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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in SM Energy Co as of Sep 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
- 420
- 0 vs. Q2 2024
- Shares held
- 116.6M
- +22.4M (+23.8%) vs. Q2 2024
- Total value
- $4.66B
- +$593.6M (+14.6%) vs. Q2 2024
- New holders
- 68
- 183 more added
- Sold out
- 68
- 128 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 498 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,929,228 | $716.6M | 0.02% | +17,929,228 | New |
| Vanguard Group Inc | 15,167,824 | $606.3M | 0.01% | +824,357+5.7% | Added |
| Dimensional Fund Advisors LP | 6,536,728 | $261.3M | 0.06% | +194,853+3.1% | Added |
| State Street Corp | 6,287,815 | $251.3M | 0.01% | +114,664+1.9% | Added |
| Pacer Advisors, Inc. | 4,463,443 | $178.4M | 0.38% | +4,459,793+122,186.1% | Added |
| JPMorgan Chase & Co | 3,796,326 | $151.7M | 0.01% | −414,296−9.8% | Reduced |
| American Century Companies Inc | 3,385,492 | $135.3M | 0.08% | +1,024,343+43.4% | Added |
| Geode Capital Management, LLC | 2,693,372 | $107.7M | 0.01% | +29,911+1.1% | Added |
| Westwood Holdings Group Inc. | 2,076,000 | $83.0M | 0.35% | +366,073+21.4% | Added |
| Macquarie Group Ltd | 2,001,146 | $80.0M | 0.09% | −241,626−10.8% | Reduced |
| First Trust Advisors LP | 1,915,352 | $76.6M | 0.07% | +584,961+44.0% | Added |
| River Road Asset Management, LLC | 1,792,573 | $71.6M | 0.94% | +12,669+0.7% | Added |
| Goldman Sachs Group Inc | 1,438,057 | $57.5M | 0.01% | −207,743−12.6% | Reduced |
| Voloridge Investment Management, LLC | 1,424,827 | $57.0M | 0.21% | +1,052,347+282.5% | Added |
| Morgan Stanley | 1,373,567 | $54.9M | 0.00% | +292,485+27.1% | Added |
| Northern Trust Corp | 1,309,255 | $52.3M | 0.01% | −6100.0% | Reduced |
| Frontier Capital Management Co LLC | 1,225,465 | $49.0M | 0.46% | +18,651+1.5% | Added |
| Charles Schwab Investment Management Inc | 1,223,038 | $48.9M | 0.01% | +22,152+1.8% | Added |
| Bank of New York Mellon Corp | 1,209,033 | $48.3M | 0.01% | −126,591−9.5% | Reduced |
| Channing Capital Management, LLC | 1,098,259 | $43.9M | 1.12% | +16,478+1.5% | Added |
| Congress Asset Management Co | 1,090,635 | $43.6M | 0.30% | +61,009+5.9% | Added |
| Ameriprise Financial Inc | 1,089,948 | $43.6M | 0.01% | −87,131−7.4% | Reduced |
| Aventail Capital Group, LP | 1,015,138 | $40.6M | 2.39% | +1,015,138 | New |
| Arrowstreet Capital, Limited Partnership | 994,358 | $39.7M | 0.03% | −1,173,666−54.1% | Reduced |
| William Blair Investment Management, LLC | 977,220 | $39.1M | 0.10% | −29,644−2.9% | Reduced |
| Price T Rowe Associates Inc | 878,134 | $35.1M | 0.00% | −22,865−2.5% | Reduced |
| Nuveen Asset Management, LLC | 872,527 | $34.9M | 0.01% | +43,775+5.3% | Added |
| Palisade Capital Management LLC | 850,246 | $34.0M | 0.90% | −92,694−9.8% | Reduced |
| Assenagon Asset Management S.A. | 818,032 | $32.7M | 0.07% | +782,728+2,217.1% | Added |
| Bank of America Corp | 806,577 | $32.2M | 0.00% | −130,206−13.9% | Reduced |
| Clark Capital Management Group, Inc. | 800,033 | $32.0M | 0.22% | −115,789−12.6% | Reduced |
| Invesco Ltd. | 792,231 | $31.7M | 0.01% | −66,804−7.8% | Reduced |
| Renaissance Technologies LLC | 738,763 | $29.5M | 0.04% | −452,737−38.0% | Reduced |
| Citadel Advisors LLC | 631,639 | $25.2M | 0.03% | −1,081,116−63.1% | Reduced |
| Principal Financial Group Inc | 611,121 | $24.4M | 0.01% | −1,679−0.3% | Reduced |
| Wedge Capital Management L L P | 560,381 | $22.4M | 0.39% | −32,860−5.5% | Reduced |
| Tributary Capital Management, LLC | 557,418 | $22.3M | 1.73% | −11,930−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 545,586 | $21.8M | 0.03% | −138,865−20.3% | Reduced |
| Envestnet Asset Management Inc | 539,616 | $21.6M | 0.01% | −26,483−4.7% | Reduced |
| Bridgewater Associates, LP | 484,119 | $19.4M | 0.11% | +279,417+136.5% | Added |
| Federated Hermes, Inc. | 469,789 | $18.8M | 0.04% | +90,129+23.7% | Added |
| Standard Life Aberdeen plc | 466,552 | $18.7M | 0.03% | +28,425+6.5% | Added |
| SIR Capital Management, L.P. | 466,254 | $18.6M | 1.81% | +8,400+1.8% | Added |
| Allianz Asset Management GmbH | 462,904 | $18.5M | 0.03% | −173,584−27.3% | Reduced |
| Mackenzie Financial Corp | 441,941 | $17.7M | 0.02% | +30,838+7.5% | Added |
| SEI Investments Co | 439,525 | $17.6M | 0.02% | +134,029+43.9% | Added |
| Glenmede Trust Co NA | 432,825 | $17.3M | 0.08% | +10,728+2.5% | Added |
| UBS Asset Management Americas Inc | 421,830 | $16.9M | 0.00% | −25,563−5.7% | Reduced |
| Jupiter Asset Management Ltd | 415,715 | $16.6M | 0.15% | −743,773−64.1% | Reduced |
| TownSquare Capital, LLC | 391,107 | $15.6M | 0.19% | +284,665+267.4% | Added |
| Prudential Financial Inc | 388,142 | $15.5M | 0.02% | +159,745+69.9% | Added |
| Rhumbline Advisers | 385,977 | $15.4M | 0.01% | −11,973−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 381,686 | $15.3M | 0.02% | +213,587+127.1% | Added |
| Balyasny Asset Management LLC | 360,045 | $14.4M | 0.04% | +348,527+3,025.9% | Added |
| Diversify Advisory Services, LLC | 338,077 | $14.3M | 0.77% | +27,519+8.9% | Added |
| Baird Financial Group, Inc. | 356,639 | $14.3M | 0.03% | +24,505+7.4% | Added |
| Eagle Asset Management Inc | 324,126 | $14.1M | 0.07% | −47,202−12.7% | Reduced |
| Legal & General Group Plc | 340,189 | $13.6M | 0.00% | −21,799−6.0% | Reduced |
| FMR LLC | 339,791 | $13.6M | 0.00% | +2,644+0.8% | Added |
| Man Group plc | 320,387 | $12.8M | 0.04% | +295,955+1,211.3% | Added |
| Panagora Asset Management Inc | 304,774 | $12.2M | 0.06% | +52,757+20.9% | Added |
| Kennedy Capital Management, Inc. | 292,906 | $11.7M | 0.26% | +78,651+36.7% | Added |
| Millennium Management LLC | 275,885 | $11.0M | 0.01% | −321,659−53.8% | Reduced |
| Cambria Investment Management, L.P. | 253,075 | $10.1M | 0.61% | −5,537−2.1% | Reduced |
