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, 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 | 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, 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 |
|---|---|---|---|---|---|
| River Road Asset Management, LLC | 1,773,096 | $60.6M | 0.85% | +275,500+18.4% | Added |
| JPMorgan Chase & Co | 1,776,381 | $60.7M | 0.01% | +705,246+65.8% | Added |
| Goldman Sachs Group Inc | 1,896,105 | $64.8M | 0.02% | −1,353,862−41.7% | Reduced |
| Geode Capital Management, LLC | 2,116,494 | $72.4M | 0.01% | −50,393−2.3% | Reduced |
| Marshall Wace, LLP | 2,363,714 | $80.8M | 0.18% | +1,453,323+159.6% | Added |
| Invesco Ltd. | 3,415,919 | $116.8M | 0.04% | +1,186,777+53.2% | Added |
| Dimensional Fund Advisors LP | 4,093,226 | $140.0M | 0.05% | +195,238+5.0% | Added |
| State Street Corp | 6,065,059 | $207.4M | 0.01% | −937,646−13.4% | Reduced |
| Vanguard Group Inc | 14,887,474 | $509.0M | 0.01% | +848,621+6.0% | Added |
| BlackRock Inc. | 19,610,310 | $670.5M | 0.02% | +30,355+0.2% | Added |
| JB Investments Management, LLC | 0 | $0 | 0.00% | −2,263,678−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −157,600−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −74,606−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,712−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −37,112−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −34,100−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −31,470−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −30,105−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,822−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −28,492−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −23,411−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −17,416−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −16,440−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −15,279−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,479−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −12,833−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −8,804−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −8,361−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,739−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −7,275−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,602−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |