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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 5,304 | $264.4K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,411 | $269.7K | 0.01% | +5,411 | New |
| Sequoia Financial Advisors, LLC | 5,480 | $273.2K | 0.00% | −251−4.4% | Reduced |
| GAMMA Investing LLC | 5,568 | $277.6K | 0.06% | +1,343+31.8% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $280.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,889 | $293.6K | 0.04% | +5,889 | New |
| Paloma Partners Management Co | 5,934 | $295.8K | 0.04% | +5,934 | New |
| CIBC Private Wealth Group, LLC | 5,872 | $297.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,090 | $303.6K | 0.01% | −618−9.2% | Reduced |
| QRG Capital Management, Inc. | 6,093 | $303.7K | 0.00% | −243−3.8% | Reduced |
| Neuberger Berman Group LLC | 6,237 | $310.9K | 0.00% | −2,323−27.1% | Reduced |
| Blair William & Co | 6,250 | $311.6K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 6,463 | $322.2K | 0.06% | +26+0.4% | Added |
| KLR Investment Advisors, LLC | 6,596 | $323.4K | 0.23% | −612−8.5% | Reduced |
| Shay Capital LLC | 6,500 | $324.0K | 0.09% | +6,500 | New |
| Capula Management Ltd | 6,599 | $329.0K | 0.01% | +6,599 | New |
| Profund Advisors LLC | 6,664 | $332.2K | 0.01% | −335−4.8% | Reduced |
| Heritage Wealth Management, LLC | 6,702 | $334.1K | 0.17% | −92−1.4% | Reduced |
| Shell Asset Management Co | 7,964 | $344.0K | 0.02% | −803−9.2% | Reduced |
| Xponance, Inc. | 7,086 | $353.2K | 0.00% | −97−1.4% | Reduced |
| Penserra Capital Management LLC | 7,148 | $356.0K | 0.00% | +5,960+501.7% | Added |
| Oxford Asset Management LLP | 7,203 | $359.1K | 0.39% | +7,203 | New |
| Lido Advisors, LLC | 7,292 | $363.5K | 0.00% | +398+5.8% | Added |
| First National Advisers, LLC | 7,346 | $366.2K | 0.08% | +7,346 | New |
| Bayesian Capital Management, LP | 7,373 | $367.5K | 0.04% | +7,373 | New |
| CAPROCK Group, Inc. | 7,429 | $370.3K | 0.02% | −979−11.6% | Reduced |
| Quadrant Capital Group LLC | 7,478 | $372.8K | 0.03% | +696+10.3% | Added |
| Alps Advisors Inc | 7,659 | $381.8K | 0.00% | −230−2.9% | Reduced |
| Meridian Wealth Advisors, LLC | 7,720 | $384.8K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,983 | $398.0K | 0.01% | +125+1.6% | Added |
| CFM Wealth Partners LLC | 8,209 | $409.2K | 0.08% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,469 | $422.2K | 0.04% | −1,408−14.3% | Reduced |
| Capstone Investment Advisors, LLC | 8,593 | $428.4K | 0.01% | +8,593 | New |
| Kapitalo Investimentos Ltda | 8,699 | $433.6K | 0.10% | +4,650+114.8% | Added |
| Los Angeles Capital Management LLC | 8,868 | $442.1K | 0.00% | −27,227−75.4% | Reduced |
| ClearAlpha Technologies LP | 8,876 | $442.5K | 0.19% | +8,876 | New |
| Vident Advisory, LLC | 9,085 | $452.9K | 0.01% | −88−1.0% | Reduced |
| Cim Investment Mangement Inc | 9,388 | $468.0K | 0.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,402 | $469.0K | 0.00% | +209+2.3% | Added |
| Janney Montgomery Scott LLC | 9,434 | $470.0K | 0.00% | +813+9.4% | Added |
| American Trust | 9,436 | $470.4K | 0.04% | −607−6.0% | Reduced |
| HighTower Advisors, LLC | 9,824 | $483.0K | 0.00% | −286−2.8% | Reduced |
| Bailard, Inc. | 9,700 | $483.5K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 9,772 | $487.1K | 0.08% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 9,717 | $492.9K | 0.14% | +9,717 | New |
| Oppenheimer Asset Management Inc. | 10,018 | $499.4K | 0.01% | −1,506−13.1% | Reduced |
| Park Avenue Securities LLC | 10,305 | $514.0K | 0.01% | +4,334+72.6% | Added |
| Stifel Financial Corp | 10,416 | $519.2K | 0.00% | +1,963+23.2% | Added |
| Meritage Portfolio Management | 10,494 | $523.0K | 0.03% | −610−5.5% | Reduced |
| Quadrature Capital Ltd | 10,641 | $530.6K | 0.01% | −3,054−22.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,745 | $535.7K | 0.00% | −162−1.5% | Reduced |
