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