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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 18 | $0 | 0.00% | −1,982−99.1% | Reduced |
| Glassman Wealth Services | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 12 | $0 | 0.00% | +12 | New |
| Fieldpoint Private Securities, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $1.00K | 0.00% | −4−19.0% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $1.00K | 0.00% | +25+227.3% | Added |
| Schubert & Co | 18 | $1.00K | 0.00% | +10+125.0% | Added |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Cordant, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Hexagon Capital Partners LLC | 19 | $1.00K | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Parallel Advisors, LLC | 69 | $3.00K | 0.00% | −264−79.3% | Reduced |
| C M Bidwell & Associates Ltd | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Umb Bank N A | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 133 | $5.00K | 0.00% | +62+87.3% | Added |
| TCWP LLC | 147 | $5.00K | 0.00% | +147 | New |
| Massmutual Trust Co FSB | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 150 | $6.00K | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 146 | $6.00K | 0.00% | +146 | New |
| GW&K Investment Management, LLC | 180 | $7.00K | 0.00% | +180 | New |
| Parkside Financial Bank & Trust | 254 | $10.0K | 0.00% | +33+14.9% | Added |
| Cypress Capital Management LLC (WY) | 310 | $12.0K | 0.01% | +310 | New |
| Raffa Wealth Management, LLC | 315 | $12.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 323 | $13.0K | 0.00% | −38−10.5% | Reduced |
| Sageworth Trust Co of South Dakota | 333 | $13.0K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 359 | $14.0K | 0.02% | +359 | New |
| Fortitude Advisory Group L.L.C. | 380 | $15.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 447 | $17.0K | 0.00% | +7+1.6% | Added |
| Cullen/Frost Bankers, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 527 | $20.5K | 0.00% | −317−37.6% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $24.1K | 0.00% | +620 | New |
| IFP Advisors, Inc | 656 | $26.0K | 0.00% | +656 | New |
| USA Financial Portformulas Corp | 747 | $29.0K | 0.03% | +747 | New |
| Versant Capital Management, Inc | 775 | $30.0K | 0.01% | −727−48.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,215 | $47.0K | 0.00% | +1,215 | New |
| Byrne Asset Management LLC | 1,300 | $51.0K | 0.03% | +1,300 | New |
| State of Wyoming | 1,361 | $53.0K | 0.03% | −529−28.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $54.5K | 0.00% | +1,400 | New |
| Bartlett & Co. LLC | 1,400 | $55.0K | 0.00% | +1,400 | New |
| Sutton Wealth Advisors Inc. | 1,790 | $69.7K | 0.02% | +2+0.1% | Added |
| Fifth Third Bancorp | 2,020 | $79.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 2,532 | $99.0K | 0.09% | +2,532 | New |
| Harvest Fund Management Co., Ltd | 2,886 | $112.0K | 0.02% | +2,886 | New |
| Proequities, Inc. | 2,930 | $114.0K | 0.01% | +2,930 | New |
| Canada Pension Plan Investment Board | 3,000 | $117.0K | 0.00% | −217,402−98.6% | Reduced |
| Meeder Asset Management Inc | 3,187 | $125.0K | 0.01% | +3,187 | New |
| Advisor Group Holdings, Inc. | 3,041 | $130.0K | 0.00% | −17,379−85.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,662 | $143.0K | 0.00% | +2,520+220.7% | Added |
| KBC Group NV | 3,904 | $152.0K | 0.00% | +771+24.6% | Added |
| Neo Ivy Capital Management | 4,842 | $188.0K | 0.17% | +4,842 | New |
| Walleye Trading LLC | 5,857 | $228.0K | 0.00% | −15,877−73.1% | Reduced |
| Cutler Group LP | 5,882 | $229.0K | 0.02% | +5,882 | New |
| CWM Advisors, LLC | 5,985 | $233.0K | 0.03% | −2,464−29.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,120 | $238.0K | 0.04% | +6,120 | New |
| Xponance, Inc. | 6,232 | $243.0K | 0.00% | +6,232 | New |
| FORA Capital, LLC | 6,602 | $268.0K | 0.05% | +6,602 | New |
| Auxier Asset Management | 7,040 | $274.0K | 0.04% | −200−2.8% | Reduced |
| Cornerstone Investment Partners, LLC | 7,275 | $283.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,304 | $284.5K | 0.01% | −24,034−76.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,457 | $290.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,482 | $291.0K | 0.00% | +7,482 | New |
| AlphaCrest Capital Management LLC | 7,500 | $292.0K | 0.02% | −21,400−74.0% | Reduced |
| Pictet Asset Management SA | 7,506 | $292.0K | 0.00% | 00.0% | Unchanged |
| SG3 Management, LLC | 7,500 | $292.0K | 0.08% | +7,500 | New |
| Shelton Capital Management | 7,601 | $296.0K | 0.01% | +568+8.1% | Added |
| Meridian Wealth Advisors, LLC | 7,720 | $301.0K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,739 | $301.0K | 0.00% | +33+0.4% | Added |
| Verition Fund Management LLC | 7,741 | $302.0K | 0.01% | +7,741 | New |
| Lee Financial Co | 8,000 | $312.0K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,075 | $314.0K | 0.00% | +2,348+41.0% | Added |
| Advisor Partners LLC | 8,341 | $325.0K | 0.02% | +372+4.7% | Added |
| Eaton Vance Management | 8,361 | $326.0K | 0.00% | +309+3.8% | Added |
| XTX Topco Ltd | 8,790 | $342.0K | 0.15% | +8,790 | New |
| King Luther Capital Management Corp | 8,804 | $343.0K | 0.00% | 00.0% | Unchanged |
| Parametrica Management Ltd | 8,854 | $345.0K | 0.26% | +8,854 | New |
| Ironwood Investment Management LLC | 8,990 | $350.0K | 0.19% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9,044 | $352.0K | 0.00% | −9,709−51.8% | Reduced |
| Commonwealth Equity Services, LLC | 9,181 | $357.0K | 0.00% | +9,181 | New |
| Globeflex Capital L P | 9,163 | $357.0K | 0.07% | +9,163 | New |
| Ameritas Investment Partners, Inc. | 9,284 | $362.0K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 9,379 | $365.0K | 0.02% | +969+11.5% | Added |
| Kestra Advisory Services, LLC | 9,686 | $377.0K | 0.00% | −12−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,730 | $379.0K | 0.01% | −10−0.1% | Reduced |
| Profund Advisors LLC | 10,084 | $393.0K | 0.02% | −1,055−9.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,200 | $397.0K | 0.01% | +10,200 | New |
| Public Employees Retirement System of Ohio | 10,254 | $399.0K | 0.00% | −2,511−19.7% | Reduced |
| LPL Financial LLC | 10,284 | $401.0K | 0.00% | −7,911−43.5% | Reduced |
| Los Angeles Capital Management LLC | 10,455 | $407.0K | 0.00% | −377−3.5% | Reduced |
| Delphia (USA) Inc. | 10,683 | $416.0K | 0.31% | −5,817−35.3% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $435.0K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 11,205 | $436.0K | 0.10% | −7,000−38.5% | Reduced |
| Ellevest, Inc. | 11,390 | $444.0K | 0.04% | +1,078+10.5% | Added |
| CIBC Private Wealth Group, LLC | 11,722 | $457.0K | 0.00% | +1,291+12.4% | Added |