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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 11,016 | $348.4K | 0.05% | −791−6.7% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $353.3K | 0.02% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,234 | $355.0K | 0.03% | +1,820+19.3% | Added |
| Shell Asset Management Co | 11,621 | $368.0K | 0.01% | −65−0.6% | Reduced |
| Verition Fund Management LLC | 11,766 | $372.2K | 0.01% | −2,500−17.5% | Reduced |
| Capital Counsel LLC | 11,905 | $376.6K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 12,177 | $385.2K | 0.01% | +419+3.6% | Added |
| Jefferies Financial Group Inc. | 12,426 | $393.0K | 0.01% | −3,162−20.3% | Reduced |
| Centiva Capital, LP | 12,700 | $401.7K | 0.02% | +12,700 | New |
| Bailard, Inc. | 12,800 | $404.9K | 0.01% | −2,600−16.9% | Reduced |
| Gallacher Capital Management LLC | 12,916 | $408.5K | 0.24% | +12,916 | New |
| Pictet Asset Management SA | 12,923 | $408.8K | 0.00% | −1,948−13.1% | Reduced |
| Virginia Retirement Systems Et Al | 13,300 | $420.7K | 0.00% | −6,300−32.1% | Reduced |
| Brevan Howard Capital Management LP | 13,383 | $423.3K | 0.08% | +13,383 | New |
| Cornerstone Investment Partners, LLC | 13,767 | $435.4K | 0.03% | +53+0.4% | Added |
| American Trust | 14,284 | $451.8K | 0.03% | −1,498−9.5% | Reduced |
| Gotham Asset Management, LLC | 14,913 | $471.7K | 0.01% | +1,560+11.7% | Added |
| Winton Group Ltd | 14,974 | $473.6K | 0.04% | −14,591−49.4% | Reduced |
| Moody National Bank Trust Division | 15,000 | $474.4K | 0.03% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 15,675 | $495.8K | 0.13% | +2,580+19.7% | Added |
| Bayesian Capital Management, LP | 16,032 | $507.1K | 0.05% | +16,032 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $519.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 16,520 | $522.5K | 0.01% | −103,334−86.2% | Reduced |
| Sippican Capital Advisors | 17,670 | $558.9K | 0.52% | 00.0% | Unchanged |
| Martingale Asset Management L P | 17,770 | $562.1K | 0.01% | +17,770 | New |
| Jane Street Group, LLC | 18,757 | $593.3K | 0.00% | +18,757 | New |
| ProShare Advisors LLC | 18,773 | $593.8K | 0.00% | +1,166+6.6% | Added |
| JustInvest LLC | 18,923 | $598.5K | 0.02% | +2,435+14.8% | Added |
| Public Employees Retirement System of Ohio | 19,406 | $614.0K | 0.00% | +11,832+156.2% | Added |
| Illinois Municipal Retirement Fund | 20,542 | $650.0K | 0.01% | +20,542 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,350 | $675.3K | 0.00% | +1,608+8.1% | Added |
| Cerity Partners LLC | 21,651 | $684.8K | 0.00% | +135+0.6% | Added |
| Aj Wealth Strategies, LLC | 22,445 | $709.9K | 0.03% | +124+0.6% | Added |
| Simplex Trading, LLC | 22,584 | $714.0K | 0.03% | +20,589+1,032.0% | Added |
| Gsa Capital Partners LLP | 23,011 | $728.0K | 0.07% | −1,440−5.9% | Reduced |
| Captrust Financial Advisors | 23,027 | $728.3K | 0.00% | +10,591+85.2% | Added |
| Mutual of America Capital Management LLC | 23,539 | $744.5K | 0.01% | −119,768−83.6% | Reduced |
| Exchange Traded Concepts, LLC | 25,048 | $792.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,701 | $812.9K | 0.00% | +2,823+12.3% | Added |
| STRS Ohio | 28,400 | $898.0K | 0.00% | −3,600−11.3% | Reduced |
| State of Wisconsin Investment Board | 28,565 | $903.5K | 0.00% | −6,000−17.4% | Reduced |
| SEI Investments Co | 28,880 | $913.5K | 0.00% | −36,536−55.9% | Reduced |
| Guggenheim Capital LLC | 30,602 | $967.9K | 0.01% | −7,282−19.2% | Reduced |
| Globeflex Capital L P | 31,567 | $998.5K | 0.11% | −8,843−21.9% | Reduced |
| Advisor Partners II, LLC | 32,198 | $1.02M | 0.05% | +24,136+299.4% | Added |
| Arizona State Retirement System | 33,851 | $1.07M | 0.01% | −1,729−4.9% | Reduced |
| State Board of Administration of Florida Retirement System | 34,107 | $1.08M | 0.00% | −7,400−17.8% | Reduced |
| Ironwood Investment Management LLC | 34,190 | $1.08M | 0.62% | +34,190 | New |
| Waldron Private Wealth LLC | 35,768 | $1.13M | 0.06% | −2,097−5.5% | Reduced |
| Edgestream Partners, L.P. | 36,069 | $1.14M | 0.10% | +36,069 | New |
| TD Asset Management Inc | 36,100 | $1.14M | 0.00% | +8,200+29.4% | Added |
| Bank of Montreal | 36,728 | $1.17M | 0.00% | −4,689−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 37,270 | $1.18M | 0.00% | −205,845−84.7% | Reduced |
| Oregon Public Employees Retirement Fund | 37,552 | $1.19M | 0.01% | −1,910−4.8% | Reduced |
| Neo Ivy Capital Management | 37,662 | $1.19M | 0.63% | +37,662 | New |
| Royce & Associates LP | 38,898 | $1.23M | 0.01% | −14,760−27.5% | Reduced |
| TCI Wealth Advisors, Inc. | 39,071 | $1.24M | 0.16% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 39,118 | $1.24M | 0.24% | +518+1.3% | Added |
| Natixis Advisors, L.P. | 39,464 | $1.25M | 0.00% | +9,947+33.7% | Added |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.26M | 0.01% | +2,153+5.7% | Added |
| Cobalt Capital Management, Inc. | 40,000 | $1.27M | 0.49% | +40,000 | New |
| Teacher Retirement System of Texas | 40,969 | $1.30M | 0.01% | −8,828−17.7% | Reduced |
| PEAK6 Investments LLC | 41,428 | $1.31M | 0.11% | +33,611+430.0% | Added |
| Adams Wealth Management | 41,778 | $1.32M | 0.41% | +4,845+13.1% | Added |
| Cresset Asset Management, LLC | 41,827 | $1.32M | 0.01% | +41,827 | New |
| Toroso Investments, LLC | 43,757 | $1.38M | 0.04% | −1,808−4.0% | Reduced |
| Ellevest, Inc. | 44,777 | $1.42M | 0.11% | +14,385+47.3% | Added |
| Brinker Capital Investments, LLC | 45,344 | $1.43M | 0.02% | +12,963+40.0% | Added |
| Orion Portfolio Solutions, LLC | 45,344 | $1.43M | 0.02% | +12,963+40.0% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.46M | 0.32% | +46,008 | New |
| Truist Financial Corp | 46,327 | $1.47M | 0.00% | −469−1.0% | Reduced |
| Maryland State Retirement & Pension System | 46,954 | $1.49M | 0.03% | −2,497−5.0% | Reduced |
| Amalgamated Bank | 48,421 | $1.53M | 0.01% | −7,876−14.0% | Reduced |
| Manufacturers Life Insurance Company, The | 48,712 | $1.54M | 0.00% | −360−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 52,879 | $1.67M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 57,752 | $1.83M | 0.01% | −6,187−9.7% | Reduced |
| Janus Henderson Group PLC | 58,212 | $1.84M | 0.00% | −79−0.1% | Reduced |
| US Bancorp | 58,865 | $1.86M | 0.00% | +2,401+4.3% | Added |
| Creative Planning | 59,904 | $1.89M | 0.00% | +10,024+20.1% | Added |
| First National Bank of Omaha | 62,381 | $1.97M | 0.11% | +11,134+21.7% | Added |
| MetLife Investment Management | 63,113 | $2.00M | 0.01% | −871−1.4% | Reduced |
| Louisiana State Employees Retirement System | 63,300 | $2.00M | 0.04% | +6,100+10.7% | Added |
| Numerai GP LLC | 64,218 | $2.03M | 0.41% | −23,192−26.5% | Reduced |
| American International Group, Inc. | 64,528 | $2.04M | 0.01% | −1,709−2.6% | Reduced |
| Yousif Capital Management, LLC | 67,325 | $2.13M | 0.03% | −5,273−7.3% | Reduced |
| CI Private Wealth, LLC | 73,291 | $2.32M | 0.01% | +245+0.3% | Added |
| Ethic Inc. | 73,407 | $2.32M | 0.09% | +27,806+61.0% | Added |
| Two Sigma Advisers, LP | 74,900 | $2.37M | 0.01% | −165,102−68.8% | Reduced |
| TownSquare Capital, LLC | 75,677 | $2.39M | 0.04% | +540+0.7% | Added |
| Verdence Capital Advisors LLC | 75,775 | $2.40M | 0.28% | −1,996−2.6% | Reduced |
| Engineers Gate Manager LP | 77,889 | $2.46M | 0.09% | −51,435−39.8% | Reduced |
| Tocqueville Asset Management L.P. | 78,700 | $2.49M | 0.04% | −2,000−2.5% | Reduced |
| State of Alaska, Department of Revenue | 79,298 | $2.51M | 0.03% | −4,760−5.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 79,338 | $2.51M | 0.01% | +52,749+198.4% | Added |
| Trexquant Investment LP | 81,611 | $2.58M | 0.07% | +81,611 | New |
| DFPG Investments, LLC | 75,210 | $2.61M | 0.24% | 00.0% | Unchanged |
| Connors Investor Services Inc | 84,295 | $2.67M | 0.30% | +84,295 | New |
| UBS Asset Management Americas Inc | 97,639 | $2.75M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 87,796 | $2.78M | 0.00% | +2,054+2.4% | Added |
| Assenagon Asset Management S.A. | 88,830 | $2.81M | 0.01% | −568,203−86.5% | Reduced |