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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 89,100 | $2.82M | 0.01% | −4,979−5.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 89,600 | $2.83M | 0.52% | 00.0% | Unchanged |
| Voya Investment Management LLC | 90,169 | $2.85M | 0.00% | +2,259+2.6% | Added |
| State of New Jersey Common Pension Fund D | 91,131 | $2.88M | 0.01% | +11,107+13.9% | Added |
| Franklin Resources Inc | 92,975 | $2.94M | 0.00% | +58,486+169.6% | Added |
| Nokomis Capital, L.L.C. | 93,628 | $2.96M | 1.08% | +84,828+964.0% | Added |
| Colony Group LLC | 93,700 | $2.96M | 0.04% | −850−0.9% | Reduced |
| Empowered Funds, LLC | 97,522 | $3.08M | 0.11% | +74,359+321.0% | Added |
| EA Series Trust | 97,522 | $3.08M | 0.11% | +97,522 | New |
| Victory Capital Management Inc | 99,867 | $3.16M | 0.00% | +572+0.6% | Added |
| Texas Permanent School Fund | 106,115 | $3.36M | 0.03% | −5,102−4.6% | Reduced |
| Great West Life Assurance Co | 108,985 | $3.45M | 0.01% | −11,846−9.8% | Reduced |
| Capital Fund Management S.A. | 112,951 | $3.57M | 0.06% | +112,951 | New |
| Clark Estates Inc | 118,000 | $3.73M | 0.63% | +118,000 | New |
| Tanglewood Legacy Advisors, LLC | 118,323 | $3.74M | 2.16% | 00.0% | Unchanged |
| Thomist Capital Management, LP | 119,552 | $3.74M | 2.37% | +119,552 | New |
| First Eagle Investment Management, LLC | 122,178 | $3.86M | 0.01% | +31,000+34.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 125,400 | $3.97M | 0.09% | +125,400 | New |
| Federated Hermes, Inc. | 128,052 | $4.05M | 0.01% | +18,984+17.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 136,230 | $4.31M | 0.03% | +6,211+4.8% | Added |
| Nisa Investment Advisors, LLC | 137,965 | $4.36M | 0.03% | −1,395−1.0% | Reduced |
| 1492 Capital Management LLC | – | $4.38M | 2.55% | – | – |
| Royal Bank of Canada | 138,763 | $4.39M | 0.00% | +103,027+288.3% | Added |
| Credit Suisse AG | 141,303 | $4.47M | 0.00% | −22,705−13.8% | Reduced |
| Man Group plc | 142,607 | $4.51M | 0.01% | – | – |
| California State Teachers Retirement System | 146,014 | $4.62M | 0.01% | −6,933−4.5% | Reduced |
| Mariner, LLC | 150,338 | $4.76M | 0.01% | +6,777+4.7% | Added |
| RE Advisers Corp | 153,300 | $4.85M | 0.13% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 155,260 | $4.91M | 0.00% | −4,100−2.6% | Reduced |
| Wells Fargo & Company | 167,582 | $5.30M | 0.00% | −12,142−6.8% | Reduced |
| Putnam Investments LLC | 185,061 | $5.85M | 0.01% | +130,889+241.6% | Added |
| Holocene Advisors, LP | 186,085 | $5.89M | 0.03% | +42,288+29.4% | Added |
| CoreCommodity Management, LLC | 186,801 | $5.91M | 1.74% | −8,822−4.5% | Reduced |
| HSBC Holdings PLC | 192,910 | $6.12M | 0.01% | +81,400+73.0% | Added |
| New York State Teachers Retirement System | 194,393 | $6.15M | 0.01% | −2,059−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 195,839 | $6.19M | 0.03% | −96,161−32.9% | Reduced |
| UBS Group AG | 198,000 | $6.26M | 0.00% | +3,658+1.9% | Added |
| Thrivent Financial for Lutherans | 208,416 | $6.59M | 0.02% | −10,976−5.0% | Reduced |
| Public Sector Pension Investment Board | 213,922 | $6.77M | 0.05% | −2,048−0.9% | Reduced |
| Deutsche Bank AG | 213,969 | $6.77M | 0.00% | −91,632−30.0% | Reduced |
| Baird Financial Group, Inc. | 218,037 | $6.90M | 0.02% | +218,037 | New |
| Evoke Wealth, LLC | 223,014 | $7.05M | 0.25% | −3,529−1.6% | Reduced |
| Cinctive Capital Management LP | 223,303 | $7.06M | 0.28% | +223,303 | New |
| Raymond James & Associates | 224,651 | $7.11M | 0.01% | −169,018−42.9% | Reduced |
| AQR Capital Management LLC | 226,231 | $7.16M | 0.02% | −72,748−24.3% | Reduced |
| Walleye Capital LLC | 233,541 | $7.39M | 0.13% | −186,301−44.4% | Reduced |
| California Public Employees Retirement System | 233,724 | $7.39M | 0.01% | +1,691+0.7% | Added |
| Rafferty Asset Management, LLC | 241,218 | $7.63M | 0.04% | −61,480−20.3% | Reduced |
| Citigroup Inc | 247,562 | $7.83M | 0.01% | +29,993+13.8% | Added |
| Alyeska Investment Group, L.P. | 257,205 | $8.14M | 0.06% | −100,444−28.1% | Reduced |
| Susquehanna International Group, LLP | 258,580 | $8.18M | 0.01% | −136,184−34.5% | Reduced |
| Envestnet Asset Management Inc | 261,389 | $8.27M | 0.00% | +53,056+25.5% | Added |
| Swiss National Bank | 262,400 | $8.30M | 0.01% | −2,700−1.0% | Reduced |
| Eagle Asset Management Inc | 265,653 | $8.40M | 0.05% | +68,290+34.6% | Added |
| Algert Global LLC | 281,037 | $8.89M | 0.39% | +171,645+156.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 299,569 | $9.48M | 0.05% | +283,082+1,717.0% | Added |
| Pekin Hardy Strauss, Inc. | 310,424 | $9.82M | 1.53% | +13,772+4.6% | Added |
| Russell Investments Group, Ltd. | 341,566 | $10.8M | 0.02% | −10,022−2.9% | Reduced |
| Glenmede Trust Co NA | 399,212 | $11.3M | 0.06% | +748+0.2% | Added |
| Tributary Capital Management, LLC | 364,140 | $11.5M | 1.03% | +91,739+33.7% | Added |
| HITE Hedge Asset Management LLC | 373,458 | $11.8M | 1.36% | +100,494+36.8% | Added |
| BNP Paribas Arbitrage, SA | 385,929 | $12.2M | 0.02% | −123,070−24.2% | Reduced |
| Oslo Asset Management AS | 405,108 | $12.8M | 17.59% | +30,000+8.0% | Added |
| Legal & General Group Plc | 407,299 | $12.9M | 0.00% | −14,256−3.4% | Reduced |
| Rhumbline Advisers | 427,863 | $13.5M | 0.02% | +19,944+4.9% | Added |
| Macquarie Group Ltd | 433,357 | $13.7M | 0.02% | −5,069−1.2% | Reduced |
| Voloridge Investment Management, LLC | 439,660 | $13.9M | 0.07% | +128,367+41.2% | Added |
| Arrowstreet Capital, Limited Partnership | 476,087 | $15.1M | 0.02% | +62,722+15.2% | Added |
| SIR Capital Management, L.P. | 491,300 | $15.5M | 1.70% | +491,300 | New |
| Prudential Financial Inc | 499,892 | $15.8M | 0.02% | −10,101−2.0% | Reduced |
| Barclays PLC | 534,599 | $16.9M | 0.01% | +26,744+5.3% | Added |
| PointState Capital LP | 545,083 | $17.2M | 0.66% | +545,083 | New |
| Allspring Global Investments Holdings, LLC | 547,297 | $17.3M | 0.03% | +315,973+136.6% | Added |
| Wedge Capital Management L L P | 608,351 | $19.2M | 0.31% | −251,782−29.3% | Reduced |
| Aventail Capital Group, LP | 662,521 | $21.0M | 2.13% | +662,521 | New |
| Hodges Capital Management Inc. | 444,371 | $21.0M | 1.23% | +153,335+52.7% | Added |
| FMR LLC | 673,456 | $21.3M | 0.00% | +208,534+44.9% | Added |
| Marshall Wace, LLP | 677,338 | $21.4M | 0.05% | −191,494−22.0% | Reduced |
| Nuveen Asset Management, LLC | 685,756 | $21.7M | 0.01% | +97,923+16.7% | Added |
| Bank of America Corp | 692,772 | $21.9M | 0.00% | +124,434+21.9% | Added |
| Principal Financial Group Inc | 716,351 | $22.7M | 0.02% | −56,140−7.3% | Reduced |
| GW&K Investment Management, LLC | 735,116 | $23.3M | 0.22% | +4,178+0.6% | Added |
| Citadel Advisors LLC | 747,144 | $23.6M | 0.03% | +559,017+297.1% | Added |
| Ameriprise Financial Inc | 805,079 | $25.5M | 0.01% | +6,629+0.8% | Added |
| Wellington Management Group LLP | 851,101 | $26.9M | 0.01% | +31,558+3.9% | Added |
| Morgan Stanley | 906,355 | $28.7M | 0.00% | −70,333−7.2% | Reduced |
| First Trust Advisors LP | 940,381 | $29.7M | 0.03% | −12,784−1.3% | Reduced |
| Palisade Capital Management LLC | 960,616 | $30.4M | 0.81% | +327,248+51.7% | Added |
| Price T Rowe Associates Inc | 1,016,262 | $32.1M | 0.00% | −103,590−9.3% | Reduced |
| William Blair Investment Management, LLC | 1,109,726 | $35.1M | 0.11% | +90,800+8.9% | Added |
| Invesco Ltd. | 1,189,023 | $37.6M | 0.01% | −706,049−37.3% | Reduced |
| Balyasny Asset Management LLC | 1,280,709 | $40.5M | 0.11% | −366,424−22.2% | Reduced |
| Northern Trust Corp | 1,392,635 | $44.0M | 0.01% | −129,133−8.5% | Reduced |
| Bank of New York Mellon Corp | 1,433,111 | $45.3M | 0.01% | −21,140−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,461,097 | $46.2M | 0.01% | +71,915+5.2% | Added |
| American Century Companies Inc | 1,463,727 | $46.3M | 0.03% | +136,669+10.3% | Added |
| D. E. Shaw & Co., Inc. | 1,476,593 | $46.7M | 0.07% | −9,243−0.6% | Reduced |
| Goldman Sachs Group Inc | 1,582,561 | $50.1M | 0.01% | +200,768+14.5% | Added |
| Renaissance Technologies LLC | 1,618,700 | $51.2M | 0.07% | +53,600+3.4% | Added |
| Pacer Advisors, Inc. | 1,671,663 | $52.9M | 0.21% | +279,777+20.1% | Added |