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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in SM Energy Co as of Dec 31, 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
- 370
- +3 vs. Q3 2023
- Shares held
- 109.7M
- +3.71M (+3.5%) vs. Q3 2023
- Total value
- $4.25B
- +$42.9M (+1.0%) vs. Q3 2023
- New holders
- 58
- 131 more added
- Sold out
- 55
- 129 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 498 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,179,832 | $781.4M | 0.02% | −63,541−0.3% | Reduced |
| Vanguard Group Inc | 14,337,961 | $555.2M | 0.01% | −154,436−1.1% | Reduced |
| State Street Corp | 6,674,610 | $258.4M | 0.01% | +290,364+4.5% | Added |
| Dimensional Fund Advisors LP | 5,509,379 | $213.3M | 0.06% | +493,427+9.8% | Added |
| JPMorgan Chase & Co | 3,636,810 | $140.8M | 0.01% | +1,788,011+96.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,977,520 | $115.3M | 0.07% | +2,977,520 | New |
| Frontier Capital Management Co LLC | 2,970,472 | $115.0M | 1.16% | −483,163−14.0% | Reduced |
| Geode Capital Management, LLC | 2,532,947 | $98.1M | 0.01% | +80,546+3.3% | Added |
| Macquarie Group Ltd | 2,222,918 | $86.1M | 0.10% | +62,421+2.9% | Added |
| American Century Companies Inc | 1,919,768 | $74.3M | 0.05% | +372,453+24.1% | Added |
| River Road Asset Management, LLC | 1,838,975 | $71.2M | 0.99% | −439,770−19.3% | Reduced |
| Renaissance Technologies LLC | 1,700,500 | $65.8M | 0.10% | +75,000+4.6% | Added |
| Charles Schwab Investment Management Inc | 1,593,103 | $61.7M | 0.02% | +64,781+4.2% | Added |
| Morgan Stanley | 1,496,202 | $57.9M | 0.01% | +49,488+3.4% | Added |
| Bank of New York Mellon Corp | 1,397,197 | $54.1M | 0.01% | −6,292−0.4% | Reduced |
| Northern Trust Corp | 1,395,042 | $54.0M | 0.01% | +14,850+1.1% | Added |
| Aventail Capital Group, LP | 1,390,797 | $53.9M | 4.56% | +974,468+234.1% | Added |
| Goldman Sachs Group Inc | 1,346,941 | $52.2M | 0.01% | −120,861−8.2% | Reduced |
| Westwood Holdings Group Inc. | 1,293,271 | $50.1M | 0.42% | +1,293,271 | New |
| Invesco Ltd. | 1,107,193 | $42.9M | 0.01% | −947,310−46.1% | Reduced |
| First Trust Advisors LP | 1,077,231 | $41.7M | 0.05% | +198,473+22.6% | Added |
| Ameriprise Financial Inc | 1,025,067 | $39.7M | 0.01% | −138,265−11.9% | Reduced |
| William Blair Investment Management, LLC | 1,010,713 | $39.1M | 0.11% | −21,733−2.1% | Reduced |
| Palisade Capital Management LLC | 988,723 | $38.3M | 1.02% | −114,443−10.4% | Reduced |
| Channing Capital Management, LLC | 932,435 | $36.1M | 1.07% | −240,114−20.5% | Reduced |
| Congress Asset Management Co | 877,739 | $34.0M | 0.27% | +785,222+848.7% | Added |
| Allspring Global Investments Holdings, LLC | 751,453 | $29.1M | 0.05% | +213,866+39.8% | Added |
| GW&K Investment Management, LLC | 685,056 | $26.5M | 0.25% | −23,907−3.4% | Reduced |
| SIR Capital Management, L.P. | 667,600 | $25.8M | 2.64% | +121,900+22.3% | Added |
| Nuveen Asset Management, LLC | 642,443 | $24.9M | 0.01% | −38,390−5.6% | Reduced |
| Price T Rowe Associates Inc | 639,668 | $24.8M | 0.00% | +9,361+1.5% | Added |
| Wedge Capital Management L L P | 629,627 | $24.4M | 0.43% | +94,419+17.6% | Added |
| Principal Financial Group Inc | 606,466 | $23.5M | 0.01% | −68,512−10.2% | Reduced |
| D. E. Shaw & Co., Inc. | 590,084 | $22.8M | 0.03% | −198,024−25.1% | Reduced |
| Tributary Capital Management, LLC | 574,120 | $22.2M | 1.87% | +123,126+27.3% | Added |
| Hodges Capital Management Inc. | 558,026 | $21.6M | 1.15% | +331,059+145.9% | Added |
| Bank of America Corp | 536,297 | $20.8M | 0.00% | +96,899+22.1% | Added |
| Wellington Management Group LLP | 511,420 | $19.8M | 0.00% | −3,365−0.7% | Reduced |
| Millennium Management LLC | 494,741 | $19.2M | 0.02% | −1,767,337−78.1% | Reduced |
| Standard Life Aberdeen plc | 466,012 | $18.0M | 0.04% | −21,093−4.3% | Reduced |
| Prudential Financial Inc | 462,189 | $17.9M | 0.03% | −3,333−0.7% | Reduced |
| Rhumbline Advisers | 415,781 | $16.1M | 0.02% | −10,063−2.4% | Reduced |
| Envestnet Asset Management Inc | 396,291 | $15.3M | 0.01% | +54,393+15.9% | Added |
| Glenmede Trust Co NA | 389,368 | $15.1M | 0.08% | −9,143−2.3% | Reduced |
| FMR LLC | 389,177 | $15.1M | 0.00% | −24,067−5.8% | Reduced |
| Legal & General Group Plc | 382,540 | $14.8M | 0.00% | −8,120−2.1% | Reduced |
| Oslo Asset Management AS | 350,108 | $13.6M | 17.07% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 317,931 | $12.3M | 0.10% | +317,931 | New |
| Susquehanna International Group, LLP | 307,784 | $11.9M | 0.02% | +233,884+316.5% | Added |
| Barclays PLC | 276,213 | $10.7M | 0.01% | −50,702−15.5% | Reduced |
| Mackenzie Financial Corp | 276,048 | $10.7M | 0.02% | +108,803+65.1% | Added |
| Baird Financial Group, Inc. | 265,502 | $10.3M | 0.02% | +29,962+12.7% | Added |
| Alyeska Investment Group, L.P. | 261,803 | $10.1M | 0.07% | −162,028−38.2% | Reduced |
| Algert Global LLC | 259,206 | $10.0M | 0.40% | −17,779−6.4% | Reduced |
| BNP Paribas Arbitrage, SA | 245,272 | $9.50M | 0.02% | −198,640−44.7% | Reduced |
| Thrivent Financial for Lutherans | 243,650 | $9.43M | 0.02% | +23,581+10.7% | Added |
| Public Sector Pension Investment Board | 241,372 | $9.35M | 0.07% | +94,702+64.6% | Added |
| Cambria Investment Management, L.P. | 240,241 | $9.30M | 0.65% | +76,654+46.9% | Added |
| Swiss National Bank | 233,900 | $9.06M | 0.01% | −31,100−11.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 225,991 | $8.75M | 1.31% | +5,713+2.6% | Added |
| California Public Employees Retirement System | 222,674 | $8.62M | 0.01% | −19,291−8.0% | Reduced |
| Alliancebernstein L.P. | 219,862 | $8.51M | 0.00% | +64,602+41.6% | Added |
| Assenagon Asset Management S.A. | 209,641 | $8.12M | 0.02% | +40,158+23.7% | Added |
| Rafferty Asset Management, LLC | 198,380 | $7.68M | 0.03% | +21,102+11.9% | Added |
| Citigroup Inc | 192,669 | $7.46M | 0.01% | +17,791+10.2% | Added |
| Point72 Asset Management, L.P. | 190,498 | $7.38M | 0.02% | +179,549+1,639.9% | Added |
| Eagle Asset Management Inc | 186,440 | $7.22M | 0.04% | −30,263−14.0% | Reduced |
| Deutsche Bank AG | 186,061 | $7.20M | 0.00% | +112,256+152.1% | Added |
| Allianz Asset Management GmbH | 184,762 | $7.15M | 0.01% | +184,762 | New |
| Comerica Bank | 184,470 | $7.14M | 0.03% | +17,675+10.6% | Added |
| Silver Point Capital L.P. | 182,700 | $7.07M | 0.63% | +182,700 | New |
| Arrowstreet Capital, Limited Partnership | 179,598 | $6.95M | 0.01% | −453,178−71.6% | Reduced |
| New York State Teachers Retirement System | 178,696 | $6.92M | 0.02% | −6,948−3.7% | Reduced |
| Kennedy Capital Management, Inc. | 173,080 | $6.70M | 0.15% | +173,080 | New |
| Raymond James & Associates | 160,859 | $6.23M | 0.00% | −31,996−16.6% | Reduced |
| RE Advisers Corp | 153,300 | $5.94M | 0.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 151,869 | $5.88M | 0.01% | +24,371+19.1% | Added |
| UBS Group AG | 151,136 | $5.85M | 0.00% | +18,354+13.8% | Added |
| Mariner, LLC | 150,626 | $5.83M | 0.01% | −1,741−1.1% | Reduced |
| Putnam Investments LLC | 147,311 | $5.70M | 0.01% | −7,591−4.9% | Reduced |
| Capital Fund Management S.A. | 137,419 | $5.32M | 0.07% | −1,724−1.2% | Reduced |
| LSP Investment Advisors, LLC | 133,406 | $5.17M | 2.44% | +133,406 | New |
| Nisa Investment Advisors, LLC | 127,935 | $4.95M | 0.04% | −200.0% | Reduced |
| Russell Investments Group, Ltd. | 127,678 | $4.94M | 0.01% | −193,127−60.2% | Reduced |
| Credit Suisse AG | 125,998 | $4.88M | 0.00% | −1,172−0.9% | Reduced |
| California State Teachers Retirement System | 125,182 | $4.85M | 0.01% | −7,903−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 115,473 | $4.47M | 0.06% | −60,748−34.5% | Reduced |
| UBS Asset Management Americas Inc | 107,435 | $4.16M | 0.00% | +4,002+3.9% | Added |
| Wells Fargo & Company | 106,460 | $4.12M | 0.00% | +17,255+19.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 106,000 | $4.10M | 0.01% | −74,500−41.3% | Reduced |
| 1492 Capital Management LLC | 105,287 | $4.08M | 2.32% | −31,749−23.2% | Reduced |
| Public Employees Retirement System of Ohio | 102,971 | $3.99M | 0.02% | +83,453+427.6% | Added |
| Texas Permanent School Fund | 102,582 | $3.97M | 0.03% | +1,800+1.8% | Added |
| Victory Capital Management Inc | 99,334 | $3.85M | 0.00% | +15,691+18.8% | Added |
| Great West Life Assurance Co | 98,303 | $3.80M | 0.01% | −7,549−7.1% | Reduced |
| First Eagle Investment Management, LLC | 97,003 | $3.76M | 0.01% | +5,825+6.4% | Added |
| Illinois Municipal Retirement Fund | 95,399 | $3.69M | 0.06% | +5,986+6.7% | Added |
| Schwerin Boyle Capital Management Inc | 95,000 | $3.68M | 0.41% | 00.0% | Unchanged |
| PDT Partners, LLC | 93,764 | $3.63M | 0.40% | +38,812+70.6% | Added |
| Voya Investment Management LLC | 90,181 | $3.49M | 0.00% | −173−0.2% | Reduced |