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Livermore
Livermore
ZHEN

Boston Partners

SEC CIK
0001386060
Latest filing
Aug 4, 2026

SM holding history

SM Energy Co in every 13F filed by Boston Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overviewAll 13F holders of SMFull Q2 2026 holdings

Shares (Q2 2026)
937,303
Value
$25.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SM by Boston Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026937,303$25.0M<0.1%+887,124+1,767.9%AddedHolders
Q1 202650,179$1.56M<0.1%−79,126−61.2%ReducedHolders
Q4 2025129,305$2.42M<0.1%+21,485+19.9%AddedHolders
Q3 2025107,820$2.69M<0.1%+16,004+17.4%AddedHolders
Q2 202591,816$2.27M<0.1%+53,731+141.1%AddedHolders
Q1 202538,085$1.14M<0.1%+8,475+28.6%AddedHolders
Q4 202429,610$1.15M<0.1%−4,843−14.1%ReducedHolders
Q3 202434,453$1.38M<0.1%−768−2.2%ReducedHolders
Q2 202435,221$1.52M<0.1%+16,615+89.3%AddedHolders
Q1 202418,606$927.5K<0.1%+1,065+6.1%AddedHolders
Q4 202317,541$679.2K<0.1%−62,879−78.2%ReducedHolders
Q3 202380,420$3.19M<0.1%−7,376−8.4%ReducedHolders
Q2 202387,796$2.78M<0.1%+2,054+2.4%AddedHolders
Q1 202385,742$2.41M<0.1%−32,367−27.4%ReducedHolders
Q4 2022118,109$4.11M<0.1%+498+0.4%AddedHolders
Q3 2022117,611$4.42M<0.1%+57,517+95.7%AddedHolders
Q2 202260,094$2.06M<0.1%−115,962−65.9%ReducedHolders
Q1 2022176,056$6.86M<0.1%+85,363+94.1%AddedHolders
Q4 202190,693$2.67M<0.1%−49,876−35.5%ReducedHolders
Q3 2021140,569$3.71M<0.1%−1,369−1.0%ReducedHolders
Q2 2021141,938$3.50M<0.1%−16,432−10.4%ReducedHolders
Q1 2021158,370$2.59M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.