SM Energy Co
SM- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000893538
In the last 90 days, SM Energy Co insiders filed 0 open-market purchases and 2 sales; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in SM Energy Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 498
- −8 vs. Q1 2026
- Shares held
- 230.2M
- +3.74M (+1.7%) vs. Q1 2026
- Total value
- $6.01B
- −$1.05B (−14.9%) vs. Q1 2026
- New holders
- 73
- 204 more added
- Sold out
- 81
- 155 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 498 | $6.01B |
| Q1 2026 | 514 | $7.08B |
| Q4 2025 | 345 | $2.11B |
| Q3 2025 | 383 | $3.01B |
| Q2 2025 | 372 | $2.84B |
| Q1 2025 | 405 | $3.48B |
| Q4 2024 | 426 | $4.50B |
| Q3 2024 | 420 | $4.82B |
| Q2 2024 | 422 | $5.11B |
| Q1 2024 | 390 | $6.06B |
| Q4 2023 | 370 | $4.45B |
| Q3 2023 | 373 | $4.22B |
| Q2 2023 | 309 | $3.44B |
| Q1 2023 | 296 | $3.05B |
| Q4 2022 | 343 | $3.90B |
| Q3 2022 | 311 | $4.14B |
| Q2 2022 | 310 | $3.71B |
| Q1 2022 | 302 | $4.08B |
| Q4 2021 | 262 | $3.07B |
| Q3 2021 | 238 | $2.74B |
| Q2 2021 | 225 | $2.53B |
| Q1 2021 | 183 | $1.62B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 39,280,818 | $1.03B | 0.02% | +849,031+2.2% | Added |
| Vanguard Portfolio Management LLC | 15,425,423 | $402.6M | 0.02% | +190,934+1.3% | Added |
| Canada Pension Plan Investment Board | 14,493,791 | $378.3M | 0.21% | 00.0% | Unchanged |
| Aristeia Capital LLC | 13,000,649 | $339.3M | 5.33% | +2,158,803+19.9% | Added |
| State Street Corp | 11,705,860 | $305.5M | 0.01% | −790,102−6.3% | Reduced |
| Vanguard Capital Management LLC | 10,657,355 | $278.2M | 0.01% | +119,582+1.1% | Added |
| American Century Companies Inc | 8,935,683 | $233.2M | 0.10% | +12,059+0.1% | Added |
| Dimensional Fund Advisors LP | 8,174,503 | $213.4M | 0.04% | −1,820,850−18.2% | Reduced |
| Donald Smith & Co., Inc. | 7,647,594 | $199.6M | 3.53% | +438,695+6.1% | Added |
| Geode Capital Management, LLC | 6,269,841 | $163.7M | 0.01% | +571,288+10.0% | Added |
| Millennium Management LLC | 4,493,473 | $117.3M | 0.08% | −539,433−10.7% | Reduced |
| FMR LLC | 3,798,218 | $99.1M | 0.00% | −220,198−5.5% | Reduced |
| Mackenzie Financial Corp | 3,674,134 | $95.9M | 0.10% | +997,403+37.3% | Added |
| JPMorgan Chase & Co | 3,534,729 | $92.7M | 0.01% | −516,493−12.7% | Reduced |
| Morgan Stanley | 2,943,691 | $76.8M | 0.00% | −567,990−16.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,893,103 | $75.5M | 0.01% | −6,671−0.2% | Reduced |
| Northern Trust Corp | 2,786,773 | $72.7M | 0.01% | +132,162+5.0% | Added |
| Nomura Asset Management International Inc. | 2,716,076 | $70.9M | 0.11% | −226,168−7.7% | Reduced |
| Invesco Ltd. | 2,431,521 | $63.5M | 0.01% | +1,294,797+113.9% | Added |
| Nuveen, LLC | 2,320,316 | $60.6M | 0.01% | −40,170−1.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,280,261 | $59.5M | 0.16% | +2,280,261 | New |
| Webs Creek Capital Management LP | 2,040,529 | $53.3M | 10.09% | +755,229+58.8% | Added |
| Goldman Sachs Group Inc | 1,917,196 | $50.0M | 0.01% | −491,320−20.4% | Reduced |
| Qube Research & Technologies Ltd | 1,691,744 | $44.2M | 0.05% | +1,435,399+559.9% | Added |
