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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 46,985 | $1.64M | 0.01% | −1,727−3.5% | Reduced |
| Federated Hermes, Inc. | 47,845 | $1.67M | 0.00% | −78,632−62.2% | Reduced |
| US Bancorp | 48,082 | $1.67M | 0.00% | +247+0.5% | Added |
| Brinker Capital Investments, LLC | 48,123 | $1.68M | 0.03% | +48,123 | New |
| Dynamic Technology Lab Private Ltd | 48,629 | $1.69M | 0.17% | −24,531−33.5% | Reduced |
| Manufacturers Life Insurance Company, The | 48,824 | $1.70M | 0.00% | +506+1.0% | Added |
| Maryland State Retirement & Pension System | 50,684 | $1.77M | 0.05% | +50,684 | New |
| Schonfeld Strategic Advisors LLC | 51,139 | $1.78M | 0.01% | +51,139 | New |
| Quantbot Technologies LP | 51,269 | $1.79M | 0.13% | +39,976+354.0% | Added |
| Allianz Asset Management GmbH | 51,946 | $1.81M | 0.00% | −387−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,073 | $1.88M | 0.00% | −75−0.1% | Reduced |
| Teacher Retirement System of Texas | 55,401 | $1.93M | 0.01% | −27,110−32.9% | Reduced |
| Mercer Global Advisors Inc | 58,146 | $2.02M | 0.01% | −1,671−2.8% | Reduced |
| Louisiana State Employees Retirement System | 58,300 | $2.03M | 0.06% | −300−0.5% | Reduced |
| Susquehanna International Group, LLP | 58,630 | $2.04M | 0.00% | −205,918−77.8% | Reduced |
| Amalgamated Bank | 59,697 | $2.08M | 0.02% | −36−0.1% | Reduced |
| Royal Bank of Canada | 61,110 | $2.13M | 0.00% | +54,418+813.2% | Added |
| MetLife Investment Management | 63,984 | $2.23M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 64,156 | $2.23M | 0.00% | +17,429+37.3% | Added |
| CI Private Wealth, LLC | 64,637 | $2.25M | 0.01% | +64,637 | New |
| American International Group, Inc. | 65,955 | $2.30M | 0.02% | −507−0.8% | Reduced |
| Tudor Investment Corp Et Al | 67,879 | $2.36M | 0.06% | +57,589+559.7% | Added |
| DFPG Investments, LLC | 75,000 | $2.39M | 0.39% | +75,000 | New |
| Colony Group LLC | 68,772 | $2.40M | 0.03% | +1,281+1.9% | Added |
| Truist Financial Corp | 69,770 | $2.43M | 0.00% | +60,671+666.8% | Added |
| Magnetar Financial LLC | 69,872 | $2.43M | 0.04% | +69,872 | New |
| State of New Jersey Common Pension Fund D | 71,599 | $2.49M | 0.01% | −3,015−4.0% | Reduced |
| Twinbeech Capital LP | 71,842 | $2.50M | 0.05% | +36,977+106.1% | Added |
| AXA S.A. | 73,250 | $2.55M | 0.01% | −3,400−4.4% | Reduced |
| TownSquare Capital, LLC | 75,100 | $2.62M | 0.06% | +75,100 | New |
| Cubist Systematic Strategies, LLC | 80,406 | $2.80M | 0.02% | +22,850+39.7% | Added |
| Hussman Strategic Advisors, Inc. | 81,600 | $2.84M | 0.46% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 81,613 | $2.84M | 0.04% | −18,675−18.6% | Reduced |
| Texas Permanent School Fund | 83,647 | $2.91M | 0.04% | −4,523−5.1% | Reduced |
| State of Alaska, Department of Revenue | 85,507 | $2.98M | 0.04% | +651+0.8% | Added |
| Panagora Asset Management Inc | 87,013 | $3.03M | 0.02% | −19,773−18.5% | Reduced |
| Voya Investment Management LLC | 87,934 | $3.06M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 90,357 | $3.15M | 0.01% | +56,999+170.9% | Added |
| Aquatic Capital Management LLC | 91,400 | $3.18M | 0.23% | +91,400 | New |
| Envestnet Asset Management Inc | 91,814 | $3.20M | 0.00% | +68,712+297.4% | Added |
| State of Tennessee, Treasury Department | 97,022 | $3.38M | 0.02% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 98,614 | $3.43M | 1.06% | +13,378+15.7% | Added |
| UBS Asset Management Americas Inc | 99,566 | $3.47M | 0.00% | +1,956+2.0% | Added |
| 1492 Capital Management LLC | 106,280 | $3.70M | 2.40% | +40,981+62.8% | Added |
| Two Sigma Investments, LP | 107,592 | $3.75M | 0.01% | −250,600−70.0% | Reduced |
| UBS Group AG | 111,136 | $3.87M | 0.00% | +56,505+103.4% | Added |
| HRT Financial LP | 111,985 | $3.90M | 0.06% | +111,985 | New |
| RE Advisers Corp | 113,100 | $3.94M | 0.11% | +113,100 | New |
| Boston Partners | 118,109 | $4.11M | 0.01% | +498+0.4% | Added |
| Tanglewood Legacy Advisors, LLC | 118,323 | $4.12M | 2.93% | +118,323 | New |
| Alyeska Investment Group, L.P. | 121,682 | $4.24M | 0.04% | −77,770−39.0% | Reduced |
| Victory Capital Management Inc | 123,792 | $4.31M | 0.00% | +69,524+128.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 131,419 | $4.58M | 0.04% | +19,721+17.7% | Added |
| Bank of Montreal | 109,332 | $4.59M | 0.00% | +46,549+74.1% | Added |
| Comerica Bank | 138,840 | $4.65M | 0.04% | −8,407−5.7% | Reduced |
| Great West Life Assurance Co | 134,063 | $4.67M | 0.01% | −6,307−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 140,465 | $4.89M | 0.04% | +150.0% | Added |
| Greenland Capital Management LP | 140,961 | $4.91M | 0.90% | +140,961 | New |
| Hillsdale Investment Management Inc. | 141,000 | $4.91M | 0.41% | −8,000−5.4% | Reduced |
| Yaupon Capital Management LP | 143,651 | $5.00M | 0.90% | +18,084+14.4% | Added |
| Mutual of America Capital Management LLC | 149,193 | $5.20M | 0.06% | +124,804+511.7% | Added |
| Telemark Asset Management, LLC | 150,000 | $5.22M | 0.79% | −300,000−66.7% | Reduced |
| Eagle Asset Management Inc | 165,007 | $5.28M | 0.03% | +36,319+28.2% | Added |
| California State Teachers Retirement System | 155,024 | $5.40M | 0.01% | +2,326+1.5% | Added |
| Credit Suisse AG | 160,185 | $5.58M | 0.01% | −88,009−35.5% | Reduced |
| HSBC Holdings PLC | 161,406 | $5.58M | 0.01% | +46,084+40.0% | Added |
| Pekin Hardy Strauss, Inc. | 166,576 | $5.80M | 0.92% | +22,971+16.0% | Added |
| Alliancebernstein L.P. | 177,483 | $6.18M | 0.00% | +6,437+3.8% | Added |
| Wells Fargo & Company | 191,903 | $6.68M | 0.00% | −61,356−24.2% | Reduced |
| New York State Teachers Retirement System | 198,042 | $6.90M | 0.02% | +445+0.2% | Added |
| Mariner, LLC | 203,829 | $7.10M | 0.02% | +8,302+4.2% | Added |
| Public Sector Pension Investment Board | 223,401 | $7.78M | 0.06% | −1,316−0.6% | Reduced |
| Thrivent Financial for Lutherans | 223,658 | $7.79M | 0.02% | −769−0.3% | Reduced |
| Evoke Wealth, LLC | 226,543 | $7.89M | 0.29% | +65,843+41.0% | Added |
| Wexford Capital LP | 226,785 | $7.90M | 1.62% | +226,785 | New |
| Oslo Asset Management AS | 240,108 | $8.36M | 12.16% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 245,899 | $8.56M | 0.07% | +73,222+42.4% | Added |
| AQR Capital Management LLC | 247,413 | $8.62M | 0.02% | +67,546+37.6% | Added |
| Citigroup Inc | 255,390 | $8.90M | 0.01% | +74,831+41.4% | Added |
| Ensign Peak Advisors, Inc | 257,338 | $8.96M | 0.02% | +26,408+11.4% | Added |
| Putnam Investments LLC | 265,885 | $9.26M | 0.02% | −3,145−1.2% | Reduced |
| Hill City Capital, LP | 270,000 | $9.40M | 1.64% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 292,000 | $10.2M | 0.05% | +192,000+192.0% | Added |
| Swiss National Bank | 296,000 | $10.3M | 0.01% | +7,000+2.4% | Added |
| Man Group plc | 301,965 | $10.5M | 0.04% | +58,386+24.0% | Added |
| California Public Employees Retirement System | 303,485 | $10.6M | 0.01% | +8,581+2.9% | Added |
| Point72 Asset Management, L.P. | 307,878 | $10.7M | 0.04% | +307,878 | New |
| Tocqueville Asset Management L.P. | 338,400 | $11.8M | 0.22% | +34,500+11.4% | Added |
| Deutsche Bank AG | 351,477 | $12.2M | 0.01% | −417,939−54.3% | Reduced |
| Barclays PLC | 368,601 | $12.8M | 0.01% | +39,053+11.9% | Added |
| Prudential Financial Inc | 377,979 | $13.2M | 0.02% | +122,064+47.7% | Added |
| Citadel Advisors LLC | 378,702 | $13.2M | 0.02% | +132,590+53.9% | Added |
| Rhumbline Advisers | 387,130 | $13.5M | 0.02% | +701+0.2% | Added |
| Raymond James & Associates | 392,104 | $13.7M | 0.01% | +40,066+11.4% | Added |
| Glenmede Trust Co NA | 393,964 | $13.7M | 0.08% | −48,656−11.0% | Reduced |
| Balyasny Asset Management LLC | 422,711 | $14.7M | 0.05% | +353,878+514.1% | Added |
| Legal & General Group Plc | 426,154 | $14.8M | 0.01% | +59,400+16.2% | Added |
| SIR Capital Management, L.P. | 442,031 | $15.4M | 1.62% | +202,368+84.4% | Added |
| Two Sigma Advisers, LP | 450,902 | $15.7M | 0.04% | −116,200−20.5% | Reduced |
| Squarepoint Ops LLC | 452,432 | $15.8M | 0.12% | +258,753+133.6% | Added |