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 |
|---|---|---|---|---|---|
| De Lisle Partners LLP | 20,000 | $996.7K | 0.23% | +20,000 | New |
| Mutual of America Capital Management LLC | 19,932 | $993.6K | 0.01% | −426−2.1% | Reduced |
| Quantbot Technologies LP | 19,500 | $972.1K | 0.05% | +19,500 | New |
| Quantedge Capital Pte Ltd | 19,100 | $952.1K | 0.40% | −54,900−74.2% | Reduced |
| Exchange Traded Concepts, LLC | 18,840 | $939.2K | 0.02% | −1,285−6.4% | Reduced |
| Boston Partners | 18,606 | $927.5K | 0.00% | +1,065+6.1% | Added |
| Guggenheim Capital LLC | 17,913 | $893.0K | 0.01% | −3,600−16.7% | Reduced |
| CBOE Vest Financial, LLC | 17,889 | $891.8K | 0.02% | +11,575+183.3% | Added |
| Sippican Capital Advisors | 17,025 | $848.7K | 0.66% | −575−3.3% | Reduced |
| Gotham Asset Management, LLC | 16,634 | $829.2K | 0.01% | +5,244+46.0% | Added |
| Diversified Trust Co | 16,436 | $819.3K | 0.02% | +16,436 | New |
| Bridgefront Capital, LLC | 15,952 | $795.2K | 0.60% | +10,352+184.9% | Added |
| Schonfeld Strategic Advisors LLC | 15,935 | $794.4K | 0.01% | +15,935 | New |
| Jane Street Group, LLC | 15,777 | $786.5K | 0.00% | −30,460−65.9% | Reduced |
| Pitcairn Co | 15,469 | $771.1K | 0.05% | +2,612+20.3% | Added |
| Lazard Asset Management LLC | 15,172 | $756.0K | 0.00% | −6,439−29.8% | Reduced |
| Henshaw Capital LLC | 15,130 | $754.2K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,000 | $747.8K | 0.06% | 00.0% | Unchanged |
| Martingale Asset Management L P | 14,844 | $740.0K | 0.01% | −3,247−17.9% | Reduced |
| Balyasny Asset Management LLC | 14,258 | $710.8K | 0.00% | −2,397−14.4% | Reduced |
| SG Americas Securities, LLC | 14,243 | $710.0K | 0.00% | +14,243 | New |
| Pictet Asset Management Holding SA | 14,072 | $701.4K | 0.00% | +810+6.1% | Added |
| Cornerstone Investment Partners, LLC | 14,056 | $700.7K | 0.03% | +89+0.6% | Added |
| Public Employees Retirement Association of Colorado | 14,029 | $699.0K | 0.00% | −2,237−13.8% | Reduced |
| 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 |
| Tocqueville Asset Management L.P. | 13,700 | $682.9K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 13,351 | $665.5K | 0.08% | +3,171+31.1% | Added |
| Teza Capital Management LLC | 13,069 | $651.5K | 0.09% | −24,179−64.9% | Reduced |
| Nomura Holdings Inc | 11,930 | $594.7K | 0.00% | +11,930 | New |
| Advantage Alpha Capital Partners LP | 11,915 | $594.0K | 0.11% | −1,094−8.4% | Reduced |
| Capital Counsel LLC | 11,905 | $593.5K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 11,713 | $583.9K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,564 | $576.5K | 0.02% | −362−3.0% | Reduced |
| Vestcor Inc | 11,313 | $564.0K | 0.02% | +2,470+27.9% | Added |
| Kestra Advisory Services, LLC | 11,277 | $562.1K | 0.00% | −257−2.2% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $556.8K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,046 | $551.0K | 0.06% | +11,046 | New |
| Man Group plc | 11,041 | $550.4K | 0.00% | −12,780−53.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,745 | $535.7K | 0.00% | −162−1.5% | Reduced |
| Quadrature Capital Ltd | 10,641 | $530.6K | 0.01% | −3,054−22.3% | Reduced |
| Meritage Portfolio Management | 10,494 | $523.0K | 0.03% | −610−5.5% | Reduced |
| Stifel Financial Corp | 10,416 | $519.2K | 0.00% | +1,963+23.2% | Added |
| Park Avenue Securities LLC | 10,305 | $514.0K | 0.01% | +4,334+72.6% | Added |
| Oppenheimer Asset Management Inc. | 10,018 | $499.4K | 0.01% | −1,506−13.1% | Reduced |
| Ellsworth Advisors, LLC | 9,717 | $492.9K | 0.14% | +9,717 | New |
| AdvisorShares Investments LLC | 9,772 | $487.1K | 0.08% | 00.0% | Unchanged |
| Bailard, Inc. | 9,700 | $483.5K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,824 | $483.0K | 0.00% | −286−2.8% | Reduced |
| American Trust | 9,436 | $470.4K | 0.04% | −607−6.0% | Reduced |
