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 |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 20,371 | $788.8K | 0.00% | +7,500+58.3% | Added |
| Mutual of America Capital Management LLC | 20,358 | $788.3K | 0.01% | −440−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 20,125 | $779.2K | 0.02% | +286+1.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 19,201 | $743.5K | 0.00% | +3,701+23.9% | Added |
| Martingale Asset Management L P | 18,091 | $700.5K | 0.01% | −11,762−39.4% | Reduced |
| Tower Research Capital LLC (TRC) | 17,932 | $694.3K | 0.01% | +14,665+448.9% | Added |
| Sippican Capital Advisors | 17,600 | $681.5K | 0.53% | −100−0.6% | Reduced |
| Boston Partners | 17,541 | $679.2K | 0.00% | −62,879−78.2% | Reduced |
| LPL Financial LLC | 17,470 | $676.5K | 0.00% | +5,147+41.8% | Added |
| Summit Global Investments | 16,958 | $657.0K | 0.04% | +16,958 | New |
| Balyasny Asset Management LLC | 16,655 | $644.9K | 0.00% | −476,294−96.6% | Reduced |
| Public Employees Retirement Association of Colorado | 16,266 | $630.0K | 0.00% | −146−0.9% | Reduced |
| Henshaw Capital LLC | 15,130 | $585.8K | 0.03% | +6,073+67.1% | Added |
| Captrust Financial Advisors | 15,015 | $581.4K | 0.00% | +1,049+7.5% | Added |
| Moody National Bank Trust Division | 15,000 | $580.8K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 14,040 | $543.6K | 0.04% | +14,040 | New |
| Cornerstone Investment Partners, LLC | 13,967 | $540.8K | 0.03% | +35+0.3% | Added |
| 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 |
| Tocqueville Asset Management L.P. | 13,700 | $530.5K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,695 | $530.1K | 0.01% | +13,695 | New |
| Advisor Group Holdings, Inc. | 13,639 | $528.5K | 0.00% | +4,512+49.4% | Added |
| Dark Forest Capital Management LP | 13,370 | $517.7K | 0.08% | −47,037−77.9% | Reduced |
| Pictet Asset Management Holding SA | 13,262 | $513.5K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 13,009 | $503.7K | 0.10% | +13,009 | New |
| Pitcairn Co | 12,857 | $497.8K | 0.04% | +1,611+14.3% | Added |
| Ameritas Investment Partners, Inc. | 11,926 | $461.8K | 0.02% | −11−0.1% | Reduced |
| Capital Counsel LLC | 11,905 | $461.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11,774 | $455.9K | 0.02% | +266+2.3% | Added |
| Empirical Finance, LLC | 11,713 | $453.5K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,534 | $446.6K | 0.00% | +618+5.7% | Added |
| Oppenheimer Asset Management Inc. | 11,524 | $446.2K | 0.01% | −521−4.3% | Reduced |
| Gotham Asset Management, LLC | 11,390 | $441.0K | 0.01% | −4,025−26.1% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $432.5K | 0.02% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,104 | $430.0K | 0.03% | +228+2.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,907 | $422.3K | 0.00% | +2,565+30.7% | Added |
| Caxton Associates LP | 10,843 | $419.8K | 0.02% | −4,898−31.1% | Reduced |
| Azzad Asset Management Inc | 10,180 | $394.2K | 0.05% | +10,180 | New |
| Gsa Capital Partners LLP | 10,188 | $394.0K | 0.03% | +10,188 | New |
| HighTower Advisors, LLC | 10,110 | $393.0K | 0.00% | +1,415+16.3% | Added |
| American Trust | 10,043 | $388.9K | 0.03% | −1,476−12.8% | Reduced |
| Engineers Gate Manager LP | 10,024 | $388.1K | 0.01% | −14,215−58.6% | Reduced |
| CWM Advisors, LLC | 9,877 | $382.4K | 0.04% | +2,174+28.2% | Added |
| AdvisorShares Investments LLC | 9,772 | $378.4K | 0.09% | −114−1.2% | Reduced |
| Bailard, Inc. | 9,700 | $375.6K | 0.01% | −3,100−24.2% | Reduced |
| Black Maple Capital Management LP | 9,500 | $367.8K | 0.34% | −1,000−9.5% | Reduced |
| Cim Investment Mangement Inc | 9,388 | $363.5K | 0.12% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,193 | $356.0K | 0.00% | +9,193 | New |
| Vident Advisory, LLC | 9,173 | $355.2K | 0.01% | +656+7.7% | Added |
