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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
Commonwealth of Pennsylvania Public School Empls Retrmt Sys82,295$1.35M0.02%––
Great West Life Assurance Co88,479$1.45M0.00%––
EAM Investors, LLC88,519$1.45M0.22%––
Mercer Global Advisors Inc88,709$1.45M0.01%––
Teacher Retirement System of Texas91,172$1.49M0.01%––
Thrivent Financial for Lutherans95,254$1.56M0.00%––
Wolverine Asset Management LLC103,056$1.69M0.02%––
New York State Common Retirement Fund103,100$1.69M0.00%––
Comerica Bank108,082$1.73M0.01%––
Gotham Asset Management, LLC107,672$1.76M0.08%––
Stifel Financial Corp108,154$1.77M0.00%––
Point72 Asset Management, L.P.110,200$1.80M0.01%––
Winton Group Ltd115,079$1.88M0.11%––
Creative Planning118,294$1.94M0.00%––
Prudential Financial Inc122,522$2.01M0.00%––
Citadel Advisors LLC123,765$2.03M0.00%––
EAM Global Investors LLC124,543$2.04M0.56%––
1492 Capital Management LLC132,283$2.17M1.25%––
AQR Capital Management LLC138,631$2.27M0.00%––
Cubist Systematic Strategies, LLC143,972$2.36M0.03%––
Inscription Capital, LLC145,000$2.37M0.81%––
Nomura Holdings Inc152,086$2.49M0.02%––
Nisa Investment Advisors, LLC153,200$2.51M0.02%––
Boston Partners158,370$2.59M0.00%––
Putnam Investments LLC165,200$2.70M0.00%––
Alliancebernstein L.P.165,813$2.71M0.00%––
New York State Teachers Retirement System166,811$2.73M0.01%––
California State Teachers Retirement System172,109$2.82M0.00%––
Evoke Wealth, LLC201,135$3.29M0.15%––
Arrowstreet Capital, Limited Partnership208,327$3.41M0.00%––
Hussman Strategic Advisors, Inc.214,000$3.50M0.72%––
Public Sector Pension Investment Board219,696$3.60M0.02%––
Healthcare of Ontario Pension Plan Trust Fund221,300$3.62M0.01%––
Oslo Asset Management AS226,108$3.70M7.44%––
California Public Employees Retirement System232,200$3.80M0.00%––
American Century Companies Inc248,275$4.06M0.00%––
Canada Pension Plan Investment Board256,935$4.21M0.01%––
JPMorgan Chase & Co265,545$4.35M0.00%––
Monarch Partners Asset Management LLC287,140$4.70M0.71%––
Credit Suisse AG306,125$5.01M0.00%––
Bank of Montreal295,315$5.08M0.00%––
UBS Group AG342,497$5.61M0.00%––
Jacobs Levy Equity Management, Inc375,264$6.14M0.05%––
Bridgeway Capital Management, LLC386,600$6.33M0.12%––
Susquehanna Fundamental Investments, LLC412,468$6.75M0.12%––
Rhumbline Advisers462,204$7.57M0.01%––
Citigroup Inc469,976$7.69M0.01%––
First Trust Advisors LP476,967$7.81M0.01%––
Legal & General Group Plc513,948$8.41M0.00%––
Ameriprise Financial Inc523,372$8.57M0.00%––
Hill City Capital, LP550,000$9.00M3.74%––
Barclays PLC594,907$9.74M0.01%––
Millennium Management LLC601,025$9.84M0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC645,292$10.6M0.06%––
Panagora Asset Management Inc658,134$10.8M0.06%––
Wells Fargo & Company706,889$11.6M0.00%––
BNP Paribas Arbitrage, SA716,987$11.7M0.03%––
Principal Financial Group Inc745,078$12.2M0.01%––
Voloridge Investment Management, LLC832,648$13.6M0.10%––
Advisory Research Inc871,555$14.3M1.00%––
Bank of America Corp909,252$14.9M0.00%––
Edgestream Partners, L.P.967,411$15.8M0.88%––
EnCap Energy Capital Fund IX, L.P.1,026,600$16.8M5.81%––
Nuveen Asset Management, LLC1,184,692$19.4M0.01%––
Two Sigma Investments, LP1,206,867$19.8M0.06%––
Northern Trust Corp1,234,109$20.2M0.00%––
Morgan Stanley1,264,663$20.7M0.00%––
Bank of New York Mellon Corp1,315,179$21.5M0.00%––
Deutsche Bank AG1,348,089$22.1M0.01%––
Russell Investments Group, Ltd.1,469,897$24.1M0.04%––
Invesco Ltd.1,476,647$24.2M0.01%––
Slate Path Capital LP1,570,000$25.7M1.67%––
D. E. Shaw & Co., Inc.1,645,203$26.9M0.03%––
Two Sigma Advisers, LP1,884,802$30.9M0.08%––
Goldman Sachs Group Inc1,897,216$31.1M0.01%––
Parametric Portfolio Associates LLC2,054,137$33.6M0.02%––
Geode Capital Management, LLC2,079,750$34.0M0.01%––
Dimensional Fund Advisors LP2,963,562$48.5M0.02%––
Charles Schwab Investment Management Inc3,552,087$58.1M0.02%––
JB Investments Management, LLC4,754,587$77.8M5.64%––
Maple Rock Capital Partners Inc.7,341,000$120.2M17.44%––
State Street Corp8,425,055$137.9M0.01%––
Vanguard Group Inc9,821,683$160.8M0.00%––
BlackRock Inc.17,672,147$289.3M0.01%––