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, Q3 2022
Institutional positions in SM Energy Co as of Sep 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
- +4 vs. Q2 2022
- Shares held
- 109.9M
- −195.6K (−0.2%) vs. Q2 2022
- Total value
- $4.13B
- +$422.3M (+11.4%) vs. Q2 2022
- New holders
- 48
- 114 more added
- Sold out
- 44
- 106 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,286,857 | $763.0M | 0.03% | +676,547+3.4% | Added |
| Vanguard Group Inc | 15,111,503 | $568.3M | 0.02% | +224,029+1.5% | Added |
| State Street Corp | 5,829,382 | $219.2M | 0.01% | −235,677−3.9% | Reduced |
| Dimensional Fund Advisors LP | 4,044,758 | $152.1M | 0.06% | −48,468−1.2% | Reduced |
| Invesco Ltd. | 3,214,189 | $120.9M | 0.04% | −201,730−5.9% | Reduced |
| JPMorgan Chase & Co | 2,462,193 | $92.6M | 0.01% | +685,812+38.6% | Added |
| Wellington Management Group LLP | 2,219,618 | $83.5M | 0.02% | +691,456+45.2% | Added |
| Frontier Capital Management Co LLC | 2,193,475 | $82.5M | 0.97% | +563,251+34.6% | Added |
| Geode Capital Management, LLC | 2,153,271 | $81.0M | 0.01% | +36,777+1.7% | Added |
| Marshall Wace, LLP | 2,121,523 | $79.8M | 0.20% | −242,191−10.2% | Reduced |
| River Road Asset Management, LLC | 1,939,932 | $73.0M | 1.09% | +166,836+9.4% | Added |
| Goldman Sachs Group Inc | 1,937,373 | $72.9M | 0.02% | +41,268+2.2% | Added |
| Aventail Capital Group, LP | 1,824,241 | $68.6M | 5.25% | +822,701+82.1% | Added |
| First Trust Advisors LP | 1,642,002 | $61.8M | 0.08% | +57,307+3.6% | Added |
| Renaissance Technologies LLC | 1,524,900 | $57.4M | 0.08% | +156,400+11.4% | Added |
| Northern Trust Corp | 1,482,005 | $55.7M | 0.01% | +195,838+15.2% | Added |
| Advisory Research Inc | 1,468,510 | $55.2M | 5.40% | −181,803−11.0% | Reduced |
| Bank of New York Mellon Corp | 1,408,779 | $53.0M | 0.01% | +36,075+2.6% | Added |
| Charles Schwab Investment Management Inc | 1,372,211 | $51.6M | 0.02% | −107,355−7.3% | Reduced |
| Price T Rowe Associates Inc | 1,299,936 | $48.9M | 0.01% | +331,890+34.3% | Added |
| D. E. Shaw & Co., Inc. | 1,211,281 | $45.6M | 0.08% | −131,270−9.8% | Reduced |
| William Blair Investment Management, LLC | 1,054,080 | $39.6M | 0.16% | −18,722−1.7% | Reduced |
| Morgan Stanley | 1,020,237 | $38.4M | 0.01% | −39,671−3.7% | Reduced |
| HITE Hedge Asset Management LLC | 906,628 | $34.1M | 2.87% | +27,064+3.1% | Added |
| Adage Capital Partners GP, L.L.C. | 900,000 | $33.8M | 0.08% | −350,000−28.0% | Reduced |
| Ameriprise Financial Inc | 848,364 | $31.9M | 0.01% | −633,323−42.7% | Reduced |
| Principal Financial Group Inc | 795,306 | $29.9M | 0.02% | −65,043−7.6% | Reduced |
| Assenagon Asset Management S.A. | 775,134 | $29.2M | 0.12% | −261,482−25.2% | Reduced |
| Deutsche Bank AG | 769,416 | $28.9M | 0.02% | +353,377+84.9% | Added |
| American Century Companies Inc | 755,556 | $28.4M | 0.03% | −816,338−51.9% | Reduced |
| TimesSquare Capital Management, LLC | 725,680 | $27.3M | 0.38% | +130,960+22.0% | Added |
| Encompass Capital Advisors LLC | 706,066 | $26.6M | 1.54% | +301,657+74.6% | Added |
| Macquarie Group Ltd | 691,037 | $26.1M | 0.03% | −32,654−4.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 688,210 | $25.9M | 0.04% | −379,104−35.5% | Reduced |
| Russell Investments Group, Ltd. | 679,417 | $25.6M | 0.06% | +111,203+19.6% | Added |
| Nuveen Asset Management, LLC | 676,221 | $25.4M | 0.01% | −40,764−5.7% | Reduced |
| Two Sigma Advisers, LP | 567,102 | $21.3M | 0.06% | −46,100−7.5% | Reduced |
| FMR LLC | 565,913 | $21.3M | 0.00% | −66,257−10.5% | Reduced |
| Wedge Capital Management L L P | 550,669 | $20.7M | 0.35% | +10,801+2.0% | Added |
| Palisade Capital Management LLC | 520,062 | $19.6M | 0.55% | +520,062 | New |
| Great Lakes Advisors, LLC | 503,815 | $18.9M | 0.41% | −14,808−2.9% | Reduced |
| Millennium Management LLC | 494,005 | $18.6M | 0.02% | −78,093−13.7% | Reduced |
| Bank of America Corp | 480,244 | $18.1M | 0.00% | −37,078−7.2% | Reduced |
| Pacer Advisors, Inc. | 470,101 | $17.7M | 0.12% | +110,765+30.8% | Added |
| Telemark Asset Management, LLC | 450,000 | $16.9M | 2.66% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 442,620 | $16.6M | 0.10% | −53,009−10.7% | Reduced |
| Rhumbline Advisers | 386,429 | $14.5M | 0.02% | +22,349+6.1% | Added |
| Bridgeway Capital Management, LLC | 379,900 | $14.3M | 0.38% | −133,000−25.9% | Reduced |
| Legal & General Group Plc | 366,754 | $13.8M | 0.01% | −5,214−1.4% | Reduced |
| Two Sigma Investments, LP | 358,192 | $13.5M | 0.05% | −25,600−6.7% | Reduced |
| Raymond James & Associates | 352,038 | $13.2M | 0.01% | +130,050+58.6% | Added |
| BNP Paribas Arbitrage, SA | 336,368 | $12.7M | 0.03% | +267,304+387.0% | Added |
| Barclays PLC | 329,548 | $12.4M | 0.01% | +186,285+130.0% | Added |
| Tocqueville Asset Management L.P. | 303,900 | $11.4M | 0.23% | +87,800+40.6% | Added |
| California Public Employees Retirement System | 294,904 | $11.1M | 0.01% | +85,705+41.0% | Added |
| Swiss National Bank | 289,000 | $10.9M | 0.01% | +2,000+0.7% | Added |
| Hodges Capital Management Inc. | 276,480 | $10.4M | 1.71% | −269,510−49.4% | Reduced |
| Hill City Capital, LP | 270,000 | $10.2M | 2.03% | 00.0% | Unchanged |
| Putnam Investments LLC | 269,030 | $10.1M | 0.02% | −82,882−23.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 267,695 | $10.1M | 0.28% | −550.0% | Reduced |
| Susquehanna International Group, LLP | 264,548 | $9.95M | 0.02% | +147,767+126.5% | Added |
| Prudential Financial Inc | 255,915 | $9.62M | 0.02% | +14,170+5.9% | Added |
| Wells Fargo & Company | 253,259 | $9.53M | 0.00% | +120,049+90.1% | Added |
| Credit Suisse AG | 248,194 | $9.34M | 0.01% | +15,094+6.5% | Added |
| Citadel Advisors LLC | 246,112 | $9.26M | 0.01% | −168,248−40.6% | Reduced |
| Man Group plc | 243,579 | $9.16M | 0.04% | – | – |
| Oslo Asset Management AS | 240,108 | $9.03M | 13.49% | −40,000−14.3% | Reduced |
| SIR Capital Management, L.P. | 239,663 | $9.01M | 1.52% | +152,924+176.3% | Added |
| Ensign Peak Advisors, Inc | 230,930 | $8.69M | 0.02% | +60,070+35.2% | Added |
| Public Sector Pension Investment Board | 224,717 | $8.45M | 0.07% | −872−0.4% | Reduced |
| Thrivent Financial for Lutherans | 224,427 | $8.44M | 0.02% | −31,668−12.4% | Reduced |
| BlueCrest Capital Management Ltd | 204,863 | $7.71M | 0.75% | +57,697+39.2% | Added |
| Alyeska Investment Group, L.P. | 199,452 | $7.50M | 0.09% | +199,452 | New |
| New York State Teachers Retirement System | 197,597 | $7.43M | 0.02% | +400+0.2% | Added |
| Mariner, LLC | 195,527 | $7.35M | 0.03% | +550+0.3% | Added |
| Squarepoint Ops LLC | 193,679 | $7.28M | 0.07% | −82,287−29.8% | Reduced |
| Citigroup Inc | 180,559 | $6.79M | 0.01% | +38,217+26.8% | Added |
| AQR Capital Management LLC | 179,867 | $6.76M | 0.02% | +59,702+49.7% | Added |
| Rafferty Asset Management, LLC | 172,677 | $6.49M | 0.07% | −72,967−29.7% | Reduced |
| Comerica Bank | 147,247 | $6.45M | 0.05% | −9,554−6.1% | Reduced |
| Alliancebernstein L.P. | 171,046 | $6.43M | 0.00% | +231+0.1% | Added |
| First Republic Investment Management, Inc. | 168,210 | $6.33M | 0.02% | +11,399+7.3% | Added |
| Evoke Wealth, LLC | 160,700 | $6.04M | 0.24% | −17,481−9.8% | Reduced |
| California State Teachers Retirement System | 152,698 | $5.74M | 0.01% | −3,122−2.0% | Reduced |
| Hillsdale Investment Management Inc. | 149,000 | $5.60M | 0.51% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 143,605 | $5.40M | 0.90% | +8,770+6.5% | Added |
| Nisa Investment Advisors, LLC | 140,450 | $5.31M | 0.05% | +680+0.5% | Added |
| Great West Life Assurance Co | 140,370 | $5.28M | 0.01% | +15,245+12.2% | Added |
| RR Advisors, LLC | 137,000 | $5.16M | 0.95% | −37,000−21.3% | Reduced |
| Eagle Asset Management Inc | 128,688 | $4.84M | 0.03% | −3,789−2.9% | Reduced |
| Federated Hermes, Inc. | 126,477 | $4.76M | 0.01% | +22,304+21.4% | Added |
| Yaupon Capital Management LP | 125,567 | $4.72M | 1.59% | −64,260−33.9% | Reduced |
| Boston Partners | 117,611 | $4.42M | 0.01% | +57,517+95.7% | Added |
| HSBC Holdings PLC | 115,322 | $4.35M | 0.01% | +85,697+289.3% | Added |
| GW&K Investment Management, LLC | 115,093 | $4.33M | 0.05% | +55,013+91.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 111,698 | $4.20M | 0.04% | +607+0.5% | Added |
| Quantedge Capital Pte Ltd | 108,600 | $4.08M | 1.26% | −98,700−47.6% | Reduced |
| Panagora Asset Management Inc | 106,786 | $4.02M | 0.03% | −76,206−41.6% | Reduced |
| Yousif Capital Management, LLC | 100,288 | $3.77M | 0.05% | −1,266−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 100,000 | $3.76M | 0.02% | +100,000 | New |