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 |
|---|---|---|---|---|---|
| Wexford Capital LP | 0 | $0 | 0.00% | −226,785−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −141,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −111,985−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −107,592−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −91,400−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −90,357−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −87,013−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −80,406−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −73,250−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −71,842−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −69,872−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −51,946−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −51,269−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −51,139−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −39,964−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −32,300−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −31,569−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −26,305−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −25,864−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −23,826−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,582−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −19,754−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −18,074−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −17,599−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −16,687−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,974−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −13,382−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,974−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −11,886−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −11,360−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,002−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,977−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,084−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,839−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,135−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,976−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −7,869−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −7,706−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −7,601−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −7,485−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Ironwood Investment Management LLC | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −6,345−100.0% | Sold out |
| Auxier Asset Management | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,228−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,162−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,965−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,790−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −5,705−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Monarch Partners Asset Management LLC | – | – | – | – | Not filed |
| Delphi Management Inc | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |