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 |
|---|---|---|---|---|---|
| Prudential PLC | 12,727 | $358.4K | 0.00% | −2,363−15.7% | Reduced |
| Cubic Asset Management, LLC | 13,095 | $368.8K | 0.10% | +13,095 | New |
| Gotham Asset Management, LLC | 13,353 | $376.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 13,714 | $386.2K | 0.03% | −90−0.7% | Reduced |
| Cipher Capital LP | 13,902 | $391.5K | 0.07% | +7,640+122.0% | Added |
| Verition Fund Management LLC | 14,266 | $401.7K | 0.01% | −28,509−66.6% | Reduced |
| Tower Research Capital LLC (TRC) | 14,272 | $402.0K | 0.01% | +13,740+2,582.7% | Added |
| First Hawaiian Bank | 14,500 | $408.3K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 14,871 | $418.8K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,000 | $422.4K | 0.04% | −79−0.5% | Reduced |
| Bailard, Inc. | 15,400 | $433.7K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 15,404 | $434.0K | 0.00% | +11,386+283.4% | Added |
| Jefferies Financial Group Inc. | 15,588 | $439.0K | 0.01% | +15,588 | New |
| American Trust | 15,782 | $444.4K | 0.03% | +1,289+8.9% | Added |
| Summit Global Investments | 15,900 | $448.0K | 0.03% | +15,900 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $462.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 16,487 | $464.3K | 0.00% | +16,487 | New |
| JustInvest LLC | 16,488 | $464.3K | 0.02% | +8,464+105.5% | Added |
| ProShare Advisors LLC | 17,607 | $495.8K | 0.00% | −1,561−8.1% | Reduced |
| Sippican Capital Advisors | 17,670 | $497.6K | 0.48% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 19,600 | $551.9K | 0.01% | −7,700−28.2% | Reduced |
| First Republic Investment Management, Inc. | 19,616 | $552.4K | 0.00% | −6,819−25.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,742 | $555.9K | 0.00% | +1,588+8.7% | Added |
| DekaBank Deutsche Girozentrale | 21,700 | $599.0K | 0.00% | −11,400−34.4% | Reduced |
| Cerity Partners LLC | 21,516 | $605.9K | 0.00% | +138+0.6% | Added |
| Aj Wealth Strategies, LLC | 22,321 | $628.6K | 0.03% | +106+0.5% | Added |
| The PNC Financial Services Group, Inc. | 22,878 | $644.2K | 0.00% | +12,031+110.9% | Added |
| Empowered Funds, LLC | 23,163 | $652.3K | 0.04% | −369−1.6% | Reduced |
| Gsa Capital Partners LLP | 24,451 | $689.0K | 0.07% | +24,451 | New |
| Exchange Traded Concepts, LLC | 25,048 | $705.4K | 0.02% | +25,048 | New |
| Jacobs Levy Equity Management, Inc | 26,589 | $748.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 26,735 | $753.0K | 0.07% | −21,894−45.0% | Reduced |
| Affinity Investment Advisors, LLC | 27,414 | $772.0K | 0.41% | 00.0% | Unchanged |
| TD Asset Management Inc | 27,900 | $785.7K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,517 | $831.0K | 0.00% | +5,554+23.2% | Added |
| Winton Group Ltd | 29,565 | $832.5K | 0.05% | +8,448+40.0% | Added |
| Ellevest, Inc. | 30,392 | $855.8K | 0.07% | +16,036+111.7% | Added |
| STRS Ohio | 32,000 | $901.0K | 0.00% | +1,100+3.6% | Added |
| Brinker Capital Investments, LLC | 32,381 | $911.9K | 0.01% | −15,742−32.7% | Reduced |
| Orion Portfolio Solutions, LLC | 32,381 | $911.9K | 0.01% | +32,381 | New |
| Franklin Resources Inc | 34,489 | $971.2K | 0.00% | +1,577+4.8% | Added |
| State of Wisconsin Investment Board | 34,565 | $973.4K | 0.00% | +19,283+126.2% | Added |
| Arizona State Retirement System | 35,580 | $1.00M | 0.01% | +987+2.9% | Added |
| Royal Bank of Canada | 35,736 | $1.01M | 0.00% | −25,374−41.5% | Reduced |
| Adams Wealth Management | 36,933 | $1.04M | 0.34% | +18,317+98.4% | Added |
| Teachers Retirement System of the State of Kentucky | 37,603 | $1.06M | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 37,865 | $1.07M | 0.05% | +317+0.8% | Added |
| Guggenheim Capital LLC | 37,884 | $1.07M | 0.01% | +4,144+12.3% | Added |
| Insight Wealth Strategies, LLC | 38,600 | $1.09M | 0.21% | +2,315+6.4% | Added |
| TCI Wealth Advisors, Inc. | 39,071 | $1.10M | 0.14% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 39,462 | $1.11M | 0.01% | −1,348−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 39,706 | $1.12M | 0.13% | +24,182+155.8% | Added |
| ExodusPoint Capital Management, LP | 40,201 | $1.13M | 0.01% | +12,039+42.7% | Added |
| Schroder Investment Management Group | 40,233 | $1.13M | 0.00% | +40,233 | New |
| Globeflex Capital L P | 40,410 | $1.14M | 0.14% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 41,507 | $1.17M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 41,417 | $1.24M | 0.00% | −67,915−62.1% | Reduced |
| Toroso Investments, LLC | 45,565 | $1.28M | 0.04% | +45,565 | New |
| Ethic Inc. | 45,601 | $1.28M | 0.05% | +24,759+118.8% | Added |
| Truist Financial Corp | 46,796 | $1.32M | 0.00% | −22,974−32.9% | Reduced |
| Manufacturers Life Insurance Company, The | 49,072 | $1.38M | 0.00% | +248+0.5% | Added |
| Maryland State Retirement & Pension System | 49,451 | $1.39M | 0.03% | −1,233−2.4% | Reduced |
| Teacher Retirement System of Texas | 49,797 | $1.40M | 0.01% | −5,604−10.1% | Reduced |
| Creative Planning | 49,880 | $1.40M | 0.00% | −14,276−22.3% | Reduced |
| First National Bank of Omaha | 51,247 | $1.44M | 0.09% | +11,125+27.7% | Added |
| Quadrature Capital Ltd | 51,815 | $1.46M | 0.04% | +51,815 | New |
| Los Angeles Capital Management LLC | 52,367 | $1.47M | 0.01% | +5,382+11.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 52,879 | $1.49M | 0.00% | −1,194−2.2% | Reduced |
| Royce & Associates LP | 53,658 | $1.51M | 0.02% | +27,332+103.8% | Added |
| Putnam Investments LLC | 54,172 | $1.53M | 0.00% | −211,713−79.6% | Reduced |
| Amalgamated Bank | 56,297 | $1.58M | 0.01% | −3,400−5.7% | Reduced |
| US Bancorp | 56,464 | $1.59M | 0.00% | +8,382+17.4% | Added |
| Louisiana State Employees Retirement System | 57,200 | $1.61M | 0.04% | −1,100−1.9% | Reduced |
| Janus Henderson Group PLC | 58,291 | $1.64M | 0.00% | +33,773+137.7% | Added |
| Mercer Global Advisors Inc | 63,939 | $1.80M | 0.01% | +5,793+10.0% | Added |
| MetLife Investment Management | 63,984 | $1.80M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 65,416 | $1.84M | 0.00% | +22,790+53.5% | Added |
| American International Group, Inc. | 66,237 | $1.87M | 0.01% | +282+0.4% | Added |
| Yaupon Capital Management LP | 70,949 | $2.00M | 0.31% | −72,702−50.6% | Reduced |
| Canada Pension Plan Investment Board | 72,200 | $2.03M | 0.00% | +34,700+92.5% | Added |
| Yousif Capital Management, LLC | 72,598 | $2.04M | 0.03% | −9,015−11.0% | Reduced |
| CI Private Wealth, LLC | 73,046 | $2.06M | 0.01% | +8,409+13.0% | Added |
| TownSquare Capital, LLC | 75,137 | $2.12M | 0.05% | +370.0% | Added |
| DFPG Investments, LLC | 75,210 | $2.12M | 0.23% | +210+0.3% | Added |
| Verdence Capital Advisors LLC | 77,771 | $2.19M | 0.26% | +39,946+105.6% | Added |
| State of New Jersey Common Pension Fund D | 80,024 | $2.25M | 0.01% | +8,425+11.8% | Added |
| Tocqueville Asset Management L.P. | 80,700 | $2.27M | 0.04% | −257,700−76.2% | Reduced |
| State of Alaska, Department of Revenue | 84,058 | $2.37M | 0.03% | −1,449−1.7% | Reduced |
| Boston Partners | 85,742 | $2.41M | 0.00% | −32,367−27.4% | Reduced |
| Numerai GP LLC | 87,410 | $2.46M | 0.82% | +87,410 | New |
| Voya Investment Management LLC | 87,910 | $2.48M | 0.00% | −240.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 89,600 | $2.52M | 0.40% | +8,000+9.8% | Added |
| First Eagle Investment Management, LLC | 91,178 | $2.57M | 0.01% | +52,533+135.9% | Added |
| State of Tennessee, Treasury Department | 94,079 | $2.65M | 0.01% | −2,943−3.0% | Reduced |
| Colony Group LLC | 94,550 | $2.66M | 0.04% | +25,778+37.5% | Added |
| UBS Asset Management Americas Inc | 97,639 | $2.75M | 0.00% | −1,927−1.9% | Reduced |
| Victory Capital Management Inc | 99,295 | $2.80M | 0.00% | −24,497−19.8% | Reduced |
| Ergoteles LLC | 100,475 | $2.83M | 0.11% | +64,832+181.9% | Added |
| Envestnet Asset Management Inc | 208,333 | $2.89M | 0.00% | +116,519+126.9% | Added |
| Greenland Capital Management LP | 102,815 | $2.90M | 0.35% | −38,146−27.1% | Reduced |