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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 110,250 | $3.77M | 0.07% | +110,250 | New |
| Federated Hermes, Inc. | 104,173 | $3.56M | 0.01% | −68,984−39.8% | Reduced |
| Yousif Capital Management, LLC | 101,554 | $3.47M | 0.05% | −12,025−10.6% | Reduced |
| State of Alaska, Department of Revenue | 92,133 | $3.15M | 0.04% | +7,350+8.7% | Added |
| State of Tennessee, Treasury Department | 92,002 | $3.15M | 0.01% | +7,308+8.6% | Added |
| Congress Asset Management Co | 90,195 | $3.08M | 0.03% | +296+0.3% | Added |
| Texas Permanent School Fund | 88,081 | $3.01M | 0.05% | +1,962+2.3% | Added |
| Voya Investment Management LLC | 87,566 | $2.99M | 0.01% | −1,899−2.1% | Reduced |
| SIR Capital Management, L.P. | 86,739 | $2.97M | 0.41% | −73,100−45.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 81,600 | $2.79M | 0.48% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 81,245 | $2.78M | 0.13% | +54,882+208.2% | Added |
| SEI Investments Co | 75,800 | $2.58M | 0.01% | +49,609+189.4% | Added |
| State of New Jersey Common Pension Fund D | 74,614 | $2.55M | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 73,650 | $2.52M | 0.01% | +11,850+19.2% | Added |
| BNP Paribas Arbitrage, SA | 69,064 | $2.36M | 0.01% | −45,880−39.9% | Reduced |
| American International Group, Inc. | 65,686 | $2.25M | 0.02% | −3,170−4.6% | Reduced |
| 1492 Capital Management LLC | 65,545 | $2.24M | 1.48% | −6,057−8.5% | Reduced |
| MetLife Investment Management | 63,571 | $2.17M | 0.02% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 63,087 | $2.16M | 0.01% | −11,751−15.7% | Reduced |
| PEAK6 Investments LLC | 65,753 | $2.14M | 0.05% | −47,821−42.1% | Reduced |
| Stifel Financial Corp | 61,160 | $2.09M | 0.00% | +5,284+9.5% | Added |
| Louisiana State Employees Retirement System | 58,900 | $2.06M | 0.06% | −200−0.3% | Reduced |
| Boston Partners | 60,094 | $2.06M | 0.00% | −115,962−65.9% | Reduced |
| GW&K Investment Management, LLC | 60,080 | $2.05M | 0.02% | +59,900+33,277.8% | Added |
| Cubist Systematic Strategies, LLC | 59,918 | $2.05M | 0.02% | −126,127−67.8% | Reduced |
| Mercer Global Advisors Inc | 58,745 | $2.01M | 0.01% | +2,263+4.0% | Added |
| Amalgamated Bank | 58,527 | $2.00M | 0.02% | +3,960+7.3% | Added |
| Harvest Investment Services, LLC | 58,170 | $1.99M | 1.52% | +12,031+26.1% | Added |
| Prelude Capital Management, LLC | 2,001,257 | $1.94M | 0.09% | +2,001,257 | New |
| Victory Capital Management Inc | 56,158 | $1.92M | 0.00% | +10,108+22.0% | Added |
| Kore Private Wealth LLC | 52,521 | $1.80M | 0.28% | −2,346−4.3% | Reduced |
| US Bancorp | 50,440 | $1.72M | 0.00% | −322−0.6% | Reduced |
| Maryland State Retirement & Pension System | 49,382 | $1.69M | 0.05% | +671+1.4% | Added |
| Manufacturers Life Insurance Company, The | 49,125 | $1.68M | 0.00% | −218−0.4% | Reduced |
| Point72 Asset Management, L.P. | 46,900 | $1.60M | 0.01% | −97,950−67.6% | Reduced |
| Monarch Partners Asset Management LLC | 46,521 | $1.59M | 0.44% | +46,521 | New |
| Engineers Gate Manager LP | 43,508 | $1.49M | 0.05% | +18,790+76.0% | Added |
| State Board of Administration of Florida Retirement System | 43,379 | $1.48M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 41,636 | $1.42M | 0.00% | +2,398+6.1% | Added |
| Allspring Global Investments Holdings, LLC | 41,352 | $1.41M | 0.00% | −65,975−61.5% | Reduced |
| Calamos Advisors LLC | 41,202 | $1.41M | 0.01% | +41,202 | New |
| HRT Financial LP | 39,997 | $1.37M | 0.01% | +39,997 | New |
| Oregon Public Employees Retirement Fund | 39,954 | $1.37M | 0.02% | −5,989−13.0% | Reduced |
| STRS Ohio | 39,600 | $1.35M | 0.01% | +8,900+29.0% | Added |
| TCI Wealth Advisors, Inc. | 39,071 | $1.34M | 0.20% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 38,767 | $1.32M | 0.60% | +38,767 | New |
| Verition Fund Management LLC | 38,507 | $1.32M | 0.03% | +30,766+397.4% | Added |
| Jane Street Group, LLC | 38,430 | $1.31M | 0.00% | +13,868+56.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 37,587 | $1.28M | 0.00% | +37,587 | New |
| Jackson Creek Investment Advisors LLC | 29,498 | $1.22M | 0.49% | −2,409−7.6% | Reduced |
| Waldron Private Wealth LLC | 35,064 | $1.20M | 0.07% | +2,701+8.3% | Added |
| Martingale Asset Management L P | 34,423 | $1.18M | 0.02% | −10,712−23.7% | Reduced |
| Franklin Resources Inc | 34,335 | $1.17M | 0.00% | −12,331−26.4% | Reduced |
| DekaBank Deutsche Girozentrale | 33,100 | $1.17M | 0.00% | +33,100 | New |
| Aigen Investment Management, LP | 34,033 | $1.16M | 0.20% | +34,033 | New |
| Arizona State Retirement System | 33,025 | $1.13M | 0.01% | +1,831+5.9% | Added |
| Los Angeles Capital Management LLC | 32,704 | $1.12M | 0.01% | +22,249+212.8% | Added |
| Affinity Investment Advisors, LLC | 32,009 | $1.09M | 0.53% | −1,240−3.7% | Reduced |
| Guggenheim Capital LLC | 30,910 | $1.06M | 0.01% | +2,098+7.3% | Added |
| State of Wisconsin Investment Board | 30,386 | $1.04M | 0.00% | +30,386 | New |
| HSBC Holdings PLC | 29,625 | $1.03M | 0.00% | −82,808−73.7% | Reduced |
| Insight Wealth Strategies, LLC | 29,950 | $1.02M | 0.19% | +29,950 | New |
| Dynamic Technology Lab Private Ltd | 28,940 | $989.0K | 0.11% | −1,470−4.8% | Reduced |
| Globeflex Capital L P | 28,653 | $980.0K | 0.24% | +19,490+212.7% | Added |
| Jacobs Levy Equity Management, Inc | 26,998 | $923.0K | 0.01% | −36,711−57.6% | Reduced |
| Algert Global LLC | 26,795 | $916.0K | 0.07% | −20,615−43.5% | Reduced |
| Cornercap Investment Counsel Inc | 26,124 | $893.0K | 0.15% | 00.0% | Unchanged |
| TD Asset Management Inc | 25,700 | $879.0K | 0.00% | +25,700 | New |
| Cerity Partners LLC | 22,886 | $782.0K | 0.01% | +405+1.8% | Added |
| SG Americas Securities, LLC | 22,756 | $778.0K | 0.01% | +2,016+9.7% | Added |
| Janus Henderson Group PLC | 22,172 | $758.0K | 0.00% | −32−0.1% | Reduced |
| Aj Wealth Strategies, LLC | 22,144 | $757.0K | 0.04% | +60.0% | Added |
| Qube Research & Technologies Ltd | 21,883 | $748.0K | 0.01% | −11,236−33.9% | Reduced |
| Chartwell Investment Partners, LLC | 21,299 | $728.0K | 0.03% | +21,299 | New |
| Envestnet Asset Management Inc | 21,193 | $725.0K | 0.00% | +12,149+134.3% | Added |
| Natixis Advisors, L.P. | 21,091 | $721.0K | 0.00% | +701+3.4% | Added |
| Mutual of America Capital Management LLC | 20,468 | $700.0K | 0.01% | +2,964+16.9% | Added |
| Hanseatic Management Services Inc | 20,186 | $690.0K | 1.57% | −323−1.6% | Reduced |
| Centiva Capital, LP | 19,341 | $661.0K | 0.04% | +19,341 | New |
| Teacher Retirement System of Texas | 19,007 | $650.0K | 0.00% | −5,043−21.0% | Reduced |
| Sippican Capital Advisors | 18,295 | $626.0K | 0.62% | −1,725−8.6% | Reduced |
| First Hawaiian Bank | 18,160 | $621.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 17,215 | $589.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,101 | $584.0K | 0.00% | −9,642−36.1% | Reduced |
| Bailard, Inc. | 17,000 | $581.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 16,975 | $580.0K | 0.02% | −92,392−84.5% | Reduced |
| Gotham Asset Management, LLC | 16,895 | $578.0K | 0.02% | +1,264+8.1% | Added |
| Bluestein R H & Co | 16,600 | $568.0K | 0.03% | −2,500−13.1% | Reduced |
| Public Employees Retirement Association of Colorado | 16,412 | $561.0K | 0.00% | +8,955+120.1% | Added |
| Truist Financial Corp | 15,701 | $537.0K | 0.00% | −23,395−59.8% | Reduced |
| Penserra Capital Management LLC | 15,628 | $534.0K | 0.01% | +15,628 | 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 |
| Blueshift Asset Management, LLC | 15,457 | $528.0K | 0.09% | +15,457 | New |
| Moody National Bank Trust Division | 15,079 | $516.0K | 0.05% | +15,079 | New |
| Capital Counsel LLC | 15,000 | $513.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,582 | $499.0K | 0.00% | −3,825−20.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 11,900 | $491.0K | 1.31% | +11,900 | New |
| Redwood Investment Management, LLC | 13,409 | $458.0K | 0.08% | −926−6.5% | Reduced |
| Boothbay Fund Management, LLC | 13,110 | $448.0K | 0.02% | +13,110 | New |