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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 373 institutions
Q1 2021: 184 institutionsQ2 2021: 226 institutionsQ3 2021: 238 institutionsQ4 2021: 262 institutionsQ1 2022: 302 institutionsQ2 2022: 310 institutionsQ3 2022: 310 institutionsQ4 2022: 342 institutionsQ1 2023: 296 institutionsQ2 2023: 309 institutionsQ3 2023: 373 institutionsQ4 2023: 370 institutionsQ1 2024: 390 institutionsQ2 2024: 422 institutionsQ3 2024: 420 institutionsQ4 2024: 426 institutionsQ1 2025: 404 institutionsQ2 2025: 372 institutionsQ3 2025: 383 institutionsQ4 2025: 345 institutionsQ1 2026: 514 institutionsQ2 2026: 499 institutions
Value heldQ3 2023: $4.21B
Q1 2021: $1.62BQ2 2021: $2.53BQ3 2021: $2.74BQ4 2021: $3.05BQ1 2022: $4.08BQ2 2022: $3.71BQ3 2022: $4.13BQ4 2022: $3.90BQ1 2023: $3.04BQ2 2023: $3.44BQ3 2023: $4.21BQ4 2023: $4.25BQ1 2024: $5.71BQ2 2024: $4.92BQ3 2024: $4.66BQ4 2024: $4.47BQ1 2025: $3.48BQ2 2025: $2.83BQ3 2025: $2.93BQ4 2025: $2.11BQ1 2026: $7.08BQ2 2026: $6.01B
Institutions holding SM and their total value by quarter
QuarterHoldersValue
Q2 2026499$6.01B
Q1 2026514$7.08B
Q4 2025345$2.11B
Q3 2025383$2.93B
Q2 2025372$2.83B
Q1 2025404$3.48B
Q4 2024426$4.47B
Q3 2024420$4.66B
Q2 2024422$4.92B
Q1 2024390$5.71B
Q4 2023370$4.25B
Q3 2023373$4.21B
Q2 2023309$3.44B
Q1 2023296$3.04B
Q4 2022342$3.90B
Q3 2022310$4.13B
Q2 2022310$3.71B
Q1 2022302$4.08B
Q4 2021262$3.05B
Q3 2021238$2.74B
Q2 2021226$2.53B
Q1 2021184$1.62B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q2 2023.

Institutions holding SM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GWM Advisors LLC3,469$137.5K0.00%−2,018−36.8%Reduced
Tower Research Capital LLC (TRC)3,267$129.5K0.00%−315−8.8%Reduced
KBC Group NV2,901$115.0K0.00%−6,225−68.2%Reduced
NBC Securities, Inc.2,922$115.0K0.01%+2,922New
Headlands Technologies LLC2,828$112.1K0.06%−4,665−62.3%Reduced
CWM, LLC2,411$96.0K0.00%+67+2.9%Added
Signaturefd, LLC2,395$95.0K0.00%+23+1.0%Added
Archer Investment Corp1,850$73.4K0.03%+20+1.1%Added
Acadian Asset Management LLC1,636$64.0K0.00%+1,636New
EverSource Wealth Advisors, LLC1,539$61.0K0.01%+4+0.3%Added
Bartlett & Co. LLC1,400$56.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,400$55.5K0.00%00.0%Unchanged
Umb Bank N A1,131$44.8K0.00%+113+11.1%Added
First Horizon Advisors, Inc.1,116$44.2K0.00%+155+16.1%Added
Covestor Ltd1,064$42.0K0.03%+794+294.1%Added
Nomura Asset Management Co Ltd990$39.3K0.00%+370+59.7%Added
Pacer Advisors, Inc.938$37.2K0.00%−1,670,725−99.9%Reduced
Fifth Third Bancorp850$33.7K0.00%+10+1.2%Added
Byrne Asset Management LLC–$32.0K0.03%––
BluePath Capital Management, LLC797$31.6K0.03%+797New
Global Wealth Strategies & Associates752$29.8K0.01%+3+0.4%Added
Penserra Capital Management LLC720$28.0K0.00%+720New
Larson Financial Group LLC680$27.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co600$23.8K0.00%00.0%Unchanged
Parallel Advisors, LLC599$23.8K0.00%+223+59.3%Added
Cullen/Frost Bankers, Inc.500$19.8K0.00%00.0%Unchanged
Register Financial Advisors LLC500$19.8K0.01%00.0%Unchanged
Cutler Group LP400$15.0K0.00%+400New
Lindbrook Capital, LLC354$14.0K0.00%+69+24.2%Added
Massmutual Trust Co FSB342$13.6K0.00%00.0%Unchanged
IFP Advisors, Inc341$13.5K0.00%−539−61.3%Reduced
Cypress Capital Management LLC (WY)310$12.3K0.01%00.0%Unchanged
Bollard Group LLC303$12.0K0.00%+1+0.3%Added
Parkside Financial Bank & Trust295$11.7K0.00%+5+1.7%Added
Huntington National Bank288$11.4K0.00%+7+2.5%Added
Cary Street Partner Investment Advisory LLC285$11.3K0.00%00.0%Unchanged
Hexagon Capital Partners LLC279$11.1K0.00%+148+113.0%Added
Macroview Investment Management LLC266$10.5K0.01%+266New
West Tower Group, LLC265$10.5K0.01%+265New
LGT Financial Advisors LLC231$9.16K0.01%+231New
Bessemer Group Inc209$8.00K0.00%00.0%Unchanged
Allworth Financial LP187$7.42K0.00%−23−11.0%Reduced
Lee Financial Co185$7.34K0.00%00.0%Unchanged
Raleigh Capital Management Inc.169$6.70K0.00%+169New
Private Trust Co NA161$6.38K0.00%+63+64.3%Added
Steward Partners Investment Advisory, LLC150$5.95K0.00%00.0%Unchanged
Steward Financial Group LLC136$5.00K0.00%+136New
Coppell Advisory Solutions LLC130$4.53K0.00%+43+49.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.98$3.89K0.00%+98New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC98$3.88K0.00%+98New
Bell Investment Advisors, Inc95$3.77K0.00%+14+17.3%Added
Farmers & Merchants Investments Inc91$3.61K0.00%+3+3.4%Added
GoalVest Advisory LLC89$3.53K0.00%+14+18.7%Added
AdvisorNet Financial, Inc87$3.45K0.00%+8+10.1%Added
JFS Wealth Advisors, LLC85$3.37K0.00%+44+107.3%Added
Front Row Advisors LLC73$2.89K0.00%00.0%Unchanged
Quent Capital, LLC53$2.10K0.00%00.0%Unchanged
Global Retirement Partners, LLC44$1.60K0.00%+8+22.2%Added
Farther Finance Advisors, LLC33$1.31K0.00%+17+106.3%Added
Proequities, Inc.32$1.27K0.00%+5+18.5%Added
Glassman Wealth Services26$1.03K0.00%00.0%Unchanged
SJS Investment Consulting Inc.26$1.03K0.00%+6+30.0%Added
ClariVest Asset Management LLC18$1.00K0.00%−33−64.7%Reduced
Avion Wealth37$1.00K0.00%00.0%Unchanged
Milestone Investment Advisors LLC25$9920.00%+25New
RFP Financial Group LLC25$9910.00%00.0%Unchanged
Prestige Wealth Management Group LLC17$6750.00%00.0%Unchanged
Abound Wealth Management14$5560.00%00.0%Unchanged
Provenance Wealth Advisors, LLC14$5550.00%+14New
Gradient Investments LLC7$2780.00%00.0%Unchanged
Tradewinds Capital Management, LLC6$2380.00%00.0%Unchanged
Horizon Investments, LLC6$2370.00%+6New
Tfo-TDC, LLC5$1580.00%00.0%Unchanged
PointState Capital LP0$00.00%−545,083−100.0%Sold out
Thomist Capital Management, LP0$00.00%−119,552−100.0%Sold out
Nokomis Capital, L.L.C.0$00.00%−93,628−100.0%Sold out
Globeflex Capital L P0$00.00%−31,567−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−23,011−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−16,520−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−16,032−100.0%Sold out
Cubic Asset Management, LLC0$00.00%−15,675−100.0%Sold out
Aigen Investment Management, LP0$00.00%−11,016−100.0%Sold out
DuPont Capital Management Corp0$00.00%−10,597−100.0%Sold out
Quadrature Capital Ltd0$00.00%−9,060−100.0%Sold out
Inceptionr LLC0$00.00%−8,580−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−8,129−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−7,407−100.0%Sold out
Worth Asset Management, LLC0$00.00%−742−100.0%Sold out
Motco0$00.00%−41−100.0%Sold out
25 LLC0$00.00%−37−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−24−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−30−100.0%Sold out
Disciplined Investments, LLC0$00.00%−17−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−16−100.0%Sold out
EA Series Trust––––Not filed
Aj Wealth Strategies, LLC––––Not filed
Pictet Asset Management SA––––Not filed