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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1,940,101 | $61.4M | 0.01% | −487,318−20.1% | Reduced |
| Millennium Management LLC | 2,253,592 | $71.3M | 0.08% | −9,858−0.4% | Reduced |
| River Road Asset Management, LLC | 2,339,347 | $74.0M | 1.02% | +24,299+1.0% | Added |
| Geode Capital Management, LLC | 2,360,162 | $74.7M | 0.01% | +82,813+3.6% | Added |
| Frontier Capital Management Co LLC | 3,414,656 | $108.0M | 1.03% | +450,887+15.2% | Added |
| Dimensional Fund Advisors LP | 4,279,379 | $135.4M | 0.04% | +75,408+1.8% | Added |
| State Street Corp | 6,641,786 | $210.1M | 0.01% | −158,733−2.3% | Reduced |
| Vanguard Group Inc | 14,921,087 | $472.0M | 0.01% | −595,245−3.8% | Reduced |
| BlackRock Inc. | 21,425,526 | $677.7M | 0.02% | +1,073,931+5.3% | Added |
| Palo Duro Investment Partners, LP | 0 | $0 | 0.00% | −828,903−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −624,440−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −426,611−100.0% | Sold out |
| Hill City Capital, LP | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −226,817−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −102,815−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −100,475−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −72,200−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −70,949−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −52,367−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −40,233−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −40,201−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −39,706−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −27,414−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,735−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −15,404−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −13,902−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −12,727−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,089−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −3,894−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |