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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 43,802 | $1.08M | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 43,811 | $1.08M | 0.04% | +14,337+48.6% | Added |
| Allianz Asset Management GmbH | 44,037 | $1.08M | 0.00% | +1,145+2.7% | Added |
| Kore Private Wealth LLC | 45,212 | $1.11M | 0.13% | +215+0.5% | Added |
| Engineers Gate Manager LP | 45,621 | $1.12M | 0.07% | −25,764−36.1% | Reduced |
| SEI Investments Co | 46,154 | $1.14M | 0.00% | +46,154 | New |
| Public Employees Retirement System of Ohio | 46,772 | $1.15M | 0.00% | −31,872−40.5% | Reduced |
| ExodusPoint Capital Management, LP | 49,011 | $1.21M | 0.02% | +49,011 | New |
| Louisiana State Employees Retirement System | 49,400 | $1.22M | 0.03% | +900+1.9% | Added |
| US Bancorp | 49,618 | $1.22M | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 49,900 | $1.23M | 0.03% | +49,900 | New |
| IPG Investment Advisors LLC | 50,000 | $1.23M | 0.36% | +50,000 | New |
| State Board of Administration of Florida Retirement System | 52,431 | $1.29M | 0.00% | +8,340+18.9% | Added |
| Prelude Capital Management, LLC | 53,018 | $1.31M | 0.07% | +53,018 | New |
| Amalgamated Bank | 54,027 | $1.33M | 0.01% | +54,027 | New |
| Creative Planning | 55,594 | $1.37M | 0.00% | −62,700−53.0% | Reduced |
| Truist Financial Corp | 56,385 | $1.39M | 0.00% | −7,079−11.2% | Reduced |
| State of Tennessee, Treasury Department | 58,524 | $1.44M | 0.01% | −4,551−7.2% | Reduced |
| Price T Rowe Associates Inc | 60,512 | $1.49M | 0.00% | +7,541+14.2% | Added |
| Marshall Wace, LLP | 63,614 | $1.57M | 0.01% | +63,614 | New |
| Comerica Bank | 102,738 | $1.57M | 0.01% | −5,344−4.9% | Reduced |
| Assenagon Asset Management S.A. | 63,894 | $1.57M | 0.01% | +63,894 | New |
| Manufacturers Life Insurance Company, The | 65,138 | $1.60M | 0.00% | +1,065+1.7% | Added |
| Capital Fund Management S.A. | 71,378 | $1.76M | 0.05% | +55,836+359.3% | Added |
| Wolverine Asset Management LLC | 74,168 | $1.83M | 0.02% | −28,888−28.0% | Reduced |
| American International Group, Inc. | 75,091 | $1.85M | 0.01% | −298−0.4% | Reduced |
| Tudor Investment Corp Et Al | 75,121 | $1.85M | 0.04% | +75,121 | New |
| Voya Investment Management LLC | 75,273 | $1.85M | 0.00% | +8,907+13.4% | Added |
| State of Alaska, Department of Revenue | 75,808 | $1.87M | 0.02% | +3,751+5.2% | Added |
| Guggenheim Capital LLC | 78,206 | $1.93M | 0.01% | +32,959+72.8% | Added |
| Texas Permanent School Fund | 81,641 | $2.01M | 0.02% | +1,919+2.4% | Added |
| PEAK6 Investments LLC | 81,800 | $2.02M | 0.05% | +81,800 | New |
| Weiss Multi-Strategy Advisers LLC | 82,000 | $2.02M | 0.05% | +82,000 | New |
| EAM Investors, LLC | 83,977 | $2.07M | 0.32% | −4,542−5.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,072 | $2.07M | 0.02% | +1,777+2.2% | Added |
| Mercer Global Advisors Inc | 85,222 | $2.10M | 0.02% | −3,487−3.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 86,150 | $2.12M | 0.00% | −122,177−58.6% | Reduced |
| Great West Life Assurance Co | 96,712 | $2.38M | 0.01% | +8,233+9.3% | Added |
| Ensign Peak Advisors, Inc | 96,800 | $2.38M | 0.00% | +24,700+34.3% | Added |
| New York State Common Retirement Fund | 103,982 | $2.56M | 0.00% | +882+0.9% | Added |
| Gotham Asset Management, LLC | 105,698 | $2.60M | 0.11% | −1,974−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 106,600 | $2.63M | 0.01% | −114,700−51.8% | Reduced |
| Stifel Financial Corp | 107,511 | $2.65M | 0.00% | −643−0.6% | Reduced |
| Royal Bank of Canada | 110,579 | $2.72M | 0.00% | +52,390+90.0% | Added |
| AQR Capital Management LLC | 114,774 | $2.83M | 0.00% | −23,857−17.2% | Reduced |
| Teacher Retirement System of Texas | 114,998 | $2.83M | 0.02% | +23,826+26.1% | Added |
| Susquehanna International Group, LLP | 115,561 | $2.85M | 0.00% | +77,679+205.1% | Added |
| Prudential Financial Inc | 118,971 | $2.93M | 0.00% | −3,551−2.9% | Reduced |
| UBS Asset Management Americas Inc | 122,306 | $3.01M | 0.00% | +80,205+190.5% | Added |
| Monarch Partners Asset Management LLC | 122,600 | $3.02M | 0.43% | −164,540−57.3% | Reduced |
