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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in SM Energy Co as of Mar 31, 2024. 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
- 390
- +25 vs. Q4 2023
- Shares held
- 114.7M
- +5.21M (+4.8%) vs. Q4 2023
- Total value
- $5.71B
- +$1.48B (+34.8%) vs. Q4 2023
- New holders
- 67
- 109 more added
- Sold out
- 42
- 163 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 498 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,939,444 | $994.0M | 0.02% | −240,388−1.2% | Reduced |
| Vanguard Group Inc | 14,224,355 | $709.1M | 0.01% | −113,606−0.8% | Reduced |
| State Street Corp | 6,253,497 | $311.7M | 0.01% | −421,113−6.3% | Reduced |
| Dimensional Fund Advisors LP | 5,957,200 | $297.0M | 0.08% | +447,821+8.1% | Added |
| JPMorgan Chase & Co | 4,080,133 | $203.4M | 0.02% | +443,323+12.2% | Added |
| Pacer Advisors, Inc. | 3,731,239 | $186.0M | 0.43% | +3,731,239 | New |
| T. Rowe Price Investment Management, Inc. | 2,761,658 | $137.7M | 0.08% | −215,862−7.2% | Reduced |
| Frontier Capital Management Co LLC | 2,695,696 | $134.4M | 1.26% | −274,776−9.3% | Reduced |
| Geode Capital Management, LLC | 2,583,448 | $128.8M | 0.01% | +50,501+2.0% | Added |
| American Century Companies Inc | 2,333,144 | $116.3M | 0.07% | +413,376+21.5% | Added |
| Macquarie Group Ltd | 2,138,743 | $106.6M | 0.12% | −84,175−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,926,312 | $96.0M | 0.09% | +1,746,714+972.6% | Added |
| River Road Asset Management, LLC | 1,758,754 | $87.7M | 1.18% | −80,221−4.4% | Reduced |
| Renaissance Technologies LLC | 1,674,000 | $83.4M | 0.13% | −26,500−1.6% | Reduced |
| Goldman Sachs Group Inc | 1,563,719 | $78.0M | 0.02% | +216,778+16.1% | Added |
| Westwood Holdings Group Inc. | 1,552,004 | $77.4M | 0.61% | +258,733+20.0% | Added |
| Northern Trust Corp | 1,344,421 | $67.0M | 0.01% | −50,621−3.6% | Reduced |
| Morgan Stanley | 1,339,789 | $66.8M | 0.01% | −156,413−10.5% | Reduced |
| Bank of New York Mellon Corp | 1,331,013 | $66.4M | 0.01% | −66,184−4.7% | Reduced |
| First Trust Advisors LP | 1,243,295 | $62.0M | 0.06% | +166,064+15.4% | Added |
| Charles Schwab Investment Management Inc | 1,182,186 | $58.9M | 0.01% | −410,917−25.8% | Reduced |
| Citadel Advisors LLC | 1,126,979 | $56.2M | 0.05% | +1,082,714+2,446.0% | Added |
| Invesco Ltd. | 1,107,795 | $55.2M | 0.01% | +602+0.1% | Added |
| Ameriprise Financial Inc | 1,082,342 | $54.0M | 0.01% | +57,275+5.6% | Added |
| Congress Asset Management Co | 1,021,032 | $50.9M | 0.36% | +143,293+16.3% | Added |
| William Blair Investment Management, LLC | 1,008,880 | $50.3M | 0.13% | −1,833−0.2% | Reduced |
| Channing Capital Management, LLC | 979,867 | $48.8M | 1.31% | +47,432+5.1% | Added |
| Palisade Capital Management LLC | 964,355 | $48.1M | 1.27% | −24,368−2.5% | Reduced |
| Nuveen Asset Management, LLC | 925,679 | $46.1M | 0.01% | +283,236+44.1% | Added |
| Allspring Global Investments Holdings, LLC | 842,960 | $42.0M | 0.07% | +91,507+12.2% | Added |
| Price T Rowe Associates Inc | 764,118 | $38.1M | 0.00% | +124,450+19.5% | Added |
| GW&K Investment Management, LLC | 680,037 | $33.9M | 0.30% | −5,019−0.7% | Reduced |
| Bank of America Corp | 661,232 | $33.0M | 0.00% | +124,935+23.3% | Added |
| Principal Financial Group Inc | 639,680 | $31.9M | 0.02% | +33,214+5.5% | Added |
| Clark Capital Management Group, Inc. | 590,123 | $29.4M | 0.22% | +543,623+1,169.1% | Added |
| Tributary Capital Management, LLC | 567,725 | $28.3M | 2.32% | −6,395−1.1% | Reduced |
| Wedge Capital Management L L P | 565,836 | $28.2M | 0.46% | −63,791−10.1% | Reduced |
| Millennium Management LLC | 557,158 | $27.8M | 0.02% | +62,417+12.6% | Added |
| Allianz Asset Management GmbH | 524,916 | $26.2M | 0.04% | +340,154+184.1% | Added |
| Envestnet Asset Management Inc | 490,345 | $24.4M | 0.01% | +94,054+23.7% | Added |
| Wellington Management Group LLP | 489,902 | $24.4M | 0.00% | −21,518−4.2% | Reduced |
| Standard Life Aberdeen plc | 455,453 | $22.7M | 0.04% | −10,559−2.3% | Reduced |
| Prudential Financial Inc | 443,632 | $22.1M | 0.03% | −18,557−4.0% | Reduced |
| Glenmede Trust Co NA | 418,671 | $20.9M | 0.10% | +29,303+7.5% | Added |
| Rhumbline Advisers | 407,206 | $20.3M | 0.02% | −8,575−2.1% | Reduced |
| Brandywine Global Investment Management, LLC | 387,642 | $19.3M | 0.14% | +69,711+21.9% | Added |
| Legal & General Group Plc | 381,868 | $19.0M | 0.01% | −672−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 347,944 | $17.3M | 0.02% | −242,140−41.0% | Reduced |
| FMR LLC | 337,915 | $16.8M | 0.00% | −51,262−13.2% | Reduced |
| Oslo Asset Management AS | 320,108 | $16.0M | 19.34% | −30,000−8.6% | Reduced |
| Baird Financial Group, Inc. | 303,071 | $15.1M | 0.03% | +37,569+14.2% | Added |
| Cambria Investment Management, L.P. | 263,841 | $13.2M | 0.79% | +23,600+9.8% | Added |
| Thrivent Financial for Lutherans | 243,232 | $12.1M | 0.02% | −418−0.2% | Reduced |
| Public Sector Pension Investment Board | 237,152 | $11.8M | 0.09% | −4,220−1.7% | Reduced |
| Swiss National Bank | 229,700 | $11.5M | 0.01% | −4,200−1.8% | Reduced |
| Mackenzie Financial Corp | 225,670 | $11.2M | 0.02% | −50,378−18.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 218,539 | $10.9M | 1.49% | −7,452−3.3% | Reduced |
| California Public Employees Retirement System | 218,001 | $10.9M | 0.01% | −4,673−2.1% | Reduced |
| Algert Global LLC | 217,574 | $10.8M | 0.42% | −41,632−16.1% | Reduced |
| Hodges Capital Management Inc. | 211,196 | $10.5M | 0.67% | −346,830−62.2% | Reduced |
| Empowered Funds, LLC | 205,193 | $10.2M | 0.18% | +117,430+133.8% | Added |
| UBS Group AG | 192,916 | $9.62M | 0.00% | +41,780+27.6% | Added |
| Franklin Resources Inc | 192,758 | $9.61M | 0.00% | +108,097+127.7% | Added |
