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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; 499 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in SM Energy Co as of Mar 31, 2021. 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
184
No complete 13F data for Q4 2020
Shares held
99.1M
No complete 13F data for Q4 2020
Total value
$1.62B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 184 institutions
Q1 2021: 184 institutionsQ2 2021: 226 institutionsQ3 2021: 238 institutionsQ4 2021: 262 institutionsQ1 2022: 302 institutionsQ2 2022: 310 institutionsQ3 2022: 310 institutionsQ4 2022: 342 institutionsQ1 2023: 296 institutionsQ2 2023: 309 institutionsQ3 2023: 373 institutionsQ4 2023: 370 institutionsQ1 2024: 390 institutionsQ2 2024: 422 institutionsQ3 2024: 420 institutionsQ4 2024: 426 institutionsQ1 2025: 404 institutionsQ2 2025: 372 institutionsQ3 2025: 383 institutionsQ4 2025: 345 institutionsQ1 2026: 514 institutionsQ2 2026: 499 institutions
Value heldQ1 2021: $1.62B
Q1 2021: $1.62BQ2 2021: $2.53BQ3 2021: $2.74BQ4 2021: $3.05BQ1 2022: $4.08BQ2 2022: $3.71BQ3 2022: $4.13BQ4 2022: $3.90BQ1 2023: $3.04BQ2 2023: $3.44BQ3 2023: $4.21BQ4 2023: $4.25BQ1 2024: $5.71BQ2 2024: $4.92BQ3 2024: $4.66BQ4 2024: $4.47BQ1 2025: $3.48BQ2 2025: $2.83BQ3 2025: $2.93BQ4 2025: $2.11BQ1 2026: $7.08BQ2 2026: $6.01B
Institutions holding SM and their total value by quarter
QuarterHoldersValue
Q2 2026499$6.01B
Q1 2026514$7.08B
Q4 2025345$2.11B
Q3 2025383$2.93B
Q2 2025372$2.83B
Q1 2025404$3.48B
Q4 2024426$4.47B
Q3 2024420$4.66B
Q2 2024422$4.92B
Q1 2024390$5.71B
Q4 2023370$4.25B
Q3 2023373$4.21B
Q2 2023309$3.44B
Q1 2023296$3.04B
Q4 2022342$3.90B
Q3 2022310$4.13B
Q2 2022310$3.71B
Q1 2022302$4.08B
Q4 2021262$3.05B
Q3 2021238$2.74B
Q2 2021226$2.53B
Q1 2021184$1.62B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding SM Energy Co.

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

Institutions holding SM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC11$00.00%––
Mitsubishi UFJ Trust & Banking Corp40$00.00%––
NEXT Financial Group, Inc11$00.00%––
Quadrant Capital Group LLC22$00.00%––
O'Shaughnessy Asset Management, LLC60$1.00K0.00%––
Baystate Wealth Management LLC30$1.00K0.00%––
Gemmer Asset Management LLC82$1.00K0.00%––
Fieldpoint Private Securities, LLC90$1.00K0.00%––
Private Capital Group, LLC87$1.00K0.00%––
Lindbrook Capital, LLC70$1.00K0.00%––
Cordasco Financial Network100$2.00K0.00%––
Sowell Financial Services LLC152$3.00K0.00%––
Berman Capital Advisors, LLC190$3.00K0.00%––
Glassman Wealth Services300$5.00K0.00%––
Geneos Wealth Management Inc.335$5.00K0.00%––
Raffa Wealth Management, LLC448$7.33K0.00%––
Cullen/Frost Bankers, Inc.500$8.00K0.00%––
Newbridge Financial Services Group, Inc.466$8.00K0.01%––
Versant Capital Management, Inc898$15.0K0.01%––
Bartlett & Co. Wealth Management LLC1,400$22.9K0.00%––
Bartlett & Co. LLC1,400$23.0K0.00%––
Advisor Group Holdings, Inc.1,562$27.0K0.00%––
Sutton Wealth Advisors Inc.1,717$28.1K0.01%––
Firestone Capital Management2,000$33.0K0.01%––
Rockefeller Capital Management L.P.2,914$47.0K0.00%––
Wealthcare Capital Management LLC3,008$49.0K0.00%––
The PNC Financial Services Group, Inc.3,286$53.0K0.00%––
Meeder Asset Management Inc3,498$56.0K0.00%––
Cutler Group LP3,950$64.0K0.01%––
Captrust Financial Advisors5,770$94.0K0.00%––
Public Employees Retirement Association of Colorado7,457$122.0K0.00%––
Lee Financial Co8,000$131.0K0.03%––
Ameritas Investment Partners, Inc.9,284$152.0K0.01%––
Ellevest, Inc.9,923$162.0K0.02%––
SFMG, LLC10,000$164.0K0.02%––
Ironwood Investment Management LLC10,119$166.0K0.09%––
Texas Yale Capital Corp.11,169$183.0K0.01%––
King Luther Capital Management Corp11,304$185.0K0.00%––
Allied Investment Advisors, LLC11,980$196.0K0.08%––
CIBC Asset Management Inc12,624$207.0K0.00%––
Point72 Hong Kong Ltd12,807$210.0K0.02%––
Profund Advisors LLC13,986$229.0K0.01%––
Mutual of America Capital Management LLC14,251$233.0K0.00%––
Victory Capital Management Inc14,727$241.0K0.00%––
Occudo Quantitative Strategies LP15,377$252.0K0.06%––
Capital Fund Management S.A.15,542$254.4K0.01%––
Crossmark Global Holdings, Inc.16,340$267.0K0.01%––
Jane Street Group, LLC17,423$285.0K0.00%––
CWM Advisors, LLC17,664$289.0K0.04%––
CFM Wealth Partners LLC18,205$298.0K0.09%––
Diversified Trust Co18,933$310.0K0.01%––
Athanor Capital, LP19,285$316.0K0.01%––
Sciencast Management LP18,763$319.0K0.06%––
State of Wisconsin Investment Board19,600$321.0K0.00%––
Bluestein R H & Co21,100$345.0K0.01%––
Tower Research Capital LLC (TRC)21,620$354.0K0.01%––
Cerity Partners LLC22,227$364.0K0.01%––
Capital Counsel LLC23,000$377.0K0.02%––
Wellington Management Group LLP23,151$379.0K0.00%––
Eaton Vance Management23,703$388.0K0.00%––
Envestnet Asset Management Inc23,900$391.0K0.00%––
Walleye Trading LLC26,291$430.0K0.01%––
Mackay Shields LLC28,900$473.0K0.00%––
Metropolitan Life Insurance Co29,335$480.2K0.01%––
Teachers Retirement System of the State of Kentucky29,400$481.0K0.00%––
Quadrature Capital Ltd29,474$482.0K0.02%––
Waldron Private Wealth LLC32,318$529.0K0.04%––
Aj Wealth Strategies, LLC32,855$538.0K0.04%––
ProShare Advisors LLC33,703$552.0K0.00%––
Sippican Capital Advisors37,250$610.0K0.56%––
Susquehanna International Group, LLP37,882$620.0K0.00%––
TCI Wealth Advisors, Inc.39,071$640.0K0.29%––
Virtu Financial LLC39,819$652.0K0.05%––
Bailard, Inc.40,200$658.0K0.02%––
UBS Asset Management Americas Inc42,101$689.2K0.00%––
Bryn Mawr Trust Co42,158$690.0K0.03%––
Allianz Asset Management GmbH42,892$702.0K0.00%––
Oregon Public Employees Retirement Fund42,930$703.0K0.01%––
MetLife Investment Management43,802$717.0K0.01%––
State Board of Administration of Florida Retirement System44,091$722.0K0.00%––
Kore Private Wealth LLC44,997$737.0K0.10%––
Guggenheim Capital LLC45,247$741.0K0.00%––
Banco Bilbao Vizcaya Argentaria, S.A.46,800$766.0K0.02%––
Louisiana State Employees Retirement System48,500$794.0K0.02%––
US Bancorp49,618$812.0K0.00%––
HSBC Holdings PLC49,176$824.0K0.00%––
SG Americas Securities, LLC51,038$835.0K0.01%––
Price T Rowe Associates Inc52,971$867.0K0.00%––
Royal Bank of Canada58,189$953.0K0.00%––
State of Tennessee, Treasury Department63,075$1.03M0.00%––
Truist Financial Corp63,464$1.04M0.00%––
Manufacturers Life Insurance Company, The64,073$1.05M0.00%––
Voya Investment Management LLC66,366$1.09M0.00%––
Engineers Gate Manager LP71,385$1.17M0.06%––
State of Alaska, Department of Revenue72,057$1.18M0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital72,076$1.18M0.01%––
Ensign Peak Advisors, Inc72,100$1.18M0.00%––
American International Group, Inc.75,389$1.23M0.01%––
Public Employees Retirement System of Ohio78,644$1.29M0.01%––
Texas Permanent School Fund79,722$1.30M0.02%––