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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in SM Energy Co as of Dec 31, 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
- 342
- +35 vs. Q3 2022
- Shares held
- 111.9M
- +2.09M (+1.9%) vs. Q3 2022
- Total value
- $3.90B
- −$233.9M (−5.7%) vs. Q3 2022
- New holders
- 69
- 133 more added
- Sold out
- 34
- 95 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 498 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,555,732 | $716.0M | 0.02% | +268,875+1.3% | Added |
| Vanguard Group Inc | 15,599,887 | $543.3M | 0.01% | +488,384+3.2% | Added |
| State Street Corp | 6,677,641 | $232.6M | 0.01% | +848,259+14.6% | Added |
| Dimensional Fund Advisors LP | 3,920,322 | $136.5M | 0.05% | −124,436−3.1% | Reduced |
| Invesco Ltd. | 3,351,793 | $116.7M | 0.03% | +137,604+4.3% | Added |
| JPMorgan Chase & Co | 2,607,292 | $90.8M | 0.01% | +145,099+5.9% | Added |
| Frontier Capital Management Co LLC | 2,581,905 | $89.9M | 0.98% | +388,430+17.7% | Added |
| Wellington Management Group LLP | 2,381,409 | $82.9M | 0.02% | +161,791+7.3% | Added |
| Geode Capital Management, LLC | 2,197,543 | $76.5M | 0.01% | +44,272+2.1% | Added |
| River Road Asset Management, LLC | 2,079,382 | $72.4M | 0.99% | +139,450+7.2% | Added |
| Marshall Wace, LLP | 1,886,025 | $65.7M | 0.17% | −235,498−11.1% | Reduced |
| Renaissance Technologies LLC | 1,537,600 | $53.6M | 0.07% | +12,700+0.8% | Added |
| Bank of New York Mellon Corp | 1,519,800 | $52.9M | 0.01% | +111,021+7.9% | Added |
| Northern Trust Corp | 1,514,497 | $52.7M | 0.01% | +32,492+2.2% | Added |
| Goldman Sachs Group Inc | 1,497,485 | $52.2M | 0.01% | −439,888−22.7% | Reduced |
| Assenagon Asset Management S.A. | 1,436,360 | $50.0M | 0.21% | +661,226+85.3% | Added |
| Advisory Research Inc | 1,401,845 | $48.8M | 4.59% | −66,665−4.5% | Reduced |
| Millennium Management LLC | 1,391,860 | $48.5M | 0.05% | +897,855+181.8% | Added |
| Price T Rowe Associates Inc | 1,385,102 | $48.2M | 0.01% | +85,166+6.6% | Added |
| Charles Schwab Investment Management Inc | 1,326,273 | $46.2M | 0.01% | −45,938−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,264,199 | $44.0M | 0.07% | +52,918+4.4% | Added |
| GW&K Investment Management, LLC | 1,122,600 | $39.1M | 0.40% | +1,007,507+875.4% | Added |
| American Century Companies Inc | 1,057,000 | $36.8M | 0.03% | +301,444+39.9% | Added |
| William Blair Investment Management, LLC | 1,015,776 | $35.4M | 0.14% | −38,304−3.6% | Reduced |
| First Trust Advisors LP | 911,682 | $31.8M | 0.04% | −730,320−44.5% | Reduced |
| Pacer Advisors, Inc. | 820,155 | $28.6M | 0.15% | +350,054+74.5% | Added |
| Ameriprise Financial Inc | 816,406 | $28.4M | 0.01% | −31,958−3.8% | Reduced |
| Principal Financial Group Inc | 788,548 | $27.5M | 0.02% | −6,758−0.8% | Reduced |
| Morgan Stanley | 772,812 | $26.9M | 0.00% | −247,425−24.3% | Reduced |
| Wedge Capital Management L L P | 759,595 | $26.5M | 0.43% | +208,926+37.9% | Added |
| TimesSquare Capital Management, LLC | 737,430 | $25.7M | 0.37% | +11,750+1.6% | Added |
| Macquarie Group Ltd | 702,939 | $24.5M | 0.03% | +11,902+1.7% | Added |
| Palisade Capital Management LLC | 615,162 | $21.4M | 0.58% | +95,100+18.3% | Added |
| HITE Hedge Asset Management LLC | 605,558 | $21.1M | 1.74% | −301,070−33.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 600,000 | $20.9M | 0.05% | −300,000−33.3% | Reduced |
| Russell Investments Group, Ltd. | 599,276 | $20.9M | 0.04% | −80,141−11.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 551,841 | $19.2M | 0.03% | −136,369−19.8% | Reduced |
| Hodges Capital Management Inc. | 542,853 | $18.9M | 1.64% | +266,373+96.3% | Added |
| Bank of America Corp | 541,811 | $18.9M | 0.00% | +61,567+12.8% | Added |
| FMR LLC | 530,520 | $18.5M | 0.00% | −35,393−6.3% | Reduced |
| Nuveen Asset Management, LLC | 511,059 | $17.8M | 0.01% | −165,162−24.4% | Reduced |
| BNP Paribas Arbitrage, SA | 502,288 | $17.5M | 0.04% | +165,920+49.3% | Added |
| Squarepoint Ops LLC | 452,432 | $15.8M | 0.12% | +258,753+133.6% | Added |
| Two Sigma Advisers, LP | 450,902 | $15.7M | 0.04% | −116,200−20.5% | Reduced |
| SIR Capital Management, L.P. | 442,031 | $15.4M | 1.62% | +202,368+84.4% | Added |
| Legal & General Group Plc | 426,154 | $14.8M | 0.01% | +59,400+16.2% | Added |
| Balyasny Asset Management LLC | 422,711 | $14.7M | 0.05% | +353,878+514.1% | Added |
| Glenmede Trust Co NA | 393,964 | $13.7M | 0.08% | −48,656−11.0% | Reduced |
| Raymond James & Associates | 392,104 | $13.7M | 0.01% | +40,066+11.4% | Added |
| Rhumbline Advisers | 387,130 | $13.5M | 0.02% | +701+0.2% | Added |
| Citadel Advisors LLC | 378,702 | $13.2M | 0.02% | +132,590+53.9% | Added |
| Prudential Financial Inc | 377,979 | $13.2M | 0.02% | +122,064+47.7% | Added |
| Barclays PLC | 368,601 | $12.8M | 0.01% | +39,053+11.9% | Added |
| Deutsche Bank AG | 351,477 | $12.2M | 0.01% | −417,939−54.3% | Reduced |
| Tocqueville Asset Management L.P. | 338,400 | $11.8M | 0.22% | +34,500+11.4% | Added |
| Point72 Asset Management, L.P. | 307,878 | $10.7M | 0.04% | +307,878 | New |
| California Public Employees Retirement System | 303,485 | $10.6M | 0.01% | +8,581+2.9% | Added |
| Man Group plc | 301,965 | $10.5M | 0.04% | +58,386+24.0% | Added |
| Swiss National Bank | 296,000 | $10.3M | 0.01% | +7,000+2.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 292,000 | $10.2M | 0.05% | +192,000+192.0% | Added |
| Hill City Capital, LP | 270,000 | $9.40M | 1.64% | 00.0% | Unchanged |
| Putnam Investments LLC | 265,885 | $9.26M | 0.02% | −3,145−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 257,338 | $8.96M | 0.02% | +26,408+11.4% | Added |
| Citigroup Inc | 255,390 | $8.90M | 0.01% | +74,831+41.4% | Added |
| AQR Capital Management LLC | 247,413 | $8.62M | 0.02% | +67,546+37.6% | Added |
| Rafferty Asset Management, LLC | 245,899 | $8.56M | 0.07% | +73,222+42.4% | Added |
| Oslo Asset Management AS | 240,108 | $8.36M | 12.16% | 00.0% | Unchanged |
| Wexford Capital LP | 226,785 | $7.90M | 1.62% | +226,785 | New |
| Evoke Wealth, LLC | 226,543 | $7.89M | 0.29% | +65,843+41.0% | Added |
| Thrivent Financial for Lutherans | 223,658 | $7.79M | 0.02% | −769−0.3% | Reduced |
| Public Sector Pension Investment Board | 223,401 | $7.78M | 0.06% | −1,316−0.6% | Reduced |
| Mariner, LLC | 203,829 | $7.10M | 0.02% | +8,302+4.2% | Added |
| New York State Teachers Retirement System | 198,042 | $6.90M | 0.02% | +445+0.2% | Added |
| Wells Fargo & Company | 191,903 | $6.68M | 0.00% | −61,356−24.2% | Reduced |
| Alliancebernstein L.P. | 177,483 | $6.18M | 0.00% | +6,437+3.8% | Added |
| Pekin Hardy Strauss, Inc. | 166,576 | $5.80M | 0.92% | +22,971+16.0% | Added |
| HSBC Holdings PLC | 161,406 | $5.58M | 0.01% | +46,084+40.0% | Added |
| Credit Suisse AG | 160,185 | $5.58M | 0.01% | −88,009−35.5% | Reduced |
| California State Teachers Retirement System | 155,024 | $5.40M | 0.01% | +2,326+1.5% | Added |
| Eagle Asset Management Inc | 165,007 | $5.28M | 0.03% | +36,319+28.2% | Added |
| Telemark Asset Management, LLC | 150,000 | $5.22M | 0.79% | −300,000−66.7% | Reduced |
| Mutual of America Capital Management LLC | 149,193 | $5.20M | 0.06% | +124,804+511.7% | Added |
| Yaupon Capital Management LP | 143,651 | $5.00M | 0.90% | +18,084+14.4% | Added |
| Hillsdale Investment Management Inc. | 141,000 | $4.91M | 0.41% | −8,000−5.4% | Reduced |
| Greenland Capital Management LP | 140,961 | $4.91M | 0.90% | +140,961 | New |
| Nisa Investment Advisors, LLC | 140,465 | $4.89M | 0.04% | +150.0% | Added |
| Great West Life Assurance Co | 134,063 | $4.67M | 0.01% | −6,307−4.5% | Reduced |
| Comerica Bank | 138,840 | $4.65M | 0.04% | −8,407−5.7% | Reduced |
| Bank of Montreal | 109,332 | $4.59M | 0.00% | +46,549+74.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 131,419 | $4.58M | 0.04% | +19,721+17.7% | Added |
| Victory Capital Management Inc | 123,792 | $4.31M | 0.00% | +69,524+128.1% | Added |
| Alyeska Investment Group, L.P. | 121,682 | $4.24M | 0.04% | −77,770−39.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 118,323 | $4.12M | 2.93% | +118,323 | New |
| Boston Partners | 118,109 | $4.11M | 0.01% | +498+0.4% | Added |
| RE Advisers Corp | 113,100 | $3.94M | 0.11% | +113,100 | New |
| HRT Financial LP | 111,985 | $3.90M | 0.06% | +111,985 | New |
| UBS Group AG | 111,136 | $3.87M | 0.00% | +56,505+103.4% | Added |
| Two Sigma Investments, LP | 107,592 | $3.75M | 0.01% | −250,600−70.0% | Reduced |
| 1492 Capital Management LLC | 106,280 | $3.70M | 2.40% | +40,981+62.8% | Added |
| UBS Asset Management Americas Inc | 99,566 | $3.47M | 0.00% | +1,956+2.0% | Added |