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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 19,518 | $774.0K | 0.00% | +112+0.6% | Added |
| Friedenthal Financial | 18,266 | $724.2K | 0.49% | +18,266 | New |
| ProShare Advisors LLC | 18,251 | $723.7K | 0.00% | −522−2.8% | Reduced |
| Sippican Capital Advisors | 17,700 | $701.8K | 0.64% | +30+0.2% | Added |
| Centiva Capital, LP | 17,556 | $696.1K | 0.03% | +4,856+38.2% | Added |
| Quantbot Technologies LP | 16,455 | $652.4K | 0.04% | +16,455 | New |
| Public Employees Retirement Association of Colorado | 16,412 | $651.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 15,810 | $627.0K | 0.06% | +15,810 | New |
| Caxton Associates LP | 15,741 | $624.1K | 0.09% | +15,741 | New |
| Mitsubishi UFJ Trust & Banking Corp | 15,500 | $614.6K | 0.00% | +6,737+76.9% | Added |
| Gotham Asset Management, LLC | 15,415 | $611.2K | 0.01% | +502+3.4% | Added |
| Lazard Asset Management LLC | 15,315 | $606.0K | 0.00% | +5,666+58.7% | Added |
| XTX Topco Ltd | 15,272 | $605.5K | 0.10% | +15,272 | New |
| Moody National Bank Trust Division | 15,000 | $594.8K | 0.04% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 14,723 | $583.8K | 0.38% | +14,723 | New |
| Gallacher Capital Management LLC | 14,036 | $556.5K | 0.35% | +1,120+8.7% | Added |
| Captrust Financial Advisors | 13,966 | $553.8K | 0.00% | −9,061−39.3% | Reduced |
| Cornerstone Investment Partners, LLC | 13,932 | $552.4K | 0.03% | +165+1.2% | Added |
| 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 |
| Tocqueville Asset Management L.P. | 13,700 | $543.2K | 0.01% | −65,000−82.6% | Reduced |
| AE Wealth Management LLC | 13,497 | $535.2K | 0.00% | +13,497 | New |
| Pictet Asset Management Holding SA | 13,262 | $525.8K | 0.00% | +13,262 | New |
| Mach-1 Financial Group, Inc. | 13,021 | $516.3K | 0.22% | +13,021 | New |
| Blackstone Group Inc. | 12,871 | $510.3K | 0.00% | +12,871 | New |
| Pearl River Capital, LLC | 12,833 | $508.8K | 0.08% | +6,179+92.9% | Added |
| Bailard, Inc. | 12,800 | $507.5K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 12,323 | $488.6K | 0.00% | +3,515+39.9% | Added |
| Duality Advisers, LP | 12,078 | $478.9K | 0.06% | +12,078 | New |
| Oppenheimer Asset Management Inc. | 12,045 | $477.6K | 0.01% | −132−1.1% | Reduced |
| Bridgefront Capital, LLC | 12,030 | $477.0K | 0.33% | +12,030 | New |
| Ameritas Investment Partners, Inc. | 11,937 | $473.3K | 0.02% | +2,016+20.3% | Added |
| Capital Counsel LLC | 11,905 | $472.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,766 | $466.5K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 11,713 | $464.4K | 0.03% | +1,673+16.7% | Added |
| American Trust | 11,519 | $456.7K | 0.04% | −2,765−19.4% | Reduced |
| PEAK6 Investments LLC | 11,508 | $456.3K | 0.02% | −29,920−72.2% | Reduced |
| Shell Asset Management Co | 11,424 | $453.0K | 0.02% | −197−1.7% | Reduced |
| Pitcairn Co | 11,246 | $445.9K | 0.04% | +1,145+11.3% | Added |
| Texas Yale Capital Corp. | 11,169 | $442.9K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 10,949 | $434.1K | 0.00% | +10,949 | New |
| Kestra Advisory Services, LLC | 10,916 | $432.8K | 0.00% | +109+1.0% | Added |
| Meritage Portfolio Management | 10,876 | $431.0K | 0.03% | −358−3.2% | Reduced |
| Black Maple Capital Management LP | 10,500 | $416.3K | 0.38% | +10,500 | New |
| Winton Group Ltd | 10,300 | $408.4K | 0.03% | −4,674−31.2% | Reduced |
| AdvisorShares Investments LLC | 9,886 | $392.0K | 0.10% | +9,886 | New |
| Cim Investment Mangement Inc | 9,388 | $372.2K | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,127 | $362.0K | 0.00% | +4,351+91.1% | Added |
| Henshaw Capital LLC | 9,057 | $359.1K | 0.02% | +9,057 | New |
| Foundry Partners, LLC | 9,050 | $358.8K | 0.02% | +9,050 | New |
| Vestcor Inc | 8,843 | $351.0K | 0.01% | +8,843 | New |
| HighTower Advisors, LLC | 8,695 | $347.0K | 0.00% | −509−5.5% | Reduced |
| Capstone Investment Advisors, LLC | 8,725 | $345.9K | 0.01% | +8,725 | New |
| Simplex Trading, LLC | 8,614 | $341.0K | 0.01% | −13,970−61.9% | Reduced |
| Vident Advisory, LLC | 8,517 | $337.7K | 0.01% | +8,517 | New |
| Neuberger Berman Group LLC | 8,507 | $337.3K | 0.00% | +1,005+13.4% | Added |
| Crossmark Global Holdings, Inc. | 8,483 | $333.0K | 0.01% | −379−4.3% | Reduced |
| Alps Advisors Inc | 8,380 | $332.3K | 0.00% | +8,380 | New |
| Envestnet Portfolio Solutions, Inc. | 8,342 | $330.8K | 0.00% | +8,342 | New |
| CFM Wealth Partners LLC | 8,209 | $325.5K | 0.09% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 8,182 | $324.4K | 0.01% | +845+11.5% | Added |
| Maven Securities LTD | 8,096 | $321.0K | 0.04% | +8,096 | New |
| Paragon Capital Management Ltd | 8,095 | $321.0K | 0.07% | −354−4.2% | Reduced |
| Numerai GP LLC | 7,987 | $316.7K | 0.11% | −56,231−87.6% | Reduced |
| Brevan Howard Capital Management LP | 7,836 | $310.7K | 0.09% | −5,547−41.4% | Reduced |
| Readystate Asset Management LP | 7,753 | $307.4K | 0.03% | −1,867−19.4% | Reduced |
| 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 |
| Meridian Wealth Advisors, LLC | 7,720 | $306.1K | 0.08% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,703 | $305.4K | 0.04% | −2,192−22.2% | Reduced |
| Virginia Retirement Systems Et Al | 7,700 | $305.3K | 0.00% | −5,600−42.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,534 | $298.7K | 0.01% | +7,534 | New |
| Nebula Research & Development LLC | 7,505 | $297.6K | 0.16% | +7,505 | New |
| AlphaMark Advisors, LLC | 7,435 | $295.0K | 0.13% | +7,435 | New |
| Xponance, Inc. | 7,154 | $283.7K | 0.00% | +63+0.9% | Added |
| Verity Asset Management, Inc. | 7,063 | $280.0K | 0.21% | +7,063 | New |
| Metropolitan Life Insurance Co | 7,026 | $278.6K | 0.01% | +385+5.8% | Added |
| Axq Capital, LP | 7,000 | $277.6K | 0.10% | +7,000 | New |
| Janney Montgomery Scott LLC | 6,853 | $272.0K | 0.00% | +6,853 | New |
| QRG Capital Management, Inc. | 6,800 | $269.6K | 0.00% | +6,800 | New |
| SYSTM Wealth Solutions LLC | 6,789 | $269.2K | 0.04% | −2,103−23.7% | Reduced |
| Profund Advisors LLC | 6,714 | $266.2K | 0.01% | −398−5.6% | Reduced |
| Quadrant Capital Group LLC | 6,595 | $261.5K | 0.03% | +1,588+31.7% | Added |
| Schonfeld Strategic Advisors LLC | 6,509 | $258.1K | 0.00% | +6,509 | New |
| Magnetar Financial LLC | 6,262 | $248.3K | 0.01% | +6,262 | New |
| CIBC Private Wealth Group, LLC | 6,250 | $247.8K | 0.00% | +6,250 | New |
| Kapitalo Investimentos Ltda | 6,176 | $244.9K | 0.03% | +6,176 | New |
| Vise Technologies, Inc. | 6,013 | $238.4K | 0.06% | +6,013 | New |
| Cable Hill Partners, LLC | 5,919 | $234.7K | 0.03% | +5,919 | New |
| First Republic Investment Management, Inc. | 5,888 | $233.5K | 0.00% | −1,579−21.1% | Reduced |
| Shelton Capital Management | 5,795 | $229.8K | 0.01% | +5,795 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $229.0K | 0.00% | +5,738 | New |
| Auxier Asset Management | 5,740 | $227.6K | 0.04% | +5,740 | New |
| Park Avenue Securities LLC | 5,704 | $226.0K | 0.00% | +5,704 | New |
| Two Sigma Securities, LLC | 5,653 | $224.1K | 0.01% | +5,653 | New |
| Sequoia Financial Advisors, LLC | 5,560 | $220.5K | 0.00% | +5,560 | New |
| King Luther Capital Management Corp | 5,304 | $210.3K | 0.00% | +5,304 | New |
| Ashton Thomas Private Wealth, LLC | 5,232 | $207.4K | 0.02% | +5,232 | New |
| Ci Investments Inc. | 4,557 | $181.0K | 0.00% | +3,768+477.6% | Added |
| Meeder Asset Management Inc | 3,489 | $138.3K | 0.01% | +750+27.4% | Added |