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 |
|---|---|---|---|---|---|
| Allied Investment Advisors, LLC | 11,020 | $377.0K | 0.14% | −850−7.2% | Reduced |
| Bryn Mawr Trust Co | 11,135 | $381.0K | 0.02% | −18,000−61.8% | Reduced |
| Quantbot Technologies LP | 11,160 | $381.0K | 0.04% | −13,361−54.5% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $382.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 11,325 | $387.0K | 0.02% | +3,825+51.0% | Added |
| LPL Financial LLC | 11,498 | $393.0K | 0.00% | +1,214+11.8% | Added |
| Virtu Financial LLC | 11,632 | $398.0K | 0.03% | −666−5.4% | Reduced |
| UBS Group AG | 11,837 | $405.0K | 0.00% | −159,894−93.1% | Reduced |
| Captrust Financial Advisors | 12,636 | $432.0K | 0.00% | −210−1.6% | Reduced |
| United Services Automobile Association | 12,994 | $444.0K | 0.01% | +12,994 | New |
| Boothbay Fund Management, LLC | 13,110 | $448.0K | 0.02% | +13,110 | New |
| Redwood Investment Management, LLC | 13,409 | $458.0K | 0.08% | −926−6.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 11,900 | $491.0K | 1.31% | +11,900 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,582 | $499.0K | 0.00% | −3,825−20.8% | Reduced |
| Capital Counsel LLC | 15,000 | $513.0K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,079 | $516.0K | 0.05% | +15,079 | New |
| Blueshift Asset Management, LLC | 15,457 | $528.0K | 0.09% | +15,457 | New |
| Ci Investments Inc. | 15,594 | $533.0K | 0.00% | −4,176−21.1% | Reduced |
| Shell Asset Management Co | 15,600 | $533.0K | 0.02% | +27+0.2% | Added |
| Penserra Capital Management LLC | 15,628 | $534.0K | 0.01% | +15,628 | New |
| Truist Financial Corp | 15,701 | $537.0K | 0.00% | −23,395−59.8% | Reduced |
| Public Employees Retirement Association of Colorado | 16,412 | $561.0K | 0.00% | +8,955+120.1% | Added |
| Bluestein R H & Co | 16,600 | $568.0K | 0.03% | −2,500−13.1% | Reduced |
| Gotham Asset Management, LLC | 16,895 | $578.0K | 0.02% | +1,264+8.1% | Added |
| Jump Financial, LLC | 16,975 | $580.0K | 0.02% | −92,392−84.5% | Reduced |
| Bailard, Inc. | 17,000 | $581.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,101 | $584.0K | 0.00% | −9,642−36.1% | Reduced |
| DuPont Capital Management Corp | 17,215 | $589.0K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 18,160 | $621.0K | 0.02% | 00.0% | Unchanged |
| Sippican Capital Advisors | 18,295 | $626.0K | 0.62% | −1,725−8.6% | Reduced |
| Teacher Retirement System of Texas | 19,007 | $650.0K | 0.00% | −5,043−21.0% | Reduced |
| Centiva Capital, LP | 19,341 | $661.0K | 0.04% | +19,341 | New |
| Hanseatic Management Services Inc | 20,186 | $690.0K | 1.57% | −323−1.6% | Reduced |
| Mutual of America Capital Management LLC | 20,468 | $700.0K | 0.01% | +2,964+16.9% | Added |
| Natixis Advisors, L.P. | 21,091 | $721.0K | 0.00% | +701+3.4% | Added |
| Envestnet Asset Management Inc | 21,193 | $725.0K | 0.00% | +12,149+134.3% | Added |
| Chartwell Investment Partners, LLC | 21,299 | $728.0K | 0.03% | +21,299 | New |
| Qube Research & Technologies Ltd | 21,883 | $748.0K | 0.01% | −11,236−33.9% | Reduced |
| Aj Wealth Strategies, LLC | 22,144 | $757.0K | 0.04% | +60.0% | Added |
| Janus Henderson Group PLC | 22,172 | $758.0K | 0.00% | −32−0.1% | Reduced |
| SG Americas Securities, LLC | 22,756 | $778.0K | 0.01% | +2,016+9.7% | Added |
| Cerity Partners LLC | 22,886 | $782.0K | 0.01% | +405+1.8% | Added |
| TD Asset Management Inc | 25,700 | $879.0K | 0.00% | +25,700 | New |
| Cornercap Investment Counsel Inc | 26,124 | $893.0K | 0.15% | 00.0% | Unchanged |
| Algert Global LLC | 26,795 | $916.0K | 0.07% | −20,615−43.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,998 | $923.0K | 0.01% | −36,711−57.6% | Reduced |
| Globeflex Capital L P | 28,653 | $980.0K | 0.24% | +19,490+212.7% | Added |
| Dynamic Technology Lab Private Ltd | 28,940 | $989.0K | 0.11% | −1,470−4.8% | Reduced |
| Insight Wealth Strategies, LLC | 29,950 | $1.02M | 0.19% | +29,950 | New |
| HSBC Holdings PLC | 29,625 | $1.03M | 0.00% | −82,808−73.7% | Reduced |
| State of Wisconsin Investment Board | 30,386 | $1.04M | 0.00% | +30,386 | New |
| Guggenheim Capital LLC | 30,910 | $1.06M | 0.01% | +2,098+7.3% | Added |
| Affinity Investment Advisors, LLC | 32,009 | $1.09M | 0.53% | −1,240−3.7% | Reduced |
| Los Angeles Capital Management LLC | 32,704 | $1.12M | 0.01% | +22,249+212.8% | Added |
| Arizona State Retirement System | 33,025 | $1.13M | 0.01% | +1,831+5.9% | Added |
| Aigen Investment Management, LP | 34,033 | $1.16M | 0.20% | +34,033 | New |
| DekaBank Deutsche Girozentrale | 33,100 | $1.17M | 0.00% | +33,100 | New |
| Franklin Resources Inc | 34,335 | $1.17M | 0.00% | −12,331−26.4% | Reduced |
| Martingale Asset Management L P | 34,423 | $1.18M | 0.02% | −10,712−23.7% | Reduced |
| Waldron Private Wealth LLC | 35,064 | $1.20M | 0.07% | +2,701+8.3% | Added |
| Jackson Creek Investment Advisors LLC | 29,498 | $1.22M | 0.49% | −2,409−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,587 | $1.28M | 0.00% | +37,587 | New |
| Jane Street Group, LLC | 38,430 | $1.31M | 0.00% | +13,868+56.5% | Added |
| Verition Fund Management LLC | 38,507 | $1.32M | 0.03% | +30,766+397.4% | Added |
| Beck Capital Management, LLC | 38,767 | $1.32M | 0.60% | +38,767 | New |
| TCI Wealth Advisors, Inc. | 39,071 | $1.34M | 0.20% | 00.0% | Unchanged |
| STRS Ohio | 39,600 | $1.35M | 0.01% | +8,900+29.0% | Added |
| Oregon Public Employees Retirement Fund | 39,954 | $1.37M | 0.02% | −5,989−13.0% | Reduced |
| HRT Financial LP | 39,997 | $1.37M | 0.01% | +39,997 | New |
| Calamos Advisors LLC | 41,202 | $1.41M | 0.01% | +41,202 | New |
| Allspring Global Investments Holdings, LLC | 41,352 | $1.41M | 0.00% | −65,975−61.5% | Reduced |
| Creative Planning | 41,636 | $1.42M | 0.00% | +2,398+6.1% | Added |
| State Board of Administration of Florida Retirement System | 43,379 | $1.48M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 43,508 | $1.49M | 0.05% | +18,790+76.0% | Added |
| Monarch Partners Asset Management LLC | 46,521 | $1.59M | 0.44% | +46,521 | New |
| Point72 Asset Management, L.P. | 46,900 | $1.60M | 0.01% | −97,950−67.6% | Reduced |
| Manufacturers Life Insurance Company, The | 49,125 | $1.68M | 0.00% | −218−0.4% | Reduced |
| Maryland State Retirement & Pension System | 49,382 | $1.69M | 0.05% | +671+1.4% | Added |
| US Bancorp | 50,440 | $1.72M | 0.00% | −322−0.6% | Reduced |
| Kore Private Wealth LLC | 52,521 | $1.80M | 0.28% | −2,346−4.3% | Reduced |
| Victory Capital Management Inc | 56,158 | $1.92M | 0.00% | +10,108+22.0% | Added |
| Prelude Capital Management, LLC | 2,001,257 | $1.94M | 0.09% | +2,001,257 | New |
| Harvest Investment Services, LLC | 58,170 | $1.99M | 1.52% | +12,031+26.1% | Added |
| Amalgamated Bank | 58,527 | $2.00M | 0.02% | +3,960+7.3% | Added |
| Mercer Global Advisors Inc | 58,745 | $2.01M | 0.01% | +2,263+4.0% | Added |
| Cubist Systematic Strategies, LLC | 59,918 | $2.05M | 0.02% | −126,127−67.8% | Reduced |
| GW&K Investment Management, LLC | 60,080 | $2.05M | 0.02% | +59,900+33,277.8% | Added |
| Boston Partners | 60,094 | $2.06M | 0.00% | −115,962−65.9% | Reduced |
| Louisiana State Employees Retirement System | 58,900 | $2.06M | 0.06% | −200−0.3% | Reduced |
| Stifel Financial Corp | 61,160 | $2.09M | 0.00% | +5,284+9.5% | Added |
| PEAK6 Investments LLC | 65,753 | $2.14M | 0.05% | −47,821−42.1% | Reduced |
| First Eagle Investment Management, LLC | 63,087 | $2.16M | 0.01% | −11,751−15.7% | Reduced |
| MetLife Investment Management | 63,571 | $2.17M | 0.02% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 65,545 | $2.24M | 1.48% | −6,057−8.5% | Reduced |
| American International Group, Inc. | 65,686 | $2.25M | 0.02% | −3,170−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 69,064 | $2.36M | 0.01% | −45,880−39.9% | Reduced |
| AXA S.A. | 73,650 | $2.52M | 0.01% | +11,850+19.2% | Added |
| State of New Jersey Common Pension Fund D | 74,614 | $2.55M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 75,800 | $2.58M | 0.01% | +49,609+189.4% | Added |
| Graham Capital Management, L.P. | 81,245 | $2.78M | 0.13% | +54,882+208.2% | Added |