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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $0 | 0.00% | −152−99.3% | Reduced |
| Tradewinds Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $0 | 0.00% | −3−21.4% | Reduced |
| Clear Street Markets LLC | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 20 | $0 | 0.00% | +20 | New |
| Disciplined Investments, LLC | 22 | $1.00K | 0.00% | +2+10.0% | Added |
| Hexagon Capital Partners LLC | 17 | $1.00K | 0.00% | −3−15.0% | Reduced |
| Allworth Financial LP | 30 | $1.00K | 0.00% | +27+900.0% | Added |
| Stonebridge Capital Advisors LLC | 33 | $1.00K | 0.00% | +33 | New |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 65 | $2.00K | 0.00% | −12−15.6% | Reduced |
| AdvisorNet Financial, Inc | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $2.00K | 0.00% | +2+5.0% | Added |
| Parallel Advisors, LLC | 69 | $3.00K | 0.00% | −5−6.8% | Reduced |
| Schubert & Co | 89 | $3.00K | 0.00% | +17+23.6% | Added |
| Farmers & Merchants Investments Inc | 81 | $3.00K | 0.00% | +81 | New |
| Lindbrook Capital, LLC | 106 | $4.00K | 0.00% | −53−33.3% | Reduced |
| Wagner Wealth Management, LLC | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 162 | $6.00K | 0.00% | −161−49.8% | Reduced |
| Massmutual Trust Co FSB | 166 | $6.00K | 0.00% | −4−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 179 | $6.00K | 0.00% | +38+27.0% | Added |
| Sageworth Trust Co of South Dakota | 223 | $8.00K | 0.02% | −58−20.6% | Reduced |
| Worth Asset Management, LLC | 227 | $9.00K | 0.01% | +227 | New |
| Covestor Ltd | 274 | $10.0K | 0.01% | −51−15.7% | Reduced |
| Parkside Financial Bank & Trust | 272 | $10.0K | 0.00% | +3+1.1% | Added |
| Raffa Wealth Management, LLC | 315 | $11.8K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 310 | $12.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 327 | $12.0K | 0.00% | +58+21.6% | Added |
| Macroview Investment Management LLC | 331 | $12.0K | 0.02% | +331 | New |
| Wipfli Financial Advisors LLC, | 310 | $12.0K | 0.00% | +310 | New |
| Cullen/Frost Bankers, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 611 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $23.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 604 | $24.0K | 0.00% | −52−7.9% | Reduced |
| Global Retirement Partners, LLC | 583 | $26.0K | 0.00% | +508+677.3% | Added |
| CWM, LLC | 867 | $33.0K | 0.00% | +432+99.3% | Added |
| Larson Financial Group LLC | 1,005 | $38.0K | 0.01% | +1,005 | New |
| Byrne Asset Management LLC | 1,300 | $49.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $52.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $53.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,790 | $67.3K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,174 | $82.0K | 0.00% | +151+7.5% | Added |
| Quadrant Capital Group LLC | 2,230 | $84.0K | 0.01% | +2,075+1,338.7% | Added |
| Advisor Group Holdings, Inc. | 2,805 | $106.0K | 0.00% | −2,281−44.8% | Reduced |
| Meeder Asset Management Inc | 3,316 | $124.0K | 0.01% | +724+27.9% | Added |
| Parallax Volatility Advisers, L.P. | 3,442 | $129.0K | 0.00% | −2,426−41.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,395 | $203.0K | 0.06% | +2,509+86.9% | Added |
| CWM Advisors, LLC | 5,539 | $208.0K | 0.03% | −705−11.3% | Reduced |
| Forum Financial Management, LP | 5,538 | $208.0K | 0.01% | +5,538 | New |
| Blair William & Co | 5,750 | $216.0K | 0.00% | +5,750 | New |
| Auxier Asset Management | 6,290 | $237.0K | 0.05% | −750−10.7% | Reduced |
| Mizuho Securities USA LLC | 6,449 | $243.0K | 0.03% | +6,449 | New |
| Royal Bank of Canada | 6,692 | $252.0K | 0.00% | +204+3.1% | Added |
| Public Employees Retirement System of Ohio | 6,731 | $253.0K | 0.00% | −1,043−13.4% | Reduced |
| Schroder Investment Management Group | 6,821 | $257.0K | 0.00% | −1,189−14.8% | Reduced |
| Ironwood Investment Management LLC | 6,990 | $263.0K | 0.18% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 7,000 | $264.0K | 0.01% | +890+14.6% | Added |
| Alps Advisors Inc | 7,075 | $266.0K | 0.00% | +7,075 | New |
| Metropolitan Life Insurance Co | 7,304 | $274.7K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 7,468 | $281.0K | 0.01% | +729+10.8% | Added |
| Pictet Asset Management SA | 7,506 | $282.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 7,577 | $285.0K | 0.02% | −3,748−33.1% | Reduced |
| Winton Group Ltd | 7,572 | $285.0K | 0.02% | +7,572 | New |
| Shelton Capital Management | 7,601 | $286.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,621 | $286.0K | 0.00% | +7,621 | New |
| O'Shaughnessy Asset Management, LLC | 7,695 | $289.0K | 0.01% | +7,695 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $290.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,975 | $300.0K | 0.06% | +137+1.7% | Added |
| Lee Financial Co | 8,000 | $301.0K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 8,082 | $304.0K | 0.00% | −3,416−29.7% | Reduced |
| Ci Investments Inc. | 8,145 | $306.0K | 0.00% | −7,449−47.8% | Reduced |
| CenterBook Partners LP | 8,212 | $309.0K | 0.06% | +482+6.2% | Added |
| Profund Advisors LLC | 8,467 | $318.0K | 0.02% | +175+2.1% | Added |
| Bridgefront Capital, LLC | 8,669 | $326.0K | 0.33% | +8,669 | New |
| The PNC Financial Services Group, Inc. | 8,807 | $330.0K | 0.00% | +310+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,850 | $333.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 8,996 | $338.0K | 0.04% | +7,250+415.2% | Added |
| Truist Financial Corp | 9,099 | $342.0K | 0.00% | −6,602−42.0% | Reduced |
| Crossmark Global Holdings, Inc. | 9,280 | $349.0K | 0.01% | −90−1.0% | Reduced |
| Cornerstone Investment Partners, LLC | 9,338 | $351.0K | 0.03% | +9,338 | New |
| Meritage Portfolio Management | 9,405 | $354.0K | 0.03% | +32+0.3% | Added |
| Ameritas Investment Partners, Inc. | 9,498 | $357.0K | 0.02% | +214+2.3% | Added |
| Advisor Partners II, LLC | 9,569 | $360.0K | 0.03% | +9,569 | New |
| Tower Research Capital LLC (TRC) | 9,691 | $364.0K | 0.01% | +5,217+116.6% | Added |
| Empirical Finance, LLC | 9,886 | $372.0K | 0.04% | +9,886 | New |
| Kestra Advisory Services, LLC | 10,002 | $376.0K | 0.00% | −296−2.9% | Reduced |
| Royce & Associates LP | 10,100 | $380.0K | 0.00% | +10,100 | New |
| CFM Wealth Partners LLC | 10,209 | $384.0K | 0.12% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 10,299 | $387.0K | 0.04% | +3,359+48.4% | Added |
| Tudor Investment Corp Et Al | 10,290 | $387.0K | 0.01% | +10,290 | New |
| Y-Intercept (Hong Kong) Ltd | 10,339 | $388.9K | 0.04% | +10,339 | New |
| Prudential PLC | 10,373 | $390.0K | 0.01% | +10,373 | New |
| Ellevest, Inc. | 10,384 | $391.0K | 0.04% | +485+4.9% | Added |
| Lido Advisors, LLC | 10,528 | $395.0K | 0.01% | +10,528 | New |