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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 25,977 | $1.12M | 0.02% | +24,522+1,685.4% | Added |
| Everence Capital Management Inc | 22,970 | $1.11M | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,746 | $1.11M | 0.08% | +25,746 | New |
| Jennison Associates LLC | 25,627 | $1.11M | 0.00% | −2,116−7.6% | Reduced |
| Blackstone Group Inc. | 25,371 | $1.10M | 0.00% | +5,000+24.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,788 | $1.07M | 0.01% | −198−0.8% | Reduced |
| Man Group plc | 24,432 | $1.06M | 0.00% | +13,391+121.3% | Added |
| Empirical Finance, LLC | 24,039 | $1.04M | 0.06% | +12,326+105.2% | Added |
| Cetera Investment Advisers | 24,032 | $1.04M | 0.00% | +1,718+7.7% | Added |
| Azzad Asset Management Inc | 23,427 | $1.01M | 0.12% | +10,076+75.5% | Added |
| CBOE Vest Financial, LLC | 22,839 | $987.3K | 0.02% | +4,950+27.7% | Added |
| Lazard Asset Management LLC | 22,808 | $985.0K | 0.00% | +7,636+50.3% | Added |
| Atria Investments LLC | 21,955 | $949.1K | 0.01% | −27−0.1% | Reduced |
| STRS Ohio | 21,800 | $942.4K | 0.00% | −1,800−7.6% | Reduced |
| ClariVest Asset Management LLC | 21,765 | $940.9K | 0.10% | +21,747+120,816.7% | Added |
| CX Institutional | 21,615 | $934.4K | 0.04% | +1,156+5.7% | Added |
| Intech Investment Management LLC | 21,411 | $925.6K | 0.01% | +21,411 | New |
| Hussman Strategic Advisors, Inc. | 21,000 | $907.8K | 0.25% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,797 | $899.0K | 0.33% | +20,797 | New |
| Scientech Research LLC | 20,638 | $892.2K | 0.18% | +20,638 | New |
| Exchange Traded Concepts, LLC | 20,016 | $865.3K | 0.02% | +1,176+6.2% | Added |
| The PNC Financial Services Group, Inc. | 19,191 | $829.6K | 0.00% | −1,931−9.1% | Reduced |
| Wakefield Asset Management LLLP | 19,114 | $826.3K | 0.29% | +19,114 | New |
| Mutual of America Capital Management LLC | 18,908 | $817.4K | 0.01% | −1,024−5.1% | Reduced |
| Aquatic Capital Management LLC | 18,400 | $795.4K | 0.03% | +18,400 | New |
| RSM US Wealth Management LLC | 18,158 | $792.8K | 0.01% | +18,158 | New |
| Guggenheim Capital LLC | 18,167 | $785.4K | 0.01% | +254+1.4% | Added |
| Diversified Trust Co | 18,094 | $782.2K | 0.02% | +1,658+10.1% | Added |
| Stifel Financial Corp | 18,037 | $779.8K | 0.00% | +7,621+73.2% | Added |
| ProShare Advisors LLC | 17,828 | $770.7K | 0.00% | −5,537−23.7% | Reduced |
| Gotham Asset Management, LLC | 17,361 | $750.5K | 0.01% | +727+4.4% | Added |
| Sippican Capital Advisors | 16,925 | $731.7K | 0.58% | −100−0.6% | Reduced |
| Nomura Holdings Inc | 16,514 | $713.9K | 0.00% | +4,584+38.4% | Added |
| Vident Advisory, LLC | 16,463 | $711.7K | 0.02% | +7,378+81.2% | Added |
| Pitcairn Co | 16,312 | $705.2K | 0.04% | +843+5.4% | Added |
| Henshaw Capital LLC | 15,327 | $662.6K | 0.03% | +197+1.3% | Added |
| Moody National Bank Trust Division | 15,000 | $648.5K | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 14,742 | $637.3K | 0.00% | +670+4.8% | Added |
| Trexquant Investment LP | 14,625 | $632.2K | 0.01% | +14,625 | New |
| Capital Counsel LLC | 14,405 | $622.7K | 0.03% | +2,500+21.0% | Added |
| Martingale Asset Management L P | 14,050 | $607.4K | 0.01% | −794−5.3% | Reduced |
| Cornerstone Investment Partners, LLC | 14,022 | $606.2K | 0.03% | −34−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 14,029 | $606.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,456 | $581.7K | 0.00% | −127,805−90.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,053 | $565.8K | 0.00% | −52,879−80.2% | Reduced |
| Prelude Capital Management, LLC | 12,841 | $555.1K | 0.05% | +12,841 | New |
| Park Avenue Securities LLC | 12,719 | $550.0K | 0.01% | +2,414+23.4% | Added |
| Qsemble Capital Management, LP | 12,250 | $529.6K | 0.10% | +12,250 | New |
| Oppenheimer Asset Management Inc. | 11,902 | $514.5K | 0.01% | +1,884+18.8% | Added |
| Summit Global Investments | 11,780 | $509.0K | 0.03% | +11,780 | New |
| Verition Fund Management LLC | 11,766 | $508.6K | 0.00% | −17,727−60.1% | Reduced |
| Algert Global LLC | 11,655 | $503.8K | 0.02% | −205,919−94.6% | Reduced |
| Balyasny Asset Management LLC | 11,518 | $497.9K | 0.00% | −2,740−19.2% | Reduced |
| Vestcor Inc | 11,313 | $489.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 11,250 | $486.3K | 0.00% | +5,000+80.0% | Added |
| Ameritas Investment Partners, Inc. | 11,210 | $484.6K | 0.02% | −354−3.1% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $482.8K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,139 | $481.5K | 0.00% | −85,803−88.5% | Reduced |
| Kestra Advisory Services, LLC | 11,061 | $478.2K | 0.00% | −216−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,045 | $477.5K | 0.00% | +300+2.8% | Added |
| Seven Eight Capital, LP | 10,991 | $475.1K | 0.05% | +10,991 | New |
| Tocqueville Asset Management L.P. | 10,770 | $465.6K | 0.01% | −2,930−21.4% | Reduced |
| Advantage Alpha Capital Partners LP | 10,748 | $464.6K | 0.10% | −1,167−9.8% | Reduced |
| HighTower Advisors, LLC | 10,680 | $459.0K | 0.00% | +856+8.7% | Added |
| Nebula Research & Development LLC | 10,503 | $454.0K | 0.07% | +10,503 | New |
| Meritage Portfolio Management | 10,488 | $453.0K | 0.03% | −6−0.1% | Reduced |
| Ellsworth Advisors, LLC | 10,422 | $450.5K | 0.13% | +705+7.3% | Added |
| Bailard, Inc. | 9,700 | $419.3K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 9,368 | $409.0K | 0.07% | −404−4.1% | Reduced |
| Neuberger Berman Group LLC | 9,400 | $406.4K | 0.00% | +3,163+50.7% | Added |
| Janney Montgomery Scott LLC | 9,142 | $395.0K | 0.00% | −292−3.1% | Reduced |
| CWM Advisors, LLC | 9,082 | $392.6K | 0.05% | +613+7.2% | Added |
| MML Investors Services, LLC | 8,498 | $367.0K | 0.00% | −904−9.6% | Reduced |
| Quadrant Capital Group LLC | 8,304 | $359.0K | 0.03% | +826+11.0% | Added |
| Nine Masts Capital Ltd | 8,300 | $358.8K | 0.11% | +8,300 | New |
| CFM Wealth Partners LLC | 8,209 | $354.9K | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 8,193 | $354.2K | 0.00% | +1,107+15.6% | Added |
| First National Advisers, LLC | 8,078 | $349.2K | 0.06% | +732+10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,805 | $337.0K | 0.00% | +7,805 | New |
| Meridian Wealth Advisors, LLC | 7,720 | $333.7K | 0.06% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 7,669 | $331.5K | 0.13% | −1,207−13.6% | Reduced |
| Penserra Capital Management LLC | 7,630 | $330.0K | 0.00% | +482+6.7% | Added |
| Alps Advisors Inc | 7,618 | $329.3K | 0.00% | −41−0.5% | Reduced |
| Cim Investment Mangement Inc | 7,581 | $327.7K | 0.10% | −1,807−19.2% | Reduced |
| Crossmark Global Holdings, Inc. | 7,473 | $323.0K | 0.01% | −510−6.4% | Reduced |
| CAPROCK Group, Inc. | 7,329 | $316.8K | 0.01% | −100−1.3% | Reduced |
| Headlands Technologies LLC | 7,104 | $307.1K | 0.03% | +5,961+521.5% | Added |
| Principal Securities, Inc. | 7,083 | $306.2K | 0.01% | +3,065+76.3% | Added |
| Lido Advisors, LLC | 6,826 | $295.1K | 0.00% | −466−6.4% | Reduced |
| Systematic Portfolios LLC | 6,803 | $294.1K | 2.05% | +6,803 | New |
| O'Shaughnessy Asset Management, LLC | 6,716 | $290.3K | 0.00% | +2,144+46.9% | Added |
| GAMMA Investing LLC | 6,557 | $283.5K | 0.04% | +989+17.8% | Added |
| Oxford Asset Management LLP | 6,334 | $273.8K | 0.27% | −869−12.1% | Reduced |
| QRG Capital Management, Inc. | 6,156 | $266.1K | 0.00% | +63+1.0% | Added |
| Capstone Investment Advisors, LLC | 6,121 | $264.6K | 0.01% | −2,472−28.8% | Reduced |
| Profund Advisors LLC | 6,080 | $262.8K | 0.01% | −584−8.8% | Reduced |
| 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 |
| DGS Capital Management, LLC | 5,791 | $250.3K | 0.07% | +1,772+44.1% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $250.0K | 0.00% | 00.0% | Unchanged |