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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 32 | $0 | 0.00% | −3−8.6% | Reduced |
| Tfo-TDC, LLC | 5 | $141 | 0.00% | −64−92.8% | Reduced |
| Farther Finance Advisors, LLC | 5 | $141 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 6 | $169 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $197 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 9 | $253 | 0.00% | −10−52.6% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $451 | 0.00% | −52−76.5% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $479 | 0.00% | −54−76.1% | Reduced |
| 25 LLC | 19 | $502 | 0.00% | +19 | New |
| Proequities, Inc. | 19 | $535 | 0.00% | +19 | New |
| RFP Financial Group LLC | 25 | $704 | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 25 | $704 | 0.00% | +25 | New |
| Allworth Financial LP | 34 | $958 | 0.00% | +13+61.9% | Added |
| ClariVest Asset Management LLC | 33 | $1.00K | 0.00% | −19,443−99.8% | Reduced |
| International Assets Investment Management, LLC | 36 | $1.01K | 0.00% | +36 | New |
| Glassman Wealth Services | 45 | $1.27K | 0.00% | +34+309.1% | Added |
| Quent Capital, LLC | 52 | $1.48K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $1.49K | 0.00% | +37+231.3% | Added |
| Schubert & Co | 59 | $1.66K | 0.00% | −21−26.3% | Reduced |
| Spire Wealth Management | 69 | $1.94K | 0.00% | +69 | New |
| Front Row Advisors LLC | 73 | $2.00K | 0.00% | −51−41.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 58 | $2.00K | 0.00% | +58 | New |
| AdvisorNet Financial, Inc | 81 | $2.28K | 0.00% | +23+39.7% | Added |
| Farmers & Merchants Investments Inc | 88 | $2.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 98 | $2.76K | 0.00% | +98 | New |
| Sageworth Trust Co | 101 | $2.84K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 106 | $2.98K | 0.00% | +89+523.5% | Added |
| Bessemer Group Inc | 110 | $3.00K | 0.00% | −501−82.0% | Reduced |
| Ronald Blue Trust, Inc. | 92 | $3.00K | 0.00% | +61+196.8% | Added |
| Lindbrook Capital, LLC | 109 | $3.07K | 0.00% | −15−12.1% | Reduced |
| IFP Advisors, Inc | 133 | $3.08K | 0.00% | −1,393−91.3% | Reduced |
| Global Retirement Partners, LLC | 126 | $3.24K | 0.00% | −440−77.7% | Reduced |
| Worth Asset Management, LLC | 127 | $3.58K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 136 | $3.83K | 0.01% | −87−39.0% | Reduced |
| Bell Investment Advisors, Inc | 136 | $3.83K | 0.00% | +84+161.5% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $4.22K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 185 | $5.21K | 0.00% | −8,120−97.8% | Reduced |
| Parkside Financial Bank & Trust | 206 | $5.80K | 0.00% | −66−24.3% | Reduced |
| Massmutual Trust Co FSB | 234 | $6.59K | 0.00% | +68+41.0% | Added |
| Covestor Ltd | 272 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 285 | $8.03K | 0.00% | −45−13.6% | Reduced |
| Cypress Capital Management LLC (WY) | 310 | $8.73K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 330 | $9.29K | 0.00% | −2,002−85.8% | Reduced |
| EverSource Wealth Advisors, LLC | 359 | $10.1K | 0.00% | +226+169.9% | Added |
| Parallel Advisors, LLC | 410 | $11.5K | 0.00% | +333+432.5% | Added |
| Umb Bank N A | 475 | $13.4K | 0.00% | +375+375.0% | Added |
| Cullen/Frost Bankers, Inc. | 500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $14.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $16.9K | 0.00% | −50−7.7% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 666 | $19.0K | 0.00% | +60+9.9% | Added |
| Larson Financial Group LLC | 680 | $19.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 745 | $21.0K | 0.01% | +745 | New |
| CWM, LLC | 769 | $22.0K | 0.00% | −57−6.9% | Reduced |
| Belpointe Asset Management LLC | 833 | $23.4K | 0.00% | +150+22.0% | Added |
| First Horizon Advisors, Inc. | 886 | $24.9K | 0.00% | +886 | New |
| Byrne Asset Management LLC | 940 | $26.0K | 0.02% | −750−44.4% | Reduced |
| Bartlett & Co. LLC | 1,400 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $39.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,851 | $52.1K | 0.00% | +958+107.3% | Added |
| Archer Investment Corp | 1,830 | $52.9K | 0.02% | +1,830 | New |
| Simplex Trading, LLC | 1,995 | $56.0K | 0.00% | +1,995 | New |
| US Asset Management LLC | 2,531 | $71.0K | 0.07% | −34−1.3% | Reduced |
| Quadrant Capital Group LLC | 2,691 | $75.8K | 0.01% | +816+43.5% | Added |
| DuPont Capital Management Corp | 2,719 | $76.6K | 0.00% | −18,818−87.4% | Reduced |
| Meeder Asset Management Inc | 2,739 | $77.1K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,894 | $110.0K | 0.00% | +1,947+100.0% | Added |
| Counterpoint Mutual Funds LLC | 3,911 | $110.1K | 0.10% | +3,911 | New |
| Advisor Group Holdings, Inc. | 4,561 | $128.5K | 0.00% | +958+26.6% | Added |
| GWM Advisors LLC | 5,343 | $150.5K | 0.00% | +330+6.6% | Added |
| Energy Income Partners, LLC | 6,311 | $177.7K | 0.00% | +1,566+33.0% | Added |
| Metropolitan Life Insurance Co | 6,487 | $182.7K | 0.01% | −1,143−15.0% | Reduced |
| Walleye Trading LLC | 6,586 | $185.5K | 0.01% | +6,586 | New |
| Natixis | 7,100 | $199.9K | 0.00% | +7,100 | New |
| Profund Advisors LLC | 7,214 | $203.1K | 0.01% | −490−6.4% | Reduced |
| Public Employees Retirement System of Ohio | 7,574 | $213.0K | 0.00% | +737+10.8% | Added |
| Lazard Asset Management LLC | 7,621 | $214.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,720 | $217.4K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,817 | $220.1K | 0.01% | +7,817 | New |
| Advisor Partners II, LLC | 8,062 | $226.4K | 0.01% | −829−9.3% | Reduced |
| CFM Wealth Partners LLC | 8,209 | $231.2K | 0.06% | −2,000−19.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,587 | $241.8K | 0.00% | +208+2.5% | Added |
| Nokomis Capital, L.L.C. | 8,800 | $247.8K | 0.10% | +8,800 | New |
| Crossmark Global Holdings, Inc. | 8,958 | $253.0K | 0.01% | −12−0.1% | Reduced |
| SYSTM Wealth Solutions LLC | 9,377 | $264.1K | 0.04% | +1,155+14.0% | Added |
| Meritage Portfolio Management | 9,414 | $265.0K | 0.02% | −616−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 9,498 | $267.5K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 9,620 | $270.9K | 0.03% | +1,700+21.5% | Added |
| CWM Advisors, LLC | 9,658 | $272.0K | 0.03% | +2,888+42.7% | Added |
| Empirical Finance, LLC | 9,955 | $280.3K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,960 | $280.5K | 0.00% | −858−7.9% | Reduced |
| KBC Group NV | 9,990 | $281.0K | 0.00% | −599−5.7% | Reduced |
| CSS LLC | 10,000 | $281.6K | 0.02% | +10,000 | New |
| Duality Advisers, LP | 10,089 | $284.1K | 0.03% | +10,089 | New |
| Texas Yale Capital Corp. | 11,169 | $314.5K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,686 | $329.0K | 0.01% | −41−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 11,758 | $331.1K | 0.01% | −5,225−30.8% | Reduced |
| Aigen Investment Management, LP | 11,807 | $332.5K | 0.05% | +11,807 | New |
| Capital Counsel LLC | 11,905 | $335.2K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,436 | $350.2K | 0.00% | −5,067−28.9% | Reduced |