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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 6,656 | $258.0K | 0.10% | −779−10.5% | Reduced |
| Metropolitan Life Insurance Co | 6,708 | $259.7K | 0.01% | −318−4.5% | Reduced |
| Quadrant Capital Group LLC | 6,782 | $262.6K | 0.02% | +187+2.8% | Added |
| Heritage Wealth Management, LLC | 6,794 | $263.1K | 0.14% | +6,794 | New |
| Verity Asset Management, Inc. | 6,798 | $263.2K | 0.17% | −265−3.8% | Reduced |
| Lido Advisors, LLC | 6,894 | $266.9K | 0.00% | +6,894 | New |
| Profund Advisors LLC | 6,999 | $271.0K | 0.01% | +285+4.2% | Added |
| Xponance, Inc. | 7,183 | $278.1K | 0.00% | +29+0.4% | Added |
| KLR Investment Advisors, LLC | 7,208 | $279.1K | 0.20% | +7,208 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $298.9K | 0.07% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,725 | $299.1K | 0.03% | +7,725 | New |
| Crossmark Global Holdings, Inc. | 7,858 | $304.0K | 0.01% | −625−7.4% | Reduced |
| Alps Advisors Inc | 7,889 | $305.5K | 0.00% | −491−5.9% | Reduced |
| CFM Wealth Partners LLC | 8,209 | $317.9K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 8,233 | $318.8K | 0.02% | −2,067−20.1% | Reduced |
| CAPROCK Group, Inc. | 8,408 | $325.6K | 0.02% | +684+8.9% | Added |
| Stifel Financial Corp | 8,453 | $327.3K | 0.00% | +8,453 | New |
| Neuberger Berman Group LLC | 8,560 | $331.4K | 0.00% | +53+0.6% | Added |
| Janney Montgomery Scott LLC | 8,621 | $334.0K | 0.00% | +1,768+25.8% | Added |
| Shell Asset Management Co | 8,767 | $339.0K | 0.02% | −2,657−23.3% | Reduced |
| Vestcor Inc | 8,843 | $342.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,173 | $355.2K | 0.01% | +656+7.7% | Added |
| MML Investors Services, LLC | 9,193 | $356.0K | 0.00% | +9,193 | New |
| Cim Investment Mangement Inc | 9,388 | $363.5K | 0.12% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 9,500 | $367.8K | 0.34% | −1,000−9.5% | Reduced |
| Bailard, Inc. | 9,700 | $375.6K | 0.01% | −3,100−24.2% | Reduced |
| AdvisorShares Investments LLC | 9,772 | $378.4K | 0.09% | −114−1.2% | Reduced |
| CWM Advisors, LLC | 9,877 | $382.4K | 0.04% | +2,174+28.2% | Added |
| Engineers Gate Manager LP | 10,024 | $388.1K | 0.01% | −14,215−58.6% | Reduced |
| American Trust | 10,043 | $388.9K | 0.03% | −1,476−12.8% | Reduced |
| HighTower Advisors, LLC | 10,110 | $393.0K | 0.00% | +1,415+16.3% | Added |
| Gsa Capital Partners LLP | 10,188 | $394.0K | 0.03% | +10,188 | New |
| Azzad Asset Management Inc | 10,180 | $394.2K | 0.05% | +10,180 | New |
| Caxton Associates LP | 10,843 | $419.8K | 0.02% | −4,898−31.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,907 | $422.3K | 0.00% | +2,565+30.7% | Added |
| Meritage Portfolio Management | 11,104 | $430.0K | 0.03% | +228+2.1% | Added |
| Texas Yale Capital Corp. | 11,169 | $432.5K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,390 | $441.0K | 0.01% | −4,025−26.1% | Reduced |
| Oppenheimer Asset Management Inc. | 11,524 | $446.2K | 0.01% | −521−4.3% | Reduced |
| Kestra Advisory Services, LLC | 11,534 | $446.6K | 0.00% | +618+5.7% | Added |
| Empirical Finance, LLC | 11,713 | $453.5K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11,774 | $455.9K | 0.02% | +266+2.3% | Added |
| Capital Counsel LLC | 11,905 | $461.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,926 | $461.8K | 0.02% | −11−0.1% | Reduced |
| Pitcairn Co | 12,857 | $497.8K | 0.04% | +1,611+14.3% | Added |
| Advantage Alpha Capital Partners LP | 13,009 | $503.7K | 0.10% | +13,009 | New |
| Pictet Asset Management Holding SA | 13,262 | $513.5K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13,370 | $517.7K | 0.08% | −47,037−77.9% | Reduced |
| Advisor Group Holdings, Inc. | 13,639 | $528.5K | 0.00% | +4,512+49.4% | Added |
| Quadrature Capital Ltd | 13,695 | $530.1K | 0.01% | +13,695 | New |
| Tocqueville Asset Management L.P. | 13,700 | $530.5K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,896 | $538.1K | 0.05% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 13,896 | $538.1K | 0.11% | +13,896 | New |
| Cornerstone Investment Partners, LLC | 13,967 | $540.8K | 0.03% | +35+0.3% | Added |
| Trust Point Inc. | 14,040 | $543.6K | 0.04% | +14,040 | New |
| Moody National Bank Trust Division | 15,000 | $580.8K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,015 | $581.4K | 0.00% | +1,049+7.5% | Added |
| Henshaw Capital LLC | 15,130 | $585.8K | 0.03% | +6,073+67.1% | Added |
| Public Employees Retirement Association of Colorado | 16,266 | $630.0K | 0.00% | −146−0.9% | Reduced |
| Balyasny Asset Management LLC | 16,655 | $644.9K | 0.00% | −476,294−96.6% | Reduced |
| Summit Global Investments | 16,958 | $657.0K | 0.04% | +16,958 | New |
| LPL Financial LLC | 17,470 | $676.5K | 0.00% | +5,147+41.8% | Added |
| Boston Partners | 17,541 | $679.2K | 0.00% | −62,879−78.2% | Reduced |
| Sippican Capital Advisors | 17,600 | $681.5K | 0.53% | −100−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 17,932 | $694.3K | 0.01% | +14,665+448.9% | Added |
| Martingale Asset Management L P | 18,091 | $700.5K | 0.01% | −11,762−39.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 19,201 | $743.5K | 0.00% | +3,701+23.9% | Added |
| Exchange Traded Concepts, LLC | 20,125 | $779.2K | 0.02% | +286+1.4% | Added |
| Mutual of America Capital Management LLC | 20,358 | $788.3K | 0.01% | −440−2.1% | Reduced |
| Blackstone Group Inc. | 20,371 | $788.8K | 0.00% | +7,500+58.3% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $813.1K | 0.18% | −68,600−76.6% | Reduced |
| Verition Fund Management LLC | 21,393 | $828.3K | 0.01% | +9,627+81.8% | Added |
| Energy Income Partners, LLC | 21,471 | $831.4K | 0.02% | +13,289+162.4% | Added |
| Guggenheim Capital LLC | 21,513 | $833.0K | 0.01% | +896+4.3% | Added |
| Lazard Asset Management LLC | 21,611 | $836.0K | 0.00% | +6,296+41.1% | Added |
| LSV Asset Management | 21,900 | $848.0K | 0.00% | +21,900 | New |
| Seven Eight Capital, LP | 21,992 | $851.5K | 0.10% | +21,992 | New |
| ProShare Advisors LLC | 22,163 | $858.2K | 0.00% | +3,912+21.4% | Added |
| Everence Capital Management Inc | 22,970 | $889.0K | 0.06% | 00.0% | Unchanged |
| Man Group plc | 23,821 | $922.3K | 0.00% | – | – |
| JustInvest LLC | 23,931 | $926.6K | 0.02% | +2,668+12.5% | Added |
| STRS Ohio | 24,300 | $940.0K | 0.00% | +1,900+8.5% | Added |
| The PNC Financial Services Group, Inc. | 24,401 | $944.8K | 0.00% | −3,816−13.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,100 | $971.9K | 0.01% | −54,234−68.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,471 | $1.02M | 0.00% | +2,344+9.7% | Added |
| Panagora Asset Management Inc | 27,488 | $1.06M | 0.01% | +28+0.1% | Added |
| Holocene Advisors, LP | 28,604 | $1.11M | 0.00% | −6,749−19.1% | Reduced |
| Creative Planning | 28,833 | $1.12M | 0.00% | −92,439−76.2% | Reduced |
| Quantitative Investment Management, LLC | 29,194 | $1.13M | 0.06% | +29,194 | New |
| Entropy Technologies, LP | 29,747 | $1.15M | 0.21% | +29,747 | New |
| Canada Pension Plan Investment Board | 30,200 | $1.17M | 0.00% | −4,800−13.7% | Reduced |
| CoreCommodity Management, LLC | 30,425 | $1.18M | 0.35% | −63,654−67.7% | Reduced |
| State of Wisconsin Investment Board | 30,593 | $1.18M | 0.00% | −2,047−6.3% | Reduced |
| Trexquant Investment LP | 31,068 | $1.20M | 0.03% | −40,986−56.9% | Reduced |
| Ironwood Investment Management LLC | 31,690 | $1.23M | 0.64% | −2,500−7.3% | Reduced |
| Bank of Montreal | 32,842 | $1.28M | 0.00% | −3,312−9.2% | Reduced |
| Arizona State Retirement System | 33,173 | $1.28M | 0.01% | −1,142−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 34,006 | $1.32M | 0.02% | −1,246−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 34,287 | $1.33M | 0.00% | 00.0% | Unchanged |
| Flat Footed LLC | 35,406 | $1.37M | 0.41% | +35,406 | New |