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 |
|---|---|---|---|---|---|
| Comerica Bank | 184,470 | $7.14M | 0.03% | +17,675+10.6% | Added |
| Allianz Asset Management GmbH | 184,762 | $7.15M | 0.01% | +184,762 | New |
| Deutsche Bank AG | 186,061 | $7.20M | 0.00% | +112,256+152.1% | Added |
| Eagle Asset Management Inc | 186,440 | $7.22M | 0.04% | −30,263−14.0% | Reduced |
| Point72 Asset Management, L.P. | 190,498 | $7.38M | 0.02% | +179,549+1,639.9% | Added |
| Citigroup Inc | 192,669 | $7.46M | 0.01% | +17,791+10.2% | Added |
| Rafferty Asset Management, LLC | 198,380 | $7.68M | 0.03% | +21,102+11.9% | Added |
| Assenagon Asset Management S.A. | 209,641 | $8.12M | 0.02% | +40,158+23.7% | Added |
| Alliancebernstein L.P. | 219,862 | $8.51M | 0.00% | +64,602+41.6% | Added |
| California Public Employees Retirement System | 222,674 | $8.62M | 0.01% | −19,291−8.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 225,991 | $8.75M | 1.31% | +5,713+2.6% | Added |
| Swiss National Bank | 233,900 | $9.06M | 0.01% | −31,100−11.7% | Reduced |
| Cambria Investment Management, L.P. | 240,241 | $9.30M | 0.65% | +76,654+46.9% | Added |
| Public Sector Pension Investment Board | 241,372 | $9.35M | 0.07% | +94,702+64.6% | Added |
| Thrivent Financial for Lutherans | 243,650 | $9.43M | 0.02% | +23,581+10.7% | Added |
| BNP Paribas Arbitrage, SA | 245,272 | $9.50M | 0.02% | −198,640−44.7% | Reduced |
| Algert Global LLC | 259,206 | $10.0M | 0.40% | −17,779−6.4% | Reduced |
| Alyeska Investment Group, L.P. | 261,803 | $10.1M | 0.07% | −162,028−38.2% | Reduced |
| Baird Financial Group, Inc. | 265,502 | $10.3M | 0.02% | +29,962+12.7% | Added |
| Mackenzie Financial Corp | 276,048 | $10.7M | 0.02% | +108,803+65.1% | Added |
| Barclays PLC | 276,213 | $10.7M | 0.01% | −50,702−15.5% | Reduced |
| Susquehanna International Group, LLP | 307,784 | $11.9M | 0.02% | +233,884+316.5% | Added |
| Brandywine Global Investment Management, LLC | 317,931 | $12.3M | 0.10% | +317,931 | New |
| Oslo Asset Management AS | 350,108 | $13.6M | 17.07% | 00.0% | Unchanged |
| Legal & General Group Plc | 382,540 | $14.8M | 0.00% | −8,120−2.1% | Reduced |
| FMR LLC | 389,177 | $15.1M | 0.00% | −24,067−5.8% | Reduced |
| Glenmede Trust Co NA | 389,368 | $15.1M | 0.08% | −9,143−2.3% | Reduced |
| Envestnet Asset Management Inc | 396,291 | $15.3M | 0.01% | +54,393+15.9% | Added |
| Rhumbline Advisers | 415,781 | $16.1M | 0.02% | −10,063−2.4% | Reduced |
| Prudential Financial Inc | 462,189 | $17.9M | 0.03% | −3,333−0.7% | Reduced |
| Standard Life Aberdeen plc | 466,012 | $18.0M | 0.04% | −21,093−4.3% | Reduced |
| Millennium Management LLC | 494,741 | $19.2M | 0.02% | −1,767,337−78.1% | Reduced |
| Wellington Management Group LLP | 511,420 | $19.8M | 0.00% | −3,365−0.7% | Reduced |
| Bank of America Corp | 536,297 | $20.8M | 0.00% | +96,899+22.1% | Added |
| Hodges Capital Management Inc. | 558,026 | $21.6M | 1.15% | +331,059+145.9% | Added |
| Tributary Capital Management, LLC | 574,120 | $22.2M | 1.87% | +123,126+27.3% | Added |
| D. E. Shaw & Co., Inc. | 590,084 | $22.8M | 0.03% | −198,024−25.1% | Reduced |
| Principal Financial Group Inc | 606,466 | $23.5M | 0.01% | −68,512−10.2% | Reduced |
| Wedge Capital Management L L P | 629,627 | $24.4M | 0.43% | +94,419+17.6% | Added |
| Price T Rowe Associates Inc | 639,668 | $24.8M | 0.00% | +9,361+1.5% | Added |
| Nuveen Asset Management, LLC | 642,443 | $24.9M | 0.01% | −38,390−5.6% | Reduced |
| SIR Capital Management, L.P. | 667,600 | $25.8M | 2.64% | +121,900+22.3% | Added |
| GW&K Investment Management, LLC | 685,056 | $26.5M | 0.25% | −23,907−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 751,453 | $29.1M | 0.05% | +213,866+39.8% | Added |
| Congress Asset Management Co | 877,739 | $34.0M | 0.27% | +785,222+848.7% | Added |
| Channing Capital Management, LLC | 932,435 | $36.1M | 1.07% | −240,114−20.5% | Reduced |
| Palisade Capital Management LLC | 988,723 | $38.3M | 1.02% | −114,443−10.4% | Reduced |
| William Blair Investment Management, LLC | 1,010,713 | $39.1M | 0.11% | −21,733−2.1% | Reduced |
| Ameriprise Financial Inc | 1,025,067 | $39.7M | 0.01% | −138,265−11.9% | Reduced |
| First Trust Advisors LP | 1,077,231 | $41.7M | 0.05% | +198,473+22.6% | Added |
| Invesco Ltd. | 1,107,193 | $42.9M | 0.01% | −947,310−46.1% | Reduced |
| Westwood Holdings Group Inc. | 1,293,271 | $50.1M | 0.42% | +1,293,271 | New |
| Goldman Sachs Group Inc | 1,346,941 | $52.2M | 0.01% | −120,861−8.2% | Reduced |
| Aventail Capital Group, LP | 1,390,797 | $53.9M | 4.56% | +974,468+234.1% | Added |
| Northern Trust Corp | 1,395,042 | $54.0M | 0.01% | +14,850+1.1% | Added |
| Bank of New York Mellon Corp | 1,397,197 | $54.1M | 0.01% | −6,292−0.4% | Reduced |
| Morgan Stanley | 1,496,202 | $57.9M | 0.01% | +49,488+3.4% | Added |
| Charles Schwab Investment Management Inc | 1,593,103 | $61.7M | 0.02% | +64,781+4.2% | Added |
| Renaissance Technologies LLC | 1,700,500 | $65.8M | 0.10% | +75,000+4.6% | Added |
| River Road Asset Management, LLC | 1,838,975 | $71.2M | 0.99% | −439,770−19.3% | Reduced |
| American Century Companies Inc | 1,919,768 | $74.3M | 0.05% | +372,453+24.1% | Added |
| Macquarie Group Ltd | 2,222,918 | $86.1M | 0.10% | +62,421+2.9% | Added |
| Geode Capital Management, LLC | 2,532,947 | $98.1M | 0.01% | +80,546+3.3% | Added |
| Frontier Capital Management Co LLC | 2,970,472 | $115.0M | 1.16% | −483,163−14.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,977,520 | $115.3M | 0.07% | +2,977,520 | New |
| JPMorgan Chase & Co | 3,636,810 | $140.8M | 0.01% | +1,788,011+96.7% | Added |
| Dimensional Fund Advisors LP | 5,509,379 | $213.3M | 0.06% | +493,427+9.8% | Added |
| State Street Corp | 6,674,610 | $258.4M | 0.01% | +290,364+4.5% | Added |
| Vanguard Group Inc | 14,337,961 | $555.2M | 0.01% | −154,436−1.1% | Reduced |
| BlackRock Inc. | 20,179,832 | $781.4M | 0.02% | −63,541−0.3% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −357,756−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −281,524−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −218,633−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −182,845−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −141,268−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −98,471−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −84,907−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −69,276−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −61,176−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −56,158−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −42,763−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −37,536−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −32,753−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −25,894−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,725−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −22,692−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −22,242−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −18,266−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,556−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,455−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,810−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,272−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −14,723−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −14,036−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,497−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −13,021−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |