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, 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 | 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, 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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 44 | $1.00K | 0.00% | +5+12.8% | Added |
| Baystate Wealth Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 52 | $1.00K | 0.00% | −7−11.9% | Reduced |
| Bell Investment Advisors, Inc | 27 | $1.00K | 0.00% | +27 | New |
| Quadrant Capital Group LLC | 71 | $2.00K | 0.00% | −331−82.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80 | $2.00K | 0.00% | −52−39.4% | Reduced |
| Fieldpoint Private Securities, LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 6,301 | $5.00K | 0.00% | −279−4.2% | Reduced |
| Cutler Group LP | 200 | $5.00K | 0.00% | −2,850−93.4% | Reduced |
| Parkside Financial Bank & Trust | 197 | $5.00K | 0.00% | +53+36.8% | Added |
| Cahill Financial Advisors Inc | 238 | $6.00K | 0.00% | +238 | New |
| Parallel Advisors, LLC | 250 | $7.00K | 0.00% | +157+168.8% | Added |
| Glassman Wealth Services | 311 | $8.00K | 0.00% | +11+3.7% | Added |
| Berman Capital Advisors, LLC | 307 | $8.00K | 0.00% | +41+15.4% | Added |
| Geneos Wealth Management Inc. | 335 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 448 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 440 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 487 | $13.0K | 0.00% | −213−30.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 527 | $14.0K | 0.00% | −205−28.0% | Reduced |
| Firestone Capital Management | 725 | $18.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,482 | $23.0K | 0.00% | −40,298−96.5% | Reduced |
| Spire Wealth Management | 890 | $23.0K | 0.00% | −600−40.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $37.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,473 | $39.0K | 0.01% | −180−10.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,717 | $45.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,933 | $51.0K | 0.00% | +172+9.8% | Added |
| Rockefeller Capital Management L.P. | 2,084 | $54.0K | 0.00% | −830−28.5% | Reduced |
| Lazard Asset Management LLC | 2,269 | $59.0K | 0.00% | +2,269 | New |
| US Asset Management LLC | 2,532 | $67.0K | 0.06% | +2,532 | New |
| KBC Group NV | 3,133 | $83.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,799 | $100.0K | 0.00% | +3,799 | New |
| Systematic Alpha Investments, LLC | 3,200 | $110.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,187 | $138.0K | 0.00% | +778+17.6% | Added |
| Meeder Asset Management Inc | 6,489 | $171.0K | 0.01% | +2,634+68.3% | Added |
| Public Employees Retirement Association of Colorado | 7,457 | $197.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,700 | $203.0K | 0.00% | +7,700 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $204.0K | 0.06% | +7,720 | New |
| Mitsubishi UFJ Trust & Banking Corp | 7,900 | $208.0K | 0.00% | +7,900 | New |
| Lee Financial Co | 8,000 | $211.0K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,138 | $215.0K | 0.00% | +3,870+90.7% | Added |
| King Luther Capital Management Corp | 8,804 | $232.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 8,990 | $237.0K | 0.12% | −1,129−11.2% | Reduced |
| Algert Global LLC | 9,237 | $244.0K | 0.03% | +9,237 | New |
| Ameritas Investment Partners, Inc. | 9,284 | $245.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,668 | $255.0K | 0.02% | +2,948+43.9% | Added |
| Ethic Inc. | 9,668 | $255.0K | 0.03% | +9,668 | New |
| CWM Advisors, LLC | 9,702 | $256.0K | 0.03% | −8,514−46.7% | Reduced |
| Beaton Management Co. Inc. | 10,000 | $264.0K | 0.17% | 00.0% | Unchanged |
| Teza Capital Management LLC | 10,333 | $273.0K | 0.13% | −8,100−43.9% | Reduced |
| Janus Henderson Group PLC | 11,019 | $291.0K | 0.00% | +11,019 | New |
| Texas Yale Capital Corp. | 11,169 | $295.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 11,225 | $296.0K | 0.02% | +11,225 | New |
| Leonteq Securities AG | 11,521 | $303.9K | 0.02% | −264−2.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,600 | $306.0K | 0.04% | +11,600 | New |
| Occudo Quantitative Strategies LP | 11,731 | $309.0K | 0.04% | +2,026+20.9% | Added |
| Renaissance Technologies LLC | 11,700 | $309.0K | 0.00% | +11,700 | New |
| Allied Investment Advisors, LLC | 11,895 | $314.0K | 0.12% | −55−0.5% | Reduced |
| Los Angeles Capital Management LLC | 12,592 | $332.0K | 0.00% | +12,592 | New |
| Harvest Investment Services, LLC | 12,954 | $341.0K | 0.14% | +12,954 | New |
| Profund Advisors LLC | 12,952 | $342.0K | 0.01% | −2,174−14.4% | Reduced |
| CIBC Asset Management Inc | 13,233 | $349.0K | 0.00% | +609+4.8% | Added |
| LPL Financial LLC | 13,300 | $351.0K | 0.00% | +13,300 | New |
| State of Wisconsin Investment Board | 13,400 | $353.0K | 0.00% | −2,400−15.2% | Reduced |
| Raymond James & Associates | 13,458 | $355.0K | 0.00% | −7,187−34.8% | Reduced |
| Shell Asset Management Co | 13,679 | $361.0K | 0.01% | −590−4.1% | Reduced |
| Qube Research & Technologies Ltd | 14,087 | $372.0K | 0.00% | −8,264−37.0% | Reduced |
| STRS Ohio | 14,400 | $379.0K | 0.00% | +6,300+77.8% | Added |
| Natixis Advisors, L.P. | 14,752 | $389.0K | 0.00% | +14,752 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,000 | $396.0K | 0.01% | −8,800−37.0% | Reduced |
| Capital Counsel LLC | 15,000 | $396.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 15,134 | $399.0K | 0.00% | −40,460−72.8% | Reduced |
| Centiva Capital, LP | 15,233 | $401.0K | 0.03% | +15,233 | New |
| Envestnet Asset Management Inc | 15,519 | $409.0K | 0.00% | −4,421−22.2% | Reduced |
| Crossmark Global Holdings, Inc. | 15,770 | $416.0K | 0.01% | −70−0.4% | Reduced |
| Mutual of America Capital Management LLC | 16,165 | $426.0K | 0.00% | +590+3.8% | Added |
| Trexquant Investment LP | 16,771 | $442.0K | 0.04% | +16,771 | New |
| SEI Investments Co | 18,027 | $476.0K | 0.00% | −28,127−60.9% | Reduced |
| CFM Wealth Partners LLC | 18,205 | $480.0K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,562 | $490.0K | 0.00% | −14,749−44.3% | Reduced |
| Bluestein R H & Co | 19,100 | $504.0K | 0.02% | −2,000−9.5% | Reduced |
| First Hawaiian Bank | 21,000 | $554.0K | 0.02% | +21,000 | New |
| Diversified Trust Co | 21,805 | $575.0K | 0.02% | +2,872+15.2% | Added |
| Cerity Partners LLC | 22,248 | $587.0K | 0.01% | +21+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,124 | $610.0K | 0.00% | −730−3.1% | Reduced |
| Capital Fund Management S.A. | 23,284 | $614.2K | 0.02% | −48,094−67.4% | Reduced |
| Federated Hermes, Inc. | 26,580 | $701.0K | 0.00% | +26,580 | New |
| HSBC Holdings PLC | 27,608 | $723.0K | 0.00% | −160,369−85.3% | Reduced |
| Public Employees Retirement System of Ohio | 27,428 | $724.0K | 0.00% | −19,344−41.4% | Reduced |
| Tower Research Capital LLC (TRC) | 28,266 | $746.0K | 0.02% | +23,239+462.3% | Added |
| Bailard, Inc. | 28,600 | $754.0K | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 29,400 | $776.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 30,014 | $792.0K | 0.01% | −18,997−38.8% | Reduced |
| Arizona State Retirement System | 30,483 | $804.0K | 0.01% | +852+2.9% | Added |
| Metropolitan Life Insurance Co | 31,338 | $826.7K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 32,318 | $852.0K | 0.05% | 00.0% | Unchanged |