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 |
|---|---|---|---|---|---|
| Allied Investment Advisors, LLC | 11,870 | $462.0K | 0.15% | −25−0.2% | Reduced |
| Ethic Inc. | 11,765 | $458.0K | 0.03% | +1,216+11.5% | Added |
| CIBC Private Wealth Group, LLC | 11,722 | $457.0K | 0.00% | +1,291+12.4% | Added |
| Ellevest, Inc. | 11,390 | $444.0K | 0.04% | +1,078+10.5% | Added |
| CFM Wealth Partners LLC | 11,205 | $436.0K | 0.10% | −7,000−38.5% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $435.0K | 0.02% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 10,683 | $416.0K | 0.31% | −5,817−35.3% | Reduced |
| Los Angeles Capital Management LLC | 10,455 | $407.0K | 0.00% | −377−3.5% | Reduced |
| LPL Financial LLC | 10,284 | $401.0K | 0.00% | −7,911−43.5% | Reduced |
| Public Employees Retirement System of Ohio | 10,254 | $399.0K | 0.00% | −2,511−19.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,200 | $397.0K | 0.01% | +10,200 | New |
| Profund Advisors LLC | 10,084 | $393.0K | 0.02% | −1,055−9.5% | Reduced |
| Crossmark Global Holdings, Inc. | 9,730 | $379.0K | 0.01% | −10−0.1% | Reduced |
| Kestra Advisory Services, LLC | 9,686 | $377.0K | 0.00% | −12−0.1% | Reduced |
| Meritage Portfolio Management | 9,379 | $365.0K | 0.02% | +969+11.5% | Added |
| Ameritas Investment Partners, Inc. | 9,284 | $362.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Envestnet Asset Management Inc | 9,044 | $352.0K | 0.00% | −9,709−51.8% | Reduced |
| Ironwood Investment Management LLC | 8,990 | $350.0K | 0.19% | 00.0% | Unchanged |
| Parametrica Management Ltd | 8,854 | $345.0K | 0.26% | +8,854 | New |
| King Luther Capital Management Corp | 8,804 | $343.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,790 | $342.0K | 0.15% | +8,790 | New |
| Eaton Vance Management | 8,361 | $326.0K | 0.00% | +309+3.8% | Added |
| Advisor Partners LLC | 8,341 | $325.0K | 0.02% | +372+4.7% | Added |
| The PNC Financial Services Group, Inc. | 8,075 | $314.0K | 0.00% | +2,348+41.0% | Added |
| Lee Financial Co | 8,000 | $312.0K | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,741 | $302.0K | 0.01% | +7,741 | New |
| 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 |
| Shelton Capital Management | 7,601 | $296.0K | 0.01% | +568+8.1% | Added |
| 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 |
| Mackenzie Financial Corp | 7,482 | $291.0K | 0.00% | +7,482 | New |
| Public Employees Retirement Association of Colorado | 7,457 | $290.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,304 | $284.5K | 0.01% | −24,034−76.7% | Reduced |
| Cornerstone Investment Partners, LLC | 7,275 | $283.0K | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 7,040 | $274.0K | 0.04% | −200−2.8% | Reduced |
| FORA Capital, LLC | 6,602 | $268.0K | 0.05% | +6,602 | New |
| Xponance, Inc. | 6,232 | $243.0K | 0.00% | +6,232 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,120 | $238.0K | 0.04% | +6,120 | New |
| CWM Advisors, LLC | 5,985 | $233.0K | 0.03% | −2,464−29.2% | Reduced |
| Cutler Group LP | 5,882 | $229.0K | 0.02% | +5,882 | New |
| Walleye Trading LLC | 5,857 | $228.0K | 0.00% | −15,877−73.1% | Reduced |
| Neo Ivy Capital Management | 4,842 | $188.0K | 0.17% | +4,842 | New |
| KBC Group NV | 3,904 | $152.0K | 0.00% | +771+24.6% | Added |
| Tower Research Capital LLC (TRC) | 3,662 | $143.0K | 0.00% | +2,520+220.7% | Added |
| Advisor Group Holdings, Inc. | 3,041 | $130.0K | 0.00% | −17,379−85.1% | Reduced |
| Meeder Asset Management Inc | 3,187 | $125.0K | 0.01% | +3,187 | New |
| Canada Pension Plan Investment Board | 3,000 | $117.0K | 0.00% | −217,402−98.6% | Reduced |
| Proequities, Inc. | 2,930 | $114.0K | 0.01% | +2,930 | New |
| Harvest Fund Management Co., Ltd | 2,886 | $112.0K | 0.02% | +2,886 | New |
| US Asset Management LLC | 2,532 | $99.0K | 0.09% | +2,532 | New |
| Fifth Third Bancorp | 2,020 | $79.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,790 | $69.7K | 0.02% | +2+0.1% | Added |
| Bartlett & Co. LLC | 1,400 | $55.0K | 0.00% | +1,400 | New |
| Bartlett & Co. Wealth Management LLC | 1,400 | $54.5K | 0.00% | +1,400 | New |
| State of Wyoming | 1,361 | $53.0K | 0.03% | −529−28.0% | Reduced |
| Byrne Asset Management LLC | 1,300 | $51.0K | 0.03% | +1,300 | New |
| Parallax Volatility Advisers, L.P. | 1,215 | $47.0K | 0.00% | +1,215 | New |
| Versant Capital Management, Inc | 775 | $30.0K | 0.01% | −727−48.4% | Reduced |
| USA Financial Portformulas Corp | 747 | $29.0K | 0.03% | +747 | New |
| IFP Advisors, Inc | 656 | $26.0K | 0.00% | +656 | New |
| Nomura Asset Management Co Ltd | 620 | $24.1K | 0.00% | +620 | New |
| Leonteq Securities AG | 527 | $20.5K | 0.00% | −317−37.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 447 | $17.0K | 0.00% | +7+1.6% | Added |
| Fortitude Advisory Group L.L.C. | 380 | $15.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 359 | $14.0K | 0.02% | +359 | New |
| 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 |
| Raffa Wealth Management, LLC | 315 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 310 | $12.0K | 0.01% | +310 | New |
| Parkside Financial Bank & Trust | 254 | $10.0K | 0.00% | +33+14.9% | Added |
| GW&K Investment Management, LLC | 180 | $7.00K | 0.00% | +180 | 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 |
| Quadrant Capital Group LLC | 133 | $5.00K | 0.00% | +62+87.3% | Added |
| TCWP LLC | 147 | $5.00K | 0.00% | +147 | 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 |
| 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 |
| Global Retirement Partners, LLC | 45 | $2.00K | 0.00% | +45 | 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 |
| Rockefeller Capital Management L.P. | 18 | $0 | 0.00% | −1,982−99.1% | Reduced |
| Glassman Wealth Services | 11 | $0 | 0.00% | 00.0% | Unchanged |