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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 92,517 | $3.67M | 0.03% | +92,517 | New |
| Colony Group LLC | 91,492 | $3.63M | 0.05% | −2,208−2.4% | Reduced |
| First Eagle Investment Management, LLC | 91,178 | $3.62M | 0.01% | −31,000−25.4% | Reduced |
| Voya Investment Management LLC | 90,354 | $3.58M | 0.00% | +185+0.2% | Added |
| Hussman Strategic Advisors, Inc. | 89,600 | $3.55M | 0.68% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 89,413 | $3.54M | 0.07% | +68,871+335.3% | Added |
| Wells Fargo & Company | 89,205 | $3.54M | 0.00% | −78,377−46.8% | Reduced |
| State of Tennessee, Treasury Department | 87,945 | $3.49M | 0.01% | −1,155−1.3% | Reduced |
| Franklin Resources Inc | 86,961 | $3.45M | 0.00% | −6,014−6.5% | Reduced |
| HITE Hedge Asset Management LLC | 84,907 | $3.37M | 0.36% | −288,551−77.3% | Reduced |
| Connors Investor Services Inc | 84,493 | $3.35M | 0.41% | +198+0.2% | Added |
| Victory Capital Management Inc | 83,643 | $3.32M | 0.00% | −16,224−16.2% | Reduced |
| Clark Estates Inc | 80,800 | $3.20M | 0.58% | −37,200−31.5% | Reduced |
| Boston Partners | 80,420 | $3.19M | 0.00% | −7,376−8.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,334 | $3.15M | 0.03% | −56,896−41.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 79,169 | $3.14M | 0.02% | −169−0.2% | Reduced |
| Verdence Capital Advisors LLC | 77,729 | $3.08M | 0.33% | +1,954+2.6% | Added |
| Ethic Inc. | 76,744 | $3.04M | 0.11% | +3,337+4.5% | Added |
| TownSquare Capital, LLC | 76,449 | $3.03M | 0.06% | +772+1.0% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.95M | 1.77% | −44,000−37.2% | Reduced |
| State of Alaska, Department of Revenue | 73,958 | $2.93M | 0.04% | −5,340−6.7% | Reduced |
| Susquehanna International Group, LLP | 73,900 | $2.93M | 0.00% | −184,680−71.4% | Reduced |
| Deutsche Bank AG | 73,805 | $2.93M | 0.00% | −140,164−65.5% | Reduced |
| CI Private Wealth, LLC | 73,313 | $2.91M | 0.01% | +220.0% | Added |
| State of New Jersey Common Pension Fund D | 72,718 | $2.88M | 0.01% | −18,413−20.2% | Reduced |
| Trexquant Investment LP | 72,054 | $2.86M | 0.07% | −9,557−11.7% | Reduced |
| Point72 Middle East FZE | 69,276 | $2.75M | 0.17% | +69,276 | New |
| American International Group, Inc. | 65,836 | $2.61M | 0.02% | +1,308+2.0% | Added |
| Manufacturers Life Insurance Company, The | 63,446 | $2.52M | 0.00% | +14,734+30.2% | Added |
| MetLife Investment Management | 63,113 | $2.50M | 0.02% | 00.0% | Unchanged |
| First National Bank of Omaha | 62,384 | $2.47M | 0.16% | +30.0% | Added |
| Man Group plc | – | $2.47M | 0.01% | – | – |
| Yousif Capital Management, LLC | 62,297 | $2.47M | 0.03% | −5,028−7.5% | Reduced |
| Truist Financial Corp | 61,310 | $2.43M | 0.00% | +14,983+32.3% | Added |
| Cinctive Capital Management LP | 61,176 | $2.43M | 0.13% | −162,127−72.6% | Reduced |
| Dark Forest Capital Management LP | 60,407 | $2.40M | 0.20% | +60,407 | New |
| Louisiana State Employees Retirement System | 60,400 | $2.39M | 0.05% | −2,900−4.6% | Reduced |
| HSBC Holdings PLC | 59,469 | $2.38M | 0.00% | −133,441−69.2% | Reduced |
| Mercer Global Advisors Inc | 59,202 | $2.35M | 0.01% | +1,450+2.5% | Added |
| Janus Henderson Group PLC | 58,204 | $2.31M | 0.00% | −80.0% | Reduced |
| DFPG Investments, LLC | 62,892 | $2.28M | 0.21% | −12,318−16.4% | Reduced |
| Los Angeles Capital Management LLC | 56,254 | $2.23M | 0.01% | +56,254 | New |
| Edgestream Partners, L.P. | 56,158 | $2.23M | 0.18% | +20,089+55.7% | Added |
| PDT Partners, LLC | 54,952 | $2.18M | 0.27% | +54,952 | New |
| AXA S.A. | 54,700 | $2.17M | 0.01% | +54,700 | New |
| Mirae Asset Global Investments Co., Ltd. | 52,879 | $2.10M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 52,158 | $2.07M | 0.00% | −6,707−11.4% | Reduced |
| Teacher Retirement System of Texas | 50,806 | $2.01M | 0.01% | +9,837+24.0% | Added |
| Two Sigma Advisers, LP | 50,600 | $2.01M | 0.01% | −24,300−32.4% | Reduced |
| Amalgamated Bank | 46,901 | $1.86M | 0.02% | −1,520−3.1% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.82M | 0.39% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 45,550 | $1.81M | 0.01% | +3,723+8.9% | Added |
| Maryland State Retirement & Pension System | 43,708 | $1.73M | 0.04% | −3,246−6.9% | Reduced |
| Natixis Advisors, L.P. | 43,190 | $1.71M | 0.01% | +3,726+9.4% | Added |
| Squarepoint Ops LLC | 42,763 | $1.70M | 0.01% | +42,763 | New |
| Insight Wealth Strategies, LLC | 41,134 | $1.63M | 0.32% | +2,016+5.2% | Added |
| Ellevest, Inc. | 40,667 | $1.61M | 0.12% | −4,110−9.2% | Reduced |
| Viking Fund Management LLC | 40,000 | $1.59M | 0.32% | +40,000 | New |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.58M | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38,898 | $1.54M | 0.20% | −173−0.4% | Reduced |
| SG Americas Securities, LLC | 37,536 | $1.49M | 0.02% | +37,536 | New |
| Bank of Montreal | 36,154 | $1.48M | 0.00% | −574−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 37,270 | $1.48M | 0.00% | 00.0% | Unchanged |
| Adams Wealth Management | 37,251 | $1.48M | 0.50% | −4,527−10.8% | Reduced |
| Waldron Private Wealth LLC | 35,548 | $1.41M | 0.07% | −220−0.6% | Reduced |
| Holocene Advisors, LP | 35,353 | $1.40M | 0.01% | −150,732−81.0% | Reduced |
| Oregon Public Employees Retirement Fund | 35,252 | $1.40M | 0.02% | −2,300−6.1% | 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 |
| Toroso Investments, LLC | 34,562 | $1.37M | 0.04% | −9,195−21.0% | Reduced |
| Arizona State Retirement System | 34,315 | $1.36M | 0.01% | +464+1.4% | Added |
| State Board of Administration of Florida Retirement System | 34,287 | $1.36M | 0.00% | +180+0.5% | Added |
| Ironwood Investment Management LLC | 34,190 | $1.36M | 0.83% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 33,600 | $1.33M | 0.59% | −4,062−10.8% | Reduced |
| TD Asset Management Inc | 33,100 | $1.31M | 0.00% | −3,000−8.3% | Reduced |
| Twinbeech Capital LP | 32,753 | $1.30M | 0.02% | +32,753 | New |
| State of Wisconsin Investment Board | 32,640 | $1.29M | 0.00% | +4,075+14.3% | Added |
| Advisor Partners II, LLC | 32,359 | $1.28M | 0.05% | +161+0.5% | 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 |
| Martingale Asset Management L P | 29,853 | $1.18M | 0.02% | +12,083+68.0% | Added |
| SEI Investments Co | 28,415 | $1.13M | 0.00% | −465−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 28,217 | $1.12M | 0.00% | +2,516+9.8% | Added |
| Clark Capital Management Group, Inc. | 27,953 | $1.11M | 0.01% | +27,953 | New |
| Panagora Asset Management Inc | 27,460 | $1.09M | 0.01% | +27,460 | New |
| Walleye Trading LLC | 25,894 | $1.03M | 0.02% | +19,554+308.4% | Added |
| Aquatic Capital Management LLC | 25,100 | $995.0K | 0.04% | +25,100 | New |
| Engineers Gate Manager LP | 24,239 | $961.1K | 0.04% | −53,650−68.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,127 | $956.6K | 0.00% | +2,777+13.0% | Added |
| Cubist Systematic Strategies, LLC | 23,725 | $940.7K | 0.01% | +23,725 | New |
| Cerity Partners LLC | 23,589 | $935.3K | 0.00% | +1,938+9.0% | Added |
| Zacks Investment Management | 23,419 | $928.6K | 0.01% | +23,419 | New |
| Everence Capital Management Inc | 22,970 | $911.0K | 0.07% | +22,970 | New |
| Jefferies Financial Group Inc. | 22,692 | $899.7K | 0.02% | +10,266+82.6% | Added |
| STRS Ohio | 22,400 | $888.0K | 0.00% | −6,000−21.1% | Reduced |
| Royce & Associates LP | 22,242 | $881.9K | 0.01% | −16,656−42.8% | Reduced |
| JustInvest LLC | 21,263 | $843.1K | 0.03% | +2,340+12.4% | Added |
| Mutual of America Capital Management LLC | 20,798 | $824.6K | 0.01% | −2,741−11.6% | Reduced |
| Guggenheim Capital LLC | 20,617 | $817.5K | 0.01% | −9,985−32.6% | Reduced |
| Exchange Traded Concepts, LLC | 19,839 | $786.6K | 0.02% | −5,209−20.8% | Reduced |