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 |
|---|---|---|---|---|---|
| SEI Investments Co | 98,591 | $4.91M | 0.01% | +42,122+74.6% | Added |
| BNP Paribas Arbitrage, SA | 96,942 | $4.83M | 0.01% | −148,330−60.5% | Reduced |
| Nisa Investment Advisors, LLC | 96,413 | $4.81M | 0.03% | −31,522−24.6% | Reduced |
| Public Employees Retirement System of Ohio | 96,230 | $4.80M | 0.02% | −6,741−6.5% | Reduced |
| Edgestream Partners, L.P. | 95,748 | $4.77M | 0.24% | +95,748 | New |
| Voloridge Investment Management, LLC | 95,369 | $4.75M | 0.02% | +47,793+100.5% | Added |
| Miller Howard Investments Inc | 88,118 | $4.39M | 0.14% | +1,004+1.2% | Added |
| Illinois Municipal Retirement Fund | 85,898 | $4.28M | 0.07% | −9,501−10.0% | Reduced |
| HSBC Holdings PLC | 83,520 | $4.16M | 0.00% | +27,153+48.2% | Added |
| Two Sigma Advisers, LP | 81,400 | $4.06M | 0.01% | −7,700−8.6% | Reduced |
| Clark Estates Inc | 80,800 | $4.03M | 0.66% | 00.0% | Unchanged |
| Voya Investment Management LLC | 80,339 | $4.00M | 0.00% | −9,842−10.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 78,767 | $3.93M | 0.02% | −724−0.9% | Reduced |
| Bank of Montreal | 77,977 | $3.83M | 0.00% | +45,135+137.4% | Added |
| PDT Partners, LLC | 74,628 | $3.72M | 0.35% | −19,136−20.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $3.71M | 1.83% | 00.0% | Unchanged |
| TD Asset Management Inc | 73,148 | $3.65M | 0.00% | +1,348+1.9% | Added |
| State of Alaska, Department of Revenue | 70,468 | $3.51M | 0.04% | −1,089−1.5% | Reduced |
| Verdence Capital Advisors LLC | 68,943 | $3.44M | 0.31% | −9,786−12.4% | Reduced |
| Deutsche Bank AG | 68,829 | $3.43M | 0.00% | −117,232−63.0% | Reduced |
| Cerity Partners LLC | 68,059 | $3.39M | 0.01% | +24,609+56.6% | Added |
| State of New Jersey Common Pension Fund D | 67,248 | $3.35M | 0.01% | −5,470−7.5% | Reduced |
| Manufacturers Life Insurance Company, The | 66,165 | $3.30M | 0.00% | +4,482+7.3% | Added |
| Fisher Asset Management, LLC | 65,784 | $3.28M | 0.00% | +65,784 | New |
| AQR Capital Management LLC | 64,235 | $3.20M | 0.01% | −18,078−22.0% | Reduced |
| Diversify Advisory Services, LLC | 63,227 | $3.20M | 0.19% | +63,227 | New |
| State of Tennessee, Treasury Department | 63,724 | $3.18M | 0.01% | −7,635−10.7% | Reduced |
| American International Group, Inc. | 62,511 | $3.12M | 0.01% | −1,752−2.7% | Reduced |
| FORA Capital, LLC | 62,508 | $3.12M | 0.26% | +62,508 | New |
| Truist Financial Corp | 61,731 | $3.08M | 0.00% | +494+0.8% | Added |
| Connors Investor Services Inc | 61,716 | $3.08M | 0.32% | −23,988−28.0% | Reduced |
| Ethic Inc. | 59,633 | $2.97M | 0.08% | −19,420−24.6% | Reduced |
| Susquehanna International Group, LLP | 59,298 | $2.96M | 0.00% | −248,486−80.7% | Reduced |
| MetLife Investment Management | 59,173 | $2.95M | 0.02% | −2,194−3.6% | Reduced |
| Janus Henderson Group PLC | 58,103 | $2.90M | 0.00% | +40.0% | Added |
| Royal Bank of Canada | 57,805 | $2.88M | 0.00% | −14,510−20.1% | Reduced |
| Louisiana State Employees Retirement System | 57,300 | $2.86M | 0.06% | −900−1.5% | Reduced |
| Mercer Global Advisors Inc | 56,707 | $2.83M | 0.01% | −2,446−4.1% | Reduced |
| AXA S.A. | 54,700 | $2.73M | 0.01% | −4,477−7.6% | Reduced |
| CI Private Wealth, LLC | 54,119 | $2.70M | 0.00% | −3,175−5.5% | Reduced |
| Yousif Capital Management, LLC | 53,609 | $2.67M | 0.03% | −5,189−8.8% | Reduced |
| Adams Wealth Management | 52,546 | $2.62M | 0.64% | +11,077+26.7% | Added |
| Natixis Advisors, L.P. | 52,498 | $2.62M | 0.01% | +6,469+14.1% | Added |
| US Bancorp | 52,159 | $2.60M | 0.00% | −492−0.9% | Reduced |
| Assenagon Asset Management S.A. | 50,700 | $2.53M | 0.01% | −158,941−75.8% | Reduced |
| Simplex Trading, LLC | 48,470 | $2.42M | 0.07% | +48,470 | New |
| Sendero Wealth Management, LLC | 46,008 | $2.29M | 0.39% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 45,036 | $2.25M | 0.00% | +326+0.7% | Added |
| Insight Wealth Strategies, LLC | 43,659 | $2.18M | 0.32% | −1,167−2.6% | Reduced |
| Jump Financial, LLC | 42,900 | $2.14M | 0.06% | −34,362−44.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 65,932 | $2.11M | 0.00% | +3,768+6.1% | Added |
| Caxton Associates LP | 42,109 | $2.10M | 0.14% | +31,266+288.4% | Added |
| Maryland State Retirement & Pension System | 41,691 | $2.04M | 0.04% | −582−1.4% | Reduced |
| Viking Fund Management LLC | 40,000 | $1.99M | 0.36% | 00.0% | Unchanged |
| First National Bank of Omaha | 66,459 | $1.99M | 0.14% | +250+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.98M | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38,898 | $1.94M | 0.19% | 00.0% | Unchanged |
| Amalgamated Bank | 36,599 | $1.82M | 0.02% | −7,319−16.7% | Reduced |
| State of Wisconsin Investment Board | 36,457 | $1.82M | 0.00% | +5,864+19.2% | Added |
| Waldron Private Wealth LLC | 35,516 | $1.77M | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 34,614 | $1.73M | 0.01% | −2,418−6.5% | Reduced |
| Toroso Investments, LLC | 34,138 | $1.70M | 0.03% | −2,312−6.3% | Reduced |
| Centiva Capital, LP | 33,470 | $1.67M | 0.09% | +33,470 | New |
| Teacher Retirement System of Texas | 32,511 | $1.62M | 0.01% | −9,561−22.7% | Reduced |
| Creative Planning | 32,152 | $1.60M | 0.00% | +3,319+11.5% | Added |
| Arizona State Retirement System | 31,966 | $1.59M | 0.01% | −1,207−3.6% | Reduced |
| Ellevest, Inc. | 31,735 | $1.58M | 0.10% | −9,787−23.6% | Reduced |
| CSS LLC | 31,698 | $1.58M | 0.13% | −25,302−44.4% | Reduced |
| Oregon Public Employees Retirement Fund | 31,005 | $1.55M | 0.03% | −3,001−8.8% | Reduced |
| 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 |
| Verition Fund Management LLC | 29,493 | $1.47M | 0.01% | +8,100+37.9% | Added |
| Ironwood Investment Management LLC | 29,190 | $1.46M | 0.71% | −2,500−7.9% | Reduced |
| Energy Income Partners, LLC | 28,171 | $1.40M | 0.03% | +6,700+31.2% | Added |
| Cresset Asset Management, LLC | 27,917 | $1.39M | 0.01% | −23,712−45.9% | Reduced |
| Jennison Associates LLC | 27,743 | $1.38M | 0.00% | +27,743 | New |
| JustInvest LLC | 27,691 | $1.38M | 0.03% | +3,760+15.7% | Added |
| Advisor Group Holdings, Inc. | 27,532 | $1.37M | 0.00% | +13,893+101.9% | Added |
| UniSuper Management Pty Ltd | 27,520 | $1.37M | 0.01% | +27,520 | New |
| Trust Point Inc. | 26,567 | $1.32M | 0.10% | +12,527+89.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 25,528 | $1.29M | 0.00% | +6,327+33.0% | Added |
| LSV Asset Management | 25,800 | $1.29M | 0.00% | +3,900+17.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,525 | $1.27M | 0.00% | −946−3.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,986 | $1.25M | 0.01% | −114−0.5% | Reduced |
| LPL Financial LLC | 23,857 | $1.19M | 0.00% | +6,387+36.6% | Added |
| STRS Ohio | 23,600 | $1.18M | 0.00% | −700−2.9% | Reduced |
| Quantitative Investment Management, LLC | 23,483 | $1.17M | 0.07% | −5,711−19.6% | Reduced |
| State Board of Administration of Florida Retirement System | 41,507 | $1.17M | 0.00% | +7,220+21.1% | Added |
| ProShare Advisors LLC | 23,365 | $1.16M | 0.00% | +1,202+5.4% | Added |
| Everence Capital Management Inc | 22,970 | $1.15M | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,314 | $1.11M | 0.00% | +22,314 | New |
| Atria Investments LLC | 21,982 | $1.10M | 0.02% | +21,982 | New |
| Qube Research & Technologies Ltd | 21,531 | $1.07M | 0.00% | +21,531 | New |
| Brevan Howard Capital Management LP | 21,328 | $1.06M | 0.10% | +21,328 | New |
| The PNC Financial Services Group, Inc. | 21,122 | $1.05M | 0.00% | −3,279−13.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.05M | 0.24% | 00.0% | Unchanged |
| CX Institutional | 20,459 | $1.02M | 0.05% | +20,459 | New |
| Blackstone Group Inc. | 20,371 | $1.02M | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 20,306 | $1.01M | 0.26% | +20,306 | New |
| Schroder Investment Management Group | 20,068 | $1.00M | 0.00% | +20,068 | New |