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 |
|---|---|---|---|---|---|
| Aj Wealth Strategies, LLC | 32,874 | $867.0K | 0.05% | 00.0% | Unchanged |
| Sippican Capital Advisors | 33,350 | $880.0K | 0.76% | −2,400−6.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,987 | $923.0K | 0.01% | −105,429−75.1% | Reduced |
| Bryn Mawr Trust Co | 35,563 | $938.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 35,783 | $944.0K | 0.03% | +8,372+30.5% | Added |
| AXA S.A. | 35,900 | $947.0K | 0.00% | −1,900−5.0% | Reduced |
| Royal Bank of Canada | 36,690 | $967.0K | 0.00% | −73,889−66.8% | Reduced |
| Affinity Investment Advisors, LLC | 37,939 | $1.00M | 0.45% | +37,939 | New |
| TCI Wealth Advisors, Inc. | 39,071 | $1.03M | 0.16% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 39,080 | $1.03M | 0.01% | +39,080 | New |
| Guggenheim Capital LLC | 39,735 | $1.05M | 0.01% | −38,471−49.2% | Reduced |
| Victory Capital Management Inc | 42,008 | $1.11M | 0.00% | +14,898+55.0% | Added |
| Bokf, NA | 43,100 | $1.14M | 0.02% | +43,100 | New |
| MetLife Investment Management | 43,802 | $1.16M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 44,206 | $1.17M | 0.01% | +840+1.9% | Added |
| Truist Financial Corp | 45,411 | $1.20M | 0.00% | −10,974−19.5% | Reduced |
| Maryland State Retirement & Pension System | 47,697 | $1.22M | 0.03% | +47,697 | New |
| US Bancorp | 49,500 | $1.31M | 0.00% | −118−0.2% | Reduced |
| Franklin Resources Inc | 49,950 | $1.32M | 0.00% | +49,950 | New |
| Aigen Investment Management, LP | 54,003 | $1.43M | 0.27% | +31,928+144.6% | Added |
| State of Tennessee, Treasury Department | 54,875 | $1.45M | 0.01% | −3,649−6.2% | Reduced |
| Stifel Financial Corp | 56,912 | $1.50M | 0.00% | −50,599−47.1% | Reduced |
| Amalgamated Bank | 57,227 | $1.51M | 0.01% | +3,200+5.9% | Added |
| Jackson Creek Investment Advisors LLC | 57,887 | $1.53M | 0.57% | +57,887 | New |
| Louisiana State Employees Retirement System | 58,400 | $1.54M | 0.04% | +9,000+18.2% | Added |
| Kore Private Wealth LLC | 58,837 | $1.55M | 0.16% | +13,625+30.1% | Added |
| CoreCommodity Management, LLC | 60,062 | $1.58M | 0.44% | +22,153+58.4% | Added |
| Manufacturers Life Insurance Company, The | 61,078 | $1.61M | 0.00% | −4,060−6.2% | Reduced |
| Jane Street Group, LLC | 70,015 | $1.85M | 0.00% | +70,015 | New |
| Wolverine Asset Management LLC | 74,168 | $1.96M | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 75,000 | $1.98M | 0.03% | +75,000 | New |
| American International Group, Inc. | 75,406 | $1.99M | 0.01% | +315+0.4% | Added |
| State Board of Administration of Florida Retirement System | 75,434 | $1.99M | 0.00% | +23,003+43.9% | Added |
| Engineers Gate Manager LP | 75,676 | $2.00M | 0.11% | +30,055+65.9% | Added |
| Voya Investment Management LLC | 76,165 | $2.01M | 0.00% | +892+1.2% | Added |
| Mercer Global Advisors Inc | 80,406 | $2.12M | 0.01% | −4,816−5.7% | Reduced |
| Blueshift Asset Management, LLC | 80,888 | $2.13M | 0.12% | +80,888 | New |
| Price T Rowe Associates Inc | 81,583 | $2.15M | 0.00% | +21,071+34.8% | Added |
| Tudor Investment Corp Et Al | 83,984 | $2.21M | 0.05% | +8,863+11.8% | Added |
| Cypress Capital Management LLC (WY) | 84,208 | $2.22M | 1.84% | +84,208 | New |
| Assenagon Asset Management S.A. | 86,722 | $2.29M | 0.01% | +22,828+35.7% | Added |
| New York State Common Retirement Fund | 87,099 | $2.30M | 0.00% | −16,883−16.2% | Reduced |
| PEAK6 Investments LLC | 87,451 | $2.31M | 0.05% | +5,651+6.9% | Added |
| State of Alaska, Department of Revenue | 88,423 | $2.33M | 0.02% | +12,615+16.6% | Added |
| Texas Permanent School Fund | 89,671 | $2.37M | 0.03% | +8,030+9.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,912 | $2.42M | 0.03% | +7,840+9.3% | Added |
| Great West Life Assurance Co | 106,874 | $2.84M | 0.01% | +10,162+10.5% | Added |
| Teacher Retirement System of Texas | 108,771 | $2.87M | 0.02% | −6,227−5.4% | Reduced |
| Gotham Asset Management, LLC | 110,325 | $2.91M | 0.12% | +4,627+4.4% | Added |
| UBS Asset Management Americas Inc | 113,309 | $2.99M | 0.00% | −8,997−7.4% | Reduced |
