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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 5,649 | $250.0K | 0.00% | −223−3.8% | Reduced |
| Gibbs Wealth Management | 5,598 | $242.0K | 0.10% | +5,598 | New |
| Sequoia Financial Advisors, LLC | 5,463 | $236.2K | 0.00% | −17−0.3% | Reduced |
| Metis Global Partners, LLC | 5,411 | $233.9K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,404 | $233.6K | 0.01% | +653+13.7% | Added |
| Atomi Financial Group, Inc. | 5,319 | $230.0K | 0.02% | +5,319 | New |
| Miller Howard Investments Inc | 5,313 | $229.7K | 0.01% | −82,805−94.0% | Reduced |
| King Luther Capital Management Corp | 5,304 | $229.3K | 0.00% | 00.0% | Unchanged |
| American Trust | 5,234 | $226.3K | 0.02% | −4,202−44.5% | Reduced |
| CoreCommodity Management, LLC | 5,216 | $225.5K | 0.09% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,200 | $225.0K | 0.09% | +5,198+259,900.0% | Added |
| Ground Swell Capital, LLC | 5,120 | $221.3K | 0.21% | +5,120 | New |
| Aaron Wealth Advisors | 5,034 | $217.6K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,013 | $216.7K | 0.04% | +5,013 | New |
| Auxier Asset Management | 4,990 | $215.7K | 0.03% | −200−3.9% | Reduced |
| Walleye Trading LLC | 4,962 | $214.5K | 0.00% | +2,052+70.5% | Added |
| Petrus Trust Company, LTA | 4,925 | $212.9K | 0.02% | +4,925 | New |
| Shelton Capital Management | 4,810 | $207.9K | 0.01% | −290−5.7% | Reduced |
| Kestra Private Wealth Services, LLC | 4,701 | $203.2K | 0.00% | +4,701 | New |
| Counterpoint Mutual Funds LLC | 4,630 | $200.2K | 0.05% | +4,630 | New |
| GW&K Investment Management, LLC | 4,006 | $173.0K | 0.00% | −676,031−99.4% | Reduced |
| SG Americas Securities, LLC | 4,012 | $173.0K | 0.00% | −10,231−71.8% | Reduced |
| Pacer Advisors, Inc. | 3,650 | $157.8K | 0.00% | −3,727,589−99.9% | Reduced |
| nVerses Capital, LLC | 3,400 | $147.0K | 0.09% | +3,400 | New |
| Ci Investments Inc. | 3,106 | $134.0K | 0.00% | +791+34.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,062 | $132.4K | 0.01% | +3,062 | New |
| KBC Group NV | 2,845 | $123.0K | 0.00% | −56−1.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,670 | $115.4K | 0.00% | +2,670 | New |
| Signaturefd, LLC | 2,582 | $111.6K | 0.00% | −272−9.5% | Reduced |
| CWM, LLC | 2,560 | $111.0K | 0.00% | +16+0.6% | Added |
| Cetera Trust Company, N.A | 2,295 | $99.2K | 0.06% | +2,295 | New |
| FNY Investment Advisers, LLC | 2,300 | $99.0K | 0.07% | +2,300 | New |
| PEAK6 Investments LLC | 2,176 | $94.1K | 0.00% | +2,176 | New |
| GWM Advisors LLC | 1,973 | $85.3K | 0.00% | −1,097−35.7% | Reduced |
| Archer Investment Corp | 1,950 | $84.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,597 | $73.8K | 0.00% | +11+0.7% | Added |
| First Horizon Advisors, Inc. | 1,662 | $71.8K | 0.00% | +193+13.1% | Added |
| Farther Finance Advisors, LLC | 1,558 | $68.0K | 0.00% | +1,314+538.5% | Added |
| NBC Securities, Inc. | 1,567 | $67.0K | 0.01% | −184−10.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $60.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $51.9K | 0.01% | −3,700−75.5% | Reduced |
| Mather Group, LLC. | 1,014 | $50.5K | 0.00% | +1,014 | New |
| Global Retirement Partners, LLC | 1,133 | $49.0K | 0.00% | +444+64.4% | Added |
| Nomura Asset Management Co Ltd | 990 | $42.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 934 | $40.4K | 0.00% | +85+10.0% | Added |
| Massmutual Trust Co FSB | 872 | $37.7K | 0.00% | +340+63.9% | Added |
| Smartleaf Asset Management LLC | 791 | $34.3K | 0.01% | +774+4,552.9% | Added |
