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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 22,970 | $1.15M | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 23,365 | $1.16M | 0.00% | +1,202+5.4% | Added |
| State Board of Administration of Florida Retirement System | 41,507 | $1.17M | 0.00% | +7,220+21.1% | Added |
| Quantitative Investment Management, LLC | 23,483 | $1.17M | 0.07% | −5,711−19.6% | Reduced |
| STRS Ohio | 23,600 | $1.18M | 0.00% | −700−2.9% | Reduced |
| LPL Financial LLC | 23,857 | $1.19M | 0.00% | +6,387+36.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,986 | $1.25M | 0.01% | −114−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,525 | $1.27M | 0.00% | −946−3.6% | Reduced |
| LSV Asset Management | 25,800 | $1.29M | 0.00% | +3,900+17.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 25,528 | $1.29M | 0.00% | +6,327+33.0% | Added |
| Trust Point Inc. | 26,567 | $1.32M | 0.10% | +12,527+89.2% | Added |
| UniSuper Management Pty Ltd | 27,520 | $1.37M | 0.01% | +27,520 | New |
| Advisor Group Holdings, Inc. | 27,532 | $1.37M | 0.00% | +13,893+101.9% | Added |
| JustInvest LLC | 27,691 | $1.38M | 0.03% | +3,760+15.7% | Added |
| Jennison Associates LLC | 27,743 | $1.38M | 0.00% | +27,743 | New |
| Cresset Asset Management, LLC | 27,917 | $1.39M | 0.01% | −23,712−45.9% | Reduced |
| Energy Income Partners, LLC | 28,171 | $1.40M | 0.03% | +6,700+31.2% | Added |
| Ironwood Investment Management LLC | 29,190 | $1.46M | 0.71% | −2,500−7.9% | Reduced |
| Verition Fund Management LLC | 29,493 | $1.47M | 0.01% | +8,100+37.9% | Added |
| Brinker Capital Investments, LLC | 30,718 | $1.53M | 0.02% | −7,125−18.8% | Reduced |
| Orion Portfolio Solutions, LLC | 30,718 | $1.53M | 0.02% | −7,125−18.8% | Reduced |
| Oregon Public Employees Retirement Fund | 31,005 | $1.55M | 0.03% | −3,001−8.8% | Reduced |
| CSS LLC | 31,698 | $1.58M | 0.13% | −25,302−44.4% | Reduced |
| Ellevest, Inc. | 31,735 | $1.58M | 0.10% | −9,787−23.6% | Reduced |
| Arizona State Retirement System | 31,966 | $1.59M | 0.01% | −1,207−3.6% | Reduced |
| Creative Planning | 32,152 | $1.60M | 0.00% | +3,319+11.5% | Added |
| Teacher Retirement System of Texas | 32,511 | $1.62M | 0.01% | −9,561−22.7% | Reduced |
| Centiva Capital, LP | 33,470 | $1.67M | 0.09% | +33,470 | New |
| Toroso Investments, LLC | 34,138 | $1.70M | 0.03% | −2,312−6.3% | Reduced |
| Pathstone Holdings, LLC | 34,614 | $1.73M | 0.01% | −2,418−6.5% | Reduced |
| Waldron Private Wealth LLC | 35,516 | $1.77M | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 36,457 | $1.82M | 0.00% | +5,864+19.2% | Added |
| Amalgamated Bank | 36,599 | $1.82M | 0.02% | −7,319−16.7% | Reduced |
| TCI Wealth Advisors, Inc. | 38,898 | $1.94M | 0.19% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.98M | 0.02% | 00.0% | Unchanged |
| First National Bank of Omaha | 66,459 | $1.99M | 0.14% | +250+0.4% | Added |
| Viking Fund Management LLC | 40,000 | $1.99M | 0.36% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 41,691 | $2.04M | 0.04% | −582−1.4% | Reduced |
| Caxton Associates LP | 42,109 | $2.10M | 0.14% | +31,266+288.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 65,932 | $2.11M | 0.00% | +3,768+6.1% | Added |
| Jump Financial, LLC | 42,900 | $2.14M | 0.06% | −34,362−44.5% | Reduced |
| Insight Wealth Strategies, LLC | 43,659 | $2.18M | 0.32% | −1,167−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 45,036 | $2.25M | 0.00% | +326+0.7% | Added |
| Sendero Wealth Management, LLC | 46,008 | $2.29M | 0.39% | 00.0% | Unchanged |
| Simplex Trading, LLC | 48,470 | $2.42M | 0.07% | +48,470 | New |
| Assenagon Asset Management S.A. | 50,700 | $2.53M | 0.01% | −158,941−75.8% | Reduced |
| US Bancorp | 52,159 | $2.60M | 0.00% | −492−0.9% | Reduced |
| Natixis Advisors, L.P. | 52,498 | $2.62M | 0.01% | +6,469+14.1% | Added |
| Adams Wealth Management | 52,546 | $2.62M | 0.64% | +11,077+26.7% | Added |
| Yousif Capital Management, LLC | 53,609 | $2.67M | 0.03% | −5,189−8.8% | Reduced |
| CI Private Wealth, LLC | 54,119 | $2.70M | 0.00% | −3,175−5.5% | Reduced |
| AXA S.A. | 54,700 | $2.73M | 0.01% | −4,477−7.6% | Reduced |
| Mercer Global Advisors Inc | 56,707 | $2.83M | 0.01% | −2,446−4.1% | Reduced |
| Louisiana State Employees Retirement System | 57,300 | $2.86M | 0.06% | −900−1.5% | Reduced |
| Royal Bank of Canada | 57,805 | $2.88M | 0.00% | −14,510−20.1% | Reduced |
| Janus Henderson Group PLC | 58,103 | $2.90M | 0.00% | +40.0% | Added |
| MetLife Investment Management | 59,173 | $2.95M | 0.02% | −2,194−3.6% | Reduced |
| Susquehanna International Group, LLP | 59,298 | $2.96M | 0.00% | −248,486−80.7% | Reduced |
| Ethic Inc. | 59,633 | $2.97M | 0.08% | −19,420−24.6% | Reduced |
| Connors Investor Services Inc | 61,716 | $3.08M | 0.32% | −23,988−28.0% | Reduced |
| Truist Financial Corp | 61,731 | $3.08M | 0.00% | +494+0.8% | Added |
| FORA Capital, LLC | 62,508 | $3.12M | 0.26% | +62,508 | New |
| American International Group, Inc. | 62,511 | $3.12M | 0.01% | −1,752−2.7% | Reduced |
| State of Tennessee, Treasury Department | 63,724 | $3.18M | 0.01% | −7,635−10.7% | Reduced |
| Diversify Advisory Services, LLC | 63,227 | $3.20M | 0.19% | +63,227 | New |
| AQR Capital Management LLC | 64,235 | $3.20M | 0.01% | −18,078−22.0% | Reduced |
| Fisher Asset Management, LLC | 65,784 | $3.28M | 0.00% | +65,784 | New |
| Manufacturers Life Insurance Company, The | 66,165 | $3.30M | 0.00% | +4,482+7.3% | Added |
| State of New Jersey Common Pension Fund D | 67,248 | $3.35M | 0.01% | −5,470−7.5% | Reduced |
| Cerity Partners LLC | 68,059 | $3.39M | 0.01% | +24,609+56.6% | Added |
| Deutsche Bank AG | 68,829 | $3.43M | 0.00% | −117,232−63.0% | Reduced |
| Verdence Capital Advisors LLC | 68,943 | $3.44M | 0.31% | −9,786−12.4% | Reduced |
| State of Alaska, Department of Revenue | 70,468 | $3.51M | 0.04% | −1,089−1.5% | Reduced |
| TD Asset Management Inc | 73,148 | $3.65M | 0.00% | +1,348+1.9% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $3.71M | 1.83% | 00.0% | Unchanged |
| PDT Partners, LLC | 74,628 | $3.72M | 0.35% | −19,136−20.4% | Reduced |
| Bank of Montreal | 77,977 | $3.83M | 0.00% | +45,135+137.4% | Added |
| Jacobs Levy Equity Management, Inc | 78,767 | $3.93M | 0.02% | −724−0.9% | Reduced |
| Voya Investment Management LLC | 80,339 | $4.00M | 0.00% | −9,842−10.9% | Reduced |
| Clark Estates Inc | 80,800 | $4.03M | 0.66% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 81,400 | $4.06M | 0.01% | −7,700−8.6% | Reduced |
| HSBC Holdings PLC | 83,520 | $4.16M | 0.00% | +27,153+48.2% | Added |
| Illinois Municipal Retirement Fund | 85,898 | $4.28M | 0.07% | −9,501−10.0% | Reduced |
| Miller Howard Investments Inc | 88,118 | $4.39M | 0.14% | +1,004+1.2% | Added |
| Voloridge Investment Management, LLC | 95,369 | $4.75M | 0.02% | +47,793+100.5% | Added |
| Edgestream Partners, L.P. | 95,748 | $4.77M | 0.24% | +95,748 | New |
| Public Employees Retirement System of Ohio | 96,230 | $4.80M | 0.02% | −6,741−6.5% | Reduced |
| Nisa Investment Advisors, LLC | 96,413 | $4.81M | 0.03% | −31,522−24.6% | Reduced |
| BNP Paribas Arbitrage, SA | 96,942 | $4.83M | 0.01% | −148,330−60.5% | Reduced |
| SEI Investments Co | 98,591 | $4.91M | 0.01% | +42,122+74.6% | Added |
| TownSquare Capital, LLC | 100,691 | $5.02M | 0.07% | +10,745+11.9% | Added |
| Hillsdale Investment Management Inc. | 100,700 | $5.02M | 0.40% | +100,700 | New |
| Colony Group, LLC | 100,974 | $5.03M | 0.04% | +11,120+12.4% | Added |
| Victory Capital Management Inc | 101,223 | $5.05M | 0.00% | +1,889+1.9% | Added |
| Texas Permanent School Fund | 101,259 | $5.05M | 0.04% | −1,323−1.3% | Reduced |
| Great West Life Assurance Co | 101,455 | $5.06M | 0.01% | +3,152+3.2% | Added |
| Foundry Partners, LLC | 102,307 | $5.10M | 0.27% | +96,727+1,733.5% | Added |
| Congress Wealth Management LLC | 104,545 | $5.21M | 0.09% | +23,438+28.9% | Added |
| 1492 Capital Management LLC | 104,696 | $5.22M | 2.91% | −591−0.6% | Reduced |
| Wells Fargo & Company | 107,366 | $5.35M | 0.00% | +906+0.9% | Added |