| Quantbot Technologies LP | 123,824 | $3.27M | 0.24% | +89,801+263.9% | Added |
| Ensign Peak Advisors, Inc | 125,800 | $3.32M | 0.01% | +29,000+30.0% | Added |
| JPMorgan Chase & Co | 126,191 | $3.33M | 0.00% | −81,356−39.2% | Reduced |
| Winton Group Ltd | 126,583 | $3.34M | 0.19% | −6,958−5.2% | Reduced |
| Comerica Bank | 109,819 | $3.38M | 0.02% | +7,081+6.9% | Added |
| Wells Fargo & Company | 129,364 | $3.41M | 0.00% | −18,992−12.8% | Reduced |
| Prudential Financial Inc | 130,477 | $3.44M | 0.00% | +11,506+9.7% | Added |
| 1492 Capital Management LLC | 133,437 | $3.52M | 1.80% | +1,154+0.9% | Added |
| SG Americas Securities, LLC | 136,642 | $3.60M | 0.02% | +126,637+1,265.7% | Added |
| Nisa Investment Advisors, LLC | 139,360 | $3.68M | 0.02% | 00.0% | Unchanged |
| Boston Partners | 140,569 | $3.71M | 0.00% | −1,369−1.0% | Reduced |
| AQR Capital Management LLC | 140,810 | $3.71M | 0.01% | +26,036+22.7% | Added |
| Paloma Partners Management Co | 154,107 | $4.07M | 0.18% | +104,207+208.8% | Added |
| California State Teachers Retirement System | 156,416 | $4.13M | 0.01% | −4,235−2.6% | Reduced |
| Mariner, LLC | 159,619 | $4.21M | 0.02% | +159,619 | New |
| New York State Teachers Retirement System | 161,011 | $4.25M | 0.01% | +2,000+1.3% | Added |
| Alliancebernstein L.P. | 174,068 | $4.59M | 0.00% | −4,990−2.8% | Reduced |
| Oslo Asset Management AS | 176,108 | $4.65M | 7.21% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 194,000 | $5.12M | 1.13% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 201,135 | $5.30M | 0.20% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 238,100 | $6.28M | 0.48% | +238,100 | New |
| Public Sector Pension Investment Board | 244,936 | $6.46M | 0.04% | +21,080+9.4% | Added |
| Swiss National Bank | 247,300 | $6.52M | 0.00% | +7,000+2.9% | Added |
| Monarch Partners Asset Management LLC | 249,163 | $6.57M | 0.96% | +126,563+103.2% | Added |
| Canada Pension Plan Investment Board | 253,200 | $6.68M | 0.01% | +2,200+0.9% | Added |
| FMR LLC | 256,866 | $6.78M | 0.00% | +34,636+15.6% | Added |
| Balyasny Asset Management LLC | 257,322 | $6.79M | 0.03% | +257,322 | New |
| Putnam Investments LLC | 270,740 | $7.14M | 0.01% | +20,840+8.3% | Added |
| Credit Suisse AG | 276,378 | $7.29M | 0.01% | −63,726−18.7% | Reduced |
| SIR Capital Management, L.P. | 292,439 | $7.71M | 1.13% | −225,261−43.5% | Reduced |
| Cubist Systematic Strategies, LLC | 315,226 | $8.32M | 0.10% | −17,766−5.3% | Reduced |
| Rafferty Asset Management, LLC | 341,833 | $9.02M | 0.06% | −27,188−7.4% | Reduced |
| HITE Hedge Asset Management LLC | 343,815 | $9.07M | 1.14% | +343,815 | New |
| Legal & General Group Plc | 346,879 | $9.15M | 0.00% | −66,836−16.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 350,000 | $9.23M | 0.02% | +243,400+228.3% | Added |
| Citigroup Inc | 363,756 | $9.60M | 0.01% | −137,523−27.4% | Reduced |
| Wellington Management Group LLP | 365,064 | $9.63M | 0.00% | +148,217+68.4% | Added |
| Thrivent Financial for Lutherans | 394,197 | $10.4M | 0.02% | +7,219+1.9% | Added |
| Susquehanna Fundamental Investments, LLC | 412,468 | $10.9M | 0.20% | 00.0% | Unchanged |
| Citadel Advisors LLC | 428,034 | $11.3M | 0.01% | +207,335+93.9% | Added |
| Rhumbline Advisers | 430,584 | $11.4M | 0.02% | −31,511−6.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 440,655 | $11.6M | 0.06% | +279,427+173.3% | Added |
| American Century Companies Inc | 443,686 | $11.7M | 0.01% | +72,691+19.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 454,392 | $12.0M | 0.06% | −277,100−37.9% | Reduced |
| Edgestream Partners, L.P. | 459,058 | $12.1M | 0.75% | −249,091−35.2% | Reduced |
| Bank of Montreal | 471,555 | $12.5M | 0.01% | +31,463+7.1% | Added |
| Aventail Capital Group, LP | 489,991 | $12.9M | 3.80% | +489,991 | New |
| Loomis Sayles & Co L P | 500,000 | $13.2M | 0.02% | −1,051,312−67.8% | Reduced |
| Parametric Portfolio Associates LLC | 513,949 | $13.6M | 0.01% | −961,844−65.2% | Reduced |
| First Trust Advisors LP | 521,241 | $13.8M | 0.01% | −46,557−8.2% | Reduced |