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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 109,068 | $3.07M | 0.01% | +61,223+128.0% | Added |
| Algert Global LLC | 109,392 | $3.08M | 0.15% | +109,392 | New |
| Texas Permanent School Fund | 111,217 | $3.13M | 0.03% | +27,570+33.0% | Added |
| HSBC Holdings PLC | 111,510 | $3.14M | 0.00% | −49,896−30.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 118,323 | $3.33M | 2.13% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 119,854 | $3.38M | 0.06% | +51,975+76.6% | Added |
| Great West Life Assurance Co | 120,831 | $3.40M | 0.01% | −13,232−9.9% | Reduced |
| 1492 Capital Management LLC | 125,222 | $3.53M | 2.18% | +18,942+17.8% | Added |
| Engineers Gate Manager LP | 129,324 | $3.64M | 0.15% | +100,929+355.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 130,019 | $3.66M | 0.03% | −1,400−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 139,360 | $3.92M | 0.03% | −1,105−0.8% | Reduced |
| Mutual of America Capital Management LLC | 143,307 | $4.04M | 0.05% | −5,886−3.9% | Reduced |
| Mariner, LLC | 143,561 | $4.04M | 0.01% | −60,268−29.6% | Reduced |
| Holocene Advisors, LP | 143,797 | $4.05M | 0.02% | +143,797 | New |
| California State Teachers Retirement System | 152,947 | $4.31M | 0.01% | −2,077−1.3% | Reduced |
| RE Advisers Corp | 153,300 | $4.32M | 0.12% | +40,200+35.5% | Added |
| Alliancebernstein L.P. | 159,360 | $4.49M | 0.00% | −18,123−10.2% | Reduced |
| Credit Suisse AG | 164,008 | $4.62M | 0.00% | +3,823+2.4% | Added |
| Wells Fargo & Company | 179,724 | $5.06M | 0.00% | −12,179−6.3% | Reduced |
| Citadel Advisors LLC | 188,127 | $5.30M | 0.01% | −190,575−50.3% | Reduced |
| UBS Group AG | 194,342 | $5.47M | 0.00% | +83,206+74.9% | Added |
| CoreCommodity Management, LLC | 195,623 | $5.51M | 1.57% | +97,009+98.4% | Added |
| New York State Teachers Retirement System | 196,452 | $5.53M | 0.01% | −1,590−0.8% | Reduced |
| Eagle Asset Management Inc | 197,363 | $5.56M | 0.03% | +32,356+19.6% | Added |
| Public Sector Pension Investment Board | 215,970 | $6.08M | 0.05% | −7,431−3.3% | Reduced |
| Citigroup Inc | 217,569 | $6.13M | 0.01% | −37,821−14.8% | Reduced |
| Thrivent Financial for Lutherans | 219,392 | $6.18M | 0.02% | −4,266−1.9% | Reduced |
| Evoke Wealth, LLC | 226,543 | $6.38M | 0.23% | 00.0% | Unchanged |
| LMR Partners LLP | 226,817 | $6.39M | 0.14% | +226,817 | New |
| Allspring Global Investments Holdings, LLC | 231,324 | $6.51M | 0.01% | +225,791+4,080.8% | Added |
| California Public Employees Retirement System | 232,033 | $6.53M | 0.01% | −71,452−23.5% | Reduced |
| Two Sigma Advisers, LP | 240,002 | $6.76M | 0.02% | −210,900−46.8% | Reduced |
| Ensign Peak Advisors, Inc | 243,115 | $6.85M | 0.01% | −14,223−5.5% | Reduced |
| Man Group plc | – | $7.15M | 0.03% | – | – |
| Swiss National Bank | 265,100 | $7.47M | 0.01% | −30,900−10.4% | Reduced |
| Hill City Capital, LP | 270,000 | $7.60M | 1.49% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 272,401 | $7.67M | 0.71% | +259,362+1,989.1% | Added |
| HITE Hedge Asset Management LLC | 272,964 | $7.69M | 0.57% | −332,594−54.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 292,000 | $8.22M | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 296,652 | $8.35M | 1.30% | +130,076+78.1% | Added |
| AQR Capital Management LLC | 298,979 | $8.42M | 0.02% | +51,566+20.8% | Added |
| Rafferty Asset Management, LLC | 302,698 | $8.52M | 0.06% | +56,799+23.1% | Added |
| Deutsche Bank AG | 305,601 | $8.61M | 0.00% | −45,876−13.1% | Reduced |
| Voloridge Investment Management, LLC | 311,293 | $8.77M | 0.04% | +311,293 | New |
| Russell Investments Group, Ltd. | 351,588 | $9.90M | 0.02% | −247,688−41.3% | Reduced |
| Alyeska Investment Group, L.P. | 357,649 | $10.1M | 0.09% | +235,967+193.9% | Added |
| Oslo Asset Management AS | 375,108 | $10.6M | 15.32% | +135,000+56.2% | Added |
| Raymond James & Associates | 393,669 | $11.1M | 0.01% | +1,565+0.4% | Added |
| Susquehanna International Group, LLP | 394,764 | $11.1M | 0.02% | +336,134+573.3% | Added |
| Glenmede Trust Co NA | 398,464 | $11.2M | 0.06% | +4,500+1.1% | Added |
| Rhumbline Advisers | 407,919 | $11.5M | 0.01% | +20,789+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 413,365 | $11.6M | 0.02% | −138,476−25.1% | Reduced |
| Walleye Capital LLC | 419,842 | $11.8M | 0.24% | +419,842 | New |
| Legal & General Group Plc | 421,555 | $11.9M | 0.00% | −4,599−1.1% | Reduced |
| Squarepoint Ops LLC | 426,611 | $12.0M | 0.08% | −25,821−5.7% | Reduced |
| Macquarie Group Ltd | 438,426 | $12.3M | 0.01% | −264,513−37.6% | Reduced |
| FMR LLC | 464,922 | $13.1M | 0.00% | −65,598−12.4% | Reduced |
| Barclays PLC | 507,855 | $14.3M | 0.01% | +139,254+37.8% | Added |
| BNP Paribas Arbitrage, SA | 508,999 | $14.3M | 0.03% | +6,711+1.3% | Added |
| Prudential Financial Inc | 509,993 | $14.4M | 0.02% | +132,014+34.9% | Added |
| Hodges Capital Management Inc. | 291,036 | $15.3M | 1.25% | −251,817−46.4% | Reduced |
| Bank of America Corp | 568,338 | $16.0M | 0.00% | +26,527+4.9% | Added |
| Nuveen Asset Management, LLC | 587,833 | $16.6M | 0.01% | +76,774+15.0% | Added |
| TimesSquare Capital Management, LLC | 624,440 | $17.6M | 0.26% | −112,990−15.3% | Reduced |
| Palisade Capital Management LLC | 633,368 | $17.8M | 0.48% | +18,206+3.0% | Added |
| Assenagon Asset Management S.A. | 657,033 | $18.5M | 0.07% | −779,327−54.3% | Reduced |
| GW&K Investment Management, LLC | 730,938 | $20.6M | 0.20% | −391,662−34.9% | Reduced |
| Principal Financial Group Inc | 772,491 | $21.8M | 0.02% | −16,057−2.0% | Reduced |
| Ameriprise Financial Inc | 798,450 | $22.5M | 0.01% | −17,956−2.2% | Reduced |
| Wellington Management Group LLP | 819,543 | $23.1M | 0.00% | −1,561,866−65.6% | Reduced |
| Palo Duro Investment Partners, LP | 828,903 | $23.3M | 7.73% | +828,903 | New |
| Wedge Capital Management L L P | 860,133 | $24.2M | 0.41% | +100,538+13.2% | Added |
| Marshall Wace, LLP | 868,832 | $24.5M | 0.06% | −1,017,193−53.9% | Reduced |
| First Trust Advisors LP | 953,165 | $26.8M | 0.03% | +41,483+4.6% | Added |
| Morgan Stanley | 976,688 | $27.5M | 0.00% | +203,876+26.4% | Added |
| William Blair Investment Management, LLC | 1,018,926 | $28.7M | 0.10% | +3,150+0.3% | Added |
| Price T Rowe Associates Inc | 1,119,852 | $31.5M | 0.00% | −265,250−19.2% | Reduced |
| American Century Companies Inc | 1,327,058 | $37.4M | 0.03% | +270,058+25.5% | Added |
| Goldman Sachs Group Inc | 1,381,793 | $38.9M | 0.01% | −115,692−7.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,389,182 | $39.1M | 0.01% | +62,909+4.7% | Added |
| Pacer Advisors, Inc. | 1,391,886 | $39.2M | 0.17% | +571,731+69.7% | Added |
| Bank of New York Mellon Corp | 1,454,251 | $41.0M | 0.01% | −65,549−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,485,836 | $41.8M | 0.07% | +221,637+17.5% | Added |
| Northern Trust Corp | 1,521,768 | $42.9M | 0.01% | +7,271+0.5% | Added |
| Renaissance Technologies LLC | 1,565,100 | $44.1M | 0.06% | +27,500+1.8% | Added |
| Balyasny Asset Management LLC | 1,647,133 | $46.4M | 0.15% | +1,224,422+289.7% | Added |
| Invesco Ltd. | 1,895,072 | $53.4M | 0.01% | −1,456,721−43.5% | Reduced |
| Millennium Management LLC | 2,263,450 | $63.7M | 0.07% | +871,590+62.6% | Added |
| Geode Capital Management, LLC | 2,277,349 | $64.1M | 0.01% | +79,806+3.6% | Added |
| River Road Asset Management, LLC | 2,315,048 | $65.2M | 0.89% | +235,666+11.3% | Added |
| JPMorgan Chase & Co | 2,427,419 | $68.4M | 0.01% | −179,873−6.9% | Reduced |
| Frontier Capital Management Co LLC | 2,963,769 | $83.5M | 0.86% | +381,864+14.8% | Added |
| Dimensional Fund Advisors LP | 4,203,971 | $118.4M | 0.04% | +283,649+7.2% | Added |
| State Street Corp | 6,800,519 | $191.5M | 0.01% | +122,878+1.8% | Added |
| Vanguard Group Inc | 15,516,332 | $436.9M | 0.01% | −83,555−0.5% | Reduced |
| BlackRock Inc. | 20,351,595 | $573.1M | 0.02% | −204,137−1.0% | Reduced |
| Advisory Research Inc | 0 | $0 | 0.00% | −1,401,845−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −442,031−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −307,878−100.0% | Sold out |