SM Energy Company

Historical 13F Holders

Symbol
SM
CUSIP
78454L100
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 78454L100 since 12/18/2024, newest first.

Filer % of Class Filed
Aristeia Capital, L.L.C. 13G 5.5% 8/14/2026
Event 6/30/2026
State Street Corp 13G 4.9% 8/7/2026
Event 6/30/2026
Canada Pension Plan Investment Board 13G/A Amendment 1
6.1% 5/15/2026
Event 3/31/2026
Canada Pension Plan Investment Board 13G
6.1% 5/15/2026
Event 3/31/2026
Vanguard Capital Management LLC 13G 5.1% 4/30/2026
Event 3/31/2026
Vanguard Portfolio Management LLC 13G 6.4% 4/29/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 15 0% 3/27/2026
Event 3/13/2026
BlackRock, Inc. 13G/A Amendment 22 14.0% 3/4/2026
Event 2/28/2026
BlackRock, Inc. 13G/A Amendment 21 9.5% 2/6/2026
Event 1/31/2026
Dimensional Fund Advisors LP 13G/A Amendment 1 4.9% 1/21/2026
Event 12/31/2025
Vanguard Group Inc 13G/A Amendment 14 12.1% 10/31/2025
Event 9/30/2025
BlackRock, Inc. 13G/A Amendment 20 14.5% 7/18/2025
Event 6/30/2025
Vanguard Group Inc 13G/A Amendment 13 13.3% 4/30/2025
Event 3/31/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 33 514 k $17.3 M
2026 Q2 528 237 M $6.29 B
2026 Q1 545 227 M $7.08 B
2025 Q4 368 113 M $2.11 B
2025 Q3 413 121 M $3.01 B
2025 Q2 409 115 M $2.84 B
2025 Q1 441 116 M $3.48 B
2024 Q4 462 116 M $4.50 B
2024 Q3 450 121 M $4.83 B
2024 Q2 452 119 M $5.15 B
2024 Q1 422 122 M $6.06 B
2023 Q4 399 116 M $4.50 B
2023 Q3 397 106 M $4.22 B
2023 Q2 333 109 M $3.44 B
2023 Q1 318 108 M $3.04 B
2022 Q4 362 119 M $4.13 B
2022 Q3 338 110 M $4.14 B
2022 Q2 338 111 M $3.71 B
2022 Q1 327 105 M $4.08 B
2021 Q4 284 104 M $3.07 B
2021 Q3 253 104 M $2.74 B
2021 Q2 243 103 M $2.53 B
2021 Q1 198 99.2 M $1.62 B
2020 Q4 205 88.9 M $544 M
2020 Q3 184 79.0 M $126 M
2020 Q2 199 101 M $376 M
2020 Q1 191 111 M $136 M
2019 Q4 246 114 M $1.28 B
2019 Q3 238 115 M $1.11 B
2019 Q2 263 125 M $1.69 B
2019 Q1 277 114 M $1.99 B
2018 Q4 263 124 M $1.93 B
2018 Q3 302 123 M $3.88 B
2018 Q2 303 131 M $3.36 B
2018 Q1 276 135 M $2.43 B
2017 Q4 288 129 M $2.85 B
2017 Q3 275 118 M $2.10 B
2017 Q2 292 109 M $1.80 B
2017 Q1 306 110 M $2.65 B
2016 Q4 342 99.9 M $3.46 B
2016 Q3 296 86.8 M $3.36 B
2016 Q2 260 74.4 M $2.02 B
2016 Q1 247 83.4 M $1.58 B
2015 Q4 275 88.0 M $1.74 B
2015 Q3 300 74.8 M $2.41 B
2015 Q2 315 68.6 M $3.17 B
2015 Q1 329 63.3 M $3.29 B
2014 Q4 312 64.1 M $2.48 B
2014 Q3 339 64.2 M $5.00 B
2014 Q2 342 66.0 M $5.54 B
2014 Q1 331 60.0 M $4.28 B