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, 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 | 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, 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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $40 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $40 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 4 | $160 | 0.00% | +4 | New |
| Abound Wealth Management | 8 | $320 | 0.00% | −9−52.9% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $560 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $573 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 15 | $600 | 0.00% | +15 | New |
| Concord Wealth Partners | 16 | $640 | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 17 | $680 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $759 | 0.00% | −110−85.3% | Reduced |
| Capital Performance Advisors LLP | 23 | $919 | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 48 | $1.00K | 0.00% | +11+29.7% | Added |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | +29 | New |
| CVA Family Office, LLC | 26 | $1.04K | 0.00% | −2−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 26 | $1.04K | 0.00% | −73−73.7% | Reduced |
| Parkside Financial Bank & Trust | 28 | $1.12K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 34 | $1.36K | 0.00% | −8−19.0% | Reduced |
| Financial Network Wealth Advisors LLC | 36 | $1.44K | 0.00% | +5+16.1% | Added |
| Brown Brothers Harriman & Co | 40 | $1.60K | 0.00% | +40 | New |
| Ashton Thomas Securities, LLC | 41 | $1.64K | 0.00% | +41 | New |
| Assetmark, Inc | 47 | $1.88K | 0.00% | −36−43.4% | Reduced |
| Hemington Wealth Management | 52 | $2.00K | 0.00% | +52 | New |
| Quent Capital, LLC | 54 | $2.15K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 59 | $2.35K | 0.00% | +9+18.0% | Added |
| Macroview Investment Management LLC | 66 | $2.64K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 82 | $3.28K | 0.00% | −5−5.7% | Reduced |
| LRI Investments, LLC | 75 | $3.30K | 0.00% | +25+50.0% | Added |
| AdvisorNet Financial, Inc | 83 | $3.32K | 0.00% | +25+43.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 87 | $3.48K | 0.00% | +87 | New |
| Reuter James Wealth Management, LLC | 95 | $3.80K | 0.00% | +95 | New |
| First Financial Corp | 97 | $3.88K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3.92K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 101 | $4.04K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $4.36K | 0.00% | +100 | New |
| Rothschild Investment LLC | 110 | $4.40K | 0.00% | +60+120.0% | Added |
| Bryn Mawr Trust Co | 118 | $4.72K | 0.00% | +118 | New |
| Larson Financial Group LLC | 132 | $5.28K | 0.00% | −204−60.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $6.56K | 0.00% | +55+50.5% | Added |
| Private Wealth Management Group, LLC | 174 | $6.96K | 0.00% | +66+61.1% | Added |
| Bessemer Group Inc | 204 | $8.00K | 0.00% | +105+106.1% | Added |
| Private Trust Co NA | 215 | $8.59K | 0.00% | −55−20.4% | Reduced |
| WealthCollab, LLC | 225 | $8.99K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 231 | $9.23K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 279 | $11.2K | 0.00% | +83+42.3% | Added |
| Coastal Investment Advisors, Inc. | 261 | $11.6K | 0.01% | +261 | New |
| Hexagon Capital Partners LLC | 299 | $12.0K | 0.00% | +36+13.7% | Added |
| Cypress Capital Management LLC (WY) | 310 | $12.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 341 | $13.6K | 0.00% | −107−23.9% | Reduced |
| Fortitude Family Office, LLC | 343 | $13.7K | 0.01% | +50+17.1% | Added |
| Rise Advisors, LLC | 358 | $14.3K | 0.01% | +2+0.6% | Added |
| Planning Capital Management Corp | 376 | $15.0K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 417 | $16.7K | 0.00% | +417 | New |
| Addison Advisors LLC | 425 | $17.0K | 0.00% | +317+293.5% | Added |
| Richardson Financial Services Inc. | 410 | $17.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 474 | $19.0K | 0.01% | +206+76.9% | Added |
| Washington Trust Co | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 517 | $20.0K | 0.00% | −1,050−67.0% | Reduced |
| Massmutual Trust Co FSB | 528 | $21.1K | 0.00% | −344−39.4% | Reduced |
| Huntington National Bank | 575 | $23.0K | 0.00% | +254+79.1% | Added |
| Coppell Advisory Solutions LLC | 608 | $24.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 670 | $26.7K | 0.00% | −121−15.3% | Reduced |
| Harbor Capital Advisors, Inc. | 740 | $30.0K | 0.00% | +740 | New |
| Lindbrook Capital, LLC | 752 | $30.1K | 0.00% | +67+9.8% | Added |
| Northwestern Mutual Wealth Management Co | 764 | $30.5K | 0.00% | +118+18.3% | Added |
| Global Wealth Strategies & Associates | 765 | $30.6K | 0.01% | +4+0.5% | Added |
| Byrne Asset Management LLC | 780 | $31.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 836 | $33.4K | 0.00% | +202+31.9% | Added |
| International Assets Investment Management, LLC | 1,439 | $36.0K | 0.00% | +1,403+3,897.2% | Added |
| Fifth Third Bancorp | 909 | $36.3K | 0.00% | −25−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 990 | $39.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,025 | $44.3K | 0.00% | +996+3,434.5% | Added |
| Headlands Technologies LLC | 1,206 | $48.2K | 0.01% | −5,898−83.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,234 | $49.3K | 0.01% | +1,234 | New |
| Millburn Ridgefield Corp | 1,382 | $55.2K | 0.00% | +1,382 | New |
| Bartlett & Co. Wealth Management LLC | 1,400 | $56.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,421 | $56.8K | 0.00% | −176−11.0% | Reduced |
| Global Retirement Partners, LLC | 1,443 | $57.7K | 0.00% | +310+27.4% | Added |
| Catalyst Funds Management Pty Ltd | 1,500 | $60.0K | 0.01% | +300+25.0% | Added |
| Flaharty Asset Management, LLC | 1,500 | $60.0K | 0.01% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,530 | $61.2K | 0.00% | −28−1.8% | Reduced |
| First Horizon Advisors, Inc. | 1,646 | $65.8K | 0.00% | −16−1.0% | Reduced |
| GW&K Investment Management, LLC | 1,811 | $73.0K | 0.00% | −2,195−54.8% | Reduced |
| Archer Investment Corp | 1,950 | $77.9K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1,907 | $83.4K | 0.05% | +1,907 | New |
| Legacy Wealth Managment, LLC | 1,907 | $83.4K | 0.05% | +1,907 | New |
| GWM Advisors LLC | 2,231 | $89.2K | 0.00% | +258+13.1% | Added |
| Leonteq Securities AG | 2,585 | $103.3K | 0.01% | +2,500+2,941.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,670 | $106.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,808 | $112.2K | 0.00% | +226+8.8% | Added |
| Ci Investments Inc. | 2,837 | $113.0K | 0.00% | −269−8.7% | Reduced |
| CWM, LLC | 2,853 | $114.0K | 0.00% | +293+11.4% | Added |
| Tower Research Capital LLC (TRC) | 2,876 | $115.0K | 0.00% | −23,101−88.9% | Reduced |
| Cetera Trust Company, N.A | 3,040 | $121.5K | 0.07% | +745+32.5% | Added |
| KBC Group NV | 3,321 | $133.0K | 0.00% | +476+16.7% | Added |
| Plato Investment Management Ltd | 3,863 | $154.2K | 0.01% | +3,273+554.7% | Added |
| IFP Advisors, Inc | 4,587 | $183.4K | 0.01% | +3,836+510.8% | Added |