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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $519 | 0.00% | +12 | New |
| Provenance Wealth Advisors, LLC | 14 | $605 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $675 | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 17 | $735 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $735 | 0.00% | +3+21.4% | Added |
| Gradient Investments LLC | 17 | $735 | 0.00% | +10+142.9% | Added |
| Horizon Investments, LLC | 19 | $818 | 0.00% | +19 | New |
| Innealta Capital, LLC | 21 | $907 | 0.00% | +21 | New |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Financial Connections Group, Inc. | 46 | $1.00K | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 25 | $1.08K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $1.08K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $1.21K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 28 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $1.34K | 0.00% | +31 | New |
| Ronald Blue Trust, Inc. | 29 | $1.45K | 0.00% | +29 | New |
| International Assets Investment Management, LLC | 36 | $1.56K | 0.00% | +36 | New |
| Proequities, Inc. | 42 | $1.81K | 0.00% | +1+2.4% | Added |
| LRI Investments, LLC | 50 | $2.16K | 0.00% | +50 | New |
| Rothschild Investment LLC | 50 | $2.16K | 0.00% | +40+400.0% | Added |
| Jones Financial Companies LLLP | 50 | $2.16K | 0.00% | +50 | New |
| Frazier Financial Advisors, LLC | 51 | $2.21K | 0.00% | +44+628.6% | Added |
| Quent Capital, LLC | 54 | $2.32K | 0.00% | +1+1.9% | Added |
| Group One Trading, L.P. | 54 | $2.33K | 0.00% | +54 | New |
| AdvisorNet Financial, Inc | 58 | $2.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 61 | $2.64K | 0.00% | +61 | New |
| Macroview Investment Management LLC | 66 | $2.85K | 0.00% | −44−40.0% | Reduced |
| Front Row Advisors LLC | 79 | $3.42K | 0.00% | −14−15.1% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $3.46K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 83 | $3.59K | 0.00% | +83 | New |
| Leonteq Securities AG | 85 | $3.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $3.76K | 0.00% | +8+10.1% | Added |
| Bessemer Group Inc | 99 | $4.00K | 0.00% | −110−52.6% | Reduced |
| First Financial Corp | 97 | $4.19K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $4.24K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $4.28K | 0.00% | +99 | New |
| Cape Investment Advisory, Inc. | 101 | $4.37K | 0.00% | +75+288.5% | Added |
| Private Wealth Management Group, LLC | 108 | $4.67K | 0.00% | +48+80.0% | Added |
| Addison Advisors LLC | 108 | $4.67K | 0.00% | +108 | New |
| Bell Investment Advisors, Inc | 109 | $4.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $5.58K | 0.00% | +129 | New |
| Steward Partners Investment Advisory, LLC | 150 | $6.49K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 199 | $8.60K | 0.00% | +199 | New |
| Allworth Financial LP | 196 | $9.14K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 225 | $9.73K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 231 | $9.99K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 263 | $11.4K | 0.00% | −304−53.6% | Reduced |
| Private Trust Co NA | 270 | $11.7K | 0.00% | +20+8.0% | Added |
| Covestor Ltd | 268 | $12.0K | 0.01% | −142−34.6% | Reduced |
| Fortitude Family Office, LLC | 293 | $12.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 302 | $13.1K | 0.00% | +223+282.3% | Added |
| Cypress Capital Management LLC (WY) | 310 | $13.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 321 | $13.9K | 0.00% | +30+10.3% | Added |
| GHP Investment Advisors, Inc. | 329 | $14.2K | 0.00% | +329 | New |
| Larson Financial Group LLC | 336 | $14.5K | 0.00% | +3+0.9% | Added |
| Quarry LP | 349 | $15.1K | 0.01% | +349 | New |
| Rise Advisors, LLC | 356 | $15.4K | 0.01% | +1+0.3% | Added |
| Smithfield Trust Co | 370 | $16.0K | 0.00% | +370 | New |
| Planning Capital Management Corp | 376 | $16.3K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 400 | $17.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 410 | $17.7K | 0.01% | +95+30.2% | Added |
| Parallel Advisors, LLC | 448 | $19.4K | 0.00% | +56+14.3% | Added |
| Register Financial Advisors LLC | 500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $21.6K | 0.00% | +500 | New |
| Plato Investment Management Ltd | 590 | $25.5K | 0.00% | +485+461.9% | Added |
| Coppell Advisory Solutions LLC | 608 | $26.3K | 0.00% | +608 | New |
| Raffa Wealth Management, LLC | 633 | $27.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 634 | $27.4K | 0.00% | −195−23.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 646 | $27.9K | 0.00% | −39−5.7% | Reduced |
| Lindbrook Capital, LLC | 685 | $29.6K | 0.00% | +104+17.9% | Added |
| IFP Advisors, Inc | 751 | $32.5K | 0.00% | +660+725.3% | Added |
| Global Wealth Strategies & Associates | 761 | $32.9K | 0.01% | +2+0.3% | Added |
| Byrne Asset Management LLC | 780 | $33.8K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 791 | $34.3K | 0.01% | +774+4,552.9% | Added |
| Massmutual Trust Co FSB | 872 | $37.7K | 0.00% | +340+63.9% | Added |
| Fifth Third Bancorp | 934 | $40.4K | 0.00% | +85+10.0% | Added |
| Nomura Asset Management Co Ltd | 990 | $42.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,133 | $49.0K | 0.00% | +444+64.4% | Added |
| Mather Group, LLC. | 1,014 | $50.5K | 0.00% | +1,014 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $51.9K | 0.01% | −3,700−75.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $60.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,567 | $67.0K | 0.01% | −184−10.5% | Reduced |
| Farther Finance Advisors, LLC | 1,558 | $68.0K | 0.00% | +1,314+538.5% | Added |
| First Horizon Advisors, Inc. | 1,662 | $71.8K | 0.00% | +193+13.1% | Added |
| EverSource Wealth Advisors, LLC | 1,597 | $73.8K | 0.00% | +11+0.7% | Added |
| Archer Investment Corp | 1,950 | $84.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,973 | $85.3K | 0.00% | −1,097−35.7% | Reduced |
| PEAK6 Investments LLC | 2,176 | $94.1K | 0.00% | +2,176 | New |
| FNY Investment Advisers, LLC | 2,300 | $99.0K | 0.07% | +2,300 | New |
| Cetera Trust Company, N.A | 2,295 | $99.2K | 0.06% | +2,295 | New |
| CWM, LLC | 2,560 | $111.0K | 0.00% | +16+0.6% | Added |
| Signaturefd, LLC | 2,582 | $111.6K | 0.00% | −272−9.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,670 | $115.4K | 0.00% | +2,670 | New |
| KBC Group NV | 2,845 | $123.0K | 0.00% | −56−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,062 | $132.4K | 0.01% | +3,062 | New |
| Ci Investments Inc. | 3,106 | $134.0K | 0.00% | +791+34.2% | Added |
| nVerses Capital, LLC | 3,400 | $147.0K | 0.09% | +3,400 | New |
| Pacer Advisors, Inc. | 3,650 | $157.8K | 0.00% | −3,727,589−99.9% | Reduced |