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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 106,442 | $4.60M | 0.06% | +5,751+5.7% | Added |
| Colony Group, LLC | 105,544 | $4.56M | 0.02% | +4,570+4.5% | Added |
| LSV Asset Management | 98,900 | $4.28M | 0.01% | +73,100+283.3% | Added |
| Hillsdale Investment Management Inc. | 96,600 | $4.18M | 0.33% | −4,100−4.1% | Reduced |
| Pearl River Capital, LLC | 95,962 | $4.15M | 0.66% | −25,565−21.0% | Reduced |
| Public Employees Retirement System of Ohio | 95,710 | $4.14M | 0.02% | −520−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 95,244 | $4.12M | 0.06% | +9,346+10.9% | Added |
| Russell Investments Group, Ltd. | 90,153 | $3.90M | 0.01% | −23,339−20.6% | Reduced |
| Two Sigma Investments, LP | 88,649 | $3.83M | 0.01% | −87,908−49.8% | Reduced |
| Schroder Investment Management Group | 87,714 | $3.79M | 0.00% | +67,646+337.1% | Added |
| Dynamic Technology Lab Private Ltd | 87,378 | $3.78M | 0.43% | +76,332+691.0% | Added |
| Nisa Investment Advisors, LLC | 85,126 | $3.68M | 0.02% | −11,287−11.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 81,474 | $3.52M | 0.03% | +65,539+411.3% | Added |
| Voya Investment Management LLC | 79,546 | $3.44M | 0.00% | −793−1.0% | Reduced |
| Victory Capital Management Inc | 78,493 | $3.39M | 0.00% | −22,730−22.5% | Reduced |
| PDT Partners, LLC | 74,628 | $3.23M | 0.31% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 74,323 | $3.21M | 1.52% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 74,300 | $3.21M | 1.16% | +55,200+289.0% | Added |
| Royal Bank of Canada | 73,686 | $3.19M | 0.00% | +15,881+27.5% | Added |
| Jacobs Levy Equity Management, Inc | 71,912 | $3.11M | 0.01% | −6,855−8.7% | Reduced |
| Verdence Capital Advisors LLC | 71,837 | $3.11M | 0.28% | +2,894+4.2% | Added |
| Caxton Associates LP | 70,890 | $3.06M | 0.12% | +28,781+68.3% | Added |
| State of Alaska, Department of Revenue | 67,540 | $2.92M | 0.03% | −2,928−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 66,790 | $2.89M | 0.00% | +625+0.9% | Added |
| Corebridge Financial, Inc. | 66,398 | $2.87M | 0.02% | +66,398 | New |
| Centric Wealth Management | 62,267 | $2.86M | 0.82% | +62,267 | New |
| MetLife Investment Management | 65,999 | $2.85M | 0.02% | +6,826+11.5% | Added |
| 1492 Capital Management LLC | 63,856 | $2.76M | 1.56% | −40,840−39.0% | Reduced |
| State of Tennessee, Treasury Department | 63,724 | $2.75M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 62,842 | $2.72M | 0.00% | +3,544+6.0% | Added |
| Deutsche Bank AG | 62,727 | $2.71M | 0.00% | −6,102−8.9% | Reduced |
| First National Bank of Omaha | 61,270 | $2.65M | 0.17% | −5,189−7.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 60,929 | $2.63M | 0.01% | +35,401+138.7% | Added |
| AQR Capital Management LLC | 60,825 | $2.63M | 0.00% | −3,410−5.3% | Reduced |
| Ethic Inc. | 59,886 | $2.59M | 0.06% | +253+0.4% | Added |
| Connors Investor Services Inc | 59,404 | $2.57M | 0.27% | −2,312−3.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 58,572 | $2.53M | 0.01% | +58,572 | New |
| Louisiana State Employees Retirement System | 57,900 | $2.50M | 0.05% | +600+1.0% | Added |
| Mercer Global Advisors Inc | 57,320 | $2.48M | 0.01% | +613+1.1% | 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 |
| Natixis Advisors, L.P. | 54,712 | $2.37M | 0.01% | +2,214+4.2% | Added |
| Janus Henderson Group PLC | 53,810 | $2.33M | 0.00% | −4,293−7.4% | Reduced |
| Ensign Peak Advisors, Inc | 53,581 | $2.32M | 0.00% | +8,545+19.0% | Added |
| Truist Financial Corp | 53,110 | $2.30M | 0.00% | −8,621−14.0% | Reduced |
| Brevan Howard Capital Management LP | 53,054 | $2.29M | 0.15% | +31,726+148.8% | Added |
| US Bancorp | 52,250 | $2.26M | 0.00% | +91+0.2% | Added |
| Fox Run Management, L.L.C. | 52,156 | $2.25M | 0.42% | +52,156 | New |
| AXA S.A. | 51,300 | $2.22M | 0.01% | −3,400−6.2% | Reduced |
| HSBC Holdings PLC | 50,215 | $2.17M | 0.00% | −33,305−39.9% | Reduced |
| Yousif Capital Management, LLC | 47,355 | $2.05M | 0.02% | −6,254−11.7% | Reduced |
| Creative Planning | 47,000 | $2.03M | 0.00% | +14,848+46.2% | Added |
| Teacher Retirement System of Texas | 46,686 | $2.02M | 0.01% | +14,175+43.6% | Added |
| Insight Wealth Strategies, LLC | 46,499 | $2.01M | 0.29% | +2,840+6.5% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.99M | 0.33% | 00.0% | Unchanged |
| Centiva Capital, LP | 44,968 | $1.94M | 0.09% | +11,498+34.4% | Added |
| Cerity Partners LLC | 43,648 | $1.89M | 0.01% | −24,411−35.9% | Reduced |
| TD Asset Management Inc | 42,300 | $1.83M | 0.00% | −30,848−42.2% | Reduced |
| State of New Jersey Common Pension Fund D | 41,497 | $1.79M | 0.01% | −25,751−38.3% | Reduced |
| Engineers Gate Manager LP | 40,935 | $1.77M | 0.04% | +40,935 | New |
| Maryland State Retirement & Pension System | 40,108 | $1.73M | 0.03% | −1,583−3.8% | Reduced |
| Viking Fund Management LLC | 40,000 | $1.73M | 0.31% | 00.0% | Unchanged |
| De Lisle Partners LLP | 40,000 | $1.73M | 0.38% | +20,000+100.0% | Added |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.72M | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38,898 | $1.68M | 0.16% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 38,433 | $1.66M | 0.01% | +3,819+11.0% | Added |
| Walleye Capital LLC | 37,843 | $1.64M | 0.02% | +37,233+6,103.8% | Added |
| Sanctuary Advisors, LLC | 31,399 | $1.60M | 0.01% | +31,399 | New |
| XTX Topco Ltd | 36,657 | $1.58M | 0.14% | +30,768+522.5% | Added |
| Los Angeles Capital Management LLC | 36,501 | $1.58M | 0.01% | +27,633+311.6% | Added |
| Edgestream Partners, L.P. | 35,736 | $1.54M | 0.07% | −60,012−62.7% | Reduced |
| Waldron Private Wealth LLC | 35,516 | $1.54M | 0.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 35,304 | $1.53M | 0.00% | −15,396−30.4% | Reduced |
| Boston Partners | 35,221 | $1.52M | 0.00% | +16,615+89.3% | Added |
| Amalgamated Bank | 35,180 | $1.52M | 0.01% | −1,419−3.9% | Reduced |
| Bank of Montreal | 30,718 | $1.52M | 0.00% | −47,259−60.6% | Reduced |
| Bayesian Capital Management, LP | 34,673 | $1.50M | 0.17% | +27,300+370.3% | Added |
| State of Wisconsin Investment Board | 34,545 | $1.49M | 0.00% | −1,912−5.2% | Reduced |
| CSS LLC | 34,398 | $1.49M | 0.11% | +2,700+8.5% | Added |
| Advisor Group Holdings, Inc. | 34,328 | $1.48M | 0.00% | +6,796+24.7% | Added |
| State Board of Administration of Florida Retirement System | 34,217 | $1.48M | 0.00% | −7,290−17.6% | Reduced |
| Simplex Trading, LLC | 33,411 | $1.44M | 0.05% | −15,059−31.1% | Reduced |
| Arizona State Retirement System | 32,403 | $1.40M | 0.01% | +437+1.4% | Added |
| Ellevest, Inc. | 31,422 | $1.36M | 0.08% | −313−1.0% | Reduced |
| CI Private Wealth, LLC | 30,819 | $1.33M | 0.00% | −23,300−43.1% | Reduced |
| Inceptionr LLC | 30,143 | $1.30M | 0.37% | +9,837+48.4% | Added |
| Danske Bank A/S | 29,202 | $1.26M | 0.00% | +29,202 | New |
| Ironwood Investment Management LLC | 29,190 | $1.26M | 0.67% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 29,179 | $1.26M | 0.03% | +1,008+3.6% | Added |
| Brandywine Global Investment Management, LLC | 29,083 | $1.26M | 0.01% | −358,559−92.5% | Reduced |
| UniSuper Management Pty Ltd | 28,220 | $1.22M | 0.01% | +700+2.5% | Added |
| 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 |
| Oregon Public Employees Retirement Fund | 27,905 | $1.21M | 0.02% | −3,100−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,435 | $1.19M | 0.00% | +1,910+7.5% | Added |
| Trust Point Inc. | 26,860 | $1.16M | 0.09% | +293+1.1% | Added |
| LPL Financial LLC | 26,712 | $1.15M | 0.00% | +2,855+12.0% | Added |
| JustInvest LLC | 26,418 | $1.14M | 0.02% | −1,273−4.6% | Reduced |
| Westover Capital Advisors, LLC | 26,020 | $1.12M | 0.29% | +26,020 | New |
| Cresset Asset Management, LLC | 25,991 | $1.12M | 0.00% | −1,926−6.9% | Reduced |