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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 19,191 | $829.6K | 0.00% | −1,931−9.1% | Reduced |
| Exchange Traded Concepts, LLC | 20,016 | $865.3K | 0.02% | +1,176+6.2% | Added |
| Scientech Research LLC | 20,638 | $892.2K | 0.18% | +20,638 | New |
| Jackson Creek Investment Advisors LLC | 20,797 | $899.0K | 0.33% | +20,797 | New |
| Hussman Strategic Advisors, Inc. | 21,000 | $907.8K | 0.25% | 00.0% | Unchanged |
| Intech Investment Management LLC | 21,411 | $925.6K | 0.01% | +21,411 | New |
| CX Institutional | 21,615 | $934.4K | 0.04% | +1,156+5.7% | Added |
| ClariVest Asset Management LLC | 21,765 | $940.9K | 0.10% | +21,747+120,816.7% | Added |
| STRS Ohio | 21,800 | $942.4K | 0.00% | −1,800−7.6% | Reduced |
| Atria Investments LLC | 21,955 | $949.1K | 0.01% | −27−0.1% | Reduced |
| Lazard Asset Management LLC | 22,808 | $985.0K | 0.00% | +7,636+50.3% | Added |
| CBOE Vest Financial, LLC | 22,839 | $987.3K | 0.02% | +4,950+27.7% | Added |
| Azzad Asset Management Inc | 23,427 | $1.01M | 0.12% | +10,076+75.5% | Added |
| Cetera Investment Advisers | 24,032 | $1.04M | 0.00% | +1,718+7.7% | Added |
| Empirical Finance, LLC | 24,039 | $1.04M | 0.06% | +12,326+105.2% | Added |
| Man Group plc | 24,432 | $1.06M | 0.00% | +13,391+121.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,788 | $1.07M | 0.01% | −198−0.8% | Reduced |
| Blackstone Group Inc. | 25,371 | $1.10M | 0.00% | +5,000+24.5% | Added |
| Jennison Associates LLC | 25,627 | $1.11M | 0.00% | −2,116−7.6% | Reduced |
| Virtu Financial LLC | 25,746 | $1.11M | 0.08% | +25,746 | New |
| Everence Capital Management Inc | 22,970 | $1.11M | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25,977 | $1.12M | 0.02% | +24,522+1,685.4% | Added |
| Cresset Asset Management, LLC | 25,991 | $1.12M | 0.00% | −1,926−6.9% | Reduced |
| Westover Capital Advisors, LLC | 26,020 | $1.12M | 0.29% | +26,020 | New |
| JustInvest LLC | 26,418 | $1.14M | 0.02% | −1,273−4.6% | Reduced |
| LPL Financial LLC | 26,712 | $1.15M | 0.00% | +2,855+12.0% | Added |
| Trust Point Inc. | 26,860 | $1.16M | 0.09% | +293+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,435 | $1.19M | 0.00% | +1,910+7.5% | Added |
| Oregon Public Employees Retirement Fund | 27,905 | $1.21M | 0.02% | −3,100−10.0% | Reduced |
| Brinker Capital Investments, LLC | 28,202 | $1.22M | 0.01% | −2,516−8.2% | Reduced |
| Orion Portfolio Solutions, LLC | 28,202 | $1.22M | 0.01% | −2,516−8.2% | Reduced |
| UniSuper Management Pty Ltd | 28,220 | $1.22M | 0.01% | +700+2.5% | Added |
| Brandywine Global Investment Management, LLC | 29,083 | $1.26M | 0.01% | −358,559−92.5% | Reduced |
| Energy Income Partners, LLC | 29,179 | $1.26M | 0.03% | +1,008+3.6% | Added |
| Ironwood Investment Management LLC | 29,190 | $1.26M | 0.67% | 00.0% | Unchanged |
| Danske Bank A/S | 29,202 | $1.26M | 0.00% | +29,202 | New |
| Inceptionr LLC | 30,143 | $1.30M | 0.37% | +9,837+48.4% | Added |
| CI Private Wealth, LLC | 30,819 | $1.33M | 0.00% | −23,300−43.1% | Reduced |
| Ellevest, Inc. | 31,422 | $1.36M | 0.08% | −313−1.0% | Reduced |
| Arizona State Retirement System | 32,403 | $1.40M | 0.01% | +437+1.4% | Added |
| Simplex Trading, LLC | 33,411 | $1.44M | 0.05% | −15,059−31.1% | Reduced |
| State Board of Administration of Florida Retirement System | 34,217 | $1.48M | 0.00% | −7,290−17.6% | Reduced |
| Advisor Group Holdings, Inc. | 34,328 | $1.48M | 0.00% | +6,796+24.7% | Added |
| CSS LLC | 34,398 | $1.49M | 0.11% | +2,700+8.5% | Added |
| State of Wisconsin Investment Board | 34,545 | $1.49M | 0.00% | −1,912−5.2% | Reduced |
| Bayesian Capital Management, LP | 34,673 | $1.50M | 0.17% | +27,300+370.3% | Added |
| Bank of Montreal | 30,718 | $1.52M | 0.00% | −47,259−60.6% | Reduced |
| Amalgamated Bank | 35,180 | $1.52M | 0.01% | −1,419−3.9% | Reduced |
| Boston Partners | 35,221 | $1.52M | 0.00% | +16,615+89.3% | Added |
