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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in SM Energy Co as of Jun 30, 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
- 422
- +36 vs. Q1 2024
- Shares held
- 113.8M
- −720.2K (−0.6%) vs. Q1 2024
- Total value
- $4.92B
- −$785.3M (−13.8%) vs. Q1 2024
- New holders
- 75
- 170 more added
- Sold out
- 39
- 126 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 498 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,711,629 | $852.1M | 0.02% | −227,815−1.1% | Reduced |
| Vanguard Group Inc | 14,343,467 | $620.1M | 0.01% | +119,112+0.8% | Added |
| Dimensional Fund Advisors LP | 6,341,875 | $274.2M | 0.07% | +384,675+6.5% | Added |
| State Street Corp | 6,173,151 | $266.9M | 0.01% | −80,346−1.3% | Reduced |
| JPMorgan Chase & Co | 4,210,622 | $182.0M | 0.02% | +130,489+3.2% | Added |
| Geode Capital Management, LLC | 2,663,461 | $115.2M | 0.01% | +80,013+3.1% | Added |
| American Century Companies Inc | 2,361,149 | $102.1M | 0.06% | +28,005+1.2% | Added |
| Macquarie Group Ltd | 2,242,772 | $97.0M | 0.11% | +104,029+4.9% | Added |
| Arrowstreet Capital, Limited Partnership | 2,168,024 | $93.7M | 0.08% | +241,712+12.5% | Added |
| River Road Asset Management, LLC | 1,779,904 | $76.9M | 1.10% | +21,150+1.2% | Added |
| Citadel Advisors LLC | 1,712,755 | $74.0M | 0.07% | +585,776+52.0% | Added |
| Westwood Holdings Group Inc. | 1,709,927 | $73.9M | 0.35% | +157,923+10.2% | Added |
| Goldman Sachs Group Inc | 1,645,800 | $71.1M | 0.01% | +82,081+5.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,566,857 | $67.7M | 0.04% | −1,194,801−43.3% | Reduced |
| Bank of New York Mellon Corp | 1,335,624 | $57.7M | 0.01% | +4,611+0.3% | Added |
| First Trust Advisors LP | 1,330,391 | $57.5M | 0.06% | +87,096+7.0% | Added |
| Northern Trust Corp | 1,309,865 | $56.6M | 0.01% | −34,556−2.6% | Reduced |
| Frontier Capital Management Co LLC | 1,206,814 | $52.2M | 0.52% | −1,488,882−55.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,200,886 | $51.9M | 0.01% | +18,700+1.6% | Added |
| Renaissance Technologies LLC | 1,191,500 | $51.5M | 0.09% | −482,500−28.8% | Reduced |
| Ameriprise Financial Inc | 1,177,079 | $50.9M | 0.01% | +94,737+8.8% | Added |
| Jupiter Asset Management Ltd | 1,159,488 | $50.1M | 0.47% | +1,046,872+929.6% | Added |
| Channing Capital Management, LLC | 1,081,781 | $46.8M | 1.28% | +101,914+10.4% | Added |
| Morgan Stanley | 1,081,082 | $46.7M | 0.00% | −258,707−19.3% | Reduced |
| Congress Asset Management Co | 1,029,626 | $44.5M | 0.32% | +8,594+0.8% | Added |
| William Blair Investment Management, LLC | 1,006,864 | $43.5M | 0.11% | −2,016−0.2% | Reduced |
| Palisade Capital Management LLC | 942,940 | $40.8M | 1.11% | −21,415−2.2% | Reduced |
| Bank of America Corp | 936,783 | $40.5M | 0.00% | +275,551+41.7% | Added |
| Clark Capital Management Group, Inc. | 915,822 | $39.6M | 0.29% | +325,699+55.2% | Added |
| Price T Rowe Associates Inc | 900,999 | $39.0M | 0.00% | +136,881+17.9% | Added |
| Invesco Ltd. | 859,035 | $37.1M | 0.01% | −248,760−22.5% | Reduced |
| Nuveen Asset Management, LLC | 828,752 | $35.8M | 0.01% | −96,927−10.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 684,451 | $29.6M | 0.05% | −158,509−18.8% | Reduced |
| Allianz Asset Management GmbH | 636,488 | $27.5M | 0.04% | +111,572+21.3% | Added |
| Principal Financial Group Inc | 612,800 | $26.5M | 0.02% | −26,880−4.2% | Reduced |
| Millennium Management LLC | 597,544 | $25.8M | 0.02% | +40,386+7.2% | Added |
| Wedge Capital Management L L P | 593,241 | $25.6M | 0.45% | +27,405+4.8% | Added |
| Tributary Capital Management, LLC | 569,348 | $24.6M | 2.04% | +1,623+0.3% | Added |
| Envestnet Asset Management Inc | 566,099 | $24.5M | 0.01% | +75,754+15.4% | Added |
| Jane Street Group, LLC | 555,323 | $24.0M | 0.03% | +539,546+3,419.8% | Added |
| HRT Financial LP | 525,061 | $22.7M | 0.13% | +525,061 | New |
| SIR Capital Management, L.P. | 457,854 | $19.8M | 1.97% | +270,754+144.7% | Added |
| UBS Asset Management Americas Inc | 447,393 | $19.3M | 0.01% | +339,959+316.4% | Added |
| Standard Life Aberdeen plc | 438,127 | $18.9M | 0.04% | −17,326−3.8% | Reduced |
| Glenmede Trust Co NA | 422,097 | $18.2M | 0.09% | +3,426+0.8% | Added |
| Mackenzie Financial Corp | 411,103 | $17.8M | 0.03% | +185,433+82.2% | Added |
| Rhumbline Advisers | 397,950 | $17.2M | 0.02% | −9,256−2.3% | Reduced |
| Federated Hermes, Inc. | 379,660 | $16.4M | 0.04% | +218,428+135.5% | Added |
| Eagle Asset Management Inc | 371,328 | $16.2M | 0.09% | +186,389+100.8% | Added |
| Voloridge Investment Management, LLC | 372,480 | $16.1M | 0.06% | +277,111+290.6% | Added |
| Legal & General Group Plc | 361,988 | $15.6M | 0.00% | −19,880−5.2% | Reduced |
| FMR LLC | 337,147 | $14.6M | 0.00% | −768−0.2% | Reduced |
| Baird Financial Group, Inc. | 332,134 | $14.4M | 0.03% | +29,063+9.6% | Added |
| Weiss Asset Management LP | 326,568 | $14.1M | 0.68% | +326,568 | New |
| Empowered Funds, LLC | 320,637 | $13.9M | 0.24% | +115,444+56.3% | Added |
| Diversify Advisory Services, LLC | 310,558 | $13.5M | 0.74% | +247,331+391.2% | Added |
| SEI Investments Co | 305,496 | $13.2M | 0.02% | +206,905+209.9% | Added |
| Oslo Asset Management AS | 290,108 | $12.5M | 14.50% | −30,000−9.4% | Reduced |
| Citigroup Inc | 273,796 | $11.8M | 0.01% | +105,274+62.5% | Added |
| Tudor Investment Corp Et Al | 267,176 | $11.6M | 0.13% | +267,176 | New |
| Cambria Investment Management, L.P. | 258,612 | $11.2M | 0.68% | −5,229−2.0% | Reduced |
| Public Sector Pension Investment Board | 253,104 | $10.9M | 0.07% | +15,952+6.7% | Added |
| Panagora Asset Management Inc | 252,017 | $10.9M | 0.05% | +136,628+118.4% | Added |
| Thrivent Financial for Lutherans | 232,621 | $10.1M | 0.02% | −10,611−4.4% | Reduced |
| Prudential Financial Inc | 228,397 | $9.87M | 0.01% | −215,235−48.5% | Reduced |
| Swiss National Bank | 227,800 | $9.85M | 0.01% | −1,900−0.8% | Reduced |
| California Public Employees Retirement System | 226,226 | $9.78M | 0.01% | +8,225+3.8% | Added |
| Kennedy Capital Management, Inc. | 214,255 | $9.26M | 0.20% | +32,522+17.9% | Added |
| Royce & Associates LP | 206,726 | $8.94M | 0.08% | +70,560+51.8% | Added |
| Bridgewater Associates, LP | 204,702 | $8.85M | 0.05% | +204,702 | New |
| Cookson Peirce & Co Inc | 202,697 | $8.76M | 0.42% | +202,697 | New |
| LSP Investment Advisors, LLC | 198,246 | $8.57M | 4.87% | +64,840+48.6% | Added |
| Wells Fargo & Company | 194,812 | $8.42M | 0.00% | +87,446+81.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 194,398 | $8.40M | 0.03% | +194,398 | New |
| Franklin Resources Inc | 187,250 | $8.09M | 0.00% | −5,508−2.9% | Reduced |
| First Eagle Investment Management, LLC | 181,003 | $7.82M | 0.02% | +33,300+22.5% | Added |
| New York State Teachers Retirement System | 176,589 | $7.63M | 0.02% | −1,107−0.6% | Reduced |
| Barclays PLC | 169,875 | $7.34M | 0.00% | +210.0% | Added |
| D. E. Shaw & Co., Inc. | 168,099 | $7.27M | 0.01% | −179,845−51.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 166,648 | $7.20M | 0.99% | −51,891−23.7% | Reduced |
| Raymond James & Associates | 159,606 | $6.90M | 0.00% | −3,976−2.4% | Reduced |
| RE Advisers Corp | 153,300 | $6.63M | 0.16% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 151,417 | $6.55M | 0.00% | +7,040+4.9% | Added |
| Peregrine Capital Management LLC | 151,056 | $6.53M | 0.19% | +151,056 | New |
| Hodges Capital Management Inc. | 148,234 | $6.41M | 0.43% | −62,962−29.8% | Reduced |
| Mariner, LLC | 144,130 | $6.23M | 0.01% | −9,034−5.9% | Reduced |
| Fisher Asset Management, LLC | 140,345 | $6.07M | 0.00% | +74,561+113.3% | Added |
| Foundry Partners, LLC | 128,674 | $5.56M | 0.30% | +26,367+25.8% | Added |
| Twinbeech Capital LP | 126,427 | $5.47M | 0.11% | +126,427 | New |
| Rafferty Asset Management, LLC | 124,383 | $5.38M | 0.02% | +9,345+8.1% | Added |
| UBS Group AG | 122,872 | $5.31M | 0.00% | −70,044−36.3% | Reduced |
| Jump Financial, LLC | 122,332 | $5.29M | 0.11% | +79,432+185.2% | Added |
| Two Sigma Advisers, LP | 120,000 | $5.19M | 0.01% | +38,600+47.4% | Added |
| Great West Life Assurance Co | 119,787 | $5.18M | 0.01% | +18,332+18.1% | Added |
| Segall Bryant & Hamill, LLC | 119,590 | $5.17M | 0.09% | +119,590 | New |
| California State Teachers Retirement System | 113,674 | $4.91M | 0.01% | −3,526−3.0% | Reduced |
| Comerica Bank | 109,679 | $4.74M | 0.02% | −24,934−18.5% | Reduced |
| Congress Wealth Management LLC | 108,413 | $4.69M | 0.07% | +3,868+3.7% | Added |
| F/M Investments LLC | 108,154 | $4.68M | 0.17% | +108,154 | New |
| Castellan Group, LLC | 107,501 | $4.65M | 2.21% | +107,501 | New |