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, 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 | 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, 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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 4,006 | $173.0K | 0.00% | −676,031−99.4% | Reduced |
| SG Americas Securities, LLC | 4,012 | $173.0K | 0.00% | −10,231−71.8% | Reduced |
| Counterpoint Mutual Funds LLC | 4,630 | $200.2K | 0.05% | +4,630 | New |
| Kestra Private Wealth Services, LLC | 4,701 | $203.2K | 0.00% | +4,701 | New |
| Shelton Capital Management | 4,810 | $207.9K | 0.01% | −290−5.7% | Reduced |
| Petrus Trust Company, LTA | 4,925 | $212.9K | 0.02% | +4,925 | New |
| Walleye Trading LLC | 4,962 | $214.5K | 0.00% | +2,052+70.5% | Added |
| Auxier Asset Management | 4,990 | $215.7K | 0.03% | −200−3.9% | Reduced |
| Occudo Quantitative Strategies LP | 5,013 | $216.7K | 0.04% | +5,013 | New |
| Aaron Wealth Advisors | 5,034 | $217.6K | 0.03% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 5,120 | $221.3K | 0.21% | +5,120 | New |
| Clear Street Markets LLC | 5,200 | $225.0K | 0.09% | +5,198+259,900.0% | Added |
| CoreCommodity Management, LLC | 5,216 | $225.5K | 0.09% | 00.0% | Unchanged |
| American Trust | 5,234 | $226.3K | 0.02% | −4,202−44.5% | Reduced |
| King Luther Capital Management Corp | 5,304 | $229.3K | 0.00% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 5,313 | $229.7K | 0.01% | −82,805−94.0% | Reduced |
| Atomi Financial Group, Inc. | 5,319 | $230.0K | 0.02% | +5,319 | New |
| Evergreen Capital Management LLC | 5,404 | $233.6K | 0.01% | +653+13.7% | Added |
| Metis Global Partners, LLC | 5,411 | $233.9K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,463 | $236.2K | 0.00% | −17−0.3% | Reduced |
| Gibbs Wealth Management | 5,598 | $242.0K | 0.10% | +5,598 | New |
| CIBC Private Wealth Group, LLC | 5,649 | $250.0K | 0.00% | −223−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 5,738 | $250.0K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,791 | $250.3K | 0.07% | +1,772+44.1% | Added |
| Heritage Wealth Management, LLC | 5,876 | $254.0K | 0.14% | −826−12.3% | Reduced |
| Heritage Family Offices, LLP | 5,876 | $254.0K | 0.14% | +5,876 | New |
| Profund Advisors LLC | 6,080 | $262.8K | 0.01% | −584−8.8% | Reduced |
| Capstone Investment Advisors, LLC | 6,121 | $264.6K | 0.01% | −2,472−28.8% | Reduced |
| QRG Capital Management, Inc. | 6,156 | $266.1K | 0.00% | +63+1.0% | Added |
| Oxford Asset Management LLP | 6,334 | $273.8K | 0.27% | −869−12.1% | Reduced |
| GAMMA Investing LLC | 6,557 | $283.5K | 0.04% | +989+17.8% | Added |
| O'Shaughnessy Asset Management, LLC | 6,716 | $290.3K | 0.00% | +2,144+46.9% | Added |
| Systematic Portfolios LLC | 6,803 | $294.1K | 2.05% | +6,803 | New |
| Lido Advisors, LLC | 6,826 | $295.1K | 0.00% | −466−6.4% | Reduced |
| Principal Securities, Inc. | 7,083 | $306.2K | 0.01% | +3,065+76.3% | Added |
| Headlands Technologies LLC | 7,104 | $307.1K | 0.03% | +5,961+521.5% | Added |
| CAPROCK Group, Inc. | 7,329 | $316.8K | 0.01% | −100−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 7,473 | $323.0K | 0.01% | −510−6.4% | Reduced |
| Cim Investment Mangement Inc | 7,581 | $327.7K | 0.10% | −1,807−19.2% | Reduced |
| Alps Advisors Inc | 7,618 | $329.3K | 0.00% | −41−0.5% | Reduced |
| Penserra Capital Management LLC | 7,630 | $330.0K | 0.00% | +482+6.7% | Added |
| ClearAlpha Technologies LP | 7,669 | $331.5K | 0.13% | −1,207−13.6% | Reduced |
| Meridian Wealth Advisors, LLC | 7,720 | $333.7K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 7,805 | $337.0K | 0.00% | +7,805 | New |
| First National Advisers, LLC | 8,078 | $349.2K | 0.06% | +732+10.0% | Added |
| Xponance, Inc. | 8,193 | $354.2K | 0.00% | +1,107+15.6% | Added |
| CFM Wealth Partners LLC | 8,209 | $354.9K | 0.07% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 8,300 | $358.8K | 0.11% | +8,300 | New |
| Quadrant Capital Group LLC | 8,304 | $359.0K | 0.03% | +826+11.0% | Added |