| Vestcor Inc | 8,843 | $342.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,767 | $339.0K | 0.02% | −2,657−23.3% | Reduced |
| Janney Montgomery Scott LLC | 8,621 | $334.0K | 0.00% | +1,768+25.8% | Added |
| Neuberger Berman Group LLC | 8,560 | $331.4K | 0.00% | +53+0.6% | Added |
| Stifel Financial Corp | 8,453 | $327.3K | 0.00% | +8,453 | New |
| CAPROCK Group, Inc. | 8,408 | $325.6K | 0.02% | +684+8.9% | Added |
| Winton Group Ltd | 8,233 | $318.8K | 0.02% | −2,067−20.1% | Reduced |
| CFM Wealth Partners LLC | 8,209 | $317.9K | 0.07% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,889 | $305.5K | 0.00% | −491−5.9% | Reduced |
| Crossmark Global Holdings, Inc. | 7,858 | $304.0K | 0.01% | −625−7.4% | Reduced |
| Petrus Trust Company, LTA | 7,725 | $299.1K | 0.03% | +7,725 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $298.9K | 0.07% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 7,208 | $279.1K | 0.20% | +7,208 | New |
| Xponance, Inc. | 7,183 | $278.1K | 0.00% | +29+0.4% | Added |
| Profund Advisors LLC | 6,999 | $271.0K | 0.01% | +285+4.2% | Added |
| Lido Advisors, LLC | 6,894 | $266.9K | 0.00% | +6,894 | New |
| Verity Asset Management, Inc. | 6,798 | $263.2K | 0.17% | −265−3.8% | Reduced |
| Heritage Wealth Management, LLC | 6,794 | $263.1K | 0.14% | +6,794 | New |
| Quadrant Capital Group LLC | 6,782 | $262.6K | 0.02% | +187+2.8% | Added |
| Metropolitan Life Insurance Co | 6,708 | $259.7K | 0.01% | −318−4.5% | Reduced |
| AlphaMark Advisors, LLC | 6,656 | $258.0K | 0.10% | −779−10.5% | Reduced |
| Ci Investments Inc. | 6,607 | $256.0K | 0.00% | +2,050+45.0% | Added |
| Paragon Capital Management Ltd | 6,437 | $249.3K | 0.05% | −1,658−20.5% | Reduced |
| QRG Capital Management, Inc. | 6,336 | $245.3K | 0.00% | −464−6.8% | Reduced |
| CBOE Vest Financial, LLC | 6,314 | $244.5K | 0.01% | +6,314 | New |
| Blair William & Co | 6,250 | $242.0K | 0.00% | +6,250 | New |
| Neo Ivy Capital Management | 6,078 | $235.0K | 0.53% | −27,522−81.9% | Reduced |
| Park Avenue Securities LLC | 5,971 | $231.0K | 0.00% | +267+4.7% | Added |
| Readystate Asset Management LP | 5,953 | $230.5K | 0.01% | −1,800−23.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,872 | $227.4K | 0.00% | −378−6.0% | Reduced |
| Cetera Advisor Networks LLC | 5,853 | $226.6K | 0.00% | +5,853 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $223.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,731 | $221.9K | 0.00% | +171+3.1% | Added |
| Bridgefront Capital, LLC | 5,600 | $216.8K | 0.16% | −6,430−53.4% | Reduced |
| Foundry Partners, LLC | 5,580 | $216.1K | 0.01% | −3,470−38.3% | Reduced |
| Shelton Capital Management | 5,416 | $209.7K | 0.01% | −379−6.5% | Reduced |
| King Luther Capital Management Corp | 5,304 | $205.4K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,275 | $204.2K | 0.03% | +5,275 | New |
| Auxier Asset Management | 5,240 | $202.9K | 0.03% | −500−8.7% | Reduced |
| United Capital Financial Advisers, LLC | 5,175 | $200.4K | 0.00% | +5,175 | New |
| Kapitalo Investimentos Ltda | 4,049 | $156.8K | 0.03% | −2,127−34.4% | Reduced |
| GAMMA Investing LLC | 4,225 | $156.7K | 0.04% | +4,225 | New |
| GWM Advisors LLC | 3,258 | $126.2K | 0.00% | −211−6.1% | Reduced |
| Signaturefd, LLC | 2,966 | $114.8K | 0.00% | +571+23.8% | Added |
| NBC Securities, Inc. | 2,922 | $113.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,901 | $112.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,683 | $104.0K | 0.00% | +272+11.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,670 | $103.4K | 0.00% | +2,670 | New |
| Cutler Group LP | 2,301 | $89.0K | 0.01% | +1,901+475.3% | Added |
| Archer Investment Corp | 1,850 | $71.6K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,599 | $61.9K | 0.01% | −5,190−76.4% | Reduced |