- Type / Class
- Equity / Common Stock
- Shares outstanding
- 237,603,131
- Total 13F shares
- 117,149,287
- Share change
- +2,816,446
- Total reported value
- $2,925,176,416
- Put/Call ratio
- 65%
- Price per share
- $24.97
- Number of holders
- 378
- Value change
- +$70,688,850
- Number of buys
- 207
- Number of sells
- 162
Quarterly Holders Quick Answers
What is CUSIP 78454L100?
CUSIP 78454L100 identifies SM - SM Energy Co - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 78454L100:
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 by the holder's primary source 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
8.4%
|
19,902,380
|
$491,787,807 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.2%
|
14,843,403
|
$366,780,489 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.5%
|
5,890,818
|
$145,568,510 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.4%
|
5,736,438
|
$141,747,383 | — | 30 Jun 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.8%
|
4,209,870
|
$104,025,898 | — | 30 Jun 2025 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
1.6%
|
3,731,350
|
$92,201,659 | — | 30 Jun 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
1.4%
|
3,433,901
|
$84,852,000 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
3,374,092
|
$83,373,824 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
2,710,106
|
$66,978,849 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.96%
|
2,289,314
|
$56,568,948 | — | 30 Jun 2025 | |
| River Road Asset Management, LLC |
13F
|
Company |
0.73%
|
1,738,150
|
$47,955,558 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.65%
|
1,545,023
|
$38,177,558 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.61%
|
1,440,204
|
$35,587,441 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.55%
|
1,315,130
|
$32,496,861 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.55%
|
1,311,420
|
$32,405,188 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.54%
|
1,288,783
|
$31,845,828 | — | 30 Jun 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.5%
|
1,181,890
|
$29,204,502 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.48%
|
1,144,052
|
$28,269,514 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.46%
|
1,088,236
|
$26,890,312 | — | 30 Jun 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.46%
|
1,082,414
|
$26,746,450 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.46%
|
1,081,835
|
$26,732,148 | — | 30 Jun 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.43%
|
1,018,960
|
$25,178,502 | — | 30 Jun 2025 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
0.43%
|
1,011,071
|
$24,983,573 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.37%
|
883,186
|
$21,823,526 | — | 30 Jun 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.36%
|
861,301
|
$21,282,747 | — | 30 Jun 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.34%
|
817,070
|
$20,189,800 | — | 30 Jun 2025 | |
| Woodline Partners LP |
13F
|
Company |
0.34%
|
812,696
|
$20,081,718 | — | 30 Jun 2025 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.32%
|
765,825
|
$18,923,536 | — | 30 Jun 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.32%
|
763,862
|
$18,875,030 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.31%
|
737,219
|
$18,216,687 | — | 30 Jun 2025 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.26%
|
623,617
|
$15,409,576 | — | 30 Jun 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.25%
|
584,209
|
$14,435,804 | — | 30 Jun 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.24%
|
567,523
|
$14,023,493 | — | 30 Jun 2025 | |
| Aberdeen Group plc |
13F
|
Company |
0.24%
|
559,288
|
$13,943,049 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.24%
|
563,312
|
$13,919,446 | — | 30 Jun 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.23%
|
546,938
|
$13,514,844 | — | 30 Jun 2025 | |
| Herbert S. Vogel |
3/4/5
|
President & CEO, Director |
—
mixed-class rows
|
620,562
mixed-class rows
|
$13,246,462 | — | 24 Jul 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.22%
|
533,435
|
$13,181,172 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.22%
|
528,183
|
$13,051,376 | — | 30 Jun 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.22%
|
518,160
|
$12,803,734 | — | 30 Jun 2025 | |
| Freestone Grove Partners LP |
13F
|
Company |
0.22%
|
518,146
|
$12,803,388 | — | 30 Jun 2025 | |
| Glenmede Investment Management, LP |
13F
|
Company |
0.22%
|
514,519
|
$12,713,764 | — | 30 Jun 2025 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.21%
|
500,644
|
$12,370,913 | — | 30 Jun 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.2%
|
467,112
|
$11,542,338 | — | 30 Jun 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.19%
|
457,100
|
$11,295,000 | — | 30 Jun 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.18%
|
437,534
|
$10,811,465 | — | 30 Jun 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.18%
|
417,174
|
$10,308,370 | — | 30 Jun 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.17%
|
392,484
|
$9,698,279 | — | 30 Jun 2025 | |
| David W. Copeland |
3/4/5
|
EVP & General Counsel |
—
class O/S missing
|
228,543
|
$9,612,519 | — | 09 Sep 2022 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.16%
|
387,290
|
$9,569,915 | — | 30 Jun 2025 |
Institutional Holders of SM Energy Co - Common Stock (SM) as of Q3 2025
As of 30 Sep 2025,
SM Energy Co - Common Stock (SM) was held by
378 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
117,149,287 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, AMERICAN CENTURY COMPANIES INC, WESTWOOD HOLDINGS GROUP INC, JPMORGAN CHASE & CO, MACQUARIE GROUP LTD, GEODE CAPITAL MANAGEMENT, LLC, and Woodline Partners LP.
This page lists
378
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
364
Q3 2025 holders
378
Holder diff
14
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.