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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in SM Energy Co as of Mar 31, 2023. 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
- 296
- −41 vs. Q4 2022
- Shares held
- 107.5M
- −4.19M (−3.8%) vs. Q4 2022
- Total value
- $3.04B
- −$851.4M (−21.9%) vs. Q4 2022
- New holders
- 38
- 111 more added
- Sold out
- 79
- 106 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 498 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,351,595 | $573.1M | 0.02% | −204,137−1.0% | Reduced |
| Vanguard Group Inc | 15,516,332 | $436.9M | 0.01% | −83,555−0.5% | Reduced |
| State Street Corp | 6,800,519 | $191.5M | 0.01% | +122,878+1.8% | Added |
| Dimensional Fund Advisors LP | 4,203,971 | $118.4M | 0.04% | +283,649+7.2% | Added |
| Frontier Capital Management Co LLC | 2,963,769 | $83.5M | 0.86% | +381,864+14.8% | Added |
| JPMorgan Chase & Co | 2,427,419 | $68.4M | 0.01% | −179,873−6.9% | Reduced |
| River Road Asset Management, LLC | 2,315,048 | $65.2M | 0.89% | +235,666+11.3% | Added |
| Geode Capital Management, LLC | 2,277,349 | $64.1M | 0.01% | +79,806+3.6% | Added |
| Millennium Management LLC | 2,263,450 | $63.7M | 0.07% | +871,590+62.6% | Added |
| Invesco Ltd. | 1,895,072 | $53.4M | 0.01% | −1,456,721−43.5% | Reduced |
| Balyasny Asset Management LLC | 1,647,133 | $46.4M | 0.15% | +1,224,422+289.7% | Added |
| Renaissance Technologies LLC | 1,565,100 | $44.1M | 0.06% | +27,500+1.8% | Added |
| Northern Trust Corp | 1,521,768 | $42.9M | 0.01% | +7,271+0.5% | Added |
| D. E. Shaw & Co., Inc. | 1,485,836 | $41.8M | 0.07% | +221,637+17.5% | Added |
| Bank of New York Mellon Corp | 1,454,251 | $41.0M | 0.01% | −65,549−4.3% | Reduced |
| Pacer Advisors, Inc. | 1,391,886 | $39.2M | 0.17% | +571,731+69.7% | Added |
| Charles Schwab Investment Management Inc | 1,389,182 | $39.1M | 0.01% | +62,909+4.7% | Added |
| Goldman Sachs Group Inc | 1,381,793 | $38.9M | 0.01% | −115,692−7.7% | Reduced |
| American Century Companies Inc | 1,327,058 | $37.4M | 0.03% | +270,058+25.5% | Added |
| Price T Rowe Associates Inc | 1,119,852 | $31.5M | 0.00% | −265,250−19.2% | Reduced |
| William Blair Investment Management, LLC | 1,018,926 | $28.7M | 0.10% | +3,150+0.3% | Added |
| Morgan Stanley | 976,688 | $27.5M | 0.00% | +203,876+26.4% | Added |
| First Trust Advisors LP | 953,165 | $26.8M | 0.03% | +41,483+4.6% | Added |
| Marshall Wace, LLP | 868,832 | $24.5M | 0.06% | −1,017,193−53.9% | Reduced |
| Wedge Capital Management L L P | 860,133 | $24.2M | 0.41% | +100,538+13.2% | Added |
| Palo Duro Investment Partners, LP | 828,903 | $23.3M | 7.73% | +828,903 | New |
| Wellington Management Group LLP | 819,543 | $23.1M | 0.00% | −1,561,866−65.6% | Reduced |
| Ameriprise Financial Inc | 798,450 | $22.5M | 0.01% | −17,956−2.2% | Reduced |
| Principal Financial Group Inc | 772,491 | $21.8M | 0.02% | −16,057−2.0% | Reduced |
| GW&K Investment Management, LLC | 730,938 | $20.6M | 0.20% | −391,662−34.9% | Reduced |
| Assenagon Asset Management S.A. | 657,033 | $18.5M | 0.07% | −779,327−54.3% | Reduced |
| Palisade Capital Management LLC | 633,368 | $17.8M | 0.48% | +18,206+3.0% | Added |
| TimesSquare Capital Management, LLC | 624,440 | $17.6M | 0.26% | −112,990−15.3% | Reduced |
| Nuveen Asset Management, LLC | 587,833 | $16.6M | 0.01% | +76,774+15.0% | Added |
| Bank of America Corp | 568,338 | $16.0M | 0.00% | +26,527+4.9% | Added |
| Hodges Capital Management Inc. | 291,036 | $15.3M | 1.25% | −251,817−46.4% | Reduced |
| Prudential Financial Inc | 509,993 | $14.4M | 0.02% | +132,014+34.9% | Added |
| BNP Paribas Arbitrage, SA | 508,999 | $14.3M | 0.03% | +6,711+1.3% | Added |
| Barclays PLC | 507,855 | $14.3M | 0.01% | +139,254+37.8% | Added |
| FMR LLC | 464,922 | $13.1M | 0.00% | −65,598−12.4% | Reduced |
| Macquarie Group Ltd | 438,426 | $12.3M | 0.01% | −264,513−37.6% | Reduced |
| Squarepoint Ops LLC | 426,611 | $12.0M | 0.08% | −25,821−5.7% | Reduced |
| Legal & General Group Plc | 421,555 | $11.9M | 0.00% | −4,599−1.1% | Reduced |
| Walleye Capital LLC | 419,842 | $11.8M | 0.24% | +419,842 | New |
| Arrowstreet Capital, Limited Partnership | 413,365 | $11.6M | 0.02% | −138,476−25.1% | Reduced |
| Rhumbline Advisers | 407,919 | $11.5M | 0.01% | +20,789+5.4% | Added |
| Glenmede Trust Co NA | 398,464 | $11.2M | 0.06% | +4,500+1.1% | Added |
| Susquehanna International Group, LLP | 394,764 | $11.1M | 0.02% | +336,134+573.3% | Added |
| Raymond James & Associates | 393,669 | $11.1M | 0.01% | +1,565+0.4% | Added |
| Oslo Asset Management AS | 375,108 | $10.6M | 15.32% | +135,000+56.2% | Added |
| Alyeska Investment Group, L.P. | 357,649 | $10.1M | 0.09% | +235,967+193.9% | Added |
| Russell Investments Group, Ltd. | 351,588 | $9.90M | 0.02% | −247,688−41.3% | Reduced |
| Voloridge Investment Management, LLC | 311,293 | $8.77M | 0.04% | +311,293 | New |
| Deutsche Bank AG | 305,601 | $8.61M | 0.00% | −45,876−13.1% | Reduced |
| Rafferty Asset Management, LLC | 302,698 | $8.52M | 0.06% | +56,799+23.1% | Added |
| AQR Capital Management LLC | 298,979 | $8.42M | 0.02% | +51,566+20.8% | Added |
| Pekin Hardy Strauss, Inc. | 296,652 | $8.35M | 1.30% | +130,076+78.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 292,000 | $8.22M | 0.05% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 272,964 | $7.69M | 0.57% | −332,594−54.9% | Reduced |
| Tributary Capital Management, LLC | 272,401 | $7.67M | 0.71% | +259,362+1,989.1% | Added |
| Hill City Capital, LP | 270,000 | $7.60M | 1.49% | 00.0% | Unchanged |
| Swiss National Bank | 265,100 | $7.47M | 0.01% | −30,900−10.4% | Reduced |
| Man Group plc | – | $7.15M | 0.03% | – | – |
| Ensign Peak Advisors, Inc | 243,115 | $6.85M | 0.01% | −14,223−5.5% | Reduced |
| Two Sigma Advisers, LP | 240,002 | $6.76M | 0.02% | −210,900−46.8% | Reduced |
| California Public Employees Retirement System | 232,033 | $6.53M | 0.01% | −71,452−23.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 231,324 | $6.51M | 0.01% | +225,791+4,080.8% | Added |
| LMR Partners LLP | 226,817 | $6.39M | 0.14% | +226,817 | New |
| Evoke Wealth, LLC | 226,543 | $6.38M | 0.23% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 219,392 | $6.18M | 0.02% | −4,266−1.9% | Reduced |
| Citigroup Inc | 217,569 | $6.13M | 0.01% | −37,821−14.8% | Reduced |
| Public Sector Pension Investment Board | 215,970 | $6.08M | 0.05% | −7,431−3.3% | Reduced |
| Eagle Asset Management Inc | 197,363 | $5.56M | 0.03% | +32,356+19.6% | Added |
| New York State Teachers Retirement System | 196,452 | $5.53M | 0.01% | −1,590−0.8% | Reduced |
| CoreCommodity Management, LLC | 195,623 | $5.51M | 1.57% | +97,009+98.4% | Added |
| UBS Group AG | 194,342 | $5.47M | 0.00% | +83,206+74.9% | Added |
| Citadel Advisors LLC | 188,127 | $5.30M | 0.01% | −190,575−50.3% | Reduced |
| Wells Fargo & Company | 179,724 | $5.06M | 0.00% | −12,179−6.3% | Reduced |
| Credit Suisse AG | 164,008 | $4.62M | 0.00% | +3,823+2.4% | Added |
| Alliancebernstein L.P. | 159,360 | $4.49M | 0.00% | −18,123−10.2% | Reduced |
| RE Advisers Corp | 153,300 | $4.32M | 0.12% | +40,200+35.5% | Added |
| California State Teachers Retirement System | 152,947 | $4.31M | 0.01% | −2,077−1.3% | Reduced |
| Holocene Advisors, LP | 143,797 | $4.05M | 0.02% | +143,797 | New |
| Mariner, LLC | 143,561 | $4.04M | 0.01% | −60,268−29.6% | Reduced |
| Mutual of America Capital Management LLC | 143,307 | $4.04M | 0.05% | −5,886−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 139,360 | $3.92M | 0.03% | −1,105−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 130,019 | $3.66M | 0.03% | −1,400−1.1% | Reduced |
| Engineers Gate Manager LP | 129,324 | $3.64M | 0.15% | +100,929+355.4% | Added |
| 1492 Capital Management LLC | 125,222 | $3.53M | 2.18% | +18,942+17.8% | Added |
| Great West Life Assurance Co | 120,831 | $3.40M | 0.01% | −13,232−9.9% | Reduced |
| Tudor Investment Corp Et Al | 119,854 | $3.38M | 0.06% | +51,975+76.6% | Added |
| Tanglewood Legacy Advisors, LLC | 118,323 | $3.33M | 2.13% | 00.0% | Unchanged |
| HSBC Holdings PLC | 111,510 | $3.14M | 0.00% | −49,896−30.9% | Reduced |
| Texas Permanent School Fund | 111,217 | $3.13M | 0.03% | +27,570+33.0% | Added |
| Algert Global LLC | 109,392 | $3.08M | 0.15% | +109,392 | New |
| Federated Hermes, Inc. | 109,068 | $3.07M | 0.01% | +61,223+128.0% | Added |
| Greenland Capital Management LP | 102,815 | $2.90M | 0.35% | −38,146−27.1% | Reduced |
| Envestnet Asset Management Inc | 208,333 | $2.89M | 0.00% | +116,519+126.9% | Added |
| Ergoteles LLC | 100,475 | $2.83M | 0.11% | +64,832+181.9% | Added |
| Victory Capital Management Inc | 99,295 | $2.80M | 0.00% | −24,497−19.8% | Reduced |