| Byrne Asset Management LLC | 780 | $33.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 761 | $32.9K | 0.01% | +2+0.3% | Added |
| IFP Advisors, Inc | 751 | $32.5K | 0.00% | +660+725.3% | Added |
| Lindbrook Capital, LLC | 685 | $29.6K | 0.00% | +104+17.9% | Added |
| Northwestern Mutual Wealth Management Co | 646 | $27.9K | 0.00% | −39−5.7% | Reduced |
| Umb Bank N A | 634 | $27.4K | 0.00% | −195−23.5% | Reduced |
| Raffa Wealth Management, LLC | 633 | $27.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 608 | $26.3K | 0.00% | +608 | New |
| Plato Investment Management Ltd | 590 | $25.5K | 0.00% | +485+461.9% | Added |
| Register Financial Advisors LLC | 500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $21.6K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 448 | $19.4K | 0.00% | +56+14.3% | Added |
| Richardson Financial Services Inc. | 410 | $17.7K | 0.01% | +95+30.2% | Added |
| EnRich Financial Partners LLC | 400 | $17.3K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 376 | $16.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 370 | $16.0K | 0.00% | +370 | New |
| Rise Advisors, LLC | 356 | $15.4K | 0.01% | +1+0.3% | Added |
| Quarry LP | 349 | $15.1K | 0.01% | +349 | New |
| Larson Financial Group LLC | 336 | $14.5K | 0.00% | +3+0.9% | Added |
| GHP Investment Advisors, Inc. | 329 | $14.2K | 0.00% | +329 | New |
| Huntington National Bank | 321 | $13.9K | 0.00% | +30+10.3% | Added |
| Cypress Capital Management LLC (WY) | 310 | $13.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 302 | $13.1K | 0.00% | +223+282.3% | Added |
| Fortitude Family Office, LLC | 293 | $12.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 268 | $12.0K | 0.01% | −142−34.6% | Reduced |
| Private Trust Co NA | 270 | $11.7K | 0.00% | +20+8.0% | Added |
| Hexagon Capital Partners LLC | 263 | $11.4K | 0.00% | −304−53.6% | Reduced |
| LGT Financial Advisors LLC | 231 | $9.99K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 225 | $9.73K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 196 | $9.14K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 199 | $8.60K | 0.00% | +199 | New |
| Steward Partners Investment Advisory, LLC | 150 | $6.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $5.58K | 0.00% | +129 | New |
| Bell Investment Advisors, Inc | 109 | $4.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $4.67K | 0.00% | +48+80.0% | Added |
| Addison Advisors LLC | 108 | $4.67K | 0.00% | +108 | New |
| Cape Investment Advisory, Inc. | 101 | $4.37K | 0.00% | +75+288.5% | Added |
| SRS Capital Advisors, Inc. | 99 | $4.28K | 0.00% | +99 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $4.24K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 97 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 99 | $4.00K | 0.00% | −110−52.6% | Reduced |
| JFS Wealth Advisors, LLC | 87 | $3.76K | 0.00% | +8+10.1% | Added |
| Leonteq Securities AG | 85 | $3.67K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 83 | $3.59K | 0.00% | +83 | New |
| Farmers & Merchants Investments Inc | 80 | $3.46K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 79 | $3.42K | 0.00% | −14−15.1% | Reduced |
| Macroview Investment Management LLC | 66 | $2.85K | 0.00% | −44−40.0% | Reduced |
| Stephens Consulting, LLC | 61 | $2.64K | 0.00% | +61 | New |
| AdvisorNet Financial, Inc | 58 | $2.51K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 54 | $2.33K | 0.00% | +54 | New |
| Quent Capital, LLC | 54 | $2.32K | 0.00% | +1+1.9% | Added |
| Frazier Financial Advisors, LLC | 51 | $2.21K | 0.00% | +44+628.6% | Added |
| Rothschild Investment LLC | 50 | $2.16K | 0.00% | +40+400.0% | Added |