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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 80,353 | $3.21M | 0.00% | +17,626+28.1% | Added |
| Nisa Investment Advisors, LLC | 83,462 | $3.34M | 0.02% | −1,664−2.0% | Reduced |
| Gotham Asset Management, LLC | 85,984 | $3.44M | 0.04% | +68,623+395.3% | Added |
| Public Employees Retirement System of Ohio | 88,344 | $3.53M | 0.02% | −7,366−7.7% | Reduced |
| Schroder Investment Management Group | 89,820 | $3.58M | 0.00% | +2,106+2.4% | Added |
| Aquatic Capital Management LLC | 92,598 | $3.70M | 0.10% | +74,198+403.3% | Added |
| Intech Investment Management LLC | 95,140 | $3.80M | 0.04% | +73,729+344.4% | Added |
| Hillsdale Investment Management Inc. | 97,400 | $3.89M | 0.30% | +800+0.8% | Added |
| Moody Aldrich Partners LLC | 100,685 | $4.02M | 0.73% | +100,685 | New |
| Victory Capital Management Inc | 102,324 | $4.09M | 0.00% | +23,831+30.4% | Added |
| Colony Group, LLC | 102,616 | $4.10M | 0.01% | −2,928−2.8% | Reduced |
| Teacher Retirement System of Texas | 105,190 | $4.20M | 0.02% | +58,504+125.3% | Added |
| Royal Bank of Canada | 106,648 | $4.26M | 0.00% | +32,962+44.7% | Added |
| Illinois Municipal Retirement Fund | 107,974 | $4.32M | 0.06% | +12,730+13.4% | Added |
| Two Sigma Advisers, LP | 109,500 | $4.38M | 0.01% | −10,500−8.8% | Reduced |
| California State Teachers Retirement System | 109,700 | $4.38M | 0.01% | −3,974−3.5% | Reduced |
| Comerica Bank | 109,802 | $4.39M | 0.02% | +123+0.1% | Added |
| Congress Wealth Management LLC | 110,773 | $4.43M | 0.06% | +2,360+2.2% | Added |
| Great West Life Assurance Co | 113,409 | $4.53M | 0.01% | −6,378−5.3% | Reduced |
| CoreCommodity Management, LLC | 123,414 | $4.93M | 0.91% | +118,198+2,266.1% | Added |
| Segall Bryant & Hamill, LLC | 123,698 | $4.94M | 0.07% | +4,108+3.4% | Added |
| LSV Asset Management | 123,800 | $4.95M | 0.01% | +24,900+25.2% | Added |
| Raymond James & Associates | 125,169 | $5.00M | 0.00% | −34,437−21.6% | Reduced |
| Peregrine Capital Management LLC | 128,145 | $5.12M | 0.15% | −22,911−15.2% | Reduced |
| Russell Investments Group, Ltd. | 128,181 | $5.12M | 0.01% | +38,028+42.2% | Added |
| AQR Capital Management LLC | 131,748 | $5.27M | 0.01% | +70,923+116.6% | Added |
| Brandywine Global Investment Management, LLC | 120,972 | $5.40M | 0.04% | +91,889+316.0% | Added |
| Franklin Resources Inc | 121,025 | $5.40M | 0.00% | −66,225−35.4% | Reduced |
| Mariner, LLC | 139,727 | $5.58M | 0.01% | −4,403−3.1% | Reduced |
| UBS Group AG | 140,101 | $5.60M | 0.00% | +17,229+14.0% | Added |
| Alliancebernstein L.P. | 141,137 | $5.64M | 0.00% | −10,280−6.8% | Reduced |
| F/M Investments LLC | 141,440 | $5.65M | 0.19% | +33,286+30.8% | Added |
| Hodges Capital Management Inc. | 143,649 | $5.74M | 0.37% | −4,585−3.1% | Reduced |
| RE Advisers Corp | 147,400 | $5.89M | 0.14% | −5,900−3.8% | Reduced |
| Rafferty Asset Management, LLC | 149,555 | $5.98M | 0.02% | +25,172+20.2% | Added |
| Squarepoint Ops LLC | 153,328 | $6.13M | 0.02% | +139,872+1,039.5% | Added |
| Evoke Wealth, LLC | 157,961 | $6.31M | 0.17% | +157,961 | New |
| Foundry Partners, LLC | 162,160 | $6.48M | 0.32% | +33,486+26.0% | Added |
| Fisher Asset Management, LLC | 165,005 | $6.60M | 0.00% | +24,660+17.6% | Added |
| Algert Global LLC | 172,000 | $6.87M | 0.18% | +160,345+1,375.8% | Added |
| Pekin Hardy Strauss, Inc. | 178,750 | $7.14M | 0.91% | +12,102+7.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 182,605 | $7.30M | 0.02% | −11,793−6.1% | Reduced |
| New York State Teachers Retirement System | 186,832 | $7.47M | 0.02% | +10,243+5.8% | Added |
| Two Sigma Investments, LP | 193,125 | $7.72M | 0.02% | +104,476+117.9% | Added |
| Jane Street Group, LLC | 196,082 | $7.84M | 0.01% | −359,241−64.7% | Reduced |
| Wells Fargo & Company | 196,143 | $7.84M | 0.00% | +1,331+0.7% | Added |
| LSP Investment Advisors, LLC | 198,246 | $7.92M | 4.27% | 00.0% | Unchanged |
| Empowered Funds, LLC | 199,264 | $7.96M | 0.13% | −121,373−37.9% | Reduced |
| First Eagle Investment Management, LLC | 201,303 | $8.05M | 0.02% | +20,300+11.2% | Added |
| California Public Employees Retirement System | 211,071 | $8.44M | 0.01% | −15,155−6.7% | Reduced |
| Royce & Associates LP | 217,879 | $8.71M | 0.08% | +11,153+5.4% | Added |
| Swiss National Bank | 224,700 | $8.98M | 0.01% | −3,100−1.4% | Reduced |
| Thrivent Financial for Lutherans | 226,975 | $9.07M | 0.02% | −5,646−2.4% | Reduced |
| Citigroup Inc | 235,084 | $9.40M | 0.01% | −38,712−14.1% | Reduced |
| Public Sector Pension Investment Board | 242,804 | $9.70M | 0.05% | −10,300−4.1% | Reduced |
| Barclays PLC | 250,218 | $10.0M | 0.00% | +80,343+47.3% | Added |
| Cambria Investment Management, L.P. | 253,075 | $10.1M | 0.61% | −5,537−2.1% | Reduced |
| Millennium Management LLC | 275,885 | $11.0M | 0.01% | −321,659−53.8% | Reduced |
| Kennedy Capital Management, Inc. | 292,906 | $11.7M | 0.26% | +78,651+36.7% | Added |
| Panagora Asset Management Inc | 304,774 | $12.2M | 0.06% | +52,757+20.9% | Added |
| Man Group plc | 320,387 | $12.8M | 0.04% | +295,955+1,211.3% | Added |
| FMR LLC | 339,791 | $13.6M | 0.00% | +2,644+0.8% | Added |
| Legal & General Group Plc | 340,189 | $13.6M | 0.00% | −21,799−6.0% | Reduced |
| Eagle Asset Management Inc | 324,126 | $14.1M | 0.07% | −47,202−12.7% | Reduced |
| Baird Financial Group, Inc. | 356,639 | $14.3M | 0.03% | +24,505+7.4% | Added |
| Diversify Advisory Services, LLC | 338,077 | $14.3M | 0.77% | +27,519+8.9% | Added |
| Balyasny Asset Management LLC | 360,045 | $14.4M | 0.04% | +348,527+3,025.9% | Added |
| D. E. Shaw & Co., Inc. | 381,686 | $15.3M | 0.02% | +213,587+127.1% | Added |
| Rhumbline Advisers | 385,977 | $15.4M | 0.01% | −11,973−3.0% | Reduced |
| Prudential Financial Inc | 388,142 | $15.5M | 0.02% | +159,745+69.9% | Added |
| TownSquare Capital, LLC | 391,107 | $15.6M | 0.19% | +284,665+267.4% | Added |
| Jupiter Asset Management Ltd | 415,715 | $16.6M | 0.15% | −743,773−64.1% | Reduced |
| UBS Asset Management Americas Inc | 421,830 | $16.9M | 0.00% | −25,563−5.7% | Reduced |
| Glenmede Trust Co NA | 432,825 | $17.3M | 0.08% | +10,728+2.5% | Added |
| SEI Investments Co | 439,525 | $17.6M | 0.02% | +134,029+43.9% | Added |
| Mackenzie Financial Corp | 441,941 | $17.7M | 0.02% | +30,838+7.5% | Added |
| Allianz Asset Management GmbH | 462,904 | $18.5M | 0.03% | −173,584−27.3% | Reduced |
| SIR Capital Management, L.P. | 466,254 | $18.6M | 1.81% | +8,400+1.8% | Added |
| Standard Life Aberdeen plc | 466,552 | $18.7M | 0.03% | +28,425+6.5% | Added |
| Federated Hermes, Inc. | 469,789 | $18.8M | 0.04% | +90,129+23.7% | Added |
| Bridgewater Associates, LP | 484,119 | $19.4M | 0.11% | +279,417+136.5% | Added |
| Envestnet Asset Management Inc | 539,616 | $21.6M | 0.01% | −26,483−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 545,586 | $21.8M | 0.03% | −138,865−20.3% | Reduced |
| Tributary Capital Management, LLC | 557,418 | $22.3M | 1.73% | −11,930−2.1% | Reduced |
| Wedge Capital Management L L P | 560,381 | $22.4M | 0.39% | −32,860−5.5% | Reduced |
| Principal Financial Group Inc | 611,121 | $24.4M | 0.01% | −1,679−0.3% | Reduced |
| Citadel Advisors LLC | 631,639 | $25.2M | 0.03% | −1,081,116−63.1% | Reduced |
| Renaissance Technologies LLC | 738,763 | $29.5M | 0.04% | −452,737−38.0% | Reduced |
| Invesco Ltd. | 792,231 | $31.7M | 0.01% | −66,804−7.8% | Reduced |
| Clark Capital Management Group, Inc. | 800,033 | $32.0M | 0.22% | −115,789−12.6% | Reduced |
| Bank of America Corp | 806,577 | $32.2M | 0.00% | −130,206−13.9% | Reduced |
| Assenagon Asset Management S.A. | 818,032 | $32.7M | 0.07% | +782,728+2,217.1% | Added |
| Palisade Capital Management LLC | 850,246 | $34.0M | 0.90% | −92,694−9.8% | Reduced |
| Nuveen Asset Management, LLC | 872,527 | $34.9M | 0.01% | +43,775+5.3% | Added |
| Price T Rowe Associates Inc | 878,134 | $35.1M | 0.00% | −22,865−2.5% | Reduced |
| William Blair Investment Management, LLC | 977,220 | $39.1M | 0.10% | −29,644−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 994,358 | $39.7M | 0.03% | −1,173,666−54.1% | Reduced |
| Aventail Capital Group, LP | 1,015,138 | $40.6M | 2.39% | +1,015,138 | New |
| Ameriprise Financial Inc | 1,089,948 | $43.6M | 0.01% | −87,131−7.4% | Reduced |
| Congress Asset Management Co | 1,090,635 | $43.6M | 0.30% | +61,009+5.9% | Added |