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 |
|---|---|---|---|---|---|
| Capital Counsel LLC | 13,020 | $490.0K | 0.03% | −1,980−13.2% | Reduced |
| Cipher Capital LP | 11,814 | $444.0K | 0.07% | +11,814 | New |
| American Trust | 11,602 | $436.0K | 0.04% | +821+7.6% | Added |
| Ethic Inc. | 11,335 | $426.0K | 0.03% | +869+8.3% | Added |
| Quantbot Technologies LP | 11,293 | $424.0K | 0.03% | +133+1.2% | Added |
| Texas Yale Capital Corp. | 11,169 | $420.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,135 | $419.0K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,974 | $413.0K | 0.06% | +10,974 | New |
| Verdence Capital Advisors LLC | 10,948 | $412.0K | 0.06% | +270+2.5% | Added |
| KBC Group NV | 10,589 | $398.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,528 | $395.0K | 0.01% | +10,528 | New |
| Ellevest, Inc. | 10,384 | $391.0K | 0.04% | +485+4.9% | Added |
| Prudential PLC | 10,373 | $390.0K | 0.01% | +10,373 | New |
| Y-Intercept (Hong Kong) Ltd | 10,339 | $388.9K | 0.04% | +10,339 | New |
| 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 |
| CFM Wealth Partners LLC | 10,209 | $384.0K | 0.12% | 00.0% | Unchanged |
| Royce & Associates LP | 10,100 | $380.0K | 0.00% | +10,100 | New |
| Kestra Advisory Services, LLC | 10,002 | $376.0K | 0.00% | −296−2.9% | Reduced |
| Empirical Finance, LLC | 9,886 | $372.0K | 0.04% | +9,886 | New |
| Tower Research Capital LLC (TRC) | 9,691 | $364.0K | 0.01% | +5,217+116.6% | Added |
| Advisor Partners II, LLC | 9,569 | $360.0K | 0.03% | +9,569 | New |
| Ameritas Investment Partners, Inc. | 9,498 | $357.0K | 0.02% | +214+2.3% | Added |
| Meritage Portfolio Management | 9,405 | $354.0K | 0.03% | +32+0.3% | Added |
| Cornerstone Investment Partners, LLC | 9,338 | $351.0K | 0.03% | +9,338 | New |
| Crossmark Global Holdings, Inc. | 9,280 | $349.0K | 0.01% | −90−1.0% | Reduced |
| Truist Financial Corp | 9,099 | $342.0K | 0.00% | −6,602−42.0% | Reduced |
| Cutler Group LP | 8,996 | $338.0K | 0.04% | +7,250+415.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,850 | $333.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,807 | $330.0K | 0.00% | +310+3.6% | Added |
| Bridgefront Capital, LLC | 8,669 | $326.0K | 0.33% | +8,669 | New |
| Profund Advisors LLC | 8,467 | $318.0K | 0.02% | +175+2.1% | Added |
| CenterBook Partners LP | 8,212 | $309.0K | 0.06% | +482+6.2% | Added |
| Ci Investments Inc. | 8,145 | $306.0K | 0.00% | −7,449−47.8% | Reduced |
| LPL Financial LLC | 8,082 | $304.0K | 0.00% | −3,416−29.7% | Reduced |
| Lee Financial Co | 8,000 | $301.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,975 | $300.0K | 0.06% | +137+1.7% | Added |
| Meridian Wealth Advisors, LLC | 7,720 | $290.0K | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,695 | $289.0K | 0.01% | +7,695 | 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 |
| 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 |
| Pictet Asset Management SA | 7,506 | $282.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 7,468 | $281.0K | 0.01% | +729+10.8% | Added |
| Metropolitan Life Insurance Co | 7,304 | $274.7K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,075 | $266.0K | 0.00% | +7,075 | New |
| Harel Insurance Investments & Financial Services Ltd. | 7,000 | $264.0K | 0.01% | +890+14.6% | Added |
| Ironwood Investment Management LLC | 6,990 | $263.0K | 0.18% | 00.0% | Unchanged |
| Schroder Investment Management Group | 6,821 | $257.0K | 0.00% | −1,189−14.8% | Reduced |
| Public Employees Retirement System of Ohio | 6,731 | $253.0K | 0.00% | −1,043−13.4% | Reduced |
| Royal Bank of Canada | 6,692 | $252.0K | 0.00% | +204+3.1% | Added |
| Mizuho Securities USA LLC | 6,449 | $243.0K | 0.03% | +6,449 | New |
| Auxier Asset Management | 6,290 | $237.0K | 0.05% | −750−10.7% | Reduced |
| Blair William & Co | 5,750 | $216.0K | 0.00% | +5,750 | New |
| 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 |
| Harvest Fund Management Co., Ltd | 5,395 | $203.0K | 0.06% | +2,509+86.9% | Added |
| Parallax Volatility Advisers, L.P. | 3,442 | $129.0K | 0.00% | −2,426−41.3% | Reduced |
| Meeder Asset Management Inc | 3,316 | $124.0K | 0.01% | +724+27.9% | Added |
| Advisor Group Holdings, Inc. | 2,805 | $106.0K | 0.00% | −2,281−44.8% | Reduced |
| Quadrant Capital Group LLC | 2,230 | $84.0K | 0.01% | +2,075+1,338.7% | Added |
| Fifth Third Bancorp | 2,174 | $82.0K | 0.00% | +151+7.5% | Added |
| Sutton Wealth Advisors Inc. | 1,790 | $67.3K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $53.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $52.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,300 | $49.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,005 | $38.0K | 0.01% | +1,005 | New |
| CWM, LLC | 867 | $33.0K | 0.00% | +432+99.3% | Added |
| Global Retirement Partners, LLC | 583 | $26.0K | 0.00% | +508+677.3% | Added |
| IFP Advisors, Inc | 604 | $24.0K | 0.00% | −52−7.9% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $23.3K | 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 |
| Cullen/Frost Bankers, Inc. | 500 | $19.0K | 0.00% | 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 |
| Raffa Wealth Management, LLC | 315 | $11.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 274 | $10.0K | 0.01% | −51−15.7% | Reduced |
| Parkside Financial Bank & Trust | 272 | $10.0K | 0.00% | +3+1.1% | Added |
| Worth Asset Management, LLC | 227 | $9.00K | 0.01% | +227 | New |
| Sageworth Trust Co of South Dakota | 223 | $8.00K | 0.02% | −58−20.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Disciplined Investments, LLC | 22 | $1.00K | 0.00% | +2+10.0% | Added |