| Janney Montgomery Scott LLC | 9,434 | $470.0K | 0.00% | +813+9.4% | Added |
| MML Investors Services, LLC | 9,402 | $469.0K | 0.00% | +209+2.3% | Added |
| Cim Investment Mangement Inc | 9,388 | $468.0K | 0.14% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,085 | $452.9K | 0.01% | −88−1.0% | Reduced |
| ClearAlpha Technologies LP | 8,876 | $442.5K | 0.19% | +8,876 | New |
| Los Angeles Capital Management LLC | 8,868 | $442.1K | 0.00% | −27,227−75.4% | Reduced |
| Kapitalo Investimentos Ltda | 8,699 | $433.6K | 0.10% | +4,650+114.8% | Added |
| Capstone Investment Advisors, LLC | 8,593 | $428.4K | 0.01% | +8,593 | New |
| CWM Advisors, LLC | 8,469 | $422.2K | 0.04% | −1,408−14.3% | Reduced |
| CFM Wealth Partners LLC | 8,209 | $409.2K | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,983 | $398.0K | 0.01% | +125+1.6% | Added |
| Meridian Wealth Advisors, LLC | 7,720 | $384.8K | 0.07% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,659 | $381.8K | 0.00% | −230−2.9% | Reduced |
| Quadrant Capital Group LLC | 7,478 | $372.8K | 0.03% | +696+10.3% | Added |
| CAPROCK Group, Inc. | 7,429 | $370.3K | 0.02% | −979−11.6% | Reduced |
| Bayesian Capital Management, LP | 7,373 | $367.5K | 0.04% | +7,373 | New |
| First National Advisers, LLC | 7,346 | $366.2K | 0.08% | +7,346 | New |
| Lido Advisors, LLC | 7,292 | $363.5K | 0.00% | +398+5.8% | Added |
| Oxford Asset Management LLP | 7,203 | $359.1K | 0.39% | +7,203 | New |
| Penserra Capital Management LLC | 7,148 | $356.0K | 0.00% | +5,960+501.7% | Added |
| Xponance, Inc. | 7,086 | $353.2K | 0.00% | −97−1.4% | Reduced |
| Shell Asset Management Co | 7,964 | $344.0K | 0.02% | −803−9.2% | Reduced |
| Heritage Wealth Management, LLC | 6,702 | $334.1K | 0.17% | −92−1.4% | Reduced |
| Profund Advisors LLC | 6,664 | $332.2K | 0.01% | −335−4.8% | Reduced |
| Capula Management Ltd | 6,599 | $329.0K | 0.01% | +6,599 | New |
| Shay Capital LLC | 6,500 | $324.0K | 0.09% | +6,500 | New |
| KLR Investment Advisors, LLC | 6,596 | $323.4K | 0.23% | −612−8.5% | Reduced |
| Paragon Capital Management Ltd | 6,463 | $322.2K | 0.06% | +26+0.4% | Added |
| Blair William & Co | 6,250 | $311.6K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,237 | $310.9K | 0.00% | −2,323−27.1% | Reduced |
| QRG Capital Management, Inc. | 6,093 | $303.7K | 0.00% | −243−3.8% | Reduced |
| Metropolitan Life Insurance Co | 6,090 | $303.6K | 0.01% | −618−9.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,872 | $297.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,934 | $295.8K | 0.04% | +5,934 | New |
| XTX Topco Ltd | 5,889 | $293.6K | 0.04% | +5,889 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $280.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,568 | $277.6K | 0.06% | +1,343+31.8% | Added |
| Sequoia Financial Advisors, LLC | 5,480 | $273.2K | 0.00% | −251−4.4% | Reduced |
| Metis Global Partners, LLC | 5,411 | $269.7K | 0.01% | +5,411 | New |
| King Luther Capital Management Corp | 5,304 | $264.4K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,246 | $261.5K | 0.15% | −1,552−22.8% | Reduced |
| CoreCommodity Management, LLC | 5,216 | $260.0K | 0.09% | −25,209−82.9% | Reduced |
| Auxier Asset Management | 5,190 | $258.7K | 0.04% | −50−1.0% | Reduced |
| Shelton Capital Management | 5,100 | $254.2K | 0.01% | −316−5.8% | Reduced |
| United Capital Financial Advisers, LLC | 5,076 | $253.0K | 0.00% | −99−1.9% | Reduced |
| Aaron Wealth Advisors | 5,034 | $250.9K | 0.04% | −241−4.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,900 | $244.3K | 0.07% | +4,900 | New |
| Inspire Advisors, LLC | 4,872 | $242.9K | 0.03% | +4,872 | New |
| Kingsview Wealth Management, LLC | 4,827 | $240.6K | 0.01% | −33,631−87.4% | Reduced |
| Evergreen Capital Management LLC | 4,751 | $236.8K | 0.01% | +4,751 | New |