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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,567 | $60.7K | 0.01% | +28+1.8% | Added |
| First Horizon Advisors, Inc. | 1,469 | $56.9K | 0.00% | +353+31.6% | Added |
| Bartlett & Co. LLC | 1,400 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $54.7K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,287 | $49.8K | 0.10% | +1,022+385.7% | Added |
| Parallel Advisors, LLC | 1,281 | $49.6K | 0.00% | +682+113.9% | Added |
| Penserra Capital Management LLC | 1,188 | $45.0K | 0.00% | +468+65.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,052 | $40.7K | 0.01% | +1,052 | New |
| Nomura Asset Management Co Ltd | 990 | $38.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 841 | $32.6K | 0.00% | −9−1.1% | Reduced |
| Global Wealth Strategies & Associates | 755 | $29.2K | 0.01% | +3+0.4% | Added |
| Byrne Asset Management LLC | 700 | $28.0K | 0.02% | – | – |
| Larson Financial Group LLC | 680 | $26.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 630 | $24.4K | 0.00% | +630 | New |
| Coppell Advisory Solutions LLC | 626 | $24.2K | 0.00% | +496+381.5% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $23.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 497 | $19.2K | 0.00% | −634−56.1% | Reduced |
| Fortitude Family Office, LLC | 417 | $16.1K | 0.01% | +417 | New |
| Covestor Ltd | 410 | $16.0K | 0.01% | −654−61.5% | Reduced |
| Planning Capital Management Corp | 399 | $15.4K | 0.01% | +399 | New |
| Lindbrook Capital, LLC | 375 | $14.5K | 0.00% | +21+5.9% | Added |
| Raleigh Capital Management Inc. | 368 | $14.3K | 0.01% | +199+117.8% | Added |
| Huntington National Bank | 357 | $13.8K | 0.00% | +69+24.0% | Added |
| Massmutual Trust Co FSB | 356 | $13.8K | 0.00% | +14+4.1% | Added |
| Cypress Capital Management LLC (WY) | 310 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 274 | $10.6K | 0.00% | +113+70.2% | Added |
| Farther Finance Advisors, LLC | 253 | $9.80K | 0.00% | +220+666.7% | Added |
| Allworth Financial LP | 244 | $9.45K | 0.00% | +57+30.5% | Added |
| Point72 Europe (London) LLP | 243 | $9.41K | 0.00% | +243 | New |
| LGT Financial Advisors LLC | 231 | $8.94K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 225 | $8.71K | 0.01% | +225 | New |
| EntryPoint Capital, LLC | 223 | $8.63K | 0.01% | +223 | New |
| Bessemer Group Inc | 209 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 199 | $7.71K | 0.00% | +199 | New |
| Lee Financial Co | 185 | $7.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 182 | $7.05K | 0.00% | −159−46.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $5.81K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 131 | $5.07K | 0.00% | +131 | New |
| Macroview Investment Management LLC | 110 | $4.25K | 0.01% | −156−58.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 102 | $3.95K | 0.00% | +4+4.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $3.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 93 | $3.60K | 0.00% | −186−66.7% | Reduced |
| AdvisorNet Financial, Inc | 93 | $3.60K | 0.00% | +6+6.9% | Added |
| Advisory Services Network, LLC | 90 | $3.48K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 87 | $3.37K | 0.00% | −4−4.4% | Reduced |
| Global Retirement Partners, LLC | 90 | $3.20K | 0.00% | +46+104.5% | Added |
| Plato Investment Management Ltd | 81 | $3.14K | 0.00% | +81 | New |
| Cape Investment Advisory, Inc. | 80 | $3.10K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 79 | $3.06K | 0.00% | −6−7.1% | Reduced |
| Private Wealth Management Group, LLC | 60 | $2.32K | 0.00% | +60 | New |
| Glassman Wealth Services | 57 | $2.21K | 0.00% | +31+119.2% | Added |
| Assetmark, Inc | 57 | $2.21K | 0.00% | +57 | New |
| Quent Capital, LLC | 53 | $2.06K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 46 | $1.78K | 0.00% | +14+43.8% | Added |
| Parkside Financial Bank & Trust | 28 | $1.08K | 0.00% | −267−90.5% | Reduced |
| SJS Investment Consulting Inc. | 28 | $1.08K | 0.00% | +2+7.7% | Added |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| RFP Financial Group LLC | 25 | $968 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $697 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $659 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $543 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $542 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 11 | $426 | 0.00% | −78−87.6% | Reduced |
| Gradient Investments LLC | 7 | $271 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $233 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $0 | 0.00% | +12 | New |
| Smartleaf Asset Management LLC | 6 | $0 | 0.00% | +6 | New |
| 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 |