Who owns SM Energy?
- Ticker: SM
- CUSIP Number: 78454L100
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Analyze quarterly positions in SM Energy with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SM Energy stock
Who bought or sold SM Energy this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 38M | $1.2B | 84% | Mar 2026 |
|
| Vanguard Portfolio Management | 15M | $475M | 100% | Mar 2026 |
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| Canada Pension Plan Investment Board | 15M | $452M | 2296% | Mar 2026 |
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| Vanguard Group | 14M | $253M | -2% | Dec 2025 |
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| Aristeia Capital | 11M | $338M | 2956% | Mar 2026 |
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| Vanguard Capital Management | 11M | $329M | 100% | Mar 2026 |
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| Dimensional Fund Advisors | 10M | $312M | 79% | Mar 2026 |
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| State Street Corporation | 6.3M | $118M | 2% | Dec 2025 |
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| Geode Capital Management | 5.7M | $178M | 109% | Mar 2026 |
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| Millennium Management | 5.0M | $157M | 77% | Mar 2026 |
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| American Century Companies | 4.7M | $89M | 3% | Dec 2025 |
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| Morgan Stanley | 3.5M | $110M | 106% | Mar 2026 |
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| Nomura Asset Management International | 2.9M | $92M | 100% | Mar 2026 |
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| Mackenzie Financial | 2.7M | $84M | 100% | Mar 2026 |
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| Goldman Sachs Group | 2.4M | $75M | 170% | Mar 2026 |
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| Nuveen | 2.4M | $74M | 183% | Mar 2026 |
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| UBS Group | 2.1M | $65M | 212% | Mar 2026 |
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| Vanguard Fiduciary Trust | 1.5M | $46M | 100% | Mar 2026 |
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| Bank of New York Mellon | 1.4M | $44M | 95% | Mar 2026 |
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| Fearnley Asset Management As | 1.4M | $43M | 59% | Mar 2026 |
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| Charles Schwab Investment Management | 1.4M | $26M | 1% | Dec 2025 |
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| First Trust Advisors | 1.3M | $40M | 73% | Mar 2026 |
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| Bank of America Corporation | 1.3M | $39M | 100% | Mar 2026 |
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| Gotham Asset Management | 1.2M | $38M | 11232% | Mar 2026 |
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| Northern Trust | 1.2M | $23M | -6% | Dec 2025 |
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| Invesco | 1.1M | $35M | 49% | Mar 2026 |
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| Principal Financial Group | 1.1M | $34M | 102% | Mar 2026 |
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| AQR Capital Management | 1.1M | $34M | 121% | Mar 2026 |
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| Squarepoint Ops | 1.1M | $33M | 586% | Mar 2026 |
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| Palisade Capital Management | 989k | $19M | -15% | Dec 2025 |
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| Fisher Investments | 981k | $31M | 4% | Mar 2026 |
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| Citadel Advisors | 886k | $28M | 6% | Mar 2026 |
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| Victory Capital Management | 817k | $15M | 35% | Dec 2025 |
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| Public Sector Pension Investment Board | 810k | $25M | 104% | Mar 2026 |
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| Ameriprise Financial | 772k | $24M | 42% | Mar 2026 |
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| Rhumbline Advisers | 736k | $23M | 95% | Mar 2026 |
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| Grantham, Mayo, Van Otterloo & Co | 717k | $22M | 100% | Mar 2026 |
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| Kennedy Capital Management | 702k | $22M | 82% | Mar 2026 |
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| Encompass Capital Advisors | 698k | $22M | 100% | Mar 2026 |
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| Wells Fargo & Company | 652k | $20M | 10% | Mar 2026 |
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| PanAgora Asset Management | 626k | $20M | 25% | Mar 2026 |
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| Whitebox Advisors | 602k | $19M | 100% | Mar 2026 |
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| Glenmede Trust Company | 597k | $19M | 33% | Mar 2026 |
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| Corigliano Investment Advisers | 560k | $18M | 100% | Mar 2026 |
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| Tudor Investment Corporation | 558k | $17M | -6% | Mar 2026 |
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| Thomist Capital Management | 553k | $10M | 100% | Dec 2025 |
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| Aegis Financial Corporation | 552k | $17M | 100% | Mar 2026 |
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| Alyeska Investment Group | 545k | $17M | -76% | Mar 2026 |
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| New York State Common Retirement Fund | 537k | $17M | 2% | Mar 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 536k | $17M | 48% | Mar 2026 |
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| Zimmer Partners | 533k | $17M | 100% | Mar 2026 |
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| Hotchkis and Wiley Capital Management | 505k | $16M | -11% | Mar 2026 |
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| Susquehanna International | 493k | $9.2M | -9% | Dec 2025 |
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| Sagefield Capital | 491k | $15M | -55% | Mar 2026 |
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| Goehring & Rozencwajg Associates | 488k | $15M | 100% | Mar 2026 |
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| Legal & General Group | 476k | $15M | 68% | Mar 2026 |
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| CalPERS | 476k | $15M | 133% | Mar 2026 |
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| Pekin, Singer Strauss Asset Management | 470k | $15M | 18% | Mar 2026 |
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| Envestnet Asset Management | 466k | $15M | 17% | Mar 2026 |
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| Capital Fund Management | 463k | $14M | 83% | Mar 2026 |
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| Steward Partners Investment Advisory | 457k | $14M | 227429% | Mar 2026 |
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| Leeward Investments, LLC - MA | 427k | $13M | 100% | Mar 2026 |
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| Swiss National Bank | 424k | $13M | 87% | Mar 2026 |
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| Alliancebernstein | 407k | $7.6M | 219% | Mar 2026 |
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| Creative Planning | 403k | $13M | 142% | Mar 2026 |
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| Jane Street | 393k | $12M | -57% | Mar 2026 |
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| Russell Investments | 383k | $12M | 53% | Mar 2026 |
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| Lighthouse Investment Partners | 383k | $7.2M | 107% | Dec 2025 |
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| Sei Investments | 378k | $12M | 31% | Mar 2026 |
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| Royce & Associates | 362k | $11M | -9% | Mar 2026 |
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| Prudential Financial | 317k | $9.9M | 125% | Mar 2026 |
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| Ubs Global Asset Management Americas | 314k | $9.8M | 129% | Mar 2026 |
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| Baird Financial | 305k | $5.7M | -21% | Dec 2025 |
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| Barclays | 289k | $5.4M | 2% | Dec 2025 |
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| CastleKnight Management | 269k | $8.4M | 100% | Mar 2026 |
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| California State Teachers Retirement System | 250k | $7.8M | 128% | Mar 2026 |
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| Mitsubishi UFJ Trust & Banking Corp | 244k | $7.6M | 113% | Mar 2026 |
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| Truffle Hound Capital | 240k | $7.5M | 100% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 237k | $7.4M | 119% | Mar 2026 |
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| LSV Asset Management | 233k | $7.3M | -44% | Mar 2026 |
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| New York State Teachers Retirement System | 232k | $7.2M | 56% | Mar 2026 |
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| Segall Bryant & Hamill | 223k | $7.0M | 58% | Mar 2026 |
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| Engineers Gate Manager | 222k | $4.2M | 198% | Dec 2025 |
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| CSM Advisors | 221k | $4.1M | 5% | Dec 2025 |
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| Algert Coldiron Investors | 209k | $6.5M | -83% | Mar 2026 |
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| Denali Advisors | 203k | $6.3M | -32% | Mar 2026 |
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| Man Group | 202k | $6.3M | 1313% | Mar 2026 |
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| Qsemble Capital Management | 198k | $6.2M | 100% | Mar 2026 |
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| Caxton Associates | 192k | $3.6M | 41% | Dec 2025 |
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| Thrivent Financial for Lutherans | 192k | $6.0M | 61% | Mar 2026 |
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| Holocene Advisors | 191k | $6.0M | 64% | Mar 2026 |
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| Alaska Retirement Management Board | 190k | $5.9M | 204% | Mar 2026 |
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| Tieton Capital Management | 189k | $5.9M | 100% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 184k | $5.7M | 227% | Mar 2026 |
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| Moody Aldrich Partners | 177k | $5.5M | 33% | Mar 2026 |
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| D. E. Shaw & Co | 176k | $5.5M | -88% | Mar 2026 |
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| Raymond James Financial | 168k | $3.1M | -65% | Dec 2025 |
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| Vanguard Asset Management | 168k | $5.2M | 100% | Mar 2026 |
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| HITE Hedge Asset Management | 167k | $3.1M | 0% | Dec 2025 |
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| Rafferty Asset Management | 167k | $3.1M | 4% | Dec 2025 |
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| Franklin Resources | 166k | $5.2M | 96% | Mar 2026 |
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| LPL Financial | 162k | $5.1M | 283% | Mar 2026 |
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| Walleye Trading | 155k | $4.8M | 164% | Mar 2026 |
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| Peak6 | 155k | $4.8M | 100% | Mar 2026 |
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| Wellington Management Company | 146k | $2.7M | 100% | Dec 2025 |
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| Peregrine Capital Management | 142k | $4.4M | -9% | Mar 2026 |
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| Citigroup | 138k | $4.3M | 100% | Mar 2026 |
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| Walleye Trading Advisors | 136k | $4.3M | -76% | Mar 2026 |
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| Vanguard Global Advisers | 134k | $4.2M | 100% | Mar 2026 |
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| Evoke Wealth | 131k | $2.5M | -2% | Dec 2025 |
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| Empowered Funds | 126k | $2.4M | 212% | Dec 2025 |
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| Vontobel Holding | 125k | $3.9M | 100% | Mar 2026 |
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| Henderson Group | 124k | $3.9M | 174% | Mar 2026 |
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| FMR | 124k | $2.3M | 403% | Dec 2025 |
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| State of Tennessee, Treasury Department | 122k | $3.8M | 61% | Mar 2026 |
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| NISA Investment Advisors | 118k | $3.7M | 43% | Mar 2026 |
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| CoreCommodity Management | 118k | $2.2M | -5% | Dec 2025 |
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| Mercer Global Advisors | 113k | $3.5M | 40% | Mar 2026 |
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| Edgestream Partners | 113k | $3.5M | 100% | Mar 2026 |
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| Congress Asset Management | 112k | $3.5M | 14% | Mar 2026 |
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| South Dakota Investment Council | 110k | $3.4M | 100% | Mar 2026 |
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| HPM Partners | 108k | $3.4M | 196% | Mar 2026 |
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| Cetera Investment Advisers | 108k | $3.4M | 406% | Mar 2026 |
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| CI Private Wealth | 106k | $3.2M | 582% | Mar 2026 |
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| CSS | 106k | $3.3M | 936% | Mar 2026 |
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| IMC-Chicago | 106k | $3.3M | 815% | Mar 2026 |
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| Ing Investment Management | 106k | $3.3M | 27% | Mar 2026 |
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| Illinois Municipal Retirement Fund | 104k | $3.2M | 79% | Mar 2026 |
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| WEDGE Capital Management L | 104k | $3.2M | -83% | Mar 2026 |
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| Great-West Life Assurance Company | 102k | $1.9M | 0% | Dec 2025 |
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| Quantinno Capital Management | 102k | $3.2M | 282% | Mar 2026 |
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| Louisiana State Employees Retirement System | 100k | $3.1M | 91% | Mar 2026 |
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| Oliver Luxxe Assets | 98k | $3.1M | 100% | Mar 2026 |
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| Manufacturers Life Insurance Company | 98k | $3.1M | 86% | Mar 2026 |
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| Nfj Investment Group | 97k | $3.0M | 0% | Mar 2026 |
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| Expect Equity | 96k | $3.0M | 100% | Mar 2026 |
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| State of New Jersey Common Pension Fund D | 96k | $3.0M | 100% | Mar 2026 |
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| Kestra Advisory Services | 96k | $3.0M | 1012% | Mar 2026 |
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| Royal Bank of Canada | 94k | $2.6M | -60% | Mar 2026 |
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| Kornitzer Capital Management | 92k | $2.9M | 100% | Mar 2026 |
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| Dockside | 90k | $2.8M | 100% | Mar 2026 |
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| Zurcher Kantonalbank | 88k | $2.7M | 170% | Mar 2026 |
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| Brian McDonald | 85k | $1.6M | -28% | Dec 2025 |
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| Cozad Asset Management | 84k | $2.6M | 100% | Mar 2026 |
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| Collar Capital Management | 82k | $2.6M | 1% | Mar 2026 |
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| Ironwood Investment Management | 80k | $1.5M | 42% | Dec 2025 |
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| SummitTX Capital | 80k | $2.5M | -82% | Mar 2026 |
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| Fifth Third Bancorp | 78k | $2.4M | 6620% | Mar 2026 |
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| Assenagon Asset Management | 78k | $2.4M | 100% | Mar 2026 |
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| Cresset Asset Management | 77k | $2.4M | 56% | Mar 2026 |
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| Massachusetts Financial Services | 76k | $1.4M | -3% | Dec 2025 |
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| Verition Fund Management | 67k | $1.3M | -82% | Dec 2025 |
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| Meeder Asset Management | 65k | $2.0M | -22% | Mar 2026 |
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| Hsbc Holdings | 59k | $1.9M | -71% | Mar 2026 |
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| Graham Capital Management | 56k | $1.8M | -30% | Mar 2026 |
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| Intech Investment Management | 51k | $1.6M | -64% | Mar 2026 |
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| Robeco Investment Management | 50k | $1.6M | -61% | Mar 2026 |
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| Balyasny Asset Management | 40k | $1.2M | -98% | Mar 2026 |
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| Weiss Asset Management LP[1 | 39k | $1.2M | -63% | Mar 2026 |
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| Point72 Asset Management | 34k | $1.0M | -98% | Mar 2026 |
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| Jpmorgan Chase & Co | 24k | $771k | -99% | Mar 2026 |
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| Y-Intercept | 20k | $636k | -92% | Mar 2026 |
|
| Advisor Group Holdings | 12k | $217k | -91% | Dec 2025 |
|
Who sold out of SM Energy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Macquarie Group | Sep 2025 | 3.2M | $79M |
| Frontier Capital Management | Sep 2025 | 797k | $20M |
| Voloridge Investment Management | Dec 2025 | 785k | $15M |
| Arrowstreet Capital, Limited Partnership | Sep 2025 | 773k | $19M |
| Caption Management | Sep 2025 | 307k | $7.7M |
| Connor, Clark & Lunn Investment Management | Dec 2025 | 277k | $5.2M |
| Two Sigma Investments | Dec 2025 | 266k | $5.0M |
| Standard Life Aberdeen | Dec 2025 | 243k | $4.5M |
| Freestone Grove Partners | Dec 2025 | 169k | $3.2M |
| CacheTech | Dec 2025 | 157k | $2.9M |
| SG Americas Securities | Dec 2025 | 150k | $2.8M |
| Adams Wealth Management | Dec 2025 | 136k | $2.5M |
| Woodline Partners | Dec 2025 | 127k | $2.4M |
| Ohio Pers | Sep 2025 | 107k | $2.7M |
| Quest Partners | Dec 2025 | 83k | $1.6M |
| Campbell & Co. Investment Adviser | Dec 2025 | 80k | $1.5M |
| Hudson Bay Capital Management | Dec 2025 | 78k | $1.4M |