| Marshall Wace, LLP | 187,988 | $9.37M | 0.02% | +187,988 | New |
| Eagle Asset Management Inc | 184,939 | $9.35M | 0.05% | −1,501−0.8% | Reduced |
| SIR Capital Management, L.P. | 187,100 | $9.33M | 0.94% | −480,500−72.0% | Reduced |
| Kennedy Capital Management, Inc. | 181,733 | $9.06M | 0.19% | +8,653+5.0% | Added |
| New York State Teachers Retirement System | 177,696 | $8.86M | 0.02% | −1,000−0.6% | Reduced |
| Two Sigma Investments, LP | 176,557 | $8.80M | 0.02% | +101,265+134.5% | Added |
| Barclays PLC | 169,854 | $8.47M | 0.00% | −106,359−38.5% | Reduced |
| Citigroup Inc | 168,522 | $8.40M | 0.01% | −24,147−12.5% | Reduced |
| Raymond James & Associates | 163,582 | $8.15M | 0.01% | +2,723+1.7% | Added |
| Evoke Wealth, LLC | 162,936 | $8.12M | 0.24% | +162,936 | New |
| Federated Hermes, Inc. | 161,232 | $8.04M | 0.02% | +9,363+6.2% | Added |
| RE Advisers Corp | 153,300 | $7.64M | 0.18% | 00.0% | Unchanged |
| Mariner, LLC | 153,164 | $7.64M | 0.02% | +2,538+1.7% | Added |
| First Eagle Investment Management, LLC | 147,703 | $7.36M | 0.02% | +50,700+52.3% | Added |
| Alliancebernstein L.P. | 144,377 | $7.20M | 0.00% | −75,485−34.3% | Reduced |
| Squarepoint Ops LLC | 141,261 | $7.04M | 0.03% | +141,261 | New |
| Royce & Associates LP | 136,166 | $6.79M | 0.06% | +136,166 | New |
| Comerica Bank | 134,613 | $6.71M | 0.03% | −49,857−27.0% | Reduced |
| LSP Investment Advisors, LLC | 133,406 | $6.65M | 3.58% | 00.0% | Unchanged |
| Credit Suisse AG | 123,984 | $6.18M | 0.01% | −2,014−1.6% | Reduced |
| Pearl River Capital, LLC | 121,527 | $6.06M | 0.96% | +57,641+90.2% | Added |
| California State Teachers Retirement System | 117,200 | $5.84M | 0.01% | −7,982−6.4% | Reduced |
| Panagora Asset Management Inc | 115,389 | $5.75M | 0.03% | +87,901+319.8% | Added |
| Rafferty Asset Management, LLC | 115,038 | $5.73M | 0.02% | −83,342−42.0% | Reduced |
| Russell Investments Group, Ltd. | 113,492 | $5.66M | 0.01% | −14,186−11.1% | Reduced |
| Jupiter Asset Management Ltd | 112,616 | $5.61M | 0.05% | +112,616 | New |
| UBS Asset Management Americas Inc | 107,434 | $5.36M | 0.00% | −10.0% | Reduced |
| Wells Fargo & Company | 107,366 | $5.35M | 0.00% | +906+0.9% | Added |
| 1492 Capital Management LLC | 104,696 | $5.22M | 2.91% | −591−0.6% | Reduced |
| Congress Wealth Management LLC | 104,545 | $5.21M | 0.09% | +23,438+28.9% | Added |
| Foundry Partners, LLC | 102,307 | $5.10M | 0.27% | +96,727+1,733.5% | Added |
| Great West Life Assurance Co | 101,455 | $5.06M | 0.01% | +3,152+3.2% | Added |
| Texas Permanent School Fund | 101,259 | $5.05M | 0.04% | −1,323−1.3% | Reduced |
| Victory Capital Management Inc | 101,223 | $5.05M | 0.00% | +1,889+1.9% | Added |
| Colony Group, LLC | 100,974 | $5.03M | 0.04% | +11,120+12.4% | Added |
| Hillsdale Investment Management Inc. | 100,700 | $5.02M | 0.40% | +100,700 | New |
| TownSquare Capital, LLC | 100,691 | $5.02M | 0.07% | +10,745+11.9% | Added |