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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in SM Energy Co as of Jun 30, 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
- 309
- +13 vs. Q1 2023
- Shares held
- 108.7M
- +1.23M (+1.1%) vs. Q1 2023
- Total value
- $3.44B
- +$399.4M (+13.1%) vs. Q1 2023
- New holders
- 48
- 119 more added
- Sold out
- 35
- 101 more reduced
Compare with Q1 2023: 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 | 498 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 21,425,526 | $677.7M | 0.02% | +1,073,931+5.3% | Added |
| Vanguard Group Inc | 14,921,087 | $472.0M | 0.01% | −595,245−3.8% | Reduced |
| State Street Corp | 6,641,786 | $210.1M | 0.01% | −158,733−2.3% | Reduced |
| Dimensional Fund Advisors LP | 4,279,379 | $135.4M | 0.04% | +75,408+1.8% | Added |
| Frontier Capital Management Co LLC | 3,414,656 | $108.0M | 1.03% | +450,887+15.2% | Added |
| Geode Capital Management, LLC | 2,360,162 | $74.7M | 0.01% | +82,813+3.6% | Added |
| River Road Asset Management, LLC | 2,339,347 | $74.0M | 1.02% | +24,299+1.0% | Added |
| Millennium Management LLC | 2,253,592 | $71.3M | 0.08% | −9,858−0.4% | Reduced |
| JPMorgan Chase & Co | 1,940,101 | $61.4M | 0.01% | −487,318−20.1% | Reduced |
| Pacer Advisors, Inc. | 1,671,663 | $52.9M | 0.21% | +279,777+20.1% | Added |
| Renaissance Technologies LLC | 1,618,700 | $51.2M | 0.07% | +53,600+3.4% | Added |
| Goldman Sachs Group Inc | 1,582,561 | $50.1M | 0.01% | +200,768+14.5% | Added |
| D. E. Shaw & Co., Inc. | 1,476,593 | $46.7M | 0.07% | −9,243−0.6% | Reduced |
| American Century Companies Inc | 1,463,727 | $46.3M | 0.03% | +136,669+10.3% | Added |
| Charles Schwab Investment Management Inc | 1,461,097 | $46.2M | 0.01% | +71,915+5.2% | Added |
| Bank of New York Mellon Corp | 1,433,111 | $45.3M | 0.01% | −21,140−1.5% | Reduced |
| Northern Trust Corp | 1,392,635 | $44.0M | 0.01% | −129,133−8.5% | Reduced |
| Balyasny Asset Management LLC | 1,280,709 | $40.5M | 0.11% | −366,424−22.2% | Reduced |
| Invesco Ltd. | 1,189,023 | $37.6M | 0.01% | −706,049−37.3% | Reduced |
| William Blair Investment Management, LLC | 1,109,726 | $35.1M | 0.11% | +90,800+8.9% | Added |
| Price T Rowe Associates Inc | 1,016,262 | $32.1M | 0.00% | −103,590−9.3% | Reduced |
| Palisade Capital Management LLC | 960,616 | $30.4M | 0.81% | +327,248+51.7% | Added |
| First Trust Advisors LP | 940,381 | $29.7M | 0.03% | −12,784−1.3% | Reduced |
| Morgan Stanley | 906,355 | $28.7M | 0.00% | −70,333−7.2% | Reduced |
| Wellington Management Group LLP | 851,101 | $26.9M | 0.01% | +31,558+3.9% | Added |
| Ameriprise Financial Inc | 805,079 | $25.5M | 0.01% | +6,629+0.8% | Added |
| Citadel Advisors LLC | 747,144 | $23.6M | 0.03% | +559,017+297.1% | Added |
| GW&K Investment Management, LLC | 735,116 | $23.3M | 0.22% | +4,178+0.6% | Added |
| Principal Financial Group Inc | 716,351 | $22.7M | 0.02% | −56,140−7.3% | Reduced |
| Bank of America Corp | 692,772 | $21.9M | 0.00% | +124,434+21.9% | Added |
| Nuveen Asset Management, LLC | 685,756 | $21.7M | 0.01% | +97,923+16.7% | Added |
| Marshall Wace, LLP | 677,338 | $21.4M | 0.05% | −191,494−22.0% | Reduced |
| FMR LLC | 673,456 | $21.3M | 0.00% | +208,534+44.9% | Added |
| Hodges Capital Management Inc. | 444,371 | $21.0M | 1.23% | +153,335+52.7% | Added |
| Aventail Capital Group, LP | 662,521 | $21.0M | 2.13% | +662,521 | New |
| Wedge Capital Management L L P | 608,351 | $19.2M | 0.31% | −251,782−29.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 547,297 | $17.3M | 0.03% | +315,973+136.6% | Added |
| PointState Capital LP | 545,083 | $17.2M | 0.66% | +545,083 | New |
| Barclays PLC | 534,599 | $16.9M | 0.01% | +26,744+5.3% | Added |
| Prudential Financial Inc | 499,892 | $15.8M | 0.02% | −10,101−2.0% | Reduced |
| SIR Capital Management, L.P. | 491,300 | $15.5M | 1.70% | +491,300 | New |
| Arrowstreet Capital, Limited Partnership | 476,087 | $15.1M | 0.02% | +62,722+15.2% | Added |
| Voloridge Investment Management, LLC | 439,660 | $13.9M | 0.07% | +128,367+41.2% | Added |
| Macquarie Group Ltd | 433,357 | $13.7M | 0.02% | −5,069−1.2% | Reduced |
| Rhumbline Advisers | 427,863 | $13.5M | 0.02% | +19,944+4.9% | Added |
| Legal & General Group Plc | 407,299 | $12.9M | 0.00% | −14,256−3.4% | Reduced |
| Oslo Asset Management AS | 405,108 | $12.8M | 17.59% | +30,000+8.0% | Added |
