SM Energy Co

-

Stock Issuer and Owners

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
SM Energy Co
TickerSM
CIK #0000893538
CUSIP78454L100
SectorEnergy & Transportation - Crude Petroleum & Natural Gas
Address1775 Sherman Street Suite 1200, Denver, CO 80203
Source [EDGAR]
CIK Filing 2011 - 2025
[0000893538] 10-K
[0000893538] 10-Q
[0000893538] 3
[0000893538] 4
[0000893538] 5
[0000893538] 8-K
[0000893538] SC 13D
[0000893538] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Dimensional Fund Advisors LP SM Energy Co [2024-10-31] 5.7
Maple Rock Capital Partners Inc SM Energy Co [2021-02-16] 7.78
State Street Corp SM Energy Co [2021-02-10] 5.47
State Street Corp SM Energy Co [2020-02-14] 7.07
Encap Energy Capital Fund IX LP SM Energy Co [2019-10-30] 5.3
Key Group Holdings Cayman Ltd SM Energy Co [2019-02-13] 5.3
State Street Corp SM Energy Co [2019-02-13] 5.1
Dimensional Fund Advisors LP SM Energy Co [2018-02-09] 5.88
Integrated Core Strategies US LLC SM Energy Co [2017-10-03] 3.1
Encap Energy Capital Fund IX LP SM Energy Co [2016-12-21] 0.3
Integrated Core Strategies US LLC SM Energy Co [2016-10-25] 3.0
Key Group Holdings Cayman Ltd SM Energy Co [2016-02-16] 5.9
Causeway Capital Management LLC SM Energy Co [2016-02-16] 5.64
Capital Research Global Investors SM Energy Co [2016-02-16] 9.9
FMR LLC SM Energy Co [2015-09-10] 0.0
Artisan Partners Limited Partnership SM Energy Co [2015-01-30] 6.3
Vanguard Group Inc SM Energy Co [2014-02-11] 5.75
SAC Capital Advisors LP SM Energy Co [2013-03-13] 4.2
Form 3/4/5 Filer 2011 - 2025
SM Energy Co
Vogel Herbert S
McKenna Blake Douglas
McDonald Elizabeth Anne
Lebeck James Barker
Jenkins Richard A.
Bennett Alan D
Pursell A Wade
Lytle Patrick A
Knott Kenneth J.
Sullivan William D
Brookman Barton R Jr
Peru Ramiro G
Bailo Carla Jean
Venkatraman Ashwin
Robeson Rose M
Quintana Julio M
Powers Anita M.
Lutey Mary Ellen
Gray Julie
Brand Stephen R
Copeland David W
Whitcomb David J.
Newton Lehman E III
Ottoson Javan D
Leiker Loren M
Bickle Larry W
Solomon Mark T
Mueller Mark D
Leyendecker Gregory T
Gardiner William J
Seidl John M
Best Anthony James
Zubieta Dennis A.
Baumann Barbara M
Veatch Paul M
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 19,362,871 19,902,380
Vanguard Group Inc [2025-06-30] SOLE 0 14,538,162
State Street Corp [2025-06-30] DFND 5,507,187 5,736,438
Dimensional Fund Advisors LP [2025-06-30] SOLE 5,548,561 5,642,279
American Century Companies Inc [2025-06-30] DFND 4,209,870 4,209,870
Westwood Holdings Group Inc [2025-06-30] DFND 3,725,581 3,731,350
Macquarie Group Ltd [2025-06-30] SOLE 3,342,634 3,433,901
JPMorgan Chase & Co [2025-06-30] DFND 3,159,160 3,374,092
Geode Capital Management LLC [2025-06-30] DFND 2,710,106 2,710,106
Invesco Ltd. [2025-06-30] DFND 0 2,289,314
River Road Asset Management LLC [2025-06-30] SOLE 1,512,552 1,738,150
Citadel Advisors LLC [2025-06-30] DFND 1,657,704 1,657,704
Morgan Stanley [2025-06-30] DFND 1,413,680 1,545,023
First Trust Advisors LP [2025-06-30] SOLE 1,311,420 1,311,420
Charles Schwab Investment Management Inc [2025-06-30] SOLE 1,288,702 1,288,783
Northern Trust Corp [2025-06-30] DFND 1,250,314 1,254,006
Palisade Capital Management LP [2025-06-30] SOLE 721,686 1,181,890
Bank of America Corp /DE/ [2025-06-30] DFND 26,706 1,144,052
Millennium Management LLC [2025-06-30] SOLE 1,088,236 1,088,236
Arrowstreet Capital Limited Partnership [2025-06-30] DFND 1,038,137 1,082,414
Bank of New York Mellon Corp [2025-06-30] DFND 966,453 1,078,642
Balyasny Asset Management LP [2025-06-30] SOLE 1,018,960 1,018,960
Congress Asset Management Co [2025-06-30] SOLE 966,077 1,011,071
Nuveen, LLC [2025-06-30] DFND 881,740 883,186
Fisher Asset Management LLC [2025-06-30] DFND 661,301 861,301
Voloridge Investment Management LLC [2025-06-30] SOLE 817,070 817,070
Woodline Partners LP [2025-06-30] SOLE 812,696 812,696
Jane Street Group LLC [2025-06-30] DFND 783,462 799,562
Frontier Capital Management Co LLC [2025-06-30] SOLE 507,546 765,825
Goldman Sachs Group Inc [2025-06-30] DFND 734,520 737,219
Prev | Page 1 | Next
Terms | Privacy | Guide
tony@aum13f.com