| Barclays PLC | 250,218 | $10.0M | 0.00% | +80,343+47.3% | Added |
| Public Sector Pension Investment Board | 242,804 | $9.70M | 0.05% | −10,300−4.1% | Reduced |
| Citigroup Inc | 235,084 | $9.40M | 0.01% | −38,712−14.1% | Reduced |
| Thrivent Financial for Lutherans | 226,975 | $9.07M | 0.02% | −5,646−2.4% | Reduced |
| Swiss National Bank | 224,700 | $8.98M | 0.01% | −3,100−1.4% | Reduced |
| Royce & Associates LP | 217,879 | $8.71M | 0.08% | +11,153+5.4% | Added |
| California Public Employees Retirement System | 211,071 | $8.44M | 0.01% | −15,155−6.7% | Reduced |
| First Eagle Investment Management, LLC | 201,303 | $8.05M | 0.02% | +20,300+11.2% | Added |
| Empowered Funds, LLC | 199,264 | $7.96M | 0.13% | −121,373−37.9% | Reduced |
| LSP Investment Advisors, LLC | 198,246 | $7.92M | 4.27% | 00.0% | Unchanged |
| Wells Fargo & Company | 196,143 | $7.84M | 0.00% | +1,331+0.7% | Added |
| Jane Street Group, LLC | 196,082 | $7.84M | 0.01% | −359,241−64.7% | Reduced |
| Two Sigma Investments, LP | 193,125 | $7.72M | 0.02% | +104,476+117.9% | Added |
| New York State Teachers Retirement System | 186,832 | $7.47M | 0.02% | +10,243+5.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 182,605 | $7.30M | 0.02% | −11,793−6.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 178,750 | $7.14M | 0.91% | +12,102+7.3% | Added |
| Algert Global LLC | 172,000 | $6.87M | 0.18% | +160,345+1,375.8% | Added |
| Fisher Asset Management, LLC | 165,005 | $6.60M | 0.00% | +24,660+17.6% | Added |
| Foundry Partners, LLC | 162,160 | $6.48M | 0.32% | +33,486+26.0% | Added |
| Evoke Wealth, LLC | 157,961 | $6.31M | 0.17% | +157,961 | New |
| Squarepoint Ops LLC | 153,328 | $6.13M | 0.02% | +139,872+1,039.5% | Added |
| Rafferty Asset Management, LLC | 149,555 | $5.98M | 0.02% | +25,172+20.2% | Added |
| RE Advisers Corp | 147,400 | $5.89M | 0.14% | −5,900−3.8% | Reduced |
| Hodges Capital Management Inc. | 143,649 | $5.74M | 0.37% | −4,585−3.1% | Reduced |
| F/M Investments LLC | 141,440 | $5.65M | 0.19% | +33,286+30.8% | Added |
| Alliancebernstein L.P. | 141,137 | $5.64M | 0.00% | −10,280−6.8% | Reduced |
| UBS Group AG | 140,101 | $5.60M | 0.00% | +17,229+14.0% | Added |
| Mariner, LLC | 139,727 | $5.58M | 0.01% | −4,403−3.1% | Reduced |
| Franklin Resources Inc | 121,025 | $5.40M | 0.00% | −66,225−35.4% | Reduced |
| Brandywine Global Investment Management, LLC | 120,972 | $5.40M | 0.04% | +91,889+316.0% | Added |
| AQR Capital Management LLC | 131,748 | $5.27M | 0.01% | +70,923+116.6% | Added |
| Russell Investments Group, Ltd. | 128,181 | $5.12M | 0.01% | +38,028+42.2% | Added |
| Peregrine Capital Management LLC | 128,145 | $5.12M | 0.15% | −22,911−15.2% | Reduced |
| Raymond James & Associates | 125,169 | $5.00M | 0.00% | −34,437−21.6% | Reduced |
| LSV Asset Management | 123,800 | $4.95M | 0.01% | +24,900+25.2% | Added |
| Segall Bryant & Hamill, LLC | 123,698 | $4.94M | 0.07% | +4,108+3.4% | Added |