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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,385 | $807.0K | 0.00% | +4,261+18.4% | Added |
| AlphaCrest Capital Management LLC | 28,900 | $852.0K | 0.03% | +28,900 | New |
| Royal Bank of Canada | 29,419 | $867.0K | 0.00% | −7,271−19.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,400 | $867.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 29,700 | $875.0K | 0.00% | +15,300+106.3% | Added |
| Sippican Capital Advisors | 29,800 | $879.0K | 0.75% | −3,550−10.6% | Reduced |
| Ci Investments Inc. | 29,905 | $882.0K | 0.00% | +29,905 | New |
| ProShare Advisors LLC | 30,078 | $886.0K | 0.00% | +11,516+62.0% | Added |
| Arizona State Retirement System | 30,995 | $914.0K | 0.01% | +512+1.7% | Added |
| First Eagle Investment Management, LLC | 31,203 | $920.0K | 0.00% | +31,203 | New |
| Jackson Creek Investment Advisors LLC | 31,241 | $921.0K | 0.33% | −26,646−46.0% | Reduced |
| Metropolitan Life Insurance Co | 31,338 | $923.8K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 32,318 | $952.0K | 0.05% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 32,770 | $966.0K | 0.00% | −93,030−74.0% | Reduced |
| Affinity Investment Advisors, LLC | 33,249 | $980.0K | 0.39% | −4,690−12.4% | Reduced |
| Bryn Mawr Trust Co | 33,835 | $997.0K | 0.04% | −1,728−4.9% | Reduced |
| Victory Capital Management Inc | 35,614 | $1.05M | 0.00% | −6,394−15.2% | Reduced |
| Martingale Asset Management L P | 37,277 | $1.10M | 0.01% | +37,277 | New |
| Harvest Investment Services, LLC | 37,886 | $1.12M | 0.47% | +24,932+192.5% | Added |
| Virtue Capital Management, LLC | 38,879 | $1.15M | 0.17% | +38,879 | New |
| TCI Wealth Advisors, Inc. | 39,071 | $1.15M | 0.17% | 00.0% | Unchanged |
| Polianta Ltd | 39,500 | $1.16M | 0.50% | +39,500 | New |
| Centiva Capital, LP | 40,670 | $1.20M | 0.08% | +25,437+167.0% | Added |
| MetLife Investment Management | 40,989 | $1.21M | 0.01% | −2,813−6.4% | Reduced |
| Engineers Gate Manager LP | 42,095 | $1.24M | 0.06% | −33,581−44.4% | Reduced |
| Corton Capital Inc. | 42,295 | $1.25M | 0.55% | +42,295 | New |
| Truist Financial Corp | 45,489 | $1.34M | 0.00% | +78+0.2% | Added |
| NN Investment Partners Holdings N.V. | 46,200 | $1.36M | 0.01% | +46,200 | New |
| Oregon Public Employees Retirement Fund | 46,643 | $1.38M | 0.02% | +2,437+5.5% | Added |
| CoreCommodity Management, LLC | 47,160 | $1.39M | 0.38% | −12,902−21.5% | Reduced |
| State Board of Administration of Florida Retirement System | 48,047 | $1.42M | 0.00% | −27,387−36.3% | Reduced |
| Maryland State Retirement & Pension System | 48,427 | $1.43M | 0.04% | +730+1.5% | Added |
| Franklin Resources Inc | 48,633 | $1.43M | 0.00% | −1,317−2.6% | Reduced |
| HSBC Holdings PLC | 51,901 | $1.53M | 0.00% | +24,293+88.0% | Added |
| Prelude Capital Management, LLC | 52,319 | $1.54M | 0.08% | +52,319 | New |
| Kore Private Wealth LLC | 53,229 | $1.57M | 0.19% | −5,608−9.5% | Reduced |
| US Bancorp | 55,881 | $1.65M | 0.00% | +6,381+12.9% | Added |
| Amalgamated Bank | 56,370 | $1.66M | 0.01% | −857−1.5% | Reduced |
| Stifel Financial Corp | 57,669 | $1.70M | 0.00% | +757+1.3% | Added |
| Louisiana State Employees Retirement System | 58,800 | $1.73M | 0.04% | +400+0.7% | Added |
| Wolverine Asset Management LLC | 59,168 | $1.74M | 0.02% | −15,000−20.2% | Reduced |
| Manufacturers Life Insurance Company, The | 60,519 | $1.78M | 0.00% | −559−0.9% | Reduced |
| State of Tennessee, Treasury Department | 63,085 | $1.86M | 0.01% | +8,210+15.0% | Added |
| HRT Financial LP | 66,058 | $1.95M | 0.01% | +66,058 | New |
| SG Americas Securities, LLC | 67,086 | $1.98M | 0.01% | −69,556−50.9% | Reduced |
| AXA S.A. | 68,100 | $2.01M | 0.01% | +32,200+89.7% | Added |
| Gotham Asset Management, LLC | 71,718 | $2.11M | 0.07% | −38,607−35.0% | Reduced |
| American International Group, Inc. | 73,075 | $2.15M | 0.01% | −2,331−3.1% | Reduced |
| Price T Rowe Associates Inc | 79,336 | $2.34M | 0.00% | −2,247−2.8% | Reduced |
| Mercer Global Advisors Inc | 79,389 | $2.34M | 0.01% | −1,017−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 79,800 | $2.35M | 0.00% | +79,800 | New |
| Monarch Partners Asset Management LLC | 83,993 | $2.48M | 0.50% | −165,170−66.3% | Reduced |
| Walleye Capital LLC | 84,147 | $2.48M | 0.08% | +84,147 | New |
| Paloma Partners Management Co | 84,826 | $2.50M | 0.08% | −69,281−45.0% | Reduced |
| Teacher Retirement System of Texas | 84,889 | $2.50M | 0.01% | −23,882−22.0% | Reduced |
| State of Alaska, Department of Revenue | 86,008 | $2.54M | 0.02% | −2,415−2.7% | Reduced |
| Condire Management, LP | 86,390 | $2.55M | 0.58% | +86,390 | New |
| Congress Asset Management Co | 86,506 | $2.55M | 0.02% | +86,506 | New |
| New York State Common Retirement Fund | 87,113 | $2.57M | 0.00% | +140.0% | Added |
| Voya Investment Management LLC | 87,767 | $2.59M | 0.00% | +11,602+15.2% | Added |
| Texas Permanent School Fund | 87,962 | $2.59M | 0.03% | −1,709−1.9% | Reduced |
| Boston Partners | 90,693 | $2.67M | 0.00% | −49,876−35.5% | Reduced |
| Qube Research & Technologies Ltd | 90,918 | $2.68M | 0.02% | +76,831+545.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,810 | $2.71M | 0.03% | −102−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 93,001 | $2.74M | 0.01% | +93,001 | New |
| PEAK6 Investments LLC | 94,144 | $2.77M | 0.08% | +6,693+7.7% | Added |
| Toronto Dominion Bank | 96,000 | $2.83M | 0.00% | +96,000 | New |
| Jacobs Levy Equity Management, Inc | 96,550 | $2.85M | 0.02% | +61,563+176.0% | Added |
| Jane Street Group, LLC | 101,610 | $3.00M | 0.01% | +31,595+45.1% | Added |
| Great West Life Assurance Co | 107,947 | $3.18M | 0.01% | +1,073+1.0% | Added |
| Yousif Capital Management, LLC | 112,434 | $3.31M | 0.03% | +112,434 | New |
| AQR Capital Management LLC | 122,086 | $3.60M | 0.01% | −18,724−13.3% | Reduced |
| Federated Hermes, Inc. | 123,616 | $3.64M | 0.01% | +97,036+365.1% | Added |
| Alyeska Investment Group, L.P. | 123,729 | $3.65M | 0.04% | +123,729 | New |
| Oslo Asset Management AS | 126,108 | $3.72M | 7.00% | −50,000−28.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 128,000 | $3.77M | 0.83% | −66,000−34.0% | Reduced |
| UBS Asset Management Americas Inc | 128,751 | $3.80M | 0.00% | +15,442+13.6% | Added |
| Encompass Capital Advisors LLC | 129,388 | $3.81M | 0.32% | +129,388 | New |
| Susquehanna International Group, LLP | 130,579 | $3.85M | 0.01% | +130,579 | New |
| Quantedge Capital Pte Ltd | 130,700 | $3.85M | 1.63% | +130,700 | New |
| 1492 Capital Management LLC | 136,291 | $4.02M | 1.99% | +2,854+2.1% | Added |
| Bank of Montreal | 135,244 | $4.16M | 0.00% | −336,311−71.3% | Reduced |
| Wells Fargo & Company | 144,128 | $4.25M | 0.00% | +14,764+11.4% | Added |
| Comerica Bank | 129,427 | $4.42M | 0.03% | +19,608+17.9% | Added |
| Two Sigma Investments, LP | 156,292 | $4.61M | 0.01% | −1,083,133−87.4% | Reduced |
| Nisa Investment Advisors, LLC | 141,030 | $4.63M | 0.03% | +1,670+1.2% | Added |
| Alliancebernstein L.P. | 159,706 | $4.71M | 0.00% | −14,362−8.3% | Reduced |
| California State Teachers Retirement System | 162,545 | $4.79M | 0.01% | +6,129+3.9% | Added |
| Mariner, LLC | 164,521 | $4.85M | 0.02% | +4,902+3.1% | Added |
| New York State Teachers Retirement System | 165,643 | $4.88M | 0.01% | +4,632+2.9% | Added |
| Raymond James & Associates | 169,331 | $4.99M | 0.00% | +155,873+1,158.2% | Added |
| Schroder Investment Management Group | 171,293 | $5.05M | 0.01% | +171,293 | New |
| Wexford Capital LP | 173,611 | $5.12M | 0.52% | +173,611 | New |
| RR Advisors, LLC | 174,000 | $5.13M | 1.14% | +174,000 | New |
| Citigroup Inc | 201,376 | $5.94M | 0.01% | −162,380−44.6% | Reduced |
| Canada Pension Plan Investment Board | 220,402 | $6.50M | 0.01% | −32,798−13.0% | Reduced |
| Evoke Wealth, LLC | 227,681 | $6.71M | 0.21% | +26,546+13.2% | Added |
| Renaissance Technologies LLC | 234,300 | $6.91M | 0.01% | +222,600+1,902.6% | Added |
| Credit Suisse AG | 235,205 | $6.93M | 0.01% | −41,173−14.9% | Reduced |
| SIR Capital Management, L.P. | 237,539 | $7.00M | 1.10% | −54,900−18.8% | Reduced |