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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 11 | $0 | 0.00% | −11−50.0% | Reduced |
| Fieldpoint Private Securities, LLC | 13 | $0 | 0.00% | −7−35.0% | Reduced |
| Tradewinds Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $0 | 0.00% | +3+27.3% | Added |
| Allworth Financial LP | 3 | $0 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| Disciplined Investments, LLC | 20 | $1.00K | 0.00% | +8+66.7% | Added |
| Bell Investment Advisors, Inc | 40 | $1.00K | 0.00% | +40 | New |
| Steward Financial Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| Schubert & Co | 72 | $2.00K | 0.00% | +54+300.0% | Added |
| AdvisorNet Financial, Inc | 58 | $2.00K | 0.00% | +58 | New |
| Quent Capital, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Umb Bank N A | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 74 | $3.00K | 0.00% | +5+7.2% | Added |
| Global Retirement Partners, LLC | 75 | $3.00K | 0.00% | +30+66.7% | Added |
| JFS Wealth Advisors, LLC | 77 | $3.00K | 0.00% | +41+113.9% | Added |
| Rockefeller Capital Management L.P. | 141 | $4.00K | 0.00% | +123+683.3% | Added |
| Wagner Wealth Management, LLC | 109 | $4.00K | 0.00% | +109 | New |
| Proequities, Inc. | 153 | $5.00K | 0.00% | −2,777−94.8% | Reduced |
| GHP Investment Advisors, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 159 | $5.00K | 0.00% | +13+8.9% | Added |
| Quadrant Capital Group LLC | 155 | $5.00K | 0.00% | +22+16.5% | Added |
| Massmutual Trust Co FSB | 170 | $6.00K | 0.00% | +13+8.3% | Added |
| Parkside Financial Bank & Trust | 269 | $9.00K | 0.00% | +15+5.9% | Added |
| Signaturefd, LLC | 269 | $9.00K | 0.00% | +194+258.7% | Added |
| Sageworth Trust Co of South Dakota | 281 | $10.0K | 0.02% | −52−15.6% | Reduced |
| Raffa Wealth Management, LLC | 315 | $10.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 323 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 310 | $11.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 325 | $11.0K | 0.01% | +308+1,811.8% | Added |
| CWM, LLC | 435 | $15.0K | 0.00% | −12−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 611 | $21.0K | 0.00% | +501+455.5% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $21.0K | 0.00% | +600 | New |
| Nomura Asset Management Co Ltd | 620 | $21.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 775 | $26.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 656 | $26.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,000 | $34.0K | 0.00% | +1,000 | New |
| Byrne Asset Management LLC | 1,300 | $44.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $47.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,746 | $59.0K | 0.01% | −4,136−70.3% | Reduced |
| Sutton Wealth Advisors Inc. | 1,790 | $61.2K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,892 | $65.0K | 0.08% | +1,145+153.3% | Added |
| Fifth Third Bancorp | 2,023 | $69.0K | 0.00% | +3+0.1% | Added |
| First Manhattan Co | 2,129 | $72.0K | 0.00% | +2,129 | New |
| State of Wyoming | 2,368 | $81.0K | 0.05% | +1,007+74.0% | Added |
| Meeder Asset Management Inc | 2,592 | $88.0K | 0.01% | −595−18.7% | Reduced |
| US Asset Management LLC | 2,589 | $89.0K | 0.10% | +57+2.3% | Added |
| Harvest Fund Management Co., Ltd | 2,886 | $99.0K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,100 | $106.0K | 0.00% | +100+3.3% | Added |
| Tower Research Capital LLC (TRC) | 4,474 | $153.0K | 0.00% | +812+22.2% | Added |
| Shay Capital LLC | 4,612 | $158.0K | 0.08% | +4,612 | New |
| Advisors Preferred, LLC | 4,714 | $161.0K | 0.04% | +4,714 | New |
| Advisor Group Holdings, Inc. | 5,086 | $174.0K | 0.00% | +2,045+67.2% | Added |
| Point72 Hong Kong Ltd | 5,551 | $190.0K | 0.01% | +5,551 | New |
| Parallax Volatility Advisers, L.P. | 5,868 | $201.0K | 0.00% | +4,653+383.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,110 | $209.0K | 0.00% | −4,090−40.1% | Reduced |
| CWM Advisors, LLC | 6,244 | $213.0K | 0.03% | +259+4.3% | Added |
| Delphia (USA) Inc. | 6,289 | $215.0K | 0.15% | −4,394−41.1% | Reduced |
| Royal Bank of Canada | 6,488 | $222.0K | 0.00% | −13,387−67.4% | Reduced |
| Bayesian Capital Management, LP | 6,700 | $229.0K | 0.04% | +6,700 | New |
| Xponance, Inc. | 6,739 | $230.0K | 0.00% | +507+8.1% | Added |
| Wolverine Asset Management LLC | 6,913 | $236.0K | 0.00% | −33,755−83.0% | Reduced |
| Tributary Capital Management, LLC | 6,940 | $237.0K | 0.02% | +6,940 | New |
| Ironwood Investment Management LLC | 6,990 | $239.0K | 0.16% | −2,000−22.2% | Reduced |
| Two Sigma Securities, LLC | 7,025 | $240.0K | 0.04% | +7,025 | New |
| Auxier Asset Management | 7,040 | $241.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,304 | $249.7K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 7,506 | $257.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 7,601 | $260.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,720 | $264.0K | 0.07% | 00.0% | Unchanged |
| CenterBook Partners LP | 7,730 | $264.0K | 0.06% | +7,730 | New |
| Public Employees Retirement System of Ohio | 7,774 | $266.0K | 0.00% | −2,480−24.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,838 | $268.0K | 0.05% | +1,718+28.1% | Added |
| Lee Financial Co | 8,000 | $274.0K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,292 | $284.0K | 0.02% | −1,792−17.8% | Reduced |
| Schroder Investment Management Group | 8,010 | $288.0K | 0.00% | −281,852−97.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,497 | $290.0K | 0.00% | +422+5.2% | Added |
| ClariVest Asset Management LLC | 8,564 | $293.0K | 0.01% | +8,543+40,681.0% | Added |
| Ergoteles LLC | 8,627 | $295.0K | 0.01% | +8,627 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,850 | $303.0K | 0.00% | −6,150−41.0% | Reduced |
| Advisor Partners LLC | 8,985 | $307.0K | 0.02% | +644+7.7% | Added |
| Schonfeld Strategic Advisors LLC | 9,258 | $317.0K | 0.00% | −5,842−38.7% | Reduced |
| Ameritas Investment Partners, Inc. | 9,284 | $317.0K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 9,373 | $320.0K | 0.02% | −6−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,370 | $321.0K | 0.01% | −360−3.7% | Reduced |
| Ellevest, Inc. | 9,899 | $338.0K | 0.03% | −1,491−13.1% | Reduced |
| CFM Wealth Partners LLC | 10,209 | $349.0K | 0.10% | −996−8.9% | Reduced |
| XTX Topco Ltd | 10,245 | $350.0K | 0.14% | +1,455+16.6% | Added |
| Kestra Advisory Services, LLC | 10,298 | $352.0K | 0.00% | +612+6.3% | Added |
| CIBC Private Wealth Group, LLC | 10,346 | $353.0K | 0.00% | −1,376−11.7% | Reduced |
| Ethic Inc. | 10,466 | $358.0K | 0.02% | −1,299−11.0% | Reduced |
| Quadrature Capital Ltd | 10,479 | $359.0K | 0.01% | +10,479 | New |
| KBC Group NV | 10,589 | $362.0K | 0.00% | +6,685+171.2% | Added |
| Verdence Capital Advisors LLC | 10,678 | $365.0K | 0.05% | +10,678 | New |
| American Trust | 10,781 | $369.0K | 0.03% | +10,781 | New |