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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.

Q2 2024 vs. Q1 2024

How the institutions holding SM Energy Co changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SM: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders3904422+36
Shares114.7M139.6K113.8M−720.2K (−0.6%)
Value$5.71B$6.90M$4.92B−$785.3M (−13.8%)

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held SM Energy Co at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to SM in Q2 2024
InstitutionSharesValue% of portfolio
HRT Financial LP525,061$22.7M0.13%
Weiss Asset Management LP326,568$14.1M0.68%
Tudor Investment Corp Et Al267,176$11.6M0.13%
Bridgewater Associates, LP204,702$8.85M0.05%
Cookson Peirce & Co Inc202,697$8.76M0.42%
Grantham, Mayo, Van Otterloo & Co. LLC194,398$8.40M0.03%
Peregrine Capital Management LLC151,056$6.53M0.19%
Twinbeech Capital LP126,427$5.47M0.11%
Segall Bryant & Hamill, LLC119,590$5.17M0.09%
F/M Investments LLC108,154$4.68M0.17%
Castellan Group, LLC107,501$4.65M2.21%
Corebridge Financial, Inc.66,398$2.87M0.02%
Centric Wealth Management62,267$2.86M0.82%
Mirae Asset Global ETFs Holdings Ltd.58,572$2.53M0.01%
CacheTech Inc.55,767$2.41M0.56%
Fox Run Management, L.L.C.52,156$2.25M0.42%
Engineers Gate Manager LP40,935$1.77M0.04%
Sanctuary Advisors, LLC31,399$1.60M0.01%
Danske Bank A/S29,202$1.26M0.00%
Westover Capital Advisors, LLC26,020$1.12M0.29%
Virtu Financial LLC25,746$1.11M0.08%
Intech Investment Management LLC21,411$925.6K0.01%
Jackson Creek Investment Advisors LLC20,797$899.0K0.33%
Scientech Research LLC20,638$892.2K0.18%
Wakefield Asset Management LLLP19,114$826.3K0.29%
Aquatic Capital Management LLC18,400$795.4K0.03%
RSM US Wealth Management LLC18,158$792.8K0.01%
Trexquant Investment LP14,625$632.2K0.01%
Prelude Capital Management, LLC12,841$555.1K0.05%
Qsemble Capital Management, LP12,250$529.6K0.10%
Summit Global Investments11,780$509.0K0.03%
Seven Eight Capital, LP10,991$475.1K0.05%
Nebula Research & Development LLC10,503$454.0K0.07%
Nine Masts Capital Ltd8,300$358.8K0.11%
Cambridge Investment Research Advisors, Inc.7,805$337.0K0.00%
Systematic Portfolios LLC6,803$294.1K2.05%
Heritage Family Offices, LLP5,876$254.0K0.14%
Gibbs Wealth Management5,598$242.0K0.10%
Atomi Financial Group, Inc.5,319$230.0K0.02%
Ground Swell Capital, LLC5,120$221.3K0.21%
Occudo Quantitative Strategies LP5,013$216.7K0.04%
Petrus Trust Company, LTA4,925$212.9K0.02%
Kestra Private Wealth Services, LLC4,701$203.2K0.00%
Counterpoint Mutual Funds LLC4,630$200.2K0.05%
nVerses Capital, LLC3,400$147.0K0.09%
Ashton Thomas Private Wealth, LLC3,062$132.4K0.01%
Stonehage Fleming Financial Services Holdings Ltd2,670$115.4K0.00%
Cetera Trust Company, N.A2,295$99.2K0.06%
FNY Investment Advisers, LLC2,300$99.0K0.07%
PEAK6 Investments LLC2,176$94.1K0.00%
Mather Group, LLC.1,014$50.5K0.00%
Coppell Advisory Solutions LLC608$26.3K0.00%
Washington Trust Co500$21.6K0.00%
Smithfield Trust Co370$16.0K0.00%
Quarry LP349$15.1K0.01%
GHP Investment Advisors, Inc.329$14.2K0.00%
Opal Wealth Advisors, LLC199$8.60K0.00%
Versant Capital Management, Inc129$5.58K0.00%
Addison Advisors LLC108$4.67K0.00%
SRS Capital Advisors, Inc.99$4.28K0.00%
Assetmark, Inc83$3.59K0.00%
Stephens Consulting, LLC61$2.64K0.00%
Group One Trading, L.P.54$2.33K0.00%
Jones Financial Companies LLLP50$2.16K0.00%
LRI Investments, LLC50$2.16K0.00%
International Assets Investment Management, LLC36$1.56K0.00%
Ronald Blue Trust, Inc.29$1.45K0.00%
Financial Network Wealth Advisors LLC31$1.34K0.00%
CVA Family Office, LLC28$1.21K0.00%
Cohen & Steers, Inc.29$1.00K0.00%
Financial Connections Group, Inc.46$1.00K0.00%
Innealta Capital, LLC21$9070.00%
Horizon Investments, LLC19$8180.00%
Sachetta, LLC15$6750.00%
Johnson Financial Group, Inc.12$5190.00%

Sold out (39)

Institutions that held SM Energy Co at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SM in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Wellington Management Group LLP489,902$24.4M
Marshall Wace, LLP187,988$9.37M
Evoke Wealth, LLC162,936$8.12M
Texas Permanent School Fund101,259$5.05M
Clark Estates Inc80,800$4.03M
American International Group, Inc.62,511$3.12M
FORA Capital, LLC62,508$3.12M
Toroso Investments, LLC34,138$1.70M
Quantitative Investment Management, LLC23,483$1.17M
Qube Research & Technologies Ltd21,531$1.07M
Quantbot Technologies LP19,500$972.1K
Bridgefront Capital, LLC15,952$795.2K
Mount Yale Investment Advisors, LLC13,871$691.5K
First Trust Investment Solutions L.P.13,871$691.5K
Teza Capital Management LLC13,069$651.5K
Quadrature Capital Ltd10,641$530.6K
Kapitalo Investimentos Ltda8,699$433.6K
Capula Management Ltd6,599$329.0K
Shay Capital LLC6,500$324.0K
Paragon Capital Management Ltd6,463$322.2K
Metropolitan Life Insurance Co6,090$303.6K
Paloma Partners Management Co5,934$295.8K
Verity Asset Management, Inc.5,246$261.5K
United Capital Financial Advisers, LLC5,076$253.0K
Inspire Advisors, LLC4,872$242.9K
Kingsview Wealth Management, LLC4,827$240.6K
Vise Technologies, Inc.4,740$236.3K
Regions Financial Corp4,720$235.3K
Wedbush Securities Inc4,671$233.0K
Captrust Financial Advisors4,668$232.7K
Magnetar Financial LLC4,412$219.9K
Pinnacle Wealth Planning Services, Inc.4,214$210.1K
Ballentine Partners, LLC4,071$202.9K
Encompass More Asset Management4,051$201.9K
SYSTM Wealth Solutions LLC1,627$81.1K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC51$2.54K
Quest Partners LLC9$449
Transcendent Capital Group LLC9$449
Tfo-TDC, LLC5$249

Not filed for Q2 2024 yet (4)

Institutions that held SM Energy Co at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG123,984$6.18M
Shell Asset Management Co7,964$344.0K
KLR Investment Advisors, LLC6,596$323.4K
Cutler Group LP1,101$54.0K