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, Q3 2021
Institutional positions in SM Energy Co as of Sep 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
- 238
- +13 vs. Q2 2021
- Shares held
- 103.8M
- +921.8K (+0.9%) vs. Q2 2021
- Total value
- $2.74B
- +$206.3M (+8.1%) vs. Q2 2021
- New holders
- 39
- 79 more added
- Sold out
- 26
- 82 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,494,952 | $514.3M | 0.01% | −823,587−4.1% | Reduced |
| Vanguard Group Inc | 11,289,871 | $297.8M | 0.01% | +1,031,139+10.1% | Added |
| State Street Corp | 8,167,587 | $215.5M | 0.01% | −570,166−6.5% | Reduced |
| JB Investments Management, LLC | 5,003,718 | $132.0M | 6.58% | +92,574+1.9% | Added |
| Dimensional Fund Advisors LP | 3,642,305 | $96.1M | 0.03% | −19,794−0.5% | Reduced |
| Goldman Sachs Group Inc | 3,470,999 | $91.6M | 0.02% | +847,599+32.3% | Added |
| Russell Investments Group, Ltd. | 2,532,927 | $66.8M | 0.11% | +356,505+16.4% | Added |
| Charles Schwab Investment Management Inc | 2,384,488 | $62.9M | 0.02% | −889,530−27.2% | Reduced |
| Millennium Management LLC | 2,200,029 | $58.0M | 0.08% | +1,307,941+146.6% | Added |
| D. E. Shaw & Co., Inc. | 2,190,377 | $57.8M | 0.07% | −98,154−4.3% | Reduced |
| Geode Capital Management, LLC | 2,143,913 | $56.6M | 0.01% | −28,787−1.3% | Reduced |
| Two Sigma Advisers, LP | 1,784,202 | $47.1M | 0.12% | +207,500+13.2% | Added |
| Bank of New York Mellon Corp | 1,351,349 | $35.6M | 0.01% | +47,336+3.6% | Added |
| Northern Trust Corp | 1,272,481 | $33.6M | 0.01% | −255,442−16.7% | Reduced |
| Two Sigma Investments, LP | 1,239,425 | $32.7M | 0.09% | +28,504+2.4% | Added |
| Invesco Ltd. | 1,233,654 | $32.5M | 0.01% | −445,951−26.6% | Reduced |
| Slate Path Capital LP | 1,180,000 | $31.1M | 1.42% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 1,082,184 | $28.5M | 0.01% | −57,158−5.0% | Reduced |
| Advisory Research Inc | 1,063,850 | $28.1M | 1.80% | +355,154+50.1% | Added |
| Arrowstreet Capital, Limited Partnership | 978,464 | $25.8M | 0.03% | +892,314+1,035.8% | Added |
| Principal Financial Group Inc | 836,707 | $22.1M | 0.01% | +65,405+8.5% | Added |
| Ameriprise Financial Inc | 810,655 | $21.4M | 0.01% | +281,699+53.3% | Added |
| Telemark Asset Management, LLC | 800,000 | $21.1M | 1.53% | −100,000−11.1% | Reduced |
| Allianz Asset Management GmbH | 792,837 | $20.9M | 0.02% | +748,800+1,700.4% | Added |
| Bank of America Corp | 789,372 | $20.8M | 0.00% | −146,585−15.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 780,797 | $20.6M | 0.04% | +462,248+145.1% | Added |
| Voloridge Investment Management, LLC | 699,431 | $18.5M | 0.12% | −18,052−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 642,900 | $17.0M | 0.32% | +36,400+6.0% | Added |
| BNP Paribas Arbitrage, SA | 623,124 | $16.4M | 0.04% | −569,511−47.8% | Reduced |
| Great Lakes Advisors, LLC | 621,977 | $16.4M | 0.26% | +621,977 | New |
| Panagora Asset Management Inc | 610,334 | $16.1M | 0.09% | −1180.0% | Reduced |
| Barclays PLC | 591,856 | $15.6M | 0.01% | −56,857−8.8% | Reduced |
| UBS Group AG | 587,328 | $15.5M | 0.01% | −408,727−41.0% | Reduced |
| Deutsche Bank AG | 586,080 | $15.5M | 0.01% | +3,648+0.6% | Added |
| Hill City Capital, LP | 580,000 | $15.3M | 3.88% | +180,000+45.0% | Added |
| Point72 Asset Management, L.P. | 573,643 | $15.1M | 0.07% | +573,643 | New |
| Hodges Capital Management Inc. | 543,573 | $14.3M | 1.06% | +333,482+158.7% | Added |
| Morgan Stanley | 533,371 | $14.1M | 0.00% | −248,528−31.8% | Reduced |
| First Trust Advisors LP | 521,241 | $13.8M | 0.01% | −46,557−8.2% | Reduced |
| Parametric Portfolio Associates LLC | 513,949 | $13.6M | 0.01% | −961,844−65.2% | Reduced |
| Loomis Sayles & Co L P | 500,000 | $13.2M | 0.02% | −1,051,312−67.8% | Reduced |
| Aventail Capital Group, LP | 489,991 | $12.9M | 3.80% | +489,991 | New |
| Bank of Montreal | 471,555 | $12.5M | 0.01% | +31,463+7.1% | Added |
| Edgestream Partners, L.P. | 459,058 | $12.1M | 0.75% | −249,091−35.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 454,392 | $12.0M | 0.06% | −277,100−37.9% | Reduced |
| American Century Companies Inc | 443,686 | $11.7M | 0.01% | +72,691+19.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 440,655 | $11.6M | 0.06% | +279,427+173.3% | Added |
