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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 502,288 | $17.5M | 0.04% | +165,920+49.3% | Added |
| Nuveen Asset Management, LLC | 511,059 | $17.8M | 0.01% | −165,162−24.4% | Reduced |
| FMR LLC | 530,520 | $18.5M | 0.00% | −35,393−6.3% | Reduced |
| Bank of America Corp | 541,811 | $18.9M | 0.00% | +61,567+12.8% | Added |
| Hodges Capital Management Inc. | 542,853 | $18.9M | 1.64% | +266,373+96.3% | Added |
| Arrowstreet Capital, Limited Partnership | 551,841 | $19.2M | 0.03% | −136,369−19.8% | Reduced |
| Russell Investments Group, Ltd. | 599,276 | $20.9M | 0.04% | −80,141−11.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 600,000 | $20.9M | 0.05% | −300,000−33.3% | Reduced |
| HITE Hedge Asset Management LLC | 605,558 | $21.1M | 1.74% | −301,070−33.2% | Reduced |
| Palisade Capital Management LLC | 615,162 | $21.4M | 0.58% | +95,100+18.3% | Added |
| Macquarie Group Ltd | 702,939 | $24.5M | 0.03% | +11,902+1.7% | Added |
| TimesSquare Capital Management, LLC | 737,430 | $25.7M | 0.37% | +11,750+1.6% | Added |
| Wedge Capital Management L L P | 759,595 | $26.5M | 0.43% | +208,926+37.9% | Added |
| Morgan Stanley | 772,812 | $26.9M | 0.00% | −247,425−24.3% | Reduced |
| Principal Financial Group Inc | 788,548 | $27.5M | 0.02% | −6,758−0.8% | Reduced |
| Ameriprise Financial Inc | 816,406 | $28.4M | 0.01% | −31,958−3.8% | Reduced |
| Pacer Advisors, Inc. | 820,155 | $28.6M | 0.15% | +350,054+74.5% | Added |
| First Trust Advisors LP | 911,682 | $31.8M | 0.04% | −730,320−44.5% | Reduced |
| William Blair Investment Management, LLC | 1,015,776 | $35.4M | 0.14% | −38,304−3.6% | Reduced |
| American Century Companies Inc | 1,057,000 | $36.8M | 0.03% | +301,444+39.9% | Added |
| GW&K Investment Management, LLC | 1,122,600 | $39.1M | 0.40% | +1,007,507+875.4% | Added |
| D. E. Shaw & Co., Inc. | 1,264,199 | $44.0M | 0.07% | +52,918+4.4% | Added |
| Charles Schwab Investment Management Inc | 1,326,273 | $46.2M | 0.01% | −45,938−3.3% | Reduced |
| Price T Rowe Associates Inc | 1,385,102 | $48.2M | 0.01% | +85,166+6.6% | Added |
| Millennium Management LLC | 1,391,860 | $48.5M | 0.05% | +897,855+181.8% | Added |
| Advisory Research Inc | 1,401,845 | $48.8M | 4.59% | −66,665−4.5% | Reduced |
| Assenagon Asset Management S.A. | 1,436,360 | $50.0M | 0.21% | +661,226+85.3% | Added |
| Goldman Sachs Group Inc | 1,497,485 | $52.2M | 0.01% | −439,888−22.7% | Reduced |
| Northern Trust Corp | 1,514,497 | $52.7M | 0.01% | +32,492+2.2% | Added |
| Bank of New York Mellon Corp | 1,519,800 | $52.9M | 0.01% | +111,021+7.9% | Added |
| Renaissance Technologies LLC | 1,537,600 | $53.6M | 0.07% | +12,700+0.8% | Added |
| Marshall Wace, LLP | 1,886,025 | $65.7M | 0.17% | −235,498−11.1% | Reduced |
| River Road Asset Management, LLC | 2,079,382 | $72.4M | 0.99% | +139,450+7.2% | Added |
| Geode Capital Management, LLC | 2,197,543 | $76.5M | 0.01% | +44,272+2.1% | Added |
| Wellington Management Group LLP | 2,381,409 | $82.9M | 0.02% | +161,791+7.3% | Added |
| Frontier Capital Management Co LLC | 2,581,905 | $89.9M | 0.98% | +388,430+17.7% | Added |
| JPMorgan Chase & Co | 2,607,292 | $90.8M | 0.01% | +145,099+5.9% | Added |
| Invesco Ltd. | 3,351,793 | $116.7M | 0.03% | +137,604+4.3% | Added |
| Dimensional Fund Advisors LP | 3,920,322 | $136.5M | 0.05% | −124,436−3.1% | Reduced |
| State Street Corp | 6,677,641 | $232.6M | 0.01% | +848,259+14.6% | Added |
| Vanguard Group Inc | 15,599,887 | $543.3M | 0.01% | +488,384+3.2% | Added |
| BlackRock Inc. | 20,555,732 | $716.0M | 0.02% | +268,875+1.3% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −1,824,241−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −706,066−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −379,900−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −267,695−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −204,863−100.0% | Sold out |
| RR Advisors, LLC | 0 | $0 | 0.00% | −137,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −91,399−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −91,099−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −43,083−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −34,817−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −31,905−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −21,517−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −20,094−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −18,838−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −18,448−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −17,845−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,364−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,749−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,263−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −7,975−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,577−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −6,821−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −6,449−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,538−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Kore Private Wealth LLC | – | – | – | – | Not filed |
| Bluestein R H & Co | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |