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 |
|---|---|---|---|---|---|
| Channing Capital Management, LLC | 1,098,259 | $43.9M | 1.12% | +16,478+1.5% | Added |
| Bank of New York Mellon Corp | 1,209,033 | $48.3M | 0.01% | −126,591−9.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,223,038 | $48.9M | 0.01% | +22,152+1.8% | Added |
| Frontier Capital Management Co LLC | 1,225,465 | $49.0M | 0.46% | +18,651+1.5% | Added |
| Northern Trust Corp | 1,309,255 | $52.3M | 0.01% | −6100.0% | Reduced |
| Morgan Stanley | 1,373,567 | $54.9M | 0.00% | +292,485+27.1% | Added |
| Voloridge Investment Management, LLC | 1,424,827 | $57.0M | 0.21% | +1,052,347+282.5% | Added |
| Goldman Sachs Group Inc | 1,438,057 | $57.5M | 0.01% | −207,743−12.6% | Reduced |
| River Road Asset Management, LLC | 1,792,573 | $71.6M | 0.94% | +12,669+0.7% | Added |
| First Trust Advisors LP | 1,915,352 | $76.6M | 0.07% | +584,961+44.0% | Added |
| Macquarie Group Ltd | 2,001,146 | $80.0M | 0.09% | −241,626−10.8% | Reduced |
| Westwood Holdings Group Inc. | 2,076,000 | $83.0M | 0.35% | +366,073+21.4% | Added |
| Geode Capital Management, LLC | 2,693,372 | $107.7M | 0.01% | +29,911+1.1% | Added |
| American Century Companies Inc | 3,385,492 | $135.3M | 0.08% | +1,024,343+43.4% | Added |
| JPMorgan Chase & Co | 3,796,326 | $151.7M | 0.01% | −414,296−9.8% | Reduced |
| Pacer Advisors, Inc. | 4,463,443 | $178.4M | 0.38% | +4,459,793+122,186.1% | Added |
| State Street Corp | 6,287,815 | $251.3M | 0.01% | +114,664+1.9% | Added |
| Dimensional Fund Advisors LP | 6,536,728 | $261.3M | 0.06% | +194,853+3.1% | Added |
| Vanguard Group Inc | 15,167,824 | $606.3M | 0.01% | +824,357+5.7% | Added |
| BlackRock, Inc. | 17,929,228 | $716.6M | 0.02% | +17,929,228 | New |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,566,857−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −525,061−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −326,568−100.0% | Sold out |
| Oslo Asset Management AS | 0 | $0 | 0.00% | −290,108−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −267,176−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −202,697−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −126,427−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −107,501−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −95,962−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −81,474−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −52,156−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −40,935−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −36,657−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −34,673−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33,411−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −30,143−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −28,220−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −26,020−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,746−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −25,627−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,514−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,625−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,841−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,250−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −11,902−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −10,748−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,503−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −10,422−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −6,826−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −6,334−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,121−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −5,411−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −5,319−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −5,234−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,013−100.0% | Sold out |
| Auxier Asset Management | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,701−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |