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Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding SM Energy Co changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders42224200
Shares113.8M19.7M116.6M+22.4M (+23.8%)
Value$4.92B$852.4M$4.66B+$593.6M (+14.6%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held SM Energy Co at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.17,929,228$716.6M0.02%
Aventail Capital Group, LP1,015,138$40.6M2.39%
Evoke Wealth, LLC157,961$6.31M0.17%
Moody Aldrich Partners LLC100,685$4.02M0.73%
NFJ Investment Group, LLC74,479$2.98M0.09%
Qube Research & Technologies Ltd60,477$2.42M0.00%
Neo Ivy Capital Management59,426$2.38M0.77%
Stratos Wealth Advisors, LLC42,777$1.71M0.08%
Dana Investment Advisors, Inc.32,836$1.31M0.04%
Sherbrooke Park Advisers LLC28,859$1.15M0.26%
Winton Group Ltd27,499$1.10M0.08%
BI Asset Management Fondsmaeglerselskab A/S26,002$1.04M0.02%
Twin Tree Management, LP25,634$1.02M0.02%
Quantbot Technologies LP25,396$1.02M0.04%
Campbell & CO Investment Adviser LLC24,372$974.1K0.07%
Y-Intercept (Hong Kong) Ltd22,232$888.6K0.05%
Natixis19,900$795.4K0.00%
Sterling Capital Management LLC16,282$650.8K0.01%
Quest Partners LLC15,633$624.9K0.06%
Paloma Partners Management Co13,872$554.5K0.03%
Magnetar Financial LLC13,806$551.8K0.01%
Convergence Investment Partners, LLC13,169$526.4K0.14%
Cornercap Investment Counsel Inc11,461$458.1K0.14%
Toroso Investments, LLC11,123$444.6K0.00%
Aristeia Capital LLC9,849$393.7K0.01%
Systematic Financial Management LP9,641$385.4K0.01%
Legacy Capital Wealth Partners, LLC9,498$379.6K0.08%
Bridgefront Capital, LLC9,386$375.2K0.14%
Prudential PLC8,793$351.5K0.00%
B&L Asset Management LLC8,778$350.9K0.22%
Lee Financial Co8,000$319.8K0.05%
Gallacher Capital Management LLC7,856$314.0K0.14%
Wealth Enhancement Advisory Services, LLC7,773$310.7K0.00%
Shell Asset Management Co7,611$304.0K0.01%
Stonehearth Capital Management, LLC7,210$288.2K0.11%
Captrust Financial Advisors7,037$281.3K0.00%
Raymond James Financial Services Advisors, Inc.6,938$277.3K0.00%
Quadrature Capital Ltd6,619$264.5K0.01%
National Bank of Canada6,483$259.1K0.00%
Quantinno Capital Management LP6,316$252.5K0.00%
CIBC World Markets Inc.5,778$231.0K0.00%
Baldwin Brothers Inc5,537$221.3K0.02%
Acadian Asset Management LLC5,313$212.0K0.00%
Inspire Advisors, LLC5,186$207.3K0.03%
Zacks Investment Management5,157$206.1K0.00%
Portside Wealth Group, LLC5,004$200.0K0.03%
Legacy Investment Solutions, LLC1,907$83.4K0.05%
Legacy Wealth Managment, LLC1,907$83.4K0.05%
Flaharty Asset Management, LLC1,500$60.0K0.01%
Millburn Ridgefield Corp1,382$55.2K0.00%
Aster Capital Management (DIFC) Ltd1,234$49.3K0.01%
Harbor Capital Advisors, Inc.740$30.0K0.00%
Clearstead Advisors, LLC417$16.7K0.00%
Coastal Investment Advisors, Inc.261$11.6K0.01%
Bryn Mawr Trust Co118$4.72K0.00%
Semmax Financial Advisors Inc.100$4.36K0.00%
Reuter James Wealth Management, LLC95$3.80K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC87$3.48K0.00%
Hemington Wealth Management52$2.00K0.00%
Ashton Thomas Securities, LLC41$1.64K0.00%
Brown Brothers Harriman & Co40$1.60K0.00%
Picton Mahoney Asset Management29$1.00K0.00%
Capital Performance Advisors LLP23$9190.00%
Concord Wealth Partners16$6400.00%
Bruce G. Allen Investments, LLC15$6000.00%
Bokf, NA13$5730.00%
Mendota Financial Group, LLC4$1600.00%
TFC Financial Management1$400.00%

Sold out (68)

Institutions that held SM Energy Co at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
T. Rowe Price Investment Management, Inc.1,566,857$67.7M
HRT Financial LP525,061$22.7M
Weiss Asset Management LP326,568$14.1M
Oslo Asset Management AS290,108$12.5M
Tudor Investment Corp Et Al267,176$11.6M
Cookson Peirce & Co Inc202,697$8.76M
Twinbeech Capital LP126,427$5.47M
Castellan Group, LLC107,501$4.65M
Pearl River Capital, LLC95,962$4.15M
Schonfeld Strategic Advisors LLC81,474$3.52M
Fox Run Management, L.L.C.52,156$2.25M
Engineers Gate Manager LP40,935$1.77M
Viking Fund Management LLC40,000$1.73M
XTX Topco Ltd36,657$1.58M
Bayesian Capital Management, LP34,673$1.50M
Simplex Trading, LLC33,411$1.44M
Inceptionr LLC30,143$1.30M
UniSuper Management Pty Ltd28,220$1.22M
Westover Capital Advisors, LLC26,020$1.12M
Virtu Financial LLC25,746$1.11M
Jennison Associates LLC25,627$1.11M
Hussman Strategic Advisors, Inc.21,000$907.8K
Nomura Holdings Inc16,514$713.9K
Trexquant Investment LP14,625$632.2K
Prelude Capital Management, LLC12,841$555.1K
Qsemble Capital Management, LP12,250$529.6K
Oppenheimer Asset Management Inc.11,902$514.5K
Advantage Alpha Capital Partners LP10,748$464.6K
Nebula Research & Development LLC10,503$454.0K
Ellsworth Advisors, LLC10,422$450.5K
Nine Masts Capital Ltd8,300$358.8K
Meridian Wealth Advisors, LLC7,720$333.7K
Lido Advisors, LLC6,826$295.1K
Systematic Portfolios LLC6,803$294.1K
Oxford Asset Management LLP6,334$273.8K
Capstone Investment Advisors, LLC6,121$264.6K
Metis Global Partners, LLC5,411$233.9K
Atomi Financial Group, Inc.5,319$230.0K
American Trust5,234$226.3K
Clear Street Markets LLC5,200$225.0K
Ground Swell Capital, LLC5,120$221.3K
Occudo Quantitative Strategies LP5,013$216.7K
Auxier Asset Management4,990$215.7K
Shelton Capital Management4,810$207.9K
Kestra Private Wealth Services, LLC4,701$203.2K
Counterpoint Mutual Funds LLC4,630$200.2K
Ashton Thomas Private Wealth, LLC3,062$132.4K
FNY Investment Advisers, LLC2,300$99.0K
Mather Group, LLC.1,014$50.5K
Raffa Wealth Management, LLC633$27.4K
Register Financial Advisors LLC500$21.6K
Smithfield Trust Co370$16.0K
Quarry LP349$15.1K
GHP Investment Advisors, Inc.329$14.2K
Crewe Advisors LLC302$13.1K
Opal Wealth Advisors, LLC199$8.60K
Front Row Advisors LLC79$3.42K
Stephens Consulting, LLC61$2.64K
Group One Trading, L.P.54$2.33K
Frazier Financial Advisors, LLC51$2.21K
RFP Financial Group LLC25$1.08K
Cohen & Steers, Inc.29$1.00K
Financial Connections Group, Inc.46$1.00K
Innealta Capital, LLC21$907
Horizon Investments, LLC19$818
Gradient Investments LLC17$735
Sachetta, LLC15$675
Johnson Financial Group, Inc.12$519

Not filed for Q3 2024 yet (2)

Institutions that held SM Energy Co at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.19,711,629$852.1M
Heritage Wealth Management, LLC5,876$254.0K