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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.

Q2 2023 vs. Q1 2023

How the institutions holding SM Energy Co changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of SM: Q1 2023 compared with Q2 2023
MeasureQ1 2023Q2 2023Change
Holders296309+13
Shares107.5M108.7M+1.23M (+1.1%)
Value$3.04B$3.44B+$399.4M (+13.1%)

New holders (48)

Institutions that held SM Energy Co at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to SM in Q2 2023
InstitutionSharesValue% of portfolio
Aventail Capital Group, LP662,521$21.0M2.13%
PointState Capital LP545,083$17.2M0.66%
SIR Capital Management, L.P.491,300$15.5M1.70%
Cinctive Capital Management LP223,303$7.06M0.28%
Baird Financial Group, Inc.218,037$6.90M0.02%
Weiss Multi-Strategy Advisers LLC125,400$3.97M0.09%
Thomist Capital Management, LP119,552$3.74M2.37%
Clark Estates Inc118,000$3.73M0.63%
Capital Fund Management S.A.112,951$3.57M0.06%
EA Series Trust97,522$3.08M0.11%
Connors Investor Services Inc84,295$2.67M0.30%
Trexquant Investment LP81,611$2.58M0.07%
Sendero Wealth Management, LLC46,008$1.46M0.32%
Cresset Asset Management, LLC41,827$1.32M0.01%
Cobalt Capital Management, Inc.40,000$1.27M0.49%
Neo Ivy Capital Management37,662$1.19M0.63%
Edgestream Partners, L.P.36,069$1.14M0.10%
Ironwood Investment Management LLC34,190$1.08M0.62%
Illinois Municipal Retirement Fund20,542$650.0K0.01%
Jane Street Group, LLC18,757$593.3K0.00%
Martingale Asset Management L P17,770$562.1K0.01%
Bayesian Capital Management, LP16,032$507.1K0.05%
Brevan Howard Capital Management LP13,383$423.3K0.08%
Gallacher Capital Management LLC12,916$408.5K0.24%
Centiva Capital, LP12,700$401.7K0.02%
Pitcairn Co10,101$319.5K0.03%
Cim Investment Mangement Inc9,388$296.9K0.10%
HighTower Advisors, LLC9,204$292.0K0.00%
LPL Financial LLC8,808$278.6K0.00%
Mitsubishi UFJ Trust & Banking Corp8,763$277.2K0.00%
Inceptionr LLC8,580$271.4K0.14%
Paragon Capital Management Ltd8,449$267.2K0.06%
CAPROCK Group, Inc.7,898$249.8K0.02%
Neuberger Berman Group LLC7,502$237.3K0.00%
Headlands Technologies LLC7,493$237.0K0.08%
Vident Investment Advisory, LLC7,407$234.3K0.01%
Xponance, Inc.7,091$224.3K0.00%
Pearl River Capital, LLC6,654$210.5K0.03%
Bollard Group LLC302$10.0K0.00%
Coppell Advisory Solutions LLC87$2.72K0.00%
GoalVest Advisory LLC75$2.37K0.00%
Motco41$1.30K0.00%
Avion Wealth37$1.00K0.00%
Clearview Wealth Advisors LLC30$9490.00%
SJS Investment Consulting Inc.20$6330.00%
Cornerstone Planning Group LLC16$5060.00%
Abound Wealth Management14$4430.00%
Comerica Bank352,598$00.00%

Sold out (35)

Institutions that held SM Energy Co at the end of Q1 2023 and filed for Q2 2023 without it.