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, Q4 2021
Institutional positions in SM Energy Co as of Dec 31, 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
- 262
- +25 vs. Q3 2021
- Shares held
- 103.5M
- −321.4K (−0.3%) vs. Q3 2021
- Total value
- $3.05B
- +$313.3M (+11.4%) vs. Q3 2021
- New holders
- 62
- 88 more added
- Sold out
- 37
- 89 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,248,951 | $567.5M | 0.01% | −246,001−1.3% | Reduced |
| Vanguard Group Inc | 13,811,934 | $407.2M | 0.01% | +2,522,063+22.3% | Added |
| State Street Corp | 6,160,116 | $181.6M | 0.01% | −2,007,471−24.6% | Reduced |
| JB Investments Management, LLC | 5,053,651 | $149.0M | 7.01% | +49,933+1.0% | Added |
| Dimensional Fund Advisors LP | 3,604,689 | $106.3M | 0.03% | −37,616−1.0% | Reduced |
| Millennium Management LLC | 3,242,209 | $95.6M | 0.11% | +1,042,180+47.4% | Added |
| Goldman Sachs Group Inc | 2,400,948 | $70.8M | 0.02% | −1,070,051−30.8% | Reduced |
| Geode Capital Management, LLC | 2,346,440 | $69.2M | 0.01% | +202,527+9.4% | Added |
| D. E. Shaw & Co., Inc. | 1,841,549 | $54.3M | 0.07% | −348,828−15.9% | Reduced |
| First Trust Advisors LP | 1,836,807 | $54.1M | 0.05% | +1,315,566+252.4% | Added |
| Advisory Research Inc | 1,695,544 | $50.0M | 3.93% | +631,694+59.4% | Added |
| Charles Schwab Investment Management Inc | 1,604,517 | $47.3M | 0.01% | −779,971−32.7% | Reduced |
| Bank of New York Mellon Corp | 1,475,497 | $43.5M | 0.01% | +124,148+9.2% | Added |
| Ameriprise Financial Inc | 1,461,542 | $43.1M | 0.01% | +650,887+80.3% | Added |
| Northern Trust Corp | 1,271,182 | $37.5M | 0.01% | −1,299−0.1% | Reduced |
| Russell Investments Group, Ltd. | 1,215,881 | $35.8M | 0.06% | −1,317,046−52.0% | Reduced |
| River Road Asset Management, LLC | 1,200,635 | $35.4M | 0.38% | +1,200,635 | New |
| Invesco Ltd. | 1,182,540 | $34.9M | 0.01% | −51,114−4.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,151,542 | $33.9M | 0.04% | +173,078+17.7% | Added |
| Nuveen Asset Management, LLC | 1,082,964 | $31.9M | 0.01% | +780+0.1% | Added |
| Two Sigma Advisers, LP | 1,065,702 | $31.4M | 0.08% | −718,500−40.3% | Reduced |
| Aventail Capital Group, LP | 1,017,800 | $30.0M | 9.36% | +527,809+107.7% | Added |
| Great Lakes Advisors, LLC | 873,188 | $25.7M | 0.39% | +251,211+40.4% | Added |
| Principal Financial Group Inc | 819,025 | $24.1M | 0.01% | −17,682−2.1% | Reduced |
| Morgan Stanley | 817,490 | $24.1M | 0.00% | +284,119+53.3% | Added |
| Assenagon Asset Management S.A. | 805,748 | $23.8M | 0.09% | +719,026+829.1% | Added |
| Telemark Asset Management, LLC | 800,000 | $23.6M | 1.69% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 691,943 | $20.4M | 0.11% | −7,488−1.1% | Reduced |
| Bank of America Corp | 676,876 | $20.0M | 0.00% | −112,496−14.3% | Reduced |
| American Century Companies Inc | 675,978 | $19.9M | 0.01% | +232,292+52.4% | Added |
| Deutsche Bank AG | 636,677 | $18.8M | 0.01% | +50,597+8.6% | Added |
| Bridgeway Capital Management, LLC | 603,000 | $17.8M | 0.33% | −39,900−6.2% | Reduced |
| Barclays PLC | 601,552 | $17.7M | 0.01% | +9,696+1.6% | Added |
| Citadel Advisors LLC | 581,308 | $17.1M | 0.02% | +153,274+35.8% | Added |
| Macquarie Group Ltd | 560,130 | $16.5M | 0.01% | +556,331+14,644.1% | Added |
| JPMorgan Chase & Co | 550,626 | $16.2M | 0.00% | +424,435+336.3% | Added |
| Glenmede Trust Co NA | 550,415 | $16.2M | 0.08% | +550,415 | New |
| Hodges Capital Management Inc. | 539,569 | $15.9M | 1.15% | −4,004−0.7% | Reduced |
| Panagora Asset Management Inc | 527,659 | $15.6M | 0.08% | −82,675−13.5% | Reduced |
| Parametric Portfolio Associates LLC | 527,584 | $15.6M | 0.01% | +13,635+2.7% | Added |
| Point72 Asset Management, L.P. | 474,421 | $14.0M | 0.06% | −99,222−17.3% | Reduced |
| Allianz Asset Management GmbH | 434,575 | $12.8M | 0.01% | −358,262−45.2% | Reduced |
| Rhumbline Advisers | 410,207 | $12.1M | 0.01% | −20,377−4.7% | Reduced |
| Thrivent Financial for Lutherans | 373,719 | $11.0M | 0.02% | −20,478−5.2% | Reduced |
| Legal & General Group Plc | 371,273 | $10.9M | 0.00% | +24,394+7.0% | Added |
| Adage Capital Partners GP, L.L.C. | 355,797 | $10.5M | 0.02% | −425,000−54.4% | Reduced |
| Putnam Investments LLC | 355,547 | $10.5M | 0.01% | +84,807+31.3% | Added |
| Balyasny Asset Management LLC | 324,902 | $9.58M | 0.04% | +67,580+26.3% | Added |
| Rafferty Asset Management, LLC | 324,360 | $9.56M | 0.05% | −17,473−5.1% | Reduced |
| FMR LLC | 295,763 | $8.72M | 0.00% | +38,897+15.1% | Added |
| Edgestream Partners, L.P. | 295,460 | $8.71M | 0.54% | −163,598−35.6% | Reduced |
| UBS Group AG | 284,809 | $8.40M | 0.00% | −302,519−51.5% | Reduced |
| HITE Hedge Asset Management LLC | 281,449 | $8.30M | 0.95% | −62,366−18.1% | Reduced |
| Hill City Capital, LP | 270,000 | $7.96M | 1.81% | −310,000−53.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 265,092 | $7.82M | 0.04% | −189,300−41.7% | Reduced |
| BNP Paribas Arbitrage, SA | 262,632 | $7.74M | 0.02% | −360,492−57.9% | Reduced |
| Cubist Systematic Strategies, LLC | 261,879 | $7.72M | 0.07% | −53,347−16.9% | Reduced |
| Prudential Financial Inc | 258,251 | $7.61M | 0.01% | +127,774+97.9% | Added |
| Swiss National Bank | 253,400 | $7.47M | 0.00% | +6,100+2.5% | Added |
| Public Sector Pension Investment Board | 247,416 | $7.29M | 0.04% | +2,480+1.0% | Added |
| Wellington Management Group LLP | 245,573 | $7.24M | 0.00% | −119,491−32.7% | Reduced |
| Hillsdale Investment Management Inc. | 241,900 | $7.13M | 0.48% | +3,800+1.6% | Added |
| SIR Capital Management, L.P. | 237,539 | $7.00M | 1.10% | −54,900−18.8% | Reduced |
| Credit Suisse AG | 235,205 | $6.93M | 0.01% | −41,173−14.9% | Reduced |
| Renaissance Technologies LLC | 234,300 | $6.91M | 0.01% | +222,600+1,902.6% | Added |
| Evoke Wealth, LLC | 227,681 | $6.71M | 0.21% | +26,546+13.2% | Added |
| Canada Pension Plan Investment Board | 220,402 | $6.50M | 0.01% | −32,798−13.0% | Reduced |
| Citigroup Inc | 201,376 | $5.94M | 0.01% | −162,380−44.6% | Reduced |
| RR Advisors, LLC | 174,000 | $5.13M | 1.14% | +174,000 | New |
| Wexford Capital LP | 173,611 | $5.12M | 0.52% | +173,611 | New |
| Schroder Investment Management Group | 171,293 | $5.05M | 0.01% | +171,293 | New |
| Raymond James & Associates | 169,331 | $4.99M | 0.00% | +155,873+1,158.2% | Added |
| New York State Teachers Retirement System | 165,643 | $4.88M | 0.01% | +4,632+2.9% | Added |
| Mariner, LLC | 164,521 | $4.85M | 0.02% | +4,902+3.1% | Added |
| California State Teachers Retirement System | 162,545 | $4.79M | 0.01% | +6,129+3.9% | Added |
| Alliancebernstein L.P. | 159,706 | $4.71M | 0.00% | −14,362−8.3% | Reduced |
| Nisa Investment Advisors, LLC | 141,030 | $4.63M | 0.03% | +1,670+1.2% | Added |
| Two Sigma Investments, LP | 156,292 | $4.61M | 0.01% | −1,083,133−87.4% | Reduced |
| Comerica Bank | 129,427 | $4.42M | 0.03% | +19,608+17.9% | Added |
| Wells Fargo & Company | 144,128 | $4.25M | 0.00% | +14,764+11.4% | Added |
| Bank of Montreal | 135,244 | $4.16M | 0.00% | −336,311−71.3% | Reduced |
| 1492 Capital Management LLC | 136,291 | $4.02M | 1.99% | +2,854+2.1% | Added |
| Quantedge Capital Pte Ltd | 130,700 | $3.85M | 1.63% | +130,700 | New |
| Susquehanna International Group, LLP | 130,579 | $3.85M | 0.01% | +130,579 | New |
| Encompass Capital Advisors LLC | 129,388 | $3.81M | 0.32% | +129,388 | New |
| UBS Asset Management Americas Inc | 128,751 | $3.80M | 0.00% | +15,442+13.6% | Added |
| Hussman Strategic Advisors, Inc. | 128,000 | $3.77M | 0.83% | −66,000−34.0% | Reduced |
| Oslo Asset Management AS | 126,108 | $3.72M | 7.00% | −50,000−28.4% | Reduced |
| Alyeska Investment Group, L.P. | 123,729 | $3.65M | 0.04% | +123,729 | New |
| Federated Hermes, Inc. | 123,616 | $3.64M | 0.01% | +97,036+365.1% | Added |
| AQR Capital Management LLC | 122,086 | $3.60M | 0.01% | −18,724−13.3% | Reduced |
| Yousif Capital Management, LLC | 112,434 | $3.31M | 0.03% | +112,434 | New |
| Great West Life Assurance Co | 107,947 | $3.18M | 0.01% | +1,073+1.0% | Added |
| Jane Street Group, LLC | 101,610 | $3.00M | 0.01% | +31,595+45.1% | Added |
| Jacobs Levy Equity Management, Inc | 96,550 | $2.85M | 0.02% | +61,563+176.0% | Added |
| Toronto Dominion Bank | 96,000 | $2.83M | 0.00% | +96,000 | New |
| PEAK6 Investments LLC | 94,144 | $2.77M | 0.08% | +6,693+7.7% | Added |
| State of New Jersey Common Pension Fund D | 93,001 | $2.74M | 0.01% | +93,001 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,810 | $2.71M | 0.03% | −102−0.1% | Reduced |
| Qube Research & Technologies Ltd | 90,918 | $2.68M | 0.02% | +76,831+545.4% | Added |