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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 1,159,488 | $50.1M | 0.47% | +1,046,872+929.6% | Added |
| Ameriprise Financial Inc | 1,177,079 | $50.9M | 0.01% | +94,737+8.8% | Added |
| Renaissance Technologies LLC | 1,191,500 | $51.5M | 0.09% | −482,500−28.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,200,886 | $51.9M | 0.01% | +18,700+1.6% | Added |
| Frontier Capital Management Co LLC | 1,206,814 | $52.2M | 0.52% | −1,488,882−55.2% | Reduced |
| Northern Trust Corp | 1,309,865 | $56.6M | 0.01% | −34,556−2.6% | Reduced |
| First Trust Advisors LP | 1,330,391 | $57.5M | 0.06% | +87,096+7.0% | Added |
| Bank of New York Mellon Corp | 1,335,624 | $57.7M | 0.01% | +4,611+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,566,857 | $67.7M | 0.04% | −1,194,801−43.3% | Reduced |
| Goldman Sachs Group Inc | 1,645,800 | $71.1M | 0.01% | +82,081+5.2% | Added |
| Westwood Holdings Group Inc. | 1,709,927 | $73.9M | 0.35% | +157,923+10.2% | Added |
| Citadel Advisors LLC | 1,712,755 | $74.0M | 0.07% | +585,776+52.0% | Added |
| River Road Asset Management, LLC | 1,779,904 | $76.9M | 1.10% | +21,150+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 2,168,024 | $93.7M | 0.08% | +241,712+12.5% | Added |
| Macquarie Group Ltd | 2,242,772 | $97.0M | 0.11% | +104,029+4.9% | Added |
| American Century Companies Inc | 2,361,149 | $102.1M | 0.06% | +28,005+1.2% | Added |
| Geode Capital Management, LLC | 2,663,461 | $115.2M | 0.01% | +80,013+3.1% | Added |
| JPMorgan Chase & Co | 4,210,622 | $182.0M | 0.02% | +130,489+3.2% | Added |
| State Street Corp | 6,173,151 | $266.9M | 0.01% | −80,346−1.3% | Reduced |
| Dimensional Fund Advisors LP | 6,341,875 | $274.2M | 0.07% | +384,675+6.5% | Added |
| Vanguard Group Inc | 14,343,467 | $620.1M | 0.01% | +119,112+0.8% | Added |
| BlackRock Inc. | 19,711,629 | $852.1M | 0.02% | −227,815−1.1% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −489,902−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −187,988−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −162,936−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −101,259−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −80,800−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −62,511−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −62,508−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −34,138−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −23,483−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,531−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,952−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −13,871−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −13,871−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −13,069−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,641−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −8,699−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,090−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,076−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −4,827−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,671−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,668−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −4,214−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| KLR Investment Advisors, LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |