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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 4,740 | $236.3K | 0.05% | +4,740 | New |
| Regions Financial Corp | 4,720 | $235.3K | 0.00% | +4,720 | New |
| Wedbush Securities Inc | 4,671 | $233.0K | 0.01% | +4,671 | New |
| Captrust Financial Advisors | 4,668 | $232.7K | 0.00% | −10,347−68.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,572 | $227.9K | 0.00% | +4,572 | New |
| Magnetar Financial LLC | 4,412 | $219.9K | 0.00% | −77,205−94.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,214 | $210.1K | 0.03% | +4,214 | New |
| Ballentine Partners, LLC | 4,071 | $202.9K | 0.00% | +4,071 | New |
| Encompass More Asset Management | 4,051 | $201.9K | 0.17% | +4,051 | New |
| DGS Capital Management, LLC | 4,019 | $200.3K | 0.06% | +4,019 | New |
| Principal Securities, Inc. | 4,018 | $200.3K | 0.01% | +3,388+537.8% | Added |
| GWM Advisors LLC | 3,070 | $153.0K | 0.00% | −188−5.8% | Reduced |
| Walleye Trading LLC | 2,910 | $145.1K | 0.00% | +2,910 | New |
| KBC Group NV | 2,901 | $145.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,854 | $142.3K | 0.00% | −112−3.8% | Reduced |
| CWM, LLC | 2,544 | $127.0K | 0.00% | −139−5.2% | Reduced |
| Ci Investments Inc. | 2,315 | $115.0K | 0.00% | −4,292−65.0% | Reduced |
| Archer Investment Corp | 1,950 | $97.2K | 0.03% | +100+5.4% | Added |
| NBC Securities, Inc. | 1,751 | $87.0K | 0.01% | −1,171−40.1% | Reduced |
| SYSTM Wealth Solutions LLC | 1,627 | $81.1K | 0.01% | +28+1.8% | Added |
| EverSource Wealth Advisors, LLC | 1,586 | $76.9K | 0.01% | +19+1.2% | Added |
| First Horizon Advisors, Inc. | 1,469 | $73.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,455 | $72.5K | 0.00% | −16,477−91.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $69.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,143 | $57.0K | 0.01% | +1,143 | New |
| Cutler Group LP | 1,101 | $54.0K | 0.03% | −1,200−52.2% | Reduced |
| Nomura Asset Management Co Ltd | 990 | $49.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 849 | $42.3K | 0.00% | +8+1.0% | Added |
| Umb Bank N A | 829 | $41.3K | 0.00% | +332+66.8% | Added |
| Byrne Asset Management LLC | 780 | $38.9K | 0.03% | +80+11.4% | Added |
| Global Wealth Strategies & Associates | 759 | $37.8K | 0.01% | +4+0.5% | Added |
| Global Retirement Partners, LLC | 689 | $34.3K | 0.00% | +599+665.6% | Added |
| Northwestern Mutual Wealth Management Co | 685 | $34.1K | 0.00% | +85+14.2% | Added |
| Raffa Wealth Management, LLC | 633 | $31.6K | 0.01% | +633 | New |
| Walleye Capital LLC | 610 | $30.4K | 0.00% | +610 | New |
| Lindbrook Capital, LLC | 581 | $29.0K | 0.00% | +206+54.9% | Added |
| Hexagon Capital Partners LLC | 567 | $28.3K | 0.01% | +474+509.7% | Added |
| Massmutual Trust Co FSB | 532 | $26.5K | 0.00% | +176+49.4% | Added |
| Register Financial Advisors LLC | 500 | $24.9K | 0.01% | +500 | New |
| Covestor Ltd | 410 | $20.0K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 400 | $19.9K | 0.01% | +400 | New |
| Parallel Advisors, LLC | 392 | $19.5K | 0.00% | −889−69.4% | Reduced |
| Planning Capital Management Corp | 376 | $18.7K | 0.01% | −23−5.8% | Reduced |
| Rise Advisors, LLC | 355 | $17.7K | 0.01% | +355 | New |
| Larson Financial Group LLC | 333 | $16.6K | 0.00% | −347−51.0% | Reduced |
| Richardson Financial Services Inc. | 315 | $15.7K | 0.01% | +184+140.5% | Added |
| Cypress Capital Management LLC (WY) | 310 | $15.5K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 293 | $14.6K | 0.01% | −124−29.7% | Reduced |
| Huntington National Bank | 291 | $14.5K | 0.00% | −66−18.5% | Reduced |
| Private Trust Co NA | 250 | $12.5K | 0.00% | −24−8.8% | Reduced |
| Farther Finance Advisors, LLC | 244 | $12.3K | 0.00% | −9−3.6% | Reduced |
| LGT Financial Advisors LLC | 231 | $11.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 225 | $11.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 209 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 196 | $9.77K | 0.00% | −48−19.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $7.48K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 110 | $5.48K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 109 | $5.43K | 0.00% | +14+14.7% | Added |
| Plato Investment Management Ltd | 105 | $5.23K | 0.00% | +24+29.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $4.88K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 97 | $4.83K | 0.00% | +97 | New |
| Front Row Advisors LLC | 93 | $4.64K | 0.00% | +93 | New |
| IFP Advisors, Inc | 91 | $4.54K | 0.00% | −91−50.0% | Reduced |
| Leonteq Securities AG | 85 | $4.24K | 0.00% | −114−57.3% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $3.99K | 0.00% | −7−8.0% | Reduced |
| JFS Wealth Advisors, LLC | 79 | $3.94K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 79 | $3.94K | 0.00% | +79 | New |
| Private Wealth Management Group, LLC | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $2.89K | 0.00% | −35−37.6% | Reduced |
| Quent Capital, LLC | 53 | $2.66K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $2.54K | 0.00% | −51−50.0% | Reduced |
| Proequities, Inc. | 41 | $2.04K | 0.00% | −5−10.9% | Reduced |
| Avion Wealth | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $1.30K | 0.00% | −54−67.5% | Reduced |
| SJS Investment Consulting Inc. | 25 | $1.25K | 0.00% | −3−10.7% | Reduced |
| RFP Financial Group LLC | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $897 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $848 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $833 | 0.00% | +11+183.3% | Added |
| Abound Wealth Management | 14 | $698 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $698 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $499 | 0.00% | +10 | New |
| Quest Partners LLC | 9 | $449 | 0.00% | +9 | New |
| Transcendent Capital Group LLC | 9 | $449 | 0.00% | +9 | New |
| Gradient Investments LLC | 7 | $349 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $349 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 5 | $249 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $100 | 0.00% | +2 | New |
| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| 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 |