| Assenagon Asset Management S.A. | 35,304 | $1.53M | 0.00% | −15,396−30.4% | Reduced |
| Waldron Private Wealth LLC | 35,516 | $1.54M | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 35,736 | $1.54M | 0.07% | −60,012−62.7% | Reduced |
| Los Angeles Capital Management LLC | 36,501 | $1.58M | 0.01% | +27,633+311.6% | Added |
| XTX Topco Ltd | 36,657 | $1.58M | 0.14% | +30,768+522.5% | Added |
| Sanctuary Advisors, LLC | 31,399 | $1.60M | 0.01% | +31,399 | New |
| Walleye Capital LLC | 37,843 | $1.64M | 0.02% | +37,233+6,103.8% | Added |
| Pathstone Holdings, LLC | 38,433 | $1.66M | 0.01% | +3,819+11.0% | Added |
| TCI Wealth Advisors, Inc. | 38,898 | $1.68M | 0.16% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.72M | 0.02% | 00.0% | Unchanged |
| De Lisle Partners LLP | 40,000 | $1.73M | 0.38% | +20,000+100.0% | Added |
| Viking Fund Management LLC | 40,000 | $1.73M | 0.31% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 40,108 | $1.73M | 0.03% | −1,583−3.8% | Reduced |
| Engineers Gate Manager LP | 40,935 | $1.77M | 0.04% | +40,935 | New |
| State of New Jersey Common Pension Fund D | 41,497 | $1.79M | 0.01% | −25,751−38.3% | Reduced |
| TD Asset Management Inc | 42,300 | $1.83M | 0.00% | −30,848−42.2% | Reduced |
| Cerity Partners LLC | 43,648 | $1.89M | 0.01% | −24,411−35.9% | Reduced |
| Centiva Capital, LP | 44,968 | $1.94M | 0.09% | +11,498+34.4% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.99M | 0.33% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 46,499 | $2.01M | 0.29% | +2,840+6.5% | Added |
| Teacher Retirement System of Texas | 46,686 | $2.02M | 0.01% | +14,175+43.6% | Added |
| Creative Planning | 47,000 | $2.03M | 0.00% | +14,848+46.2% | Added |
| Yousif Capital Management, LLC | 47,355 | $2.05M | 0.02% | −6,254−11.7% | Reduced |
| HSBC Holdings PLC | 50,215 | $2.17M | 0.00% | −33,305−39.9% | Reduced |
| AXA S.A. | 51,300 | $2.22M | 0.01% | −3,400−6.2% | Reduced |
| Fox Run Management, L.L.C. | 52,156 | $2.25M | 0.42% | +52,156 | New |
| US Bancorp | 52,250 | $2.26M | 0.00% | +91+0.2% | Added |
| Brevan Howard Capital Management LP | 53,054 | $2.29M | 0.15% | +31,726+148.8% | Added |
| Truist Financial Corp | 53,110 | $2.30M | 0.00% | −8,621−14.0% | Reduced |
| Ensign Peak Advisors, Inc | 53,581 | $2.32M | 0.00% | +8,545+19.0% | Added |
| Janus Henderson Group PLC | 53,810 | $2.33M | 0.00% | −4,293−7.4% | Reduced |
| Natixis Advisors, L.P. | 54,712 | $2.37M | 0.01% | +2,214+4.2% | Added |
| Adams Wealth Management | 55,767 | $2.41M | 0.56% | +3,221+6.1% | Added |
| CacheTech Inc. | 55,767 | $2.41M | 0.56% | +55,767 | New |
| Mercer Global Advisors Inc | 57,320 | $2.48M | 0.01% | +613+1.1% | Added |
| Louisiana State Employees Retirement System | 57,900 | $2.50M | 0.05% | +600+1.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 58,572 | $2.53M | 0.01% | +58,572 | New |
| Connors Investor Services Inc | 59,404 | $2.57M | 0.27% | −2,312−3.7% | Reduced |
| Ethic Inc. | 59,886 | $2.59M | 0.06% | +253+0.4% | Added |
| AQR Capital Management LLC | 60,825 | $2.63M | 0.00% | −3,410−5.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 60,929 | $2.63M | 0.01% | +35,401+138.7% | Added |
| First National Bank of Omaha | 61,270 | $2.65M | 0.17% | −5,189−7.8% | Reduced |
| Deutsche Bank AG | 62,727 | $2.71M | 0.00% | −6,102−8.9% | Reduced |
| Susquehanna International Group, LLP | 62,842 | $2.72M | 0.00% | +3,544+6.0% | Added |
| State of Tennessee, Treasury Department | 63,724 | $2.75M | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 63,856 | $2.76M | 1.56% | −40,840−39.0% | Reduced |
| MetLife Investment Management | 65,999 | $2.85M | 0.02% | +6,826+11.5% | Added |
| Centric Wealth Management | 62,267 | $2.86M | 0.82% | +62,267 | New |
| Corebridge Financial, Inc. | 66,398 | $2.87M | 0.02% | +66,398 | New |
| Manufacturers Life Insurance Company, The | 66,790 | $2.89M | 0.00% | +625+0.9% | Added |
| State of Alaska, Department of Revenue | 67,540 | $2.92M | 0.03% | −2,928−4.2% | Reduced |