# SM ENERGY COMPANY COM

SM ENERGY COMPANY COM is a security (CUSIP 78454L100) tracked across SEC portfolio filings. 531 institutional managers reported $6.4B on Form 13F as of 2026-06-30; 35 registered fund positions totaling $220.5M via N-PORT as of 2026-05-31.

## Summary

- Issuer: SM ENERGY COMPANY
- Class: COM
- CUSIP: 78454L100
- Asset category: EC
- 13F holders: 531
- 13F value: $6.4B
- 13F period: 2026-06-30
- N-PORT fund positions: 35
- N-PORT value: $220.5M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 531 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $1.2B | 38,431,787 |
| CANADA PENSION PLAN INVESTMENT BOARD | Toronto Ontario, A6 | $451.9M | 14,493,791 |
| STATE STREET CORP | BOSTON, MA | $389.6M | 12,495,962 |
| ARISTEIA CAPITAL LLC | GREENWICH, CT | $338.0M | 10,841,846 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $311.7M | 9,995,353 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $278.2M | 8,923,624 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $252.8M | 13,520,158 |
| [DONALD SMITH & CO., INC.](https://search.stillhousedata.com/firm/104947) | NEW YORK, NY | $224.8M | 7,208,899 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $177.7M | 5,698,553 |
| MILLENNIUM MANAGEMENT LLC | NEW YORK, NY | $156.9M | 5,032,906 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $130.2M | 4,051,222 |
| FMR LLC | BOSTON, MA | $125.3M | 4,018,416 |
| MORGAN STANLEY | NEW YORK, NY | $109.5M | 3,511,681 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | PHILADELPHIA, PA | $91.7M | 2,942,244 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $90.4M | 2,899,774 |

## Top fund holders (N-PORT)

_Showing 15 of 35 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $78.8M | 9.67% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $39.3M | 22.44% |
| [Aegis Value Fund](https://search.stillhousedata.com/fund/S000043790) | Aegis Funds | $17.1M | 132.57% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $16.3M | 21.81% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $12.6M | 26.20% |
| [Goehring & Rozencwajg Resources Fund](https://search.stillhousedata.com/fund/S000055275) | GOEHRING & ROZENCWAJG INVESTMENT FUNDS | $6.2M | 57.76% |
| [BlackRock Global Allocation Fund, Inc.](https://search.stillhousedata.com/fund/S000002245) | BlackRock Global Allocation Fund, Inc. | $5.1M | 2.95% |
| [HARTFORD SMALL CAP GROWTH HLS FUND](https://search.stillhousedata.com/fund/S000004108) | HARTFORD HLS SERIES FUND II INC | $4.9M | 63.39% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $4.2M | 0.71% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $3.6M | 1.17% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $3.5M | 41.32% |
| [Modern Capital Tactical Income Fund](https://search.stillhousedata.com/fund/S000069477) | Modern Capital Funds Trust | $3.5M | 491.74% |
| [NORTH SQUARE SMALL CAP VALUE FUND](https://search.stillhousedata.com/fund/S000091143) | Valued Advisers Trust | $3.2M | 154.26% |
| [Royce Capital Fund - Small-Cap Portfolio](https://search.stillhousedata.com/fund/S000009497) | ROYCE CAPITAL FUND | $3.2M | 184.42% |
| Weiss Strategic Interval Fund | Weiss Strategic Interval Fund | $2.9M | 56.62% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/78454L100.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.