SM US Equity

SM Energy Co

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Energy · Crude Petroleum & Natural Gas · CIK 893538 · FYE 1231

$31.72

+2.07 (+6.98%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding SM · 2026-Q1 methodology → sources →

508 holders

% of shares outstanding held

94.7%

Shares held (13F)

227,063,245

Reporting holders

508

Top holders

largest 100 of 508 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	38,431,78738.4M	$1.2B	16.03%	ADD 84%
2	VANGUARD PORTFOLIO MANAGEMENT LLC	15,234,48915.2M	$475M	6.35%	NEW†
3	CANADA PENSION PLAN INVESTMENT BOARD	14,493,79114.5M	$452M	6.05%	ADD 2296%
4	STATE STREET CORP	12,495,96212.5M	$390M	5.21%	ADD 100%
5	ARISTEIA CAPITAL, L.L.C.	10,841,84610.8M	$338M	4.52%	ADD 2956%
6	VANGUARD CAPITAL MANAGEMENT LLC	10,537,77310.5M	$329M	4.40%	NEW†
7	DIMENSIONAL FUND ADVISORS LP	9,995,35310.0M	$312M	4.17%	ADD 79%
8	AMERICAN CENTURY COMPANIES INC	8,923,6248.9M	$278M	3.72%	ADD 88%
9	DONALD SMITH & CO., INC.	7,208,8997.2M	$225M	3.01%	NEW†
10	GEODE CAPITAL MANAGEMENT, LLC	5,698,5535.7M	$178M	2.38%	ADD 109%
11	MILLENNIUM MANAGEMENT LLC	5,032,9065.0M	$157M	2.10%	ADD 77%
12	JPMORGAN CHASE & CO	4,051,2224.1M	$130M	1.69%	ADD 32%
13	FMR LLC	4,018,4164.0M	$125M	1.68%	ADD 3136%
14	MORGAN STANLEY	3,511,6813.5M	$109M	1.46%	ADD 106%
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	2,942,2442.9M	$92M	1.23%	—
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,899,7742.9M	$90M	1.21%	ADD 111%
17	WELLINGTON MANAGEMENT GROUP LLP	2,749,9502.7M	$86M	1.15%	ADD 1779%
18	MACKENZIE FINANCIAL CORP	2,676,7312.7M	$83M	1.12%	NEW
19	NORTHERN TRUST CORP	2,654,6112.7M	$83M	1.11%	ADD 116%
20	GOLDMAN SACHS GROUP INC	2,408,5162.4M	$75M	1.00%	ADD 170%
21	Nuveen, LLC	2,360,4862.4M	$74M	0.98%	ADD 183%
22	UBS Group AG	2,079,8482.1M	$65M	0.87%	ADD 212%
23	VANGUARD FIDUCIARY TRUST CO	1,485,1941.5M	$46M	0.62%	NEW
24	Bank of New York Mellon Corp	1,417,6861.4M	$44M	0.59%	ADD 95%
25	FEARNLEY ASSET MANAGEMENT AS	1,389,5621.4M	$43M	0.58%	ADD 59%
26	FIRST TRUST ADVISORS LP	1,290,4851.3M	$40M	0.54%	ADD 73%
27	Webs Creek Capital Management LP	1,285,3001.3M	$40M	0.54%	NEW
28	BANK OF AMERICA CORP /DE/	1,261,1941.3M	$39M	0.53%	TRIM -11%
29	Gotham Asset Management, LLC	1,228,3841.2M	$38M	0.51%	ADD 11232%
30	Invesco Ltd.	1,136,7241.1M	$35M	0.47%	ADD 49%
31	VICTORY CAPITAL MANAGEMENT INC	1,126,3941.1M	$35M	0.47%	ADD 38%
32	PRINCIPAL FINANCIAL GROUP INC	1,101,0821.1M	$34M	0.46%	ADD 102%
33	AQR CAPITAL MANAGEMENT LLC	1,078,9901.1M	$34M	0.45%	ADD 121%
34	Fisher Asset Management, LLC	981,392981,392	$31M	0.41%	ADD 4%
35	PALISADE CAPITAL MANAGEMENT, LP	972,255972,255	$30M	0.41%	—
36	Squarepoint Ops LLC	909,599909,599	$28M	0.38%	ADD 8356%
37	Public Sector Pension Investment Board	809,815809,815	$25M	0.34%	ADD 104%
38	AMERIPRISE FINANCIAL INC	772,243772,243	$24M	0.32%	ADD 42%
39	RHUMBLINE ADVISERS	735,782735,782	$23M	0.31%	ADD 95%
40	Lighthouse Investment Partners, LLC	731,625731,625	$23M	0.31%	ADD 91%
41	Grantham, Mayo, Van Otterloo & Co. LLC	716,918716,918	$22M	0.30%	NEW
42	KENNEDY CAPITAL MANAGEMENT LLC	701,859701,859	$22M	0.29%	ADD 82%
43	Encompass Capital Advisors LLC	697,800697,800	$22M	0.29%	NEW
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP	626,124626,124	$20M	0.26%	ADD 146%
45	PANAGORA ASSET MANAGEMENT INC	625,612625,612	$20M	0.26%	ADD 25%
46	WHITEBOX ADVISORS LLC	602,301602,301	$19M	0.25%	NEW
47	GLENMEDE TRUST CO NA	597,420597,420	$19M	0.25%	ADD 33%
48	Corigliano Investment Advisers, LLC	560,000560,000	$17M	0.23%	ADD 21%
49	AEGIS FINANCIAL CORP	551,769551,769	$17M	0.23%	NEW
50	Alyeska Investment Group, L.P.	545,386545,386	$17M	0.23%	TRIM -76%
51	NEW YORK STATE COMMON RETIREMENT FUND	537,260537,260	$17M	0.22%	ADD 2%
52	Universal- Beteiligungs- und Servicegesellschaft mbH	535,533535,533	$17M	0.22%	ADD 48%
53	Zimmer Partners, LP	532,500532,500	$17M	0.22%	NEW
54	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	504,884504,884	$16M	0.21%	TRIM -11%
55	Sagefield Capital LP	491,296491,296	$15M	0.20%	TRIM -55%
56	Goehring & Rozencwajg Associates, LLC	487,730487,730	$15M	0.20%	NEW
57	TUDOR INVESTMENT CORP ET AL	484,049484,049	$15M	0.20%	TRIM -14%
58	Legal & General Group Plc	476,140476,140	$15M	0.20%	ADD 68%
59	California Public Employees Retirement System	475,818475,818	$15M	0.20%	ADD 133%
60	Pekin Hardy Strauss, Inc.	469,785469,785	$15M	0.20%	ADD 18%
61	CLG LLC	466,175466,175	$15M	0.19%	NEW
62	ENVESTNET ASSET MANAGEMENT INC	465,495465,495	$15M	0.19%	ADD 17%
63	Steward Partners Investment Advisory, LLC	457,333457,333	$14M	0.19%	ADD 227429%
64	CAPITAL FUND MANAGEMENT S.A.	426,570426,570	$13M	0.18%	ADD 69%
65	Leeward Investments, LLC - MA	426,525426,525	$13M	0.18%	NEW
66	Swiss National Bank	424,233424,233	$13M	0.18%	ADD 87%
67	BARCLAYS PLC	418,552418,552	$13M	0.17%	ADD 45%
68	Creative Planning	403,351403,351	$13M	0.17%	ADD 142%
69	Russell Investments Group, Ltd.	383,179383,179	$12M	0.16%	ADD 53%
70	Baird Financial Group, Inc.	383,177383,177	$12M	0.16%	ADD 26%
71	SEI INVESTMENTS CO	377,939377,939	$12M	0.16%	ADD 31%
72	ROYCE & ASSOCIATES LP	362,264362,264	$11M	0.15%	TRIM -9%
73	PRUDENTIAL FINANCIAL INC	317,053317,053	$10M	0.13%	ADD 125%
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	313,527313,527	$10M	0.13%	ADD 129%
75	ADAGE CAPITAL PARTNERS GP, L.L.C.	300,000300,000	$9M	0.13%	NEW
76	PRICE T ROWE ASSOCIATES INC /MD/	280,816280,816	$9M	0.12%	ADD 140%
77	Rafferty Asset Management, LLC	272,187272,187	$8M	0.11%	ADD 63%
78	CSM Advisors, LLC	259,682259,682	$8M	0.11%	ADD 18%
79	Qube Research & Technologies Ltd	256,345256,345	$8M	0.11%	NEW
80	ExodusPoint Capital Management, LP	256,050256,050	$8M	0.11%	NEW
81	WELLS FARGO & COMPANY/MN	252,113252,113	$8M	0.11%	ADD 18%
82	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	250,381250,381	$8M	0.10%	ADD 128%
83	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	247,820247,820	$8M	0.10%	NEW
84	ALLIANCEBERNSTEIN L.P.	406,663406,663	$8M	0.17%	ADD 219%
85	Mitsubishi UFJ Trust & Banking Corp	243,879243,879	$8M	0.10%	ADD 113%
86	Tiptree Advisors, LLC	240,000240,000	$7M	0.10%	NEW
87	Truffle Hound Capital, LLC	240,000240,000	$7M	0.10%	NEW
88	DEUTSCHE BANK AG\	236,929236,929	$7M	0.10%	ADD 119%
89	LSV ASSET MANAGEMENT	232,701232,701	$7M	0.10%	TRIM -44%
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	232,011232,011	$7M	0.10%	ADD 56%
91	SEGALL BRYANT & HAMILL, LLC	223,193223,193	$7M	0.09%	ADD 58%
92	Focus Partners Wealth	214,973214,973	$7M	0.09%	NEW
93	CoreCommodity Management, LLC	210,852210,852	$7M	0.09%	ADD 79%
94	PLUSTICK MANAGEMENT LLC	210,000210,000	$7M	0.09%	NEW
95	ALGERT GLOBAL LLC	208,832208,832	$7M	0.09%	TRIM -83%
96	CAXTON ASSOCIATES LLP	208,662208,662	$7M	0.09%	ADD 9%
97	DENALI ADVISORS LLC	202,800202,800	$6M	0.08%	TRIM -32%
98	Man Group plc	202,163202,163	$6M	0.08%	ADD 1313%
99	Qsemble Capital Management, LP	197,698197,698	$6M	0.08%	NEW
100	Thrivent Financial for Lutherans	191,462191,462	$6M	0.08%	ADD 61%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

18.1M

17.7M

19.9M

20.4M

20.9M

38.4M

$1.2B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

15.2M

$475M

CANADA PENSION PLAN INVESTMENT BOARD

—

58K

104K

167K

605K

14.5M

$452M

STATE STREET CORP

6.1M

6.3M

5.7M

6.2M

6.3M

12.5M

$390M

ARISTEIA CAPITAL, L.L.C.

20K

—

12K

355K

10.8M

$338M

VANGUARD CAPITAL MANAGEMENT LLC

—

10.5M

$329M

DIMENSIONAL FUND ADVISORS LP

6.6M

6.3M

5.9M

5.6M

10.0M

$312M

AMERICAN CENTURY COMPANIES INC

3.7M

3.9M

4.2M

4.6M

4.7M

8.9M

$278M

DONALD SMITH & CO., INC.

—

7.2M

$225M

GEODE CAPITAL MANAGEMENT, LLC

2.7M

5.7M

$178M

MILLENNIUM MANAGEMENT LLC

347K

1.9M

1.1M

929K

2.8M

5.0M

$157M

JPMORGAN CHASE & CO

4.6M

4.3M

3.4M

6.9M

3.1M

4.1M

$130M

FMR LLC

339K

330K

21K

25K

124K

4.0M

$125M

MORGAN STANLEY

1.4M

1.3M

1.5M

1.3M

1.7M

3.5M

$109M

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

—

2.9M

$92M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	508	227,063,245	94.7%	$7.1B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · SM

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

14%

QII

2026-02-28

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

6.44%

QII

2026-03-31

SEC →

CANADA PENSION PLAN INVESTMENT BOARD

6.1%

QII

2026-03-31

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

5.13%

QII

2026-03-31

SEC →

DIMENSIONAL FUND ADVISORS LP

4.9%

QII

Institutional ownership· 13F filers holding SM · 2026-Q1 methodology → sources →

508 holders

% of shares outstanding held

94.7%

Shares held (13F)

227,063,245

Reporting holders

508

Top holders

largest 100 of 508 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	38,431,78738.4M	$1.2B	16.03%	ADD 84%
2	VANGUARD PORTFOLIO MANAGEMENT LLC	15,234,48915.2M	$475M	6.35%	NEW†
3	CANADA PENSION PLAN INVESTMENT BOARD	14,493,79114.5M	$452M	6.05%	ADD 2296%
4	STATE STREET CORP	12,495,96212.5M	$390M	5.21%	ADD 100%
5	ARISTEIA CAPITAL, L.L.C.	10,841,84610.8M	$338M	4.52%	ADD 2956%
6	VANGUARD CAPITAL MANAGEMENT LLC	10,537,77310.5M	$329M	4.40%	NEW†
7	DIMENSIONAL FUND ADVISORS LP	9,995,35310.0M	$312M	4.17%	ADD 79%
8	AMERICAN CENTURY COMPANIES INC	8,923,6248.9M	$278M	3.72%	ADD 88%
9	DONALD SMITH & CO., INC.	7,208,8997.2M	$225M	3.01%	NEW†
10	GEODE CAPITAL MANAGEMENT, LLC	5,698,5535.7M	$178M	2.38%	ADD 109%
11	MILLENNIUM MANAGEMENT LLC	5,032,9065.0M	$157M	2.10%	ADD 77%
12	JPMORGAN CHASE & CO	4,051,2224.1M	$130M	1.69%	ADD 32%
13	FMR LLC	4,018,4164.0M	$125M	1.68%	ADD 3136%
14	MORGAN STANLEY	3,511,6813.5M	$109M	1.46%	ADD 106%
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	2,942,2442.9M	$92M	1.23%	—
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,899,7742.9M	$90M	1.21%	ADD 111%
17	WELLINGTON MANAGEMENT GROUP LLP	2,749,9502.7M	$86M	1.15%	ADD 1779%
18	MACKENZIE FINANCIAL CORP	2,676,7312.7M	$83M	1.12%	NEW
19	NORTHERN TRUST CORP	2,654,6112.7M	$83M	1.11%	ADD 116%
20	GOLDMAN SACHS GROUP INC	2,408,5162.4M	$75M	1.00%	ADD 170%
21	Nuveen, LLC	2,360,4862.4M	$74M	0.98%	ADD 183%
22	UBS Group AG	2,079,8482.1M	$65M	0.87%	ADD 212%
23	VANGUARD FIDUCIARY TRUST CO	1,485,1941.5M	$46M	0.62%	NEW
24	Bank of New York Mellon Corp	1,417,6861.4M	$44M	0.59%	ADD 95%
25	FEARNLEY ASSET MANAGEMENT AS	1,389,5621.4M	$43M	0.58%	ADD 59%
26	FIRST TRUST ADVISORS LP	1,290,4851.3M	$40M	0.54%	ADD 73%
27	Webs Creek Capital Management LP	1,285,3001.3M	$40M	0.54%	NEW
28	BANK OF AMERICA CORP /DE/	1,261,1941.3M	$39M	0.53%	TRIM -11%
29	Gotham Asset Management, LLC	1,228,3841.2M	$38M	0.51%	ADD 11232%
30	Invesco Ltd.	1,136,7241.1M	$35M	0.47%	ADD 49%
31	VICTORY CAPITAL MANAGEMENT INC	1,126,3941.1M	$35M	0.47%	ADD 38%
32	PRINCIPAL FINANCIAL GROUP INC	1,101,0821.1M	$34M	0.46%	ADD 102%
33	AQR CAPITAL MANAGEMENT LLC	1,078,9901.1M	$34M	0.45%	ADD 121%
34	Fisher Asset Management, LLC	981,392981,392	$31M	0.41%	ADD 4%
35	PALISADE CAPITAL MANAGEMENT, LP	972,255972,255	$30M	0.41%	—
36	Squarepoint Ops LLC	909,599909,599	$28M	0.38%	ADD 8356%
37	Public Sector Pension Investment Board	809,815809,815	$25M	0.34%	ADD 104%
38	AMERIPRISE FINANCIAL INC	772,243772,243	$24M	0.32%	ADD 42%
39	RHUMBLINE ADVISERS	735,782735,782	$23M	0.31%	ADD 95%
40	Lighthouse Investment Partners, LLC	731,625731,625	$23M	0.31%	ADD 91%
41	Grantham, Mayo, Van Otterloo & Co. LLC	716,918716,918	$22M	0.30%	NEW
42	KENNEDY CAPITAL MANAGEMENT LLC	701,859701,859	$22M	0.29%	ADD 82%
43	Encompass Capital Advisors LLC	697,800697,800	$22M	0.29%	NEW
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP	626,124626,124	$20M	0.26%	ADD 146%
45	PANAGORA ASSET MANAGEMENT INC	625,612625,612	$20M	0.26%	ADD 25%
46	WHITEBOX ADVISORS LLC	602,301602,301	$19M	0.25%	NEW
47	GLENMEDE TRUST CO NA	597,420597,420	$19M	0.25%	ADD 33%
48	Corigliano Investment Advisers, LLC	560,000560,000	$17M	0.23%	ADD 21%
49	AEGIS FINANCIAL CORP	551,769551,769	$17M	0.23%	NEW
50	Alyeska Investment Group, L.P.	545,386545,386	$17M	0.23%	TRIM -76%
51	NEW YORK STATE COMMON RETIREMENT FUND	537,260537,260	$17M	0.22%	ADD 2%
52	Universal- Beteiligungs- und Servicegesellschaft mbH	535,533535,533	$17M	0.22%	ADD 48%
53	Zimmer Partners, LP	532,500532,500	$17M	0.22%	NEW
54	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	504,884504,884	$16M	0.21%	TRIM -11%
55	Sagefield Capital LP	491,296491,296	$15M	0.20%	TRIM -55%
56	Goehring & Rozencwajg Associates, LLC	487,730487,730	$15M	0.20%	NEW
57	TUDOR INVESTMENT CORP ET AL	484,049484,049	$15M	0.20%	TRIM -14%
58	Legal & General Group Plc	476,140476,140	$15M	0.20%	ADD 68%
59	California Public Employees Retirement System	475,818475,818	$15M	0.20%	ADD 133%
60	Pekin Hardy Strauss, Inc.	469,785469,785	$15M	0.20%	ADD 18%
61	CLG LLC	466,175466,175	$15M	0.19%	NEW
62	ENVESTNET ASSET MANAGEMENT INC	465,495465,495	$15M	0.19%	ADD 17%
63	Steward Partners Investment Advisory, LLC	457,333457,333	$14M	0.19%	ADD 227429%
64	CAPITAL FUND MANAGEMENT S.A.	426,570426,570	$13M	0.18%	ADD 69%
65	Leeward Investments, LLC - MA	426,525426,525	$13M	0.18%	NEW
66	Swiss National Bank	424,233424,233	$13M	0.18%	ADD 87%
67	BARCLAYS PLC	418,552418,552	$13M	0.17%	ADD 45%
68	Creative Planning	403,351403,351	$13M	0.17%	ADD 142%
69	Russell Investments Group, Ltd.	383,179383,179	$12M	0.16%	ADD 53%
70	Baird Financial Group, Inc.	383,177383,177	$12M	0.16%	ADD 26%
71	SEI INVESTMENTS CO	377,939377,939	$12M	0.16%	ADD 31%
72	ROYCE & ASSOCIATES LP	362,264362,264	$11M	0.15%	TRIM -9%
73	PRUDENTIAL FINANCIAL INC	317,053317,053	$10M	0.13%	ADD 125%
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	313,527313,527	$10M	0.13%	ADD 129%
75	ADAGE CAPITAL PARTNERS GP, L.L.C.	300,000300,000	$9M	0.13%	NEW
76	PRICE T ROWE ASSOCIATES INC /MD/	280,816280,816	$9M	0.12%	ADD 140%
77	Rafferty Asset Management, LLC	272,187272,187	$8M	0.11%	ADD 63%
78	CSM Advisors, LLC	259,682259,682	$8M	0.11%	ADD 18%
79	Qube Research & Technologies Ltd	256,345256,345	$8M	0.11%	NEW
80	ExodusPoint Capital Management, LP	256,050256,050	$8M	0.11%	NEW
81	WELLS FARGO & COMPANY/MN	252,113252,113	$8M	0.11%	ADD 18%
82	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	250,381250,381	$8M	0.10%	ADD 128%
83	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	247,820247,820	$8M	0.10%	NEW
84	ALLIANCEBERNSTEIN L.P.	406,663406,663	$8M	0.17%	ADD 219%
85	Mitsubishi UFJ Trust & Banking Corp	243,879243,879	$8M	0.10%	ADD 113%
86	Tiptree Advisors, LLC	240,000240,000	$7M	0.10%	NEW
87	Truffle Hound Capital, LLC	240,000240,000	$7M	0.10%	NEW
88	DEUTSCHE BANK AG\	236,929236,929	$7M	0.10%	ADD 119%
89	LSV ASSET MANAGEMENT	232,701232,701	$7M	0.10%	TRIM -44%
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	232,011232,011	$7M	0.10%	ADD 56%
91	SEGALL BRYANT & HAMILL, LLC	223,193223,193	$7M	0.09%	ADD 58%
92	Focus Partners Wealth	214,973214,973	$7M	0.09%	NEW
93	CoreCommodity Management, LLC	210,852210,852	$7M	0.09%	ADD 79%
94	PLUSTICK MANAGEMENT LLC	210,000210,000	$7M	0.09%	NEW
95	ALGERT GLOBAL LLC	208,832208,832	$7M	0.09%	TRIM -83%
96	CAXTON ASSOCIATES LLP	208,662208,662	$7M	0.09%	ADD 9%
97	DENALI ADVISORS LLC	202,800202,800	$6M	0.08%	TRIM -32%
98	Man Group plc	202,163202,163	$6M	0.08%	ADD 1313%
99	Qsemble Capital Management, LP	197,698197,698	$6M	0.08%	NEW
100	Thrivent Financial for Lutherans	191,462191,462	$6M	0.08%	ADD 61%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

18.1M

17.7M

19.9M

20.4M

20.9M

38.4M

$1.2B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

15.2M

$475M

CANADA PENSION PLAN INVESTMENT BOARD

—

58K

104K

167K

605K

14.5M

$452M

STATE STREET CORP

6.1M

6.3M

5.7M

6.2M

6.3M

12.5M

$390M

ARISTEIA CAPITAL, L.L.C.

20K

—

12K

355K

10.8M

$338M

VANGUARD CAPITAL MANAGEMENT LLC

—

10.5M

$329M

DIMENSIONAL FUND ADVISORS LP

6.6M

6.3M

5.9M

5.6M

10.0M

$312M

AMERICAN CENTURY COMPANIES INC

3.7M

3.9M

4.2M

4.6M

4.7M

8.9M

$278M

DONALD SMITH & CO., INC.

—

7.2M

$225M

GEODE CAPITAL MANAGEMENT, LLC

2.7M

5.7M

$178M

MILLENNIUM MANAGEMENT LLC

347K

1.9M

1.1M

929K

2.8M

5.0M

$157M

JPMORGAN CHASE & CO

4.6M

4.3M

3.4M

6.9M

3.1M

4.1M

$130M

FMR LLC

339K

330K

21K

25K

124K

4.0M

$125M

MORGAN STANLEY

1.4M

1.3M

1.5M

1.3M

1.7M

3.5M

$109M

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

—

2.9M

$92M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	508	227,063,245	94.7%	$7.1B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · SM

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

14%

QII

2026-02-28

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

6.44%

QII

2026-03-31

SEC →

CANADA PENSION PLAN INVESTMENT BOARD

6.1%

QII

2026-03-31

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

5.13%

QII

2026-03-31

SEC →

DIMENSIONAL FUND ADVISORS LP

4.9%

QII

SM US Equity☆

Institutional ownership· 13F filers holding SM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · SM

Institutional ownership· 13F filers holding SM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · SM

SM US Equity