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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 81,583 | $2.15M | 0.00% | +21,071+34.8% | Added |
| Blueshift Asset Management, LLC | 80,888 | $2.13M | 0.12% | +80,888 | New |
| Mercer Global Advisors Inc | 80,406 | $2.12M | 0.01% | −4,816−5.7% | Reduced |
| Voya Investment Management LLC | 76,165 | $2.01M | 0.00% | +892+1.2% | Added |
| Engineers Gate Manager LP | 75,676 | $2.00M | 0.11% | +30,055+65.9% | Added |
| State Board of Administration of Florida Retirement System | 75,434 | $1.99M | 0.00% | +23,003+43.9% | Added |
| American International Group, Inc. | 75,406 | $1.99M | 0.01% | +315+0.4% | Added |
| Hudson Bay Capital Management LP | 75,000 | $1.98M | 0.03% | +75,000 | New |
| Wolverine Asset Management LLC | 74,168 | $1.96M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 70,015 | $1.85M | 0.00% | +70,015 | New |
| Manufacturers Life Insurance Company, The | 61,078 | $1.61M | 0.00% | −4,060−6.2% | Reduced |
| CoreCommodity Management, LLC | 60,062 | $1.58M | 0.44% | +22,153+58.4% | Added |
| Kore Private Wealth LLC | 58,837 | $1.55M | 0.16% | +13,625+30.1% | Added |
| Louisiana State Employees Retirement System | 58,400 | $1.54M | 0.04% | +9,000+18.2% | Added |
| Jackson Creek Investment Advisors LLC | 57,887 | $1.53M | 0.57% | +57,887 | New |
| Amalgamated Bank | 57,227 | $1.51M | 0.01% | +3,200+5.9% | Added |
| Stifel Financial Corp | 56,912 | $1.50M | 0.00% | −50,599−47.1% | Reduced |
| State of Tennessee, Treasury Department | 54,875 | $1.45M | 0.01% | −3,649−6.2% | Reduced |
| Aigen Investment Management, LP | 54,003 | $1.43M | 0.27% | +31,928+144.6% | Added |
| Franklin Resources Inc | 49,950 | $1.32M | 0.00% | +49,950 | New |
| US Bancorp | 49,500 | $1.31M | 0.00% | −118−0.2% | Reduced |
| Maryland State Retirement & Pension System | 47,697 | $1.22M | 0.03% | +47,697 | New |
| Truist Financial Corp | 45,411 | $1.20M | 0.00% | −10,974−19.5% | Reduced |
| Oregon Public Employees Retirement Fund | 44,206 | $1.17M | 0.01% | +840+1.9% | Added |
| MetLife Investment Management | 43,802 | $1.16M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 43,100 | $1.14M | 0.02% | +43,100 | New |
| Victory Capital Management Inc | 42,008 | $1.11M | 0.00% | +14,898+55.0% | Added |
| Guggenheim Capital LLC | 39,735 | $1.05M | 0.01% | −38,471−49.2% | Reduced |
| 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 |
| Affinity Investment Advisors, LLC | 37,939 | $1.00M | 0.45% | +37,939 | New |
| Royal Bank of Canada | 36,690 | $967.0K | 0.00% | −73,889−66.8% | Reduced |
| AXA S.A. | 35,900 | $947.0K | 0.00% | −1,900−5.0% | Reduced |
| DuPont Capital Management Corp | 35,783 | $944.0K | 0.03% | +8,372+30.5% | Added |
| Bryn Mawr Trust Co | 35,563 | $938.0K | 0.04% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 34,987 | $923.0K | 0.01% | −105,429−75.1% | Reduced |
| Sippican Capital Advisors | 33,350 | $880.0K | 0.76% | −2,400−6.7% | Reduced |
| Aj Wealth Strategies, LLC | 32,874 | $867.0K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 32,318 | $852.0K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 31,338 | $826.7K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 30,483 | $804.0K | 0.01% | +852+2.9% | Added |
| ExodusPoint Capital Management, LP | 30,014 | $792.0K | 0.01% | −18,997−38.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,400 | $776.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 28,600 | $754.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 28,266 | $746.0K | 0.02% | +23,239+462.3% | Added |
| Public Employees Retirement System of Ohio | 27,428 | $724.0K | 0.00% | −19,344−41.4% | Reduced |
| HSBC Holdings PLC | 27,608 | $723.0K | 0.00% | −160,369−85.3% | Reduced |
| Federated Hermes, Inc. | 26,580 | $701.0K | 0.00% | +26,580 | New |
| Capital Fund Management S.A. | 23,284 | $614.2K | 0.02% | −48,094−67.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,124 | $610.0K | 0.00% | −730−3.1% | Reduced |
| Cerity Partners LLC | 22,248 | $587.0K | 0.01% | +21+0.1% | Added |
| Diversified Trust Co | 21,805 | $575.0K | 0.02% | +2,872+15.2% | Added |
| First Hawaiian Bank | 21,000 | $554.0K | 0.02% | +21,000 | New |
| Bluestein R H & Co | 19,100 | $504.0K | 0.02% | −2,000−9.5% | Reduced |
| ProShare Advisors LLC | 18,562 | $490.0K | 0.00% | −14,749−44.3% | Reduced |
| CFM Wealth Partners LLC | 18,205 | $480.0K | 0.12% | 00.0% | Unchanged |
| SEI Investments Co | 18,027 | $476.0K | 0.00% | −28,127−60.9% | Reduced |
| Trexquant Investment LP | 16,771 | $442.0K | 0.04% | +16,771 | New |
| Mutual of America Capital Management LLC | 16,165 | $426.0K | 0.00% | +590+3.8% | Added |
| Crossmark Global Holdings, Inc. | 15,770 | $416.0K | 0.01% | −70−0.4% | Reduced |
| Envestnet Asset Management Inc | 15,519 | $409.0K | 0.00% | −4,421−22.2% | Reduced |
| Centiva Capital, LP | 15,233 | $401.0K | 0.03% | +15,233 | New |
| Creative Planning | 15,134 | $399.0K | 0.00% | −40,460−72.8% | Reduced |
| 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 |
| Natixis Advisors, L.P. | 14,752 | $389.0K | 0.00% | +14,752 | New |
| STRS Ohio | 14,400 | $379.0K | 0.00% | +6,300+77.8% | Added |
| Qube Research & Technologies Ltd | 14,087 | $372.0K | 0.00% | −8,264−37.0% | Reduced |
| Shell Asset Management Co | 13,679 | $361.0K | 0.01% | −590−4.1% | Reduced |
| Raymond James & Associates | 13,458 | $355.0K | 0.00% | −7,187−34.8% | Reduced |
| State of Wisconsin Investment Board | 13,400 | $353.0K | 0.00% | −2,400−15.2% | Reduced |
| LPL Financial LLC | 13,300 | $351.0K | 0.00% | +13,300 | New |
| CIBC Asset Management Inc | 13,233 | $349.0K | 0.00% | +609+4.8% | Added |
| Profund Advisors LLC | 12,952 | $342.0K | 0.01% | −2,174−14.4% | Reduced |
| Harvest Investment Services, LLC | 12,954 | $341.0K | 0.14% | +12,954 | New |
| Los Angeles Capital Management LLC | 12,592 | $332.0K | 0.00% | +12,592 | New |
| Allied Investment Advisors, LLC | 11,895 | $314.0K | 0.12% | −55−0.5% | Reduced |
| 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 |
| Dynamic Technology Lab Private Ltd | 11,600 | $306.0K | 0.04% | +11,600 | New |
| Leonteq Securities AG | 11,521 | $303.9K | 0.02% | −264−2.2% | Reduced |
| Capula Management Ltd | 11,225 | $296.0K | 0.02% | +11,225 | New |
| Texas Yale Capital Corp. | 11,169 | $295.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,019 | $291.0K | 0.00% | +11,019 | New |
| Teza Capital Management LLC | 10,333 | $273.0K | 0.13% | −8,100−43.9% | Reduced |
| Beaton Management Co. Inc. | 10,000 | $264.0K | 0.17% | 00.0% | Unchanged |
| CWM Advisors, LLC | 9,702 | $256.0K | 0.03% | −8,514−46.7% | Reduced |
| Ellevest, Inc. | 9,668 | $255.0K | 0.02% | +2,948+43.9% | Added |
| Ethic Inc. | 9,668 | $255.0K | 0.03% | +9,668 | New |
| Ameritas Investment Partners, Inc. | 9,284 | $245.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 9,237 | $244.0K | 0.03% | +9,237 | New |
| Ironwood Investment Management LLC | 8,990 | $237.0K | 0.12% | −1,129−11.2% | Reduced |
| King Luther Capital Management Corp | 8,804 | $232.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,138 | $215.0K | 0.00% | +3,870+90.7% | Added |
| Lee Financial Co | 8,000 | $211.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 7,900 | $208.0K | 0.00% | +7,900 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $204.0K | 0.06% | +7,720 | New |
| Cetera Investment Advisers | 7,700 | $203.0K | 0.00% | +7,700 | New |
| Public Employees Retirement Association of Colorado | 7,457 | $197.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6,489 | $171.0K | 0.01% | +2,634+68.3% | Added |