| MML Investors Services, LLC | 8,498 | $367.0K | 0.00% | −904−9.6% | Reduced |
| CWM Advisors, LLC | 9,082 | $392.6K | 0.05% | +613+7.2% | Added |
| Janney Montgomery Scott LLC | 9,142 | $395.0K | 0.00% | −292−3.1% | Reduced |
| Neuberger Berman Group LLC | 9,400 | $406.4K | 0.00% | +3,163+50.7% | Added |
| AdvisorShares Investments LLC | 9,368 | $409.0K | 0.07% | −404−4.1% | Reduced |
| Bailard, Inc. | 9,700 | $419.3K | 0.01% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 10,422 | $450.5K | 0.13% | +705+7.3% | Added |
| Meritage Portfolio Management | 10,488 | $453.0K | 0.03% | −6−0.1% | Reduced |
| Nebula Research & Development LLC | 10,503 | $454.0K | 0.07% | +10,503 | New |
| HighTower Advisors, LLC | 10,680 | $459.0K | 0.00% | +856+8.7% | Added |
| Advantage Alpha Capital Partners LP | 10,748 | $464.6K | 0.10% | −1,167−9.8% | Reduced |
| Tocqueville Asset Management L.P. | 10,770 | $465.6K | 0.01% | −2,930−21.4% | Reduced |
| Seven Eight Capital, LP | 10,991 | $475.1K | 0.05% | +10,991 | New |
| Envestnet Portfolio Solutions, Inc. | 11,045 | $477.5K | 0.00% | +300+2.8% | Added |
| Kestra Advisory Services, LLC | 11,061 | $478.2K | 0.00% | −216−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,139 | $481.5K | 0.00% | −85,803−88.5% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $482.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,210 | $484.6K | 0.02% | −354−3.1% | Reduced |
| Blair William & Co | 11,250 | $486.3K | 0.00% | +5,000+80.0% | Added |
| Vestcor Inc | 11,313 | $489.0K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,518 | $497.9K | 0.00% | −2,740−19.2% | Reduced |
| Algert Global LLC | 11,655 | $503.8K | 0.02% | −205,919−94.6% | Reduced |
| Verition Fund Management LLC | 11,766 | $508.6K | 0.00% | −17,727−60.1% | Reduced |
| Summit Global Investments | 11,780 | $509.0K | 0.03% | +11,780 | New |
| Oppenheimer Asset Management Inc. | 11,902 | $514.5K | 0.01% | +1,884+18.8% | Added |
| Qsemble Capital Management, LP | 12,250 | $529.6K | 0.10% | +12,250 | New |
| Park Avenue Securities LLC | 12,719 | $550.0K | 0.01% | +2,414+23.4% | Added |
| Prelude Capital Management, LLC | 12,841 | $555.1K | 0.05% | +12,841 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,053 | $565.8K | 0.00% | −52,879−80.2% | Reduced |
| Squarepoint Ops LLC | 13,456 | $581.7K | 0.00% | −127,805−90.5% | Reduced |
| Public Employees Retirement Association of Colorado | 14,029 | $606.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 14,022 | $606.2K | 0.03% | −34−0.2% | Reduced |
| Martingale Asset Management L P | 14,050 | $607.4K | 0.01% | −794−5.3% | Reduced |
| Capital Counsel LLC | 14,405 | $622.7K | 0.03% | +2,500+21.0% | Added |
| Trexquant Investment LP | 14,625 | $632.2K | 0.01% | +14,625 | New |
| Pictet Asset Management Holding SA | 14,742 | $637.3K | 0.00% | +670+4.8% | Added |
| Moody National Bank Trust Division | 15,000 | $648.5K | 0.05% | 00.0% | Unchanged |
| Henshaw Capital LLC | 15,327 | $662.6K | 0.03% | +197+1.3% | Added |
| Pitcairn Co | 16,312 | $705.2K | 0.04% | +843+5.4% | Added |
| Vident Advisory, LLC | 16,463 | $711.7K | 0.02% | +7,378+81.2% | Added |
| Nomura Holdings Inc | 16,514 | $713.9K | 0.00% | +4,584+38.4% | Added |
| Sippican Capital Advisors | 16,925 | $731.7K | 0.58% | −100−0.6% | Reduced |
| Gotham Asset Management, LLC | 17,361 | $750.5K | 0.01% | +727+4.4% | Added |
| ProShare Advisors LLC | 17,828 | $770.7K | 0.00% | −5,537−23.7% | Reduced |
| Stifel Financial Corp | 18,037 | $779.8K | 0.00% | +7,621+73.2% | Added |
| Diversified Trust Co | 18,094 | $782.2K | 0.02% | +1,658+10.1% | Added |
| Guggenheim Capital LLC | 18,167 | $785.4K | 0.01% | +254+1.4% | Added |
| RSM US Wealth Management LLC | 18,158 | $792.8K | 0.01% | +18,158 | New |
| Aquatic Capital Management LLC | 18,400 | $795.4K | 0.03% | +18,400 | New |
| Mutual of America Capital Management LLC | 18,908 | $817.4K | 0.01% | −1,024−5.1% | Reduced |
| Wakefield Asset Management LLLP | 19,114 | $826.3K | 0.29% | +19,114 | New |