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 |
|---|---|---|---|---|---|
| STRS Ohio | 25,600 | $1.02M | 0.00% | +3,800+17.4% | Added |
| CI Private Wealth, LLC | 25,514 | $1.02M | 0.00% | −5,305−17.2% | Reduced |
| Quantbot Technologies LP | 25,396 | $1.02M | 0.04% | +25,396 | New |
| Blackstone Group Inc. | 25,371 | $1.01M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,457 | $977.5K | 0.01% | −331−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,372 | $974.1K | 0.07% | +24,372 | New |
| Empirical Finance, LLC | 24,134 | $964.6K | 0.06% | +95+0.4% | Added |
| ProShare Advisors LLC | 23,871 | $954.1K | 0.00% | +6,043+33.9% | Added |
| CX Institutional | 23,718 | $948.0K | 0.04% | +2,103+9.7% | Added |
| Vestcor Inc | 23,613 | $944.0K | 0.03% | +12,300+108.7% | Added |
| ClariVest Asset Management LLC | 21,765 | $940.9K | 0.10% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 23,530 | $940.5K | 0.02% | +3,514+17.6% | Added |
| HSBC Holdings PLC | 23,368 | $934.1K | 0.00% | −26,847−53.5% | Reduced |
| Atria Investments LLC | 22,916 | $916.0K | 0.01% | +961+4.4% | Added |
| Azzad Asset Management Inc | 22,613 | $903.8K | 0.10% | −814−3.5% | Reduced |
| Lazard Asset Management LLC | 22,550 | $900.0K | 0.00% | −258−1.1% | Reduced |
| Janney Montgomery Scott LLC | 22,357 | $894.0K | 0.00% | +13,215+144.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,232 | $888.6K | 0.05% | +22,232 | New |
| Dynamic Technology Lab Private Ltd | 21,971 | $878.0K | 0.09% | −65,407−74.9% | Reduced |
| The PNC Financial Services Group, Inc. | 21,134 | $844.7K | 0.00% | +1,943+10.1% | Added |
| Pitcairn Co | 21,046 | $841.2K | 0.05% | +4,734+29.0% | Added |
| RSM US Wealth Management LLC | 19,525 | $807.0K | 0.01% | +1,367+7.5% | Added |
| Natixis | 19,900 | $795.4K | 0.00% | +19,900 | New |
| Wakefield Asset Management LLLP | 18,859 | $753.8K | 0.25% | −255−1.3% | Reduced |
| Diversified Trust Co | 18,687 | $746.9K | 0.02% | +593+3.3% | Added |
| Vident Advisory, LLC | 18,015 | $720.1K | 0.02% | +1,552+9.4% | Added |
| Mutual of America Capital Management LLC | 17,209 | $687.8K | 0.01% | −1,699−9.0% | Reduced |
| Sippican Capital Advisors | 16,900 | $675.5K | 0.47% | −25−0.1% | Reduced |
| Pictet Asset Management Holding SA | 16,306 | $651.5K | 0.00% | +1,564+10.6% | Added |
| Sterling Capital Management LLC | 16,282 | $650.8K | 0.01% | +16,282 | New |
| Quest Partners LLC | 15,633 | $624.9K | 0.06% | +15,633 | New |
| Henshaw Capital LLC | 15,327 | $612.6K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,000 | $599.5K | 0.06% | 00.0% | Unchanged |
| 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 |
| Scientech Research LLC | 14,841 | $593.2K | 0.12% | −5,797−28.1% | Reduced |
| AXA S.A. | 14,453 | $577.7K | 0.00% | −36,847−71.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,278 | $570.7K | 0.00% | −57,634−80.1% | Reduced |
| Public Employees Retirement Association of Colorado | 14,029 | $561.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 13,872 | $554.5K | 0.03% | +13,872 | New |
| SG Americas Securities, LLC | 13,805 | $552.0K | 0.00% | +9,793+244.1% | Added |
| Magnetar Financial LLC | 13,806 | $551.8K | 0.01% | +13,806 | New |
| Convergence Investment Partners, LLC | 13,169 | $526.4K | 0.14% | +13,169 | New |
| Cornerstone Investment Partners, LLC | 12,874 | $514.6K | 0.03% | −1,148−8.2% | Reduced |
| Martingale Asset Management L P | 12,750 | $509.6K | 0.01% | −1,300−9.3% | Reduced |
| Capital Counsel LLC | 11,905 | $475.8K | 0.02% | −2,500−17.4% | Reduced |
| HighTower Advisors, LLC | 11,867 | $473.0K | 0.00% | +1,187+11.1% | Added |
| Summit Global Investments | 11,773 | $471.0K | 0.03% | −7−0.1% | Reduced |
| Bailard, Inc. | 11,609 | $464.0K | 0.01% | +1,909+19.7% | Added |
| Ameritas Investment Partners, Inc. | 11,591 | $463.3K | 0.02% | +381+3.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,537 | $461.1K | 0.00% | +492+4.5% | Added |
| Cornercap Investment Counsel Inc | 11,461 | $458.1K | 0.14% | +11,461 | New |
| Meritage Portfolio Management | 11,453 | $458.0K | 0.03% | +965+9.2% | Added |
| CWM Advisors, LLC | 11,359 | $454.0K | 0.05% | +2,277+25.1% | Added |
| Blair William & Co | 11,225 | $448.7K | 0.00% | −25−0.2% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $446.4K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,161 | $446.1K | 0.00% | +100+0.9% | Added |
| Toroso Investments, LLC | 11,123 | $444.6K | 0.00% | +11,123 | New |
| Petrus Trust Company, LTA | 10,962 | $438.2K | 0.04% | +6,037+122.6% | Added |
| DGS Capital Management, LLC | 10,910 | $436.1K | 0.12% | +5,119+88.4% | Added |
| Miller Howard Investments Inc | 10,895 | $435.5K | 0.01% | +5,582+105.1% | Added |
| Guggenheim Capital LLC | 10,827 | $432.8K | 0.00% | −7,340−40.4% | Reduced |
| Quantedge Capital Pte Ltd | 10,300 | $411.7K | 0.12% | −64,000−86.1% | Reduced |
| First National Advisers, LLC | 10,165 | $406.3K | 0.06% | +2,087+25.8% | Added |
| AdvisorShares Investments LLC | 10,032 | $401.0K | 0.08% | +664+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,961 | $396.5K | 0.00% | −3,092−23.7% | Reduced |
| Aristeia Capital LLC | 9,849 | $393.7K | 0.01% | +9,849 | New |
| Systematic Financial Management LP | 9,641 | $385.4K | 0.01% | +9,641 | New |
| Verdence Capital Advisors LLC | 9,523 | $380.6K | 0.03% | −62,314−86.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,498 | $379.6K | 0.08% | +9,498 | New |
| Bridgefront Capital, LLC | 9,386 | $375.2K | 0.14% | +9,386 | New |
| Park Avenue Securities LLC | 8,995 | $360.0K | 0.00% | −3,724−29.3% | Reduced |
| Alps Advisors Inc | 8,980 | $358.9K | 0.00% | +1,362+17.9% | Added |
| nVerses Capital, LLC | 8,900 | $355.7K | 0.16% | +5,500+161.8% | Added |
| Prudential PLC | 8,793 | $351.5K | 0.00% | +8,793 | New |
| B&L Asset Management LLC | 8,778 | $350.9K | 0.22% | +8,778 | New |
| Penserra Capital Management LLC | 8,665 | $346.0K | 0.01% | +1,035+13.6% | Added |
| Quadrant Capital Group LLC | 8,373 | $334.7K | 0.02% | +69+0.8% | Added |
| Walleye Trading LLC | 8,354 | $333.9K | 0.01% | +3,392+68.4% | Added |
| MML Investors Services, LLC | 8,011 | $320.0K | 0.00% | −487−5.7% | Reduced |
| Lee Financial Co | 8,000 | $319.8K | 0.05% | +8,000 | New |
| Xponance, Inc. | 7,949 | $317.7K | 0.00% | −244−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,932 | $317.0K | 0.00% | +127+1.6% | Added |
| Gallacher Capital Management LLC | 7,856 | $314.0K | 0.14% | +7,856 | New |
| Wealth Enhancement Advisory Services, LLC | 7,773 | $310.7K | 0.00% | +7,773 | New |
| Evergreen Capital Management LLC | 7,752 | $309.8K | 0.01% | +2,348+43.4% | Added |
| King Luther Capital Management Corp | 7,704 | $307.9K | 0.00% | +2,400+45.2% | Added |
| Shell Asset Management Co | 7,611 | $304.0K | 0.01% | +7,611 | New |
| Cim Investment Mangement Inc | 7,581 | $303.0K | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,424 | $297.0K | 0.01% | −49−0.7% | Reduced |
| CAPROCK Group, Inc. | 7,355 | $294.0K | 0.01% | +26+0.4% | Added |
| ClearAlpha Technologies LP | 7,282 | $291.1K | 0.12% | −387−5.0% | Reduced |
| Stonehearth Capital Management, LLC | 7,210 | $288.2K | 0.11% | +7,210 | New |
| GAMMA Investing LLC | 7,062 | $282.3K | 0.03% | +505+7.7% | Added |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 6,938 | $277.3K | 0.00% | +6,938 | New |
| O'Shaughnessy Asset Management, LLC | 6,184 | $275.9K | 0.00% | −532−7.9% | Reduced |
| QRG Capital Management, Inc. | 6,746 | $269.6K | 0.00% | +590+9.6% | Added |
| Gibbs Wealth Management | 6,736 | $269.2K | 0.09% | +1,138+20.3% | Added |