| Rhumbline Advisers | 430,584 | $11.4M | 0.02% | −31,511−6.8% | Reduced |
| Citadel Advisors LLC | 428,034 | $11.3M | 0.01% | +207,335+93.9% | Added |
| Susquehanna Fundamental Investments, LLC | 412,468 | $10.9M | 0.20% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 394,197 | $10.4M | 0.02% | +7,219+1.9% | Added |
| Wellington Management Group LLP | 365,064 | $9.63M | 0.00% | +148,217+68.4% | Added |
| Citigroup Inc | 363,756 | $9.60M | 0.01% | −137,523−27.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 350,000 | $9.23M | 0.02% | +243,400+228.3% | Added |
| Legal & General Group Plc | 346,879 | $9.15M | 0.00% | −66,836−16.2% | Reduced |
| HITE Hedge Asset Management LLC | 343,815 | $9.07M | 1.14% | +343,815 | New |
| Rafferty Asset Management, LLC | 341,833 | $9.02M | 0.06% | −27,188−7.4% | Reduced |
| Cubist Systematic Strategies, LLC | 315,226 | $8.32M | 0.10% | −17,766−5.3% | Reduced |
| SIR Capital Management, L.P. | 292,439 | $7.71M | 1.13% | −225,261−43.5% | Reduced |
| Credit Suisse AG | 276,378 | $7.29M | 0.01% | −63,726−18.7% | Reduced |
| Putnam Investments LLC | 270,740 | $7.14M | 0.01% | +20,840+8.3% | Added |
| Balyasny Asset Management LLC | 257,322 | $6.79M | 0.03% | +257,322 | New |
| FMR LLC | 256,866 | $6.78M | 0.00% | +34,636+15.6% | Added |
| Canada Pension Plan Investment Board | 253,200 | $6.68M | 0.01% | +2,200+0.9% | Added |
| Monarch Partners Asset Management LLC | 249,163 | $6.57M | 0.96% | +126,563+103.2% | Added |
| Swiss National Bank | 247,300 | $6.52M | 0.00% | +7,000+2.9% | Added |
| Public Sector Pension Investment Board | 244,936 | $6.46M | 0.04% | +21,080+9.4% | Added |
| Hillsdale Investment Management Inc. | 238,100 | $6.28M | 0.48% | +238,100 | New |
| Evoke Wealth, LLC | 201,135 | $5.30M | 0.20% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 194,000 | $5.12M | 1.13% | 00.0% | Unchanged |
| Oslo Asset Management AS | 176,108 | $4.65M | 7.21% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 174,068 | $4.59M | 0.00% | −4,990−2.8% | Reduced |
| New York State Teachers Retirement System | 161,011 | $4.25M | 0.01% | +2,000+1.3% | Added |
| Mariner, LLC | 159,619 | $4.21M | 0.02% | +159,619 | New |
| California State Teachers Retirement System | 156,416 | $4.13M | 0.01% | −4,235−2.6% | Reduced |
| Paloma Partners Management Co | 154,107 | $4.07M | 0.18% | +104,207+208.8% | Added |
| AQR Capital Management LLC | 140,810 | $3.71M | 0.01% | +26,036+22.7% | Added |
| Boston Partners | 140,569 | $3.71M | 0.00% | −1,369−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 139,360 | $3.68M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 136,642 | $3.60M | 0.02% | +126,637+1,265.7% | Added |
| 1492 Capital Management LLC | 133,437 | $3.52M | 1.80% | +1,154+0.9% | Added |
| Prudential Financial Inc | 130,477 | $3.44M | 0.00% | +11,506+9.7% | Added |
| Wells Fargo & Company | 129,364 | $3.41M | 0.00% | −18,992−12.8% | Reduced |
| Comerica Bank | 109,819 | $3.38M | 0.02% | +7,081+6.9% | Added |
| Winton Group Ltd | 126,583 | $3.34M | 0.19% | −6,958−5.2% | Reduced |
| JPMorgan Chase & Co | 126,191 | $3.33M | 0.00% | −81,356−39.2% | Reduced |
| Ensign Peak Advisors, Inc | 125,800 | $3.32M | 0.01% | +29,000+30.0% | Added |
| Quantbot Technologies LP | 123,824 | $3.27M | 0.24% | +89,801+263.9% | Added |
| UBS Asset Management Americas Inc | 113,309 | $2.99M | 0.00% | −8,997−7.4% | Reduced |
| Gotham Asset Management, LLC | 110,325 | $2.91M | 0.12% | +4,627+4.4% | Added |
| Teacher Retirement System of Texas | 108,771 | $2.87M | 0.02% | −6,227−5.4% | Reduced |
| Great West Life Assurance Co | 106,874 | $2.84M | 0.01% | +10,162+10.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,912 | $2.42M | 0.03% | +7,840+9.3% | Added |
| Texas Permanent School Fund | 89,671 | $2.37M | 0.03% | +8,030+9.8% | Added |
| State of Alaska, Department of Revenue | 88,423 | $2.33M | 0.02% | +12,615+16.6% | Added |
| PEAK6 Investments LLC | 87,451 | $2.31M | 0.05% | +5,651+6.9% | Added |
| New York State Common Retirement Fund | 87,099 | $2.30M | 0.00% | −16,883−16.2% | Reduced |
| Assenagon Asset Management S.A. | 86,722 | $2.29M | 0.01% | +22,828+35.7% | Added |
| Cypress Capital Management LLC (WY) | 84,208 | $2.22M | 1.84% | +84,208 | New |
| Tudor Investment Corp Et Al | 83,984 | $2.21M | 0.05% | +8,863+11.8% | Added |