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, 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 | 499 | $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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 75,091 | $1.85M | 0.01% | −298−0.4% | Reduced |
| Wolverine Asset Management LLC | 74,168 | $1.83M | 0.02% | −28,888−28.0% | Reduced |
| Capital Fund Management S.A. | 71,378 | $1.76M | 0.05% | +55,836+359.3% | Added |
| Manufacturers Life Insurance Company, The | 65,138 | $1.60M | 0.00% | +1,065+1.7% | Added |
| Assenagon Asset Management S.A. | 63,894 | $1.57M | 0.01% | +63,894 | New |
| Comerica Bank | 102,738 | $1.57M | 0.01% | −5,344−4.9% | Reduced |
| Marshall Wace, LLP | 63,614 | $1.57M | 0.01% | +63,614 | New |
| Price T Rowe Associates Inc | 60,512 | $1.49M | 0.00% | +7,541+14.2% | Added |
| State of Tennessee, Treasury Department | 58,524 | $1.44M | 0.01% | −4,551−7.2% | Reduced |
| Truist Financial Corp | 56,385 | $1.39M | 0.00% | −7,079−11.2% | Reduced |
| Creative Planning | 55,594 | $1.37M | 0.00% | −62,700−53.0% | Reduced |
| Amalgamated Bank | 54,027 | $1.33M | 0.01% | +54,027 | New |
| Prelude Capital Management, LLC | 53,018 | $1.31M | 0.07% | +53,018 | New |
| State Board of Administration of Florida Retirement System | 52,431 | $1.29M | 0.00% | +8,340+18.9% | Added |
| IPG Investment Advisors LLC | 50,000 | $1.23M | 0.36% | +50,000 | New |
| Paloma Partners Management Co | 49,900 | $1.23M | 0.03% | +49,900 | New |
| US Bancorp | 49,618 | $1.22M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 49,400 | $1.22M | 0.03% | +900+1.9% | Added |
| ExodusPoint Capital Management, LP | 49,011 | $1.21M | 0.02% | +49,011 | New |
| Public Employees Retirement System of Ohio | 46,772 | $1.15M | 0.00% | −31,872−40.5% | Reduced |
| SEI Investments Co | 46,154 | $1.14M | 0.00% | +46,154 | New |
| Engineers Gate Manager LP | 45,621 | $1.12M | 0.07% | −25,764−36.1% | Reduced |
| Kore Private Wealth LLC | 45,212 | $1.11M | 0.13% | +215+0.5% | Added |
| Allianz Asset Management GmbH | 44,037 | $1.08M | 0.00% | +1,145+2.7% | Added |
| Quadrature Capital Ltd | 43,811 | $1.08M | 0.04% | +14,337+48.6% | Added |
| MetLife Investment Management | 43,802 | $1.08M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 43,366 | $1.07M | 0.01% | +436+1.0% | Added |
| Advisor Group Holdings, Inc. | 41,780 | $1.03M | 0.00% | +40,218+2,574.8% | Added |
| TCI Wealth Advisors, Inc. | 39,071 | $962.0K | 0.17% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 37,909 | $934.0K | 0.29% | +37,909 | New |
| AXA S.A. | 37,800 | $931.0K | 0.00% | +37,800 | New |
| Sippican Capital Advisors | 35,750 | $881.0K | 0.77% | −1,500−4.0% | Reduced |
| Bryn Mawr Trust Co | 35,563 | $876.0K | 0.03% | −6,595−15.6% | Reduced |
| Squarepoint Ops LLC | 34,646 | $853.0K | 0.01% | +34,646 | New |
| Quantbot Technologies LP | 34,023 | $837.0K | 0.07% | +34,023 | New |
| ProShare Advisors LLC | 33,311 | $820.0K | 0.00% | −392−1.2% | Reduced |
| Aj Wealth Strategies, LLC | 32,874 | $810.0K | 0.05% | +19+0.1% | Added |
| Waldron Private Wealth LLC | 32,318 | $795.0K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 31,338 | $771.9K | 0.01% | +2,003+6.8% | Added |
| Arizona State Retirement System | 29,631 | $730.0K | 0.01% | +29,631 | New |
| Teachers Retirement System of the State of Kentucky | 29,400 | $724.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 28,600 | $704.0K | 0.02% | −11,600−28.9% | Reduced |
| DuPont Capital Management Corp | 27,411 | $675.0K | 0.02% | +27,411 | New |
| Victory Capital Management Inc | 27,110 | $668.0K | 0.00% | +12,383+84.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,854 | $588.0K | 0.00% | +23,854 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,800 | $586.0K | 0.01% | −23,000−49.1% | Reduced |
| Qube Research & Technologies Ltd | 22,351 | $551.0K | 0.01% | +22,351 | New |
| Cerity Partners LLC | 22,227 | $547.0K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 22,075 | $544.0K | 0.09% | +22,075 | New |
| Bluestein R H & Co | 21,100 | $520.0K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 20,645 | $508.0K | 0.00% | +20,645 | New |
| Envestnet Asset Management Inc | 19,940 | $491.0K | 0.00% | −3,960−16.6% | Reduced |
| Diversified Trust Co | 18,933 | $466.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 18,433 | $454.0K | 0.07% | +18,433 | New |
| CWM Advisors, LLC | 18,216 | $449.0K | 0.06% | +552+3.1% | Added |
| CFM Wealth Partners LLC | 18,205 | $448.0K | 0.12% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,623 | $409.0K | 0.00% | +16,623 | New |
| Crossmark Global Holdings, Inc. | 15,840 | $390.0K | 0.01% | −500−3.1% | Reduced |
| State of Wisconsin Investment Board | 15,800 | $389.0K | 0.00% | −3,800−19.4% | Reduced |
| Mutual of America Capital Management LLC | 15,575 | $384.0K | 0.00% | +1,324+9.3% | Added |
| Profund Advisors LLC | 15,126 | $371.0K | 0.01% | +1,140+8.2% | Added |
| Capital Counsel LLC | 15,000 | $369.0K | 0.02% | −8,000−34.8% | Reduced |
| Shell Asset Management Co | 14,269 | $351.0K | 0.01% | +14,269 | New |
| Virginia Retirement Systems Et Al | 14,000 | $345.0K | 0.00% | +14,000 | New |
| CIBC Asset Management Inc | 12,624 | $311.0K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 12,593 | $310.0K | 0.04% | +12,593 | New |
| Fox Run Management, L.L.C. | 12,234 | $301.0K | 0.27% | +12,234 | New |
| Allied Investment Advisors, LLC | 11,950 | $294.0K | 0.11% | −30−0.3% | Reduced |
| Leonteq Securities AG | 11,785 | $290.3K | 0.02% | +11,785 | New |
| 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 |
| Texas Yale Capital Corp. | 11,169 | $275.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 10,119 | $249.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Occudo Quantitative Strategies LP | 9,705 | $239.0K | 0.04% | −5,672−36.9% | Reduced |
| Ameritas Investment Partners, Inc. | 9,284 | $229.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 8,969 | $221.0K | 0.20% | +8,969 | New |
| King Luther Capital Management Corp | 8,804 | $217.0K | 0.00% | −2,500−22.1% | Reduced |
| STRS Ohio | 8,100 | $199.0K | 0.00% | +8,100 | New |
| Lee Financial Co | 8,000 | $197.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,457 | $184.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 6,720 | $166.0K | 0.02% | −3,203−32.3% | Reduced |
| Eaton Vance Management | 6,580 | $163.0K | 0.00% | −17,123−72.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,027 | $124.0K | 0.00% | −16,593−76.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,409 | $110.0K | 0.00% | +1,123+34.2% | Added |
| Captrust Financial Advisors | 4,268 | $105.0K | 0.00% | −1,502−26.0% | Reduced |
| Meeder Asset Management Inc | 3,855 | $95.0K | 0.00% | +357+10.2% | Added |
| KBC Group NV | 3,133 | $77.0K | 0.00% | +3,133 | New |
| Cutler Group LP | 3,050 | $75.0K | 0.01% | −900−22.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,914 | $71.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,200 | $60.0K | 0.00% | +3,200 | New |
| Fifth Third Bancorp | 1,761 | $43.0K | 0.00% | +1,761 | New |
| Sutton Wealth Advisors Inc. | 1,717 | $42.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,653 | $41.0K | 0.02% | +755+84.1% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 1,400 | $34.5K | 0.00% | 00.0% | Unchanged |