| 1492 Capital Management LLC | 132,283 | $3.26M | 1.69% | 00.0% | Unchanged |
| Winton Group Ltd | 133,541 | $3.29M | 0.18% | +18,462+16.0% | Added |
| State of New Jersey Common Pension Fund D | 134,323 | $3.31M | 0.01% | +134,323 | New |
| Nisa Investment Advisors, LLC | 139,360 | $3.43M | 0.02% | −13,840−9.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 140,416 | $3.46M | 0.02% | −234,848−62.6% | Reduced |
| Boston Partners | 141,938 | $3.50M | 0.00% | −16,432−10.4% | Reduced |
| Wells Fargo & Company | 148,356 | $3.65M | 0.00% | −558,533−79.0% | Reduced |
| New York State Teachers Retirement System | 159,011 | $3.92M | 0.01% | −7,800−4.7% | Reduced |
| California State Teachers Retirement System | 160,651 | $3.96M | 0.00% | −11,458−6.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 161,228 | $3.97M | 0.02% | +161,228 | New |
| Oslo Asset Management AS | 176,108 | $4.34M | 6.83% | −50,000−22.1% | Reduced |
| Alliancebernstein L.P. | 179,058 | $4.41M | 0.00% | +13,245+8.0% | Added |
| HSBC Holdings PLC | 187,977 | $4.58M | 0.01% | +138,801+282.3% | Added |
| Lasry Marc | 193,002 | $4.75M | 2.19% | +193,002 | New |
| Hussman Strategic Advisors, Inc. | 194,000 | $4.78M | 0.99% | −20,000−9.3% | Reduced |
| Evoke Wealth, LLC | 201,135 | $4.95M | 0.19% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 207,547 | $5.11M | 0.00% | −57,998−21.8% | Reduced |
| Hodges Capital Management Inc. | 210,091 | $5.17M | 0.58% | +210,091 | New |
| Wellington Management Group LLP | 216,847 | $5.34M | 0.00% | +193,696+836.7% | Added |
| Citadel Advisors LLC | 220,699 | $5.44M | 0.01% | +96,934+78.3% | Added |
| FMR LLC | 222,230 | $5.47M | 0.00% | +222,219+2,020,172.7% | Added |
| Public Sector Pension Investment Board | 223,856 | $5.51M | 0.03% | +4,160+1.9% | Added |
| Swiss National Bank | 240,300 | $5.92M | 0.00% | +240,300 | New |
| Putnam Investments LLC | 249,900 | $6.16M | 0.01% | +84,700+51.3% | Added |
| Canada Pension Plan Investment Board | 251,000 | $6.18M | 0.01% | −5,935−2.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 318,549 | $7.85M | 0.02% | +318,549 | New |
| Credit Suisse AG | 340,104 | $8.19M | 0.01% | +33,979+11.1% | Added |
| Cubist Systematic Strategies, LLC | 332,992 | $8.20M | 0.09% | +189,020+131.3% | Added |
| Rafferty Asset Management, LLC | 369,021 | $9.09M | 0.06% | +369,021 | New |
| American Century Companies Inc | 370,995 | $9.14M | 0.01% | +122,720+49.4% | Added |
| Thrivent Financial for Lutherans | 386,978 | $9.53M | 0.02% | +291,724+306.3% | Added |
| Driehaus Capital Management LLC | 395,083 | $9.73M | 0.13% | +395,083 | New |
| Hill City Capital, LP | 400,000 | $9.85M | 2.99% | −150,000−27.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 412,468 | $10.2M | 0.19% | 00.0% | Unchanged |
| Legal & General Group Plc | 413,715 | $10.2M | 0.00% | −100,233−19.5% | Reduced |
| Bank of Montreal | 440,092 | $10.6M | 0.01% | +144,777+49.0% | Added |
| Rhumbline Advisers | 462,095 | $11.4M | 0.01% | −1090.0% | Reduced |
| Citigroup Inc | 501,279 | $12.3M | 0.01% | +31,303+6.7% | Added |
| SIR Capital Management, L.P. | 517,700 | $12.8M | 1.89% | +517,700 | New |
| Ameriprise Financial Inc | 528,956 | $13.0M | 0.00% | +5,584+1.1% | Added |
| First Trust Advisors LP | 567,798 | $14.0M | 0.02% | +90,831+19.0% | Added |
| Deutsche Bank AG | 582,432 | $14.3M | 0.01% | −765,657−56.8% | Reduced |
| Bridgeway Capital Management, LLC | 606,500 | $14.9M | 0.27% | +219,900+56.9% | Added |
| Panagora Asset Management Inc | 610,452 | $15.0M | 0.08% | −47,682−7.2% | Reduced |
| Barclays PLC | 648,713 | $16.0M | 0.01% | +53,806+9.0% | Added |
| Edgestream Partners, L.P. | 708,149 | $17.4M | 1.03% | −259,262−26.8% | Reduced |
| Advisory Research Inc | 708,696 | $17.5M | 1.15% | −162,859−18.7% | Reduced |
| Voloridge Investment Management, LLC | 717,483 | $17.7M | 0.12% | −115,165−13.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 731,492 | $18.0M | 0.09% | +86,200+13.4% | Added |
| Principal Financial Group Inc | 771,302 | $19.0M | 0.01% | +26,224+3.5% | Added |