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, Q1 2022
Institutional positions in SM Energy Co as of Mar 31, 2022. 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
- 302
- +42 vs. Q4 2021
- Shares held
- 104.6M
- +1.07M (+1.0%) vs. Q4 2021
- Total value
- $4.08B
- +$1.02B (+33.5%) vs. Q4 2021
- New holders
- 63
- 98 more added
- Sold out
- 21
- 106 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,579,955 | $762.6M | 0.02% | +331,004+1.7% | Added |
| Vanguard Group Inc | 14,038,853 | $546.8M | 0.01% | +226,919+1.6% | Added |
| State Street Corp | 7,002,705 | $272.8M | 0.01% | +842,589+13.7% | Added |
| Dimensional Fund Advisors LP | 3,897,988 | $151.8M | 0.05% | +293,299+8.1% | Added |
| Goldman Sachs Group Inc | 3,249,967 | $126.6M | 0.03% | +849,019+35.4% | Added |
| JB Investments Management, LLC | 2,263,678 | $88.2M | 11.56% | −2,789,973−55.2% | Reduced |
| Invesco Ltd. | 2,229,142 | $86.8M | 0.02% | +1,046,602+88.5% | Added |
| Geode Capital Management, LLC | 2,166,887 | $84.4M | 0.01% | −179,553−7.7% | Reduced |
| Advisory Research Inc | 1,790,411 | $69.7M | 5.59% | +94,867+5.6% | Added |
| Ameriprise Financial Inc | 1,591,257 | $62.0M | 0.02% | +129,715+8.9% | Added |
| Charles Schwab Investment Management Inc | 1,533,492 | $59.7M | 0.02% | −71,025−4.4% | Reduced |
| River Road Asset Management, LLC | 1,497,596 | $58.3M | 0.64% | +296,961+24.7% | Added |
| Millennium Management LLC | 1,461,611 | $56.9M | 0.07% | −1,780,598−54.9% | Reduced |
| Bank of New York Mellon Corp | 1,440,804 | $56.1M | 0.01% | −34,693−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,403,390 | $54.7M | 0.07% | +251,848+21.9% | Added |
| Frontier Capital Management Co LLC | 1,383,044 | $53.9M | 0.49% | +1,383,044 | New |
| Northern Trust Corp | 1,316,423 | $51.3M | 0.01% | +45,241+3.6% | Added |
| D. E. Shaw & Co., Inc. | 1,258,655 | $49.0M | 0.06% | −582,894−31.7% | Reduced |
| Renaissance Technologies LLC | 1,183,200 | $46.1M | 0.05% | +948,900+405.0% | Added |
| JPMorgan Chase & Co | 1,071,135 | $41.7M | 0.01% | +520,509+94.5% | Added |
| Russell Investments Group, Ltd. | 1,059,599 | $41.3M | 0.07% | −156,282−12.9% | Reduced |
| Nuveen Asset Management, LLC | 935,722 | $37.1M | 0.01% | −147,242−13.6% | Reduced |
| Assenagon Asset Management S.A. | 932,800 | $36.3M | 0.12% | +127,052+15.8% | Added |
| Marshall Wace, LLP | 910,391 | $35.5M | 0.07% | +910,391 | New |
| Price T Rowe Associates Inc | 845,505 | $32.9M | 0.00% | +766,169+965.7% | Added |
| American Century Companies Inc | 820,859 | $32.0M | 0.02% | +144,881+21.4% | Added |
| Principal Financial Group Inc | 811,586 | $31.6M | 0.02% | −7,439−0.9% | Reduced |
| Two Sigma Advisers, LP | 730,902 | $28.5M | 0.08% | −334,800−31.4% | Reduced |
| First Trust Advisors LP | 727,030 | $28.3M | 0.03% | −1,109,777−60.4% | Reduced |
| Macquarie Group Ltd | 709,422 | $27.6M | 0.02% | +149,292+26.7% | Added |
| Bank of America Corp | 692,853 | $27.0M | 0.00% | +15,977+2.4% | Added |
| Barclays PLC | 679,316 | $26.5M | 0.02% | +77,764+12.9% | Added |
| FMR LLC | 669,299 | $26.1M | 0.00% | +373,536+126.3% | Added |
| Great Lakes Advisors, LLC | 645,546 | $25.1M | 0.41% | −227,642−26.1% | Reduced |
| Voloridge Investment Management, LLC | 636,819 | $24.8M | 0.14% | −55,124−8.0% | Reduced |
| Aventail Capital Group, LP | 635,827 | $24.8M | 3.70% | −381,973−37.5% | Reduced |
| Bridgeway Capital Management, LLC | 633,000 | $24.7M | 0.48% | +30,000+5.0% | Added |
| Telemark Asset Management, LLC | 600,000 | $23.4M | 2.06% | −200,000−25.0% | Reduced |
| Glenmede Trust Co NA | 549,711 | $21.4M | 0.11% | −704−0.1% | Reduced |
| Panagora Asset Management Inc | 547,744 | $21.3M | 0.12% | +20,085+3.8% | Added |
| Hodges Capital Management Inc. | 539,207 | $21.0M | 1.67% | −362−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 525,909 | $20.5M | 0.01% | −1,675−0.3% | Reduced |
| Morgan Stanley | 501,494 | $19.5M | 0.00% | −315,996−38.7% | Reduced |
| William Blair Investment Management, LLC | 435,181 | $16.9M | 0.05% | +435,181 | New |
| Putnam Investments LLC | 424,540 | $16.5M | 0.03% | +68,993+19.4% | Added |
| Pacer Advisors, Inc. | 418,044 | $16.3M | 0.13% | +418,044 | New |
| Encompass Capital Advisors LLC | 406,304 | $15.8M | 1.16% | +276,916+214.0% | Added |
| Rhumbline Advisers | 404,568 | $15.8M | 0.02% | −5,639−1.4% | Reduced |
| HITE Hedge Asset Management LLC | 396,359 | $15.4M | 1.50% | +114,910+40.8% | Added |
| Legal & General Group Plc | 367,272 | $14.3M | 0.00% | −4,001−1.1% | Reduced |
| Thomist Capital Management, LP | 346,464 | $13.5M | 7.17% | +346,464 | New |
| Allianz Asset Management GmbH | 337,489 | $13.1M | 0.01% | −97,086−22.3% | Reduced |
| Edgestream Partners, L.P. | 334,335 | $13.0M | 1.04% | +38,875+13.2% | Added |
| Bank of Montreal | 318,504 | $13.0M | 0.01% | +183,260+135.5% | Added |
| Capital Growth Management LP | 330,000 | $12.9M | 1.19% | +330,000 | New |
| Squarepoint Ops LLC | 327,774 | $12.8M | 0.10% | +327,774 | New |
| Schroder Investment Management Group | 289,862 | $11.8M | 0.02% | +118,569+69.2% | Added |
| Thrivent Financial for Lutherans | 289,708 | $11.3M | 0.02% | −84,011−22.5% | Reduced |
| Man Group plc | 278,738 | $10.9M | 0.04% | +261,606+1,527.0% | Added |
| Swiss National Bank | 272,800 | $10.6M | 0.01% | +19,400+7.7% | Added |
| Hill City Capital, LP | 270,000 | $10.5M | 2.01% | 00.0% | Unchanged |
| Citigroup Inc | 268,702 | $10.5M | 0.01% | +67,326+33.4% | Added |
| Rafferty Asset Management, LLC | 257,026 | $10.0M | 0.06% | −67,334−20.8% | Reduced |
| Credit Suisse AG | 250,189 | $9.75M | 0.01% | +14,984+6.4% | Added |
| Public Sector Pension Investment Board | 226,726 | $8.83M | 0.05% | −20,690−8.4% | Reduced |
| Prudential Financial Inc | 223,655 | $8.71M | 0.01% | −34,596−13.4% | Reduced |
| Evoke Wealth, LLC | 223,181 | $8.69M | 0.28% | −4,500−2.0% | Reduced |
| Quantedge Capital Pte Ltd | 202,200 | $7.88M | 2.33% | +71,500+54.7% | Added |
| Hillsdale Investment Management Inc. | 200,300 | $7.80M | 0.50% | −41,600−17.2% | Reduced |
| Mariner, LLC | 194,336 | $7.57M | 0.03% | +29,815+18.1% | Added |
| Cubist Systematic Strategies, LLC | 186,045 | $7.25M | 0.06% | −75,834−29.0% | Reduced |
| Oslo Asset Management AS | 181,108 | $7.05M | 9.27% | +55,000+43.6% | Added |
| California Public Employees Retirement System | 179,777 | $7.00M | 0.01% | +179,777 | New |
| New York State Teachers Retirement System | 179,707 | $7.00M | 0.01% | +14,064+8.5% | Added |
| Alliancebernstein L.P. | 176,779 | $6.89M | 0.00% | +17,073+10.7% | Added |
| Boston Partners | 176,056 | $6.86M | 0.01% | +85,363+94.1% | Added |
| Two Sigma Investments, LP | 175,292 | $6.83M | 0.02% | +19,000+12.2% | Added |
| RR Advisors, LLC | 174,000 | $6.78M | 1.17% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 173,157 | $6.75M | 0.02% | +49,541+40.1% | Added |
| UBS Group AG | 171,731 | $6.69M | 0.00% | −113,078−39.7% | Reduced |
| SIR Capital Management, L.P. | 159,839 | $6.23M | 1.09% | −77,700−32.7% | Reduced |
| Alyeska Investment Group, L.P. | 157,600 | $6.14M | 0.07% | +33,871+27.4% | Added |
| Citadel Advisors LLC | 156,323 | $6.09M | 0.01% | −424,985−73.1% | Reduced |
| Raymond James & Associates | 155,404 | $6.05M | 0.01% | −13,927−8.2% | Reduced |
| California State Teachers Retirement System | 149,595 | $5.83M | 0.01% | −12,950−8.0% | Reduced |
| Point72 Asset Management, L.P. | 144,850 | $5.64M | 0.02% | −329,571−69.5% | Reduced |
| Nisa Investment Advisors, LLC | 140,570 | $5.47M | 0.04% | −460−0.3% | Reduced |
| Comerica Bank | 134,935 | $5.44M | 0.04% | +5,508+4.3% | Added |
| Wells Fargo & Company | 128,838 | $5.02M | 0.00% | −15,290−10.6% | Reduced |
| AQR Capital Management LLC | 117,591 | $4.58M | 0.01% | −4,495−3.7% | Reduced |
| UBS Asset Management Americas Inc | 116,921 | $4.55M | 0.00% | −11,830−9.2% | Reduced |
| HSBC Holdings PLC | 112,433 | $4.50M | 0.01% | +60,532+116.6% | Added |
| BNP Paribas Arbitrage, SA | 114,944 | $4.48M | 0.01% | −147,688−56.2% | Reduced |
| Great West Life Assurance Co | 110,627 | $4.43M | 0.01% | +2,680+2.5% | Added |
| Yousif Capital Management, LLC | 113,579 | $4.42M | 0.05% | +1,145+1.0% | Added |
| PEAK6 Investments LLC | 113,574 | $4.42M | 0.13% | +19,430+20.6% | Added |
| Jump Financial, LLC | 109,367 | $4.26M | 0.18% | +101,752+1,336.2% | Added |
| Allspring Global Investments Holdings, LLC | 107,327 | $4.18M | 0.01% | +27,527+34.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 104,722 | $4.08M | 0.04% | +12,912+14.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 100,277 | $3.91M | 0.09% | +100,277 | New |