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 |
|---|---|---|---|---|---|
| Comerica Bank | 166,795 | $6.61M | 0.03% | −185,803−52.7% | Reduced |
| Assenagon Asset Management S.A. | 169,483 | $6.72M | 0.02% | +80,653+90.8% | Added |
| Citigroup Inc | 174,878 | $6.93M | 0.01% | −72,684−29.4% | Reduced |
| ExodusPoint Capital Management, LP | 176,221 | $6.99M | 0.09% | +176,221 | New |
| Rafferty Asset Management, LLC | 177,278 | $7.03M | 0.04% | −63,940−26.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 180,500 | $7.16M | 0.03% | −15,339−7.8% | Reduced |
| Evoke Wealth, LLC | 182,845 | $7.25M | 0.26% | −40,169−18.0% | Reduced |
| New York State Teachers Retirement System | 185,644 | $7.36M | 0.02% | −8,749−4.5% | Reduced |
| Raymond James & Associates | 192,855 | $7.65M | 0.01% | −31,796−14.2% | Reduced |
| Cobalt Capital Management, Inc. | 200,000 | $7.93M | 3.02% | +160,000+400.0% | Added |
| Eagle Asset Management Inc | 216,703 | $8.59M | 0.05% | −48,950−18.4% | Reduced |
| First Dallas Securities Inc. | 218,633 | $8.67M | 1.99% | +218,633 | New |
| Thrivent Financial for Lutherans | 220,069 | $8.73M | 0.02% | +11,653+5.6% | Added |
| Pekin Hardy Strauss, Inc. | 220,278 | $8.73M | 1.38% | −90,146−29.0% | Reduced |
| Hodges Capital Management Inc. | 226,967 | $9.00M | 1.07% | −217,404−48.9% | Reduced |
| Empowered Funds, LLC | 230,566 | $9.14M | 0.27% | +133,044+136.4% | Added |
| Baird Financial Group, Inc. | 235,540 | $9.34M | 0.03% | +17,503+8.0% | Added |
| California Public Employees Retirement System | 241,965 | $9.59M | 0.01% | +8,241+3.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 246,810 | $9.79M | 0.24% | +121,410+96.8% | Added |
| Citadel Advisors LLC | 255,795 | $10.1M | 0.01% | −491,349−65.8% | Reduced |
| Swiss National Bank | 265,000 | $10.5M | 0.01% | +2,600+1.0% | Added |
| Algert Global LLC | 276,985 | $11.0M | 0.52% | −4,052−1.4% | Reduced |
| Walleye Capital LLC | 281,524 | $11.2M | 0.16% | +47,983+20.5% | Added |
| Russell Investments Group, Ltd. | 320,805 | $12.7M | 0.03% | −20,761−6.1% | Reduced |
| Barclays PLC | 326,915 | $13.0M | 0.01% | −207,684−38.8% | Reduced |
| Envestnet Asset Management Inc | 341,898 | $13.6M | 0.01% | +80,509+30.8% | Added |
| Oslo Asset Management AS | 350,108 | $13.9M | 18.75% | −55,000−13.6% | Reduced |
| HRT Financial LP | 357,756 | $14.2M | 0.14% | +357,756 | New |
| Legal & General Group Plc | 390,660 | $15.5M | 0.01% | −16,639−4.1% | Reduced |
| Glenmede Trust Co NA | 398,511 | $15.8M | 0.09% | −701−0.2% | Reduced |
| FMR LLC | 413,244 | $16.4M | 0.00% | −260,212−38.6% | Reduced |
| Aventail Capital Group, LP | 416,329 | $16.5M | 1.15% | −246,192−37.2% | Reduced |
| Alyeska Investment Group, L.P. | 423,831 | $16.8M | 0.12% | +166,626+64.8% | Added |
| Rhumbline Advisers | 425,844 | $16.9M | 0.02% | −2,019−0.5% | Reduced |
| Bank of America Corp | 439,398 | $17.4M | 0.00% | −253,374−36.6% | Reduced |
| BNP Paribas Arbitrage, SA | 443,912 | $17.6M | 0.04% | +57,983+15.0% | Added |
| Tributary Capital Management, LLC | 450,994 | $17.9M | 1.69% | +86,854+23.9% | Added |
| Prudential Financial Inc | 465,522 | $18.5M | 0.03% | −34,370−6.9% | Reduced |
| Standard Life Aberdeen plc | 487,105 | $19.3M | 0.05% | +487,105 | New |
| Balyasny Asset Management LLC | 492,949 | $19.5M | 0.05% | −787,760−61.5% | Reduced |
| Wellington Management Group LLP | 514,785 | $20.4M | 0.00% | −336,316−39.5% | Reduced |
| Wedge Capital Management L L P | 535,208 | $21.2M | 0.42% | −73,143−12.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 537,587 | $21.3M | 0.04% | −9,710−1.8% | Reduced |
| SIR Capital Management, L.P. | 545,700 | $21.6M | 2.57% | +54,400+11.1% | Added |
| Price T Rowe Associates Inc | 630,307 | $25.0M | 0.00% | −385,955−38.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 632,776 | $25.1M | 0.03% | +156,689+32.9% | Added |
| Principal Financial Group Inc | 674,978 | $26.8M | 0.02% | −41,373−5.8% | Reduced |
| Nuveen Asset Management, LLC | 680,833 | $27.0M | 0.01% | −4,923−0.7% | Reduced |
| GW&K Investment Management, LLC | 708,963 | $28.1M | 0.28% | −26,153−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 788,108 | $31.2M | 0.05% | −688,485−46.6% | Reduced |
| First Trust Advisors LP | 878,758 | $34.8M | 0.04% | −61,623−6.6% | Reduced |
| William Blair Investment Management, LLC | 1,032,446 | $40.9M | 0.14% | −77,280−7.0% | Reduced |
| Palisade Capital Management LLC | 1,103,166 | $43.7M | 1.22% | +142,550+14.8% | Added |
| Ameriprise Financial Inc | 1,163,332 | $46.1M | 0.02% | +358,253+44.5% | Added |
| Channing Capital Management, LLC | 1,172,549 | $46.5M | 1.53% | +1,172,549 | New |
| Northern Trust Corp | 1,380,192 | $54.7M | 0.01% | −12,443−0.9% | Reduced |
| Bank of New York Mellon Corp | 1,403,489 | $55.6M | 0.01% | −29,622−2.1% | Reduced |
| Morgan Stanley | 1,446,714 | $57.4M | 0.01% | +540,359+59.6% | Added |
| Goldman Sachs Group Inc | 1,467,802 | $58.2M | 0.01% | −114,759−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,528,322 | $60.6M | 0.02% | +67,225+4.6% | Added |
| American Century Companies Inc | 1,547,315 | $61.4M | 0.05% | +83,588+5.7% | Added |
| Renaissance Technologies LLC | 1,625,500 | $64.5M | 0.11% | +6,800+0.4% | Added |
| JPMorgan Chase & Co | 1,848,799 | $73.3M | 0.01% | −91,302−4.7% | Reduced |
| Invesco Ltd. | 2,054,503 | $81.5M | 0.02% | +865,480+72.8% | Added |
| Macquarie Group Ltd | 2,160,497 | $85.7M | 0.11% | +1,727,140+398.5% | Added |
| Millennium Management LLC | 2,262,078 | $89.7M | 0.09% | +8,486+0.4% | Added |
| River Road Asset Management, LLC | 2,278,745 | $90.4M | 1.29% | −60,602−2.6% | Reduced |
| Geode Capital Management, LLC | 2,452,401 | $97.2M | 0.01% | +92,239+3.9% | Added |
| Frontier Capital Management Co LLC | 3,453,635 | $136.9M | 1.51% | +38,979+1.1% | Added |
| Dimensional Fund Advisors LP | 5,015,952 | $198.9M | 0.07% | +736,573+17.2% | Added |
| State Street Corp | 6,384,246 | $253.1M | 0.01% | −257,540−3.9% | Reduced |
| Vanguard Group Inc | 14,492,397 | $574.6M | 0.01% | −428,690−2.9% | Reduced |
| BlackRock Inc. | 20,243,373 | $802.6M | 0.02% | −1,182,153−5.5% | Reduced |
| PointState Capital LP | 0 | $0 | 0.00% | −545,083−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −119,552−100.0% | Sold out |
| Nokomis Capital, L.L.C. | 0 | $0 | 0.00% | −93,628−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −31,567−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −23,011−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,520−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,032−100.0% | Sold out |
| Cubic Asset Management, LLC | 0 | $0 | 0.00% | −15,675−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −10,597−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,580−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −7,407−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Aj Wealth Strategies, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |