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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 97,639 | $2.75M | 0.00% | −1,927−1.9% | Reduced |
| Colony Group LLC | 94,550 | $2.66M | 0.04% | +25,778+37.5% | Added |
| State of Tennessee, Treasury Department | 94,079 | $2.65M | 0.01% | −2,943−3.0% | Reduced |
| First Eagle Investment Management, LLC | 91,178 | $2.57M | 0.01% | +52,533+135.9% | Added |
| Hussman Strategic Advisors, Inc. | 89,600 | $2.52M | 0.40% | +8,000+9.8% | Added |
| Voya Investment Management LLC | 87,910 | $2.48M | 0.00% | −240.0% | Reduced |
| Numerai GP LLC | 87,410 | $2.46M | 0.82% | +87,410 | New |
| Boston Partners | 85,742 | $2.41M | 0.00% | −32,367−27.4% | Reduced |
| State of Alaska, Department of Revenue | 84,058 | $2.37M | 0.03% | −1,449−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 80,700 | $2.27M | 0.04% | −257,700−76.2% | Reduced |
| State of New Jersey Common Pension Fund D | 80,024 | $2.25M | 0.01% | +8,425+11.8% | Added |
| Verdence Capital Advisors LLC | 77,771 | $2.19M | 0.26% | +39,946+105.6% | Added |
| DFPG Investments, LLC | 75,210 | $2.12M | 0.23% | +210+0.3% | Added |
| TownSquare Capital, LLC | 75,137 | $2.12M | 0.05% | +370.0% | Added |
| CI Private Wealth, LLC | 73,046 | $2.06M | 0.01% | +8,409+13.0% | Added |
| Yousif Capital Management, LLC | 72,598 | $2.04M | 0.03% | −9,015−11.0% | Reduced |
| Canada Pension Plan Investment Board | 72,200 | $2.03M | 0.00% | +34,700+92.5% | Added |
| Yaupon Capital Management LP | 70,949 | $2.00M | 0.31% | −72,702−50.6% | Reduced |
| American International Group, Inc. | 66,237 | $1.87M | 0.01% | +282+0.4% | Added |
| SEI Investments Co | 65,416 | $1.84M | 0.00% | +22,790+53.5% | Added |
| MetLife Investment Management | 63,984 | $1.80M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 63,939 | $1.80M | 0.01% | +5,793+10.0% | Added |
| Janus Henderson Group PLC | 58,291 | $1.64M | 0.00% | +33,773+137.7% | Added |
| Louisiana State Employees Retirement System | 57,200 | $1.61M | 0.04% | −1,100−1.9% | Reduced |
| US Bancorp | 56,464 | $1.59M | 0.00% | +8,382+17.4% | Added |
| Amalgamated Bank | 56,297 | $1.58M | 0.01% | −3,400−5.7% | Reduced |
| Putnam Investments LLC | 54,172 | $1.53M | 0.00% | −211,713−79.6% | Reduced |
| Royce & Associates LP | 53,658 | $1.51M | 0.02% | +27,332+103.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 52,879 | $1.49M | 0.00% | −1,194−2.2% | Reduced |
| Los Angeles Capital Management LLC | 52,367 | $1.47M | 0.01% | +5,382+11.5% | Added |
| Quadrature Capital Ltd | 51,815 | $1.46M | 0.04% | +51,815 | New |
| First National Bank of Omaha | 51,247 | $1.44M | 0.09% | +11,125+27.7% | Added |
| Creative Planning | 49,880 | $1.40M | 0.00% | −14,276−22.3% | Reduced |
| Teacher Retirement System of Texas | 49,797 | $1.40M | 0.01% | −5,604−10.1% | Reduced |
| Maryland State Retirement & Pension System | 49,451 | $1.39M | 0.03% | −1,233−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 49,072 | $1.38M | 0.00% | +248+0.5% | Added |
| Truist Financial Corp | 46,796 | $1.32M | 0.00% | −22,974−32.9% | Reduced |
| Ethic Inc. | 45,601 | $1.28M | 0.05% | +24,759+118.8% | Added |
| Toroso Investments, LLC | 45,565 | $1.28M | 0.04% | +45,565 | New |
| Bank of Montreal | 41,417 | $1.24M | 0.00% | −67,915−62.1% | Reduced |
| State Board of Administration of Florida Retirement System | 41,507 | $1.17M | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 40,410 | $1.14M | 0.14% | 00.0% | Unchanged |
| Schroder Investment Management Group | 40,233 | $1.13M | 0.00% | +40,233 | New |
| ExodusPoint Capital Management, LP | 40,201 | $1.13M | 0.01% | +12,039+42.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 39,706 | $1.12M | 0.13% | +24,182+155.8% | Added |
| Oregon Public Employees Retirement Fund | 39,462 | $1.11M | 0.01% | −1,348−3.3% | Reduced |
| TCI Wealth Advisors, Inc. | 39,071 | $1.10M | 0.14% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 38,600 | $1.09M | 0.21% | +2,315+6.4% | Added |
| Guggenheim Capital LLC | 37,884 | $1.07M | 0.01% | +4,144+12.3% | Added |
| Waldron Private Wealth LLC | 37,865 | $1.07M | 0.05% | +317+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 37,603 | $1.06M | 0.01% | 00.0% | Unchanged |
| Adams Wealth Management | 36,933 | $1.04M | 0.34% | +18,317+98.4% | Added |
| Royal Bank of Canada | 35,736 | $1.01M | 0.00% | −25,374−41.5% | Reduced |
| Arizona State Retirement System | 35,580 | $1.00M | 0.01% | +987+2.9% | Added |
| State of Wisconsin Investment Board | 34,565 | $973.4K | 0.00% | +19,283+126.2% | Added |
| Franklin Resources Inc | 34,489 | $971.2K | 0.00% | +1,577+4.8% | 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 |
| STRS Ohio | 32,000 | $901.0K | 0.00% | +1,100+3.6% | Added |
| Ellevest, Inc. | 30,392 | $855.8K | 0.07% | +16,036+111.7% | Added |
| Winton Group Ltd | 29,565 | $832.5K | 0.05% | +8,448+40.0% | Added |
| Natixis Advisors, L.P. | 29,517 | $831.0K | 0.00% | +5,554+23.2% | Added |
| TD Asset Management Inc | 27,900 | $785.7K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 27,414 | $772.0K | 0.41% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 26,735 | $753.0K | 0.07% | −21,894−45.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,589 | $748.7K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 25,048 | $705.4K | 0.02% | +25,048 | New |
| Gsa Capital Partners LLP | 24,451 | $689.0K | 0.07% | +24,451 | New |
| Empowered Funds, LLC | 23,163 | $652.3K | 0.04% | −369−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 22,878 | $644.2K | 0.00% | +12,031+110.9% | Added |
| Aj Wealth Strategies, LLC | 22,321 | $628.6K | 0.03% | +106+0.5% | Added |
| Cerity Partners LLC | 21,516 | $605.9K | 0.00% | +138+0.6% | Added |
| DekaBank Deutsche Girozentrale | 21,700 | $599.0K | 0.00% | −11,400−34.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,742 | $555.9K | 0.00% | +1,588+8.7% | Added |
| First Republic Investment Management, Inc. | 19,616 | $552.4K | 0.00% | −6,819−25.8% | Reduced |
| Virginia Retirement Systems Et Al | 19,600 | $551.9K | 0.01% | −7,700−28.2% | Reduced |
| Sippican Capital Advisors | 17,670 | $497.6K | 0.48% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,607 | $495.8K | 0.00% | −1,561−8.1% | Reduced |
| JustInvest LLC | 16,488 | $464.3K | 0.02% | +8,464+105.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,487 | $464.3K | 0.00% | +16,487 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $462.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 15,900 | $448.0K | 0.03% | +15,900 | New |
| American Trust | 15,782 | $444.4K | 0.03% | +1,289+8.9% | Added |
| Jefferies Financial Group Inc. | 15,588 | $439.0K | 0.01% | +15,588 | New |
| Van Eck Associates Corp | 15,404 | $434.0K | 0.00% | +11,386+283.4% | Added |
| Bailard, Inc. | 15,400 | $433.7K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,000 | $422.4K | 0.04% | −79−0.5% | Reduced |
| Pictet Asset Management SA | 14,871 | $418.8K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,500 | $408.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,272 | $402.0K | 0.01% | +13,740+2,582.7% | Added |
| Verition Fund Management LLC | 14,266 | $401.7K | 0.01% | −28,509−66.6% | Reduced |
| Cipher Capital LP | 13,902 | $391.5K | 0.07% | +7,640+122.0% | Added |
| Cornerstone Investment Partners, LLC | 13,714 | $386.2K | 0.03% | −90−0.7% | Reduced |
| Gotham Asset Management, LLC | 13,353 | $376.0K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 13,095 | $368.8K | 0.10% | +13,095 | New |
| Prudential PLC | 12,727 | $358.4K | 0.00% | −2,363−15.7% | Reduced |
| Captrust Financial Advisors | 12,436 | $350.2K | 0.00% | −5,067−28.9% | Reduced |
| Capital Counsel LLC | 11,905 | $335.2K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 11,807 | $332.5K | 0.05% | +11,807 | New |
| Oppenheimer Asset Management Inc. | 11,758 | $331.1K | 0.01% | −5,225−30.8% | Reduced |