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 |
|---|---|---|---|---|---|
| Comerica Bank | 352,598 | $0 | 0.00% | +352,598 | New |
| Tfo-TDC, LLC | 5 | $158 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $190 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $221 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $443 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 16 | $506 | 0.00% | +11+220.0% | Added |
| Cornerstone Planning Group LLC | 16 | $506 | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 17 | $538 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $538 | 0.00% | +8+88.9% | Added |
| SJS Investment Consulting Inc. | 20 | $633 | 0.00% | +20 | New |
| RFP Financial Group LLC | 25 | $791 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $822 | 0.00% | −19−42.2% | Reduced |
| Proequities, Inc. | 27 | $854 | 0.00% | +8+42.1% | Added |
| Clearview Wealth Advisors LLC | 30 | $949 | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 24 | $1.00K | 0.00% | −68−73.9% | Reduced |
| Avion Wealth | 37 | $1.00K | 0.00% | +37 | New |
| Global Retirement Partners, LLC | 36 | $1.14K | 0.00% | −90−71.4% | Reduced |
| 25 LLC | 37 | $1.27K | 0.00% | +18+94.7% | Added |
| JFS Wealth Advisors, LLC | 41 | $1.30K | 0.00% | +25+156.3% | Added |
| Motco | 41 | $1.30K | 0.00% | +41 | New |
| Quent Capital, LLC | 53 | $1.67K | 0.00% | +1+1.9% | Added |
| Front Row Advisors LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $2.00K | 0.00% | +18+54.5% | Added |
| GoalVest Advisory LLC | 75 | $2.37K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 79 | $2.50K | 0.00% | −2−2.5% | Reduced |
| Bell Investment Advisors, Inc | 81 | $2.56K | 0.00% | −55−40.4% | Reduced |
| Coppell Advisory Solutions LLC | 87 | $2.72K | 0.00% | +87 | New |
| Farmers & Merchants Investments Inc | 88 | $2.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 98 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 131 | $4.14K | 0.00% | +25+23.6% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $4.75K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 185 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 209 | $6.00K | 0.00% | +99+90.0% | Added |
| Allworth Financial LP | 210 | $6.65K | 0.00% | +176+517.6% | Added |
| Huntington National Bank | 281 | $8.89K | 0.00% | +228+430.2% | Added |
| Covestor Ltd | 270 | $9.00K | 0.01% | −2−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 285 | $9.02K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 285 | $9.02K | 0.00% | +176+161.5% | Added |
| Parkside Financial Bank & Trust | 290 | $9.17K | 0.00% | +84+40.8% | Added |
| Cypress Capital Management LLC (WY) | 310 | $9.80K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 302 | $10.0K | 0.00% | +302 | New |
| Massmutual Trust Co FSB | 342 | $10.8K | 0.00% | +108+46.2% | Added |
| Parallel Advisors, LLC | 376 | $11.9K | 0.00% | −34−8.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $15.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $19.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 880 | $20.4K | 0.00% | +747+561.7% | Added |
| Larson Financial Group LLC | 680 | $21.5K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 742 | $23.5K | 0.02% | +615+484.3% | Added |
| Global Wealth Strategies & Associates | 749 | $23.7K | 0.01% | +4+0.5% | Added |
| Ci Investments Inc. | 789 | $25.0K | 0.00% | +123+18.5% | Added |
| Fifth Third Bancorp | 840 | $26.6K | 0.00% | +510+154.5% | Added |
| Byrne Asset Management LLC | 940 | $30.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 961 | $30.4K | 0.00% | +75+8.5% | Added |
| Umb Bank N A | 1,018 | $32.2K | 0.00% | +543+114.3% | Added |
| Bartlett & Co. LLC | 1,400 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $44.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,535 | $48.6K | 0.01% | +1,176+327.6% | Added |
| Archer Investment Corp | 1,830 | $57.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,344 | $74.0K | 0.00% | +1,575+204.8% | Added |
| Signaturefd, LLC | 2,372 | $75.0K | 0.00% | +521+28.1% | Added |
| Meeder Asset Management Inc | 2,739 | $86.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,582 | $113.3K | 0.00% | −10,690−74.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,776 | $151.1K | 0.00% | +215+4.7% | Added |
| Quadrant Capital Group LLC | 5,007 | $158.4K | 0.02% | +2,316+86.1% | Added |
| GWM Advisors LLC | 5,487 | $173.5K | 0.00% | +144+2.7% | Added |
| Walleye Trading LLC | 6,340 | $200.5K | 0.01% | −246−3.7% | Reduced |
| Metropolitan Life Insurance Co | 6,641 | $210.1K | 0.01% | +154+2.4% | Added |
| Pearl River Capital, LLC | 6,654 | $210.5K | 0.03% | +6,654 | New |
| Xponance, Inc. | 7,091 | $224.3K | 0.00% | +7,091 | New |
| Profund Advisors LLC | 7,112 | $225.0K | 0.01% | −102−1.4% | Reduced |
| Energy Income Partners, LLC | 7,337 | $232.1K | 0.00% | +1,026+16.3% | Added |
| Vident Investment Advisory, LLC | 7,407 | $234.3K | 0.01% | +7,407 | New |
| First Republic Investment Management, Inc. | 7,467 | $236.2K | 0.00% | −12,149−61.9% | Reduced |
| Headlands Technologies LLC | 7,493 | $237.0K | 0.08% | +7,493 | New |
| Neuberger Berman Group LLC | 7,502 | $237.3K | 0.00% | +7,502 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $244.2K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,898 | $249.8K | 0.02% | +7,898 | New |
| O'Shaughnessy Asset Management, LLC | 8,129 | $257.1K | 0.00% | −458−5.3% | Reduced |
| CFM Wealth Partners LLC | 8,209 | $259.7K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 8,449 | $267.2K | 0.06% | +8,449 | New |
| Inceptionr LLC | 8,580 | $271.4K | 0.14% | +8,580 | New |
| Mitsubishi UFJ Trust & Banking Corp | 8,763 | $277.2K | 0.00% | +8,763 | New |
| LPL Financial LLC | 8,808 | $278.6K | 0.00% | +8,808 | New |
| SYSTM Wealth Solutions LLC | 8,892 | $281.3K | 0.04% | −485−5.2% | Reduced |
| Quadrature Capital Ltd | 9,060 | $286.7K | 0.01% | −42,755−82.5% | Reduced |
| KBC Group NV | 9,126 | $289.0K | 0.00% | −864−8.6% | Reduced |
| HighTower Advisors, LLC | 9,204 | $292.0K | 0.00% | +9,204 | New |
| Cim Investment Mangement Inc | 9,388 | $296.9K | 0.10% | +9,388 | New |
| Readystate Asset Management LP | 9,620 | $304.3K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,649 | $305.0K | 0.00% | +2,028+26.6% | Added |
| CWM Advisors, LLC | 9,895 | $313.0K | 0.04% | +237+2.5% | Added |
| Ameritas Investment Partners, Inc. | 9,921 | $313.8K | 0.01% | +423+4.5% | Added |
| CSS LLC | 10,000 | $316.3K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,040 | $317.6K | 0.02% | +85+0.9% | Added |
| Crossmark Global Holdings, Inc. | 8,862 | $318.0K | 0.01% | −96−1.1% | Reduced |
| Pitcairn Co | 10,101 | $319.5K | 0.03% | +10,101 | New |
| DuPont Capital Management Corp | 10,597 | $335.2K | 0.02% | +7,878+289.7% | Added |
| Kestra Advisory Services, LLC | 10,807 | $341.8K | 0.00% | +847+8.5% | Added |