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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 35,516 | $1.38M | 0.07% | −32−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 35,691 | $1.38M | 0.01% | −91,291−71.9% | Reduced |
| Los Angeles Capital Management LLC | 36,095 | $1.40M | 0.01% | −20,159−35.8% | Reduced |
| Toroso Investments, LLC | 36,450 | $1.41M | 0.03% | +1,888+5.5% | Added |
| Pathstone Holdings, LLC | 37,032 | $1.43M | 0.01% | +37,032 | New |
| Teza Capital Management LLC | 37,248 | $1.44M | 0.24% | +37,248 | New |
| Brinker Capital Investments, LLC | 37,843 | $1.45M | 0.02% | +6,133+19.3% | Added |
| Orion Portfolio Solutions, LLC | 37,843 | $1.45M | 0.02% | +6,133+19.3% | Added |
| Kingsview Wealth Management, LLC | 38,458 | $1.49M | 0.04% | +38,458 | New |
| TCI Wealth Advisors, Inc. | 38,898 | $1.51M | 0.16% | 00.0% | Unchanged |
| Zacks Investment Management | 39,058 | $1.51M | 0.02% | +15,639+66.8% | Added |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.54M | 0.01% | 00.0% | Unchanged |
| Viking Fund Management LLC | 40,000 | $1.55M | 0.30% | 00.0% | Unchanged |
| Adams Wealth Management | 41,469 | $1.61M | 0.47% | +4,218+11.3% | Added |
| Ellevest, Inc. | 41,522 | $1.61M | 0.11% | +855+2.1% | Added |
| Teacher Retirement System of Texas | 42,072 | $1.63M | 0.01% | −8,734−17.2% | Reduced |
| Maryland State Retirement & Pension System | 42,273 | $1.64M | 0.03% | −1,435−3.3% | Reduced |
| Cerity Partners LLC | 43,450 | $1.68M | 0.01% | +19,861+84.2% | Added |
| Amalgamated Bank | 43,918 | $1.70M | 0.01% | −2,983−6.4% | Reduced |
| Citadel Advisors LLC | 44,265 | $1.71M | 0.00% | −211,530−82.7% | Reduced |
| Ensign Peak Advisors, Inc | 44,710 | $1.73M | 0.00% | +7,440+20.0% | Added |
| Insight Wealth Strategies, LLC | 44,826 | $1.74M | 0.28% | +3,692+9.0% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.78M | 0.34% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 46,029 | $1.78M | 0.00% | +2,839+6.6% | Added |
| Jane Street Group, LLC | 46,237 | $1.79M | 0.00% | −78,711−63.0% | Reduced |
| Clark Capital Management Group, Inc. | 46,500 | $1.80M | 0.01% | +18,547+66.4% | Added |
| Voloridge Investment Management, LLC | 47,576 | $1.84M | 0.01% | +39,852+516.0% | Added |
| Cresset Asset Management, LLC | 51,629 | $2.00M | 0.01% | +6,079+13.3% | Added |
| US Bancorp | 52,651 | $2.04M | 0.00% | +493+0.9% | Added |
| SEI Investments Co | 56,469 | $2.19M | 0.00% | +28,054+98.7% | Added |
| HSBC Holdings PLC | 56,367 | $2.20M | 0.00% | −3,102−5.2% | Reduced |
| CSS LLC | 57,000 | $2.21M | 0.17% | +22,000+62.9% | Added |
| CI Private Wealth, LLC | 57,294 | $2.22M | 0.00% | −16,019−21.9% | Reduced |
| Janus Henderson Group PLC | 58,099 | $2.25M | 0.00% | −105−0.2% | Reduced |
| Louisiana State Employees Retirement System | 58,200 | $2.25M | 0.05% | −2,200−3.6% | Reduced |
| Yousif Capital Management, LLC | 58,798 | $2.28M | 0.03% | −3,499−5.6% | Reduced |
| Mercer Global Advisors Inc | 59,153 | $2.29M | 0.01% | −49−0.1% | Reduced |
| AXA S.A. | 59,177 | $2.29M | 0.01% | +4,477+8.2% | Added |
| Truist Financial Corp | 61,237 | $2.37M | 0.00% | −73−0.1% | Reduced |
| MetLife Investment Management | 61,367 | $2.38M | 0.02% | −1,746−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 61,683 | $2.39M | 0.00% | −1,763−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 62,164 | $2.41M | 0.00% | +9,285+17.6% | Added |
| DFPG Investments, LLC | 62,801 | $2.47M | 0.19% | −91−0.1% | Reduced |
| Pearl River Capital, LLC | 63,886 | $2.47M | 0.40% | +51,053+397.8% | Added |
| American International Group, Inc. | 64,263 | $2.49M | 0.01% | −1,573−2.4% | Reduced |
| First National Bank of Omaha | 66,209 | $2.56M | 0.16% | +3,825+6.1% | Added |
| State of Tennessee, Treasury Department | 71,359 | $2.76M | 0.01% | −16,586−18.9% | Reduced |
| State of Alaska, Department of Revenue | 71,557 | $2.77M | 0.03% | −2,401−3.2% | Reduced |
| TD Asset Management Inc | 71,800 | $2.78M | 0.00% | +38,700+116.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 71,930 | $2.79M | 0.07% | −174,880−70.9% | Reduced |
| Royal Bank of Canada | 72,315 | $2.80M | 0.00% | −28,083−28.0% | Reduced |
| State of New Jersey Common Pension Fund D | 72,718 | $2.82M | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 74,000 | $2.87M | 1.40% | +74,000 | New |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.88M | 1.57% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 75,292 | $2.92M | 0.01% | +75,292 | New |
| Jump Financial, LLC | 77,262 | $2.99M | 0.10% | +77,262 | New |
| Verdence Capital Advisors LLC | 78,729 | $3.05M | 0.29% | +1,000+1.3% | Added |
| Ethic Inc. | 79,053 | $3.06M | 0.09% | +2,309+3.0% | Added |
| Jacobs Levy Equity Management, Inc | 79,491 | $3.08M | 0.02% | +322+0.4% | Added |
| Clark Estates Inc | 80,800 | $3.13M | 0.53% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 81,107 | $3.14M | 0.06% | +81,107 | New |
| Magnetar Financial LLC | 81,617 | $3.16M | 0.08% | +75,355+1,203.4% | Added |
| AQR Capital Management LLC | 82,313 | $3.19M | 0.01% | −62,540−43.2% | Reduced |
| Franklin Resources Inc | 84,661 | $3.28M | 0.00% | −2,300−2.6% | Reduced |
| Connors Investor Services Inc | 85,704 | $3.32M | 0.37% | +1,211+1.4% | Added |
| Miller Howard Investments Inc | 87,114 | $3.37M | 0.12% | +87,114 | New |
| Empowered Funds, LLC | 87,763 | $3.40M | 0.09% | −142,803−61.9% | Reduced |
| Two Sigma Advisers, LP | 89,100 | $3.45M | 0.01% | +38,500+76.1% | Added |
| Colony Group, LLC | 89,854 | $3.48M | 0.05% | +89,854 | New |
| TownSquare Capital, LLC | 89,946 | $3.48M | 0.06% | +13,497+17.7% | Added |
| Voya Investment Management LLC | 90,181 | $3.49M | 0.00% | −173−0.2% | Reduced |
| PDT Partners, LLC | 93,764 | $3.63M | 0.40% | +38,812+70.6% | Added |
| Schwerin Boyle Capital Management Inc | 95,000 | $3.68M | 0.41% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 95,399 | $3.69M | 0.06% | +5,986+6.7% | Added |
| First Eagle Investment Management, LLC | 97,003 | $3.76M | 0.01% | +5,825+6.4% | Added |
| Great West Life Assurance Co | 98,303 | $3.80M | 0.01% | −7,549−7.1% | Reduced |
| Victory Capital Management Inc | 99,334 | $3.85M | 0.00% | +15,691+18.8% | Added |
| Texas Permanent School Fund | 102,582 | $3.97M | 0.03% | +1,800+1.8% | Added |
| Public Employees Retirement System of Ohio | 102,971 | $3.99M | 0.02% | +83,453+427.6% | Added |
| 1492 Capital Management LLC | 105,287 | $4.08M | 2.32% | −31,749−23.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 106,000 | $4.10M | 0.01% | −74,500−41.3% | Reduced |
| Wells Fargo & Company | 106,460 | $4.12M | 0.00% | +17,255+19.3% | Added |
| UBS Asset Management Americas Inc | 107,435 | $4.16M | 0.00% | +4,002+3.9% | Added |
| ExodusPoint Capital Management, LP | 115,473 | $4.47M | 0.06% | −60,748−34.5% | Reduced |
| California State Teachers Retirement System | 125,182 | $4.85M | 0.01% | −7,903−5.9% | Reduced |
| Credit Suisse AG | 125,998 | $4.88M | 0.00% | −1,172−0.9% | Reduced |
| Russell Investments Group, Ltd. | 127,678 | $4.94M | 0.01% | −193,127−60.2% | Reduced |
| Nisa Investment Advisors, LLC | 127,935 | $4.95M | 0.04% | −200.0% | Reduced |
| LSP Investment Advisors, LLC | 133,406 | $5.17M | 2.44% | +133,406 | New |
| Capital Fund Management S.A. | 137,419 | $5.32M | 0.07% | −1,724−1.2% | Reduced |
| Putnam Investments LLC | 147,311 | $5.70M | 0.01% | −7,591−4.9% | Reduced |
| Mariner, LLC | 150,626 | $5.83M | 0.01% | −1,741−1.1% | Reduced |
| UBS Group AG | 151,136 | $5.85M | 0.00% | +18,354+13.8% | Added |
| Federated Hermes, Inc. | 151,869 | $5.88M | 0.01% | +24,371+19.1% | Added |
| RE Advisers Corp | 153,300 | $5.94M | 0.15% | 00.0% | Unchanged |
| Raymond James & Associates | 160,859 | $6.23M | 0.00% | −31,996−16.6% | Reduced |
| Kennedy Capital Management, Inc. | 173,080 | $6.70M | 0.15% | +173,080 | New |
| New York State Teachers Retirement System | 178,696 | $6.92M | 0.02% | −6,948−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 179,598 | $6.95M | 0.01% | −453,178−71.6% | Reduced |
| Silver Point Capital L.P. | 182,700 | $7.07M | 0.63% | +182,700 | New |