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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 12 | $0 | 0.00% | +12 | New |
| Smartleaf Asset Management LLC | 6 | $0 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $233 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $271 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 11 | $426 | 0.00% | −78−87.6% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $542 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $543 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $659 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $697 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $968 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 28 | $1.08K | 0.00% | −267−90.5% | Reduced |
| SJS Investment Consulting Inc. | 28 | $1.08K | 0.00% | +2+7.7% | Added |
| Proequities, Inc. | 46 | $1.78K | 0.00% | +14+43.8% | Added |
| Quent Capital, LLC | 53 | $2.06K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 57 | $2.21K | 0.00% | +31+119.2% | Added |
| Assetmark, Inc | 57 | $2.21K | 0.00% | +57 | New |
| Private Wealth Management Group, LLC | 60 | $2.32K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 79 | $3.06K | 0.00% | −6−7.1% | Reduced |
| Cape Investment Advisory, Inc. | 80 | $3.10K | 0.00% | +80 | New |
| Plato Investment Management Ltd | 81 | $3.14K | 0.00% | +81 | New |
| Global Retirement Partners, LLC | 90 | $3.20K | 0.00% | +46+104.5% | Added |
| Farmers & Merchants Investments Inc | 87 | $3.37K | 0.00% | −4−4.4% | Reduced |
| Advisory Services Network, LLC | 90 | $3.48K | 0.00% | +90 | New |
| Hexagon Capital Partners LLC | 93 | $3.60K | 0.00% | −186−66.7% | Reduced |
| AdvisorNet Financial, Inc | 93 | $3.60K | 0.00% | +6+6.9% | Added |
| Bell Investment Advisors, Inc | 95 | $3.68K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3.86K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 102 | $3.95K | 0.00% | +4+4.1% | Added |
| Macroview Investment Management LLC | 110 | $4.25K | 0.01% | −156−58.6% | Reduced |
| Richardson Financial Services Inc. | 131 | $5.07K | 0.00% | +131 | New |
| Steward Partners Investment Advisory, LLC | 150 | $5.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 182 | $7.05K | 0.00% | −159−46.6% | Reduced |
| Lee Financial Co | 185 | $7.16K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 199 | $7.71K | 0.00% | +199 | New |
| Bessemer Group Inc | 209 | $8.00K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 223 | $8.63K | 0.01% | +223 | New |
| WealthCollab, LLC | 225 | $8.71K | 0.01% | +225 | New |
| LGT Financial Advisors LLC | 231 | $8.94K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 243 | $9.41K | 0.00% | +243 | New |
| Allworth Financial LP | 244 | $9.45K | 0.00% | +57+30.5% | Added |
| Farther Finance Advisors, LLC | 253 | $9.80K | 0.00% | +220+666.7% | Added |
| Private Trust Co NA | 274 | $10.6K | 0.00% | +113+70.2% | Added |
| Cypress Capital Management LLC (WY) | 310 | $12.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 356 | $13.8K | 0.00% | +14+4.1% | Added |
| Huntington National Bank | 357 | $13.8K | 0.00% | +69+24.0% | Added |
| Raleigh Capital Management Inc. | 368 | $14.3K | 0.01% | +199+117.8% | Added |
| Lindbrook Capital, LLC | 375 | $14.5K | 0.00% | +21+5.9% | Added |
| Planning Capital Management Corp | 399 | $15.4K | 0.01% | +399 | New |
| Covestor Ltd | 410 | $16.0K | 0.01% | −654−61.5% | Reduced |
| Fortitude Family Office, LLC | 417 | $16.1K | 0.01% | +417 | New |
| Umb Bank N A | 497 | $19.2K | 0.00% | −634−56.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $23.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 626 | $24.2K | 0.00% | +496+381.5% | Added |
| Principal Securities, Inc. | 630 | $24.4K | 0.00% | +630 | New |
| Larson Financial Group LLC | 680 | $26.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 700 | $28.0K | 0.02% | – | – |
| Global Wealth Strategies & Associates | 755 | $29.2K | 0.01% | +3+0.4% | Added |
| Fifth Third Bancorp | 841 | $32.6K | 0.00% | −9−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 990 | $38.3K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 1,052 | $40.7K | 0.01% | +1,052 | New |
| Penserra Capital Management LLC | 1,188 | $45.0K | 0.00% | +468+65.0% | Added |
| Parallel Advisors, LLC | 1,281 | $49.6K | 0.00% | +682+113.9% | Added |
| West Tower Group, LLC | 1,287 | $49.8K | 0.10% | +1,022+385.7% | Added |
| Bartlett & Co. Wealth Management LLC | 1,400 | $54.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,400 | $55.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,469 | $56.9K | 0.00% | +353+31.6% | Added |
| EverSource Wealth Advisors, LLC | 1,567 | $60.7K | 0.01% | +28+1.8% | Added |
| SYSTM Wealth Solutions LLC | 1,599 | $61.9K | 0.01% | −5,190−76.4% | Reduced |
| Archer Investment Corp | 1,850 | $71.6K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 2,301 | $89.0K | 0.01% | +1,901+475.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,670 | $103.4K | 0.00% | +2,670 | New |
| CWM, LLC | 2,683 | $104.0K | 0.00% | +272+11.3% | Added |
| KBC Group NV | 2,901 | $112.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,922 | $113.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,966 | $114.8K | 0.00% | +571+23.8% | Added |
| GWM Advisors LLC | 3,258 | $126.2K | 0.00% | −211−6.1% | Reduced |
| GAMMA Investing LLC | 4,225 | $156.7K | 0.04% | +4,225 | New |
| Kapitalo Investimentos Ltda | 4,049 | $156.8K | 0.03% | −2,127−34.4% | Reduced |
| United Capital Financial Advisers, LLC | 5,175 | $200.4K | 0.00% | +5,175 | New |
| Auxier Asset Management | 5,240 | $202.9K | 0.03% | −500−8.7% | Reduced |
| Aaron Wealth Advisors | 5,275 | $204.2K | 0.03% | +5,275 | New |
| King Luther Capital Management Corp | 5,304 | $205.4K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 5,416 | $209.7K | 0.01% | −379−6.5% | Reduced |
| Foundry Partners, LLC | 5,580 | $216.1K | 0.01% | −3,470−38.3% | Reduced |
| Bridgefront Capital, LLC | 5,600 | $216.8K | 0.16% | −6,430−53.4% | Reduced |
| Sequoia Financial Advisors, LLC | 5,731 | $221.9K | 0.00% | +171+3.1% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $223.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,853 | $226.6K | 0.00% | +5,853 | New |
| CIBC Private Wealth Group, LLC | 5,872 | $227.4K | 0.00% | −378−6.0% | Reduced |
| Readystate Asset Management LP | 5,953 | $230.5K | 0.01% | −1,800−23.2% | Reduced |
| Park Avenue Securities LLC | 5,971 | $231.0K | 0.00% | +267+4.7% | Added |
| Neo Ivy Capital Management | 6,078 | $235.0K | 0.53% | −27,522−81.9% | Reduced |
| Blair William & Co | 6,250 | $242.0K | 0.00% | +6,250 | New |
| CBOE Vest Financial, LLC | 6,314 | $244.5K | 0.01% | +6,314 | New |
| QRG Capital Management, Inc. | 6,336 | $245.3K | 0.00% | −464−6.8% | Reduced |
| Paragon Capital Management Ltd | 6,437 | $249.3K | 0.05% | −1,658−20.5% | Reduced |
| Ci Investments Inc. | 6,607 | $256.0K | 0.00% | +2,050+45.0% | Added |