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SM Energy Co

Institutional holders · 13F as of Mar 31, 2026

388 holders

HolderValueShares% of shares
State of Alaska, Department of Revenue$5.9K189,6430.08%
Tieton Capital Management, LLC$5.9K189,2630.08%
CANADA LIFE ASSURANCE Co$5.8K186,5840.08%
SageView Advisory Group, LLC$5.5K2920.00%
CVA Family Office, LLC$5.3K2040.00%
WHITTIER TRUST CO$5.3K1740.00%
EverSource Wealth Advisors, LLC$4.9K2610.00%
Park Square Financial Group, LLC$4.7K1210.00%
Larson Financial Group LLC$4.5K2410.00%
BROWN BROTHERS HARRIMAN & CO$4.3K2290.00%
CSM Advisors, LLC$4.1K220,5040.09%
Crewe Advisors LLC$4.1K2170.00%
CHILTON CAPITAL MANAGEMENT LLC$3.9K1240.00%
PRIVATE TRUST CO NA$3.9K1240.00%
Aster Capital Management (DIFC) Ltd$3.8K2010.00%
Steward Partners Investment Advisory, LLC$3.8K2010.00%
DV EQUITIES, LLC$3.7K2000.00%
NewEdge Advisors, LLC$3.5K1890.00%
FARMERS & MERCHANTS INVESTMENTS INC$3.3K1050.00%
Vermillion & White Wealth Management Group, LLC$3.2K1730.00%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.8K149,0370.06%
THRIVENT FINANCIAL FOR LUTHERANS$2.2K119,0930.05%
T. Rowe Price Associates, Inc.$2.2K117,2440.05%
Parallel Advisors, LLC$2.2K1160.00%
ROTHSCHILD INVESTMENT LLC$2.1K1110.00%
Godfrey Financial Associates, Inc.$2.0K1050.00%
Manchester Capital Management LLC$1.9K620.00%
SG Americas Securities, LLC$1.9K73,5130.03%
NATIXIS ADVISORS, LLC$1.9K60,4620.03%
Rialto Wealth Management, LLC$1.9K990.00%
Kilter Group LLC$1.4K750.00%
AdvisorNet Financial, Inc$1.1K580.00%
Sound Income Strategies, LLC$958530.00%
Private Wealth Management Group, LLC$954510.00%
Addison Advisors LLC$935500.00%
Summit Global Investments$86846,4170.02%
USA FINANCIAL FORMULAS$785420.00%
Root Financial Partners, LLC$767410.00%
Archer Investment Corp$748400.00%
Parkside Financial Bank & Trust$711380.00%
AMALGAMATED BANK$62433,3750.01%
True Wealth Design, LLC$620330.00%
Solstein Capital, LLC$617330.00%
Vermillion Wealth Management, Inc.$585310.00%
Janney Montgomery Scott LLC$58318,7060.01%
JFS WEALTH ADVISORS, LLC$567300.00%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$54829,2760.01%
Picton Mahoney Asset Management$542290.00%
Prestige Wealth Management Group LLC$510170.00%
Physician Wealth Advisors, Inc.$487260.00%
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