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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 21,134 | $844.7K | 0.00% | +1,943+10.1% | Added |
| Dynamic Technology Lab Private Ltd | 21,971 | $878.0K | 0.09% | −65,407−74.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,232 | $888.6K | 0.05% | +22,232 | New |
| Janney Montgomery Scott LLC | 22,357 | $894.0K | 0.00% | +13,215+144.6% | Added |
| Lazard Asset Management LLC | 22,550 | $900.0K | 0.00% | −258−1.1% | Reduced |
| Azzad Asset Management Inc | 22,613 | $903.8K | 0.10% | −814−3.5% | Reduced |
| Atria Investments LLC | 22,916 | $916.0K | 0.01% | +961+4.4% | Added |
| HSBC Holdings PLC | 23,368 | $934.1K | 0.00% | −26,847−53.5% | Reduced |
| Exchange Traded Concepts, LLC | 23,530 | $940.5K | 0.02% | +3,514+17.6% | Added |
| ClariVest Asset Management LLC | 21,765 | $940.9K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 23,613 | $944.0K | 0.03% | +12,300+108.7% | Added |
| CX Institutional | 23,718 | $948.0K | 0.04% | +2,103+9.7% | Added |
| ProShare Advisors LLC | 23,871 | $954.1K | 0.00% | +6,043+33.9% | Added |
| Empirical Finance, LLC | 24,134 | $964.6K | 0.06% | +95+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 24,372 | $974.1K | 0.07% | +24,372 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,457 | $977.5K | 0.01% | −331−1.3% | Reduced |
| Blackstone Group Inc. | 25,371 | $1.01M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 25,396 | $1.02M | 0.04% | +25,396 | New |
| CI Private Wealth, LLC | 25,514 | $1.02M | 0.00% | −5,305−17.2% | Reduced |
| STRS Ohio | 25,600 | $1.02M | 0.00% | +3,800+17.4% | Added |
| Twin Tree Management, LP | 25,634 | $1.02M | 0.02% | +25,634 | New |
| Stifel Financial Corp | 25,697 | $1.03M | 0.00% | +7,660+42.5% | Added |
| Advisor Group Holdings, Inc. | 25,843 | $1.03M | 0.00% | −8,485−24.7% | Reduced |
| Trust Point Inc. | 25,877 | $1.03M | 0.08% | −983−3.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 26,002 | $1.04M | 0.02% | +26,002 | New |
| LPL Financial LLC | 26,193 | $1.05M | 0.00% | −519−1.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 26,757 | $1.07M | 0.32% | +5,960+28.7% | Added |
| Oregon Public Employees Retirement Fund | 26,951 | $1.08M | 0.02% | −954−3.4% | Reduced |
| Cetera Investment Advisers | 27,421 | $1.10M | 0.00% | +3,389+14.1% | Added |
| Winton Group Ltd | 27,499 | $1.10M | 0.08% | +27,499 | New |
| Caxton Associates LP | 27,517 | $1.10M | 0.05% | −43,373−61.2% | Reduced |
| Cresset Asset Management, LLC | 28,792 | $1.15M | 0.00% | +2,801+10.8% | Added |
| Sherbrooke Park Advisers LLC | 28,859 | $1.15M | 0.26% | +28,859 | New |
| Ellevest, Inc. | 29,313 | $1.17M | 0.06% | −2,109−6.7% | Reduced |
| JustInvest LLC | 30,151 | $1.21M | 0.02% | +3,733+14.1% | Added |
| Bank of Montreal | 30,668 | $1.22M | 0.00% | −50−0.2% | Reduced |
| Verition Fund Management LLC | 31,048 | $1.24M | 0.01% | +19,282+163.9% | Added |
| Everence Capital Management Inc | 31,610 | $1.26M | 0.08% | +8,640+37.6% | Added |
| Dana Investment Advisors, Inc. | 32,836 | $1.31M | 0.04% | +32,836 | New |
| Arizona State Retirement System | 33,124 | $1.32M | 0.01% | +721+2.2% | Added |
| Amalgamated Bank | 33,636 | $1.34M | 0.01% | −1,544−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,102 | $1.36M | 0.00% | +6,667+24.3% | Added |
| Ironwood Investment Management LLC | 34,190 | $1.37M | 0.67% | +5,000+17.1% | Added |
| State Board of Administration of Florida Retirement System | 34,217 | $1.37M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 34,453 | $1.38M | 0.00% | −768−2.2% | Reduced |
| Waldron Private Wealth LLC | 35,521 | $1.42M | 0.06% | +50.0% | Added |
| CBOE Vest Financial, LLC | 35,726 | $1.43M | 0.03% | +12,887+56.4% | Added |
| Brevan Howard Capital Management LP | 37,054 | $1.48M | 0.07% | −16,000−30.2% | Reduced |
| Sanctuary Advisors, LLC | 33,173 | $1.53M | 0.01% | +1,774+5.6% | Added |
| BNP Paribas Arbitrage, SA | 38,430 | $1.54M | 0.00% | +27,291+245.0% | Added |
| Maryland State Retirement & Pension System | 38,638 | $1.54M | 0.03% | −1,470−3.7% | Reduced |
| TCI Wealth Advisors, Inc. | 38,898 | $1.55M | 0.13% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 39,133 | $1.56M | 0.03% | +9,954+34.1% | Added |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.59M | 0.01% | 00.0% | Unchanged |
| De Lisle Partners LLP | 40,000 | $1.60M | 0.26% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 40,942 | $1.64M | 0.00% | −13,770−25.2% | Reduced |
| State of Wisconsin Investment Board | 41,170 | $1.65M | 0.00% | +6,625+19.2% | Added |
| Pathstone Holdings, LLC | 41,828 | $1.67M | 0.01% | +3,395+8.8% | Added |
| State of New Jersey Common Pension Fund D | 42,249 | $1.69M | 0.01% | +752+1.8% | Added |
| Stratos Wealth Advisors, LLC | 42,777 | $1.71M | 0.08% | +42,777 | New |
| Yousif Capital Management, LLC | 45,636 | $1.82M | 0.02% | −1,719−3.6% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.84M | 0.29% | 00.0% | Unchanged |
| CSS LLC | 46,332 | $1.85M | 0.11% | +11,934+34.7% | Added |
| Walleye Capital LLC | 47,242 | $1.89M | 0.02% | +9,399+24.8% | Added |
| Cerity Partners LLC | 48,119 | $1.92M | 0.00% | +4,471+10.2% | Added |
| Insight Wealth Strategies, LLC | 48,283 | $1.93M | 0.25% | +1,784+3.8% | Added |
| Edgestream Partners, L.P. | 48,297 | $1.93M | 0.08% | +12,561+35.1% | Added |
| US Bancorp | 53,704 | $2.15M | 0.00% | +1,454+2.8% | Added |
| Janus Henderson Group PLC | 53,810 | $2.15M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 55,300 | $2.21M | 0.04% | −2,600−4.5% | Reduced |
| Connors Investor Services Inc | 57,439 | $2.30M | 0.22% | −1,965−3.3% | Reduced |
| Neo Ivy Capital Management | 59,426 | $2.38M | 0.77% | +59,426 | New |
| Ensign Peak Advisors, Inc | 59,566 | $2.38M | 0.00% | +5,985+11.2% | Added |
| Mercer Global Advisors Inc | 58,019 | $2.40M | 0.01% | +699+1.2% | Added |
| PDT Partners, LLC | 60,292 | $2.41M | 0.21% | −14,336−19.2% | Reduced |
| Qube Research & Technologies Ltd | 60,477 | $2.42M | 0.00% | +60,477 | New |
| TD Asset Management Inc | 62,100 | $2.47M | 0.00% | +19,800+46.8% | Added |
| Centiva Capital, LP | 62,031 | $2.48M | 0.11% | +17,063+37.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,642 | $2.50M | 0.01% | +4,070+6.9% | Added |
| Creative Planning | 63,535 | $2.54M | 0.00% | +16,535+35.2% | Added |
| Adams Wealth Management | 63,565 | $2.54M | 0.55% | +7,798+14.0% | Added |
| CacheTech Inc. | 63,565 | $2.54M | 0.55% | +7,798+14.0% | Added |
| PEAK6 Investments LLC | 64,005 | $2.56M | 0.13% | +61,829+2,841.4% | Added |
| 1492 Capital Management LLC | 64,261 | $2.57M | 1.28% | +405+0.6% | Added |
| Danske Bank A/S | 64,384 | $2.57M | 0.01% | +35,182+120.5% | Added |
| State of Alaska, Department of Revenue | 65,294 | $2.61M | 0.03% | −2,246−3.3% | Reduced |
| Los Angeles Capital Management LLC | 65,421 | $2.61M | 0.01% | +28,920+79.2% | Added |
| Corebridge Financial, Inc. | 65,677 | $2.63M | 0.01% | −721−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 65,765 | $2.63M | 0.00% | −1,025−1.5% | Reduced |
| First National Bank of Omaha | 65,804 | $2.63M | 0.17% | +4,534+7.4% | Added |
| MetLife Investment Management | 65,999 | $2.64M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 66,815 | $2.67M | 0.00% | +3,973+6.3% | Added |
| Seven Eight Capital, LP | 67,946 | $2.72M | 0.24% | +56,955+518.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 68,908 | $2.75M | 0.01% | +7,979+13.1% | Added |
| State of Tennessee, Treasury Department | 70,927 | $2.83M | 0.01% | +7,203+11.3% | Added |
| Centric Wealth Management | 65,665 | $2.89M | 0.78% | +3,398+5.5% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.97M | 1.32% | 00.0% | Unchanged |
| Ethic Inc. | 59,633 | $2.97M | 0.08% | −253−0.4% | Reduced |
| NFJ Investment Group, LLC | 74,479 | $2.98M | 0.09% | +74,479 | New |
| Voya Investment Management LLC | 78,377 | $3.13M | 0.00% | −1,169−1.5% | Reduced |