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 2021
Institutional positions in SM Energy Co as of Jun 30, 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
- 226
- +42 vs. Q1 2021
- Shares held
- 102.9M
- +3.88M (+3.9%) vs. Q1 2021
- Total value
- $2.53B
- +$911.9M (+56.2%) vs. Q1 2021
- New holders
- 60
- 70 more added
- Sold out
- 18
- 63 more reduced
Compare with Q1 2021: 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 | $2.93B |
| Q2 2025 | 372 | $2.83B |
| Q1 2025 | 404 | $3.48B |
| Q4 2024 | 426 | $4.47B |
| Q3 2024 | 420 | $4.66B |
| Q2 2024 | 422 | $4.92B |
| Q1 2024 | 390 | $5.71B |
| Q4 2023 | 370 | $4.25B |
| Q3 2023 | 373 | $4.21B |
| Q2 2023 | 309 | $3.44B |
| Q1 2023 | 296 | $3.04B |
| Q4 2022 | 342 | $3.90B |
| Q3 2022 | 310 | $4.13B |
| Q2 2022 | 310 | $3.71B |
| Q1 2022 | 302 | $4.08B |
| Q4 2021 | 262 | $3.05B |
| Q3 2021 | 238 | $2.74B |
| Q2 2021 | 226 | $2.53B |
| Q1 2021 | 184 | $1.62B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,318,539 | $500.4M | 0.01% | +2,646,392+15.0% | Added |
| Vanguard Group Inc | 10,258,732 | $252.7M | 0.01% | +437,049+4.4% | Added |
| State Street Corp | 8,737,753 | $215.2M | 0.01% | +312,698+3.7% | Added |
| JB Investments Management, LLC | 4,911,144 | $121.0M | 6.18% | +156,557+3.3% | Added |
| Dimensional Fund Advisors LP | 3,662,099 | $90.2M | 0.03% | +698,537+23.6% | Added |
| Charles Schwab Investment Management Inc | 3,274,018 | $80.6M | 0.03% | −278,069−7.8% | Reduced |
| Goldman Sachs Group Inc | 2,623,400 | $64.6M | 0.02% | +726,184+38.3% | Added |
| D. E. Shaw & Co., Inc. | 2,288,531 | $56.4M | 0.06% | +643,328+39.1% | Added |
| Russell Investments Group, Ltd. | 2,176,422 | $53.6M | 0.09% | +706,525+48.1% | Added |
| Geode Capital Management, LLC | 2,172,700 | $53.5M | 0.01% | +92,950+4.5% | Added |
| Invesco Ltd. | 1,679,605 | $41.4M | 0.01% | +202,958+13.7% | Added |
| Maple Rock Capital Partners Inc. | 1,651,813 | $40.7M | 6.12% | −5,689,187−77.5% | Reduced |
| Two Sigma Advisers, LP | 1,576,702 | $38.8M | 0.10% | −308,100−16.3% | Reduced |
| Loomis Sayles & Co L P | 1,551,312 | $38.2M | 0.05% | +1,551,312 | New |
| Northern Trust Corp | 1,527,923 | $37.6M | 0.01% | +293,814+23.8% | Added |
| Parametric Portfolio Associates LLC | 1,475,793 | $36.3M | 0.02% | −578,344−28.2% | Reduced |
| Bank of New York Mellon Corp | 1,304,013 | $32.1M | 0.01% | −11,166−0.8% | Reduced |
| Two Sigma Investments, LP | 1,210,921 | $29.8M | 0.08% | +4,054+0.3% | Added |
| BNP Paribas Arbitrage, SA | 1,192,635 | $29.4M | 0.06% | +475,648+66.3% | Added |
| Slate Path Capital LP | 1,180,000 | $29.1M | 1.62% | −390,000−24.8% | Reduced |
| Nuveen Asset Management, LLC | 1,139,342 | $28.1M | 0.01% | −45,350−3.8% | Reduced |
| UBS Group AG | 996,055 | $24.5M | 0.01% | +653,558+190.8% | Added |
| Bank of America Corp | 935,957 | $23.1M | 0.00% | +26,705+2.9% | Added |
| Telemark Asset Management, LLC | 900,000 | $22.2M | 1.77% | +900,000 | New |
| Millennium Management LLC | 892,088 | $22.0M | 0.03% | +291,063+48.4% | Added |
| Morgan Stanley | 781,899 | $19.3M | 0.00% | −482,764−38.2% | Reduced |
| Principal Financial Group Inc | 771,302 | $19.0M | 0.01% | +26,224+3.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 731,492 | $18.0M | 0.09% | +86,200+13.4% | Added |
| Voloridge Investment Management, LLC | 717,483 | $17.7M | 0.12% | −115,165−13.8% | Reduced |
| Advisory Research Inc | 708,696 | $17.5M | 1.15% | −162,859−18.7% | Reduced |
| Edgestream Partners, L.P. | 708,149 | $17.4M | 1.03% | −259,262−26.8% | Reduced |
| Barclays PLC | 648,713 | $16.0M | 0.01% | +53,806+9.0% | Added |
| Panagora Asset Management Inc | 610,452 | $15.0M | 0.08% | −47,682−7.2% | Reduced |
| Bridgeway Capital Management, LLC | 606,500 | $14.9M | 0.27% | +219,900+56.9% | Added |
| Deutsche Bank AG | 582,432 | $14.3M | 0.01% | −765,657−56.8% | Reduced |
| First Trust Advisors LP | 567,798 | $14.0M | 0.02% | +90,831+19.0% | Added |
| Ameriprise Financial Inc | 528,956 | $13.0M | 0.00% | +5,584+1.1% | Added |
| SIR Capital Management, L.P. | 517,700 | $12.8M | 1.89% | +517,700 | New |
| Citigroup Inc | 501,279 | $12.3M | 0.01% | +31,303+6.7% | Added |
| Rhumbline Advisers | 462,095 | $11.4M | 0.01% | −1090.0% | Reduced |
| Bank of Montreal | 440,092 | $10.6M | 0.01% | +144,777+49.0% | Added |
| Legal & General Group Plc | 413,715 | $10.2M | 0.00% | −100,233−19.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 412,468 | $10.2M | 0.19% | 00.0% | Unchanged |
| Hill City Capital, LP | 400,000 | $9.85M | 2.99% | −150,000−27.3% | Reduced |
| Driehaus Capital Management LLC | 395,083 | $9.73M | 0.13% | +395,083 | New |
| Thrivent Financial for Lutherans | 386,978 | $9.53M | 0.02% | +291,724+306.3% | Added |
| American Century Companies Inc | 370,995 | $9.14M | 0.01% | +122,720+49.4% | Added |
| Rafferty Asset Management, LLC | 369,021 | $9.09M | 0.06% | +369,021 | New |
| Cubist Systematic Strategies, LLC | 332,992 | $8.20M | 0.09% | +189,020+131.3% | Added |
| Credit Suisse AG | 340,104 | $8.19M | 0.01% | +33,979+11.1% | Added |
| Adage Capital Partners GP, L.L.C. | 318,549 | $7.85M | 0.02% | +318,549 | New |
| Canada Pension Plan Investment Board | 251,000 | $6.18M | 0.01% | −5,935−2.3% | Reduced |
| Putnam Investments LLC | 249,900 | $6.16M | 0.01% | +84,700+51.3% | Added |
| Swiss National Bank | 240,300 | $5.92M | 0.00% | +240,300 | New |
| Public Sector Pension Investment Board | 223,856 | $5.51M | 0.03% | +4,160+1.9% | Added |
| FMR LLC | 222,230 | $5.47M | 0.00% | +222,219+2,020,172.7% | Added |
| Citadel Advisors LLC | 220,699 | $5.44M | 0.01% | +96,934+78.3% | Added |
| Wellington Management Group LLP | 216,847 | $5.34M | 0.00% | +193,696+836.7% | Added |
| Hodges Capital Management Inc. | 210,091 | $5.17M | 0.58% | +210,091 | New |
| JPMorgan Chase & Co | 207,547 | $5.11M | 0.00% | −57,998−21.8% | Reduced |
| Evoke Wealth, LLC | 201,135 | $4.95M | 0.19% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 194,000 | $4.78M | 0.99% | −20,000−9.3% | Reduced |
| Lasry Marc | 193,002 | $4.75M | 2.19% | +193,002 | New |
| HSBC Holdings PLC | 187,977 | $4.58M | 0.01% | +138,801+282.3% | Added |
| Alliancebernstein L.P. | 179,058 | $4.41M | 0.00% | +13,245+8.0% | Added |
| Oslo Asset Management AS | 176,108 | $4.34M | 6.83% | −50,000−22.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 161,228 | $3.97M | 0.02% | +161,228 | New |
| California State Teachers Retirement System | 160,651 | $3.96M | 0.00% | −11,458−6.7% | Reduced |
| New York State Teachers Retirement System | 159,011 | $3.92M | 0.01% | −7,800−4.7% | Reduced |
| Wells Fargo & Company | 148,356 | $3.65M | 0.00% | −558,533−79.0% | Reduced |
| Boston Partners | 141,938 | $3.50M | 0.00% | −16,432−10.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 140,416 | $3.46M | 0.02% | −234,848−62.6% | Reduced |
| Nisa Investment Advisors, LLC | 139,360 | $3.43M | 0.02% | −13,840−9.0% | Reduced |
| State of New Jersey Common Pension Fund D | 134,323 | $3.31M | 0.01% | +134,323 | New |
| Winton Group Ltd | 133,541 | $3.29M | 0.18% | +18,462+16.0% | Added |
| 1492 Capital Management LLC | 132,283 | $3.26M | 1.69% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 122,600 | $3.02M | 0.43% | −164,540−57.3% | Reduced |
| UBS Asset Management Americas Inc | 122,306 | $3.01M | 0.00% | +80,205+190.5% | Added |
| Prudential Financial Inc | 118,971 | $2.93M | 0.00% | −3,551−2.9% | Reduced |
| Susquehanna International Group, LLP | 115,561 | $2.85M | 0.00% | +77,679+205.1% | Added |
| Teacher Retirement System of Texas | 114,998 | $2.83M | 0.02% | +23,826+26.1% | Added |
| AQR Capital Management LLC | 114,774 | $2.83M | 0.00% | −23,857−17.2% | Reduced |
| Royal Bank of Canada | 110,579 | $2.72M | 0.00% | +52,390+90.0% | Added |
| Stifel Financial Corp | 107,511 | $2.65M | 0.00% | −643−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 106,600 | $2.63M | 0.01% | −114,700−51.8% | Reduced |
| Gotham Asset Management, LLC | 105,698 | $2.60M | 0.11% | −1,974−1.8% | Reduced |
| New York State Common Retirement Fund | 103,982 | $2.56M | 0.00% | +882+0.9% | Added |
| Ensign Peak Advisors, Inc | 96,800 | $2.38M | 0.00% | +24,700+34.3% | Added |
| Great West Life Assurance Co | 96,712 | $2.38M | 0.01% | +8,233+9.3% | Added |
| Arrowstreet Capital, Limited Partnership | 86,150 | $2.12M | 0.00% | −122,177−58.6% | Reduced |
| Mercer Global Advisors Inc | 85,222 | $2.10M | 0.02% | −3,487−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,072 | $2.07M | 0.02% | +1,777+2.2% | Added |
| EAM Investors, LLC | 83,977 | $2.07M | 0.32% | −4,542−5.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 82,000 | $2.02M | 0.05% | +82,000 | New |
| PEAK6 Investments LLC | 81,800 | $2.02M | 0.05% | +81,800 | New |
| Texas Permanent School Fund | 81,641 | $2.01M | 0.02% | +1,919+2.4% | Added |
| Guggenheim Capital LLC | 78,206 | $1.93M | 0.01% | +32,959+72.8% | Added |
| State of Alaska, Department of Revenue | 75,808 | $1.87M | 0.02% | +3,751+5.2% | Added |
| Voya Investment Management LLC | 75,273 | $1.85M | 0.00% | +8,907+13.4% | Added |
| Tudor Investment Corp Et Al | 75,121 | $1.85M | 0.04% | +75,121 | New |