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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 39 | $1.00K | 0.00% | +39 | New |
| Column Capital Advisors, LLC | 59 | $1.00K | 0.00% | +59 | New |
| Cordasco Financial Network | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 93 | $2.00K | 0.00% | +93 | New |
| O'Shaughnessy Asset Management, LLC | 132 | $3.00K | 0.00% | +72+120.0% | Added |
| Larson Financial Group LLC | 130 | $3.00K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 144 | $4.00K | 0.00% | +144 | New |
| Berman Capital Advisors, LLC | 266 | $6.00K | 0.00% | +76+40.0% | Added |
| Anchor Investment Management, LLC | 273 | $6.72K | 0.00% | +273 | New |
| Glassman Wealth Services | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 335 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 402 | $10.0K | 0.00% | +380+1,727.3% | Added |
| Newbridge Financial Services Group, Inc. | 466 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 440 | $11.0K | 0.00% | +440 | New |
| Raffa Wealth Management, LLC | 448 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 659 | $16.0K | 0.00% | −25,632−97.5% | Reduced |
| Harbour Investments, Inc. | 700 | $17.0K | 0.00% | +700 | New |
| Firestone Capital Management | 725 | $18.0K | 0.01% | −1,275−63.7% | Reduced |
| Dark Forest Capital Management LP | 732 | $18.0K | 0.01% | +732 | New |
| Bartlett & Co. LLC | 1,400 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $34.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,500 | $37.0K | 0.01% | +1,500 | New |
| Spire Wealth Management | 1,490 | $37.0K | 0.00% | +1,490 | New |
| Versant Capital Management, Inc | 1,653 | $41.0K | 0.02% | +755+84.1% | Added |
| Sutton Wealth Advisors Inc. | 1,717 | $42.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,761 | $43.0K | 0.00% | +1,761 | New |
| Systematic Alpha Investments, LLC | 3,200 | $60.0K | 0.00% | +3,200 | New |
| Rockefeller Capital Management L.P. | 2,914 | $71.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,050 | $75.0K | 0.01% | −900−22.8% | Reduced |
| KBC Group NV | 3,133 | $77.0K | 0.00% | +3,133 | New |
| Meeder Asset Management Inc | 3,855 | $95.0K | 0.00% | +357+10.2% | Added |
| Captrust Financial Advisors | 4,268 | $105.0K | 0.00% | −1,502−26.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,409 | $110.0K | 0.00% | +1,123+34.2% | Added |
| Tower Research Capital LLC (TRC) | 5,027 | $124.0K | 0.00% | −16,593−76.7% | Reduced |
| Eaton Vance Management | 6,580 | $163.0K | 0.00% | −17,123−72.2% | Reduced |
| Ellevest, Inc. | 6,720 | $166.0K | 0.02% | −3,203−32.3% | Reduced |
| FORA Capital, LLC | 6,829 | $168.0K | 0.03% | +6,829 | New |
| Alpha Paradigm Partners, LLC | 6,813 | $168.0K | 0.06% | +6,813 | New |
| Public Employees Retirement Association of Colorado | 7,457 | $184.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8,000 | $197.0K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 8,100 | $199.0K | 0.00% | +8,100 | New |
| King Luther Capital Management Corp | 8,804 | $217.0K | 0.00% | −2,500−22.1% | Reduced |
| Quantamental Technologies LLC | 8,969 | $221.0K | 0.20% | +8,969 | New |
| Ameritas Investment Partners, Inc. | 9,284 | $229.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,705 | $239.0K | 0.04% | −5,672−36.9% | Reduced |
| SG Americas Securities, LLC | 10,005 | $246.0K | 0.00% | −41,033−80.4% | Reduced |
| Beaton Management Co. Inc. | 10,000 | $246.0K | 0.16% | +10,000 | New |
