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 |
|---|---|---|---|---|---|
| KBC Group NV | 10,589 | $398.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,948 | $412.0K | 0.06% | +270+2.5% | Added |
| PDT Partners, LLC | 10,974 | $413.0K | 0.06% | +10,974 | New |
| Bryn Mawr Trust Co | 11,135 | $419.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,169 | $420.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 11,293 | $424.0K | 0.03% | +133+1.2% | Added |
| Ethic Inc. | 11,335 | $426.0K | 0.03% | +869+8.3% | Added |
| American Trust | 11,602 | $436.0K | 0.04% | +821+7.6% | Added |
| Cipher Capital LP | 11,814 | $444.0K | 0.07% | +11,814 | New |
| Capital Counsel LLC | 13,020 | $490.0K | 0.03% | −1,980−13.2% | Reduced |
| Simplex Trading, LLC | 13,263 | $498.0K | 0.02% | +13,263 | New |
| Gotham Asset Management, LLC | 13,353 | $502.0K | 0.02% | −3,542−21.0% | Reduced |
| United Services Automobile Association | 13,382 | $503.0K | 0.01% | +388+3.0% | Added |
| Gsa Capital Partners LLP | 13,749 | $517.0K | 0.07% | +13,749 | New |
| Shell Asset Management Co | 14,129 | $531.0K | 0.02% | −1,471−9.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 11,900 | $535.0K | 1.47% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,600 | $549.0K | 0.21% | +14,600 | New |
| Verition Fund Management LLC | 15,079 | $567.0K | 0.01% | −23,428−60.8% | Reduced |
| Moody National Bank Trust Division | 15,079 | $567.0K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,115 | $568.0K | 0.01% | −7,641−33.6% | Reduced |
| Bayesian Capital Management, LP | 15,364 | $578.0K | 0.12% | +8,664+129.3% | Added |
| Bailard, Inc. | 15,400 | $579.0K | 0.02% | −1,600−9.4% | Reduced |
| First Hawaiian Bank | 15,940 | $600.0K | 0.02% | −2,220−12.2% | Reduced |
| Captrust Financial Advisors | 16,096 | $605.0K | 0.00% | +3,460+27.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,121 | $606.0K | 0.00% | +1,539+10.6% | Added |
| Maven Securities LTD | 16,213 | $610.0K | 0.03% | +16,213 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $617.0K | 0.00% | 00.0% | Unchanged |
| Bluestein R H & Co | 16,600 | $624.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,691 | $628.0K | 0.00% | −410−2.4% | Reduced |
| DuPont Capital Management Corp | 16,846 | $634.0K | 0.04% | −369−2.1% | Reduced |
| Sippican Capital Advisors | 17,670 | $665.0K | 0.69% | −625−3.4% | Reduced |
| Alpha DNA Investment Management LLC | 17,845 | $671.0K | 0.58% | +17,845 | New |
| AE Wealth Management LLC | 18,448 | $694.0K | 0.01% | +18,448 | New |
| Martingale Asset Management L P | 18,838 | $709.0K | 0.01% | −15,585−45.3% | Reduced |
| ClariVest Asset Management LLC | 19,507 | $734.0K | 0.04% | +10,943+127.8% | Added |
| Cornercap Investment Counsel Inc | 20,094 | $756.0K | 0.14% | −6,030−23.1% | Reduced |
| Monarch Partners Asset Management LLC | 20,297 | $763.0K | 0.23% | −26,224−56.4% | Reduced |
| Pearl River Capital, LLC | 21,268 | $800.0K | 0.15% | +21,268 | New |
| Trexquant Investment LP | 21,517 | $809.0K | 0.03% | +21,517 | New |
| Natixis Advisors, L.P. | 21,970 | $826.0K | 0.00% | +879+4.2% | Added |
| Cerity Partners LLC | 21,979 | $827.0K | 0.01% | −907−4.0% | Reduced |
| Aj Wealth Strategies, LLC | 22,144 | $833.0K | 0.05% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,218 | $835.0K | 0.00% | +46+0.2% | Added |
| State of Wisconsin Investment Board | 22,715 | $854.0K | 0.00% | −7,671−25.2% | Reduced |
| Envestnet Asset Management Inc | 23,102 | $869.0K | 0.00% | +1,909+9.0% | Added |
| Mutual of America Capital Management LLC | 24,389 | $917.0K | 0.01% | +3,921+19.2% | Added |
| Guggenheim Capital LLC | 24,910 | $937.0K | 0.01% | −6,000−19.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,589 | $1.00M | 0.01% | −409−1.5% | Reduced |
| Insight Wealth Strategies, LLC | 29,950 | $1.02M | 0.19% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 28,659 | $1.08M | 0.56% | −3,350−10.5% | Reduced |
| Chartwell Investment Partners, LLC | 30,454 | $1.15M | 0.05% | +9,155+43.0% | Added |
| Canada Pension Plan Investment Board | 30,700 | $1.16M | 0.00% | +27,600+890.3% | Added |
| Atom Investors LP | 31,905 | $1.20M | 0.42% | +31,905 | New |
| DekaBank Deutsche Girozentrale | 33,100 | $1.24M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 33,116 | $1.25M | 0.01% | +91+0.3% | Added |
| First National Bank of Omaha | 33,141 | $1.25M | 0.08% | +33,141 | New |
| Jane Street Group, LLC | 33,358 | $1.25M | 0.00% | −5,072−13.2% | Reduced |
| Aigen Investment Management, LP | 34,817 | $1.31M | 0.19% | +784+2.3% | Added |
| Teachers Retirement System of the State of Kentucky | 34,815 | $1.31M | 0.02% | +34,815 | New |
| Twinbeech Capital LP | 34,865 | $1.31M | 0.03% | +34,865 | New |
| Franklin Resources Inc | 35,204 | $1.32M | 0.00% | +869+2.5% | Added |
| STRS Ohio | 35,300 | $1.33M | 0.01% | −4,300−10.9% | Reduced |
| Virginia Retirement Systems Et Al | 35,500 | $1.34M | 0.02% | +35,500 | New |
| Engineers Gate Manager LP | 36,535 | $1.37M | 0.09% | −6,973−16.0% | Reduced |
| Beck Capital Management, LLC | 36,743 | $1.38M | 0.59% | −2,024−5.2% | Reduced |
| Waldron Private Wealth LLC | 37,548 | $1.41M | 0.09% | +2,484+7.1% | Added |
| TCI Wealth Advisors, Inc. | 39,071 | $1.47M | 0.24% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 40,688 | $1.53M | 0.02% | +734+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 41,799 | $1.57M | 0.00% | +447+1.1% | Added |
| State Board of Administration of Florida Retirement System | 42,337 | $1.59M | 0.00% | −1,042−2.4% | Reduced |
| Edgestream Partners, L.P. | 43,083 | $1.62M | 0.13% | −186,226−81.2% | Reduced |
| Globeflex Capital L P | 43,115 | $1.62M | 0.28% | +14,462+50.5% | Added |
| Twin Tree Management, LP | 45,411 | $1.71M | 0.05% | −64,839−58.8% | Reduced |
| TD Asset Management Inc | 46,000 | $1.74M | 0.00% | +20,300+79.0% | Added |
| Creative Planning | 46,727 | $1.76M | 0.00% | +5,091+12.2% | Added |
| First Eagle Investment Management, LLC | 47,625 | $1.79M | 0.01% | −15,462−24.5% | Reduced |
| US Bancorp | 47,835 | $1.80M | 0.00% | −2,605−5.2% | Reduced |
| Kore Private Wealth LLC | 47,992 | $1.80M | 0.33% | −4,529−8.6% | Reduced |
| Manufacturers Life Insurance Company, The | 48,318 | $1.82M | 0.00% | −807−1.6% | Reduced |
| Los Angeles Capital Management LLC | 48,712 | $1.83M | 0.01% | +16,008+48.9% | Added |
| Allianz Asset Management GmbH | 52,333 | $1.97M | 0.00% | −217,048−80.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,148 | $2.04M | 0.01% | +16,561+44.1% | Added |
| Victory Capital Management Inc | 54,268 | $2.04M | 0.00% | −1,890−3.4% | Reduced |
| UBS Group AG | 54,631 | $2.06M | 0.00% | +42,794+361.5% | Added |
| Cubist Systematic Strategies, LLC | 57,556 | $2.17M | 0.02% | −2,362−3.9% | Reduced |
| Louisiana State Employees Retirement System | 58,600 | $2.20M | 0.06% | −300−0.5% | Reduced |
| Amalgamated Bank | 59,733 | $2.25M | 0.02% | +1,206+2.1% | Added |
| Mercer Global Advisors Inc | 59,817 | $2.25M | 0.01% | +1,072+1.8% | Added |
| MetLife Investment Management | 63,984 | $2.41M | 0.02% | +413+0.6% | Added |
| 1492 Capital Management LLC | 65,299 | $2.46M | 1.77% | −246−0.4% | Reduced |
| American International Group, Inc. | 66,462 | $2.50M | 0.02% | +776+1.2% | Added |
| Bank of Montreal | 62,783 | $2.50M | 0.00% | −78,289−55.5% | Reduced |
| Colony Group LLC | 67,491 | $2.54M | 0.04% | +67,491 | New |
| Balyasny Asset Management LLC | 68,833 | $2.59M | 0.01% | +68,833 | New |
| Dynamic Technology Lab Private Ltd | 73,160 | $2.75M | 0.27% | +44,220+152.8% | Added |
| State of New Jersey Common Pension Fund D | 74,614 | $2.81M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 75,936 | $2.86M | 0.04% | +75,936 | New |
| AXA S.A. | 76,650 | $2.88M | 0.01% | +3,000+4.1% | Added |
| SEI Investments Co | 77,001 | $2.90M | 0.01% | +1,201+1.6% | Added |
| Calamos Advisors LLC | 80,177 | $3.02M | 0.01% | +38,975+94.6% | Added |