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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 97,610 | $3.67M | 0.00% | −30,818−24.0% | Reduced |
| State of Tennessee, Treasury Department | 97,022 | $3.65M | 0.02% | +5,020+5.5% | Added |
| Bridgewater Associates, LP | 91,399 | $3.44M | 0.02% | +91,399 | New |
| Thomist Capital Management, LP | 91,099 | $3.43M | 2.56% | −56,261−38.2% | Reduced |
| Texas Permanent School Fund | 88,170 | $3.32M | 0.05% | +89+0.1% | Added |
| Voya Investment Management LLC | 87,934 | $3.31M | 0.00% | +368+0.4% | Added |
| CoreCommodity Management, LLC | 85,236 | $3.21M | 1.17% | −39,994−31.9% | Reduced |
| State of Alaska, Department of Revenue | 84,856 | $3.19M | 0.04% | −7,277−7.9% | Reduced |
| Teacher Retirement System of Texas | 82,511 | $3.10M | 0.02% | +63,504+334.1% | Added |
| Hussman Strategic Advisors, Inc. | 81,600 | $3.07M | 0.53% | 00.0% | Unchanged |
| Calamos Advisors LLC | 80,177 | $3.02M | 0.01% | +38,975+94.6% | Added |
| SEI Investments Co | 77,001 | $2.90M | 0.01% | +1,201+1.6% | Added |
| AXA S.A. | 76,650 | $2.88M | 0.01% | +3,000+4.1% | Added |
| ExodusPoint Capital Management, LP | 75,936 | $2.86M | 0.04% | +75,936 | New |
| State of New Jersey Common Pension Fund D | 74,614 | $2.81M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 73,160 | $2.75M | 0.27% | +44,220+152.8% | Added |
| Balyasny Asset Management LLC | 68,833 | $2.59M | 0.01% | +68,833 | New |
| Colony Group LLC | 67,491 | $2.54M | 0.04% | +67,491 | New |
| Bank of Montreal | 62,783 | $2.50M | 0.00% | −78,289−55.5% | Reduced |
| American International Group, Inc. | 66,462 | $2.50M | 0.02% | +776+1.2% | Added |
| 1492 Capital Management LLC | 65,299 | $2.46M | 1.77% | −246−0.4% | Reduced |
| MetLife Investment Management | 63,984 | $2.41M | 0.02% | +413+0.6% | Added |
| Mercer Global Advisors Inc | 59,817 | $2.25M | 0.01% | +1,072+1.8% | Added |
| Amalgamated Bank | 59,733 | $2.25M | 0.02% | +1,206+2.1% | Added |
| Louisiana State Employees Retirement System | 58,600 | $2.20M | 0.06% | −300−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 57,556 | $2.17M | 0.02% | −2,362−3.9% | Reduced |
| UBS Group AG | 54,631 | $2.06M | 0.00% | +42,794+361.5% | Added |
| Victory Capital Management Inc | 54,268 | $2.04M | 0.00% | −1,890−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,148 | $2.04M | 0.01% | +16,561+44.1% | Added |
| Allianz Asset Management GmbH | 52,333 | $1.97M | 0.00% | −217,048−80.6% | Reduced |
| Los Angeles Capital Management LLC | 48,712 | $1.83M | 0.01% | +16,008+48.9% | Added |
| Manufacturers Life Insurance Company, The | 48,318 | $1.82M | 0.00% | −807−1.6% | Reduced |
| Kore Private Wealth LLC | 47,992 | $1.80M | 0.33% | −4,529−8.6% | Reduced |
| US Bancorp | 47,835 | $1.80M | 0.00% | −2,605−5.2% | Reduced |
| First Eagle Investment Management, LLC | 47,625 | $1.79M | 0.01% | −15,462−24.5% | Reduced |
| Creative Planning | 46,727 | $1.76M | 0.00% | +5,091+12.2% | Added |
| TD Asset Management Inc | 46,000 | $1.74M | 0.00% | +20,300+79.0% | Added |
| Twin Tree Management, LP | 45,411 | $1.71M | 0.05% | −64,839−58.8% | Reduced |
| Globeflex Capital L P | 43,115 | $1.62M | 0.28% | +14,462+50.5% | Added |
| Edgestream Partners, L.P. | 43,083 | $1.62M | 0.13% | −186,226−81.2% | Reduced |
| State Board of Administration of Florida Retirement System | 42,337 | $1.59M | 0.00% | −1,042−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 41,799 | $1.57M | 0.00% | +447+1.1% | Added |
| Oregon Public Employees Retirement Fund | 40,688 | $1.53M | 0.02% | +734+1.8% | Added |
| TCI Wealth Advisors, Inc. | 39,071 | $1.47M | 0.24% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 37,548 | $1.41M | 0.09% | +2,484+7.1% | Added |
| Beck Capital Management, LLC | 36,743 | $1.38M | 0.59% | −2,024−5.2% | Reduced |
| Engineers Gate Manager LP | 36,535 | $1.37M | 0.09% | −6,973−16.0% | Reduced |
| Virginia Retirement Systems Et Al | 35,500 | $1.34M | 0.02% | +35,500 | New |
| STRS Ohio | 35,300 | $1.33M | 0.01% | −4,300−10.9% | Reduced |
| Franklin Resources Inc | 35,204 | $1.32M | 0.00% | +869+2.5% | Added |
| Twinbeech Capital LP | 34,865 | $1.31M | 0.03% | +34,865 | New |
| 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 |
| Jane Street Group, LLC | 33,358 | $1.25M | 0.00% | −5,072−13.2% | Reduced |
| First National Bank of Omaha | 33,141 | $1.25M | 0.08% | +33,141 | New |
| Arizona State Retirement System | 33,116 | $1.25M | 0.01% | +91+0.3% | Added |
| DekaBank Deutsche Girozentrale | 33,100 | $1.24M | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 31,905 | $1.20M | 0.42% | +31,905 | New |
| Canada Pension Plan Investment Board | 30,700 | $1.16M | 0.00% | +27,600+890.3% | Added |
| Chartwell Investment Partners, LLC | 30,454 | $1.15M | 0.05% | +9,155+43.0% | Added |
| Affinity Investment Advisors, LLC | 28,659 | $1.08M | 0.56% | −3,350−10.5% | Reduced |
| Insight Wealth Strategies, LLC | 29,950 | $1.02M | 0.19% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 26,589 | $1.00M | 0.01% | −409−1.5% | Reduced |
| Guggenheim Capital LLC | 24,910 | $937.0K | 0.01% | −6,000−19.4% | Reduced |
| Mutual of America Capital Management LLC | 24,389 | $917.0K | 0.01% | +3,921+19.2% | Added |
| Envestnet Asset Management Inc | 23,102 | $869.0K | 0.00% | +1,909+9.0% | Added |
| State of Wisconsin Investment Board | 22,715 | $854.0K | 0.00% | −7,671−25.2% | Reduced |
| Janus Henderson Group PLC | 22,218 | $835.0K | 0.00% | +46+0.2% | Added |
| Aj Wealth Strategies, LLC | 22,144 | $833.0K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,979 | $827.0K | 0.01% | −907−4.0% | Reduced |
| Natixis Advisors, L.P. | 21,970 | $826.0K | 0.00% | +879+4.2% | Added |
| Trexquant Investment LP | 21,517 | $809.0K | 0.03% | +21,517 | New |
| Pearl River Capital, LLC | 21,268 | $800.0K | 0.15% | +21,268 | New |
| Monarch Partners Asset Management LLC | 20,297 | $763.0K | 0.23% | −26,224−56.4% | Reduced |
| Cornercap Investment Counsel Inc | 20,094 | $756.0K | 0.14% | −6,030−23.1% | Reduced |
| ClariVest Asset Management LLC | 19,507 | $734.0K | 0.04% | +10,943+127.8% | Added |
| Martingale Asset Management L P | 18,838 | $709.0K | 0.01% | −15,585−45.3% | Reduced |
| AE Wealth Management LLC | 18,448 | $694.0K | 0.01% | +18,448 | New |
| Alpha DNA Investment Management LLC | 17,845 | $671.0K | 0.58% | +17,845 | New |
| Sippican Capital Advisors | 17,670 | $665.0K | 0.69% | −625−3.4% | Reduced |
| DuPont Capital Management Corp | 16,846 | $634.0K | 0.04% | −369−2.1% | Reduced |
| ProShare Advisors LLC | 16,691 | $628.0K | 0.00% | −410−2.4% | Reduced |
| Bluestein R H & Co | 16,600 | $624.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 16,412 | $617.0K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 16,213 | $610.0K | 0.03% | +16,213 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,121 | $606.0K | 0.00% | +1,539+10.6% | Added |
| Captrust Financial Advisors | 16,096 | $605.0K | 0.00% | +3,460+27.4% | Added |
| First Hawaiian Bank | 15,940 | $600.0K | 0.02% | −2,220−12.2% | Reduced |
| Bailard, Inc. | 15,400 | $579.0K | 0.02% | −1,600−9.4% | Reduced |
| Bayesian Capital Management, LP | 15,364 | $578.0K | 0.12% | +8,664+129.3% | Added |
| SG Americas Securities, LLC | 15,115 | $568.0K | 0.01% | −7,641−33.6% | Reduced |
| 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 |
| Fox Run Management, L.L.C. | 14,600 | $549.0K | 0.21% | +14,600 | New |
| Lingohr & Partner Asset Management GmbH | 11,900 | $535.0K | 1.47% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,129 | $531.0K | 0.02% | −1,471−9.4% | Reduced |
| Gsa Capital Partners LLP | 13,749 | $517.0K | 0.07% | +13,749 | New |
| United Services Automobile Association | 13,382 | $503.0K | 0.01% | +388+3.0% | Added |
| Gotham Asset Management, LLC | 13,353 | $502.0K | 0.02% | −3,542−21.0% | Reduced |
| Simplex Trading, LLC | 13,263 | $498.0K | 0.02% | +13,263 | New |