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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 11 | $0 | 0.00% | −300−96.5% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| Schubert & Co | 8 | $0 | 0.00% | +8 | New |
| Geneos Wealth Management Inc. | 35 | $1.00K | 0.00% | −300−89.6% | Reduced |
| Fieldpoint Private Securities, LLC | 20 | $1.00K | 0.00% | −70−77.8% | Reduced |
| Bell Investment Advisors, Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $1.00K | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 101 | $3.00K | 0.00% | −339−77.0% | Reduced |
| Cordasco Financial Network | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $3.00K | 0.00% | +100 | New |
| Bessemer Group Inc | 110 | $3.00K | 0.00% | +110 | New |
| C M Bidwell & Associates Ltd | 85 | $3.00K | 0.00% | +85 | New |
| Massmutual Trust Co FSB | 157 | $5.00K | 0.00% | +157 | New |
| Snowden Capital Advisors LLC | 175 | $5.00K | 0.00% | +175 | New |
| Parkside Financial Bank & Trust | 221 | $7.00K | 0.00% | +24+12.2% | Added |
| Raffa Wealth Management, LLC | 315 | $9.29K | 0.00% | −133−29.7% | Reduced |
| Parallel Advisors, LLC | 333 | $10.0K | 0.00% | +83+33.2% | Added |
| Sageworth Trust Co of South Dakota | 333 | $10.0K | 0.02% | +333 | New |
| EverSource Wealth Advisors, LLC | 361 | $11.0K | 0.00% | +361 | New |
| Fortitude Advisory Group L.L.C. | 380 | $11.0K | 0.01% | +380 | New |
| CWM, LLC | 440 | $13.0K | 0.00% | +440 | New |
| Harbour Investments, Inc. | 487 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 723 | $21.0K | 0.00% | +723 | New |
| Leonteq Securities AG | 844 | $24.9K | 0.00% | −10,677−92.7% | Reduced |
| Bellwether Advisors, LLC | 1,111 | $32.0K | 0.01% | +1,111 | New |
| Tower Research Capital LLC (TRC) | 1,142 | $34.0K | 0.00% | −27,124−96.0% | Reduced |
| Versant Capital Management, Inc | 1,502 | $44.0K | 0.01% | +29+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,500 | $44.0K | 0.02% | +1,500 | New |
| Sutton Wealth Advisors Inc. | 1,788 | $52.7K | 0.02% | +71+4.1% | Added |
| State of Wyoming | 1,890 | $56.0K | 0.03% | +1,890 | New |
| Rockefeller Capital Management L.P. | 2,000 | $58.0K | 0.00% | −84−4.0% | Reduced |
| Fifth Third Bancorp | 2,020 | $60.0K | 0.00% | +87+4.5% | Added |
| KBC Group NV | 3,133 | $92.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,727 | $169.0K | 0.00% | +540+10.4% | Added |
| Virginia Retirement Systems Et Al | 6,900 | $203.0K | 0.00% | +6,900 | New |
| Shelton Capital Management | 7,033 | $207.0K | 0.01% | +7,033 | New |
| Auxier Asset Management | 7,240 | $213.0K | 0.03% | +7,240 | New |
| Cornerstone Investment Partners, LLC | 7,275 | $214.0K | 0.01% | +7,275 | New |
| Public Employees Retirement Association of Colorado | 7,457 | $220.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 7,506 | $221.0K | 0.00% | +7,506 | New |
| Jump Financial, LLC | 7,615 | $224.0K | 0.01% | +7,615 | New |
| Cetera Investment Advisers | 7,706 | $227.0K | 0.00% | +6+0.1% | Added |
| Meridian Wealth Advisors, LLC | 7,720 | $228.0K | 0.06% | 00.0% | Unchanged |
| Advisor Partners LLC | 7,969 | $235.0K | 0.01% | +7,969 | New |
| Lee Financial Co | 8,000 | $236.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 8,052 | $237.0K | 0.00% | +1,751+27.8% | Added |
| Meritage Portfolio Management | 8,410 | $248.0K | 0.01% | +8,410 | New |
| CWM Advisors, LLC | 8,449 | $249.0K | 0.03% | −1,253−12.9% | Reduced |
| King Luther Capital Management Corp | 8,804 | $260.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 8,990 | $265.0K | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,228 | $272.0K | 0.00% | +1,090+13.4% | Added |
| Ameritas Investment Partners, Inc. | 9,284 | $274.0K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,412 | $277.0K | 0.02% | +9,412 | New |
| Kestra Advisory Services, LLC | 9,698 | $286.0K | 0.00% | +9,698 | New |
| Crossmark Global Holdings, Inc. | 9,740 | $287.0K | 0.01% | −6,030−38.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,000 | $295.0K | 0.00% | +2,100+26.6% | Added |
| Ellevest, Inc. | 10,312 | $304.0K | 0.03% | +644+6.7% | Added |
| CIBC Private Wealth Group, LLC | 10,431 | $307.0K | 0.00% | +10,431 | New |
| Ethic Inc. | 10,549 | $311.0K | 0.02% | +881+9.1% | Added |
| State of Wisconsin Investment Board | 10,600 | $312.0K | 0.00% | −2,800−20.9% | Reduced |
| Los Angeles Capital Management LLC | 10,832 | $319.0K | 0.00% | −1,760−14.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,950 | $323.0K | 0.11% | +10,950 | New |
| Profund Advisors LLC | 11,139 | $328.0K | 0.01% | −1,813−14.0% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $329.0K | 0.02% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 11,895 | $351.0K | 0.12% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 12,732 | $375.0K | 0.67% | +12,732 | New |
| Public Employees Retirement System of Ohio | 12,765 | $376.0K | 0.00% | −14,663−53.5% | Reduced |
| Manteio Capital LLC | 14,011 | $413.0K | 0.53% | +14,011 | New |
| Graham Capital Management, L.P. | 14,438 | $425.0K | 0.02% | +14,438 | New |
| Capital Counsel LLC | 15,000 | $442.0K | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,000 | $444.0K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,877 | $468.0K | 0.00% | +1,125+7.6% | Added |
| Delphia (USA) Inc. | 16,500 | $486.0K | 0.52% | +16,500 | New |
| Mutual of America Capital Management LLC | 16,596 | $489.0K | 0.00% | +431+2.7% | Added |
| Bailard, Inc. | 17,000 | $501.0K | 0.02% | −11,600−40.6% | Reduced |
| Gsa Capital Partners LLP | 17,063 | $503.0K | 0.06% | +17,063 | New |
| Man Group plc | 17,132 | $505.0K | 0.00% | +17,132 | New |
| Shell Asset Management Co | 17,880 | $527.0K | 0.01% | +4,201+30.7% | Added |
| First Hawaiian Bank | 18,160 | $535.0K | 0.02% | −2,840−13.5% | Reduced |
| LPL Financial LLC | 18,195 | $536.0K | 0.00% | +4,895+36.8% | Added |
| Algert Global LLC | 18,677 | $551.0K | 0.07% | +9,440+102.2% | Added |
| DuPont Capital Management Corp | 18,738 | $552.0K | 0.02% | −17,045−47.6% | Reduced |
| Envestnet Asset Management Inc | 18,753 | $553.0K | 0.00% | +3,234+20.8% | Added |
| Bluestein R H & Co | 19,100 | $563.0K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 18,205 | $576.0K | 0.13% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 19,619 | $578.0K | 0.94% | +19,619 | New |
| Dynamic Technology Lab Private Ltd | 20,046 | $591.0K | 0.07% | +8,446+72.8% | Added |
| Advisor Group Holdings, Inc. | 20,420 | $603.0K | 0.00% | +18,938+1,277.9% | Added |
| ExodusPoint Capital Management, LP | 20,965 | $618.0K | 0.01% | −9,049−30.1% | Reduced |
| Creative Planning | 21,259 | $627.0K | 0.00% | +6,125+40.5% | Added |
| Walleye Trading LLC | 21,734 | $641.0K | 0.01% | +21,734 | New |
| Aj Wealth Strategies, LLC | 22,138 | $653.0K | 0.03% | −10,736−32.7% | Reduced |
| Janus Henderson Group PLC | 22,198 | $655.0K | 0.00% | +11,179+101.5% | Added |
| Cerity Partners LLC | 22,650 | $667.0K | 0.01% | +402+1.8% | Added |
| Diversified Trust Co | 23,296 | $687.0K | 0.02% | +1,491+6.8% | Added |
| Guggenheim Capital LLC | 23,534 | $694.0K | 0.00% | −16,201−40.8% | Reduced |
| Tudor Investment Corp Et Al | 24,788 | $731.0K | 0.01% | −59,196−70.5% | Reduced |
| SEI Investments Co | 27,169 | $799.0K | 0.00% | +9,142+50.7% | Added |