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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Tradewinds Capital Management, LLC | 6 | $209 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $383 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $557 | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 17 | $592 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $662 | 0.00% | −3−13.6% | Reduced |
| Allworth Financial LP | 21 | $731 | 0.00% | −9−30.0% | Reduced |
| SJS Investment Consulting Inc. | 22 | $766 | 0.00% | +2+10.0% | Added |
| RFP Financial Group LLC | 25 | $871 | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 27 | $904 | 0.00% | +27 | New |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | +12+63.2% | Added |
| Steward Financial Group LLC | 35 | $1.00K | 0.00% | +35 | New |
| Tfo-TDC, LLC | 69 | $1.15K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 52 | $1.81K | 0.00% | +10+23.8% | Added |
| Quent Capital, LLC | 52 | $1.82K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $2.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $2.37K | 0.00% | +3+4.6% | Added |
| Prestige Wealth Management Group LLC | 71 | $2.47K | 0.00% | +71 | New |
| Parallel Advisors, LLC | 77 | $2.68K | 0.00% | +8+11.6% | Added |
| Schubert & Co | 80 | $2.79K | 0.00% | −9−10.1% | Reduced |
| Umb Bank N A | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $3.06K | 0.00% | +7+8.6% | Added |
| Sageworth Trust Co | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 124 | $4.00K | 0.00% | +124 | New |
| Lindbrook Capital, LLC | 124 | $4.32K | 0.00% | +18+17.0% | Added |
| Worth Asset Management, LLC | 127 | $4.42K | 0.00% | −100−44.1% | Reduced |
| Coppell Advisory Solutions LLC | 130 | $4.53K | 0.00% | +130 | New |
| Coppell Advisory Solutions Corp. | 130 | $4.53K | 0.00% | +130 | New |
| EverSource Wealth Advisors, LLC | 133 | $4.63K | 0.00% | −29−17.9% | Reduced |
| Rockefeller Capital Management L.P. | 171 | $5.00K | 0.00% | −8−4.5% | Reduced |
| GHP Investment Advisors, Inc. | 150 | $5.22K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $5.22K | 0.00% | +150 | New |
| Massmutual Trust Co FSB | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,013 | $7.13K | 0.00% | +5,013 | New |
| Sageworth Trust Co of South Dakota | 223 | $8.00K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 285 | $8.89K | 0.00% | +285 | New |
| Pathway Financial Advisers, LLC | 269 | $9.37K | 0.00% | +269 | New |
| Parkside Financial Bank & Trust | 272 | $9.47K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $9.59K | 0.00% | +300 | New |
| Covestor Ltd | 272 | $10.0K | 0.01% | −2−0.7% | Reduced |
| Cypress Capital Management LLC (WY) | 310 | $10.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 321 | $11.2K | 0.00% | +321 | New |
| Cary Street Partner Investment Advisory LLC | 330 | $11.5K | 0.00% | +330 | New |
| One Wealth Advisors, LLC | 439 | $15.3K | 0.00% | +439 | New |
| Cullen/Frost Bankers, Inc. | 500 | $17.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $17.4K | 0.01% | +500 | New |
| Tower Research Capital LLC (TRC) | 532 | $18.0K | 0.00% | −9,159−94.5% | Reduced |
| Global Retirement Partners, LLC | 566 | $19.7K | 0.00% | −17−2.9% | Reduced |
| Ci Investments Inc. | 606 | $21.0K | 0.00% | −7,539−92.6% | Reduced |
| Bessemer Group Inc | 611 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $21.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 650 | $22.6K | 0.00% | +50+8.3% | Added |
| Advisory Services Network, LLC | 650 | $22.6K | 0.00% | +650 | New |
| Larson Financial Group LLC | 680 | $23.7K | 0.00% | −325−32.3% | Reduced |
| Belpointe Asset Management LLC | 683 | $23.8K | 0.00% | +683 | New |
| Comerica Securities,inc. | 730 | $25.4K | 0.00% | +730 | New |
| CWM, LLC | 826 | $29.0K | 0.00% | −41−4.7% | Reduced |
| Signaturefd, LLC | 893 | $31.1K | 0.00% | +566+173.1% | Added |
| IFP Advisors, Inc | 1,526 | $40.0K | 0.00% | +922+152.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,400 | $48.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $49.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,606 | $56.0K | 0.01% | −3,789−70.2% | Reduced |
| Byrne Asset Management LLC | 1,690 | $58.9K | 0.04% | +390+30.0% | Added |
| Sutton Wealth Advisors Inc. | 1,790 | $62.3K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,875 | $65.3K | 0.01% | −355−15.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,947 | $68.0K | 0.00% | +1,947 | New |
| Fifth Third Bancorp | 2,332 | $81.2K | 0.00% | +158+7.3% | Added |
| US Asset Management LLC | 2,565 | $89.0K | 0.10% | +2,565 | New |
| Meeder Asset Management Inc | 2,739 | $95.4K | 0.01% | −577−17.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,603 | $125.0K | 0.00% | +798+28.4% | Added |
| Van Eck Associates Corp | 4,018 | $140.0K | 0.00% | +4,018 | New |
| Energy Income Partners, LLC | 4,745 | $165.3K | 0.00% | +4,745 | New |
| Allspring Global Investments Holdings, LLC | 5,533 | $192.7K | 0.00% | −36,266−86.8% | Reduced |
| Cutler Group LP | 5,705 | $198.0K | 0.02% | −3,291−36.6% | Reduced |
| State of Wyoming | 5,761 | $200.7K | 0.07% | +5,761 | New |
| Prelude Capital Management, LLC | 5,790 | $201.7K | 0.01% | +5,790 | New |
| Radnor Capital Management, LLC | 5,580 | $204.0K | 0.05% | +5,580 | New |
| MQS Management LLC | 5,965 | $207.8K | 0.14% | +5,965 | New |
| Teza Capital Management LLC | 6,162 | $214.6K | 0.04% | +6,162 | New |
| Point72 Middle East FZE | 6,228 | $216.9K | 0.02% | +6,228 | New |
| Cipher Capital LP | 6,262 | $218.1K | 0.04% | −5,552−47.0% | Reduced |
| Auxier Asset Management | 6,290 | $219.1K | 0.04% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 6,345 | $221.0K | 0.13% | +6,345 | New |
| Park Avenue Securities LLC | 6,570 | $229.0K | 0.00% | +6,570 | New |
| CWM Advisors, LLC | 6,770 | $235.8K | 0.03% | +1,231+22.2% | Added |
| Public Employees Retirement System of Ohio | 6,837 | $238.0K | 0.00% | +106+1.6% | Added |
| Ironwood Investment Management LLC | 6,990 | $243.5K | 0.16% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,075 | $246.4K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 7,441 | $259.2K | 0.00% | −27−0.4% | Reduced |
| CenterBook Partners LP | 7,485 | $260.7K | 0.04% | −727−8.9% | Reduced |
| Shelton Capital Management | 7,601 | $264.7K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,621 | $265.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,630 | $265.8K | 0.01% | +326+4.5% | Added |
| Bryn Mawr Trust Co | 7,706 | $268.0K | 0.01% | −3,429−30.8% | Reduced |
| Profund Advisors LLC | 7,704 | $268.3K | 0.02% | −763−9.0% | Reduced |
| Meridian Wealth Advisors, LLC | 7,720 | $268.9K | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,869 | $274.1K | 0.00% | +7,869 | New |
| Readystate Asset Management LP | 7,920 | $275.9K | 0.08% | +7,920 | New |
| Level Four Advisory Services, LLC | 7,976 | $277.8K | 0.02% | +7,976 | New |
| JustInvest LLC | 8,024 | $279.5K | 0.01% | +8,024 | New |