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 |
|---|---|---|---|---|---|
| Boston Partners | 90,693 | $2.67M | 0.00% | −49,876−35.5% | Reduced |
| Texas Permanent School Fund | 87,962 | $2.59M | 0.03% | −1,709−1.9% | Reduced |
| Voya Investment Management LLC | 87,767 | $2.59M | 0.00% | +11,602+15.2% | Added |
| New York State Common Retirement Fund | 87,113 | $2.57M | 0.00% | +140.0% | Added |
| Congress Asset Management Co | 86,506 | $2.55M | 0.02% | +86,506 | New |
| Condire Management, LP | 86,390 | $2.55M | 0.58% | +86,390 | New |
| State of Alaska, Department of Revenue | 86,008 | $2.54M | 0.02% | −2,415−2.7% | Reduced |
| Teacher Retirement System of Texas | 84,889 | $2.50M | 0.01% | −23,882−22.0% | Reduced |
| Paloma Partners Management Co | 84,826 | $2.50M | 0.08% | −69,281−45.0% | Reduced |
| Walleye Capital LLC | 84,147 | $2.48M | 0.08% | +84,147 | New |
| Monarch Partners Asset Management LLC | 83,993 | $2.48M | 0.50% | −165,170−66.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 79,800 | $2.35M | 0.00% | +79,800 | New |
| Mercer Global Advisors Inc | 79,389 | $2.34M | 0.01% | −1,017−1.3% | Reduced |
| Price T Rowe Associates Inc | 79,336 | $2.34M | 0.00% | −2,247−2.8% | Reduced |
| American International Group, Inc. | 73,075 | $2.15M | 0.01% | −2,331−3.1% | Reduced |
| Gotham Asset Management, LLC | 71,718 | $2.11M | 0.07% | −38,607−35.0% | Reduced |
| AXA S.A. | 68,100 | $2.01M | 0.01% | +32,200+89.7% | Added |
| SG Americas Securities, LLC | 67,086 | $1.98M | 0.01% | −69,556−50.9% | Reduced |
| HRT Financial LP | 66,058 | $1.95M | 0.01% | +66,058 | New |
| State of Tennessee, Treasury Department | 63,085 | $1.86M | 0.01% | +8,210+15.0% | Added |
| Manufacturers Life Insurance Company, The | 60,519 | $1.78M | 0.00% | −559−0.9% | Reduced |
| Wolverine Asset Management LLC | 59,168 | $1.74M | 0.02% | −15,000−20.2% | Reduced |
| Louisiana State Employees Retirement System | 58,800 | $1.73M | 0.04% | +400+0.7% | Added |
| Stifel Financial Corp | 57,669 | $1.70M | 0.00% | +757+1.3% | Added |
| Amalgamated Bank | 56,370 | $1.66M | 0.01% | −857−1.5% | Reduced |
| US Bancorp | 55,881 | $1.65M | 0.00% | +6,381+12.9% | Added |
| Kore Private Wealth LLC | 53,229 | $1.57M | 0.19% | −5,608−9.5% | Reduced |
| Prelude Capital Management, LLC | 52,319 | $1.54M | 0.08% | +52,319 | New |
| HSBC Holdings PLC | 51,901 | $1.53M | 0.00% | +24,293+88.0% | Added |
| Franklin Resources Inc | 48,633 | $1.43M | 0.00% | −1,317−2.6% | Reduced |
| Maryland State Retirement & Pension System | 48,427 | $1.43M | 0.04% | +730+1.5% | Added |
| State Board of Administration of Florida Retirement System | 48,047 | $1.42M | 0.00% | −27,387−36.3% | Reduced |
| CoreCommodity Management, LLC | 47,160 | $1.39M | 0.38% | −12,902−21.5% | Reduced |
| Oregon Public Employees Retirement Fund | 46,643 | $1.38M | 0.02% | +2,437+5.5% | Added |
| NN Investment Partners Holdings N.V. | 46,200 | $1.36M | 0.01% | +46,200 | New |
| Truist Financial Corp | 45,489 | $1.34M | 0.00% | +78+0.2% | Added |
| Corton Capital Inc. | 42,295 | $1.25M | 0.55% | +42,295 | New |
| Engineers Gate Manager LP | 42,095 | $1.24M | 0.06% | −33,581−44.4% | Reduced |
| MetLife Investment Management | 40,989 | $1.21M | 0.01% | −2,813−6.4% | Reduced |
| Centiva Capital, LP | 40,670 | $1.20M | 0.08% | +25,437+167.0% | Added |
| Polianta Ltd | 39,500 | $1.16M | 0.50% | +39,500 | New |
| TCI Wealth Advisors, Inc. | 39,071 | $1.15M | 0.17% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 38,879 | $1.15M | 0.17% | +38,879 | New |
| Harvest Investment Services, LLC | 37,886 | $1.12M | 0.47% | +24,932+192.5% | Added |
| Martingale Asset Management L P | 37,277 | $1.10M | 0.01% | +37,277 | New |
| Victory Capital Management Inc | 35,614 | $1.05M | 0.00% | −6,394−15.2% | Reduced |
| Bryn Mawr Trust Co | 33,835 | $997.0K | 0.04% | −1,728−4.9% | Reduced |
| Affinity Investment Advisors, LLC | 33,249 | $980.0K | 0.39% | −4,690−12.4% | Reduced |
