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Institutional Holders of SM

There is a long list of 377 institutional holders of SM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SM table below, the initial column indicates the name of each top institutional holder of SM, with a link to that fund's top holdings. The next columns indicate the amount of SM stock held by each of the institutional holders of SM, followed by the SM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.20,179,832$781,363 12/31/2023
     SM20,179,832$781,363 12/31/2023
Vanguard Group Inc.14,337,961$555,166 12/31/2023
     SM14,337,961$555,166 12/31/2023
State Street Corp6,674,610$258,441 12/31/2023
     SM6,674,610$258,441 12/31/2023
Dimensional Fund Advisors LP5,509,379$213,326 12/31/2023
     SM5,509,379$213,326 12/31/2023
JPMorgan Chase & Co.3,636,810$140,817 12/31/2023
     SM3,636,810$140,817 12/31/2023
T. Rowe Price Investment Management Inc.2,977,520$115,290 12/31/2023
     SM2,977,520$115,290 12/31/2023
Frontier Capital Management Co. LLC2,970,472$115,017 12/31/2023
     SM2,970,472$115,017 12/31/2023
Geode Capital Management LLC2,532,947$98,087 12/31/2023
     SM2,532,947$98,087 12/31/2023
River Road Asset Management LLC1,758,754$87,674 03/31/2024
     SM1,758,754$87,674 03/31/2024
Macquarie Group Ltd.2,222,918$86,071 12/31/2023
     SM2,222,918$86,071 12/31/2023
American Century Companies Inc.1,919,768$74,333 12/31/2023
     SM1,919,768$74,333 12/31/2023
Bank of New York Mellon Corp1,331,013$66,351 03/31/2024
     SM1,331,013$66,351 03/31/2024
Renaissance Technologies LLC1,700,500$65,843 12/31/2023
     SM1,700,500$65,843 12/31/2023
Charles Schwab Investment Management Inc.1,593,103$61,685 12/31/2023
     SM1,593,103$61,685 12/31/2023
Morgan Stanley1,496,202$57,933 12/31/2023
     SM1,496,202$57,933 12/31/2023
Northern Trust Corp1,395,042$54,016 12/31/2023
     SM1,395,042$54,016 12/31/2023
Aventail Capital Group LP1,390,797$53,852 12/31/2023
     SM1,390,797$53,852 12/31/2023
Goldman Sachs Group Inc.1,346,941$52,154 12/31/2023
     SM1,346,941$52,154 12/31/2023
Congress Asset Management Co. MA1,021,032$50,898 03/31/2024
     SM1,021,032$50,898 03/31/2024
Westwood Holdings Group Inc.1,293,271$50,075 12/31/2023
     SM1,293,271$50,075 12/31/2023
Invesco Ltd.1,107,193$42,871 12/31/2023
     SM1,107,193$42,871 12/31/2023
Allspring Global Investments Holdings LLC842,960$42,022 03/31/2024
     SM842,960$42,022 03/31/2024
First Trust Advisors LP1,077,231$41,710 12/31/2023
     SM1,077,231$41,710 12/31/2023
Ameriprise Financial Inc.1,025,067$39,691 12/31/2023
     SM1,025,067$39,691 12/31/2023
William Blair Investment Management LLC1,010,713$39,135 12/31/2023
     SM1,010,713$39,135 12/31/2023
Palisade Capital Management LLC NJ988,723$38,283 12/31/2023
     SM988,723$38,283 12/31/2023
Channing Capital Management LLC932,435$36,104 12/31/2023
     SM932,435$36,104 12/31/2023
Principal Financial Group Inc.639,680$31,888 03/31/2024
     SM639,680$31,888 03/31/2024
Tributary Capital Management LLC567,725$28,301 03/31/2024
     SM567,725$28,301 03/31/2024
Wedge Capital Management L L P NC565,836$28,207 03/31/2024
     SM565,836$28,207 03/31/2024
GW&K Investment Management LLC685,056$26,526 12/31/2023
     SM685,056$26,526 12/31/2023
SIR Capital Management L.P.667,600$25,849 12/31/2023
     SM667,600$25,849 12/31/2023
Nuveen Asset Management LLC642,443$24,875 12/31/2023
     SM642,443$24,875 12/31/2023
Price T Rowe Associates Inc. MD639,668$24,769 12/31/2023
     SM639,668$24,769 12/31/2023
Bank of America Corp DE536,297$20,765 12/31/2023
     SM536,297$20,765 12/31/2023
Wellington Management Group LLP511,420$19,802 12/31/2023
     SM511,420$19,802 12/31/2023
D. E. Shaw & Co. Inc. $18,790 12/31/2023
     SM590,084$22,848 12/31/2023
     Put104,800$4,058 12/31/2023
Standard Life Aberdeen plc466,012$18,044 12/31/2023
     SM466,012$18,044 12/31/2023
Prudential Financial Inc.462,189$17,896 12/31/2023
     SM462,189$17,896 12/31/2023
Millennium Management LLC $16,643 12/31/2023
     SM494,741$19,156 12/31/2023
     Put64,900$2,513 12/31/2023
Rhumbline Advisers415,781$16,099 12/31/2023
     SM415,781$16,099 12/31/2023
Envestnet Asset Management Inc.396,291$15,344 12/31/2023
     SM396,291$15,344 12/31/2023
Glenmede Trust Co. NA389,368$15,076 12/31/2023
     SM389,368$15,076 12/31/2023
FMR LLC389,177$15,069 12/31/2023
     SM389,177$15,069 12/31/2023
Legal & General Group Plc382,540$14,812 12/31/2023
     SM382,540$14,812 12/31/2023
Oslo Asset Management AS350,108$13,556 12/31/2023
     SM350,108$13,556 12/31/2023
Bank of Montreal Can $13,088 12/31/2023
     Call323,000$12,629 12/31/2023
     SM32,842$1,284 12/31/2023
     Put21,100$825 12/31/2023
Brandywine Global Investment Management LLC317,931$12,310 12/31/2023
     SM317,931$12,310 12/31/2023
Susquehanna International Group LLP $11,062 12/31/2023
     SM307,784$11,917 12/31/2023
     Put120,900$4,681 12/31/2023
     Call98,800$3,826 12/31/2023
California Public Employees Retirement System218,001$10,867 03/31/2024
     SM218,001$10,867 03/31/2024

See All: Funds Holding SM
See Details: Top 10 Hedge Funds Holding SM
Also See: SM Insider Buying
Also See: SM Holdings Changes

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