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 |
|---|---|---|---|---|---|
| Ethic Inc. | 11,765 | $458.0K | 0.03% | +1,216+11.5% | Added |
| Allied Investment Advisors, LLC | 11,870 | $462.0K | 0.15% | −25−0.2% | Reduced |
| Virtu Financial LLC | 12,298 | $479.0K | 0.04% | +12,298 | New |
| Arlington Capital Management, Inc. | 12,833 | $500.0K | 2.03% | +101+0.8% | Added |
| Captrust Financial Advisors | 12,846 | $500.0K | 0.00% | +3,618+39.2% | Added |
| Wellington Management Group LLP | 13,408 | $522.0K | 0.00% | −232,165−94.5% | Reduced |
| Quantitative Investment Management, LLC | 13,479 | $525.0K | 0.06% | +13,479 | New |
| Redwood Investment Management, LLC | 14,335 | $558.0K | 0.08% | +14,335 | New |
| Paloma Partners Management Co | 14,750 | $575.0K | 0.04% | −70,076−82.6% | Reduced |
| Capital Counsel LLC | 15,000 | $584.0K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,100 | $588.0K | 0.01% | +15,100 | New |
| Corton Capital Inc. | 15,279 | $595.0K | 0.26% | −27,016−63.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 15,300 | $596.0K | 0.00% | +5,300+53.0% | Added |
| Shell Asset Management Co | 15,573 | $607.0K | 0.01% | −2,307−12.9% | Reduced |
| Gotham Asset Management, LLC | 15,631 | $609.0K | 0.02% | −56,087−78.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,000 | $615.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 16,440 | $640.0K | 0.68% | +16,440 | New |
| Bailard, Inc. | 17,000 | $662.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 17,215 | $671.0K | 0.03% | −1,523−8.1% | Reduced |
| AE Wealth Management LLC | 17,416 | $678.0K | 0.00% | +17,416 | New |
| Mutual of America Capital Management LLC | 17,504 | $682.0K | 0.01% | +908+5.5% | Added |
| First Hawaiian Bank | 18,160 | $707.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,407 | $717.0K | 0.00% | −8,978−32.8% | Reduced |
| Virginia Retirement Systems Et Al | 18,600 | $724.0K | 0.01% | +11,700+169.6% | Added |
| Bluestein R H & Co | 19,100 | $744.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 19,770 | $770.0K | 0.00% | −10,135−33.9% | Reduced |
| Royal Bank of Canada | 19,875 | $774.0K | 0.00% | −9,544−32.4% | Reduced |
| Sippican Capital Advisors | 20,020 | $780.0K | 0.65% | −9,780−32.8% | Reduced |
| Natixis Advisors, L.P. | 20,390 | $794.0K | 0.00% | +4,513+28.4% | Added |
| Hanseatic Management Services Inc | 20,509 | $799.0K | 1.37% | +890+4.5% | Added |
| SG Americas Securities, LLC | 20,740 | $808.0K | 0.01% | −46,346−69.1% | Reduced |
| Aj Wealth Strategies, LLC | 22,138 | $862.0K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,204 | $864.0K | 0.00% | +60.0% | Added |
| Cerity Partners LLC | 22,481 | $876.0K | 0.01% | −169−0.7% | Reduced |
| Diversified Trust Co | 23,411 | $912.0K | 0.03% | +115+0.5% | Added |
| Polianta Ltd | 24,000 | $934.0K | 0.61% | −15,500−39.2% | Reduced |
| Teacher Retirement System of Texas | 24,050 | $937.0K | 0.00% | −60,839−71.7% | Reduced |
| Quantbot Technologies LP | 24,521 | $955.0K | 0.08% | +24,521 | New |
| Jane Street Group, LLC | 24,562 | $957.0K | 0.00% | −77,048−75.8% | Reduced |
| Engineers Gate Manager LP | 24,718 | $963.0K | 0.04% | −17,377−41.3% | Reduced |
| SEI Investments Co | 26,191 | $1.01M | 0.00% | −978−3.6% | Reduced |
| Cornercap Investment Counsel Inc | 26,124 | $1.02M | 0.11% | +26,124 | New |
| Graham Capital Management, L.P. | 26,363 | $1.03M | 0.05% | +11,925+82.6% | Added |
| ProShare Advisors LLC | 26,743 | $1.04M | 0.00% | −3,335−11.1% | Reduced |
| Summit Global Investments | 28,492 | $1.11M | 0.08% | +28,492 | New |
| Guggenheim Capital LLC | 28,812 | $1.12M | 0.01% | +5,278+22.4% | Added |
| Bryn Mawr Trust Co | 29,135 | $1.14M | 0.04% | −4,700−13.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,400 | $1.15M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 29,822 | $1.16M | 0.05% | +29,822 | New |
| Alpha DNA Investment Management LLC | 30,105 | $1.17M | 0.83% | +30,105 | New |
| Dynamic Technology Lab Private Ltd | 30,410 | $1.18M | 0.14% | +10,364+51.7% | Added |
| STRS Ohio | 30,700 | $1.20M | 0.00% | +1,000+3.4% | Added |
| Arizona State Retirement System | 31,194 | $1.22M | 0.01% | +199+0.6% | Added |
| NN Investment Partners Holdings N.V. | 31,400 | $1.22M | 0.01% | −14,800−32.0% | Reduced |
| CIBC World Markets Inc. | 31,470 | $1.23M | 0.00% | +31,470 | New |
| Jackson Creek Investment Advisors LLC | 31,907 | $1.24M | 0.45% | +666+2.1% | Added |
| Waldron Private Wealth LLC | 32,363 | $1.26M | 0.06% | +45+0.1% | Added |
| Ensign Peak Advisors, Inc | 32,770 | $1.28M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 33,119 | $1.29M | 0.01% | −57,799−63.6% | Reduced |
| Affinity Investment Advisors, LLC | 33,249 | $1.29M | 0.53% | 00.0% | Unchanged |
| Bokf, NA | 34,100 | $1.33M | 0.02% | +34,100 | New |
| Virtue Capital Management, LLC | 37,112 | $1.45M | 0.23% | −1,767−4.5% | Reduced |
| Truist Financial Corp | 39,096 | $1.52M | 0.00% | −6,393−14.1% | Reduced |
| TCI Wealth Advisors, Inc. | 39,071 | $1.52M | 0.23% | 00.0% | Unchanged |
| Creative Planning | 39,238 | $1.53M | 0.00% | +17,979+84.6% | Added |
| Wolverine Asset Management LLC | 40,668 | $1.58M | 0.02% | −18,500−31.3% | Reduced |
| Victory Capital Management Inc | 46,050 | $1.64M | 0.00% | +10,436+29.3% | Added |
| State Board of Administration of Florida Retirement System | 43,379 | $1.69M | 0.00% | −4,668−9.7% | Reduced |
| Martingale Asset Management L P | 45,135 | $1.76M | 0.03% | +7,858+21.1% | Added |
| Oregon Public Employees Retirement Fund | 45,943 | $1.79M | 0.02% | −700−1.5% | Reduced |
| Harvest Investment Services, LLC | 46,139 | $1.80M | 1.08% | +8,253+21.8% | Added |
| Franklin Resources Inc | 46,666 | $1.82M | 0.00% | −1,967−4.0% | Reduced |
| Algert Global LLC | 47,410 | $1.85M | 0.12% | +28,733+153.8% | Added |
| Maryland State Retirement & Pension System | 48,711 | $1.90M | 0.05% | +284+0.6% | Added |
| Manufacturers Life Insurance Company, The | 49,343 | $1.92M | 0.00% | −11,176−18.5% | Reduced |
| Tudor Investment Corp Et Al | 49,712 | $1.94M | 0.05% | +24,924+100.5% | Added |
| US Bancorp | 50,762 | $1.98M | 0.00% | −5,119−9.2% | Reduced |
| Amalgamated Bank | 54,567 | $2.13M | 0.02% | −1,803−3.2% | Reduced |
| Amalgamated Financial Corp. | 54,567 | $2.13M | 0.02% | +54,567 | New |
| Kore Private Wealth LLC | 54,867 | $2.14M | 0.27% | +1,638+3.1% | Added |
| Stifel Financial Corp | 55,876 | $2.18M | 0.00% | −1,793−3.1% | Reduced |
| Mercer Global Advisors Inc | 56,482 | $2.20M | 0.01% | −22,907−28.9% | Reduced |
| Louisiana State Employees Retirement System | 59,100 | $2.38M | 0.06% | +300+0.5% | Added |
| AXA S.A. | 61,800 | $2.41M | 0.01% | −6,300−9.3% | Reduced |
| MetLife Investment Management | 63,571 | $2.48M | 0.02% | +22,582+55.1% | Added |
| Jacobs Levy Equity Management, Inc | 63,709 | $2.48M | 0.02% | −32,841−34.0% | Reduced |
| Yaupon Capital Management LP | 66,400 | $2.59M | 1.40% | +66,400 | New |
| CoreCommodity Management, LLC | 67,594 | $2.63M | 0.58% | +20,434+43.3% | Added |
| Pekin Hardy Strauss, Inc. | 68,485 | $2.67M | 0.36% | +68,485 | New |
| American International Group, Inc. | 68,856 | $2.68M | 0.01% | −4,219−5.8% | Reduced |
| 1492 Capital Management LLC | 71,602 | $2.79M | 1.48% | −64,689−47.5% | Reduced |
| State of New Jersey Common Pension Fund D | 74,614 | $2.91M | 0.01% | −18,387−19.8% | Reduced |
| ExodusPoint Capital Management, LP | 74,606 | $2.91M | 0.04% | +53,641+255.9% | Added |
| First Eagle Investment Management, LLC | 74,838 | $2.92M | 0.01% | +43,635+139.8% | Added |
| Hussman Strategic Advisors, Inc. | 81,600 | $3.18M | 0.62% | −46,400−36.3% | Reduced |
| Susquehanna International Group, LLP | 83,323 | $3.25M | 0.00% | −47,256−36.2% | Reduced |
| State of Tennessee, Treasury Department | 84,694 | $3.30M | 0.01% | +21,609+34.3% | Added |
| State of Alaska, Department of Revenue | 84,783 | $3.30M | 0.03% | −1,225−1.4% | Reduced |
| Texas Permanent School Fund | 86,119 | $3.35M | 0.05% | −1,843−2.1% | Reduced |
| Voya Investment Management LLC | 89,465 | $3.48M | 0.01% | +1,698+1.9% | Added |