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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 89,899 | $3.50M | 0.03% | +3,393+3.9% | Added |
| Deutsche Bank AG | 93,007 | $3.62M | 0.00% | −543,670−85.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 100,277 | $3.91M | 0.09% | +100,277 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 104,722 | $4.08M | 0.04% | +12,912+14.1% | Added |
| Allspring Global Investments Holdings, LLC | 107,327 | $4.18M | 0.01% | +27,527+34.5% | Added |
| Jump Financial, LLC | 109,367 | $4.26M | 0.18% | +101,752+1,336.2% | 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 |
| Great West Life Assurance Co | 110,627 | $4.43M | 0.01% | +2,680+2.5% | Added |
| BNP Paribas Arbitrage, SA | 114,944 | $4.48M | 0.01% | −147,688−56.2% | Reduced |
| HSBC Holdings PLC | 112,433 | $4.50M | 0.01% | +60,532+116.6% | Added |
| UBS Asset Management Americas Inc | 116,921 | $4.55M | 0.00% | −11,830−9.2% | Reduced |
| AQR Capital Management LLC | 117,591 | $4.58M | 0.01% | −4,495−3.7% | Reduced |
| Wells Fargo & Company | 128,838 | $5.02M | 0.00% | −15,290−10.6% | Reduced |
| Comerica Bank | 134,935 | $5.44M | 0.04% | +5,508+4.3% | Added |
| Nisa Investment Advisors, LLC | 140,570 | $5.47M | 0.04% | −460−0.3% | Reduced |
| Point72 Asset Management, L.P. | 144,850 | $5.64M | 0.02% | −329,571−69.5% | Reduced |
| California State Teachers Retirement System | 149,595 | $5.83M | 0.01% | −12,950−8.0% | Reduced |
| Raymond James & Associates | 155,404 | $6.05M | 0.01% | −13,927−8.2% | Reduced |
| Citadel Advisors LLC | 156,323 | $6.09M | 0.01% | −424,985−73.1% | Reduced |
| Alyeska Investment Group, L.P. | 157,600 | $6.14M | 0.07% | +33,871+27.4% | Added |
| SIR Capital Management, L.P. | 159,839 | $6.23M | 1.09% | −77,700−32.7% | Reduced |
| UBS Group AG | 171,731 | $6.69M | 0.00% | −113,078−39.7% | Reduced |
| Federated Hermes, Inc. | 173,157 | $6.75M | 0.02% | +49,541+40.1% | Added |
| RR Advisors, LLC | 174,000 | $6.78M | 1.17% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 175,292 | $6.83M | 0.02% | +19,000+12.2% | Added |
| Boston Partners | 176,056 | $6.86M | 0.01% | +85,363+94.1% | Added |
| Alliancebernstein L.P. | 176,779 | $6.89M | 0.00% | +17,073+10.7% | Added |
| New York State Teachers Retirement System | 179,707 | $7.00M | 0.01% | +14,064+8.5% | Added |
| California Public Employees Retirement System | 179,777 | $7.00M | 0.01% | +179,777 | New |
| Oslo Asset Management AS | 181,108 | $7.05M | 9.27% | +55,000+43.6% | Added |
| Cubist Systematic Strategies, LLC | 186,045 | $7.25M | 0.06% | −75,834−29.0% | Reduced |
| Mariner, LLC | 194,336 | $7.57M | 0.03% | +29,815+18.1% | Added |
| Hillsdale Investment Management Inc. | 200,300 | $7.80M | 0.50% | −41,600−17.2% | Reduced |
| Quantedge Capital Pte Ltd | 202,200 | $7.88M | 2.33% | +71,500+54.7% | Added |
| Evoke Wealth, LLC | 223,181 | $8.69M | 0.28% | −4,500−2.0% | Reduced |
| Prudential Financial Inc | 223,655 | $8.71M | 0.01% | −34,596−13.4% | Reduced |
| Public Sector Pension Investment Board | 226,726 | $8.83M | 0.05% | −20,690−8.4% | Reduced |
| Credit Suisse AG | 250,189 | $9.75M | 0.01% | +14,984+6.4% | Added |
| Rafferty Asset Management, LLC | 257,026 | $10.0M | 0.06% | −67,334−20.8% | Reduced |
| Citigroup Inc | 268,702 | $10.5M | 0.01% | +67,326+33.4% | Added |
| Hill City Capital, LP | 270,000 | $10.5M | 2.01% | 00.0% | Unchanged |
| Swiss National Bank | 272,800 | $10.6M | 0.01% | +19,400+7.7% | Added |
| Man Group plc | 278,738 | $10.9M | 0.04% | +261,606+1,527.0% | Added |
| Thrivent Financial for Lutherans | 289,708 | $11.3M | 0.02% | −84,011−22.5% | Reduced |
| Schroder Investment Management Group | 289,862 | $11.8M | 0.02% | +118,569+69.2% | Added |
| Squarepoint Ops LLC | 327,774 | $12.8M | 0.10% | +327,774 | New |
| Capital Growth Management LP | 330,000 | $12.9M | 1.19% | +330,000 | New |
| Bank of Montreal | 318,504 | $13.0M | 0.01% | +183,260+135.5% | Added |
| Edgestream Partners, L.P. | 334,335 | $13.0M | 1.04% | +38,875+13.2% | Added |
| Allianz Asset Management GmbH | 337,489 | $13.1M | 0.01% | −97,086−22.3% | Reduced |
