Who Owns SM Energy Co
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SM Energy Co.
Who crossed 5% of SM →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| CONGRESS ASSET MANAGEMENT COCOM137.8K shadded | $4.7M |
| MOODY NATIONAL BANK TRUST DIVISIONCOM16.4K shheld | $554.5K |
| Investors Research CorpCOM15.2K shtrimmed | $513.5K |
| GAMMA Investing LLCCommon Stock12K shadded | $405.3K |
| Post Resch Tallon Group Inc.COM8K shtrimmed | $270.2K |
| Paragon Capital Management LtdCOM7K sh— | $236.9K |
| Farther Finance Advisors, LLCStock3.4K shtrimmed | $113.6K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.8K shadded | $59.4K |
| CoreCap Advisors, LLCStock974 shadded | $32.9K |
| AMERICAN NATIONAL BANK & TRUSTCOM953 shtrimmed | $32.2K |
| EASTERN BANKCOM719 shheld | $24.3K |
| GK Wealth Management LLCCOM663 sh— | $22.4K |
| ELEVATION WEALTH PARTNERS, LLCCOM316 shheld | $10.7K |
| Byrne Asset Management LLCCOM150 shtrimmed | $5.3K |
| GILPIN WEALTH MANAGEMENT, LLCCOM42 shadded | $1.4K |
| Retirement Wealth Solutions LLCCOM22 shheld | $744 |
| Trust CoStock17 shheld | $574 |
| Davis Capital ManagementStock12 shheld | $405 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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