Companies / SM Energy Co / Institutional holders

SM Energy Co

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
GF FUND MANAGEMENT CO. LTD.	$1.35M	51,825	0.02%
Tanglewood Legacy Advisors, LLC	$1.39M	74,323	0.03%
Dana Investment Advisors, Inc.	$1.40M	74,968	0.03%
Massachusetts Financial Services Company	$1.43M	76,367	0.03%
Hudson Bay Capital Management LP	$1.45M	77,520	0.03%
State of Tennessee, Department of Treasury	$1.48M	75,969	0.03%
Campbell & CO Investment Adviser LLC	$1.49M	79,458	0.03%
MERCER GLOBAL ADVISORS INC /ADV	$1.52M	81,217	0.03%
Collar Capital Management, LLC	$1.52M	81,529	0.03%
AlphaQuest LLC	$1.56M	83,220	0.03%
NISA INVESTMENT ADVISORS, LLC	$1.56M	82,587	0.03%
Boston Partners	$1.56M	50,179	0.02%
INTECH INVESTMENT MANAGEMENT LLC	$1.58M	50,561	0.02%
Franklin Resources, Inc.	$1.59M	84,837	0.04%
COMERICA BANK	$1.59M	85,184	0.04%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.61M	51,795	0.02%
FIRST NATIONAL BANK OF OMAHA	$1.66M	67,312	0.03%
GUGGENHEIM CAPITAL LLC	$1.67M	53,451	0.02%
S&T BANK/PA	$1.67M	53,464	0.02%
BNP PARIBAS FINANCIAL MARKETS	$1.72M	55,076	0.02%
Arizona State Retirement System	$1.73M	66,152	0.03%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.75M	55,976	0.02%
Graham Capital Management, L.P.	$1.76M	56,292	0.02%
NFJ INVESTMENT GROUP, LLC	$1.81M	96,937	0.04%
DANSKE BANK A/S	$1.83M	47,114	0.02%
CONGRESS ASSET MANAGEMENT CO	$1.85M	98,924	0.04%
Lazard Asset Management LLC	$1.93M	61,795	0.03%
Quadrature Capital Ltd	$1.97M	75,532	0.03%
Mariner, LLC	$2.04M	65,387	0.03%
Mitsubishi UFJ Trust & Banking Corp	$2.14M	114,609	0.05%
Advisors Asset Management, Inc.	$2.17M	69,525	0.03%
Holocene Advisors, LP	$2.18M	116,638	0.05%
Empyrean Capital Partners, LP	$2.31M	74,000	0.03%
FMR LLC	$2.32M	124,165	0.05%
Empowered Funds, LLC	$2.36M	125,993	0.05%
Woodline Partners LP	$2.37M	126,475	0.05%
CSS LLC/IL	$2.40M	77,007	0.03%
EVOKE WEALTH, LLC	$2.47M	130,844	0.06%
MOODY ALDRICH PARTNERS LLC	$2.48M	132,709	0.06%
LPL Financial LLC	$2.52M	96,510	0.04%
Adams Wealth Management	$2.53M	135,534	0.06%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.56M	136,774	0.06%
Zurcher Kantonalbank (Zurich Cantonalbank)	$2.73M	87,703	0.04%
Wellington Management Group LLP	$2.74M	146,315	0.06%
PEREGRINE CAPITAL MANAGEMENT LLC	$2.90M	155,322	0.07%
CacheTech Inc.	$2.93M	156,553	0.07%
Royal Bank of Canada	$2.94M	94,115	0.04%
IRONWOOD INVESTMENT MANAGEMENT LLC	$2.97M	95,390	0.04%
HITE Hedge Asset Management LLC	$3.12M	166,923	0.07%
Creative Planning	$3.12M	167,010	0.07%