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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −35,691−100.0% | Sold out |
| Flat Footed LLC | 0 | $0 | 0.00% | −35,406−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −31,068−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −29,747−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −28,604−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −21,992−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −16,958−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −13,370−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,774−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,188−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,233−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −6,656−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −5,953−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |