Fund shareholders of SM Energy Co
ISIN US78454L1008 · United States · LEI 84BUTVXV5ODI6BXNMH43
- Fund shareholders
- 372
- Of which ETFs
- 99 273 other funds
- Value held
- 3.1B $ 30K SEK
- Share of capital
- 44.8 % of 237.9M shares on Jul 23, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 13,594,325 | 423.9M $ | 0.46 % | 5.72 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 7,825,253 | 181M $ | 0.77 % | 3.29 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 7,574,228 | 236.2M $ | 0.01 % | 3.18 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 6,107,403 | 190.4M $ | 0.26 % | 2.57 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,495,783 | 171.4M $ | 0.10 % | 2.31 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,499,839 | 109.1M $ | 0.18 % | 1.47 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST | 3,227,771 | 100.6M $ | 2.84 % | 1.36 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,527,146 | 78.8M $ | 0.10 % | 1.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 2,466,286 | 76.5M $ | 0.24 % | 1.04 % | as of Apr 30, 2026 ↗ |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 2,438,809 | 56.4M $ | 0.99 % | 1.03 % | as of Feb 27, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 2,210,199 | 68.9M $ | 0.91 % | 0.93 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 2,143,326 | 66.8M $ | 0.54 % | 0.90 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 2,050,304 | 63.9M $ | 0.46 % | 0.86 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,915,946 | 59.5M $ | 0.32 % | 0.81 % | as of Apr 30, 2026 ↗ |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 1,854,403 | 57.5M $ | 0.87 % | 0.78 % | as of Apr 30, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 1,250,799 | 39M $ | 0.40 % | 0.53 % | as of Mar 31, 2026 ↗ |
| VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND | 1,237,624 | 28.6M $ | 0.25 % | 0.52 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,235,635 | 28.6M $ | 0.19 % | 0.52 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,221,621 | 37.9M $ | 0.24 % | 0.51 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 1,185,473 | 37M $ | 0.91 % | 0.50 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,159,984 | 26.8M $ | 0.07 % | 0.49 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,127,367 | 35M $ | 0.26 % | 0.47 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,098,491 | 25.4M $ | 0.12 % | 0.46 % | as of Feb 28, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 1,070,689 | 33.2M $ | 0.44 % | 0.45 % | as of Apr 30, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 1,044,264 | 32.6M $ | 1.14 % | 0.44 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 986,973 | 30.6M $ | 0.16 % | 0.41 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 971,520 | 30.3M $ | 0.02 % | 0.41 % | as of Mar 31, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 971,100 | 30.1M $ | 0.03 % | 0.41 % | as of Apr 30, 2026 ↗ |
| First Trust Natural Gas ETF First Trust Exchange-Traded Fund | 879,149 | 27.4M $ | 3.22 % | 0.37 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 775,715 | 17.9M $ | 0.33 % | 0.33 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 762,790 | 17.6M $ | 0.39 % | 0.32 % | as of Feb 27, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 575,229 | 17.8M $ | 0.13 % | 0.24 % | as of Apr 30, 2026 ↗ |
| Aegis Value Fund Aegis Funds | 550,000 | 17.1M $ | 1.33 % | 0.23 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 546,916 | 17M $ | 0.23 % | 0.23 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 525,153 | 16.3M $ | 0.22 % | 0.22 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 497,871 | 11.5M $ | 0.67 % | 0.21 % | as of Feb 28, 2026 ↗ |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 497,289 | 15.4M $ | 1.57 % | 0.21 % | as of Apr 30, 2026 ↗ |
| GMO Resources Fund GMO TRUST | 497,205 | 11.5M $ | 0.91 % | 0.21 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 480,890 | 11.1M $ | 0.05 % | 0.20 % | as of Feb 28, 2026 ↗ |
| BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V | 468,845 | 14.6M $ | 0.03 % | 0.20 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 421,227 | 9.7M $ | 0.01 % | 0.18 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 405,321 | 12.6M $ | 0.26 % | 0.17 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 388,041 | 9M $ | 0.37 % | 0.16 % | as of Feb 28, 2026 ↗ |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 365,411 | 11.3M $ | 0.13 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 362,071 | 8.4M $ | 0.57 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 360,259 | 8.3M $ | 0.33 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 356,676 | 11.1M $ | 0.27 % | 0.15 % | as of Mar 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 350,648 | 10.9M $ | 0.46 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 345,740 | 10.7M $ | 0.28 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 335,634 | 7.8M $ | 0.01 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 308,646 | 9.6M $ | 0.53 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 300,084 | 9.4M $ | 0.32 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 295,341 | 9.2M $ | 0.23 % | 0.12 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 289,919 | 9M $ | 0.01 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II | 272,100 | 6.3M $ | 6.00 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 265,035 | 8.2M $ | 0.74 % | 0.11 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 263,440 | 6.1M $ | 0.01 % | 0.11 % | as of Feb 28, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 260,779 | 8.1M $ | 0.24 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 231,750 | 7.2M $ | 0.06 % | 0.10 % | as of Apr 30, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 224,826 | 7M $ | 1.42 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST | 214,935 | 6.7M $ | 0.33 % | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Oil & Gas Exploration & Production ETF iShares Trust | 212,604 | 6.6M $ | 1.01 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 206,702 | 6.4M $ | 0.01 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust | 199,146 | 6.2M $ | 2.08 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Goehring & Rozencwajg Resources Fund GOEHRING & ROZENCWAJG INVESTMENT FUNDS | 198,311 | 4.6M $ | 0.43 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 197,159 | 6.1M $ | 1.34 % | 0.08 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 195,684 | 6.1M $ | 0.01 % | 0.08 % | as of Apr 30, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 193,152 | 6M $ | 0.45 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 190,513 | 5.9M $ | 0.33 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 186,311 | 4.3M $ | 0.04 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust | 185,606 | 5.8M $ | 2.15 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 185,228 | 4.3M $ | 1.07 % | 0.08 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 183,850 | 4.3M $ | 0.39 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 183,134 | 4.2M $ | 0.25 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 180,000 | 5.6M $ | 0.06 % | 0.08 % | as of Apr 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 177,920 | 5.5M $ | 0.41 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 173,216 | 5.4M $ | 0.06 % | 0.07 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 165,400 | 5.2M $ | 0.26 % | 0.07 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 163,866 | 5.1M $ | 0.03 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 162,914 | 5.1M $ | 0.46 % | 0.07 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 160,666 | 5M $ | 0.21 % | 0.07 % | as of Mar 31, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 151,083 | 4.7M $ | 0.45 % | 0.06 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 147,469 | 4.6M $ | 0.51 % | 0.06 % | as of Mar 31, 2026 ↗ |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 145,899 | 4.5M $ | 0.34 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 144,600 | 4.5M $ | 0.55 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust | 136,991 | 4.3M $ | 3.18 % | 0.06 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 135,745 | 4.2M $ | 0.27 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 133,932 | 4.2M $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 131,723 | 3M $ | 0.01 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 131,714 | 4.1M $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST | 130,112 | 4M $ | 1.02 % | 0.05 % | as of Apr 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 129,891 | 4.1M $ | 0.35 % | 0.05 % | as of Mar 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 120,732 | 3.8M $ | 0.80 % | 0.05 % | as of Mar 31, 2026 ↗ |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 120,638 | 2.8M $ | 1.39 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 117,823 | 3.7M $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 115,567 | 3.6M $ | 0.26 % | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 114,466 | 2.6M $ | 0.11 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 114,239 | 3.5M $ | 0.49 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 113,929 | 3.6M $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 112,800 | 3.5M $ | 0.41 % | 0.05 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II | 6.00 % | as of Feb 28, 2026 ↗ |
| Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST | 5.21 % | as of Mar 31, 2026 ↗ |
| TEXAS CAPITAL TEXAS OIL INDEX ETF Texas Capital Funds Trust | 5.14 % | as of Mar 31, 2026 ↗ |
| Modern Capital Tactical Income Fund Modern Capital Funds Trust | 4.92 % | as of Mar 31, 2026 ↗ |
| First Trust Natural Gas ETF First Trust Exchange-Traded Fund | 3.22 % | as of Mar 31, 2026 ↗ |
| Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust | 3.18 % | as of Apr 30, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 3.05 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST | 2.84 % | as of Mar 31, 2026 ↗ |
| Global X U.S. Natural Gas ETF GLOBAL X FUNDS | 2.27 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust | 2.15 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 371 | +37 | 106,554,262 | +61.2 % |
| 2026Q1 | 334 | -19 | 66,107,570 | +6.4 % |
| 2025Q4 | 353 | -11 | 62,152,181 | -1.7 % |
| 2025Q3 | 364 | -25 | 63,239,482 | -3.1 % |
| 2025Q2 | 389 | -17 | 65,295,115 | -4.5 % |
| 2025Q1 | 406 | -19 | 68,386,762 | +4.6 % |
| 2024Q4 | 425 | -4 | 65,362,349 | -0.3 % |
| 2024Q3 | 429 | +18 | 65,573,368 | -7.7 % |
| 2024Q2 | 411 | +8 | 71,067,406 | +8.3 % |
| 2024Q1 | 403 | +10 | 65,627,298 | +4.4 % |
| 2023Q4 | 393 | 62,841,633 |
Institutional managers
501 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 38,431,787 | 1.2B $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 14,493,791 | 451.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 12,495,962 | 389.6M $ | as of Mar 31, 2026 |
| ARISTEIA CAPITAL, L.L.C. | 10,841,846 | 338M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 9,995,353 | 311.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 8,923,624 | 278.2M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 7,208,899 | 224.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,698,553 | 177.7M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 5,032,906 | 156.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,051,222 | 130.2M $ | as of Mar 31, 2026 |
| FMR LLC | 4,018,416 | 125.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,511,681 | 109.5M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,942,244 | 91.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,899,774 | 90.4M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,749,950 | 85.7M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 2,676,731 | 83.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,654,611 | 82.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,408,516 | 75.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,360,486 | 73.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,079,848 | 64.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,417,686 | 44.2M $ | as of Mar 31, 2026 |
| FEARNLEY ASSET MANAGEMENT AS | 1,389,562 | 43.3M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,290,485 | 40.2M $ | as of Mar 31, 2026 |
| Webs Creek Capital Management LP | 1,285,300 | 40.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,261,194 | 39.3M $ | as of Mar 31, 2026 |
Declared shareholders of SM Energy Co
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.44 % | 15,373,794 | as of Mar 31, 2026 · SCHEDULE 13G |
| CPPIB Crestone Peak Resources Canada Inc. and 1 other | 6.10 % | 14,493,791 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.13 % | 12,239,916 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of SM Energy Co
463 funds declare 1,375 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of SM Energy Co". https://titelia.com/en/stocks/sm-energy-co-US78454L1008