SM — SM Energy CoToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
2
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
09-09
2022-09-09
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
1
13F holders
474
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 2Institutional 474

Congress · disclosure timeline

By trade date · 24 months · 0 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

No dated SM rows fall inside the trailing 24 months by trade date.

Members active in SM

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).

No member disclosed SM in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 2 rows ↗
Latest congressional filings mentioning SM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-09-09Chris Jacobs R–NY-27SELLTraded 07-18 LATE·53d$1K–$15K
2022-05-19Chris Jacobs R–NY-27BUYTraded 04-11 +38d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of SM for quarter 2026-03-31, 1–25 of 474 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$1.2B1
derived ·§ EDGAR ↗
2VANGUARD PORTFOLIO MANAGEMENT LLC$475M1
derived ·§ EDGAR ↗
3CANADA PENSION PLAN INVESTMENT BOARD$452M1
derived ·§ EDGAR ↗
4STATE STREET CORP$390M1
derived ·§ EDGAR ↗
5ARISTEIA CAPITAL, L.L.C.$338M1
derived ·§ EDGAR ↗
6VANGUARD CAPITAL MANAGEMENT LLC$329M1
derived ·§ EDGAR ↗
7DIMENSIONAL FUND ADVISORS LP$312M1
derived ·§ EDGAR ↗
8AMERICAN CENTURY COMPANIES INC$278M1
derived ·§ EDGAR ↗
9DONALD SMITH & CO., INC.$225M1
derived ·§ EDGAR ↗
10GEODE CAPITAL MANAGEMENT, LLC$178M1
derived ·§ EDGAR ↗
11MILLENNIUM MANAGEMENT LLC$157M1
derived ·§ EDGAR ↗
12FMR LLC$125M1
derived ·§ EDGAR ↗
13MORGAN STANLEY$109M1
derived ·§ EDGAR ↗
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$91.7M1
derived ·§ EDGAR ↗
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90.4M1
derived ·§ EDGAR ↗
16WELLINGTON MANAGEMENT GROUP LLP$85.7M1
derived ·§ EDGAR ↗
17MACKENZIE FINANCIAL CORP$83.5M1
derived ·§ EDGAR ↗
18NORTHERN TRUST CORP$82.8M1
derived ·§ EDGAR ↗
19Nuveen, LLC$73.6M1
derived ·§ EDGAR ↗
20UBS Group AG$64.8M1
derived ·§ EDGAR ↗
21VANGUARD FIDUCIARY TRUST CO$46.3M1
derived ·§ EDGAR ↗
22Bank of New York Mellon Corp$44.2M1
derived ·§ EDGAR ↗
23FEARNLEY ASSET MANAGEMENT AS$43.3M1
derived ·§ EDGAR ↗
24FIRST TRUST ADVISORS LP$40.2M1
derived ·§ EDGAR ↗
25Webs Creek Capital Management LP$40.1M1
derived ·§ EDGAR ↗
Show all 474 holders
Truncated by Public Filings. All 422 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · SM

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · SM ENERGY COMPANY

Merged timeline of congressional filings and notable-manager moves on SM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+1,217,544 sh
2026-05-15Tudor Investment Corp 13FTRIM−82,008 sh
2026-05-15Bridgewater Associates 13FEXIT−47,514 sh
2026-05-14Caxton Associates 13FADD+16,611 sh

4 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.