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 |
|---|---|---|---|---|---|
| CoreCommodity Management, LLC | 98,614 | $3.43M | 1.06% | +13,378+15.7% | Added |
| State of Tennessee, Treasury Department | 97,022 | $3.38M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 91,814 | $3.20M | 0.00% | +68,712+297.4% | Added |
| Aquatic Capital Management LLC | 91,400 | $3.18M | 0.23% | +91,400 | New |
| Jane Street Group, LLC | 90,357 | $3.15M | 0.01% | +56,999+170.9% | Added |
| Voya Investment Management LLC | 87,934 | $3.06M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 87,013 | $3.03M | 0.02% | −19,773−18.5% | Reduced |
| State of Alaska, Department of Revenue | 85,507 | $2.98M | 0.04% | +651+0.8% | Added |
| Texas Permanent School Fund | 83,647 | $2.91M | 0.04% | −4,523−5.1% | Reduced |
| Yousif Capital Management, LLC | 81,613 | $2.84M | 0.04% | −18,675−18.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 81,600 | $2.84M | 0.46% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 80,406 | $2.80M | 0.02% | +22,850+39.7% | Added |
| TownSquare Capital, LLC | 75,100 | $2.62M | 0.06% | +75,100 | New |
| AXA S.A. | 73,250 | $2.55M | 0.01% | −3,400−4.4% | Reduced |
| Twinbeech Capital LP | 71,842 | $2.50M | 0.05% | +36,977+106.1% | Added |
| State of New Jersey Common Pension Fund D | 71,599 | $2.49M | 0.01% | −3,015−4.0% | Reduced |
| Magnetar Financial LLC | 69,872 | $2.43M | 0.04% | +69,872 | New |
| Truist Financial Corp | 69,770 | $2.43M | 0.00% | +60,671+666.8% | Added |
| Colony Group LLC | 68,772 | $2.40M | 0.03% | +1,281+1.9% | Added |
| DFPG Investments, LLC | 75,000 | $2.39M | 0.39% | +75,000 | New |
| Tudor Investment Corp Et Al | 67,879 | $2.36M | 0.06% | +57,589+559.7% | Added |
| American International Group, Inc. | 65,955 | $2.30M | 0.02% | −507−0.8% | Reduced |
| CI Private Wealth, LLC | 64,637 | $2.25M | 0.01% | +64,637 | New |
| Creative Planning | 64,156 | $2.23M | 0.00% | +17,429+37.3% | Added |
| MetLife Investment Management | 63,984 | $2.23M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 61,110 | $2.13M | 0.00% | +54,418+813.2% | Added |
| Amalgamated Bank | 59,697 | $2.08M | 0.02% | −36−0.1% | Reduced |
| Susquehanna International Group, LLP | 58,630 | $2.04M | 0.00% | −205,918−77.8% | Reduced |
| Louisiana State Employees Retirement System | 58,300 | $2.03M | 0.06% | −300−0.5% | Reduced |
| Mercer Global Advisors Inc | 58,146 | $2.02M | 0.01% | −1,671−2.8% | Reduced |
| Teacher Retirement System of Texas | 55,401 | $1.93M | 0.01% | −27,110−32.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,073 | $1.88M | 0.00% | −75−0.1% | Reduced |
| Allianz Asset Management GmbH | 51,946 | $1.81M | 0.00% | −387−0.7% | Reduced |
| Quantbot Technologies LP | 51,269 | $1.79M | 0.13% | +39,976+354.0% | Added |
| Schonfeld Strategic Advisors LLC | 51,139 | $1.78M | 0.01% | +51,139 | New |
| Maryland State Retirement & Pension System | 50,684 | $1.77M | 0.05% | +50,684 | New |
| Manufacturers Life Insurance Company, The | 48,824 | $1.70M | 0.00% | +506+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 48,629 | $1.69M | 0.17% | −24,531−33.5% | Reduced |
| Brinker Capital Investments, LLC | 48,123 | $1.68M | 0.03% | +48,123 | New |
| US Bancorp | 48,082 | $1.67M | 0.00% | +247+0.5% | Added |
| Federated Hermes, Inc. | 47,845 | $1.67M | 0.00% | −78,632−62.2% | Reduced |
| Los Angeles Capital Management LLC | 46,985 | $1.64M | 0.01% | −1,727−3.5% | Reduced |
| Monarch Partners Asset Management LLC | 45,747 | $1.59M | 0.47% | +25,450+125.4% | Added |
| Verition Fund Management LLC | 42,775 | $1.49M | 0.03% | +27,696+183.7% | Added |
| SEI Investments Co | 42,626 | $1.48M | 0.00% | −34,375−44.6% | Reduced |
| State Board of Administration of Florida Retirement System | 41,507 | $1.45M | 0.00% | −830−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 40,810 | $1.42M | 0.02% | +122+0.3% | Added |
| Waldron Private Wealth LLC | 37,548 | $1.41M | 0.09% | 00.0% | Unchanged |
| Globeflex Capital L P | 40,410 | $1.41M | 0.18% | −2,705−6.3% | Reduced |
| First National Bank of Omaha | 40,122 | $1.40M | 0.09% | +6,981+21.1% | Added |
| Beck Capital Management, LLC | 39,964 | $1.39M | 0.59% | +3,221+8.8% | Added |
| TCI Wealth Advisors, Inc. | 39,071 | $1.36M | 0.19% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 38,645 | $1.35M | 0.00% | −8,980−18.9% | Reduced |
| Verdence Capital Advisors LLC | 37,825 | $1.32M | 0.16% | +26,877+245.5% | Added |
| Teachers Retirement System of the State of Kentucky | 37,603 | $1.31M | 0.01% | +2,788+8.0% | Added |
| Canada Pension Plan Investment Board | 37,500 | $1.31M | 0.00% | +6,800+22.1% | Added |
| Insight Wealth Strategies, LLC | 36,285 | $1.26M | 0.24% | +6,335+21.2% | Added |
| Ergoteles LLC | 35,643 | $1.24M | 0.05% | +35,643 | New |
| Arizona State Retirement System | 34,593 | $1.20M | 0.01% | +1,477+4.5% | Added |
| Guggenheim Capital LLC | 33,740 | $1.18M | 0.01% | +8,830+35.4% | Added |
| Franklin Resources Inc | 32,912 | $1.15M | 0.00% | −2,292−6.5% | Reduced |
| DekaBank Deutsche Girozentrale | 33,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 32,300 | $1.13M | 0.38% | −76,300−70.3% | Reduced |
| Chartwell Investment Partners, LLC | 31,569 | $1.10M | 0.04% | +1,115+3.7% | Added |
| STRS Ohio | 30,900 | $1.08M | 0.00% | −4,400−12.5% | Reduced |
| Engineers Gate Manager LP | 28,395 | $989.0K | 0.06% | −8,140−22.3% | Reduced |
| ExodusPoint Capital Management, LP | 28,162 | $981.0K | 0.02% | −47,774−62.9% | Reduced |
| TD Asset Management Inc | 27,900 | $971.8K | 0.00% | −18,100−39.3% | Reduced |
| Affinity Investment Advisors, LLC | 27,414 | $954.8K | 0.44% | −1,245−4.3% | Reduced |
| Virginia Retirement Systems Et Al | 27,300 | $950.9K | 0.01% | −8,200−23.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,589 | $926.1K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 26,435 | $920.7K | 0.00% | −141,775−84.3% | Reduced |
| Royce & Associates LP | 26,326 | $916.9K | 0.01% | +16,226+160.7% | Added |
| Calamos Advisors LLC | 26,305 | $916.2K | 0.00% | −53,872−67.2% | Reduced |
| Qube Research & Technologies Ltd | 25,864 | $900.8K | 0.01% | +25,864 | New |
| Delphi Management Inc | 25,827 | $900.0K | 1.09% | +25,827 | New |
| Janus Henderson Group PLC | 24,518 | $853.6K | 0.00% | +2,300+10.4% | Added |
| Natixis Advisors, L.P. | 23,963 | $835.0K | 0.00% | +1,993+9.1% | Added |
| Great Lakes Advisors, LLC | 23,826 | $829.8K | 0.05% | −479,989−95.3% | Reduced |
| Empowered Funds, LLC | 23,532 | $819.6K | 0.05% | +23,532 | New |
| Aj Wealth Strategies, LLC | 22,215 | $774.0K | 0.04% | +71+0.3% | Added |
| DuPont Capital Management Corp | 21,537 | $750.1K | 0.04% | +4,691+27.8% | Added |
| Cerity Partners LLC | 21,378 | $744.6K | 0.00% | −601−2.7% | Reduced |
| Winton Group Ltd | 21,117 | $735.5K | 0.05% | +13,545+178.9% | Added |
| Ethic Inc. | 20,842 | $725.9K | 0.04% | +9,507+83.9% | Added |
| ClariVest Asset Management LLC | 19,476 | $679.0K | 0.03% | −31−0.2% | Reduced |
| ProShare Advisors LLC | 19,168 | $667.6K | 0.00% | +2,477+14.8% | Added |
| Adams Wealth Management | 18,616 | $648.4K | 0.23% | +18,616 | New |
| Fox Run Management, L.L.C. | 18,582 | $647.2K | 0.26% | +3,982+27.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,154 | $632.3K | 0.00% | +2,033+12.6% | Added |
| Advisors Preferred, LLC | 19,754 | $631.7K | 0.28% | +19,754 | New |
| Twin Tree Management, LP | 18,074 | $629.5K | 0.02% | −27,337−60.2% | Reduced |
| DRW Securities, LLC | 18,000 | $627.0K | 0.13% | +18,000 | New |
| Sippican Capital Advisors | 17,670 | $615.0K | 0.59% | 00.0% | Unchanged |
| Maven Securities LTD | 17,599 | $613.0K | 0.12% | +1,386+8.5% | Added |
| Captrust Financial Advisors | 17,503 | $609.6K | 0.00% | +1,407+8.7% | Added |
| Oppenheimer Asset Management Inc. | 16,983 | $591.5K | 0.01% | +16,983 | New |
| Pearl River Capital, LLC | 16,687 | $581.2K | 0.10% | −4,581−21.5% | Reduced |
| Polianta Ltd | 16,700 | $581.0K | 0.43% | +16,700 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $572.0K | 0.00% | 00.0% | Unchanged |