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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 107,434 | $5.36M | 0.00% | −10.0% | Reduced |
| Jupiter Asset Management Ltd | 112,616 | $5.61M | 0.05% | +112,616 | New |
| Russell Investments Group, Ltd. | 113,492 | $5.66M | 0.01% | −14,186−11.1% | Reduced |
| Rafferty Asset Management, LLC | 115,038 | $5.73M | 0.02% | −83,342−42.0% | Reduced |
| Panagora Asset Management Inc | 115,389 | $5.75M | 0.03% | +87,901+319.8% | Added |
| California State Teachers Retirement System | 117,200 | $5.84M | 0.01% | −7,982−6.4% | Reduced |
| Pearl River Capital, LLC | 121,527 | $6.06M | 0.96% | +57,641+90.2% | Added |
| Credit Suisse AG | 123,984 | $6.18M | 0.01% | −2,014−1.6% | Reduced |
| LSP Investment Advisors, LLC | 133,406 | $6.65M | 3.58% | 00.0% | Unchanged |
| Comerica Bank | 134,613 | $6.71M | 0.03% | −49,857−27.0% | Reduced |
| Royce & Associates LP | 136,166 | $6.79M | 0.06% | +136,166 | New |
| Squarepoint Ops LLC | 141,261 | $7.04M | 0.03% | +141,261 | New |
| Alliancebernstein L.P. | 144,377 | $7.20M | 0.00% | −75,485−34.3% | Reduced |
| First Eagle Investment Management, LLC | 147,703 | $7.36M | 0.02% | +50,700+52.3% | Added |
| Mariner, LLC | 153,164 | $7.64M | 0.02% | +2,538+1.7% | Added |
| RE Advisers Corp | 153,300 | $7.64M | 0.18% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 161,232 | $8.04M | 0.02% | +9,363+6.2% | Added |
| Evoke Wealth, LLC | 162,936 | $8.12M | 0.24% | +162,936 | New |
| Raymond James & Associates | 163,582 | $8.15M | 0.01% | +2,723+1.7% | Added |
| Citigroup Inc | 168,522 | $8.40M | 0.01% | −24,147−12.5% | Reduced |
| Barclays PLC | 169,854 | $8.47M | 0.00% | −106,359−38.5% | Reduced |
| Two Sigma Investments, LP | 176,557 | $8.80M | 0.02% | +101,265+134.5% | Added |
| New York State Teachers Retirement System | 177,696 | $8.86M | 0.02% | −1,000−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 181,733 | $9.06M | 0.19% | +8,653+5.0% | Added |
| SIR Capital Management, L.P. | 187,100 | $9.33M | 0.94% | −480,500−72.0% | Reduced |
| Eagle Asset Management Inc | 184,939 | $9.35M | 0.05% | −1,501−0.8% | Reduced |
| Marshall Wace, LLP | 187,988 | $9.37M | 0.02% | +187,988 | New |
| Franklin Resources Inc | 192,758 | $9.61M | 0.00% | +108,097+127.7% | Added |
| UBS Group AG | 192,916 | $9.62M | 0.00% | +41,780+27.6% | Added |
| Empowered Funds, LLC | 205,193 | $10.2M | 0.18% | +117,430+133.8% | Added |
| Hodges Capital Management Inc. | 211,196 | $10.5M | 0.67% | −346,830−62.2% | Reduced |
| Algert Global LLC | 217,574 | $10.8M | 0.42% | −41,632−16.1% | Reduced |
| California Public Employees Retirement System | 218,001 | $10.9M | 0.01% | −4,673−2.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 218,539 | $10.9M | 1.49% | −7,452−3.3% | Reduced |
| Mackenzie Financial Corp | 225,670 | $11.2M | 0.02% | −50,378−18.2% | Reduced |
| Swiss National Bank | 229,700 | $11.5M | 0.01% | −4,200−1.8% | Reduced |
| Public Sector Pension Investment Board | 237,152 | $11.8M | 0.09% | −4,220−1.7% | Reduced |
| Thrivent Financial for Lutherans | 243,232 | $12.1M | 0.02% | −418−0.2% | Reduced |
| Cambria Investment Management, L.P. | 263,841 | $13.2M | 0.79% | +23,600+9.8% | Added |
| Baird Financial Group, Inc. | 303,071 | $15.1M | 0.03% | +37,569+14.2% | Added |
| Oslo Asset Management AS | 320,108 | $16.0M | 19.34% | −30,000−8.6% | Reduced |
| FMR LLC | 337,915 | $16.8M | 0.00% | −51,262−13.2% | Reduced |
| D. E. Shaw & Co., Inc. | 347,944 | $17.3M | 0.02% | −242,140−41.0% | Reduced |
| Legal & General Group Plc | 381,868 | $19.0M | 0.01% | −672−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 387,642 | $19.3M | 0.14% | +69,711+21.9% | Added |
| Rhumbline Advisers | 407,206 | $20.3M | 0.02% | −8,575−2.1% | Reduced |
| Glenmede Trust Co NA | 418,671 | $20.9M | 0.10% | +29,303+7.5% | Added |
| Prudential Financial Inc | 443,632 | $22.1M | 0.03% | −18,557−4.0% | Reduced |
| Standard Life Aberdeen plc | 455,453 | $22.7M | 0.04% | −10,559−2.3% | Reduced |
| Wellington Management Group LLP | 489,902 | $24.4M | 0.00% | −21,518−4.2% | Reduced |
| Envestnet Asset Management Inc | 490,345 | $24.4M | 0.01% | +94,054+23.7% | Added |
| Allianz Asset Management GmbH | 524,916 | $26.2M | 0.04% | +340,154+184.1% | Added |
| Millennium Management LLC | 557,158 | $27.8M | 0.02% | +62,417+12.6% | Added |
| Wedge Capital Management L L P | 565,836 | $28.2M | 0.46% | −63,791−10.1% | Reduced |
| Tributary Capital Management, LLC | 567,725 | $28.3M | 2.32% | −6,395−1.1% | Reduced |
| Clark Capital Management Group, Inc. | 590,123 | $29.4M | 0.22% | +543,623+1,169.1% | Added |
| Principal Financial Group Inc | 639,680 | $31.9M | 0.02% | +33,214+5.5% | Added |
| Bank of America Corp | 661,232 | $33.0M | 0.00% | +124,935+23.3% | Added |
| GW&K Investment Management, LLC | 680,037 | $33.9M | 0.30% | −5,019−0.7% | Reduced |
| Price T Rowe Associates Inc | 764,118 | $38.1M | 0.00% | +124,450+19.5% | Added |
| Allspring Global Investments Holdings, LLC | 842,960 | $42.0M | 0.07% | +91,507+12.2% | Added |
| Nuveen Asset Management, LLC | 925,679 | $46.1M | 0.01% | +283,236+44.1% | Added |
| Palisade Capital Management LLC | 964,355 | $48.1M | 1.27% | −24,368−2.5% | Reduced |
| Channing Capital Management, LLC | 979,867 | $48.8M | 1.31% | +47,432+5.1% | Added |
| William Blair Investment Management, LLC | 1,008,880 | $50.3M | 0.13% | −1,833−0.2% | Reduced |
| Congress Asset Management Co | 1,021,032 | $50.9M | 0.36% | +143,293+16.3% | Added |
| Ameriprise Financial Inc | 1,082,342 | $54.0M | 0.01% | +57,275+5.6% | Added |
| Invesco Ltd. | 1,107,795 | $55.2M | 0.01% | +602+0.1% | Added |
| Citadel Advisors LLC | 1,126,979 | $56.2M | 0.05% | +1,082,714+2,446.0% | Added |
| Charles Schwab Investment Management Inc | 1,182,186 | $58.9M | 0.01% | −410,917−25.8% | Reduced |
| First Trust Advisors LP | 1,243,295 | $62.0M | 0.06% | +166,064+15.4% | Added |
| Bank of New York Mellon Corp | 1,331,013 | $66.4M | 0.01% | −66,184−4.7% | Reduced |
| Morgan Stanley | 1,339,789 | $66.8M | 0.01% | −156,413−10.5% | Reduced |
| Northern Trust Corp | 1,344,421 | $67.0M | 0.01% | −50,621−3.6% | Reduced |
| Westwood Holdings Group Inc. | 1,552,004 | $77.4M | 0.61% | +258,733+20.0% | Added |
| Goldman Sachs Group Inc | 1,563,719 | $78.0M | 0.02% | +216,778+16.1% | Added |
| Renaissance Technologies LLC | 1,674,000 | $83.4M | 0.13% | −26,500−1.6% | Reduced |
| River Road Asset Management, LLC | 1,758,754 | $87.7M | 1.18% | −80,221−4.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,926,312 | $96.0M | 0.09% | +1,746,714+972.6% | Added |
| Macquarie Group Ltd | 2,138,743 | $106.6M | 0.12% | −84,175−3.8% | Reduced |
| American Century Companies Inc | 2,333,144 | $116.3M | 0.07% | +413,376+21.5% | Added |
| Geode Capital Management, LLC | 2,583,448 | $128.8M | 0.01% | +50,501+2.0% | Added |
| Frontier Capital Management Co LLC | 2,695,696 | $134.4M | 1.26% | −274,776−9.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,761,658 | $137.7M | 0.08% | −215,862−7.2% | Reduced |
| Pacer Advisors, Inc. | 3,731,239 | $186.0M | 0.43% | +3,731,239 | New |
| JPMorgan Chase & Co | 4,080,133 | $203.4M | 0.02% | +443,323+12.2% | Added |
| Dimensional Fund Advisors LP | 5,957,200 | $297.0M | 0.08% | +447,821+8.1% | Added |
| State Street Corp | 6,253,497 | $311.7M | 0.01% | −421,113−6.3% | Reduced |
| Vanguard Group Inc | 14,224,355 | $709.1M | 0.01% | −113,606−0.8% | Reduced |
| BlackRock Inc. | 19,939,444 | $994.0M | 0.02% | −240,388−1.2% | Reduced |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −1,390,797−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −261,803−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −190,498−100.0% | Sold out |
| Silver Point Capital L.P. | 0 | $0 | 0.00% | −182,700−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −137,419−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −115,473−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| Schwerin Boyle Capital Management Inc | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −71,930−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −39,058−100.0% | Sold out |