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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 12,994 | $444.0K | 0.01% | +12,994 | New |
| Captrust Financial Advisors | 12,636 | $432.0K | 0.00% | −210−1.6% | Reduced |
| UBS Group AG | 11,837 | $405.0K | 0.00% | −159,894−93.1% | Reduced |
| Virtu Financial LLC | 11,632 | $398.0K | 0.03% | −666−5.4% | Reduced |
| LPL Financial LLC | 11,498 | $393.0K | 0.00% | +1,214+11.8% | Added |
| AlphaCrest Capital Management LLC | 11,325 | $387.0K | 0.02% | +3,825+51.0% | Added |
| Texas Yale Capital Corp. | 11,169 | $382.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Allied Investment Advisors, LLC | 11,020 | $377.0K | 0.14% | −850−7.2% | Reduced |
| American Trust | 10,781 | $369.0K | 0.03% | +10,781 | New |
| Verdence Capital Advisors LLC | 10,678 | $365.0K | 0.05% | +10,678 | New |
| KBC Group NV | 10,589 | $362.0K | 0.00% | +6,685+171.2% | Added |
| Quadrature Capital Ltd | 10,479 | $359.0K | 0.01% | +10,479 | New |
| Ethic Inc. | 10,466 | $358.0K | 0.02% | −1,299−11.0% | Reduced |
| CIBC Private Wealth Group, LLC | 10,346 | $353.0K | 0.00% | −1,376−11.7% | Reduced |
| Kestra Advisory Services, LLC | 10,298 | $352.0K | 0.00% | +612+6.3% | Added |
| XTX Topco Ltd | 10,245 | $350.0K | 0.14% | +1,455+16.6% | Added |
| CFM Wealth Partners LLC | 10,209 | $349.0K | 0.10% | −996−8.9% | Reduced |
| Ellevest, Inc. | 9,899 | $338.0K | 0.03% | −1,491−13.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,370 | $321.0K | 0.01% | −360−3.7% | Reduced |
| Meritage Portfolio Management | 9,373 | $320.0K | 0.02% | −6−0.1% | Reduced |
| 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 |
| Advisor Partners LLC | 8,985 | $307.0K | 0.02% | +644+7.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,850 | $303.0K | 0.00% | −6,150−41.0% | Reduced |
| Ergoteles LLC | 8,627 | $295.0K | 0.01% | +8,627 | New |
| ClariVest Asset Management LLC | 8,564 | $293.0K | 0.01% | +8,543+40,681.0% | Added |
| The PNC Financial Services Group, Inc. | 8,497 | $290.0K | 0.00% | +422+5.2% | Added |
| Schroder Investment Management Group | 8,010 | $288.0K | 0.00% | −281,852−97.2% | Reduced |
| Profund Advisors LLC | 8,292 | $284.0K | 0.02% | −1,792−17.8% | Reduced |
| Lee Financial Co | 8,000 | $274.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,838 | $268.0K | 0.05% | +1,718+28.1% | Added |
| Public Employees Retirement System of Ohio | 7,774 | $266.0K | 0.00% | −2,480−24.2% | Reduced |
| 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 |
| Shelton Capital Management | 7,601 | $260.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 7,506 | $257.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,304 | $249.7K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 7,040 | $241.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,025 | $240.0K | 0.04% | +7,025 | New |
| Ironwood Investment Management LLC | 6,990 | $239.0K | 0.16% | −2,000−22.2% | Reduced |
| Tributary Capital Management, LLC | 6,940 | $237.0K | 0.02% | +6,940 | New |
| Wolverine Asset Management LLC | 6,913 | $236.0K | 0.00% | −33,755−83.0% | Reduced |
| Xponance, Inc. | 6,739 | $230.0K | 0.00% | +507+8.1% | Added |
| Bayesian Capital Management, LP | 6,700 | $229.0K | 0.04% | +6,700 | New |
| Royal Bank of Canada | 6,488 | $222.0K | 0.00% | −13,387−67.4% | Reduced |
| Delphia (USA) Inc. | 6,289 | $215.0K | 0.15% | −4,394−41.1% | Reduced |
| CWM Advisors, LLC | 6,244 | $213.0K | 0.03% | +259+4.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,110 | $209.0K | 0.00% | −4,090−40.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,868 | $201.0K | 0.00% | +4,653+383.0% | Added |
| Point72 Hong Kong Ltd | 5,551 | $190.0K | 0.01% | +5,551 | New |
| Advisor Group Holdings, Inc. | 5,086 | $174.0K | 0.00% | +2,045+67.2% | Added |
| Advisors Preferred, LLC | 4,714 | $161.0K | 0.04% | +4,714 | New |
| Shay Capital LLC | 4,612 | $158.0K | 0.08% | +4,612 | New |
| Tower Research Capital LLC (TRC) | 4,474 | $153.0K | 0.00% | +812+22.2% | Added |
| Canada Pension Plan Investment Board | 3,100 | $106.0K | 0.00% | +100+3.3% | Added |
| Harvest Fund Management Co., Ltd | 2,886 | $99.0K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 2,589 | $89.0K | 0.10% | +57+2.3% | Added |
| Meeder Asset Management Inc | 2,592 | $88.0K | 0.01% | −595−18.7% | Reduced |
| State of Wyoming | 2,368 | $81.0K | 0.05% | +1,007+74.0% | Added |
| First Manhattan Co | 2,129 | $72.0K | 0.00% | +2,129 | New |
| Fifth Third Bancorp | 2,023 | $69.0K | 0.00% | +3+0.1% | Added |
| USA Financial Portformulas Corp | 1,892 | $65.0K | 0.08% | +1,145+153.3% | Added |
| Sutton Wealth Advisors Inc. | 1,790 | $61.2K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,746 | $59.0K | 0.01% | −4,136−70.3% | Reduced |
| Bartlett & Co. LLC | 1,400 | $48.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $47.9K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,300 | $44.0K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,000 | $34.0K | 0.00% | +1,000 | New |
| Versant Capital Management, Inc | 775 | $26.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 656 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $21.2K | 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 |
| Cullen/Frost Bankers, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 435 | $15.0K | 0.00% | −12−2.7% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 315 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 281 | $10.0K | 0.02% | −52−15.6% | Reduced |
| Parkside Financial Bank & Trust | 269 | $9.00K | 0.00% | +15+5.9% | Added |
| Signaturefd, LLC | 269 | $9.00K | 0.00% | +194+258.7% | Added |
| Massmutual Trust Co FSB | 170 | $6.00K | 0.00% | +13+8.3% | Added |
| 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 |
| 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 |
| 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 |
| 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 |