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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 93,007 | $3.62M | 0.00% | −543,670−85.4% | Reduced |
| Congress Asset Management Co | 89,899 | $3.50M | 0.03% | +3,393+3.9% | Added |
| Voya Investment Management LLC | 89,465 | $3.48M | 0.01% | +1,698+1.9% | Added |
| Texas Permanent School Fund | 86,119 | $3.35M | 0.05% | −1,843−2.1% | Reduced |
| State of Alaska, Department of Revenue | 84,783 | $3.30M | 0.03% | −1,225−1.4% | Reduced |
| State of Tennessee, Treasury Department | 84,694 | $3.30M | 0.01% | +21,609+34.3% | Added |
| Susquehanna International Group, LLP | 83,323 | $3.25M | 0.00% | −47,256−36.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 81,600 | $3.18M | 0.62% | −46,400−36.3% | Reduced |
| First Eagle Investment Management, LLC | 74,838 | $2.92M | 0.01% | +43,635+139.8% | Added |
| 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 |
| 1492 Capital Management LLC | 71,602 | $2.79M | 1.48% | −64,689−47.5% | Reduced |
| American International Group, Inc. | 68,856 | $2.68M | 0.01% | −4,219−5.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 68,485 | $2.67M | 0.36% | +68,485 | New |
| CoreCommodity Management, LLC | 67,594 | $2.63M | 0.58% | +20,434+43.3% | Added |
| Yaupon Capital Management LP | 66,400 | $2.59M | 1.40% | +66,400 | New |
| Jacobs Levy Equity Management, Inc | 63,709 | $2.48M | 0.02% | −32,841−34.0% | Reduced |
| MetLife Investment Management | 63,571 | $2.48M | 0.02% | +22,582+55.1% | Added |
| AXA S.A. | 61,800 | $2.41M | 0.01% | −6,300−9.3% | Reduced |
| Louisiana State Employees Retirement System | 59,100 | $2.38M | 0.06% | +300+0.5% | Added |
| Mercer Global Advisors Inc | 56,482 | $2.20M | 0.01% | −22,907−28.9% | Reduced |
| Stifel Financial Corp | 55,876 | $2.18M | 0.00% | −1,793−3.1% | Reduced |
| Kore Private Wealth LLC | 54,867 | $2.14M | 0.27% | +1,638+3.1% | Added |
| 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 |
| US Bancorp | 50,762 | $1.98M | 0.00% | −5,119−9.2% | Reduced |
| Tudor Investment Corp Et Al | 49,712 | $1.94M | 0.05% | +24,924+100.5% | Added |
| Manufacturers Life Insurance Company, The | 49,343 | $1.92M | 0.00% | −11,176−18.5% | Reduced |
| Maryland State Retirement & Pension System | 48,711 | $1.90M | 0.05% | +284+0.6% | Added |
| Algert Global LLC | 47,410 | $1.85M | 0.12% | +28,733+153.8% | Added |
| Franklin Resources Inc | 46,666 | $1.82M | 0.00% | −1,967−4.0% | Reduced |
| Harvest Investment Services, LLC | 46,139 | $1.80M | 1.08% | +8,253+21.8% | Added |
| Oregon Public Employees Retirement Fund | 45,943 | $1.79M | 0.02% | −700−1.5% | Reduced |
| Martingale Asset Management L P | 45,135 | $1.76M | 0.03% | +7,858+21.1% | Added |
| State Board of Administration of Florida Retirement System | 43,379 | $1.69M | 0.00% | −4,668−9.7% | Reduced |
| Victory Capital Management Inc | 46,050 | $1.64M | 0.00% | +10,436+29.3% | Added |
| Wolverine Asset Management LLC | 40,668 | $1.58M | 0.02% | −18,500−31.3% | Reduced |
| Creative Planning | 39,238 | $1.53M | 0.00% | +17,979+84.6% | Added |
| 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 |
| Virtue Capital Management, LLC | 37,112 | $1.45M | 0.23% | −1,767−4.5% | Reduced |
| Bokf, NA | 34,100 | $1.33M | 0.02% | +34,100 | New |
| Affinity Investment Advisors, LLC | 33,249 | $1.29M | 0.53% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 33,119 | $1.29M | 0.01% | −57,799−63.6% | Reduced |
| Ensign Peak Advisors, Inc | 32,770 | $1.28M | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 32,363 | $1.26M | 0.06% | +45+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 31,907 | $1.24M | 0.45% | +666+2.1% | Added |
| CIBC World Markets Inc. | 31,470 | $1.23M | 0.00% | +31,470 | New |
| NN Investment Partners Holdings N.V. | 31,400 | $1.22M | 0.01% | −14,800−32.0% | Reduced |
| Arizona State Retirement System | 31,194 | $1.22M | 0.01% | +199+0.6% | Added |
| STRS Ohio | 30,700 | $1.20M | 0.00% | +1,000+3.4% | Added |
| Dynamic Technology Lab Private Ltd | 30,410 | $1.18M | 0.14% | +10,364+51.7% | Added |
| Alpha DNA Investment Management LLC | 30,105 | $1.17M | 0.83% | +30,105 | New |
| Trexquant Investment LP | 29,822 | $1.16M | 0.05% | +29,822 | New |
| Teachers Retirement System of the State of Kentucky | 29,400 | $1.15M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 29,135 | $1.14M | 0.04% | −4,700−13.9% | Reduced |
| Guggenheim Capital LLC | 28,812 | $1.12M | 0.01% | +5,278+22.4% | Added |
| Summit Global Investments | 28,492 | $1.11M | 0.08% | +28,492 | New |
| ProShare Advisors LLC | 26,743 | $1.04M | 0.00% | −3,335−11.1% | Reduced |
| Graham Capital Management, L.P. | 26,363 | $1.03M | 0.05% | +11,925+82.6% | Added |
| Cornercap Investment Counsel Inc | 26,124 | $1.02M | 0.11% | +26,124 | New |
| SEI Investments Co | 26,191 | $1.01M | 0.00% | −978−3.6% | Reduced |
| Engineers Gate Manager LP | 24,718 | $963.0K | 0.04% | −17,377−41.3% | Reduced |
| Jane Street Group, LLC | 24,562 | $957.0K | 0.00% | −77,048−75.8% | Reduced |
| Quantbot Technologies LP | 24,521 | $955.0K | 0.08% | +24,521 | New |
| Teacher Retirement System of Texas | 24,050 | $937.0K | 0.00% | −60,839−71.7% | Reduced |
| Polianta Ltd | 24,000 | $934.0K | 0.61% | −15,500−39.2% | Reduced |
| Diversified Trust Co | 23,411 | $912.0K | 0.03% | +115+0.5% | Added |
| Cerity Partners LLC | 22,481 | $876.0K | 0.01% | −169−0.7% | Reduced |
| Janus Henderson Group PLC | 22,204 | $864.0K | 0.00% | +60.0% | Added |
| Aj Wealth Strategies, LLC | 22,138 | $862.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,740 | $808.0K | 0.01% | −46,346−69.1% | Reduced |
| Hanseatic Management Services Inc | 20,509 | $799.0K | 1.37% | +890+4.5% | Added |
| Natixis Advisors, L.P. | 20,390 | $794.0K | 0.00% | +4,513+28.4% | Added |
| Sippican Capital Advisors | 20,020 | $780.0K | 0.65% | −9,780−32.8% | Reduced |
| Royal Bank of Canada | 19,875 | $774.0K | 0.00% | −9,544−32.4% | Reduced |
| Ci Investments Inc. | 19,770 | $770.0K | 0.00% | −10,135−33.9% | Reduced |
| Bluestein R H & Co | 19,100 | $744.0K | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 18,600 | $724.0K | 0.01% | +11,700+169.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,407 | $717.0K | 0.00% | −8,978−32.8% | Reduced |
| First Hawaiian Bank | 18,160 | $707.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 17,504 | $682.0K | 0.01% | +908+5.5% | Added |
| AE Wealth Management LLC | 17,416 | $678.0K | 0.00% | +17,416 | New |
| DuPont Capital Management Corp | 17,215 | $671.0K | 0.03% | −1,523−8.1% | Reduced |
| Bailard, Inc. | 17,000 | $662.0K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 16,440 | $640.0K | 0.68% | +16,440 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,000 | $615.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 15,631 | $609.0K | 0.02% | −56,087−78.2% | Reduced |
| Shell Asset Management Co | 15,573 | $607.0K | 0.01% | −2,307−12.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 15,300 | $596.0K | 0.00% | +5,300+53.0% | Added |
| Corton Capital Inc. | 15,279 | $595.0K | 0.26% | −27,016−63.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,100 | $588.0K | 0.01% | +15,100 | New |
| Capital Counsel LLC | 15,000 | $584.0K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 14,750 | $575.0K | 0.04% | −70,076−82.6% | Reduced |
| Redwood Investment Management, LLC | 14,335 | $558.0K | 0.08% | +14,335 | New |
| Quantitative Investment Management, LLC | 13,479 | $525.0K | 0.06% | +13,479 | New |
| Wellington Management Group LLP | 13,408 | $522.0K | 0.00% | −232,165−94.5% | Reduced |
| 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 |
| Virtu Financial LLC | 12,298 | $479.0K | 0.04% | +12,298 | New |