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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 1,400 | $34.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 700 | $17.0K | 0.00% | +700 | New |
| Walleye Trading LLC | 659 | $16.0K | 0.00% | −25,632−97.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 448 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 466 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 440 | $11.0K | 0.00% | +440 | New |
| Quadrant Capital Group LLC | 402 | $10.0K | 0.00% | +380+1,727.3% | Added |
| Geneos Wealth Management Inc. | 335 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 273 | $6.72K | 0.00% | +273 | New |
| Berman Capital Advisors, LLC | 266 | $6.00K | 0.00% | +76+40.0% | Added |
| Parkside Financial Bank & Trust | 144 | $4.00K | 0.00% | +144 | 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 |
| 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 |
| 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 |
| NEXT Financial Group, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| EnCap Energy Capital Fund IX, L.P. | 0 | $0 | 0.00% | −1,026,600−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −232,200−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −152,086−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −124,543−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −110,200−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −72,076−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −39,819−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −18,763−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −19,285−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,423−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,807−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |