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.
Q3 2023 vs. Q2 2023
How the institutions holding SM Energy Co changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 309 | 3 | 373 | +67 |
| Shares | 108.7M | 132.9K | 106.2M | −2.44M (−2.2%) |
| Value | $3.44B | $4.20M | $4.21B | +$777.6M (+22.6%) |
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (88)
Institutions that held SM Energy Co at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (21)
Institutions that held SM Energy Co at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| PointState Capital LP | 545,083 | $17.2M |
| Thomist Capital Management, LP | 119,552 | $3.74M |
| Nokomis Capital, L.L.C. | 93,628 | $2.96M |
| Globeflex Capital L P | 31,567 | $998.5K |
| Gsa Capital Partners LLP | 23,011 | $728.0K |
| Tudor Investment Corp Et Al | 16,520 | $522.5K |
| Bayesian Capital Management, LP | 16,032 | $507.1K |
| Cubic Asset Management, LLC | 15,675 | $495.8K |
| Aigen Investment Management, LP | 11,016 | $348.4K |
| DuPont Capital Management Corp | 10,597 | $335.2K |
| Quadrature Capital Ltd | 9,060 | $286.7K |
| Inceptionr LLC | 8,580 | $271.4K |
| O'Shaughnessy Asset Management, LLC | 8,129 | $257.1K |
| Vident Investment Advisory, LLC | 7,407 | $234.3K |
| Worth Asset Management, LLC | 742 | $23.5K |
| Motco | 41 | $1.30K |
| 25 LLC | 37 | $1.27K |
| Ronald Blue Trust, Inc. | 24 | $1.00K |
| Clearview Wealth Advisors LLC | 30 | $949 |
| Disciplined Investments, LLC | 17 | $538 |
| Cornerstone Planning Group LLC | 16 | $506 |
Not filed for Q3 2023 yet (3)
Institutions that held SM Energy Co at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 97,522 | $3.08M |
| Aj Wealth Strategies, LLC | 22,445 | $709.9K |
| Pictet Asset Management SA | 12,923 | $408.8K |