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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.

Q3 2022 vs. Q2 2022

How the institutions holding SM Energy Co changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of SM: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders3104310+4
Shares110.1M11.7K109.9M−195.6K (−0.2%)
Value$3.71B$399.0K$4.13B+$422.3M (+11.4%)

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held SM Energy Co at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to SM in Q3 2022
InstitutionSharesValue% of portfolio
Palisade Capital Management LLC520,062$19.6M0.55%
Alyeska Investment Group, L.P.199,452$7.50M0.09%
Healthcare of Ontario Pension Plan Trust Fund100,000$3.76M0.02%
Bridgewater Associates, LP91,399$3.44M0.02%
ExodusPoint Capital Management, LP75,936$2.86M0.04%
Balyasny Asset Management LLC68,833$2.59M0.01%
Colony Group LLC67,491$2.54M0.04%
Virginia Retirement Systems Et Al35,500$1.34M0.02%
Twinbeech Capital LP34,865$1.31M0.03%
Teachers Retirement System of the State of Kentucky34,815$1.31M0.02%
First National Bank of Omaha33,141$1.25M0.08%
Atom Investors LP31,905$1.20M0.42%
Trexquant Investment LP21,517$809.0K0.03%
Pearl River Capital, LLC21,268$800.0K0.15%
AE Wealth Management LLC18,448$694.0K0.01%
Alpha DNA Investment Management LLC17,845$671.0K0.58%
Maven Securities LTD16,213$610.0K0.03%
Fox Run Management, L.L.C.14,600$549.0K0.21%
Gsa Capital Partners LLP13,749$517.0K0.07%
Simplex Trading, LLC13,263$498.0K0.02%
Cipher Capital LP11,814$444.0K0.07%
PDT Partners, LLC10,974$413.0K0.06%
Lido Advisors, LLC10,528$395.0K0.01%
Prudential PLC10,373$390.0K0.01%
Y-Intercept (Hong Kong) Ltd10,339$388.9K0.04%
Tudor Investment Corp Et Al10,290$387.0K0.01%
Royce & Associates LP10,100$380.0K0.00%
Empirical Finance, LLC9,886$372.0K0.04%
Advisor Partners II, LLC9,569$360.0K0.03%
Cornerstone Investment Partners, LLC9,338$351.0K0.03%
Bridgefront Capital, LLC8,669$326.0K0.33%
O'Shaughnessy Asset Management, LLC7,695$289.0K0.01%
Lazard Asset Management LLC7,621$286.0K0.00%
Winton Group Ltd7,572$285.0K0.02%
Alps Advisors Inc7,075$266.0K0.00%
Mizuho Securities USA LLC6,449$243.0K0.03%
Blair William & Co5,750$216.0K0.00%
Forum Financial Management, LP5,538$208.0K0.01%
Larson Financial Group LLC1,005$38.0K0.01%
Macroview Investment Management LLC331$12.0K0.02%
Wipfli Financial Advisors LLC,310$12.0K0.00%
Worth Asset Management, LLC227$9.00K0.01%
Farmers & Merchants Investments Inc81$3.00K0.00%
Stonebridge Capital Advisors LLC33$1.00K0.00%
Ronald Blue Trust, Inc.19$1.00K0.00%
Clear Street Markets LLC3$00.00%
Capital Advisors, Ltd. LLC5$00.00%
SJS Investment Consulting Inc.20$00.00%

Sold out (44)

Institutions that held SM Energy Co at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of SM in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Voloridge Investment Management, LLC287,963$9.85M
Capital Growth Management LP230,000$7.86M
Mackenzie Financial Corp190,156$6.50M
Cinctive Capital Management LP163,371$5.59M
Congress Asset Management Co90,195$3.08M
Graham Capital Management, L.P.81,245$2.78M
PEAK6 Investments LLC65,753$2.14M
Stifel Financial Corp61,160$2.09M
Harvest Investment Services, LLC58,170$1.99M
Prelude Capital Management, LLC2,001,257$1.94M
Maryland State Retirement & Pension System49,382$1.69M
Point72 Asset Management, L.P.46,900$1.60M
HRT Financial LP39,997$1.37M
Jackson Creek Investment Advisors LLC29,498$1.22M
Algert Global LLC26,795$916.0K
Qube Research & Technologies Ltd21,883$748.0K
Hanseatic Management Services Inc20,186$690.0K
Centiva Capital, LP19,341$661.0K
Jump Financial, LLC16,975$580.0K
Penserra Capital Management LLC15,628$534.0K
Blueshift Asset Management, LLC15,457$528.0K
Redwood Investment Management, LLC13,409$458.0K
Boothbay Fund Management, LLC13,110$448.0K
Virtu Financial LLC11,632$398.0K
Allied Investment Advisors, LLC11,020$377.0K
Quadrature Capital Ltd10,479$359.0K
CIBC Private Wealth Group, LLC10,346$353.0K
XTX Topco Ltd10,245$350.0K
Schonfeld Strategic Advisors LLC9,258$317.0K
Ergoteles LLC8,627$295.0K
Two Sigma Securities, LLC7,025$240.0K
Wolverine Asset Management LLC6,913$236.0K
Delphia (USA) Inc.6,289$215.0K
Point72 Hong Kong Ltd5,551$190.0K
Advisors Preferred, LLC4,714$161.0K
Shay Capital LLC4,612$158.0K
State of Wyoming2,368$81.0K
First Manhattan Co2,129$72.0K
USA Financial Portformulas Corp1,892$65.0K
SeaCrest Wealth Management, LLC1,000$34.0K
Versant Capital Management, Inc775$26.0K
Geneos Wealth Management Inc.35$1.00K
Steward Financial Group LLC50$1.00K
Moisand Fitzgerald Tamayo, LLC11$0

Not filed for Q3 2022 yet (4)

Institutions that held SM Energy Co at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Advisor Partners LLC8,985$307.0K
US Asset Management LLC2,589$89.0K
Cordasco Financial Network100$3.00K
Fieldpoint Private Securities, LLC13$0