| Thomist Capital Management, LP | 346,464 | $13.5M | 7.17% | +346,464 | New |
| Legal & General Group Plc | 367,272 | $14.3M | 0.00% | −4,001−1.1% | Reduced |
| HITE Hedge Asset Management LLC | 396,359 | $15.4M | 1.50% | +114,910+40.8% | Added |
| Rhumbline Advisers | 404,568 | $15.8M | 0.02% | −5,639−1.4% | Reduced |
| Encompass Capital Advisors LLC | 406,304 | $15.8M | 1.16% | +276,916+214.0% | Added |
| Pacer Advisors, Inc. | 418,044 | $16.3M | 0.13% | +418,044 | New |
| Putnam Investments LLC | 424,540 | $16.5M | 0.03% | +68,993+19.4% | Added |
| William Blair Investment Management, LLC | 435,181 | $16.9M | 0.05% | +435,181 | New |
| Morgan Stanley | 501,494 | $19.5M | 0.00% | −315,996−38.7% | Reduced |
| Parametric Portfolio Associates LLC | 525,909 | $20.5M | 0.01% | −1,675−0.3% | Reduced |
| Hodges Capital Management Inc. | 539,207 | $21.0M | 1.67% | −362−0.1% | Reduced |
| Panagora Asset Management Inc | 547,744 | $21.3M | 0.12% | +20,085+3.8% | Added |
| Glenmede Trust Co NA | 549,711 | $21.4M | 0.11% | −704−0.1% | Reduced |
| Telemark Asset Management, LLC | 600,000 | $23.4M | 2.06% | −200,000−25.0% | Reduced |
| Bridgeway Capital Management, LLC | 633,000 | $24.7M | 0.48% | +30,000+5.0% | Added |
| Aventail Capital Group, LP | 635,827 | $24.8M | 3.70% | −381,973−37.5% | Reduced |
| Voloridge Investment Management, LLC | 636,819 | $24.8M | 0.14% | −55,124−8.0% | Reduced |
| Great Lakes Advisors, LLC | 645,546 | $25.1M | 0.41% | −227,642−26.1% | Reduced |
| FMR LLC | 669,299 | $26.1M | 0.00% | +373,536+126.3% | Added |
| Barclays PLC | 679,316 | $26.5M | 0.02% | +77,764+12.9% | Added |
| Bank of America Corp | 692,853 | $27.0M | 0.00% | +15,977+2.4% | Added |
| Macquarie Group Ltd | 709,422 | $27.6M | 0.02% | +149,292+26.7% | Added |
| First Trust Advisors LP | 727,030 | $28.3M | 0.03% | −1,109,777−60.4% | Reduced |
| Two Sigma Advisers, LP | 730,902 | $28.5M | 0.08% | −334,800−31.4% | Reduced |
| Principal Financial Group Inc | 811,586 | $31.6M | 0.02% | −7,439−0.9% | Reduced |
| American Century Companies Inc | 820,859 | $32.0M | 0.02% | +144,881+21.4% | Added |
| Price T Rowe Associates Inc | 845,505 | $32.9M | 0.00% | +766,169+965.7% | Added |
| Marshall Wace, LLP | 910,391 | $35.5M | 0.07% | +910,391 | New |
| Assenagon Asset Management S.A. | 932,800 | $36.3M | 0.12% | +127,052+15.8% | Added |
| Nuveen Asset Management, LLC | 935,722 | $37.1M | 0.01% | −147,242−13.6% | Reduced |
| Russell Investments Group, Ltd. | 1,059,599 | $41.3M | 0.07% | −156,282−12.9% | Reduced |
| JPMorgan Chase & Co | 1,071,135 | $41.7M | 0.01% | +520,509+94.5% | Added |
| Renaissance Technologies LLC | 1,183,200 | $46.1M | 0.05% | +948,900+405.0% | Added |
| D. E. Shaw & Co., Inc. | 1,258,655 | $49.0M | 0.06% | −582,894−31.7% | Reduced |
| Northern Trust Corp | 1,316,423 | $51.3M | 0.01% | +45,241+3.6% | Added |
| Frontier Capital Management Co LLC | 1,383,044 | $53.9M | 0.49% | +1,383,044 | New |
| Arrowstreet Capital, Limited Partnership | 1,403,390 | $54.7M | 0.07% | +251,848+21.9% | Added |
| Bank of New York Mellon Corp | 1,440,804 | $56.1M | 0.01% | −34,693−2.4% | Reduced |
| Millennium Management LLC | 1,461,611 | $56.9M | 0.07% | −1,780,598−54.9% | Reduced |
| River Road Asset Management, LLC | 1,497,596 | $58.3M | 0.64% | +296,961+24.7% | Added |
| Charles Schwab Investment Management Inc | 1,533,492 | $59.7M | 0.02% | −71,025−4.4% | Reduced |
| Ameriprise Financial Inc | 1,591,257 | $62.0M | 0.02% | +129,715+8.9% | Added |
| Advisory Research Inc | 1,790,411 | $69.7M | 5.59% | +94,867+5.6% | Added |
| Geode Capital Management, LLC | 2,166,887 | $84.4M | 0.01% | −179,553−7.7% | Reduced |
| Invesco Ltd. | 2,229,142 | $86.8M | 0.02% | +1,046,602+88.5% | Added |
| JB Investments Management, LLC | 2,263,678 | $88.2M | 11.56% | −2,789,973−55.2% | Reduced |
| Goldman Sachs Group Inc | 3,249,967 | $126.6M | 0.03% | +849,019+35.4% | Added |
| Dimensional Fund Advisors LP | 3,897,988 | $151.8M | 0.05% | +293,299+8.1% | Added |
| State Street Corp | 7,002,705 | $272.8M | 0.01% | +842,589+13.7% | Added |