| Ironwood Investment Management LLC | 10,119 | $249.0K | 0.13% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,169 | $275.0K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 11,432 | $282.0K | 0.12% | +11,432 | New |
| Cipher Capital LP | 11,434 | $282.0K | 0.16% | +11,434 | New |
| Leonteq Securities AG | 11,785 | $290.3K | 0.02% | +11,785 | New |
| Allied Investment Advisors, LLC | 11,950 | $294.0K | 0.11% | −30−0.3% | Reduced |
| Fox Run Management, L.L.C. | 12,234 | $301.0K | 0.27% | +12,234 | New |
| Seven Eight Capital, LP | 12,593 | $310.0K | 0.04% | +12,593 | New |
| CIBC Asset Management Inc | 12,624 | $311.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 14,000 | $345.0K | 0.00% | +14,000 | New |
| Shell Asset Management Co | 14,269 | $351.0K | 0.01% | +14,269 | New |
| Capital Counsel LLC | 15,000 | $369.0K | 0.02% | −8,000−34.8% | Reduced |
| Profund Advisors LLC | 15,126 | $371.0K | 0.01% | +1,140+8.2% | Added |
| Mutual of America Capital Management LLC | 15,575 | $384.0K | 0.00% | +1,324+9.3% | Added |
| State of Wisconsin Investment Board | 15,800 | $389.0K | 0.00% | −3,800−19.4% | Reduced |
| Crossmark Global Holdings, Inc. | 15,840 | $390.0K | 0.01% | −500−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,623 | $409.0K | 0.00% | +16,623 | New |
| CFM Wealth Partners LLC | 18,205 | $448.0K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 18,216 | $449.0K | 0.06% | +552+3.1% | Added |
| Teza Capital Management LLC | 18,433 | $454.0K | 0.07% | +18,433 | New |
| Diversified Trust Co | 18,933 | $466.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,940 | $491.0K | 0.00% | −3,960−16.6% | Reduced |
| Raymond James & Associates | 20,645 | $508.0K | 0.00% | +20,645 | New |
| Bluestein R H & Co | 21,100 | $520.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 22,075 | $544.0K | 0.09% | +22,075 | New |
| Cerity Partners LLC | 22,227 | $547.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 22,351 | $551.0K | 0.01% | +22,351 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,800 | $586.0K | 0.01% | −23,000−49.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,854 | $588.0K | 0.00% | +23,854 | New |
| Victory Capital Management Inc | 27,110 | $668.0K | 0.00% | +12,383+84.1% | Added |
| DuPont Capital Management Corp | 27,411 | $675.0K | 0.02% | +27,411 | New |
| Bailard, Inc. | 28,600 | $704.0K | 0.02% | −11,600−28.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,400 | $724.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 29,631 | $730.0K | 0.01% | +29,631 | New |
| Metropolitan Life Insurance Co | 31,338 | $771.9K | 0.01% | +2,003+6.8% | Added |
| Waldron Private Wealth LLC | 32,318 | $795.0K | 0.05% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 32,874 | $810.0K | 0.05% | +19+0.1% | Added |
| ProShare Advisors LLC | 33,311 | $820.0K | 0.00% | −392−1.2% | Reduced |
| Quantbot Technologies LP | 34,023 | $837.0K | 0.07% | +34,023 | New |
| Squarepoint Ops LLC | 34,646 | $853.0K | 0.01% | +34,646 | New |
| Bryn Mawr Trust Co | 35,563 | $876.0K | 0.03% | −6,595−15.6% | Reduced |
| Sippican Capital Advisors | 35,750 | $881.0K | 0.77% | −1,500−4.0% | Reduced |
| AXA S.A. | 37,800 | $931.0K | 0.00% | +37,800 | New |
| CoreCommodity Management, LLC | 37,909 | $934.0K | 0.29% | +37,909 | New |
| TCI Wealth Advisors, Inc. | 39,071 | $962.0K | 0.17% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 41,780 | $1.03M | 0.00% | +40,218+2,574.8% | Added |
| Oregon Public Employees Retirement Fund | 43,366 | $1.07M | 0.01% | +436+1.0% | Added |