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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 12,700 | $401.7K | 0.02% | +12,700 | New |
| Jefferies Financial Group Inc. | 12,426 | $393.0K | 0.01% | −3,162−20.3% | Reduced |
| Oppenheimer Asset Management Inc. | 12,177 | $385.2K | 0.01% | +419+3.6% | Added |
| Capital Counsel LLC | 11,905 | $376.6K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,766 | $372.2K | 0.01% | −2,500−17.5% | Reduced |
| Shell Asset Management Co | 11,621 | $368.0K | 0.01% | −65−0.6% | Reduced |
| Meritage Portfolio Management | 11,234 | $355.0K | 0.03% | +1,820+19.3% | Added |
| Texas Yale Capital Corp. | 11,169 | $353.3K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 11,016 | $348.4K | 0.05% | −791−6.7% | Reduced |
| Kestra Advisory Services, LLC | 10,807 | $341.8K | 0.00% | +847+8.5% | Added |
| DuPont Capital Management Corp | 10,597 | $335.2K | 0.02% | +7,878+289.7% | Added |
| Pitcairn Co | 10,101 | $319.5K | 0.03% | +10,101 | New |
| Crossmark Global Holdings, Inc. | 8,862 | $318.0K | 0.01% | −96−1.1% | Reduced |
| Empirical Finance, LLC | 10,040 | $317.6K | 0.02% | +85+0.9% | Added |
| CSS LLC | 10,000 | $316.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,921 | $313.8K | 0.01% | +423+4.5% | Added |
| CWM Advisors, LLC | 9,895 | $313.0K | 0.04% | +237+2.5% | Added |
| Lazard Asset Management LLC | 9,649 | $305.0K | 0.00% | +2,028+26.6% | Added |
| Readystate Asset Management LP | 9,620 | $304.3K | 0.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 9,388 | $296.9K | 0.10% | +9,388 | New |
| HighTower Advisors, LLC | 9,204 | $292.0K | 0.00% | +9,204 | New |
| KBC Group NV | 9,126 | $289.0K | 0.00% | −864−8.6% | Reduced |
| Quadrature Capital Ltd | 9,060 | $286.7K | 0.01% | −42,755−82.5% | Reduced |
| SYSTM Wealth Solutions LLC | 8,892 | $281.3K | 0.04% | −485−5.2% | Reduced |
| LPL Financial LLC | 8,808 | $278.6K | 0.00% | +8,808 | New |
| Mitsubishi UFJ Trust & Banking Corp | 8,763 | $277.2K | 0.00% | +8,763 | New |
| Inceptionr LLC | 8,580 | $271.4K | 0.14% | +8,580 | New |
| Paragon Capital Management Ltd | 8,449 | $267.2K | 0.06% | +8,449 | New |
| CFM Wealth Partners LLC | 8,209 | $259.7K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,129 | $257.1K | 0.00% | −458−5.3% | Reduced |
| CAPROCK Group, Inc. | 7,898 | $249.8K | 0.02% | +7,898 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $244.2K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,502 | $237.3K | 0.00% | +7,502 | New |
| Headlands Technologies LLC | 7,493 | $237.0K | 0.08% | +7,493 | New |
| First Republic Investment Management, Inc. | 7,467 | $236.2K | 0.00% | −12,149−61.9% | Reduced |
| Vident Investment Advisory, LLC | 7,407 | $234.3K | 0.01% | +7,407 | New |
| Energy Income Partners, LLC | 7,337 | $232.1K | 0.00% | +1,026+16.3% | Added |
| Profund Advisors LLC | 7,112 | $225.0K | 0.01% | −102−1.4% | Reduced |
| Xponance, Inc. | 7,091 | $224.3K | 0.00% | +7,091 | New |
| Pearl River Capital, LLC | 6,654 | $210.5K | 0.03% | +6,654 | New |
| Metropolitan Life Insurance Co | 6,641 | $210.1K | 0.01% | +154+2.4% | Added |
| Walleye Trading LLC | 6,340 | $200.5K | 0.01% | −246−3.7% | Reduced |
| GWM Advisors LLC | 5,487 | $173.5K | 0.00% | +144+2.7% | Added |
| Quadrant Capital Group LLC | 5,007 | $158.4K | 0.02% | +2,316+86.1% | Added |
| Advisor Group Holdings, Inc. | 4,776 | $151.1K | 0.00% | +215+4.7% | Added |
| Tower Research Capital LLC (TRC) | 3,582 | $113.3K | 0.00% | −10,690−74.9% | Reduced |
| Meeder Asset Management Inc | 2,739 | $86.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,372 | $75.0K | 0.00% | +521+28.1% | Added |
| CWM, LLC | 2,344 | $74.0K | 0.00% | +1,575+204.8% | Added |
| Archer Investment Corp | 1,830 | $57.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,535 | $48.6K | 0.01% | +1,176+327.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,400 | $44.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $44.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,018 | $32.2K | 0.00% | +543+114.3% | Added |
| First Horizon Advisors, Inc. | 961 | $30.4K | 0.00% | +75+8.5% | Added |
| Byrne Asset Management LLC | 940 | $30.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 840 | $26.6K | 0.00% | +510+154.5% | Added |
| Ci Investments Inc. | 789 | $25.0K | 0.00% | +123+18.5% | Added |
| Global Wealth Strategies & Associates | 749 | $23.7K | 0.01% | +4+0.5% | Added |
| Worth Asset Management, LLC | 742 | $23.5K | 0.02% | +615+484.3% | Added |
| Larson Financial Group LLC | 680 | $21.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 880 | $20.4K | 0.00% | +747+561.7% | Added |
| Nomura Asset Management Co Ltd | 620 | $19.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $15.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 376 | $11.9K | 0.00% | −34−8.3% | Reduced |
| Massmutual Trust Co FSB | 342 | $10.8K | 0.00% | +108+46.2% | Added |
| Bollard Group LLC | 302 | $10.0K | 0.00% | +302 | New |
| Cypress Capital Management LLC (WY) | 310 | $9.80K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 290 | $9.17K | 0.00% | +84+40.8% | Added |
| 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 |
| Covestor Ltd | 270 | $9.00K | 0.01% | −2−0.7% | Reduced |
| Huntington National Bank | 281 | $8.89K | 0.00% | +228+430.2% | Added |
| Allworth Financial LP | 210 | $6.65K | 0.00% | +176+517.6% | Added |
| Bessemer Group Inc | 209 | $6.00K | 0.00% | +99+90.0% | Added |
| Lee Financial Co | 185 | $5.85K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $4.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 131 | $4.14K | 0.00% | +25+23.6% | Added |
| Private Trust Co NA | 98 | $3.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $2.78K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 87 | $2.72K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 81 | $2.56K | 0.00% | −55−40.4% | Reduced |
| AdvisorNet Financial, Inc | 79 | $2.50K | 0.00% | −2−2.5% | Reduced |
| GoalVest Advisory LLC | 75 | $2.37K | 0.00% | +75 | New |
| 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 |
| Quent Capital, LLC | 53 | $1.67K | 0.00% | +1+1.9% | Added |
| JFS Wealth Advisors, LLC | 41 | $1.30K | 0.00% | +25+156.3% | Added |
| Motco | 41 | $1.30K | 0.00% | +41 | New |
| 25 LLC | 37 | $1.27K | 0.00% | +18+94.7% | Added |
| Global Retirement Partners, LLC | 36 | $1.14K | 0.00% | −90−71.4% | Reduced |
| Ronald Blue Trust, Inc. | 24 | $1.00K | 0.00% | −68−73.9% | Reduced |
| Avion Wealth | 37 | $1.00K | 0.00% | +37 | New |
| Clearview Wealth Advisors LLC | 30 | $949 | 0.00% | +30 | New |
| Proequities, Inc. | 27 | $854 | 0.00% | +8+42.1% | Added |
| Glassman Wealth Services | 26 | $822 | 0.00% | −19−42.2% | Reduced |
| RFP Financial Group LLC | 25 | $791 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $633 | 0.00% | +20 | New |