Security key
78454L100
- 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
Report period
Q2 2025
Institutions
364
Top holders
10
SM full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
SM Energy Co SEC filings
SM Energy Co company facts
Broader feeds
Reporting periods
Holder history for CUSIP 78454L100
Recent filing periods:
Top shareholders of SM - SM Energy Co - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Julio M. Quintana |
3/4/5
|
Director |
0.05%
|
109,814
|
$2,722,289 | — | 10 Jun 2025 | |
| Carla J. Bailo |
3/4/5
|
Director |
0.04%
|
106,830
|
$2,648,315 | — | 10 Jun 2025 | |
| William D. Sullivan |
3/4/5
|
Director |
0.04%
|
105,088
|
$2,605,131 | — | 10 Jun 2025 | |
| Rose M. Robeson |
3/4/5
|
Director |
0.02%
|
41,363
|
$1,025,388 | — | 10 Jun 2025 | |
| Anita M. Powers |
3/4/5
|
Director |
0.01%
|
33,890
|
$840,133 | — | 10 Jun 2025 | |
| Barton R. Brookman Jr. |
3/4/5
|
Director |
0.01%
|
26,747
|
$663,058 | — | 10 Jun 2025 | |
| Ashwin Venkatraman |
3/4/5
|
Director |
0%
|
10,009
|
$248,123 | — | 10 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
7.5%
|
17,708,263
|
$530,362,474 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.4%
|
15,269,443
|
$457,319,818 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
6,349,130
|
$190,156,444 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.7%
|
6,307,316
|
$188,895,987 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.8%
|
4,267,125
|
$127,800,393 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.6%
|
3,909,004
|
$117,074,682 | — | 31 Mar 2025 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
1.3%
|
3,207,245
|
$96,056,988 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
2,692,176
|
$80,649,579 | — | 31 Mar 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
1%
|
2,478,583
|
$74,233,019 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1%
|
2,417,082
|
$72,391,606 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.79%
|
1,884,536
|
$56,441,853 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.79%
|
1,873,860
|
$56,122,106 | — | 31 Mar 2025 | |
| River Road Asset Management, LLC |
13F
|
Company |
0.74%
|
1,758,090
|
$52,654,795 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.68%
|
1,617,494
|
$48,443,945 | — | 31 Mar 2025 | |
| Channing Capital Management, LLC |
13F
|
Company |
0.66%
|
1,558,569
|
$46,679,142 | — | 31 Mar 2025 | |
| HITE Hedge Asset Management LLC |
13F
|
Company |
0.62%
|
1,469,289
|
$44,005,206 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.59%
|
1,398,391
|
$41,881,811 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.54%
|
1,292,590
|
$38,713,130 | — | 31 Mar 2025 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
0.53%
|
1,259,627
|
$37,725,831 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.52%
|
1,232,104
|
$36,901,515 | — | 31 Mar 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.52%
|
1,226,895
|
$36,745,505 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.5%
|
1,182,465
|
$35,414,828 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.43%
|
1,017,698
|
$30,479,353 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.4%
|
939,540
|
$28,139,207 | — | 31 Mar 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.36%
|
861,876
|
$25,813,186 | — | 31 Mar 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.36%
|
846,844
|
$25,362,978 | — | 31 Mar 2025 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.35%
|
831,331
|
$24,898,363 | — | 31 Mar 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
710,865
|
$21,290,407 | — | 31 Mar 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
701,437
|
$21,008,038 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.29%
|
687,863
|
$20,601,497 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.28%
|
653,705
|
$19,578,465 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.27%
|
639,882
|
$19,164,466 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.27%
|
631,370
|
$18,909,532 | — | 31 Mar 2025 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.25%
|
583,013
|
$17,461,239 | — | 31 Mar 2025 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.25%
|
582,370
|
$17,441,982 | — | 31 Mar 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.22%
|
522,974
|
$15,663,071 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.22%
|
516,649
|
$15,473,624 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.21%
|
510,121
|
$15,278,136 | — | 31 Mar 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.21%
|
506,650
|
$15,174,175 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.21%
|
499,854
|
$14,970,633 | — | 31 Mar 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.19%
|
462,291
|
$13,846,000 | — | 31 Mar 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.19%
|
461,618
|
$13,825,459 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.19%
|
461,044
|
$13,808,268 | — | 31 Mar 2025 |
Institutional Holders of SM Energy Co - Common Stock (SM) as of Q2 2025
As of 30 Jun 2025,
SM Energy Co - Common Stock (SM) was held by
364 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
114,515,161 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, AMERICAN CENTURY COMPANIES INC, WESTWOOD HOLDINGS GROUP INC, MACQUARIE GROUP LTD, JPMORGAN CHASE & CO, GEODE CAPITAL MANAGEMENT, LLC, and Invesco Ltd..
This page lists
368
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.