Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
496 institutional managers reported holding SM for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 71%. 212 opened new positions; 55 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 38.43M | 19.31% | $1.20B | added +83.6% | ≤2013 |
| Vanguard Group | 27.69M | 13.91% | $863.5M | added +104.4% | ≤2013 |
| CPP Investment Board | 14.49M | 7.28% | $452.1M | added +2296.1% | 2025 Q1 |
| State Street | 12.50M | 6.28% | $389.7M | added +99.7% | ≤2013 |
| Aristeia Capital, L.l.c. | 10.84M | 5.45% | $338.2M | added +2955.9% | 2025 Q3 |
| Dimensional Fund Advisors | 10.00M | 5.02% | $311.8M | added +79.5% | ≤2013 |
| American Century Companies INC | 8.92M | 4.48% | $278.3M | added +88.4% | 2019 Q4 |
| Donald Smith & CO., INC. | 7.21M | 3.62% | $224.8M | opened | 2026 Q1 |
| Geode Capital | 5.70M | 2.86% | $177.7M | added +109.4% | ≤2013 |
| Millennium Management | 5.03M | 2.53% | $157.0M | added +77.5% | ≤2013 |
| FMR (Fidelity) | 4.02M | 2.02% | $125.3M | added +3136.4% | 2020 Q4 |
| Morgan Stanley | 3.51M | 1.76% | $109.5M | added +105.7% | ≤2013 |
| Nomura Asset Management International INC. | 2.94M | 1.48% | $91.8M | added +1.5% | 2025 Q4 |
| Charles Schwab Investment Management | 2.90M | 1.46% | $90.4M | added +111% | ≤2013 |
| Wellington Management | 2.75M | 1.38% | $85.8M | added +1779.5% | 2025 Q4 |
| Mackenzie Financial CORP | 2.68M | 1.34% | $83.5M | opened | 2026 Q1 |
| Northern Trust | 2.65M | 1.33% | $82.8M | added +116.1% | ≤2013 |
| Goldman Sachs | 2.41M | 1.21% | $75.1M | added +170.4% | ≤2013 |
| UBS | 2.39M | 1.20% | $74.6M | added +198.1% | ≤2013 |
| Nuveen | 2.36M | 1.19% | $73.6M | added +183.3% | ≤2013 |
| BNY Mellon | 1.42M | 0.71% | $44.2M | added +95.5% | ≤2013 |
| Fearnley Asset Management AS (focused) | 1.39M | 0.70% | $43.3M | added +682% | 2025 Q4 |
| First Trust Advisors LP | 1.29M | 0.65% | $40.3M | added +72.8% | ≤2013 |
| Webs Creek Capital Management LP (focused) | 1.29M | 0.65% | $40.1M | opened | 2026 Q1 |
| Bank OF America CORP /DE/ | 1.26M | 0.63% | $39.3M | trimmed -11.2% | ≤2013 |
| Gotham Asset Management | 1.23M | 0.62% | $38.3M | added +11232% | 2020 Q4 |
| Invesco | 1.14M | 0.57% | $35.5M | added +49.1% | ≤2013 |
| Victory Capital Management INC | 1.13M | 0.57% | $35.1M | added +37.9% | 2019 Q3 |
| Principal Financial Group INC | 1.10M | 0.55% | $34.3M | added +101.7% | ≤2013 |
| AQR Capital | 1.08M | 0.54% | $33.7M | added +120.6% | 2020 Q1 |
| Fisher Investments | 981.4k | 0.49% | $30.6M | added +4% | 2024 Q1 |
| Palisade Capital Management, LP | 972.3k | 0.49% | $30.3M | trimmed -1.7% | 2022 Q3 |
| Squarepoint Ops LLC | 909.6k | 0.46% | $28.4M | added +8355.9% | 2022 Q1 |
| Public Sector Pension Investment Board | 809.8k | 0.41% | $25.3M | added +104.2% | 2019 Q3 |
| Ameriprise Financial INC | 772.2k | 0.39% | $24.1M | added +42.3% | ≤2013 |
| Rhumbline Advisers | 735.8k | 0.37% | $22.9M | added +94.7% | ≤2013 |
| Lighthouse Investment Partners, LLC | 731.6k | 0.37% | $22.8M | added +91.3% | 2025 Q3 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 716.9k | 0.36% | $22.4M | opened | 2024 Q2 |
| Kennedy Capital Management LLC | 701.9k | 0.35% | $21.9M | added +81.8% | 2023 Q4 |
| Encompass Capital Advisors LLC | 697.8k | 0.35% | $21.8M | opened | 2026 Q1 |
| Susquehanna International Group | 626.1k | 0.32% | $19.5M | added +145.8% | 2019 Q1 |
| Panagora Asset Management INC | 625.6k | 0.31% | $19.5M | added +25% | 2023 Q3 |
| Whitebox Advisors LLC | 602.3k | 0.30% | $18.8M | opened | 2026 Q1 |
| Glenmede Trust CO NA | 597.4k | 0.30% | $18.6M | added +32.8% | 2021 Q4 |
| Corigliano Investment Advisers, LLC (focused) | 560.0k | 0.28% | $17.5M | added +21% | 2025 Q4 |
| Aegis Financial CORP (focused) | 551.8k | 0.28% | $17.2M | opened | 2026 Q1 |
| Alyeska Investment Group | 545.4k | 0.27% | $17.0M | trimmed -76% | 2025 Q1 |
| NEW York State Common Retirement Fund | 537.3k | 0.27% | $16.8M | added +2.2% | 2025 Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 535.5k | 0.27% | $16.7M | added +47.6% | 2025 Q1 |
| Zimmer Partners, LP | 532.5k | 0.27% | $16.6M | opened | 2026 Q1 |
Largest 50 of 496 shown; the full ranked, searchable register is at boothcheck.com/holders/SM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.