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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 5 | $158 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $237 | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 6 | $238 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $278 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $555 | 0.00% | +14 | New |
| Abound Wealth Management | 14 | $556 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $675 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $991 | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 25 | $992 | 0.00% | +25 | New |
| ClariVest Asset Management LLC | 18 | $1.00K | 0.00% | −33−64.7% | Reduced |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $1.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $1.03K | 0.00% | +6+30.0% | Added |
| Proequities, Inc. | 32 | $1.27K | 0.00% | +5+18.5% | Added |
| Farther Finance Advisors, LLC | 33 | $1.31K | 0.00% | +17+106.3% | Added |
| Global Retirement Partners, LLC | 44 | $1.60K | 0.00% | +8+22.2% | Added |
| Quent Capital, LLC | 53 | $2.10K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 73 | $2.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $3.37K | 0.00% | +44+107.3% | Added |
| AdvisorNet Financial, Inc | 87 | $3.45K | 0.00% | +8+10.1% | Added |
| GoalVest Advisory LLC | 89 | $3.53K | 0.00% | +14+18.7% | Added |
| Farmers & Merchants Investments Inc | 91 | $3.61K | 0.00% | +3+3.4% | Added |
| Bell Investment Advisors, Inc | 95 | $3.77K | 0.00% | +14+17.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98 | $3.88K | 0.00% | +98 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3.89K | 0.00% | +98 | New |
| Coppell Advisory Solutions LLC | 130 | $4.53K | 0.00% | +43+49.4% | Added |
| Steward Financial Group LLC | 136 | $5.00K | 0.00% | +136 | New |
| Steward Partners Investment Advisory, LLC | 150 | $5.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 161 | $6.38K | 0.00% | +63+64.3% | Added |
| Raleigh Capital Management Inc. | 169 | $6.70K | 0.00% | +169 | New |
| Lee Financial Co | 185 | $7.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 187 | $7.42K | 0.00% | −23−11.0% | Reduced |
| Bessemer Group Inc | 209 | $8.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 231 | $9.16K | 0.01% | +231 | New |
| West Tower Group, LLC | 265 | $10.5K | 0.01% | +265 | New |
| Macroview Investment Management LLC | 266 | $10.5K | 0.01% | +266 | New |
| Hexagon Capital Partners LLC | 279 | $11.1K | 0.00% | +148+113.0% | Added |
| Cary Street Partner Investment Advisory LLC | 285 | $11.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 288 | $11.4K | 0.00% | +7+2.5% | Added |
| Parkside Financial Bank & Trust | 295 | $11.7K | 0.00% | +5+1.7% | Added |
| Bollard Group LLC | 303 | $12.0K | 0.00% | +1+0.3% | Added |
| Cypress Capital Management LLC (WY) | 310 | $12.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 341 | $13.5K | 0.00% | −539−61.3% | Reduced |
| Massmutual Trust Co FSB | 342 | $13.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 354 | $14.0K | 0.00% | +69+24.2% | Added |
| Cutler Group LP | 400 | $15.0K | 0.00% | +400 | New |
| Cullen/Frost Bankers, Inc. | 500 | $19.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $19.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 599 | $23.8K | 0.00% | +223+59.3% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $23.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 680 | $27.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 720 | $28.0K | 0.00% | +720 | New |
| Global Wealth Strategies & Associates | 752 | $29.8K | 0.01% | +3+0.4% | Added |
| BluePath Capital Management, LLC | 797 | $31.6K | 0.03% | +797 | New |
| Byrne Asset Management LLC | – | $32.0K | 0.03% | – | – |
| Fifth Third Bancorp | 850 | $33.7K | 0.00% | +10+1.2% | Added |
| Pacer Advisors, Inc. | 938 | $37.2K | 0.00% | −1,670,725−99.9% | Reduced |
| Nomura Asset Management Co Ltd | 990 | $39.3K | 0.00% | +370+59.7% | Added |
| Covestor Ltd | 1,064 | $42.0K | 0.03% | +794+294.1% | Added |
| First Horizon Advisors, Inc. | 1,116 | $44.2K | 0.00% | +155+16.1% | Added |
| Umb Bank N A | 1,131 | $44.8K | 0.00% | +113+11.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,400 | $55.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $56.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,539 | $61.0K | 0.01% | +4+0.3% | Added |
| Acadian Asset Management LLC | 1,636 | $64.0K | 0.00% | +1,636 | New |
| Archer Investment Corp | 1,850 | $73.4K | 0.03% | +20+1.1% | Added |
| Signaturefd, LLC | 2,395 | $95.0K | 0.00% | +23+1.0% | Added |
| CWM, LLC | 2,411 | $96.0K | 0.00% | +67+2.9% | Added |
| Headlands Technologies LLC | 2,828 | $112.1K | 0.06% | −4,665−62.3% | Reduced |
| KBC Group NV | 2,901 | $115.0K | 0.00% | −6,225−68.2% | Reduced |
| NBC Securities, Inc. | 2,922 | $115.0K | 0.01% | +2,922 | New |
| Tower Research Capital LLC (TRC) | 3,267 | $129.5K | 0.00% | −315−8.8% | Reduced |
| GWM Advisors LLC | 3,469 | $137.5K | 0.00% | −2,018−36.8% | Reduced |
| Meeder Asset Management Inc | 3,489 | $138.3K | 0.01% | +750+27.4% | Added |
| Ci Investments Inc. | 4,557 | $181.0K | 0.00% | +3,768+477.6% | Added |
| Ashton Thomas Private Wealth, LLC | 5,232 | $207.4K | 0.02% | +5,232 | New |
| King Luther Capital Management Corp | 5,304 | $210.3K | 0.00% | +5,304 | New |
| Sequoia Financial Advisors, LLC | 5,560 | $220.5K | 0.00% | +5,560 | New |
| Two Sigma Securities, LLC | 5,653 | $224.1K | 0.01% | +5,653 | New |
| Park Avenue Securities LLC | 5,704 | $226.0K | 0.00% | +5,704 | New |
| Auxier Asset Management | 5,740 | $227.6K | 0.04% | +5,740 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $229.0K | 0.00% | +5,738 | New |
| Shelton Capital Management | 5,795 | $229.8K | 0.01% | +5,795 | New |
| First Republic Investment Management, Inc. | 5,888 | $233.5K | 0.00% | −1,579−21.1% | Reduced |
| Cable Hill Partners, LLC | 5,919 | $234.7K | 0.03% | +5,919 | New |
| Vise Technologies, Inc. | 6,013 | $238.4K | 0.06% | +6,013 | New |
| Kapitalo Investimentos Ltda | 6,176 | $244.9K | 0.03% | +6,176 | New |
| CIBC Private Wealth Group, LLC | 6,250 | $247.8K | 0.00% | +6,250 | New |
| Magnetar Financial LLC | 6,262 | $248.3K | 0.01% | +6,262 | New |
| Schonfeld Strategic Advisors LLC | 6,509 | $258.1K | 0.00% | +6,509 | New |
| Quadrant Capital Group LLC | 6,595 | $261.5K | 0.03% | +1,588+31.7% | Added |
| Profund Advisors LLC | 6,714 | $266.2K | 0.01% | −398−5.6% | Reduced |
| SYSTM Wealth Solutions LLC | 6,789 | $269.2K | 0.04% | −2,103−23.7% | Reduced |
| QRG Capital Management, Inc. | 6,800 | $269.6K | 0.00% | +6,800 | New |
| Janney Montgomery Scott LLC | 6,853 | $272.0K | 0.00% | +6,853 | New |
| Axq Capital, LP | 7,000 | $277.6K | 0.10% | +7,000 | New |
| Metropolitan Life Insurance Co | 7,026 | $278.6K | 0.01% | +385+5.8% | Added |
| Verity Asset Management, Inc. | 7,063 | $280.0K | 0.21% | +7,063 | New |
| Xponance, Inc. | 7,154 | $283.7K | 0.00% | +63+0.9% | Added |
| AlphaMark Advisors, LLC | 7,435 | $295.0K | 0.13% | +7,435 | New |