| Ensign Peak Advisors, Inc | 32,770 | $966.0K | 0.00% | −93,030−74.0% | Reduced |
| Waldron Private Wealth LLC | 32,318 | $952.0K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 31,338 | $923.8K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 31,241 | $921.0K | 0.33% | −26,646−46.0% | Reduced |
| First Eagle Investment Management, LLC | 31,203 | $920.0K | 0.00% | +31,203 | New |
| Arizona State Retirement System | 30,995 | $914.0K | 0.01% | +512+1.7% | Added |
| ProShare Advisors LLC | 30,078 | $886.0K | 0.00% | +11,516+62.0% | Added |
| Ci Investments Inc. | 29,905 | $882.0K | 0.00% | +29,905 | New |
| Sippican Capital Advisors | 29,800 | $879.0K | 0.75% | −3,550−10.6% | Reduced |
| STRS Ohio | 29,700 | $875.0K | 0.00% | +15,300+106.3% | Added |
| 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 |
| AlphaCrest Capital Management LLC | 28,900 | $852.0K | 0.03% | +28,900 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,385 | $807.0K | 0.00% | +4,261+18.4% | Added |
| SEI Investments Co | 27,169 | $799.0K | 0.00% | +9,142+50.7% | Added |
| Tudor Investment Corp Et Al | 24,788 | $731.0K | 0.01% | −59,196−70.5% | Reduced |
| Guggenheim Capital LLC | 23,534 | $694.0K | 0.00% | −16,201−40.8% | Reduced |
| Diversified Trust Co | 23,296 | $687.0K | 0.02% | +1,491+6.8% | Added |
| Cerity Partners LLC | 22,650 | $667.0K | 0.01% | +402+1.8% | Added |
| Janus Henderson Group PLC | 22,198 | $655.0K | 0.00% | +11,179+101.5% | Added |
| Aj Wealth Strategies, LLC | 22,138 | $653.0K | 0.03% | −10,736−32.7% | Reduced |
| Walleye Trading LLC | 21,734 | $641.0K | 0.01% | +21,734 | New |
| Creative Planning | 21,259 | $627.0K | 0.00% | +6,125+40.5% | Added |
| ExodusPoint Capital Management, LP | 20,965 | $618.0K | 0.01% | −9,049−30.1% | Reduced |
| Advisor Group Holdings, Inc. | 20,420 | $603.0K | 0.00% | +18,938+1,277.9% | Added |
| Dynamic Technology Lab Private Ltd | 20,046 | $591.0K | 0.07% | +8,446+72.8% | Added |
| Hanseatic Management Services Inc | 19,619 | $578.0K | 0.94% | +19,619 | New |
| CFM Wealth Partners LLC | 18,205 | $576.0K | 0.13% | 00.0% | Unchanged |
| Bluestein R H & Co | 19,100 | $563.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,753 | $553.0K | 0.00% | +3,234+20.8% | Added |
| DuPont Capital Management Corp | 18,738 | $552.0K | 0.02% | −17,045−47.6% | Reduced |
| Algert Global LLC | 18,677 | $551.0K | 0.07% | +9,440+102.2% | Added |
| LPL Financial LLC | 18,195 | $536.0K | 0.00% | +4,895+36.8% | Added |
| First Hawaiian Bank | 18,160 | $535.0K | 0.02% | −2,840−13.5% | Reduced |
| Shell Asset Management Co | 17,880 | $527.0K | 0.01% | +4,201+30.7% | Added |
| Man Group plc | 17,132 | $505.0K | 0.00% | +17,132 | New |
| Gsa Capital Partners LLP | 17,063 | $503.0K | 0.06% | +17,063 | New |
| Bailard, Inc. | 17,000 | $501.0K | 0.02% | −11,600−40.6% | Reduced |
| Mutual of America Capital Management LLC | 16,596 | $489.0K | 0.00% | +431+2.7% | Added |
| Delphia (USA) Inc. | 16,500 | $486.0K | 0.52% | +16,500 | New |
| Natixis Advisors, L.P. | 15,877 | $468.0K | 0.00% | +1,125+7.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,000 | $444.0K | 0.01% | 00.0% | Unchanged |
| Capital Counsel LLC | 15,000 | $442.0K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 14,438 | $425.0K | 0.02% | +14,438 | New |
| Manteio Capital LLC | 14,011 | $413.0K | 0.53% | +14,011 | New |
| Public Employees Retirement System of Ohio | 12,765 | $376.0K | 0.00% | −14,663−53.5% | Reduced |
| Arlington Capital Management, Inc. | 12,732 | $375.0K | 0.67% | +12,732 | New |
| Allied Investment Advisors, LLC | 11,895 | $351.0K | 0.12% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,169 | $329.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,139 | $328.0K | 0.01% | −1,813−14.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,950 | $323.0K | 0.11% | +10,950 | New |
| Los Angeles Capital Management LLC | 10,832 | $319.0K | 0.00% | −1,760−14.0% | Reduced |