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 |
|---|---|---|---|---|---|
| Morgan Stanley | 533,371 | $14.1M | 0.00% | −248,528−31.8% | Reduced |
| Hodges Capital Management Inc. | 543,573 | $14.3M | 1.06% | +333,482+158.7% | Added |
| Point72 Asset Management, L.P. | 573,643 | $15.1M | 0.07% | +573,643 | New |
| Hill City Capital, LP | 580,000 | $15.3M | 3.88% | +180,000+45.0% | Added |
| Deutsche Bank AG | 586,080 | $15.5M | 0.01% | +3,648+0.6% | Added |
| UBS Group AG | 587,328 | $15.5M | 0.01% | −408,727−41.0% | Reduced |
| Barclays PLC | 591,856 | $15.6M | 0.01% | −56,857−8.8% | Reduced |
| Panagora Asset Management Inc | 610,334 | $16.1M | 0.09% | −1180.0% | Reduced |
| Great Lakes Advisors, LLC | 621,977 | $16.4M | 0.26% | +621,977 | New |
| BNP Paribas Arbitrage, SA | 623,124 | $16.4M | 0.04% | −569,511−47.8% | Reduced |
| Bridgeway Capital Management, LLC | 642,900 | $17.0M | 0.32% | +36,400+6.0% | Added |
| Voloridge Investment Management, LLC | 699,431 | $18.5M | 0.12% | −18,052−2.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 780,797 | $20.6M | 0.04% | +462,248+145.1% | Added |
| Bank of America Corp | 789,372 | $20.8M | 0.00% | −146,585−15.7% | Reduced |
| Allianz Asset Management GmbH | 792,837 | $20.9M | 0.02% | +748,800+1,700.4% | Added |
| Telemark Asset Management, LLC | 800,000 | $21.1M | 1.53% | −100,000−11.1% | Reduced |
| Ameriprise Financial Inc | 810,655 | $21.4M | 0.01% | +281,699+53.3% | Added |
| Principal Financial Group Inc | 836,707 | $22.1M | 0.01% | +65,405+8.5% | Added |
| Arrowstreet Capital, Limited Partnership | 978,464 | $25.8M | 0.03% | +892,314+1,035.8% | Added |
| Advisory Research Inc | 1,063,850 | $28.1M | 1.80% | +355,154+50.1% | Added |
| Nuveen Asset Management, LLC | 1,082,184 | $28.5M | 0.01% | −57,158−5.0% | Reduced |
| Slate Path Capital LP | 1,180,000 | $31.1M | 1.42% | 00.0% | Unchanged |
| Invesco Ltd. | 1,233,654 | $32.5M | 0.01% | −445,951−26.6% | Reduced |
| Two Sigma Investments, LP | 1,239,425 | $32.7M | 0.09% | +28,504+2.4% | Added |
| Northern Trust Corp | 1,272,481 | $33.6M | 0.01% | −255,442−16.7% | Reduced |
| Bank of New York Mellon Corp | 1,351,349 | $35.6M | 0.01% | +47,336+3.6% | Added |
| Two Sigma Advisers, LP | 1,784,202 | $47.1M | 0.12% | +207,500+13.2% | Added |
| Geode Capital Management, LLC | 2,143,913 | $56.6M | 0.01% | −28,787−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,190,377 | $57.8M | 0.07% | −98,154−4.3% | Reduced |
| Millennium Management LLC | 2,200,029 | $58.0M | 0.08% | +1,307,941+146.6% | Added |
| Charles Schwab Investment Management Inc | 2,384,488 | $62.9M | 0.02% | −889,530−27.2% | Reduced |
| Russell Investments Group, Ltd. | 2,532,927 | $66.8M | 0.11% | +356,505+16.4% | Added |
| Goldman Sachs Group Inc | 3,470,999 | $91.6M | 0.02% | +847,599+32.3% | Added |
| Dimensional Fund Advisors LP | 3,642,305 | $96.1M | 0.03% | −19,794−0.5% | Reduced |
| JB Investments Management, LLC | 5,003,718 | $132.0M | 6.58% | +92,574+1.9% | Added |
| State Street Corp | 8,167,587 | $215.5M | 0.01% | −570,166−6.5% | Reduced |
| Vanguard Group Inc | 11,289,871 | $297.8M | 0.01% | +1,031,139+10.1% | Added |
| BlackRock Inc. | 19,494,952 | $514.3M | 0.01% | −823,587−4.1% | Reduced |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −1,651,813−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −395,083−100.0% | Sold out |
| Lasry Marc | 0 | $0 | 0.00% | −193,002−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −134,323−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −115,561−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −83,977−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −63,614−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −53,018−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −43,811−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −34,646−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,623−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,593−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,234−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,432−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,969−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,829−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −6,813−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Cipher Capital LP | – | – | – | – | Not filed |