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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 15,974 | $556.4K | 0.12% | +15,974 | New |
| Y-Intercept (Hong Kong) Ltd | 15,524 | $540.7K | 0.08% | +5,185+50.1% | Added |
| Bailard, Inc. | 15,400 | $536.4K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,282 | $532.3K | 0.00% | −7,433−32.7% | Reduced |
| Prudential PLC | 15,090 | $525.6K | 0.01% | +4,717+45.5% | Added |
| Moody National Bank Trust Division | 15,079 | $525.0K | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management SA | 14,871 | $518.0K | 0.00% | +7,365+98.1% | Added |
| First Hawaiian Bank | 14,500 | $505.0K | 0.02% | −1,440−9.0% | Reduced |
| American Trust | 14,493 | $504.8K | 0.05% | +2,891+24.9% | Added |
| Ellevest, Inc. | 14,356 | $500.0K | 0.04% | +3,972+38.3% | Added |
| Neo Ivy Capital Management | 13,836 | $482.0K | 0.33% | +13,836 | New |
| Cornerstone Investment Partners, LLC | 13,804 | $480.8K | 0.03% | +4,466+47.8% | Added |
| Gotham Asset Management, LLC | 13,353 | $465.1K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 13,382 | $465.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,098 | $456.2K | 0.32% | +4,429+51.1% | Added |
| Tributary Capital Management, LLC | 13,039 | $454.0K | 0.05% | +2,740+26.6% | Added |
| Occudo Quantitative Strategies LP | 12,974 | $451.9K | 0.05% | +12,974 | New |
| Capital Counsel LLC | 11,905 | $414.7K | 0.03% | −1,115−8.6% | Reduced |
| Illinois Municipal Retirement Fund | 11,886 | $414.0K | 0.01% | +11,886 | New |
| Lingohr & Partner Asset Management GmbH | 11,900 | $413.0K | 1.16% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,727 | $408.0K | 0.02% | −2,402−17.0% | Reduced |
| Lido Advisors, LLC | 11,360 | $395.7K | 0.01% | +832+7.9% | Added |
| Texas Yale Capital Corp. | 11,169 | $389.0K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,002 | $383.2K | 0.06% | +28+0.3% | Added |
| The PNC Financial Services Group, Inc. | 10,847 | $377.8K | 0.00% | +2,040+23.2% | Added |
| Kestra Advisory Services, LLC | 10,818 | $376.8K | 0.00% | +816+8.2% | Added |
| KBC Group NV | 10,589 | $369.0K | 0.00% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 10,209 | $355.6K | 0.11% | 00.0% | Unchanged |
| Meritage Portfolio Management | 10,030 | $349.0K | 0.03% | +625+6.6% | Added |
| Boulder Hill Capital Management LP | 10,000 | $348.3K | 0.29% | +10,000 | New |
| SG Americas Securities, LLC | 9,977 | $347.0K | 0.01% | −5,138−34.0% | Reduced |
| Empirical Finance, LLC | 9,955 | $346.7K | 0.04% | +69+0.7% | Added |
| Ameritas Investment Partners, Inc. | 9,498 | $323.1K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,084 | $316.0K | 0.04% | +9,084 | New |
| Crossmark Global Holdings, Inc. | 8,970 | $312.0K | 0.01% | −310−3.3% | Reduced |
| Advisor Partners II, LLC | 8,891 | $309.7K | 0.02% | −678−7.1% | Reduced |
| Two Sigma Securities, LLC | 8,839 | $307.9K | 0.04% | +8,839 | New |
| O'Shaughnessy Asset Management, LLC | 8,379 | $291.8K | 0.00% | +684+8.9% | Added |
| Lee Financial Co | 8,305 | $289.3K | 0.05% | +305+3.8% | Added |
| SYSTM Wealth Solutions LLC | 8,222 | $286.4K | 0.04% | +8,222 | New |
| LPL Financial LLC | 8,135 | $283.3K | 0.00% | +53+0.7% | Added |
| Kula Investments, LLC | 8,071 | $281.1K | 0.10% | +8,071 | New |
| JustInvest LLC | 8,024 | $279.5K | 0.01% | +8,024 | New |
| Level Four Advisory Services, LLC | 7,976 | $277.8K | 0.02% | +7,976 | New |
| Readystate Asset Management LP | 7,920 | $275.9K | 0.08% | +7,920 | New |
| Neuberger Berman Group LLC | 7,869 | $274.1K | 0.00% | +7,869 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $268.9K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,704 | $268.3K | 0.02% | −763−9.0% | Reduced |
| Bryn Mawr Trust Co | 7,706 | $268.0K | 0.01% | −3,429−30.8% | Reduced |
| Metropolitan Life Insurance Co | 7,630 | $265.8K | 0.01% | +326+4.5% | Added |
| Lazard Asset Management LLC | 7,621 | $265.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 7,601 | $264.7K | 0.03% | 00.0% | Unchanged |
| CenterBook Partners LP | 7,485 | $260.7K | 0.04% | −727−8.9% | Reduced |
| Xponance, Inc. | 7,441 | $259.2K | 0.00% | −27−0.4% | Reduced |
| Alps Advisors Inc | 7,075 | $246.4K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,990 | $243.5K | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,837 | $238.0K | 0.00% | +106+1.6% | Added |
| CWM Advisors, LLC | 6,770 | $235.8K | 0.03% | +1,231+22.2% | Added |
| Park Avenue Securities LLC | 6,570 | $229.0K | 0.00% | +6,570 | New |
| Chapin Davis, Inc. | 6,345 | $221.0K | 0.13% | +6,345 | New |
| Auxier Asset Management | 6,290 | $219.1K | 0.04% | 00.0% | Unchanged |
| Cipher Capital LP | 6,262 | $218.1K | 0.04% | −5,552−47.0% | Reduced |
| Point72 Middle East FZE | 6,228 | $216.9K | 0.02% | +6,228 | New |
| Teza Capital Management LLC | 6,162 | $214.6K | 0.04% | +6,162 | New |
| MQS Management LLC | 5,965 | $207.8K | 0.14% | +5,965 | New |
| Radnor Capital Management, LLC | 5,580 | $204.0K | 0.05% | +5,580 | New |
| Prelude Capital Management, LLC | 5,790 | $201.7K | 0.01% | +5,790 | New |
| State of Wyoming | 5,761 | $200.7K | 0.07% | +5,761 | New |
| Cutler Group LP | 5,705 | $198.0K | 0.02% | −3,291−36.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,533 | $192.7K | 0.00% | −36,266−86.8% | Reduced |
| Energy Income Partners, LLC | 4,745 | $165.3K | 0.00% | +4,745 | New |
| Van Eck Associates Corp | 4,018 | $140.0K | 0.00% | +4,018 | New |
| Advisor Group Holdings, Inc. | 3,603 | $125.0K | 0.00% | +798+28.4% | Added |
| Meeder Asset Management Inc | 2,739 | $95.4K | 0.01% | −577−17.4% | Reduced |
| US Asset Management LLC | 2,565 | $89.0K | 0.10% | +2,565 | New |
| Fifth Third Bancorp | 2,332 | $81.2K | 0.00% | +158+7.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,947 | $68.0K | 0.00% | +1,947 | New |
| Quadrant Capital Group LLC | 1,875 | $65.3K | 0.01% | −355−15.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,790 | $62.3K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,690 | $58.9K | 0.04% | +390+30.0% | Added |
| Harvest Fund Management Co., Ltd | 1,606 | $56.0K | 0.01% | −3,789−70.2% | Reduced |
| Bartlett & Co. LLC | 1,400 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $48.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,526 | $40.0K | 0.00% | +922+152.6% | Added |
| Signaturefd, LLC | 893 | $31.1K | 0.00% | +566+173.1% | Added |
| CWM, LLC | 826 | $29.0K | 0.00% | −41−4.7% | Reduced |
| Comerica Securities,inc. | 730 | $25.4K | 0.00% | +730 | New |
| Belpointe Asset Management LLC | 683 | $23.8K | 0.00% | +683 | New |
| Larson Financial Group LLC | 680 | $23.7K | 0.00% | −325−32.3% | Reduced |
| 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 |
| Nomura Asset Management Co Ltd | 620 | $21.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 606 | $21.0K | 0.00% | −7,539−92.6% | Reduced |
| Bessemer Group Inc | 611 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 566 | $19.7K | 0.00% | −17−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 532 | $18.0K | 0.00% | −9,159−94.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $17.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $17.4K | 0.01% | +500 | New |
| One Wealth Advisors, LLC | 439 | $15.3K | 0.00% | +439 | New |
| Cary Street Partner Investment Advisory LLC | 330 | $11.5K | 0.00% | +330 | New |