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 |
|---|---|---|---|---|---|
| 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 |
| Colony Group LLC | 93,700 | $2.96M | 0.04% | −850−0.9% | Reduced |
| Nokomis Capital, L.L.C. | 93,628 | $2.96M | 1.08% | +84,828+964.0% | Added |
| Franklin Resources Inc | 92,975 | $2.94M | 0.00% | +58,486+169.6% | Added |
| State of New Jersey Common Pension Fund D | 91,131 | $2.88M | 0.01% | +11,107+13.9% | Added |
| Voya Investment Management LLC | 90,169 | $2.85M | 0.00% | +2,259+2.6% | Added |
| Hussman Strategic Advisors, Inc. | 89,600 | $2.83M | 0.52% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 89,100 | $2.82M | 0.01% | −4,979−5.3% | Reduced |
| Assenagon Asset Management S.A. | 88,830 | $2.81M | 0.01% | −568,203−86.5% | Reduced |
| Boston Partners | 87,796 | $2.78M | 0.00% | +2,054+2.4% | Added |
| UBS Asset Management Americas Inc | 97,639 | $2.75M | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 84,295 | $2.67M | 0.30% | +84,295 | New |
| DFPG Investments, LLC | 75,210 | $2.61M | 0.24% | 00.0% | Unchanged |
| Trexquant Investment LP | 81,611 | $2.58M | 0.07% | +81,611 | New |
| Jacobs Levy Equity Management, Inc | 79,338 | $2.51M | 0.01% | +52,749+198.4% | Added |
| State of Alaska, Department of Revenue | 79,298 | $2.51M | 0.03% | −4,760−5.7% | Reduced |
| Tocqueville Asset Management L.P. | 78,700 | $2.49M | 0.04% | −2,000−2.5% | Reduced |
| Engineers Gate Manager LP | 77,889 | $2.46M | 0.09% | −51,435−39.8% | Reduced |
| Verdence Capital Advisors LLC | 75,775 | $2.40M | 0.28% | −1,996−2.6% | Reduced |
| TownSquare Capital, LLC | 75,677 | $2.39M | 0.04% | +540+0.7% | Added |
| Two Sigma Advisers, LP | 74,900 | $2.37M | 0.01% | −165,102−68.8% | Reduced |
| Ethic Inc. | 73,407 | $2.32M | 0.09% | +27,806+61.0% | Added |
| CI Private Wealth, LLC | 73,291 | $2.32M | 0.01% | +245+0.3% | Added |
| Yousif Capital Management, LLC | 67,325 | $2.13M | 0.03% | −5,273−7.3% | Reduced |
| American International Group, Inc. | 64,528 | $2.04M | 0.01% | −1,709−2.6% | Reduced |
| Numerai GP LLC | 64,218 | $2.03M | 0.41% | −23,192−26.5% | Reduced |
| Louisiana State Employees Retirement System | 63,300 | $2.00M | 0.04% | +6,100+10.7% | Added |
| MetLife Investment Management | 63,113 | $2.00M | 0.01% | −871−1.4% | Reduced |
| First National Bank of Omaha | 62,381 | $1.97M | 0.11% | +11,134+21.7% | Added |
| Creative Planning | 59,904 | $1.89M | 0.00% | +10,024+20.1% | Added |
| US Bancorp | 58,865 | $1.86M | 0.00% | +2,401+4.3% | Added |
| Janus Henderson Group PLC | 58,212 | $1.84M | 0.00% | −79−0.1% | Reduced |
| Mercer Global Advisors Inc | 57,752 | $1.83M | 0.01% | −6,187−9.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 52,879 | $1.67M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 48,712 | $1.54M | 0.00% | −360−0.7% | Reduced |
| Amalgamated Bank | 48,421 | $1.53M | 0.01% | −7,876−14.0% | Reduced |
| Maryland State Retirement & Pension System | 46,954 | $1.49M | 0.03% | −2,497−5.0% | Reduced |
| Truist Financial Corp | 46,327 | $1.47M | 0.00% | −469−1.0% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.46M | 0.32% | +46,008 | New |
| 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 |
| Ellevest, Inc. | 44,777 | $1.42M | 0.11% | +14,385+47.3% | Added |
| Toroso Investments, LLC | 43,757 | $1.38M | 0.04% | −1,808−4.0% | Reduced |
| Cresset Asset Management, LLC | 41,827 | $1.32M | 0.01% | +41,827 | New |
| Adams Wealth Management | 41,778 | $1.32M | 0.41% | +4,845+13.1% | Added |
| PEAK6 Investments LLC | 41,428 | $1.31M | 0.11% | +33,611+430.0% | Added |
| Teacher Retirement System of Texas | 40,969 | $1.30M | 0.01% | −8,828−17.7% | Reduced |
| Cobalt Capital Management, Inc. | 40,000 | $1.27M | 0.49% | +40,000 | New |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.26M | 0.01% | +2,153+5.7% | Added |
| Natixis Advisors, L.P. | 39,464 | $1.25M | 0.00% | +9,947+33.7% | Added |
| Insight Wealth Strategies, LLC | 39,118 | $1.24M | 0.24% | +518+1.3% | Added |
| TCI Wealth Advisors, Inc. | 39,071 | $1.24M | 0.16% | 00.0% | Unchanged |
| Royce & Associates LP | 38,898 | $1.23M | 0.01% | −14,760−27.5% | Reduced |
| Neo Ivy Capital Management | 37,662 | $1.19M | 0.63% | +37,662 | New |
| Oregon Public Employees Retirement Fund | 37,552 | $1.19M | 0.01% | −1,910−4.8% | Reduced |
| Ensign Peak Advisors, Inc | 37,270 | $1.18M | 0.00% | −205,845−84.7% | Reduced |
| Bank of Montreal | 36,728 | $1.17M | 0.00% | −4,689−11.3% | Reduced |
| TD Asset Management Inc | 36,100 | $1.14M | 0.00% | +8,200+29.4% | Added |
| Edgestream Partners, L.P. | 36,069 | $1.14M | 0.10% | +36,069 | New |
| Waldron Private Wealth LLC | 35,768 | $1.13M | 0.06% | −2,097−5.5% | Reduced |
| Ironwood Investment Management LLC | 34,190 | $1.08M | 0.62% | +34,190 | New |
| State Board of Administration of Florida Retirement System | 34,107 | $1.08M | 0.00% | −7,400−17.8% | Reduced |
| Arizona State Retirement System | 33,851 | $1.07M | 0.01% | −1,729−4.9% | Reduced |
| Advisor Partners II, LLC | 32,198 | $1.02M | 0.05% | +24,136+299.4% | Added |
| Globeflex Capital L P | 31,567 | $998.5K | 0.11% | −8,843−21.9% | Reduced |
| Guggenheim Capital LLC | 30,602 | $967.9K | 0.01% | −7,282−19.2% | Reduced |
| SEI Investments Co | 28,880 | $913.5K | 0.00% | −36,536−55.9% | Reduced |
| State of Wisconsin Investment Board | 28,565 | $903.5K | 0.00% | −6,000−17.4% | Reduced |
| STRS Ohio | 28,400 | $898.0K | 0.00% | −3,600−11.3% | Reduced |
| The PNC Financial Services Group, Inc. | 25,701 | $812.9K | 0.00% | +2,823+12.3% | Added |
| Exchange Traded Concepts, LLC | 25,048 | $792.3K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 23,539 | $744.5K | 0.01% | −119,768−83.6% | Reduced |
| Captrust Financial Advisors | 23,027 | $728.3K | 0.00% | +10,591+85.2% | Added |
| Gsa Capital Partners LLP | 23,011 | $728.0K | 0.07% | −1,440−5.9% | Reduced |
| Simplex Trading, LLC | 22,584 | $714.0K | 0.03% | +20,589+1,032.0% | Added |
| Aj Wealth Strategies, LLC | 22,445 | $709.9K | 0.03% | +124+0.6% | Added |
| Cerity Partners LLC | 21,651 | $684.8K | 0.00% | +135+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,350 | $675.3K | 0.00% | +1,608+8.1% | Added |
| Illinois Municipal Retirement Fund | 20,542 | $650.0K | 0.01% | +20,542 | New |
| Public Employees Retirement System of Ohio | 19,406 | $614.0K | 0.00% | +11,832+156.2% | Added |
| JustInvest LLC | 18,923 | $598.5K | 0.02% | +2,435+14.8% | Added |
| ProShare Advisors LLC | 18,773 | $593.8K | 0.00% | +1,166+6.6% | Added |
| Jane Street Group, LLC | 18,757 | $593.3K | 0.00% | +18,757 | New |
| Martingale Asset Management L P | 17,770 | $562.1K | 0.01% | +17,770 | New |
| Sippican Capital Advisors | 17,670 | $558.9K | 0.52% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 16,520 | $522.5K | 0.01% | −103,334−86.2% | Reduced |
| Public Employees Retirement Association of Colorado | 16,412 | $519.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 16,032 | $507.1K | 0.05% | +16,032 | New |
| Cubic Asset Management, LLC | 15,675 | $495.8K | 0.13% | +2,580+19.7% | Added |
| Moody National Bank Trust Division | 15,000 | $474.4K | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 14,974 | $473.6K | 0.04% | −14,591−49.4% | Reduced |
| Gotham Asset Management, LLC | 14,913 | $471.7K | 0.01% | +1,560+11.7% | Added |
| American Trust | 14,284 | $451.8K | 0.03% | −1,498−9.5% | Reduced |
| Cornerstone Investment Partners, LLC | 13,767 | $435.4K | 0.03% | +53+0.4% | Added |
| Brevan Howard Capital Management LP | 13,383 | $423.3K | 0.08% | +13,383 | New |
| Virginia Retirement Systems Et Al | 13,300 | $420.7K | 0.00% | −6,300−32.1% | Reduced |
| Pictet Asset Management SA | 12,923 | $408.8K | 0.00% | −1,948−13.1% | Reduced |
| Gallacher Capital Management LLC | 12,916 | $408.5K | 0.24% | +12,916 | New |
| Bailard, Inc. | 12,800 | $404.9K | 0.01% | −2,600−16.9% | Reduced |