD HOLDINGS GROUP INC
13F
Company
13F
1.3%
$96,056,988
3,207,245 shares
31 Mar 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.1%
$80,649,579
2,692,176 shares
31 Mar 2025
MACQUARIE GROUP LTD
13F
Company
13F
1%
$74,233,019
2,478,583 shares
31 Mar 2025
CITADEL ADVISORS LLC
13F
Company
13F
1%
$72,391,606
2,417,082 shares
31 Mar 2025
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
0.79%
$56,441,853
1,884,536 shares
31 Mar 2025
Invesco Ltd.
13F
Company
13F
0.79%
$56,122,106
1,873,860 shares
31 Mar 2025
River Road Asset Management, LLC
13F
Company
13F
0.74%
$52,654,795
1,758,090 shares
31 Mar 2025
FIRST TRUST ADVISORS LP
13F
Company
13F
0.68%
$48,443,945
1,617,494 shares
31 Mar 2025
Channing Capital Management, LLC
13F
Company
13F
0.66%
$46,679,142
1,558,569 shares
31 Mar 2025
HITE Hedge Asset Management LLC
13F
Company
13F
0.62%
$44,005,206
1,469,289 shares
31 Mar 2025
NORTHERN TRUST CORP
13F
Company
13F
0.59%
$41,881,811
1,398,391 shares
31 Mar 2025
MORGAN STANLEY
13F
Company
13F
0.54%
$38,713,130
1,292,590 shares
31 Mar 2025
CONGRESS ASSET MANAGEMENT CO
13F
Company
13F
0.53%
$37,725,831
1,259,627 shares
31 Mar 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
0.52%
$36,901,515
1,232,104 shares
31 Mar 2025
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
13F
0.52%
$36,745,505
1,226,895 shares
31 Mar 2025
Bank of New York Mellon Corp
13F
Company
13F
0.5%
$35,414,828
1,182,465 shares
31 Mar 2025
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.43%
$30,479,353
1,017,698 shares
31 Mar 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.4%
$28,139,207
939,540 shares
31 Mar 2025
Fisher Asset Management, LLC
13F
Company
13F
0.36%
$25,813,186
861,876 shares
31 Mar 2025
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
13F
0.36%
$25,362,978
846,844 shares
31 Mar 2025
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
Company
13F
0.35%
$24,898,363
831,331 shares
31 Mar 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
13F
0.3%
$21,290,407
710,865 shares
31 Mar 2025
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
13F
0.3%
$21,008,038
701,437 shares
31 Mar 2025
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
0.29%
$20,601,497
687,863 shares
31 Mar 2025
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
0.28%
$19,578,465
653,705 shares
31 Mar 2025
JANE STREET GROUP, LLC
13F
Company
13F
0.27%
$19,164,466
639,882 shares
31 Mar 2025
Nuveen, LLC
13F
Company
13F
0.27%
$18,909,532
631,370 shares
31 Mar 2025
Tributary Capital Management, LLC
13F
Company
13F
0.25%
$17,461,239
583,013 shares
31 Mar 2025
WEDGE CAPITAL MANAGEMENT L L P/NC
13F
Company
13F
0.25%
$17,441,982
582,370 shares
31 Mar 2025
Alyeska Investment Group, L.P.
13F
Company
13F
0.22%
$15,663,071
522,974 shares
31 Mar 2025
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
0.22%
$15,473,624
516,649 shares
31 Mar 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.21%
$15,278,136
510,121 shares
31 Mar 2025
SEI INVESTMENTS CO
13F
Company
13F
0.21%
$15,174,175
506,650 shares
31 Mar 2025
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
0.21%
$14,970,633
499,854 shares
31 Mar 2025
LSV ASSET MANAGEMENT
13F
Company
13F
0.19%
$13,846,000
462,291 shares
31 Mar 2025
PANAGORA ASSET MANAGEMENT INC
13F
Company
13F
0.19%
$13,825,459
461,618 shares
31 Mar 2025
UBS Group AG
13F
Company
13F
0.19%
$13,808,268
461,044 shares
31 Mar 2025
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 Q2 2025

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

Institutions
364
Shares
114,515,161
Rows loaded
369
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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. An asterisk next to the price means the price is likely invalid.

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
401
Q2 2025 holders
364
Holder diff
-37
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 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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