| Bank of New York Mellon Corp | 1,657,438 | $43.3M | 0.01% | +239,752+16.9% | Added |
| Vanguard Fiduciary Trust Co | 1,533,618 | $40.0M | 0.01% | +48,424+3.3% | Added |
| Fearnley Asset Management AS | 1,496,537 | $39.1M | 14.04% | +106,975+7.7% | Added |
| Encompass Capital Advisors LLC | 1,448,061 | $37.8M | 1.63% | +750,261+107.5% | Added |
| Bank of America Corp | 1,310,244 | $34.2M | 0.00% | +49,050+3.9% | Added |
| Gotham Asset Management, LLC | 1,186,853 | $31.0M | 0.07% | −41,531−3.4% | Reduced |
| Principal Financial Group Inc | 1,101,837 | $28.8M | 0.01% | +755+0.1% | Added |
| Victory Capital Management Inc | 1,095,487 | $28.6M | 0.02% | −30,907−2.7% | Reduced |
| Tudor Investment Corp Et Al | 1,085,503 | $28.3M | 0.12% | +601,454+124.3% | Added |
| AQR Capital Management LLC | 1,000,121 | $26.1M | 0.01% | −78,869−7.3% | Reduced |
| Fisher Asset Management, LLC | 986,852 | $25.8M | 0.01% | +5,460+0.6% | Added |
| Boston Partners | 937,303 | $25.0M | 0.02% | +887,124+1,767.9% | Added |
| First Trust Advisors LP | 918,135 | $24.0M | 0.01% | −372,350−28.9% | Reduced |
| Ameriprise Financial Inc | 900,635 | $23.5M | 0.00% | +128,392+16.6% | Added |
| UBS Group AG | 844,527 | $22.0M | 0.00% | −1,235,321−59.4% | Reduced |
| Balyasny Asset Management LLC | 839,539 | $21.9M | 0.04% | +799,965+2,021.4% | Added |
| Public Sector Pension Investment Board | 782,474 | $20.4M | 0.05% | −27,341−3.4% | Reduced |
| Aegis Financial Corp | 778,851 | $20.3M | 3.21% | +227,082+41.2% | Added |
| Kennedy Capital Management, Inc. | 681,877 | $17.8M | 0.32% | −19,982−2.8% | Reduced |
| Capital Fund Management S.A. | 666,413 | $17.4M | 0.12% | +239,843+56.2% | Added |
| Lazard Asset Management LLC | 662,766 | $17.3M | 0.03% | +600,971+972.5% | Added |
| Rhumbline Advisers | 655,372 | $17.1M | 0.01% | −80,410−10.9% | Reduced |
| Sagefield Capital LP | 652,363 | $17.0M | 1.26% | +161,067+32.8% | Added |
| Bessemer Group Inc | 642,909 | $16.8M | 0.02% | +641,021+33,952.4% | Added |
| Wellington Management Group LLP | 625,424 | $16.3M | 0.00% | −2,124,526−77.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 595,401 | $15.5M | 0.04% | −121,517−16.9% | Reduced |
| Glenmede Trust Co NA | 588,284 | $15.4M | 0.07% | −9,136−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 568,301 | $14.8M | 0.02% | +32,768+6.1% | Added |
| Creative Planning | 551,499 | $14.4M | 0.01% | +148,148+36.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 536,124 | $14.0M | 0.22% | +382,004+247.9% | Added |
| Susquehanna International Group, LLP | 524,963 | $13.7M | 0.01% | −101,161−16.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 517,794 | $13.5M | 0.04% | +12,910+2.6% | Added |
| Goehring & Rozencwajg Associates, LLC | 513,406 | $13.4M | 0.77% | +25,676+5.3% | Added |
| Legal & General Group Plc | 501,543 | $13.1M | 0.00% | +25,403+5.3% | Added |
| Whitebox Advisors LLC | 496,601 | $13.0M | 0.21% | −105,700−17.5% | Reduced |
| Jane Street Group, LLC | 492,195 | $12.8M | 0.01% | +482,953+5,225.6% | Added |
| New York State Common Retirement Fund | 489,260 | $12.8M | 0.02% | −48,000−8.9% | Reduced |
| Marshall Wace, LLP | 485,069 | $12.7M | 0.01% | +324,322+201.8% | Added |
| Pekin Hardy Strauss, Inc. | 485,033 | $12.7M | 1.12% | +15,248+3.2% | Added |
| Swiss National Bank | 481,133 | $12.6M | 0.01% | +56,900+13.4% | Added |
| Citadel Advisors LLC | 435,571 | $11.4M | 0.01% | +409,172+1,550.0% | Added |
| Palisade Capital Management LLC | 422,097 | $11.0M | 0.48% | −550,158−56.6% | Reduced |
| Leeward Investments, LLC - MA | 416,483 | $10.9M | 0.49% | −10,042−2.4% | Reduced |
| Russell Investments Group, Ltd. | 414,738 | $10.8M | 0.01% | +31,559+8.2% | Added |
| Panagora Asset Management Inc | 404,968 | $10.6M | 0.03% | −220,644−35.3% | Reduced |
| California Public Employees Retirement System | 395,842 | $10.3M | 0.01% | −79,976−16.8% | Reduced |
| Wells Fargo & Company | 393,796 | $10.3M | 0.00% | +141,683+56.2% | Added |
| Adage Capital Partners GP, L.L.C. | 370,000 | $9.66M | 0.01% | +70,000+23.3% | Added |
| Royce & Associates LP | 347,944 | $9.08M | 0.07% | −14,320−4.0% | Reduced |
| Alliancebernstein L.P. | 287,281 | $8.96M | 0.00% | −119,382−29.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 325,443 | $8.49M | 0.01% | +141,484+76.9% | Added |
| Price T Rowe Associates Inc | 322,876 | $8.43M | 0.00% | +42,060+15.0% | Added |
| UBS Asset Management Americas Inc | 303,983 | $7.93M | 0.00% | −9,544−3.0% | Reduced |
| Prudential Financial Inc | 290,513 | $7.58M | 0.01% | −26,540−8.4% | Reduced |
| Raymond James Financial Inc | 290,029 | $7.57M | 0.00% | +103,251+55.3% | Added |
| California State Teachers Retirement System | 278,055 | $7.26M | 0.01% | +27,674+11.1% | Added |
| Deutsche Bank AG | 276,095 | $7.21M | 0.00% | +39,166+16.5% | Added |
| Jump Financial, LLC | 265,046 | $6.92M | 0.06% | +256,965+3,179.9% | Added |
| Bridgewater Associates, LP | 265,019 | $6.92M | 0.03% | +265,019 | New |
| CSM Advisors, LLC | 250,767 | $6.54M | 0.14% | −8,915−3.4% | Reduced |
| Trexquant Investment LP | 243,748 | $6.36M | 0.04% | +243,748 | New |
| Truffle Hound Capital, LLC | 240,000 | $6.26M | 3.95% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 230,718 | $6.02M | 0.02% | −314,668−57.7% | Reduced |
| New York State Teachers Retirement System | 229,615 | $5.99M | 0.01% | −2,396−1.0% | Reduced |
| SEI Investments Co | 226,282 | $5.91M | 0.01% | −151,657−40.1% | Reduced |
| Plustick Management LLC | 225,000 | $5.87M | 2.49% | +15,000+7.1% | Added |
| Readystate Asset Management LP | 222,880 | $5.82M | 0.24% | +166,208+293.3% | Added |
| Vanguard Asset Management, Ltd | 207,187 | $5.41M | 0.00% | +39,230+23.4% | Added |
| Horizon Investments, LLC | 204,478 | $5.34M | 0.06% | +53,911+35.8% | Added |
| Segall Bryant & Hamill, LLC | 202,806 | $5.29M | 0.06% | −20,387−9.1% | Reduced |
| Quantinno Capital Management LP | 201,257 | $5.25M | 0.01% | +99,633+98.0% | Added |
| Thrivent Financial for Lutherans | 194,372 | $5.07M | 0.01% | +2,910+1.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 190,959 | $4.98M | 0.26% | +190,959 | New |
| Great West Life Assurance Co | 189,291 | $4.94M | 0.01% | +2,707+1.5% | Added |
| SIR Capital Management, L.P. | 182,900 | $4.77M | 0.55% | +182,900 | New |
| Quantbot Technologies LP | 178,800 | $4.67M | 0.18% | +121,089+209.8% | Added |