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 |
|---|---|---|---|---|---|
| Hussman Strategic Advisors, Inc. | 81,600 | $3.07M | 0.53% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 82,511 | $3.10M | 0.02% | +63,504+334.1% | Added |
| State of Alaska, Department of Revenue | 84,856 | $3.19M | 0.04% | −7,277−7.9% | Reduced |
| CoreCommodity Management, LLC | 85,236 | $3.21M | 1.17% | −39,994−31.9% | Reduced |
| Voya Investment Management LLC | 87,934 | $3.31M | 0.00% | +368+0.4% | Added |
| Texas Permanent School Fund | 88,170 | $3.32M | 0.05% | +89+0.1% | Added |
| Thomist Capital Management, LP | 91,099 | $3.43M | 2.56% | −56,261−38.2% | Reduced |
| Bridgewater Associates, LP | 91,399 | $3.44M | 0.02% | +91,399 | New |
| State of Tennessee, Treasury Department | 97,022 | $3.65M | 0.02% | +5,020+5.5% | Added |
| UBS Asset Management Americas Inc | 97,610 | $3.67M | 0.00% | −30,818−24.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 100,000 | $3.76M | 0.02% | +100,000 | New |
| Yousif Capital Management, LLC | 100,288 | $3.77M | 0.05% | −1,266−1.2% | Reduced |
| Panagora Asset Management Inc | 106,786 | $4.02M | 0.03% | −76,206−41.6% | Reduced |
| Quantedge Capital Pte Ltd | 108,600 | $4.08M | 1.26% | −98,700−47.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 111,698 | $4.20M | 0.04% | +607+0.5% | Added |
| GW&K Investment Management, LLC | 115,093 | $4.33M | 0.05% | +55,013+91.6% | Added |
| HSBC Holdings PLC | 115,322 | $4.35M | 0.01% | +85,697+289.3% | Added |
| Boston Partners | 117,611 | $4.42M | 0.01% | +57,517+95.7% | Added |
| Yaupon Capital Management LP | 125,567 | $4.72M | 1.59% | −64,260−33.9% | Reduced |
| Federated Hermes, Inc. | 126,477 | $4.76M | 0.01% | +22,304+21.4% | Added |
| Eagle Asset Management Inc | 128,688 | $4.84M | 0.03% | −3,789−2.9% | Reduced |
| RR Advisors, LLC | 137,000 | $5.16M | 0.95% | −37,000−21.3% | Reduced |
| Great West Life Assurance Co | 140,370 | $5.28M | 0.01% | +15,245+12.2% | Added |
| Nisa Investment Advisors, LLC | 140,450 | $5.31M | 0.05% | +680+0.5% | Added |
| Pekin Hardy Strauss, Inc. | 143,605 | $5.40M | 0.90% | +8,770+6.5% | Added |
| Hillsdale Investment Management Inc. | 149,000 | $5.60M | 0.51% | 00.0% | Unchanged |
| California State Teachers Retirement System | 152,698 | $5.74M | 0.01% | −3,122−2.0% | Reduced |
| Evoke Wealth, LLC | 160,700 | $6.04M | 0.24% | −17,481−9.8% | Reduced |
| First Republic Investment Management, Inc. | 168,210 | $6.33M | 0.02% | +11,399+7.3% | Added |
| Alliancebernstein L.P. | 171,046 | $6.43M | 0.00% | +231+0.1% | Added |
| Comerica Bank | 147,247 | $6.45M | 0.05% | −9,554−6.1% | Reduced |
| Rafferty Asset Management, LLC | 172,677 | $6.49M | 0.07% | −72,967−29.7% | Reduced |
| AQR Capital Management LLC | 179,867 | $6.76M | 0.02% | +59,702+49.7% | Added |
| Citigroup Inc | 180,559 | $6.79M | 0.01% | +38,217+26.8% | Added |
| Squarepoint Ops LLC | 193,679 | $7.28M | 0.07% | −82,287−29.8% | Reduced |
| Mariner, LLC | 195,527 | $7.35M | 0.03% | +550+0.3% | Added |
| New York State Teachers Retirement System | 197,597 | $7.43M | 0.02% | +400+0.2% | Added |
| Alyeska Investment Group, L.P. | 199,452 | $7.50M | 0.09% | +199,452 | New |
| BlueCrest Capital Management Ltd | 204,863 | $7.71M | 0.75% | +57,697+39.2% | Added |
| Thrivent Financial for Lutherans | 224,427 | $8.44M | 0.02% | −31,668−12.4% | Reduced |
| Public Sector Pension Investment Board | 224,717 | $8.45M | 0.07% | −872−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 230,930 | $8.69M | 0.02% | +60,070+35.2% | Added |
| SIR Capital Management, L.P. | 239,663 | $9.01M | 1.52% | +152,924+176.3% | Added |
| Oslo Asset Management AS | 240,108 | $9.03M | 13.49% | −40,000−14.3% | Reduced |
| Man Group plc | 243,579 | $9.16M | 0.04% | – | – |
| Citadel Advisors LLC | 246,112 | $9.26M | 0.01% | −168,248−40.6% | Reduced |
| Credit Suisse AG | 248,194 | $9.34M | 0.01% | +15,094+6.5% | Added |
| Wells Fargo & Company | 253,259 | $9.53M | 0.00% | +120,049+90.1% | Added |
| Prudential Financial Inc | 255,915 | $9.62M | 0.02% | +14,170+5.9% | Added |
| Susquehanna International Group, LLP | 264,548 | $9.95M | 0.02% | +147,767+126.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 267,695 | $10.1M | 0.28% | −550.0% | Reduced |
| Putnam Investments LLC | 269,030 | $10.1M | 0.02% | −82,882−23.6% | Reduced |
| Hill City Capital, LP | 270,000 | $10.2M | 2.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 276,480 | $10.4M | 1.71% | −269,510−49.4% | Reduced |
| Swiss National Bank | 289,000 | $10.9M | 0.01% | +2,000+0.7% | Added |
| California Public Employees Retirement System | 294,904 | $11.1M | 0.01% | +85,705+41.0% | Added |
| Tocqueville Asset Management L.P. | 303,900 | $11.4M | 0.23% | +87,800+40.6% | Added |
| Barclays PLC | 329,548 | $12.4M | 0.01% | +186,285+130.0% | Added |
| BNP Paribas Arbitrage, SA | 336,368 | $12.7M | 0.03% | +267,304+387.0% | Added |
| Raymond James & Associates | 352,038 | $13.2M | 0.01% | +130,050+58.6% | Added |
| Two Sigma Investments, LP | 358,192 | $13.5M | 0.05% | −25,600−6.7% | Reduced |
| Legal & General Group Plc | 366,754 | $13.8M | 0.01% | −5,214−1.4% | Reduced |
| Bridgeway Capital Management, LLC | 379,900 | $14.3M | 0.38% | −133,000−25.9% | Reduced |
| Rhumbline Advisers | 386,429 | $14.5M | 0.02% | +22,349+6.1% | Added |
| Glenmede Trust Co NA | 442,620 | $16.6M | 0.10% | −53,009−10.7% | Reduced |
| Telemark Asset Management, LLC | 450,000 | $16.9M | 2.66% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 470,101 | $17.7M | 0.12% | +110,765+30.8% | Added |
| Bank of America Corp | 480,244 | $18.1M | 0.00% | −37,078−7.2% | Reduced |
| Millennium Management LLC | 494,005 | $18.6M | 0.02% | −78,093−13.7% | Reduced |
| Great Lakes Advisors, LLC | 503,815 | $18.9M | 0.41% | −14,808−2.9% | Reduced |
| Palisade Capital Management LLC | 520,062 | $19.6M | 0.55% | +520,062 | New |
| Wedge Capital Management L L P | 550,669 | $20.7M | 0.35% | +10,801+2.0% | Added |
| FMR LLC | 565,913 | $21.3M | 0.00% | −66,257−10.5% | Reduced |
| Two Sigma Advisers, LP | 567,102 | $21.3M | 0.06% | −46,100−7.5% | Reduced |
| Nuveen Asset Management, LLC | 676,221 | $25.4M | 0.01% | −40,764−5.7% | Reduced |
| Russell Investments Group, Ltd. | 679,417 | $25.6M | 0.06% | +111,203+19.6% | Added |
| Arrowstreet Capital, Limited Partnership | 688,210 | $25.9M | 0.04% | −379,104−35.5% | Reduced |
| Macquarie Group Ltd | 691,037 | $26.1M | 0.03% | −32,654−4.5% | Reduced |
| Encompass Capital Advisors LLC | 706,066 | $26.6M | 1.54% | +301,657+74.6% | Added |
| TimesSquare Capital Management, LLC | 725,680 | $27.3M | 0.38% | +130,960+22.0% | Added |
| American Century Companies Inc | 755,556 | $28.4M | 0.03% | −816,338−51.9% | Reduced |
| Deutsche Bank AG | 769,416 | $28.9M | 0.02% | +353,377+84.9% | Added |
| Assenagon Asset Management S.A. | 775,134 | $29.2M | 0.12% | −261,482−25.2% | Reduced |
| Principal Financial Group Inc | 795,306 | $29.9M | 0.02% | −65,043−7.6% | Reduced |
| Ameriprise Financial Inc | 848,364 | $31.9M | 0.01% | −633,323−42.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 900,000 | $33.8M | 0.08% | −350,000−28.0% | Reduced |
| HITE Hedge Asset Management LLC | 906,628 | $34.1M | 2.87% | +27,064+3.1% | Added |
| Morgan Stanley | 1,020,237 | $38.4M | 0.01% | −39,671−3.7% | Reduced |
| William Blair Investment Management, LLC | 1,054,080 | $39.6M | 0.16% | −18,722−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,211,281 | $45.6M | 0.08% | −131,270−9.8% | Reduced |
| Price T Rowe Associates Inc | 1,299,936 | $48.9M | 0.01% | +331,890+34.3% | Added |
| Charles Schwab Investment Management Inc | 1,372,211 | $51.6M | 0.02% | −107,355−7.3% | Reduced |
| Bank of New York Mellon Corp | 1,408,779 | $53.0M | 0.01% | +36,075+2.6% | Added |
| Advisory Research Inc | 1,468,510 | $55.2M | 5.40% | −181,803−11.0% | Reduced |
| Northern Trust Corp | 1,482,005 | $55.7M | 0.01% | +195,838+15.2% | Added |
| Renaissance Technologies LLC | 1,524,900 | $57.4M | 0.08% | +156,400+11.4% | Added |
| First Trust Advisors LP | 1,642,002 | $61.8M | 0.08% | +57,307+3.6% | Added |
| Aventail Capital Group, LP | 1,824,241 | $68.6M | 5.25% | +822,701+82.1% | Added |
| Goldman Sachs Group Inc | 1,937,373 | $72.9M | 0.02% | +41,268+2.2% | Added |
| River Road Asset Management, LLC | 1,939,932 | $73.0M | 1.09% | +166,836+9.4% | Added |