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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 5,004 | $200.0K | 0.03% | +5,004 | New |
| Aaron Wealth Advisors | 5,117 | $204.5K | 0.02% | +83+1.6% | Added |
| Zacks Investment Management | 5,157 | $206.1K | 0.00% | +5,157 | New |
| Inspire Advisors, LLC | 5,186 | $207.3K | 0.03% | +5,186 | New |
| Acadian Asset Management LLC | 5,313 | $212.0K | 0.00% | +5,313 | New |
| Truist Financial Corp | 5,377 | $214.9K | 0.00% | −47,733−89.9% | Reduced |
| Heritage Family Offices, LLP | 5,511 | $220.3K | 0.11% | −365−6.2% | Reduced |
| Baldwin Brothers Inc | 5,537 | $221.3K | 0.02% | +5,537 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $227.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 5,778 | $231.0K | 0.00% | +5,778 | New |
| Sequoia Financial Advisors, LLC | 5,843 | $233.5K | 0.00% | +380+7.0% | Added |
| Neuberger Berman Group LLC | 6,072 | $242.7K | 0.00% | −3,328−35.4% | Reduced |
| Profund Advisors LLC | 6,101 | $243.9K | 0.01% | +21+0.3% | Added |
| CFM Wealth Partners LLC | 6,277 | $250.9K | 0.04% | −1,932−23.5% | Reduced |
| Quantinno Capital Management LP | 6,316 | $252.5K | 0.00% | +6,316 | New |
| CIBC Private Wealth Group, LLC | 6,324 | $252.8K | 0.00% | +675+11.9% | Added |
| Jump Financial, LLC | 6,367 | $254.5K | 0.01% | −115,965−94.8% | Reduced |
| National Bank of Canada | 6,483 | $259.1K | 0.00% | +6,483 | New |
| Tocqueville Asset Management L.P. | 6,500 | $259.8K | 0.00% | −4,270−39.6% | Reduced |
| Quadrature Capital Ltd | 6,619 | $264.5K | 0.01% | +6,619 | New |
| Gibbs Wealth Management | 6,736 | $269.2K | 0.09% | +1,138+20.3% | Added |
| QRG Capital Management, Inc. | 6,746 | $269.6K | 0.00% | +590+9.6% | Added |
| O'Shaughnessy Asset Management, LLC | 6,184 | $275.9K | 0.00% | −532−7.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,938 | $277.3K | 0.00% | +6,938 | New |
| Principal Securities, Inc. | 7,037 | $281.3K | 0.01% | −46−0.6% | Reduced |
| Captrust Financial Advisors | 7,037 | $281.3K | 0.00% | +7,037 | New |
| GAMMA Investing LLC | 7,062 | $282.3K | 0.03% | +505+7.7% | Added |
| Stonehearth Capital Management, LLC | 7,210 | $288.2K | 0.11% | +7,210 | New |
| ClearAlpha Technologies LP | 7,282 | $291.1K | 0.12% | −387−5.0% | Reduced |
| CAPROCK Group, Inc. | 7,355 | $294.0K | 0.01% | +26+0.4% | Added |
| Crossmark Global Holdings, Inc. | 7,424 | $297.0K | 0.01% | −49−0.7% | Reduced |
| Cim Investment Mangement Inc | 7,581 | $303.0K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,611 | $304.0K | 0.01% | +7,611 | New |
| King Luther Capital Management Corp | 7,704 | $307.9K | 0.00% | +2,400+45.2% | Added |
| Evergreen Capital Management LLC | 7,752 | $309.8K | 0.01% | +2,348+43.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,773 | $310.7K | 0.00% | +7,773 | New |
| Gallacher Capital Management LLC | 7,856 | $314.0K | 0.14% | +7,856 | New |
| Cambridge Investment Research Advisors, Inc. | 7,932 | $317.0K | 0.00% | +127+1.6% | Added |
| Xponance, Inc. | 7,949 | $317.7K | 0.00% | −244−3.0% | Reduced |
| Lee Financial Co | 8,000 | $319.8K | 0.05% | +8,000 | New |
| MML Investors Services, LLC | 8,011 | $320.0K | 0.00% | −487−5.7% | Reduced |
| Walleye Trading LLC | 8,354 | $333.9K | 0.01% | +3,392+68.4% | Added |
| Quadrant Capital Group LLC | 8,373 | $334.7K | 0.02% | +69+0.8% | Added |
| Penserra Capital Management LLC | 8,665 | $346.0K | 0.01% | +1,035+13.6% | Added |
| B&L Asset Management LLC | 8,778 | $350.9K | 0.22% | +8,778 | New |
| Prudential PLC | 8,793 | $351.5K | 0.00% | +8,793 | New |
| nVerses Capital, LLC | 8,900 | $355.7K | 0.16% | +5,500+161.8% | Added |
| Alps Advisors Inc | 8,980 | $358.9K | 0.00% | +1,362+17.9% | Added |
| Park Avenue Securities LLC | 8,995 | $360.0K | 0.00% | −3,724−29.3% | Reduced |
| Bridgefront Capital, LLC | 9,386 | $375.2K | 0.14% | +9,386 | New |
| Legacy Capital Wealth Partners, LLC | 9,498 | $379.6K | 0.08% | +9,498 | New |
| Verdence Capital Advisors LLC | 9,523 | $380.6K | 0.03% | −62,314−86.7% | Reduced |
| Systematic Financial Management LP | 9,641 | $385.4K | 0.01% | +9,641 | New |
| Aristeia Capital LLC | 9,849 | $393.7K | 0.01% | +9,849 | New |
| Mirae Asset Global Investments Co., Ltd. | 9,961 | $396.5K | 0.00% | −3,092−23.7% | Reduced |
| AdvisorShares Investments LLC | 10,032 | $401.0K | 0.08% | +664+7.1% | Added |
| First National Advisers, LLC | 10,165 | $406.3K | 0.06% | +2,087+25.8% | Added |
| Quantedge Capital Pte Ltd | 10,300 | $411.7K | 0.12% | −64,000−86.1% | Reduced |
| Guggenheim Capital LLC | 10,827 | $432.8K | 0.00% | −7,340−40.4% | Reduced |
| Miller Howard Investments Inc | 10,895 | $435.5K | 0.01% | +5,582+105.1% | Added |
| DGS Capital Management, LLC | 10,910 | $436.1K | 0.12% | +5,119+88.4% | Added |
| Petrus Trust Company, LTA | 10,962 | $438.2K | 0.04% | +6,037+122.6% | Added |
| Toroso Investments, LLC | 11,123 | $444.6K | 0.00% | +11,123 | New |
| Kestra Advisory Services, LLC | 11,161 | $446.1K | 0.00% | +100+0.9% | Added |
| Texas Yale Capital Corp. | 11,169 | $446.4K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 11,225 | $448.7K | 0.00% | −25−0.2% | Reduced |
| CWM Advisors, LLC | 11,359 | $454.0K | 0.05% | +2,277+25.1% | Added |
| Meritage Portfolio Management | 11,453 | $458.0K | 0.03% | +965+9.2% | Added |
| Cornercap Investment Counsel Inc | 11,461 | $458.1K | 0.14% | +11,461 | New |
| Envestnet Portfolio Solutions, Inc. | 11,537 | $461.1K | 0.00% | +492+4.5% | Added |
| Ameritas Investment Partners, Inc. | 11,591 | $463.3K | 0.02% | +381+3.4% | Added |
| Bailard, Inc. | 11,609 | $464.0K | 0.01% | +1,909+19.7% | Added |
| Summit Global Investments | 11,773 | $471.0K | 0.03% | −7−0.1% | Reduced |
| HighTower Advisors, LLC | 11,867 | $473.0K | 0.00% | +1,187+11.1% | Added |
| Capital Counsel LLC | 11,905 | $475.8K | 0.02% | −2,500−17.4% | Reduced |
| Martingale Asset Management L P | 12,750 | $509.6K | 0.01% | −1,300−9.3% | Reduced |
| Cornerstone Investment Partners, LLC | 12,874 | $514.6K | 0.03% | −1,148−8.2% | Reduced |
| Convergence Investment Partners, LLC | 13,169 | $526.4K | 0.14% | +13,169 | New |
| Magnetar Financial LLC | 13,806 | $551.8K | 0.01% | +13,806 | New |
| SG Americas Securities, LLC | 13,805 | $552.0K | 0.00% | +9,793+244.1% | Added |
| Paloma Partners Management Co | 13,872 | $554.5K | 0.03% | +13,872 | New |
| Public Employees Retirement Association of Colorado | 14,029 | $561.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,278 | $570.7K | 0.00% | −57,634−80.1% | Reduced |
| AXA S.A. | 14,453 | $577.7K | 0.00% | −36,847−71.8% | Reduced |
| Scientech Research LLC | 14,841 | $593.2K | 0.12% | −5,797−28.1% | Reduced |
| Brinker Capital Investments, LLC | 14,849 | $593.5K | 0.01% | −13,353−47.3% | Reduced |
| Orion Portfolio Solutions, LLC | 14,849 | $593.5K | 0.01% | −13,353−47.3% | Reduced |
| Moody National Bank Trust Division | 15,000 | $599.5K | 0.06% | 00.0% | Unchanged |
| Henshaw Capital LLC | 15,327 | $612.6K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 15,633 | $624.9K | 0.06% | +15,633 | New |
| Sterling Capital Management LLC | 16,282 | $650.8K | 0.01% | +16,282 | New |
| Pictet Asset Management Holding SA | 16,306 | $651.5K | 0.00% | +1,564+10.6% | Added |
| Sippican Capital Advisors | 16,900 | $675.5K | 0.47% | −25−0.1% | Reduced |
| Mutual of America Capital Management LLC | 17,209 | $687.8K | 0.01% | −1,699−9.0% | Reduced |
| Vident Advisory, LLC | 18,015 | $720.1K | 0.02% | +1,552+9.4% | Added |
| Diversified Trust Co | 18,687 | $746.9K | 0.02% | +593+3.3% | Added |
| Wakefield Asset Management LLLP | 18,859 | $753.8K | 0.25% | −255−1.3% | Reduced |
| Natixis | 19,900 | $795.4K | 0.00% | +19,900 | New |
| RSM US Wealth Management LLC | 19,525 | $807.0K | 0.01% | +1,367+7.5% | Added |
| Pitcairn Co | 21,046 | $841.2K | 0.05% | +4,734+29.0% | Added |