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 |
|---|---|---|---|---|---|
| Hussman Strategic Advisors, Inc. | 81,600 | $2.79M | 0.48% | 00.0% | Unchanged |
| SIR Capital Management, L.P. | 86,739 | $2.97M | 0.41% | −73,100−45.7% | Reduced |
| Voya Investment Management LLC | 87,566 | $2.99M | 0.01% | −1,899−2.1% | Reduced |
| Texas Permanent School Fund | 88,081 | $3.01M | 0.05% | +1,962+2.3% | Added |
| Congress Asset Management Co | 90,195 | $3.08M | 0.03% | +296+0.3% | Added |
| State of Tennessee, Treasury Department | 92,002 | $3.15M | 0.01% | +7,308+8.6% | Added |
| State of Alaska, Department of Revenue | 92,133 | $3.15M | 0.04% | +7,350+8.7% | Added |
| Yousif Capital Management, LLC | 101,554 | $3.47M | 0.05% | −12,025−10.6% | Reduced |
| Federated Hermes, Inc. | 104,173 | $3.56M | 0.01% | −68,984−39.8% | Reduced |
| Twin Tree Management, LP | 110,250 | $3.77M | 0.07% | +110,250 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 111,091 | $3.80M | 0.04% | +6,369+6.1% | Added |
| Susquehanna International Group, LLP | 116,781 | $3.99M | 0.01% | +33,458+40.2% | Added |
| AQR Capital Management LLC | 120,165 | $4.11M | 0.01% | +2,574+2.2% | Added |
| Great West Life Assurance Co | 125,125 | $4.28M | 0.01% | +14,498+13.1% | Added |
| CoreCommodity Management, LLC | 125,230 | $4.28M | 1.12% | +57,636+85.3% | Added |
| UBS Asset Management Americas Inc | 128,428 | $4.39M | 0.00% | +11,507+9.8% | Added |
| Eagle Asset Management Inc | 132,477 | $4.53M | 0.03% | +132,477 | New |
| Wells Fargo & Company | 133,210 | $4.55M | 0.00% | +4,372+3.4% | Added |
| Pekin Hardy Strauss, Inc. | 134,835 | $4.61M | 0.72% | +66,350+96.9% | Added |
| Nisa Investment Advisors, LLC | 139,770 | $4.78M | 0.04% | −800−0.6% | Reduced |
| Citigroup Inc | 142,342 | $4.87M | 0.01% | −126,360−47.0% | Reduced |
| Barclays PLC | 143,263 | $4.90M | 0.01% | −536,053−78.9% | Reduced |
| BlueCrest Capital Management Ltd | 147,166 | $5.03M | 0.70% | +147,166 | New |
| Thomist Capital Management, LP | 147,360 | $5.04M | 4.63% | −199,104−57.5% | Reduced |
| Hillsdale Investment Management Inc. | 149,000 | $5.09M | 0.41% | −51,300−25.6% | Reduced |
| California State Teachers Retirement System | 155,820 | $5.33M | 0.01% | +6,225+4.2% | Added |
| First Republic Investment Management, Inc. | 156,811 | $5.36M | 0.01% | +156,811 | New |
| Bank of Montreal | 141,072 | $5.46M | 0.00% | −177,432−55.7% | Reduced |
| Comerica Bank | 156,801 | $5.50M | 0.05% | +21,866+16.2% | Added |
| Cinctive Capital Management LP | 163,371 | $5.59M | 0.26% | +163,371 | New |
| Alliancebernstein L.P. | 170,815 | $5.84M | 0.00% | −5,964−3.4% | Reduced |
| Ensign Peak Advisors, Inc | 170,860 | $5.84M | 0.01% | +138,090+421.4% | Added |
| RR Advisors, LLC | 174,000 | $5.95M | 1.16% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 178,181 | $6.09M | 0.23% | −45,000−20.2% | Reduced |
| Panagora Asset Management Inc | 182,992 | $6.26M | 0.04% | −364,752−66.6% | Reduced |
| Yaupon Capital Management LP | 189,827 | $6.49M | 2.28% | +123,427+185.9% | Added |
| Mackenzie Financial Corp | 190,156 | $6.50M | 0.01% | +182,674+2,441.5% | Added |
| Mariner, LLC | 194,977 | $6.67M | 0.03% | +641+0.3% | Added |
| New York State Teachers Retirement System | 197,197 | $6.74M | 0.02% | +17,490+9.7% | Added |
| Quantedge Capital Pte Ltd | 207,300 | $7.09M | 1.43% | +5,100+2.5% | Added |
| California Public Employees Retirement System | 209,199 | $7.15M | 0.01% | +29,422+16.4% | Added |
| Tocqueville Asset Management L.P. | 216,100 | $7.39M | 0.14% | +216,100 | New |
| Raymond James & Associates | 221,988 | $7.59M | 0.01% | +66,584+42.8% | Added |
| Public Sector Pension Investment Board | 225,589 | $7.71M | 0.07% | −1,137−0.5% | Reduced |
| Edgestream Partners, L.P. | 229,309 | $7.84M | 0.62% | −105,026−31.4% | Reduced |
| Capital Growth Management LP | 230,000 | $7.86M | 0.93% | −100,000−30.3% | Reduced |
| Credit Suisse AG | 233,100 | $7.97M | 0.01% | −17,089−6.8% | Reduced |
| Rafferty Asset Management, LLC | 245,644 | $8.40M | 0.08% | −11,382−4.4% | Reduced |
| Prudential Financial Inc | 241,745 | $8.59M | 0.01% | +18,090+8.1% | Added |
| Thrivent Financial for Lutherans | 256,095 | $8.76M | 0.02% | −33,613−11.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 267,750 | $9.15M | 0.28% | +167,473+167.0% | Added |
| Allianz Asset Management GmbH | 269,381 | $9.21M | 0.01% | −68,108−20.2% | Reduced |
| Hill City Capital, LP | 270,000 | $9.23M | 2.13% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 275,966 | $9.44M | 0.09% | −51,808−15.8% | Reduced |
| Oslo Asset Management AS | 280,108 | $9.58M | 13.26% | +99,000+54.7% | Added |
| Swiss National Bank | 287,000 | $9.81M | 0.01% | +14,200+5.2% | Added |
| Voloridge Investment Management, LLC | 287,963 | $9.85M | 0.05% | −348,856−54.8% | Reduced |
| Putnam Investments LLC | 351,912 | $12.0M | 0.02% | −72,628−17.1% | Reduced |
| Pacer Advisors, Inc. | 359,336 | $12.3M | 0.09% | −58,708−14.0% | Reduced |
| Rhumbline Advisers | 364,080 | $12.4M | 0.02% | −40,488−10.0% | Reduced |
| Legal & General Group Plc | 371,968 | $12.7M | 0.00% | +4,696+1.3% | Added |
| Man Group plc | – | $13.1M | 0.06% | – | – |
| Two Sigma Investments, LP | 383,792 | $13.1M | 0.04% | +208,500+118.9% | Added |
| Encompass Capital Advisors LLC | 404,409 | $13.8M | 0.93% | −1,895−0.5% | Reduced |
| Citadel Advisors LLC | 414,360 | $14.2M | 0.02% | +258,037+165.1% | Added |
| Deutsche Bank AG | 416,039 | $14.2M | 0.01% | +323,032+347.3% | Added |
| Telemark Asset Management, LLC | 450,000 | $15.4M | 2.60% | −150,000−25.0% | Reduced |
| Glenmede Trust Co NA | 495,629 | $16.9M | 0.10% | −54,082−9.8% | Reduced |
| Bridgeway Capital Management, LLC | 512,900 | $17.5M | 0.40% | −120,100−19.0% | Reduced |
| Bank of America Corp | 517,322 | $17.7M | 0.00% | −175,531−25.3% | Reduced |
| Great Lakes Advisors, LLC | 518,623 | $17.7M | 0.35% | −126,923−19.7% | Reduced |
| Wedge Capital Management L L P | 539,868 | $18.5M | 0.29% | +539,868 | New |
| Hodges Capital Management Inc. | 545,990 | $18.7M | 1.88% | +6,783+1.3% | Added |
| Russell Investments Group, Ltd. | 568,214 | $19.4M | 0.04% | −491,385−46.4% | Reduced |
| Millennium Management LLC | 572,098 | $19.6M | 0.03% | −889,513−60.9% | Reduced |
| TimesSquare Capital Management, LLC | 594,720 | $20.3M | 0.28% | +594,720 | New |
| Two Sigma Advisers, LP | 613,202 | $21.0M | 0.06% | −117,700−16.1% | Reduced |
| FMR LLC | 632,170 | $21.6M | 0.00% | −37,129−5.5% | Reduced |
| Nuveen Asset Management, LLC | 716,985 | $24.5M | 0.01% | −218,737−23.4% | Reduced |
| Macquarie Group Ltd | 723,691 | $24.7M | 0.03% | +14,269+2.0% | Added |
| Principal Financial Group Inc | 860,349 | $29.4M | 0.02% | +48,763+6.0% | Added |
| HITE Hedge Asset Management LLC | 879,564 | $30.1M | 2.83% | +483,205+121.9% | Added |
| Price T Rowe Associates Inc | 968,046 | $33.1M | 0.00% | +122,541+14.5% | Added |
| Aventail Capital Group, LP | 1,001,540 | $34.2M | 5.23% | +365,713+57.5% | Added |
| Assenagon Asset Management S.A. | 1,036,616 | $35.4M | 0.15% | +103,816+11.1% | Added |
| Morgan Stanley | 1,059,908 | $36.2M | 0.00% | +558,414+111.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,067,314 | $36.5M | 0.05% | −336,076−23.9% | Reduced |
| William Blair Investment Management, LLC | 1,072,802 | $36.7M | 0.14% | +637,621+146.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,250,000 | $42.7M | 0.10% | +1,250,000 | New |
| Northern Trust Corp | 1,286,167 | $44.0M | 0.01% | −30,256−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,342,551 | $45.9M | 0.07% | +83,896+6.7% | Added |
| Renaissance Technologies LLC | 1,368,500 | $46.8M | 0.06% | +185,300+15.7% | Added |
| Bank of New York Mellon Corp | 1,372,704 | $46.9M | 0.01% | −68,100−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,479,566 | $50.6M | 0.02% | −53,926−3.5% | Reduced |
| Ameriprise Financial Inc | 1,481,687 | $50.7M | 0.02% | −109,570−6.9% | Reduced |
| Wellington Management Group LLP | 1,528,162 | $52.2M | 0.01% | +1,514,754+11,297.4% | Added |
| American Century Companies Inc | 1,571,894 | $53.7M | 0.04% | +751,035+91.5% | Added |
| First Trust Advisors LP | 1,584,695 | $54.2M | 0.07% | +857,665+118.0% | Added |
| Frontier Capital Management Co LLC | 1,630,224 | $55.7M | 0.64% | +247,180+17.9% | Added |
| Advisory Research Inc | 1,650,313 | $56.4M | 5.51% | −140,098−7.8% | Reduced |