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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in SM Energy Co as of Jun 30, 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
- 310
- +13 vs. Q1 2022
- Shares held
- 110.1M
- +6.16M (+5.9%) vs. Q1 2022
- Total value
- $3.71B
- −$338.2M (−8.3%) vs. Q1 2022
- New holders
- 48
- 115 more added
- Sold out
- 35
- 108 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 498 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,610,310 | $670.5M | 0.02% | +30,355+0.2% | Added |
| Vanguard Group Inc | 14,887,474 | $509.0M | 0.01% | +848,621+6.0% | Added |
| State Street Corp | 6,065,059 | $207.4M | 0.01% | −937,646−13.4% | Reduced |
| Dimensional Fund Advisors LP | 4,093,226 | $140.0M | 0.05% | +195,238+5.0% | Added |
| Invesco Ltd. | 3,415,919 | $116.8M | 0.04% | +1,186,777+53.2% | Added |
| Marshall Wace, LLP | 2,363,714 | $80.8M | 0.18% | +1,453,323+159.6% | Added |
| Geode Capital Management, LLC | 2,116,494 | $72.4M | 0.01% | −50,393−2.3% | Reduced |
| Goldman Sachs Group Inc | 1,896,105 | $64.8M | 0.02% | −1,353,862−41.7% | Reduced |
| JPMorgan Chase & Co | 1,776,381 | $60.7M | 0.01% | +705,246+65.8% | Added |
| River Road Asset Management, LLC | 1,773,096 | $60.6M | 0.85% | +275,500+18.4% | Added |
| Advisory Research Inc | 1,650,313 | $56.4M | 5.51% | −140,098−7.8% | Reduced |
| Frontier Capital Management Co LLC | 1,630,224 | $55.7M | 0.64% | +247,180+17.9% | Added |
| First Trust Advisors LP | 1,584,695 | $54.2M | 0.07% | +857,665+118.0% | Added |
| American Century Companies Inc | 1,571,894 | $53.7M | 0.04% | +751,035+91.5% | Added |
| Wellington Management Group LLP | 1,528,162 | $52.2M | 0.01% | +1,514,754+11,297.4% | Added |
| Ameriprise Financial Inc | 1,481,687 | $50.7M | 0.02% | −109,570−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,479,566 | $50.6M | 0.02% | −53,926−3.5% | Reduced |
| Bank of New York Mellon Corp | 1,372,704 | $46.9M | 0.01% | −68,100−4.7% | Reduced |
| Renaissance Technologies LLC | 1,368,500 | $46.8M | 0.06% | +185,300+15.7% | Added |
| D. E. Shaw & Co., Inc. | 1,342,551 | $45.9M | 0.07% | +83,896+6.7% | Added |
| Northern Trust Corp | 1,286,167 | $44.0M | 0.01% | −30,256−2.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,250,000 | $42.7M | 0.10% | +1,250,000 | New |
| William Blair Investment Management, LLC | 1,072,802 | $36.7M | 0.14% | +637,621+146.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,067,314 | $36.5M | 0.05% | −336,076−23.9% | Reduced |
| Morgan Stanley | 1,059,908 | $36.2M | 0.00% | +558,414+111.4% | Added |
| Assenagon Asset Management S.A. | 1,036,616 | $35.4M | 0.15% | +103,816+11.1% | Added |
| Aventail Capital Group, LP | 1,001,540 | $34.2M | 5.23% | +365,713+57.5% | Added |
| Price T Rowe Associates Inc | 968,046 | $33.1M | 0.00% | +122,541+14.5% | Added |
| HITE Hedge Asset Management LLC | 879,564 | $30.1M | 2.83% | +483,205+121.9% | Added |
| Principal Financial Group Inc | 860,349 | $29.4M | 0.02% | +48,763+6.0% | Added |
| Macquarie Group Ltd | 723,691 | $24.7M | 0.03% | +14,269+2.0% | Added |
| Nuveen Asset Management, LLC | 716,985 | $24.5M | 0.01% | −218,737−23.4% | Reduced |
| FMR LLC | 632,170 | $21.6M | 0.00% | −37,129−5.5% | Reduced |
| Two Sigma Advisers, LP | 613,202 | $21.0M | 0.06% | −117,700−16.1% | Reduced |
| TimesSquare Capital Management, LLC | 594,720 | $20.3M | 0.28% | +594,720 | New |
| Millennium Management LLC | 572,098 | $19.6M | 0.03% | −889,513−60.9% | Reduced |
| Russell Investments Group, Ltd. | 568,214 | $19.4M | 0.04% | −491,385−46.4% | Reduced |
| Hodges Capital Management Inc. | 545,990 | $18.7M | 1.88% | +6,783+1.3% | Added |
| Wedge Capital Management L L P | 539,868 | $18.5M | 0.29% | +539,868 | New |
| Great Lakes Advisors, LLC | 518,623 | $17.7M | 0.35% | −126,923−19.7% | Reduced |
| Bank of America Corp | 517,322 | $17.7M | 0.00% | −175,531−25.3% | Reduced |
| Bridgeway Capital Management, LLC | 512,900 | $17.5M | 0.40% | −120,100−19.0% | Reduced |
| Glenmede Trust Co NA | 495,629 | $16.9M | 0.10% | −54,082−9.8% | Reduced |
| Telemark Asset Management, LLC | 450,000 | $15.4M | 2.60% | −150,000−25.0% | Reduced |
| Deutsche Bank AG | 416,039 | $14.2M | 0.01% | +323,032+347.3% | Added |
| Citadel Advisors LLC | 414,360 | $14.2M | 0.02% | +258,037+165.1% | Added |
| Encompass Capital Advisors LLC | 404,409 | $13.8M | 0.93% | −1,895−0.5% | Reduced |