| BNP Paribas Arbitrage, SA | 385,929 | $12.2M | 0.02% | −123,070−24.2% | Reduced |
| HITE Hedge Asset Management LLC | 373,458 | $11.8M | 1.36% | +100,494+36.8% | Added |
| Tributary Capital Management, LLC | 364,140 | $11.5M | 1.03% | +91,739+33.7% | Added |
| Glenmede Trust Co NA | 399,212 | $11.3M | 0.06% | +748+0.2% | Added |
| Russell Investments Group, Ltd. | 341,566 | $10.8M | 0.02% | −10,022−2.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 310,424 | $9.82M | 1.53% | +13,772+4.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 299,569 | $9.48M | 0.05% | +283,082+1,717.0% | Added |
| Algert Global LLC | 281,037 | $8.89M | 0.39% | +171,645+156.9% | Added |
| Eagle Asset Management Inc | 265,653 | $8.40M | 0.05% | +68,290+34.6% | Added |
| Swiss National Bank | 262,400 | $8.30M | 0.01% | −2,700−1.0% | Reduced |
| Envestnet Asset Management Inc | 261,389 | $8.27M | 0.00% | +53,056+25.5% | Added |
| Susquehanna International Group, LLP | 258,580 | $8.18M | 0.01% | −136,184−34.5% | Reduced |
| Alyeska Investment Group, L.P. | 257,205 | $8.14M | 0.06% | −100,444−28.1% | Reduced |
| Citigroup Inc | 247,562 | $7.83M | 0.01% | +29,993+13.8% | Added |
| Rafferty Asset Management, LLC | 241,218 | $7.63M | 0.04% | −61,480−20.3% | Reduced |
| California Public Employees Retirement System | 233,724 | $7.39M | 0.01% | +1,691+0.7% | Added |
| Walleye Capital LLC | 233,541 | $7.39M | 0.13% | −186,301−44.4% | Reduced |
| AQR Capital Management LLC | 226,231 | $7.16M | 0.02% | −72,748−24.3% | Reduced |
| Raymond James & Associates | 224,651 | $7.11M | 0.01% | −169,018−42.9% | Reduced |
| Cinctive Capital Management LP | 223,303 | $7.06M | 0.28% | +223,303 | New |
| Evoke Wealth, LLC | 223,014 | $7.05M | 0.25% | −3,529−1.6% | Reduced |
| Baird Financial Group, Inc. | 218,037 | $6.90M | 0.02% | +218,037 | New |
| Deutsche Bank AG | 213,969 | $6.77M | 0.00% | −91,632−30.0% | Reduced |
| Public Sector Pension Investment Board | 213,922 | $6.77M | 0.05% | −2,048−0.9% | Reduced |
| Thrivent Financial for Lutherans | 208,416 | $6.59M | 0.02% | −10,976−5.0% | Reduced |
| UBS Group AG | 198,000 | $6.26M | 0.00% | +3,658+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 195,839 | $6.19M | 0.03% | −96,161−32.9% | Reduced |
| New York State Teachers Retirement System | 194,393 | $6.15M | 0.01% | −2,059−1.0% | Reduced |
| HSBC Holdings PLC | 192,910 | $6.12M | 0.01% | +81,400+73.0% | Added |
| CoreCommodity Management, LLC | 186,801 | $5.91M | 1.74% | −8,822−4.5% | Reduced |
| Holocene Advisors, LP | 186,085 | $5.89M | 0.03% | +42,288+29.4% | Added |
| Putnam Investments LLC | 185,061 | $5.85M | 0.01% | +130,889+241.6% | Added |
| Wells Fargo & Company | 167,582 | $5.30M | 0.00% | −12,142−6.8% | Reduced |
| Alliancebernstein L.P. | 155,260 | $4.91M | 0.00% | −4,100−2.6% | Reduced |
| RE Advisers Corp | 153,300 | $4.85M | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 150,338 | $4.76M | 0.01% | +6,777+4.7% | Added |
| California State Teachers Retirement System | 146,014 | $4.62M | 0.01% | −6,933−4.5% | Reduced |
| Man Group plc | 142,607 | $4.51M | 0.01% | – | – |
| Credit Suisse AG | 141,303 | $4.47M | 0.00% | −22,705−13.8% | Reduced |
| Royal Bank of Canada | 138,763 | $4.39M | 0.00% | +103,027+288.3% | Added |
| 1492 Capital Management LLC | – | $4.38M | 2.55% | – | – |
| Nisa Investment Advisors, LLC | 137,965 | $4.36M | 0.03% | −1,395−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 136,230 | $4.31M | 0.03% | +6,211+4.8% | Added |
| Federated Hermes, Inc. | 128,052 | $4.05M | 0.01% | +18,984+17.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 125,400 | $3.97M | 0.09% | +125,400 | New |
| First Eagle Investment Management, LLC | 122,178 | $3.86M | 0.01% | +31,000+34.0% | Added |
| Thomist Capital Management, LP | 119,552 | $3.74M | 2.37% | +119,552 | New |
| Tanglewood Legacy Advisors, LLC | 118,323 | $3.74M | 2.16% | 00.0% | Unchanged |
| Clark Estates Inc | 118,000 | $3.73M | 0.63% | +118,000 | New |
| Capital Fund Management S.A. | 112,951 | $3.57M | 0.06% | +112,951 | New |
| Great West Life Assurance Co | 108,985 | $3.45M | 0.01% | −11,846−9.8% | Reduced |
| Texas Permanent School Fund | 106,115 | $3.36M | 0.03% | −5,102−4.6% | Reduced |
| Victory Capital Management Inc | 99,867 | $3.16M | 0.00% | +572+0.6% | Added |