Who owns SM Energy Co (SM)? Elite investor 13F holders
4 tracked elite investors reported holding SM Energy Co as of 2026-06-30, including Gotham Asset Management, GMO, Bridgewater Associates, Ancora Advisors / Ancora Holdings. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
4 tracked investors currently reported holding · Latest report period: 2026-06-30 · Energy · Energy
SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas, Uinta Basin, and DJ Basin. The company was formerly known as St. Mary Land & Exploration Company and changed its name…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management | SM ENERGY CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 30976863.00 USD | 1186853.000000 | Shares | reduce | Original filing |
| GMO | SM ENERGY CO | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 15539966.00 USD | 595401.000000 | Shares | reduce | Original filing |
| Tudor Investment | SM ENERGY CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| Bridgewater Associates | SM ENERGY CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 6916996.00 USD | 265019.000000 | Shares | buy | Original filing |
| Century Management | SM ENERGY CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| Ancora Advisors / Ancora Holdings | SM ENERGY CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2610.00 USD | 100.000000 | Shares | reduce | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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