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 |
|---|---|---|---|---|---|
| Caxton Associates LP | 70,890 | $3.06M | 0.12% | +28,781+68.3% | Added |
| Verdence Capital Advisors LLC | 71,837 | $3.11M | 0.28% | +2,894+4.2% | Added |
| Jacobs Levy Equity Management, Inc | 71,912 | $3.11M | 0.01% | −6,855−8.7% | Reduced |
| Royal Bank of Canada | 73,686 | $3.19M | 0.00% | +15,881+27.5% | Added |
| Quantedge Capital Pte Ltd | 74,300 | $3.21M | 1.16% | +55,200+289.0% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $3.21M | 1.52% | 00.0% | Unchanged |
| PDT Partners, LLC | 74,628 | $3.23M | 0.31% | 00.0% | Unchanged |
| Victory Capital Management Inc | 78,493 | $3.39M | 0.00% | −22,730−22.5% | Reduced |
| Voya Investment Management LLC | 79,546 | $3.44M | 0.00% | −793−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 81,474 | $3.52M | 0.03% | +65,539+411.3% | Added |
| Nisa Investment Advisors, LLC | 85,126 | $3.68M | 0.02% | −11,287−11.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 87,378 | $3.78M | 0.43% | +76,332+691.0% | Added |
| Schroder Investment Management Group | 87,714 | $3.79M | 0.00% | +67,646+337.1% | Added |
| Two Sigma Investments, LP | 88,649 | $3.83M | 0.01% | −87,908−49.8% | Reduced |
| Russell Investments Group, Ltd. | 90,153 | $3.90M | 0.01% | −23,339−20.6% | Reduced |
| Illinois Municipal Retirement Fund | 95,244 | $4.12M | 0.06% | +9,346+10.9% | Added |
| Public Employees Retirement System of Ohio | 95,710 | $4.14M | 0.02% | −520−0.5% | Reduced |
| Pearl River Capital, LLC | 95,962 | $4.15M | 0.66% | −25,565−21.0% | Reduced |
| Hillsdale Investment Management Inc. | 96,600 | $4.18M | 0.33% | −4,100−4.1% | Reduced |
| LSV Asset Management | 98,900 | $4.28M | 0.01% | +73,100+283.3% | Added |
| Colony Group, LLC | 105,544 | $4.56M | 0.02% | +4,570+4.5% | Added |
| TownSquare Capital, LLC | 106,442 | $4.60M | 0.06% | +5,751+5.7% | Added |
| Castellan Group, LLC | 107,501 | $4.65M | 2.21% | +107,501 | New |
| F/M Investments LLC | 108,154 | $4.68M | 0.17% | +108,154 | New |
| Congress Wealth Management LLC | 108,413 | $4.69M | 0.07% | +3,868+3.7% | Added |
| Comerica Bank | 109,679 | $4.74M | 0.02% | −24,934−18.5% | Reduced |
| California State Teachers Retirement System | 113,674 | $4.91M | 0.01% | −3,526−3.0% | Reduced |
| Segall Bryant & Hamill, LLC | 119,590 | $5.17M | 0.09% | +119,590 | New |
| Great West Life Assurance Co | 119,787 | $5.18M | 0.01% | +18,332+18.1% | Added |
| Two Sigma Advisers, LP | 120,000 | $5.19M | 0.01% | +38,600+47.4% | Added |
| Jump Financial, LLC | 122,332 | $5.29M | 0.11% | +79,432+185.2% | Added |
| UBS Group AG | 122,872 | $5.31M | 0.00% | −70,044−36.3% | Reduced |
| Rafferty Asset Management, LLC | 124,383 | $5.38M | 0.02% | +9,345+8.1% | Added |
| Twinbeech Capital LP | 126,427 | $5.47M | 0.11% | +126,427 | New |
| Foundry Partners, LLC | 128,674 | $5.56M | 0.30% | +26,367+25.8% | Added |
| Fisher Asset Management, LLC | 140,345 | $6.07M | 0.00% | +74,561+113.3% | Added |
| Mariner, LLC | 144,130 | $6.23M | 0.01% | −9,034−5.9% | Reduced |
| Hodges Capital Management Inc. | 148,234 | $6.41M | 0.43% | −62,962−29.8% | Reduced |
| Peregrine Capital Management LLC | 151,056 | $6.53M | 0.19% | +151,056 | New |
| Alliancebernstein L.P. | 151,417 | $6.55M | 0.00% | +7,040+4.9% | Added |
| RE Advisers Corp | 153,300 | $6.63M | 0.16% | 00.0% | Unchanged |
| Raymond James & Associates | 159,606 | $6.90M | 0.00% | −3,976−2.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 166,648 | $7.20M | 0.99% | −51,891−23.7% | Reduced |
| D. E. Shaw & Co., Inc. | 168,099 | $7.27M | 0.01% | −179,845−51.7% | Reduced |
| Barclays PLC | 169,875 | $7.34M | 0.00% | +210.0% | Added |
| New York State Teachers Retirement System | 176,589 | $7.63M | 0.02% | −1,107−0.6% | Reduced |
| First Eagle Investment Management, LLC | 181,003 | $7.82M | 0.02% | +33,300+22.5% | Added |
| Franklin Resources Inc | 187,250 | $8.09M | 0.00% | −5,508−2.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 194,398 | $8.40M | 0.03% | +194,398 | New |
| Wells Fargo & Company | 194,812 | $8.42M | 0.00% | +87,446+81.4% | Added |
| LSP Investment Advisors, LLC | 198,246 | $8.57M | 4.87% | +64,840+48.6% | Added |
| Cookson Peirce & Co Inc | 202,697 | $8.76M | 0.42% | +202,697 | New |
| Bridgewater Associates, LP | 204,702 | $8.85M | 0.05% | +204,702 | New |
| Royce & Associates LP | 206,726 | $8.94M | 0.08% | +70,560+51.8% | Added |
| Kennedy Capital Management, Inc. | 214,255 | $9.26M | 0.20% | +32,522+17.9% | Added |
| California Public Employees Retirement System | 226,226 | $9.78M | 0.01% | +8,225+3.8% | Added |
| Swiss National Bank | 227,800 | $9.85M | 0.01% | −1,900−0.8% | Reduced |
| Prudential Financial Inc | 228,397 | $9.87M | 0.01% | −215,235−48.5% | Reduced |
| Thrivent Financial for Lutherans | 232,621 | $10.1M | 0.02% | −10,611−4.4% | Reduced |
| Panagora Asset Management Inc | 252,017 | $10.9M | 0.05% | +136,628+118.4% | Added |
| Public Sector Pension Investment Board | 253,104 | $10.9M | 0.07% | +15,952+6.7% | Added |
| Cambria Investment Management, L.P. | 258,612 | $11.2M | 0.68% | −5,229−2.0% | Reduced |
| Tudor Investment Corp Et Al | 267,176 | $11.6M | 0.13% | +267,176 | New |
| Citigroup Inc | 273,796 | $11.8M | 0.01% | +105,274+62.5% | Added |
| Oslo Asset Management AS | 290,108 | $12.5M | 14.50% | −30,000−9.4% | Reduced |
| SEI Investments Co | 305,496 | $13.2M | 0.02% | +206,905+209.9% | Added |
| Diversify Advisory Services, LLC | 310,558 | $13.5M | 0.74% | +247,331+391.2% | Added |
| Empowered Funds, LLC | 320,637 | $13.9M | 0.24% | +115,444+56.3% | Added |
| Weiss Asset Management LP | 326,568 | $14.1M | 0.68% | +326,568 | New |
| Baird Financial Group, Inc. | 332,134 | $14.4M | 0.03% | +29,063+9.6% | Added |
| FMR LLC | 337,147 | $14.6M | 0.00% | −768−0.2% | Reduced |
| Legal & General Group Plc | 361,988 | $15.6M | 0.00% | −19,880−5.2% | Reduced |
| Voloridge Investment Management, LLC | 372,480 | $16.1M | 0.06% | +277,111+290.6% | Added |
| Eagle Asset Management Inc | 371,328 | $16.2M | 0.09% | +186,389+100.8% | Added |
| Federated Hermes, Inc. | 379,660 | $16.4M | 0.04% | +218,428+135.5% | Added |
| Rhumbline Advisers | 397,950 | $17.2M | 0.02% | −9,256−2.3% | Reduced |
| Mackenzie Financial Corp | 411,103 | $17.8M | 0.03% | +185,433+82.2% | Added |
| Glenmede Trust Co NA | 422,097 | $18.2M | 0.09% | +3,426+0.8% | Added |
| Standard Life Aberdeen plc | 438,127 | $18.9M | 0.04% | −17,326−3.8% | Reduced |
| UBS Asset Management Americas Inc | 447,393 | $19.3M | 0.01% | +339,959+316.4% | Added |
| SIR Capital Management, L.P. | 457,854 | $19.8M | 1.97% | +270,754+144.7% | Added |
| HRT Financial LP | 525,061 | $22.7M | 0.13% | +525,061 | New |
| Jane Street Group, LLC | 555,323 | $24.0M | 0.03% | +539,546+3,419.8% | Added |
| Envestnet Asset Management Inc | 566,099 | $24.5M | 0.01% | +75,754+15.4% | Added |
| Tributary Capital Management, LLC | 569,348 | $24.6M | 2.04% | +1,623+0.3% | Added |
| Wedge Capital Management L L P | 593,241 | $25.6M | 0.45% | +27,405+4.8% | Added |
| Millennium Management LLC | 597,544 | $25.8M | 0.02% | +40,386+7.2% | Added |
| Principal Financial Group Inc | 612,800 | $26.5M | 0.02% | −26,880−4.2% | Reduced |
| Allianz Asset Management GmbH | 636,488 | $27.5M | 0.04% | +111,572+21.3% | Added |
| Allspring Global Investments Holdings, LLC | 684,451 | $29.6M | 0.05% | −158,509−18.8% | Reduced |
| Nuveen Asset Management, LLC | 828,752 | $35.8M | 0.01% | −96,927−10.5% | Reduced |
| Invesco Ltd. | 859,035 | $37.1M | 0.01% | −248,760−22.5% | Reduced |
| Price T Rowe Associates Inc | 900,999 | $39.0M | 0.00% | +136,881+17.9% | Added |
| Clark Capital Management Group, Inc. | 915,822 | $39.6M | 0.29% | +325,699+55.2% | Added |
| Bank of America Corp | 936,783 | $40.5M | 0.00% | +275,551+41.7% | Added |
| Palisade Capital Management LLC | 942,940 | $40.8M | 1.11% | −21,415−2.2% | Reduced |
| William Blair Investment Management, LLC | 1,006,864 | $43.5M | 0.11% | −2,016−0.2% | Reduced |
| Congress Asset Management Co | 1,029,626 | $44.5M | 0.32% | +8,594+0.8% | Added |
| Morgan Stanley | 1,081,082 | $46.7M | 0.00% | −258,707−19.3% | Reduced |
| Channing Capital Management, LLC | 1,081,781 | $46.8M | 1.28% | +101,914+10.4% | Added |