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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $100 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 5 | $249 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $349 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $349 | 0.00% | +7 | New |
| Quest Partners LLC | 9 | $449 | 0.00% | +9 | New |
| Transcendent Capital Group LLC | 9 | $449 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $499 | 0.00% | +10 | New |
| Abound Wealth Management | 14 | $698 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $698 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $833 | 0.00% | +11+183.3% | Added |
| Prestige Wealth Management Group LLC | 17 | $848 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $897 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.25K | 0.00% | −3−10.7% | Reduced |
| Cape Investment Advisory, Inc. | 26 | $1.30K | 0.00% | −54−67.5% | Reduced |
| Parkside Financial Bank & Trust | 28 | $1.40K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 41 | $2.04K | 0.00% | −5−10.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $2.54K | 0.00% | −51−50.0% | Reduced |
| Quent Capital, LLC | 53 | $2.66K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $2.89K | 0.00% | −35−37.6% | Reduced |
| Private Wealth Management Group, LLC | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $3.94K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 79 | $3.94K | 0.00% | +79 | New |
| Farmers & Merchants Investments Inc | 80 | $3.99K | 0.00% | −7−8.0% | Reduced |
| Leonteq Securities AG | 85 | $4.24K | 0.00% | −114−57.3% | Reduced |
| IFP Advisors, Inc | 91 | $4.54K | 0.00% | −91−50.0% | Reduced |
| Front Row Advisors LLC | 93 | $4.64K | 0.00% | +93 | New |
| First Financial Corp | 97 | $4.83K | 0.00% | +97 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $4.88K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 105 | $5.23K | 0.00% | +24+29.6% | Added |
| Bell Investment Advisors, Inc | 109 | $5.43K | 0.00% | +14+14.7% | Added |
| Macroview Investment Management LLC | 110 | $5.48K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $7.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 196 | $9.77K | 0.00% | −48−19.7% | Reduced |
| Bessemer Group Inc | 209 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 225 | $11.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 231 | $11.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 244 | $12.3K | 0.00% | −9−3.6% | Reduced |
| Private Trust Co NA | 250 | $12.5K | 0.00% | −24−8.8% | Reduced |
| Huntington National Bank | 291 | $14.5K | 0.00% | −66−18.5% | Reduced |
| Fortitude Family Office, LLC | 293 | $14.6K | 0.01% | −124−29.7% | Reduced |
| Cypress Capital Management LLC (WY) | 310 | $15.5K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 315 | $15.7K | 0.01% | +184+140.5% | Added |
| Larson Financial Group LLC | 333 | $16.6K | 0.00% | −347−51.0% | Reduced |
| Rise Advisors, LLC | 355 | $17.7K | 0.01% | +355 | New |
| Planning Capital Management Corp | 376 | $18.7K | 0.01% | −23−5.8% | Reduced |
| Parallel Advisors, LLC | 392 | $19.5K | 0.00% | −889−69.4% | Reduced |
| EnRich Financial Partners LLC | 400 | $19.9K | 0.01% | +400 | New |
| Covestor Ltd | 410 | $20.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $24.9K | 0.01% | +500 | New |
| Massmutual Trust Co FSB | 532 | $26.5K | 0.00% | +176+49.4% | Added |
| Hexagon Capital Partners LLC | 567 | $28.3K | 0.01% | +474+509.7% | Added |
| Lindbrook Capital, LLC | 581 | $29.0K | 0.00% | +206+54.9% | Added |
| Walleye Capital LLC | 610 | $30.4K | 0.00% | +610 | New |
| Raffa Wealth Management, LLC | 633 | $31.6K | 0.01% | +633 | New |
| Northwestern Mutual Wealth Management Co | 685 | $34.1K | 0.00% | +85+14.2% | Added |
| Global Retirement Partners, LLC | 689 | $34.3K | 0.00% | +599+665.6% | Added |
| Global Wealth Strategies & Associates | 759 | $37.8K | 0.01% | +4+0.5% | Added |
| Byrne Asset Management LLC | 780 | $38.9K | 0.03% | +80+11.4% | Added |
| Umb Bank N A | 829 | $41.3K | 0.00% | +332+66.8% | Added |
| Fifth Third Bancorp | 849 | $42.3K | 0.00% | +8+1.0% | Added |
| Nomura Asset Management Co Ltd | 990 | $49.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,101 | $54.0K | 0.03% | −1,200−52.2% | Reduced |
| Headlands Technologies LLC | 1,143 | $57.0K | 0.01% | +1,143 | New |
| Bartlett & Co. Wealth Management LLC | 1,400 | $69.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,455 | $72.5K | 0.00% | −16,477−91.9% | Reduced |
| First Horizon Advisors, Inc. | 1,469 | $73.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,586 | $76.9K | 0.01% | +19+1.2% | Added |
| SYSTM Wealth Solutions LLC | 1,627 | $81.1K | 0.01% | +28+1.8% | Added |
| NBC Securities, Inc. | 1,751 | $87.0K | 0.01% | −1,171−40.1% | Reduced |
| Archer Investment Corp | 1,950 | $97.2K | 0.03% | +100+5.4% | Added |
| Ci Investments Inc. | 2,315 | $115.0K | 0.00% | −4,292−65.0% | Reduced |
| CWM, LLC | 2,544 | $127.0K | 0.00% | −139−5.2% | Reduced |
| Signaturefd, LLC | 2,854 | $142.3K | 0.00% | −112−3.8% | Reduced |
| KBC Group NV | 2,901 | $145.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,910 | $145.1K | 0.00% | +2,910 | New |
| GWM Advisors LLC | 3,070 | $153.0K | 0.00% | −188−5.8% | Reduced |
| Principal Securities, Inc. | 4,018 | $200.3K | 0.01% | +3,388+537.8% | Added |
| DGS Capital Management, LLC | 4,019 | $200.3K | 0.06% | +4,019 | New |
| Encompass More Asset Management | 4,051 | $201.9K | 0.17% | +4,051 | New |
| Ballentine Partners, LLC | 4,071 | $202.9K | 0.00% | +4,071 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,214 | $210.1K | 0.03% | +4,214 | New |
| Magnetar Financial LLC | 4,412 | $219.9K | 0.00% | −77,205−94.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,572 | $227.9K | 0.00% | +4,572 | New |
| Captrust Financial Advisors | 4,668 | $232.7K | 0.00% | −10,347−68.9% | Reduced |
| Wedbush Securities Inc | 4,671 | $233.0K | 0.01% | +4,671 | New |
| Regions Financial Corp | 4,720 | $235.3K | 0.00% | +4,720 | New |
| Vise Technologies, Inc. | 4,740 | $236.3K | 0.05% | +4,740 | New |
| Evergreen Capital Management LLC | 4,751 | $236.8K | 0.01% | +4,751 | New |
| Kingsview Wealth Management, LLC | 4,827 | $240.6K | 0.01% | −33,631−87.4% | Reduced |
| Inspire Advisors, LLC | 4,872 | $242.9K | 0.03% | +4,872 | New |
| Catalyst Funds Management Pty Ltd | 4,900 | $244.3K | 0.07% | +4,900 | New |
| Aaron Wealth Advisors | 5,034 | $250.9K | 0.04% | −241−4.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,076 | $253.0K | 0.00% | −99−1.9% | Reduced |
| Shelton Capital Management | 5,100 | $254.2K | 0.01% | −316−5.8% | Reduced |
| Auxier Asset Management | 5,190 | $258.7K | 0.04% | −50−1.0% | Reduced |
| CoreCommodity Management, LLC | 5,216 | $260.0K | 0.09% | −25,209−82.9% | Reduced |
| Verity Asset Management, Inc. | 5,246 | $261.5K | 0.15% | −1,552−22.8% | Reduced |