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SM

SM

SM Energy Company• Energy

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
160
Partial Q3 2026
Total 13F value
$333.1M
Filed positions so far
New positions
28
This quarter
Sold positions
17
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Mackenzie Financial Corp

$129.6M3.84M0.14%+4.4%

Principal Financial Group Inc

$38.4M1.14M0.02%+3.3%

Creative Planning

$23.1M683.1K0.01%+23.9%

Pekin Hardy Strauss, Inc.

$13.9M410.3K1.22%-15.4%

Leeward Investments, Llc - Ma

$12.7M376.2K0.64%-9.7%

Bi Asset Management Fondsmaeglerselskab A/S

$10.1M297.8K0.08%+11327.8%

Moody Aldrich Partners Llc

$7.7M229.1K1.48%+43.5%

New York State Teachers Retirement System

$7.7M228.5K0.01%-0.5%

Congress Asset Management Co

$4.7M137.8K0.03%+21.5%

Vontobel Holding Ltd.

$4.3M127.0K0.02%Unchanged

J. Safra Sarasin Holding Ag

$4.1M122.1K0.06%+49.0%

State Of Alaska, Department Of Revenue

$3.8M112.8K0.02%-22.3%

Nisa Investment Advisors, Llc

$3.8M111.0K0.01%-6.4%

Y-Intercept (Hong Kong) Ltd

$3.6M107.6K0.08%-7.3%

Virginia Retirement Systems Et Al

$3.5M102.3K0.02%-9.9%

Louisiana State Employees Retirement System

$3.4M101.3K0.05%+1.0%

Collar Capital Management, Llc

$2.7M80.7K1.63%+1.3%

Wedge Capital Management L L P/Nc

$2.6M76.5K0.05%-22.7%

Oliver Luxxe Assets Llc

$2.3M67.8K0.36%-0.3%

Yousif Capital Management, Llc

$2.2M65.7K0.03%-1.0%

Hussman Strategic Advisors, Inc.

$2.1M63.0K0.45%-40.0%

Amalgamated Bank

$2.1M61.8K0.01%+0.3%

Strs Ohio

$2M60.2K0.01%+136.1%

Wealth Enhancement Advisory Services, Llc

$1.8M54.3K0.00%+20.8%

Oregon Public Employees Retirement Fund

$1.8M53.4K0.02%+3.5%

Vestgen Advisors, Llc

$1.6M47.7K0.05%New Position

Sendero Wealth Management, Llc

$1.6M47.2K0.16%+2.7%

Caitong International Asset Management Co., Ltd

$1.4M41.4K0.13%-7.3%

Gf Fund Management Co. Ltd.

$1.3M39.0K0.02%-24.8%

Saxon Interests, Inc.

$1.3M38.3K0.45%+12.0%

Dekabank Deutsche Girozentrale

$1.3M37.7K0.00%+557.8%

Smh Capital Advisors Inc

$1.3M37.4K4.78%Added

Unison Advisors Llc

$1.2M36.9K0.09%+0.8%

Waldron Private Wealth Llc

$1.2M36.4K0.04%Unchanged

Vise Technologies, Inc.

$1.2M36.3K0.01%-3.3%

Catalyst Capital Advisors Llc

$1.1M33.8K0.02%Unchanged

Inspire Investing, Llc

$1.1M33.5K0.05%+28.8%

Proshare Advisors Llc

$1.1M33.4K0.00%-3.5%

Bailard, Inc.

$1.1M31.8K0.02%+165.0%

Choreo, Llc

$924K27.4K0.01%+6.2%

Mutual Of America Capital Management Llc

$917K27.1K0.01%+4.0%

State Of Wyoming

$797K23.6K0.06%-14.8%

Rwc Asset Management Llp

$627K18.6K0.02%+104.2%

Signaturefd, Llc

$625K18.5K0.01%+13.6%

Ifp Advisors, Inc

$593K17.6K0.01%-2.5%

Exchange Traded Concepts, Llc

$593K17.6K0.00%+166.3%

Cambridge Investment Research Advisors, Inc.

$589K17.4K0.00%-8.5%

Quad-Cities Investment Group, Llc

$574K17.0K0.21%+23.3%

Moody National Bank Trust Division

$554K16.4K0.05%Unchanged

Investment Advisory Services Inc /Tx /Adv

$521K15.4K0.15%Unchanged

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