| Man Group plc | 11,041 | $550.4K | 0.00% | −12,780−53.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,046 | $551.0K | 0.06% | +11,046 | New |
| Texas Yale Capital Corp. | 11,169 | $556.8K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,277 | $562.1K | 0.00% | −257−2.2% | Reduced |
| Vestcor Inc | 11,313 | $564.0K | 0.02% | +2,470+27.9% | Added |
| Ameritas Investment Partners, Inc. | 11,564 | $576.5K | 0.02% | −362−3.0% | Reduced |
| Empirical Finance, LLC | 11,713 | $583.9K | 0.04% | 00.0% | Unchanged |
| Capital Counsel LLC | 11,905 | $593.5K | 0.03% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 11,915 | $594.0K | 0.11% | −1,094−8.4% | Reduced |
| Nomura Holdings Inc | 11,930 | $594.7K | 0.00% | +11,930 | New |
| Teza Capital Management LLC | 13,069 | $651.5K | 0.09% | −24,179−64.9% | Reduced |
| Azzad Asset Management Inc | 13,351 | $665.5K | 0.08% | +3,171+31.1% | Added |
| Tocqueville Asset Management L.P. | 13,700 | $682.9K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,871 | $691.5K | 0.05% | −25−0.2% | Reduced |
| First Trust Investment Solutions L.P. | 13,871 | $691.5K | 0.12% | −25−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 14,029 | $699.0K | 0.00% | −2,237−13.8% | Reduced |
| Cornerstone Investment Partners, LLC | 14,056 | $700.7K | 0.03% | +89+0.6% | Added |
| Pictet Asset Management Holding SA | 14,072 | $701.4K | 0.00% | +810+6.1% | Added |
| SG Americas Securities, LLC | 14,243 | $710.0K | 0.00% | +14,243 | New |
| Balyasny Asset Management LLC | 14,258 | $710.8K | 0.00% | −2,397−14.4% | Reduced |
| Martingale Asset Management L P | 14,844 | $740.0K | 0.01% | −3,247−17.9% | Reduced |
| Moody National Bank Trust Division | 15,000 | $747.8K | 0.06% | 00.0% | Unchanged |
| Henshaw Capital LLC | 15,130 | $754.2K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15,172 | $756.0K | 0.00% | −6,439−29.8% | Reduced |
| Pitcairn Co | 15,469 | $771.1K | 0.05% | +2,612+20.3% | Added |
| Jane Street Group, LLC | 15,777 | $786.5K | 0.00% | −30,460−65.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,935 | $794.4K | 0.01% | +15,935 | New |
| Bridgefront Capital, LLC | 15,952 | $795.2K | 0.60% | +10,352+184.9% | Added |
| Diversified Trust Co | 16,436 | $819.3K | 0.02% | +16,436 | New |
| Gotham Asset Management, LLC | 16,634 | $829.2K | 0.01% | +5,244+46.0% | Added |
| Sippican Capital Advisors | 17,025 | $848.7K | 0.66% | −575−3.3% | Reduced |
| CBOE Vest Financial, LLC | 17,889 | $891.8K | 0.02% | +11,575+183.3% | Added |
| Guggenheim Capital LLC | 17,913 | $893.0K | 0.01% | −3,600−16.7% | Reduced |
| Boston Partners | 18,606 | $927.5K | 0.00% | +1,065+6.1% | Added |
| Exchange Traded Concepts, LLC | 18,840 | $939.2K | 0.02% | −1,285−6.4% | Reduced |
| Quantedge Capital Pte Ltd | 19,100 | $952.1K | 0.40% | −54,900−74.2% | Reduced |
| Quantbot Technologies LP | 19,500 | $972.1K | 0.05% | +19,500 | New |
| Mutual of America Capital Management LLC | 19,932 | $993.6K | 0.01% | −426−2.1% | Reduced |
| De Lisle Partners LLP | 20,000 | $996.7K | 0.23% | +20,000 | New |
| Schroder Investment Management Group | 20,068 | $1.00M | 0.00% | +20,068 | New |
| Inceptionr LLC | 20,306 | $1.01M | 0.26% | +20,306 | New |
| Blackstone Group Inc. | 20,371 | $1.02M | 0.00% | 00.0% | Unchanged |
| CX Institutional | 20,459 | $1.02M | 0.05% | +20,459 | New |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.05M | 0.24% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,122 | $1.05M | 0.00% | −3,279−13.4% | Reduced |
| Brevan Howard Capital Management LP | 21,328 | $1.06M | 0.10% | +21,328 | New |
| Qube Research & Technologies Ltd | 21,531 | $1.07M | 0.00% | +21,531 | New |
| Atria Investments LLC | 21,982 | $1.10M | 0.02% | +21,982 | New |
| Cetera Investment Advisers | 22,314 | $1.11M | 0.00% | +22,314 | New |