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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 89,946 | $3.48M | 0.06% | +13,497+17.7% | Added |
| Colony Group, LLC | 89,854 | $3.48M | 0.05% | +89,854 | New |
| Two Sigma Advisers, LP | 89,100 | $3.45M | 0.01% | +38,500+76.1% | Added |
| Empowered Funds, LLC | 87,763 | $3.40M | 0.09% | −142,803−61.9% | Reduced |
| Miller Howard Investments Inc | 87,114 | $3.37M | 0.12% | +87,114 | New |
| Connors Investor Services Inc | 85,704 | $3.32M | 0.37% | +1,211+1.4% | Added |
| Franklin Resources Inc | 84,661 | $3.28M | 0.00% | −2,300−2.6% | Reduced |
| AQR Capital Management LLC | 82,313 | $3.19M | 0.01% | −62,540−43.2% | Reduced |
| Magnetar Financial LLC | 81,617 | $3.16M | 0.08% | +75,355+1,203.4% | Added |
| Congress Wealth Management LLC | 81,107 | $3.14M | 0.06% | +81,107 | New |
| Clark Estates Inc | 80,800 | $3.13M | 0.53% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 79,491 | $3.08M | 0.02% | +322+0.4% | Added |
| Ethic Inc. | 79,053 | $3.06M | 0.09% | +2,309+3.0% | Added |
| Verdence Capital Advisors LLC | 78,729 | $3.05M | 0.29% | +1,000+1.3% | Added |
| Jump Financial, LLC | 77,262 | $2.99M | 0.10% | +77,262 | New |
| Two Sigma Investments, LP | 75,292 | $2.92M | 0.01% | +75,292 | New |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.88M | 1.57% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 74,000 | $2.87M | 1.40% | +74,000 | New |
| State of New Jersey Common Pension Fund D | 72,718 | $2.82M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 72,315 | $2.80M | 0.00% | −28,083−28.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 71,930 | $2.79M | 0.07% | −174,880−70.9% | Reduced |
| TD Asset Management Inc | 71,800 | $2.78M | 0.00% | +38,700+116.9% | Added |
| State of Alaska, Department of Revenue | 71,557 | $2.77M | 0.03% | −2,401−3.2% | Reduced |
| State of Tennessee, Treasury Department | 71,359 | $2.76M | 0.01% | −16,586−18.9% | Reduced |
| First National Bank of Omaha | 66,209 | $2.56M | 0.16% | +3,825+6.1% | Added |
| American International Group, Inc. | 64,263 | $2.49M | 0.01% | −1,573−2.4% | Reduced |
| Pearl River Capital, LLC | 63,886 | $2.47M | 0.40% | +51,053+397.8% | Added |
| DFPG Investments, LLC | 62,801 | $2.47M | 0.19% | −91−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 62,164 | $2.41M | 0.00% | +9,285+17.6% | Added |
| Manufacturers Life Insurance Company, The | 61,683 | $2.39M | 0.00% | −1,763−2.8% | Reduced |
| MetLife Investment Management | 61,367 | $2.38M | 0.02% | −1,746−2.8% | Reduced |
| Truist Financial Corp | 61,237 | $2.37M | 0.00% | −73−0.1% | Reduced |
| AXA S.A. | 59,177 | $2.29M | 0.01% | +4,477+8.2% | Added |
| Mercer Global Advisors Inc | 59,153 | $2.29M | 0.01% | −49−0.1% | Reduced |
| Yousif Capital Management, LLC | 58,798 | $2.28M | 0.03% | −3,499−5.6% | Reduced |
| Louisiana State Employees Retirement System | 58,200 | $2.25M | 0.05% | −2,200−3.6% | Reduced |
| Janus Henderson Group PLC | 58,099 | $2.25M | 0.00% | −105−0.2% | Reduced |
| CI Private Wealth, LLC | 57,294 | $2.22M | 0.00% | −16,019−21.9% | Reduced |
| CSS LLC | 57,000 | $2.21M | 0.17% | +22,000+62.9% | Added |
| HSBC Holdings PLC | 56,367 | $2.20M | 0.00% | −3,102−5.2% | Reduced |
| SEI Investments Co | 56,469 | $2.19M | 0.00% | +28,054+98.7% | Added |
| US Bancorp | 52,651 | $2.04M | 0.00% | +493+0.9% | Added |
| Cresset Asset Management, LLC | 51,629 | $2.00M | 0.01% | +6,079+13.3% | Added |
| Voloridge Investment Management, LLC | 47,576 | $1.84M | 0.01% | +39,852+516.0% | Added |
| Clark Capital Management Group, Inc. | 46,500 | $1.80M | 0.01% | +18,547+66.4% | Added |
| Jane Street Group, LLC | 46,237 | $1.79M | 0.00% | −78,711−63.0% | Reduced |
| Natixis Advisors, L.P. | 46,029 | $1.78M | 0.00% | +2,839+6.6% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.78M | 0.34% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 44,826 | $1.74M | 0.28% | +3,692+9.0% | Added |
| Ensign Peak Advisors, Inc | 44,710 | $1.73M | 0.00% | +7,440+20.0% | Added |
| Citadel Advisors LLC | 44,265 | $1.71M | 0.00% | −211,530−82.7% | Reduced |
| Amalgamated Bank | 43,918 | $1.70M | 0.01% | −2,983−6.4% | Reduced |
| Cerity Partners LLC | 43,450 | $1.68M | 0.01% | +19,861+84.2% | Added |
| Maryland State Retirement & Pension System | 42,273 | $1.64M | 0.03% | −1,435−3.3% | Reduced |
| Teacher Retirement System of Texas | 42,072 | $1.63M | 0.01% | −8,734−17.2% | Reduced |
| Ellevest, Inc. | 41,522 | $1.61M | 0.11% | +855+2.1% | Added |
| Adams Wealth Management | 41,469 | $1.61M | 0.47% | +4,218+11.3% | Added |
| Viking Fund Management LLC | 40,000 | $1.55M | 0.30% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.54M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 39,058 | $1.51M | 0.02% | +15,639+66.8% | Added |
| TCI Wealth Advisors, Inc. | 38,898 | $1.51M | 0.16% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 38,458 | $1.49M | 0.04% | +38,458 | 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 |
| Teza Capital Management LLC | 37,248 | $1.44M | 0.24% | +37,248 | New |
| Pathstone Holdings, LLC | 37,032 | $1.43M | 0.01% | +37,032 | New |
| Toroso Investments, LLC | 36,450 | $1.41M | 0.03% | +1,888+5.5% | Added |
| Los Angeles Capital Management LLC | 36,095 | $1.40M | 0.01% | −20,159−35.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 35,691 | $1.38M | 0.01% | −91,291−71.9% | Reduced |
| Waldron Private Wealth LLC | 35,516 | $1.38M | 0.07% | −32−0.1% | Reduced |
| Flat Footed LLC | 35,406 | $1.37M | 0.41% | +35,406 | New |
| State Board of Administration of Florida Retirement System | 34,287 | $1.33M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 34,006 | $1.32M | 0.02% | −1,246−3.5% | Reduced |
| Arizona State Retirement System | 33,173 | $1.28M | 0.01% | −1,142−3.3% | Reduced |
| Bank of Montreal | 32,842 | $1.28M | 0.00% | −3,312−9.2% | Reduced |
| Ironwood Investment Management LLC | 31,690 | $1.23M | 0.64% | −2,500−7.3% | Reduced |
| Trexquant Investment LP | 31,068 | $1.20M | 0.03% | −40,986−56.9% | Reduced |
| State of Wisconsin Investment Board | 30,593 | $1.18M | 0.00% | −2,047−6.3% | Reduced |
| CoreCommodity Management, LLC | 30,425 | $1.18M | 0.35% | −63,654−67.7% | Reduced |
| Canada Pension Plan Investment Board | 30,200 | $1.17M | 0.00% | −4,800−13.7% | Reduced |
| Entropy Technologies, LP | 29,747 | $1.15M | 0.21% | +29,747 | New |
| Quantitative Investment Management, LLC | 29,194 | $1.13M | 0.06% | +29,194 | New |
| Creative Planning | 28,833 | $1.12M | 0.00% | −92,439−76.2% | Reduced |
| Holocene Advisors, LP | 28,604 | $1.11M | 0.00% | −6,749−19.1% | Reduced |
| Panagora Asset Management Inc | 27,488 | $1.06M | 0.01% | +28+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,471 | $1.02M | 0.00% | +2,344+9.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,100 | $971.9K | 0.01% | −54,234−68.4% | Reduced |
| The PNC Financial Services Group, Inc. | 24,401 | $944.8K | 0.00% | −3,816−13.5% | Reduced |
| STRS Ohio | 24,300 | $940.0K | 0.00% | +1,900+8.5% | Added |
| JustInvest LLC | 23,931 | $926.6K | 0.02% | +2,668+12.5% | Added |
| Man Group plc | 23,821 | $922.3K | 0.00% | – | – |
| Everence Capital Management Inc | 22,970 | $889.0K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 22,163 | $858.2K | 0.00% | +3,912+21.4% | Added |
| Seven Eight Capital, LP | 21,992 | $851.5K | 0.10% | +21,992 | New |
| LSV Asset Management | 21,900 | $848.0K | 0.00% | +21,900 | New |
| Lazard Asset Management LLC | 21,611 | $836.0K | 0.00% | +6,296+41.1% | Added |
| Guggenheim Capital LLC | 21,513 | $833.0K | 0.01% | +896+4.3% | Added |
| Energy Income Partners, LLC | 21,471 | $831.4K | 0.02% | +13,289+162.4% | Added |
| Verition Fund Management LLC | 21,393 | $828.3K | 0.01% | +9,627+81.8% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $813.1K | 0.18% | −68,600−76.6% | Reduced |