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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 7,505 | $297.6K | 0.16% | +7,505 | New |
| Integrated Wealth Concepts LLC | 7,534 | $298.7K | 0.01% | +7,534 | New |
| Virginia Retirement Systems Et Al | 7,700 | $305.3K | 0.00% | −5,600−42.1% | Reduced |
| CWM Advisors, LLC | 7,703 | $305.4K | 0.04% | −2,192−22.2% | Reduced |
| Meridian Wealth Advisors, LLC | 7,720 | $306.1K | 0.08% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 7,724 | $306.3K | 0.00% | −431,936−98.2% | Reduced |
| CAPROCK Group, Inc. | 7,724 | $306.3K | 0.02% | −174−2.2% | Reduced |
| Readystate Asset Management LP | 7,753 | $307.4K | 0.03% | −1,867−19.4% | Reduced |
| Brevan Howard Capital Management LP | 7,836 | $310.7K | 0.09% | −5,547−41.4% | Reduced |
| Numerai GP LLC | 7,987 | $316.7K | 0.11% | −56,231−87.6% | Reduced |
| Paragon Capital Management Ltd | 8,095 | $321.0K | 0.07% | −354−4.2% | Reduced |
| Maven Securities LTD | 8,096 | $321.0K | 0.04% | +8,096 | New |
| Energy Income Partners, LLC | 8,182 | $324.4K | 0.01% | +845+11.5% | Added |
| CFM Wealth Partners LLC | 8,209 | $325.5K | 0.09% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,342 | $330.8K | 0.00% | +8,342 | New |
| Alps Advisors Inc | 8,380 | $332.3K | 0.00% | +8,380 | New |
| Crossmark Global Holdings, Inc. | 8,483 | $333.0K | 0.01% | −379−4.3% | Reduced |
| Neuberger Berman Group LLC | 8,507 | $337.3K | 0.00% | +1,005+13.4% | Added |
| Vident Advisory, LLC | 8,517 | $337.7K | 0.01% | +8,517 | New |
| Simplex Trading, LLC | 8,614 | $341.0K | 0.01% | −13,970−61.9% | Reduced |
| Capstone Investment Advisors, LLC | 8,725 | $345.9K | 0.01% | +8,725 | New |
| HighTower Advisors, LLC | 8,695 | $347.0K | 0.00% | −509−5.5% | Reduced |
| Vestcor Inc | 8,843 | $351.0K | 0.01% | +8,843 | New |
| Foundry Partners, LLC | 9,050 | $358.8K | 0.02% | +9,050 | New |
| Henshaw Capital LLC | 9,057 | $359.1K | 0.02% | +9,057 | New |
| Advisor Group Holdings, Inc. | 9,127 | $362.0K | 0.00% | +4,351+91.1% | Added |
| Cim Investment Mangement Inc | 9,388 | $372.2K | 0.14% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 9,886 | $392.0K | 0.10% | +9,886 | New |
| Winton Group Ltd | 10,300 | $408.4K | 0.03% | −4,674−31.2% | Reduced |
| Black Maple Capital Management LP | 10,500 | $416.3K | 0.38% | +10,500 | New |
| Meritage Portfolio Management | 10,876 | $431.0K | 0.03% | −358−3.2% | Reduced |
| Kestra Advisory Services, LLC | 10,916 | $432.8K | 0.00% | +109+1.0% | Added |
| Point72 Asset Management, L.P. | 10,949 | $434.1K | 0.00% | +10,949 | New |
| Texas Yale Capital Corp. | 11,169 | $442.9K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 11,246 | $445.9K | 0.04% | +1,145+11.3% | Added |
| Shell Asset Management Co | 11,424 | $453.0K | 0.02% | −197−1.7% | Reduced |
| PEAK6 Investments LLC | 11,508 | $456.3K | 0.02% | −29,920−72.2% | Reduced |
| American Trust | 11,519 | $456.7K | 0.04% | −2,765−19.4% | Reduced |
| Empirical Finance, LLC | 11,713 | $464.4K | 0.03% | +1,673+16.7% | Added |
| Verition Fund Management LLC | 11,766 | $466.5K | 0.01% | 00.0% | Unchanged |
| Capital Counsel LLC | 11,905 | $472.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,937 | $473.3K | 0.02% | +2,016+20.3% | Added |
| Bridgefront Capital, LLC | 12,030 | $477.0K | 0.33% | +12,030 | New |
| Oppenheimer Asset Management Inc. | 12,045 | $477.6K | 0.01% | −132−1.1% | Reduced |
| Duality Advisers, LP | 12,078 | $478.9K | 0.06% | +12,078 | New |
| LPL Financial LLC | 12,323 | $488.6K | 0.00% | +3,515+39.9% | Added |
| Bailard, Inc. | 12,800 | $507.5K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 12,833 | $508.8K | 0.08% | +6,179+92.9% | Added |
| Blackstone Group Inc. | 12,871 | $510.3K | 0.00% | +12,871 | New |
| Mach-1 Financial Group, Inc. | 13,021 | $516.3K | 0.22% | +13,021 | New |
| Pictet Asset Management Holding SA | 13,262 | $525.8K | 0.00% | +13,262 | New |
| AE Wealth Management LLC | 13,497 | $535.2K | 0.00% | +13,497 | New |
| Tocqueville Asset Management L.P. | 13,700 | $543.2K | 0.01% | −65,000−82.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 13,896 | $551.0K | 0.13% | +13,896 | New |
| Mount Yale Investment Advisors, LLC | 13,896 | $551.0K | 0.06% | +13,896 | New |
| Cornerstone Investment Partners, LLC | 13,932 | $552.4K | 0.03% | +165+1.2% | Added |
| Captrust Financial Advisors | 13,966 | $553.8K | 0.00% | −9,061−39.3% | Reduced |
| Gallacher Capital Management LLC | 14,036 | $556.5K | 0.35% | +1,120+8.7% | Added |
| Alpha DNA Investment Management LLC | 14,723 | $583.8K | 0.38% | +14,723 | New |
| Moody National Bank Trust Division | 15,000 | $594.8K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,272 | $605.5K | 0.10% | +15,272 | New |
| Lazard Asset Management LLC | 15,315 | $606.0K | 0.00% | +5,666+58.7% | Added |
| Gotham Asset Management, LLC | 15,415 | $611.2K | 0.01% | +502+3.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,500 | $614.6K | 0.00% | +6,737+76.9% | Added |
| Caxton Associates LP | 15,741 | $624.1K | 0.09% | +15,741 | New |
| Dynamic Technology Lab Private Ltd | 15,810 | $627.0K | 0.06% | +15,810 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $651.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 16,455 | $652.4K | 0.04% | +16,455 | New |
| Centiva Capital, LP | 17,556 | $696.1K | 0.03% | +4,856+38.2% | Added |
| Sippican Capital Advisors | 17,700 | $701.8K | 0.64% | +30+0.2% | Added |
| ProShare Advisors LLC | 18,251 | $723.7K | 0.00% | −522−2.8% | Reduced |
| Friedenthal Financial | 18,266 | $724.2K | 0.49% | +18,266 | New |
| Public Employees Retirement System of Ohio | 19,518 | $774.0K | 0.00% | +112+0.6% | Added |
| Exchange Traded Concepts, LLC | 19,839 | $786.6K | 0.02% | −5,209−20.8% | Reduced |
| Guggenheim Capital LLC | 20,617 | $817.5K | 0.01% | −9,985−32.6% | Reduced |
| Mutual of America Capital Management LLC | 20,798 | $824.6K | 0.01% | −2,741−11.6% | Reduced |
| JustInvest LLC | 21,263 | $843.1K | 0.03% | +2,340+12.4% | Added |
| Royce & Associates LP | 22,242 | $881.9K | 0.01% | −16,656−42.8% | Reduced |
| STRS Ohio | 22,400 | $888.0K | 0.00% | −6,000−21.1% | Reduced |
| Jefferies Financial Group Inc. | 22,692 | $899.7K | 0.02% | +10,266+82.6% | Added |
| Everence Capital Management Inc | 22,970 | $911.0K | 0.07% | +22,970 | New |
| Zacks Investment Management | 23,419 | $928.6K | 0.01% | +23,419 | New |
| Cerity Partners LLC | 23,589 | $935.3K | 0.00% | +1,938+9.0% | Added |
| Cubist Systematic Strategies, LLC | 23,725 | $940.7K | 0.01% | +23,725 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,127 | $956.6K | 0.00% | +2,777+13.0% | Added |
| Engineers Gate Manager LP | 24,239 | $961.1K | 0.04% | −53,650−68.9% | Reduced |
| Aquatic Capital Management LLC | 25,100 | $995.0K | 0.04% | +25,100 | New |
| Walleye Trading LLC | 25,894 | $1.03M | 0.02% | +19,554+308.4% | Added |
| Panagora Asset Management Inc | 27,460 | $1.09M | 0.01% | +27,460 | New |
| Clark Capital Management Group, Inc. | 27,953 | $1.11M | 0.01% | +27,953 | New |
| The PNC Financial Services Group, Inc. | 28,217 | $1.12M | 0.00% | +2,516+9.8% | Added |
| SEI Investments Co | 28,415 | $1.13M | 0.00% | −465−1.6% | Reduced |
| Martingale Asset Management L P | 29,853 | $1.18M | 0.02% | +12,083+68.0% | Added |
| Brinker Capital Investments, LLC | 31,710 | $1.26M | 0.02% | −13,634−30.1% | Reduced |
| Orion Portfolio Solutions, LLC | 31,710 | $1.26M | 0.02% | −13,634−30.1% | Reduced |
| Advisor Partners II, LLC | 32,359 | $1.28M | 0.05% | +161+0.5% | Added |
| State of Wisconsin Investment Board | 32,640 | $1.29M | 0.00% | +4,075+14.3% | Added |
| Twinbeech Capital LP | 32,753 | $1.30M | 0.02% | +32,753 | New |
| TD Asset Management Inc | 33,100 | $1.31M | 0.00% | −3,000−8.3% | Reduced |
| Neo Ivy Capital Management | 33,600 | $1.33M | 0.59% | −4,062−10.8% | Reduced |