| Two Sigma Investments, LP | 383,792 | $13.1M | 0.04% | +208,500+118.9% | Added |
| Man Group plc | – | $13.1M | 0.06% | – | – |
| Legal & General Group Plc | 371,968 | $12.7M | 0.00% | +4,696+1.3% | Added |
| Rhumbline Advisers | 364,080 | $12.4M | 0.02% | −40,488−10.0% | Reduced |
| Pacer Advisors, Inc. | 359,336 | $12.3M | 0.09% | −58,708−14.0% | Reduced |
| Putnam Investments LLC | 351,912 | $12.0M | 0.02% | −72,628−17.1% | Reduced |
| Voloridge Investment Management, LLC | 287,963 | $9.85M | 0.05% | −348,856−54.8% | Reduced |
| Swiss National Bank | 287,000 | $9.81M | 0.01% | +14,200+5.2% | Added |
| Oslo Asset Management AS | 280,108 | $9.58M | 13.26% | +99,000+54.7% | Added |
| Squarepoint Ops LLC | 275,966 | $9.44M | 0.09% | −51,808−15.8% | Reduced |
| Hill City Capital, LP | 270,000 | $9.23M | 2.13% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 269,381 | $9.21M | 0.01% | −68,108−20.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 267,750 | $9.15M | 0.28% | +167,473+167.0% | Added |
| Thrivent Financial for Lutherans | 256,095 | $8.76M | 0.02% | −33,613−11.6% | Reduced |
| Prudential Financial Inc | 241,745 | $8.59M | 0.01% | +18,090+8.1% | Added |
| Rafferty Asset Management, LLC | 245,644 | $8.40M | 0.08% | −11,382−4.4% | Reduced |
| Credit Suisse AG | 233,100 | $7.97M | 0.01% | −17,089−6.8% | Reduced |
| Capital Growth Management LP | 230,000 | $7.86M | 0.93% | −100,000−30.3% | Reduced |
| Edgestream Partners, L.P. | 229,309 | $7.84M | 0.62% | −105,026−31.4% | Reduced |
| Public Sector Pension Investment Board | 225,589 | $7.71M | 0.07% | −1,137−0.5% | Reduced |
| Raymond James & Associates | 221,988 | $7.59M | 0.01% | +66,584+42.8% | Added |
| Tocqueville Asset Management L.P. | 216,100 | $7.39M | 0.14% | +216,100 | New |
| California Public Employees Retirement System | 209,199 | $7.15M | 0.01% | +29,422+16.4% | Added |
| Quantedge Capital Pte Ltd | 207,300 | $7.09M | 1.43% | +5,100+2.5% | Added |
| New York State Teachers Retirement System | 197,197 | $6.74M | 0.02% | +17,490+9.7% | Added |
| Mariner, LLC | 194,977 | $6.67M | 0.03% | +641+0.3% | Added |
| Mackenzie Financial Corp | 190,156 | $6.50M | 0.01% | +182,674+2,441.5% | Added |
| Yaupon Capital Management LP | 189,827 | $6.49M | 2.28% | +123,427+185.9% | Added |
| Panagora Asset Management Inc | 182,992 | $6.26M | 0.04% | −364,752−66.6% | Reduced |
| Evoke Wealth, LLC | 178,181 | $6.09M | 0.23% | −45,000−20.2% | Reduced |
| RR Advisors, LLC | 174,000 | $5.95M | 1.16% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 170,860 | $5.84M | 0.01% | +138,090+421.4% | Added |
| Alliancebernstein L.P. | 170,815 | $5.84M | 0.00% | −5,964−3.4% | Reduced |
| Cinctive Capital Management LP | 163,371 | $5.59M | 0.26% | +163,371 | New |
| Comerica Bank | 156,801 | $5.50M | 0.05% | +21,866+16.2% | Added |
| Bank of Montreal | 141,072 | $5.46M | 0.00% | −177,432−55.7% | Reduced |
| First Republic Investment Management, Inc. | 156,811 | $5.36M | 0.01% | +156,811 | New |
| California State Teachers Retirement System | 155,820 | $5.33M | 0.01% | +6,225+4.2% | Added |
| Hillsdale Investment Management Inc. | 149,000 | $5.09M | 0.41% | −51,300−25.6% | Reduced |
| Thomist Capital Management, LP | 147,360 | $5.04M | 4.63% | −199,104−57.5% | Reduced |
| BlueCrest Capital Management Ltd | 147,166 | $5.03M | 0.70% | +147,166 | New |
| Barclays PLC | 143,263 | $4.90M | 0.01% | −536,053−78.9% | Reduced |
| Citigroup Inc | 142,342 | $4.87M | 0.01% | −126,360−47.0% | Reduced |
| Nisa Investment Advisors, LLC | 139,770 | $4.78M | 0.04% | −800−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 134,835 | $4.61M | 0.72% | +66,350+96.9% | Added |
| Wells Fargo & Company | 133,210 | $4.55M | 0.00% | +4,372+3.4% | Added |
| Eagle Asset Management Inc | 132,477 | $4.53M | 0.03% | +132,477 | New |
| UBS Asset Management Americas Inc | 128,428 | $4.39M | 0.00% | +11,507+9.8% | Added |
| CoreCommodity Management, LLC | 125,230 | $4.28M | 1.12% | +57,636+85.3% | Added |
| Great West Life Assurance Co | 125,125 | $4.28M | 0.01% | +14,498+13.1% | Added |
| AQR Capital Management LLC | 120,165 | $4.11M | 0.01% | +2,574+2.2% | Added |
| Susquehanna International Group, LLP | 116,781 | $3.99M | 0.01% | +33,458+40.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 111,091 | $3.80M | 0.04% | +6,369+6.1% | Added |