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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in SM Energy Co as of Sep 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
- 373
- +67 vs. Q2 2023
- Shares held
- 106.2M
- −2.44M (−2.2%) vs. Q2 2023
- Total value
- $4.21B
- +$777.6M (+22.6%) vs. Q2 2023
- New holders
- 88
- 110 more added
- Sold out
- 21
- 132 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 498 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,243,373 | $802.6M | 0.02% | −1,182,153−5.5% | Reduced |
| Vanguard Group Inc | 14,492,397 | $574.6M | 0.01% | −428,690−2.9% | Reduced |
| State Street Corp | 6,384,246 | $253.1M | 0.01% | −257,540−3.9% | Reduced |
| Dimensional Fund Advisors LP | 5,015,952 | $198.9M | 0.07% | +736,573+17.2% | Added |
| Frontier Capital Management Co LLC | 3,453,635 | $136.9M | 1.51% | +38,979+1.1% | Added |
| Geode Capital Management, LLC | 2,452,401 | $97.2M | 0.01% | +92,239+3.9% | Added |
| River Road Asset Management, LLC | 2,278,745 | $90.4M | 1.29% | −60,602−2.6% | Reduced |
| Millennium Management LLC | 2,262,078 | $89.7M | 0.09% | +8,486+0.4% | Added |
| Macquarie Group Ltd | 2,160,497 | $85.7M | 0.11% | +1,727,140+398.5% | Added |
| Invesco Ltd. | 2,054,503 | $81.5M | 0.02% | +865,480+72.8% | Added |
| JPMorgan Chase & Co | 1,848,799 | $73.3M | 0.01% | −91,302−4.7% | Reduced |
| Renaissance Technologies LLC | 1,625,500 | $64.5M | 0.11% | +6,800+0.4% | Added |
| American Century Companies Inc | 1,547,315 | $61.4M | 0.05% | +83,588+5.7% | Added |
| Charles Schwab Investment Management Inc | 1,528,322 | $60.6M | 0.02% | +67,225+4.6% | Added |
| Goldman Sachs Group Inc | 1,467,802 | $58.2M | 0.01% | −114,759−7.3% | Reduced |
| Morgan Stanley | 1,446,714 | $57.4M | 0.01% | +540,359+59.6% | Added |
| Bank of New York Mellon Corp | 1,403,489 | $55.6M | 0.01% | −29,622−2.1% | Reduced |
| Northern Trust Corp | 1,380,192 | $54.7M | 0.01% | −12,443−0.9% | Reduced |
| Channing Capital Management, LLC | 1,172,549 | $46.5M | 1.53% | +1,172,549 | New |
| Ameriprise Financial Inc | 1,163,332 | $46.1M | 0.02% | +358,253+44.5% | Added |
| Palisade Capital Management LLC | 1,103,166 | $43.7M | 1.22% | +142,550+14.8% | Added |
| William Blair Investment Management, LLC | 1,032,446 | $40.9M | 0.14% | −77,280−7.0% | Reduced |
| First Trust Advisors LP | 878,758 | $34.8M | 0.04% | −61,623−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 788,108 | $31.2M | 0.05% | −688,485−46.6% | Reduced |
| GW&K Investment Management, LLC | 708,963 | $28.1M | 0.28% | −26,153−3.6% | Reduced |
| Nuveen Asset Management, LLC | 680,833 | $27.0M | 0.01% | −4,923−0.7% | Reduced |
| Principal Financial Group Inc | 674,978 | $26.8M | 0.02% | −41,373−5.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 632,776 | $25.1M | 0.03% | +156,689+32.9% | Added |
| Price T Rowe Associates Inc | 630,307 | $25.0M | 0.00% | −385,955−38.0% | Reduced |
| SIR Capital Management, L.P. | 545,700 | $21.6M | 2.57% | +54,400+11.1% | Added |
| Allspring Global Investments Holdings, LLC | 537,587 | $21.3M | 0.04% | −9,710−1.8% | Reduced |
| Wedge Capital Management L L P | 535,208 | $21.2M | 0.42% | −73,143−12.0% | Reduced |
| Wellington Management Group LLP | 514,785 | $20.4M | 0.00% | −336,316−39.5% | Reduced |
| Balyasny Asset Management LLC | 492,949 | $19.5M | 0.05% | −787,760−61.5% | Reduced |
| Standard Life Aberdeen plc | 487,105 | $19.3M | 0.05% | +487,105 | New |
| Prudential Financial Inc | 465,522 | $18.5M | 0.03% | −34,370−6.9% | Reduced |
| Tributary Capital Management, LLC | 450,994 | $17.9M | 1.69% | +86,854+23.9% | Added |
| BNP Paribas Arbitrage, SA | 443,912 | $17.6M | 0.04% | +57,983+15.0% | Added |
| Bank of America Corp | 439,398 | $17.4M | 0.00% | −253,374−36.6% | Reduced |
| Rhumbline Advisers | 425,844 | $16.9M | 0.02% | −2,019−0.5% | Reduced |
| Alyeska Investment Group, L.P. | 423,831 | $16.8M | 0.12% | +166,626+64.8% | Added |
| Aventail Capital Group, LP | 416,329 | $16.5M | 1.15% | −246,192−37.2% | Reduced |
| FMR LLC | 413,244 | $16.4M | 0.00% | −260,212−38.6% | Reduced |
| Glenmede Trust Co NA | 398,511 | $15.8M | 0.09% | −701−0.2% | Reduced |
| Legal & General Group Plc | 390,660 | $15.5M | 0.01% | −16,639−4.1% | Reduced |
| HRT Financial LP | 357,756 | $14.2M | 0.14% | +357,756 | New |
| Oslo Asset Management AS | 350,108 | $13.9M | 18.75% | −55,000−13.6% | Reduced |
| Envestnet Asset Management Inc | 341,898 | $13.6M | 0.01% | +80,509+30.8% | Added |
| Barclays PLC | 326,915 | $13.0M | 0.01% | −207,684−38.8% | Reduced |
| Russell Investments Group, Ltd. | 320,805 | $12.7M | 0.03% | −20,761−6.1% | Reduced |
| Walleye Capital LLC | 281,524 | $11.2M | 0.16% | +47,983+20.5% | Added |
| Algert Global LLC | 276,985 | $11.0M | 0.52% | −4,052−1.4% | Reduced |
| Swiss National Bank | 265,000 | $10.5M | 0.01% | +2,600+1.0% | Added |
| Citadel Advisors LLC | 255,795 | $10.1M | 0.01% | −491,349−65.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 246,810 | $9.79M | 0.24% | +121,410+96.8% | Added |
| California Public Employees Retirement System | 241,965 | $9.59M | 0.01% | +8,241+3.5% | Added |
| Baird Financial Group, Inc. | 235,540 | $9.34M | 0.03% | +17,503+8.0% | Added |
| Empowered Funds, LLC | 230,566 | $9.14M | 0.27% | +133,044+136.4% | Added |
| Hodges Capital Management Inc. | 226,967 | $9.00M | 1.07% | −217,404−48.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 220,278 | $8.73M | 1.38% | −90,146−29.0% | Reduced |
| Thrivent Financial for Lutherans | 220,069 | $8.73M | 0.02% | +11,653+5.6% | Added |
| First Dallas Securities Inc. | 218,633 | $8.67M | 1.99% | +218,633 | New |
| Eagle Asset Management Inc | 216,703 | $8.59M | 0.05% | −48,950−18.4% | Reduced |
| Cobalt Capital Management, Inc. | 200,000 | $7.93M | 3.02% | +160,000+400.0% | Added |
| Raymond James & Associates | 192,855 | $7.65M | 0.01% | −31,796−14.2% | Reduced |
| New York State Teachers Retirement System | 185,644 | $7.36M | 0.02% | −8,749−4.5% | Reduced |
| Evoke Wealth, LLC | 182,845 | $7.25M | 0.26% | −40,169−18.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 180,500 | $7.16M | 0.03% | −15,339−7.8% | Reduced |
| Rafferty Asset Management, LLC | 177,278 | $7.03M | 0.04% | −63,940−26.5% | Reduced |
| ExodusPoint Capital Management, LP | 176,221 | $6.99M | 0.09% | +176,221 | New |
| Citigroup Inc | 174,878 | $6.93M | 0.01% | −72,684−29.4% | Reduced |
| Assenagon Asset Management S.A. | 169,483 | $6.72M | 0.02% | +80,653+90.8% | Added |
| Comerica Bank | 166,795 | $6.61M | 0.03% | −185,803−52.7% | Reduced |
| Cambria Investment Management, L.P. | 163,587 | $6.49M | 0.53% | +163,587 | New |
| Mackenzie Financial Corp | 167,245 | $6.37M | 0.01% | +167,245 | New |
| Alliancebernstein L.P. | 155,260 | $6.16M | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 154,902 | $6.14M | 0.01% | −30,159−16.3% | Reduced |
| RE Advisers Corp | 153,300 | $6.08M | 0.17% | 00.0% | Unchanged |
| Mariner, LLC | 152,367 | $6.04M | 0.02% | +2,029+1.3% | Added |
| Public Sector Pension Investment Board | 146,670 | $5.82M | 0.04% | −67,252−31.4% | Reduced |
| AQR Capital Management LLC | 144,853 | $5.74M | 0.01% | −81,378−36.0% | Reduced |
| Bridgewater Associates, LP | 141,268 | $5.60M | 0.03% | +141,268 | New |
| Capital Fund Management S.A. | 139,143 | $5.52M | 0.07% | +26,192+23.2% | Added |
| 1492 Capital Management LLC | 137,036 | $5.43M | 3.50% | – | – |
| California State Teachers Retirement System | 133,085 | $5.28M | 0.01% | −12,929−8.9% | Reduced |
| UBS Group AG | 132,782 | $5.26M | 0.00% | −65,218−32.9% | Reduced |
| Nisa Investment Advisors, LLC | 127,955 | $5.07M | 0.04% | −10,010−7.3% | Reduced |
| Federated Hermes, Inc. | 127,498 | $5.06M | 0.01% | −554−0.4% | Reduced |
| Credit Suisse AG | 127,170 | $5.04M | 0.01% | −14,133−10.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 126,982 | $5.03M | 0.03% | −172,587−57.6% | Reduced |
| Jane Street Group, LLC | 124,948 | $4.95M | 0.01% | +106,191+566.1% | Added |
| Creative Planning | 121,272 | $4.81M | 0.01% | +61,368+102.4% | Added |
| Lord, Abbett & Co. LLC | 115,000 | $4.56M | 0.02% | +115,000 | New |
| Great West Life Assurance Co | 105,852 | $4.20M | 0.01% | −3,133−2.9% | Reduced |
| UBS Asset Management Americas Inc | 103,433 | $4.10M | 0.00% | +5,794+5.9% | Added |
| Texas Permanent School Fund | 100,782 | $4.00M | 0.04% | −5,333−5.0% | Reduced |
| Royal Bank of Canada | 100,398 | $3.98M | 0.00% | −38,365−27.6% | Reduced |
| Marshall Wace, LLP | 98,471 | $3.90M | 0.01% | −578,867−85.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 95,000 | $3.77M | 0.44% | +95,000 | New |
| CoreCommodity Management, LLC | 94,079 | $3.73M | 1.25% | −92,722−49.6% | Reduced |