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 |
|---|---|---|---|---|---|
| CoreCommodity Management, LLC | 123,414 | $4.93M | 0.91% | +118,198+2,266.1% | Added |
| Great West Life Assurance Co | 113,409 | $4.53M | 0.01% | −6,378−5.3% | Reduced |
| Congress Wealth Management LLC | 110,773 | $4.43M | 0.06% | +2,360+2.2% | Added |
| Comerica Bank | 109,802 | $4.39M | 0.02% | +123+0.1% | Added |
| California State Teachers Retirement System | 109,700 | $4.38M | 0.01% | −3,974−3.5% | Reduced |
| Two Sigma Advisers, LP | 109,500 | $4.38M | 0.01% | −10,500−8.8% | Reduced |
| Illinois Municipal Retirement Fund | 107,974 | $4.32M | 0.06% | +12,730+13.4% | Added |
| Royal Bank of Canada | 106,648 | $4.26M | 0.00% | +32,962+44.7% | Added |
| Teacher Retirement System of Texas | 105,190 | $4.20M | 0.02% | +58,504+125.3% | Added |
| Colony Group, LLC | 102,616 | $4.10M | 0.01% | −2,928−2.8% | Reduced |
| Victory Capital Management Inc | 102,324 | $4.09M | 0.00% | +23,831+30.4% | Added |
| Moody Aldrich Partners LLC | 100,685 | $4.02M | 0.73% | +100,685 | New |
| Hillsdale Investment Management Inc. | 97,400 | $3.89M | 0.30% | +800+0.8% | Added |
| Intech Investment Management LLC | 95,140 | $3.80M | 0.04% | +73,729+344.4% | Added |
| Aquatic Capital Management LLC | 92,598 | $3.70M | 0.10% | +74,198+403.3% | Added |
| Schroder Investment Management Group | 89,820 | $3.58M | 0.00% | +2,106+2.4% | Added |
| Public Employees Retirement System of Ohio | 88,344 | $3.53M | 0.02% | −7,366−7.7% | Reduced |
| Gotham Asset Management, LLC | 85,984 | $3.44M | 0.04% | +68,623+395.3% | Added |
| Nisa Investment Advisors, LLC | 83,462 | $3.34M | 0.02% | −1,664−2.0% | Reduced |
| Deutsche Bank AG | 80,353 | $3.21M | 0.00% | +17,626+28.1% | Added |
| Voya Investment Management LLC | 78,377 | $3.13M | 0.00% | −1,169−1.5% | Reduced |
| NFJ Investment Group, LLC | 74,479 | $2.98M | 0.09% | +74,479 | New |
| Ethic Inc. | 59,633 | $2.97M | 0.08% | −253−0.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.97M | 1.32% | 00.0% | Unchanged |
| Centric Wealth Management | 65,665 | $2.89M | 0.78% | +3,398+5.5% | Added |
| State of Tennessee, Treasury Department | 70,927 | $2.83M | 0.01% | +7,203+11.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 68,908 | $2.75M | 0.01% | +7,979+13.1% | Added |
| Seven Eight Capital, LP | 67,946 | $2.72M | 0.24% | +56,955+518.2% | Added |
| Susquehanna International Group, LLP | 66,815 | $2.67M | 0.00% | +3,973+6.3% | Added |
| MetLife Investment Management | 65,999 | $2.64M | 0.02% | 00.0% | Unchanged |
| First National Bank of Omaha | 65,804 | $2.63M | 0.17% | +4,534+7.4% | Added |
| Manufacturers Life Insurance Company, The | 65,765 | $2.63M | 0.00% | −1,025−1.5% | Reduced |
| Corebridge Financial, Inc. | 65,677 | $2.63M | 0.01% | −721−1.1% | Reduced |
| Los Angeles Capital Management LLC | 65,421 | $2.61M | 0.01% | +28,920+79.2% | Added |
| State of Alaska, Department of Revenue | 65,294 | $2.61M | 0.03% | −2,246−3.3% | Reduced |
| Danske Bank A/S | 64,384 | $2.57M | 0.01% | +35,182+120.5% | Added |
| 1492 Capital Management LLC | 64,261 | $2.57M | 1.28% | +405+0.6% | Added |
| PEAK6 Investments LLC | 64,005 | $2.56M | 0.13% | +61,829+2,841.4% | 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 |
| Creative Planning | 63,535 | $2.54M | 0.00% | +16,535+35.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,642 | $2.50M | 0.01% | +4,070+6.9% | Added |
| Centiva Capital, LP | 62,031 | $2.48M | 0.11% | +17,063+37.9% | Added |
| TD Asset Management Inc | 62,100 | $2.47M | 0.00% | +19,800+46.8% | Added |
| Qube Research & Technologies Ltd | 60,477 | $2.42M | 0.00% | +60,477 | New |
| PDT Partners, LLC | 60,292 | $2.41M | 0.21% | −14,336−19.2% | Reduced |
| Mercer Global Advisors Inc | 58,019 | $2.40M | 0.01% | +699+1.2% | Added |
| Ensign Peak Advisors, Inc | 59,566 | $2.38M | 0.00% | +5,985+11.2% | Added |
| Neo Ivy Capital Management | 59,426 | $2.38M | 0.77% | +59,426 | New |
| Connors Investor Services Inc | 57,439 | $2.30M | 0.22% | −1,965−3.3% | Reduced |
| Louisiana State Employees Retirement System | 55,300 | $2.21M | 0.04% | −2,600−4.5% | Reduced |
| Janus Henderson Group PLC | 53,810 | $2.15M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 53,704 | $2.15M | 0.00% | +1,454+2.8% | Added |
| Edgestream Partners, L.P. | 48,297 | $1.93M | 0.08% | +12,561+35.1% | Added |
| Insight Wealth Strategies, LLC | 48,283 | $1.93M | 0.25% | +1,784+3.8% | Added |
| Cerity Partners LLC | 48,119 | $1.92M | 0.00% | +4,471+10.2% | Added |
| Walleye Capital LLC | 47,242 | $1.89M | 0.02% | +9,399+24.8% | Added |
| CSS LLC | 46,332 | $1.85M | 0.11% | +11,934+34.7% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.84M | 0.29% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 45,636 | $1.82M | 0.02% | −1,719−3.6% | Reduced |
| Stratos Wealth Advisors, LLC | 42,777 | $1.71M | 0.08% | +42,777 | New |
| State of New Jersey Common Pension Fund D | 42,249 | $1.69M | 0.01% | +752+1.8% | Added |
| Pathstone Holdings, LLC | 41,828 | $1.67M | 0.01% | +3,395+8.8% | Added |
| State of Wisconsin Investment Board | 41,170 | $1.65M | 0.00% | +6,625+19.2% | Added |
| Natixis Advisors, L.P. | 40,942 | $1.64M | 0.00% | −13,770−25.2% | Reduced |
| De Lisle Partners LLP | 40,000 | $1.60M | 0.26% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.59M | 0.01% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 39,133 | $1.56M | 0.03% | +9,954+34.1% | Added |
| TCI Wealth Advisors, Inc. | 38,898 | $1.55M | 0.13% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 38,638 | $1.54M | 0.03% | −1,470−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 38,430 | $1.54M | 0.00% | +27,291+245.0% | Added |
| Sanctuary Advisors, LLC | 33,173 | $1.53M | 0.01% | +1,774+5.6% | Added |
| Brevan Howard Capital Management LP | 37,054 | $1.48M | 0.07% | −16,000−30.2% | Reduced |
| CBOE Vest Financial, LLC | 35,726 | $1.43M | 0.03% | +12,887+56.4% | Added |
| Waldron Private Wealth LLC | 35,521 | $1.42M | 0.06% | +50.0% | Added |
| Boston Partners | 34,453 | $1.38M | 0.00% | −768−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 34,217 | $1.37M | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 34,190 | $1.37M | 0.67% | +5,000+17.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,102 | $1.36M | 0.00% | +6,667+24.3% | Added |
| Amalgamated Bank | 33,636 | $1.34M | 0.01% | −1,544−4.4% | Reduced |
| Arizona State Retirement System | 33,124 | $1.32M | 0.01% | +721+2.2% | Added |
| Dana Investment Advisors, Inc. | 32,836 | $1.31M | 0.04% | +32,836 | New |
| Everence Capital Management Inc | 31,610 | $1.26M | 0.08% | +8,640+37.6% | Added |
| Verition Fund Management LLC | 31,048 | $1.24M | 0.01% | +19,282+163.9% | Added |
| Bank of Montreal | 30,668 | $1.22M | 0.00% | −50−0.2% | Reduced |
| JustInvest LLC | 30,151 | $1.21M | 0.02% | +3,733+14.1% | Added |
| Ellevest, Inc. | 29,313 | $1.17M | 0.06% | −2,109−6.7% | Reduced |
| Sherbrooke Park Advisers LLC | 28,859 | $1.15M | 0.26% | +28,859 | New |
| Cresset Asset Management, LLC | 28,792 | $1.15M | 0.00% | +2,801+10.8% | Added |
| Caxton Associates LP | 27,517 | $1.10M | 0.05% | −43,373−61.2% | Reduced |
| Winton Group Ltd | 27,499 | $1.10M | 0.08% | +27,499 | New |
| Cetera Investment Advisers | 27,421 | $1.10M | 0.00% | +3,389+14.1% | Added |
| Oregon Public Employees Retirement Fund | 26,951 | $1.08M | 0.02% | −954−3.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 26,757 | $1.07M | 0.32% | +5,960+28.7% | Added |
| LPL Financial LLC | 26,193 | $1.05M | 0.00% | −519−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 26,002 | $1.04M | 0.02% | +26,002 | New |
| Trust Point Inc. | 25,877 | $1.03M | 0.08% | −983−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 25,843 | $1.03M | 0.00% | −8,485−24.7% | Reduced |
| Stifel Financial Corp | 25,697 | $1.03M | 0.00% | +7,660+42.5% | Added |
| Twin Tree Management, LP | 25,634 | $1.02M | 0.02% | +25,634 | New |