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SM in the 13F filings

SM Energy Co · CUSIP 78454L100

Sector · EnergyTheme · Energy and power infrastructure· L3VLUP-definedTheme · Oil and gas
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 4 listed it in both
Shares listed
18,535,027
combined, among listed positions
Reported value
$573m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,893,139.

Managers listing SM in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Millennium Management LLC5,032,906$157m0.07%Added+2,197,18815 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,018,416$125munder 0.1%Added+3,894,25115 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,749,950$86munder 0.1%Added+2,603,63515 May 2026 (the filing on sec.gov)
Invesco Ltd1,136,724$35munder 0.1%Added+374,33512 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,078,990$34munder 0.1%Added+589,91715 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC909,599$28munder 0.1%Added+898,84215 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP626,124$20munder 0.1%Added+371,40115 May 2026 (the filing on sec.gov)
Tudor Investment Corp484,049$15munder 0.1%Trimmed-82,00815 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc280,816$8.8munder 0.1%Added+163,57215 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP256,050$8.0m0.06%Newnew14 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP247,820$7.7munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
AllianceBernstein LP406,663$7.6munder 0.1%Added+279,10615 May 2026 (the filing on sec.gov)
Caxton Associates LLP208,662$6.5m0.15%Added+16,61114 May 2026 (the filing on sec.gov)
Man Group PLC202,163$6.3munder 0.1%Added+187,85815 May 2026 (the filing on sec.gov)
Holocene Advisors LP191,323$6.0munder 0.1%Added+74,68515 May 2026 (the filing on sec.gov)
Marshall Wace LLP160,747$5.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
MFS Investment Management137,155$4.3munder 0.1%Added+60,78814 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd124,445$3.9munder 0.1%Added+79,08318 May 2026 (the filing on sec.gov)
Walleye Capital LLC72,411$2.3munder 0.1%Trimmed-226,06513 May 2026 (the filing on sec.gov)
Quantbot Technologies LP57,711$1.8m0.07%Newnew13 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC39,574$1.2munder 0.1%Trimmed-1,743,79215 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC36,108$1.1munder 0.1%Newnew27 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC26,399$823kunder 0.1%Trimmed-313,60115 May 2026 (the filing on sec.gov)
Winton Group Ltd19,000$592kunder 0.1%Trimmed-52,65512 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC13,971$436kunder 0.1%Trimmed-19,77815 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (11)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$954mn.a.n.a.
Q3 20139$1.2bnn.a.n.a.
Q4 201310$1.3bnn.a.n.a.
Q1 201411$868mn.a.n.a.
Q2 20149$1.1bnn.a.n.a.
Q3 201410$986mn.a.n.a.
Q4 20149$313mn.a.n.a.
Q1 20159$455mn.a.n.a.
Q2 20159$556mn.a.n.a.
Q3 20156$370mn.a.n.a.
Q4 20156$278mn.a.n.a.
Q1 20166$196mn.a.n.a.
Q2 20166$282mn.a.n.a.
Q3 201613$989mn.a.n.a.
Q4 201611$942mn.a.n.a.
Q1 20179$485mn.a.n.a.
Q2 20174$273mn.a.n.a.
Q3 20175$352mn.a.n.a.
Q4 20175$491mn.a.n.a.
Q1 20186$443mn.a.n.a.
Q2 20185$508mn.a.n.a.
Q3 20187$778mn.a.n.a.
Q4 20184$373mn.a.n.a.
Q1 20199$357mn.a.n.a.
Q2 20194$228mn.a.n.a.
Q3 20196$86mn.a.n.a.
Q4 20194$89mn.a.n.a.
Q1 20202$6.5mn.a.n.a.
Q2 20201$12mn.a.n.a.
Q1 20215$67mn.a.n.a.
Q2 20216$147mn.a.n.a.
Q3 20218$204mn.a.n.a.
Q4 20217$199mn.a.n.a.
Q1 20228$206mn.a.n.a.
Q2 202210$279mn.a.n.a.
Q3 202210$258mn.a.n.a.
Q4 20229$217mn.a.n.a.
Q1 20238$154mn.a.n.a.
Q2 202310$199mn.a.n.a.
Q3 202310$199mn.a.n.a.
Q4 20235$78m33
Q1 20246$194m42
Q2 20249$198m71
Q3 20249$160m46
Q4 20247$72m35
Q1 20256$47m51
Q2 20259$82m90
Q3 20259$160m63
Q4 20257$59m1721
Q1 20265$179m1919
Q2 20264$157m1417

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SM and GEV →SM and XOM →SM and CVX →Choose a stock to compare with SM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SM, latest filings →Back to the 13F Explorer →