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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,038,853 | $546.8M | 0.01% | +226,919+1.6% | Added |
| BlackRock Inc. | 19,579,955 | $762.6M | 0.02% | +331,004+1.7% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −355,797−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −324,902−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −265,092−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −173,611−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −96,000−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −87,113−100.0% | Sold out |
| Condire Management, LP | 0 | $0 | 0.00% | −86,390−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −84,147−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −83,993−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −66,058−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −52,319−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −40,670−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,063−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −14,011−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,412−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |