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 |
|---|---|---|---|---|---|
| Kula Investments, LLC | 8,071 | $281.1K | 0.10% | +8,071 | New |
| LPL Financial LLC | 8,135 | $283.3K | 0.00% | +53+0.7% | Added |
| SYSTM Wealth Solutions LLC | 8,222 | $286.4K | 0.04% | +8,222 | New |
| Lee Financial Co | 8,305 | $289.3K | 0.05% | +305+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 8,379 | $291.8K | 0.00% | +684+8.9% | Added |
| Two Sigma Securities, LLC | 8,839 | $307.9K | 0.04% | +8,839 | New |
| Advisor Partners II, LLC | 8,891 | $309.7K | 0.02% | −678−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 8,970 | $312.0K | 0.01% | −310−3.3% | Reduced |
| Virtu Financial LLC | 9,084 | $316.0K | 0.04% | +9,084 | New |
| Ameritas Investment Partners, Inc. | 9,498 | $323.1K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,955 | $346.7K | 0.04% | +69+0.7% | Added |
| SG Americas Securities, LLC | 9,977 | $347.0K | 0.01% | −5,138−34.0% | Reduced |
| Boulder Hill Capital Management LP | 10,000 | $348.3K | 0.29% | +10,000 | New |
| Meritage Portfolio Management | 10,030 | $349.0K | 0.03% | +625+6.6% | Added |
| CFM Wealth Partners LLC | 10,209 | $355.6K | 0.11% | 00.0% | Unchanged |
| KBC Group NV | 10,589 | $369.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,818 | $376.8K | 0.00% | +816+8.2% | Added |
| The PNC Financial Services Group, Inc. | 10,847 | $377.8K | 0.00% | +2,040+23.2% | Added |
| PDT Partners, LLC | 11,002 | $383.2K | 0.06% | +28+0.3% | Added |
| Texas Yale Capital Corp. | 11,169 | $389.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,360 | $395.7K | 0.01% | +832+7.9% | Added |
| Shell Asset Management Co | 11,727 | $408.0K | 0.02% | −2,402−17.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 11,900 | $413.0K | 1.16% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 11,886 | $414.0K | 0.01% | +11,886 | New |
| Capital Counsel LLC | 11,905 | $414.7K | 0.03% | −1,115−8.6% | Reduced |
| Occudo Quantitative Strategies LP | 12,974 | $451.9K | 0.05% | +12,974 | New |
| Tributary Capital Management, LLC | 13,039 | $454.0K | 0.05% | +2,740+26.6% | Added |
| Bridgefront Capital, LLC | 13,098 | $456.2K | 0.32% | +4,429+51.1% | Added |
| United Services Automobile Association | 13,382 | $465.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 13,353 | $465.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 13,804 | $480.8K | 0.03% | +4,466+47.8% | Added |
| Neo Ivy Capital Management | 13,836 | $482.0K | 0.33% | +13,836 | New |
| Ellevest, Inc. | 14,356 | $500.0K | 0.04% | +3,972+38.3% | Added |
| American Trust | 14,493 | $504.8K | 0.05% | +2,891+24.9% | Added |
| First Hawaiian Bank | 14,500 | $505.0K | 0.02% | −1,440−9.0% | Reduced |
| Pictet Asset Management SA | 14,871 | $518.0K | 0.00% | +7,365+98.1% | Added |
| Moody National Bank Trust Division | 15,079 | $525.0K | 0.05% | 00.0% | Unchanged |
| Prudential PLC | 15,090 | $525.6K | 0.01% | +4,717+45.5% | Added |
| State of Wisconsin Investment Board | 15,282 | $532.3K | 0.00% | −7,433−32.7% | Reduced |
| Bailard, Inc. | 15,400 | $536.4K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,524 | $540.7K | 0.08% | +5,185+50.1% | Added |
| XTX Topco Ltd | 15,974 | $556.4K | 0.12% | +15,974 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $572.0K | 0.00% | 00.0% | Unchanged |
| Polianta Ltd | 16,700 | $581.0K | 0.43% | +16,700 | New |
| Pearl River Capital, LLC | 16,687 | $581.2K | 0.10% | −4,581−21.5% | Reduced |
| Oppenheimer Asset Management Inc. | 16,983 | $591.5K | 0.01% | +16,983 | New |
| Captrust Financial Advisors | 17,503 | $609.6K | 0.00% | +1,407+8.7% | Added |
| Maven Securities LTD | 17,599 | $613.0K | 0.12% | +1,386+8.5% | Added |
| Sippican Capital Advisors | 17,670 | $615.0K | 0.59% | 00.0% | Unchanged |
| DRW Securities, LLC | 18,000 | $627.0K | 0.13% | +18,000 | New |
| Twin Tree Management, LP | 18,074 | $629.5K | 0.02% | −27,337−60.2% | Reduced |
| Advisors Preferred, LLC | 19,754 | $631.7K | 0.28% | +19,754 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,154 | $632.3K | 0.00% | +2,033+12.6% | Added |
| Fox Run Management, L.L.C. | 18,582 | $647.2K | 0.26% | +3,982+27.3% | Added |
| Adams Wealth Management | 18,616 | $648.4K | 0.23% | +18,616 | New |
| ProShare Advisors LLC | 19,168 | $667.6K | 0.00% | +2,477+14.8% | Added |
| ClariVest Asset Management LLC | 19,476 | $679.0K | 0.03% | −31−0.2% | Reduced |
| Ethic Inc. | 20,842 | $725.9K | 0.04% | +9,507+83.9% | Added |
| Winton Group Ltd | 21,117 | $735.5K | 0.05% | +13,545+178.9% | Added |
| Cerity Partners LLC | 21,378 | $744.6K | 0.00% | −601−2.7% | Reduced |
| DuPont Capital Management Corp | 21,537 | $750.1K | 0.04% | +4,691+27.8% | Added |
| Aj Wealth Strategies, LLC | 22,215 | $774.0K | 0.04% | +71+0.3% | Added |
| Empowered Funds, LLC | 23,532 | $819.6K | 0.05% | +23,532 | New |
| Great Lakes Advisors, LLC | 23,826 | $829.8K | 0.05% | −479,989−95.3% | Reduced |
| Natixis Advisors, L.P. | 23,963 | $835.0K | 0.00% | +1,993+9.1% | Added |
| Janus Henderson Group PLC | 24,518 | $853.6K | 0.00% | +2,300+10.4% | Added |
| Delphi Management Inc | 25,827 | $900.0K | 1.09% | +25,827 | New |
| Qube Research & Technologies Ltd | 25,864 | $900.8K | 0.01% | +25,864 | New |
| Calamos Advisors LLC | 26,305 | $916.2K | 0.00% | −53,872−67.2% | Reduced |
| Royce & Associates LP | 26,326 | $916.9K | 0.01% | +16,226+160.7% | Added |
| First Republic Investment Management, Inc. | 26,435 | $920.7K | 0.00% | −141,775−84.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,589 | $926.1K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 27,300 | $950.9K | 0.01% | −8,200−23.1% | Reduced |
| Affinity Investment Advisors, LLC | 27,414 | $954.8K | 0.44% | −1,245−4.3% | Reduced |
| TD Asset Management Inc | 27,900 | $971.8K | 0.00% | −18,100−39.3% | Reduced |
| ExodusPoint Capital Management, LP | 28,162 | $981.0K | 0.02% | −47,774−62.9% | Reduced |
| Engineers Gate Manager LP | 28,395 | $989.0K | 0.06% | −8,140−22.3% | Reduced |
| STRS Ohio | 30,900 | $1.08M | 0.00% | −4,400−12.5% | Reduced |
| Chartwell Investment Partners, LLC | 31,569 | $1.10M | 0.04% | +1,115+3.7% | Added |
| Quantedge Capital Pte Ltd | 32,300 | $1.13M | 0.38% | −76,300−70.3% | Reduced |
| DekaBank Deutsche Girozentrale | 33,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 32,912 | $1.15M | 0.00% | −2,292−6.5% | Reduced |
| Guggenheim Capital LLC | 33,740 | $1.18M | 0.01% | +8,830+35.4% | Added |
| Arizona State Retirement System | 34,593 | $1.20M | 0.01% | +1,477+4.5% | Added |
| Ergoteles LLC | 35,643 | $1.24M | 0.05% | +35,643 | New |
| Insight Wealth Strategies, LLC | 36,285 | $1.26M | 0.24% | +6,335+21.2% | Added |
| Canada Pension Plan Investment Board | 37,500 | $1.31M | 0.00% | +6,800+22.1% | Added |
| Teachers Retirement System of the State of Kentucky | 37,603 | $1.31M | 0.01% | +2,788+8.0% | Added |
| Verdence Capital Advisors LLC | 37,825 | $1.32M | 0.16% | +26,877+245.5% | Added |
| First Eagle Investment Management, LLC | 38,645 | $1.35M | 0.00% | −8,980−18.9% | Reduced |
| TCI Wealth Advisors, Inc. | 39,071 | $1.36M | 0.19% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 39,964 | $1.39M | 0.59% | +3,221+8.8% | Added |
| First National Bank of Omaha | 40,122 | $1.40M | 0.09% | +6,981+21.1% | Added |
| Globeflex Capital L P | 40,410 | $1.41M | 0.18% | −2,705−6.3% | Reduced |
| Waldron Private Wealth LLC | 37,548 | $1.41M | 0.09% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 40,810 | $1.42M | 0.02% | +122+0.3% | Added |
| State Board of Administration of Florida Retirement System | 41,507 | $1.45M | 0.00% | −830−2.0% | Reduced |
| SEI Investments Co | 42,626 | $1.48M | 0.00% | −34,375−44.6% | Reduced |
| Verition Fund Management LLC | 42,775 | $1.49M | 0.03% | +27,696+183.7% | Added |
| Monarch Partners Asset Management LLC | 45,747 | $1.59M | 0.47% | +25,450+125.4% | Added |