SM

SM ENERGY CO
USCUSIP 78454L100
Institutional Owners
185
+78 QoQ
13F Value Held
$2.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)83 adding · 16 trimming
Insider net (180d)+$0
Price history not yet available for SM.

Top institutional holders

185 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD PORTFOLIO MANAGEMENT LLC
$475.0M
15.23MNewQ1 2026
2STATE STREET CORP
$389.6M
12.50MAddedQ1 2026
3ARISTEIA CAPITAL, L.L.C.
$338.0M
10.84MAddedQ1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$328.6M
10.54MNewQ1 2026
5DONALD SMITH & CO., INC.
$224.8M
7.21MNewQ1 2026
6VANGUARD FIDUCIARY TRUST CO
$46.3M
1.49MNewQ1 2026
7Gotham Asset Management, LLC
$38.3M
1.23MAddedQ1 2026
8PALISADE CAPITAL MANAGEMENT, LP
$30.3M
972.3KReducedQ1 2026
9PUBLIC SECTOR PENSION INVESTMENT BOARD
$25.3M
809.8KAddedQ1 2026
10Grantham, Mayo, Van Otterloo & Co. LLC
$22.4M
716.9KNewQ1 2026
11Lighthouse Investment Partners, LLC
$21.8M
700.0KAddedQ1 2026
12Encompass Capital Advisors LLC
$21.8M
697.8KNewQ1 2026
13PANAGORA ASSET MANAGEMENT INC
$19.5M
625.6KAddedQ1 2026
14WHITEBOX ADVISORS LLC
$18.8M
602.3KNewQ1 2026
15Alyeska Investment Group, L.P.
$17.0M
545.4KReducedQ1 2026
16Universal- Beteiligungs- und Servicegesellschaft mbH
$16.7M
535.5KAddedQ1 2026
17Zimmer Partners, LP
$16.6M
532.5KNewQ1 2026
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$15.7M
504.9KReducedQ1 2026
19Goehring & Rozencwajg Associates, LLC
$15.2M
487.7KNewQ1 2026
20TUDOR INVESTMENT CORP ET AL
$15.1M
484.0KAddedQ1 2026
21Steward Partners Investment Advisory, LLC
$14.3M
457.3KAddedQ1 2026
22CAPITAL FUND MANAGEMENT S.A.
$13.3M
426.6KAddedQ1 2026
23Leeward Investments, LLC - MA
$13.3M
426.5KNewQ1 2026
24ELLIOTT MANAGEMENT CORP
$9.1M
460.6KHeldQ4 2015
25Rafferty Asset Management, LLC
$8.5M
272.2KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
42
funds
Added
41
funds
Reduced
16
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

177 funds+174 since Q2 2022
089177Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $1.8B

Funds that own SM also own

CompanyCo-held byCombined value
Microsoft Corp.MSFT162 funds$171.4B
GOOGLE INCGOOGL159 funds$103.0B
Nvidia Corp. (US)NVDA158 funds$253.8B
Broadcom LtdAVGO158 funds$88.4B
Amazon.com IncAMZN157 funds$126.1B
Lilly Eli and CoLLY157 funds$48.5B
Meta Platforms Inc Class AMETA156 funds$78.0B
Chevron Corp.CVX156 funds$39.6B
Citigroup Inc. (US)C156 funds$14.3B
Servicenow Inc ComNOW156 funds$9.0B
Jpmorgan Chase & Co - USJPM155 funds$55.0B
Mastercard IncorporatedMA155 funds$29.3B

Ranked by how many of SM's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.