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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 2,121,523 | $79.8M | 0.20% | −242,191−10.2% | Reduced |
| Geode Capital Management, LLC | 2,153,271 | $81.0M | 0.01% | +36,777+1.7% | Added |
| Frontier Capital Management Co LLC | 2,193,475 | $82.5M | 0.97% | +563,251+34.6% | Added |
| Wellington Management Group LLP | 2,219,618 | $83.5M | 0.02% | +691,456+45.2% | Added |
| JPMorgan Chase & Co | 2,462,193 | $92.6M | 0.01% | +685,812+38.6% | Added |
| Invesco Ltd. | 3,214,189 | $120.9M | 0.04% | −201,730−5.9% | Reduced |
| Dimensional Fund Advisors LP | 4,044,758 | $152.1M | 0.06% | −48,468−1.2% | Reduced |
| State Street Corp | 5,829,382 | $219.2M | 0.01% | −235,677−3.9% | Reduced |
| Vanguard Group Inc | 15,111,503 | $568.3M | 0.02% | +224,029+1.5% | Added |
| BlackRock Inc. | 20,286,857 | $763.0M | 0.03% | +676,547+3.4% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −287,963−100.0% | Sold out |
| Capital Growth Management LP | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −190,156−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −163,371−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −90,195−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −81,245−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −65,753−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −61,160−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −58,170−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,001,257−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −49,382−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −46,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −39,997−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −29,498−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −26,795−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,883−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −20,186−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −19,341−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,975−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −15,628−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,457−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,409−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,110−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,632−100.0% | Sold out |
| Allied Investment Advisors, LLC | 0 | $0 | 0.00% | −11,020−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,479−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,346−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,258−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,627−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,025−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,913−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −6,289−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |