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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 10,600 | $312.0K | 0.00% | −2,800−20.9% | Reduced |
| Ethic Inc. | 10,549 | $311.0K | 0.02% | +881+9.1% | Added |
| CIBC Private Wealth Group, LLC | 10,431 | $307.0K | 0.00% | +10,431 | New |
| Ellevest, Inc. | 10,312 | $304.0K | 0.03% | +644+6.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 10,000 | $295.0K | 0.00% | +2,100+26.6% | Added |
| Crossmark Global Holdings, Inc. | 9,740 | $287.0K | 0.01% | −6,030−38.2% | Reduced |
| Kestra Advisory Services, LLC | 9,698 | $286.0K | 0.00% | +9,698 | New |
| PDT Partners, LLC | 9,412 | $277.0K | 0.02% | +9,412 | New |
| Ameritas Investment Partners, Inc. | 9,284 | $274.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,228 | $272.0K | 0.00% | +1,090+13.4% | Added |
| Ironwood Investment Management LLC | 8,990 | $265.0K | 0.13% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 8,804 | $260.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,449 | $249.0K | 0.03% | −1,253−12.9% | Reduced |
| Meritage Portfolio Management | 8,410 | $248.0K | 0.01% | +8,410 | New |
| Eaton Vance Management | 8,052 | $237.0K | 0.00% | +1,751+27.8% | Added |
| Lee Financial Co | 8,000 | $236.0K | 0.04% | 00.0% | Unchanged |
| Advisor Partners LLC | 7,969 | $235.0K | 0.01% | +7,969 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $228.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,706 | $227.0K | 0.00% | +6+0.1% | Added |
| Jump Financial, LLC | 7,615 | $224.0K | 0.01% | +7,615 | New |
| Pictet Asset Management SA | 7,506 | $221.0K | 0.00% | +7,506 | New |
| Public Employees Retirement Association of Colorado | 7,457 | $220.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 7,275 | $214.0K | 0.01% | +7,275 | New |
| Auxier Asset Management | 7,240 | $213.0K | 0.03% | +7,240 | New |
| Shelton Capital Management | 7,033 | $207.0K | 0.01% | +7,033 | New |
| Virginia Retirement Systems Et Al | 6,900 | $203.0K | 0.00% | +6,900 | New |
| The PNC Financial Services Group, Inc. | 5,727 | $169.0K | 0.00% | +540+10.4% | Added |
| KBC Group NV | 3,133 | $92.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,020 | $60.0K | 0.00% | +87+4.5% | Added |
| Rockefeller Capital Management L.P. | 2,000 | $58.0K | 0.00% | −84−4.0% | Reduced |
| State of Wyoming | 1,890 | $56.0K | 0.03% | +1,890 | New |
| Sutton Wealth Advisors Inc. | 1,788 | $52.7K | 0.02% | +71+4.1% | Added |
| 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 |
| Tower Research Capital LLC (TRC) | 1,142 | $34.0K | 0.00% | −27,124−96.0% | Reduced |
| Bellwether Advisors, LLC | 1,111 | $32.0K | 0.01% | +1,111 | New |
| Leonteq Securities AG | 844 | $24.9K | 0.00% | −10,677−92.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 723 | $21.0K | 0.00% | +723 | New |
| Cullen/Frost Bankers, Inc. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 487 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 440 | $13.0K | 0.00% | +440 | 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 |
| 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 |
| Raffa Wealth Management, LLC | 315 | $9.29K | 0.00% | −133−29.7% | Reduced |
| Parkside Financial Bank & Trust | 221 | $7.00K | 0.00% | +24+12.2% | Added |
| Massmutual Trust Co FSB | 157 | $5.00K | 0.00% | +157 | New |
| Snowden Capital Advisors LLC | 175 | $5.00K | 0.00% | +175 | New |
| 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 |
| Quadrant Capital Group LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Slate Path Capital LP | 0 | $0 | 0.00% | −1,180,000−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −440,655−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −412,468−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −126,583−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −123,824−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −84,208−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −80,888−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −54,003−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −43,100−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −39,080−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,284−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,771−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −13,233−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,731−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −11,225−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,333−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6,489−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |