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 |
|---|---|---|---|---|---|
| Ironwood Investment Management LLC | 34,190 | $1.36M | 0.83% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,287 | $1.36M | 0.00% | +180+0.5% | Added |
| Arizona State Retirement System | 34,315 | $1.36M | 0.01% | +464+1.4% | Added |
| Toroso Investments, LLC | 34,562 | $1.37M | 0.04% | −9,195−21.0% | Reduced |
| CSS LLC | 35,000 | $1.39M | 0.12% | +25,000+250.0% | Added |
| Canada Pension Plan Investment Board | 35,000 | $1.39M | 0.00% | +35,000 | New |
| Oregon Public Employees Retirement Fund | 35,252 | $1.40M | 0.02% | −2,300−6.1% | Reduced |
| Holocene Advisors, LP | 35,353 | $1.40M | 0.01% | −150,732−81.0% | Reduced |
| Waldron Private Wealth LLC | 35,548 | $1.41M | 0.07% | −220−0.6% | Reduced |
| Adams Wealth Management | 37,251 | $1.48M | 0.50% | −4,527−10.8% | Reduced |
| Ensign Peak Advisors, Inc | 37,270 | $1.48M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 36,154 | $1.48M | 0.00% | −574−1.6% | Reduced |
| SG Americas Securities, LLC | 37,536 | $1.49M | 0.02% | +37,536 | New |
| TCI Wealth Advisors, Inc. | 38,898 | $1.54M | 0.20% | −173−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.58M | 0.02% | 00.0% | Unchanged |
| Viking Fund Management LLC | 40,000 | $1.59M | 0.32% | +40,000 | New |
| Ellevest, Inc. | 40,667 | $1.61M | 0.12% | −4,110−9.2% | Reduced |
| Insight Wealth Strategies, LLC | 41,134 | $1.63M | 0.32% | +2,016+5.2% | Added |
| Squarepoint Ops LLC | 42,763 | $1.70M | 0.01% | +42,763 | New |
| Natixis Advisors, L.P. | 43,190 | $1.71M | 0.01% | +3,726+9.4% | Added |
| Maryland State Retirement & Pension System | 43,708 | $1.73M | 0.04% | −3,246−6.9% | Reduced |
| Cresset Asset Management, LLC | 45,550 | $1.81M | 0.01% | +3,723+8.9% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.82M | 0.39% | 00.0% | Unchanged |
| Amalgamated Bank | 46,901 | $1.86M | 0.02% | −1,520−3.1% | Reduced |
| Two Sigma Advisers, LP | 50,600 | $2.01M | 0.01% | −24,300−32.4% | Reduced |
| Teacher Retirement System of Texas | 50,806 | $2.01M | 0.01% | +9,837+24.0% | Added |
| US Bancorp | 52,158 | $2.07M | 0.00% | −6,707−11.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 52,879 | $2.10M | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 54,700 | $2.17M | 0.01% | +54,700 | New |
| PDT Partners, LLC | 54,952 | $2.18M | 0.27% | +54,952 | New |
| Edgestream Partners, L.P. | 56,158 | $2.23M | 0.18% | +20,089+55.7% | Added |
| Los Angeles Capital Management LLC | 56,254 | $2.23M | 0.01% | +56,254 | New |
| DFPG Investments, LLC | 62,892 | $2.28M | 0.21% | −12,318−16.4% | Reduced |
| Janus Henderson Group PLC | 58,204 | $2.31M | 0.00% | −80.0% | Reduced |
| Mercer Global Advisors Inc | 59,202 | $2.35M | 0.01% | +1,450+2.5% | Added |
| HSBC Holdings PLC | 59,469 | $2.38M | 0.00% | −133,441−69.2% | Reduced |
| Louisiana State Employees Retirement System | 60,400 | $2.39M | 0.05% | −2,900−4.6% | Reduced |
| Dark Forest Capital Management LP | 60,407 | $2.40M | 0.20% | +60,407 | New |
| Cinctive Capital Management LP | 61,176 | $2.43M | 0.13% | −162,127−72.6% | Reduced |
| Truist Financial Corp | 61,310 | $2.43M | 0.00% | +14,983+32.3% | Added |
| Yousif Capital Management, LLC | 62,297 | $2.47M | 0.03% | −5,028−7.5% | Reduced |
| Man Group plc | – | $2.47M | 0.01% | – | – |
| First National Bank of Omaha | 62,384 | $2.47M | 0.16% | +30.0% | Added |
| MetLife Investment Management | 63,113 | $2.50M | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 63,446 | $2.52M | 0.00% | +14,734+30.2% | Added |
| American International Group, Inc. | 65,836 | $2.61M | 0.02% | +1,308+2.0% | Added |
| Point72 Middle East FZE | 69,276 | $2.75M | 0.17% | +69,276 | New |
| Trexquant Investment LP | 72,054 | $2.86M | 0.07% | −9,557−11.7% | Reduced |
| State of New Jersey Common Pension Fund D | 72,718 | $2.88M | 0.01% | −18,413−20.2% | Reduced |
| CI Private Wealth, LLC | 73,313 | $2.91M | 0.01% | +220.0% | Added |
| Deutsche Bank AG | 73,805 | $2.93M | 0.00% | −140,164−65.5% | Reduced |
| Susquehanna International Group, LLP | 73,900 | $2.93M | 0.00% | −184,680−71.4% | Reduced |
| State of Alaska, Department of Revenue | 73,958 | $2.93M | 0.04% | −5,340−6.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.95M | 1.77% | −44,000−37.2% | Reduced |
| TownSquare Capital, LLC | 76,449 | $3.03M | 0.06% | +772+1.0% | Added |
| Ethic Inc. | 76,744 | $3.04M | 0.11% | +3,337+4.5% | Added |
| Verdence Capital Advisors LLC | 77,729 | $3.08M | 0.33% | +1,954+2.6% | Added |
| Jacobs Levy Equity Management, Inc | 79,169 | $3.14M | 0.02% | −169−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,334 | $3.15M | 0.03% | −56,896−41.8% | Reduced |
| Boston Partners | 80,420 | $3.19M | 0.00% | −7,376−8.4% | Reduced |
| Clark Estates Inc | 80,800 | $3.20M | 0.58% | −37,200−31.5% | Reduced |
| Victory Capital Management Inc | 83,643 | $3.32M | 0.00% | −16,224−16.2% | Reduced |
| Connors Investor Services Inc | 84,493 | $3.35M | 0.41% | +198+0.2% | Added |
| HITE Hedge Asset Management LLC | 84,907 | $3.37M | 0.36% | −288,551−77.3% | Reduced |
| Franklin Resources Inc | 86,961 | $3.45M | 0.00% | −6,014−6.5% | Reduced |
| State of Tennessee, Treasury Department | 87,945 | $3.49M | 0.01% | −1,155−1.3% | Reduced |
| Wells Fargo & Company | 89,205 | $3.54M | 0.00% | −78,377−46.8% | Reduced |
| Illinois Municipal Retirement Fund | 89,413 | $3.54M | 0.07% | +68,871+335.3% | Added |
| Hussman Strategic Advisors, Inc. | 89,600 | $3.55M | 0.68% | 00.0% | Unchanged |
| Voya Investment Management LLC | 90,354 | $3.58M | 0.00% | +185+0.2% | Added |
| First Eagle Investment Management, LLC | 91,178 | $3.62M | 0.01% | −31,000−25.4% | Reduced |
| Colony Group LLC | 91,492 | $3.63M | 0.05% | −2,208−2.4% | Reduced |
| Congress Asset Management Co | 92,517 | $3.67M | 0.03% | +92,517 | New |
| CoreCommodity Management, LLC | 94,079 | $3.73M | 1.25% | −92,722−49.6% | Reduced |
| Schwerin Boyle Capital Management Inc | 95,000 | $3.77M | 0.44% | +95,000 | New |
| Marshall Wace, LLP | 98,471 | $3.90M | 0.01% | −578,867−85.5% | Reduced |
| Royal Bank of Canada | 100,398 | $3.98M | 0.00% | −38,365−27.6% | Reduced |
| Texas Permanent School Fund | 100,782 | $4.00M | 0.04% | −5,333−5.0% | Reduced |
| UBS Asset Management Americas Inc | 103,433 | $4.10M | 0.00% | +5,794+5.9% | Added |
| Great West Life Assurance Co | 105,852 | $4.20M | 0.01% | −3,133−2.9% | Reduced |
| Lord, Abbett & Co. LLC | 115,000 | $4.56M | 0.02% | +115,000 | New |
| Creative Planning | 121,272 | $4.81M | 0.01% | +61,368+102.4% | Added |
| Jane Street Group, LLC | 124,948 | $4.95M | 0.01% | +106,191+566.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 126,982 | $5.03M | 0.03% | −172,587−57.6% | Reduced |
| Credit Suisse AG | 127,170 | $5.04M | 0.01% | −14,133−10.0% | Reduced |
| Federated Hermes, Inc. | 127,498 | $5.06M | 0.01% | −554−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 127,955 | $5.07M | 0.04% | −10,010−7.3% | Reduced |
| UBS Group AG | 132,782 | $5.26M | 0.00% | −65,218−32.9% | Reduced |
| California State Teachers Retirement System | 133,085 | $5.28M | 0.01% | −12,929−8.9% | Reduced |
| 1492 Capital Management LLC | 137,036 | $5.43M | 3.50% | – | – |
| Capital Fund Management S.A. | 139,143 | $5.52M | 0.07% | +26,192+23.2% | Added |
| Bridgewater Associates, LP | 141,268 | $5.60M | 0.03% | +141,268 | New |
| AQR Capital Management LLC | 144,853 | $5.74M | 0.01% | −81,378−36.0% | Reduced |
| Public Sector Pension Investment Board | 146,670 | $5.82M | 0.04% | −67,252−31.4% | Reduced |
| Mariner, LLC | 152,367 | $6.04M | 0.02% | +2,029+1.3% | Added |
| RE Advisers Corp | 153,300 | $6.08M | 0.17% | 00.0% | Unchanged |
| Putnam Investments LLC | 154,902 | $6.14M | 0.01% | −30,159−16.3% | Reduced |
| Alliancebernstein L.P. | 155,260 | $6.16M | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 167,245 | $6.37M | 0.01% | +167,245 | New |
| Cambria Investment Management, L.P. | 163,587 | $6.49M | 0.53% | +163,587 | New |