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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 6,619 | $264.5K | 0.01% | +6,619 | New |
| Tocqueville Asset Management L.P. | 6,500 | $259.8K | 0.00% | −4,270−39.6% | Reduced |
| National Bank of Canada | 6,483 | $259.1K | 0.00% | +6,483 | New |
| Jump Financial, LLC | 6,367 | $254.5K | 0.01% | −115,965−94.8% | Reduced |
| CIBC Private Wealth Group, LLC | 6,324 | $252.8K | 0.00% | +675+11.9% | Added |
| Quantinno Capital Management LP | 6,316 | $252.5K | 0.00% | +6,316 | New |
| CFM Wealth Partners LLC | 6,277 | $250.9K | 0.04% | −1,932−23.5% | Reduced |
| Profund Advisors LLC | 6,101 | $243.9K | 0.01% | +21+0.3% | Added |
| Neuberger Berman Group LLC | 6,072 | $242.7K | 0.00% | −3,328−35.4% | Reduced |
| Sequoia Financial Advisors, LLC | 5,843 | $233.5K | 0.00% | +380+7.0% | Added |
| CIBC World Markets Inc. | 5,778 | $231.0K | 0.00% | +5,778 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $227.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5,537 | $221.3K | 0.02% | +5,537 | New |
| Heritage Family Offices, LLP | 5,511 | $220.3K | 0.11% | −365−6.2% | Reduced |
| Truist Financial Corp | 5,377 | $214.9K | 0.00% | −47,733−89.9% | Reduced |
| Acadian Asset Management LLC | 5,313 | $212.0K | 0.00% | +5,313 | New |
| Inspire Advisors, LLC | 5,186 | $207.3K | 0.03% | +5,186 | New |
| Zacks Investment Management | 5,157 | $206.1K | 0.00% | +5,157 | New |
| Aaron Wealth Advisors | 5,117 | $204.5K | 0.02% | +83+1.6% | Added |
| Portside Wealth Group, LLC | 5,004 | $200.0K | 0.03% | +5,004 | New |
| IFP Advisors, Inc | 4,587 | $183.4K | 0.01% | +3,836+510.8% | Added |
| Plato Investment Management Ltd | 3,863 | $154.2K | 0.01% | +3,273+554.7% | Added |
| KBC Group NV | 3,321 | $133.0K | 0.00% | +476+16.7% | Added |
| Cetera Trust Company, N.A | 3,040 | $121.5K | 0.07% | +745+32.5% | Added |
| Tower Research Capital LLC (TRC) | 2,876 | $115.0K | 0.00% | −23,101−88.9% | Reduced |
| CWM, LLC | 2,853 | $114.0K | 0.00% | +293+11.4% | Added |
| Ci Investments Inc. | 2,837 | $113.0K | 0.00% | −269−8.7% | Reduced |
| Signaturefd, LLC | 2,808 | $112.2K | 0.00% | +226+8.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,670 | $106.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,585 | $103.3K | 0.01% | +2,500+2,941.2% | Added |
| GWM Advisors LLC | 2,231 | $89.2K | 0.00% | +258+13.1% | Added |
| Legacy Investment Solutions, LLC | 1,907 | $83.4K | 0.05% | +1,907 | New |
| Legacy Wealth Managment, LLC | 1,907 | $83.4K | 0.05% | +1,907 | New |
| Archer Investment Corp | 1,950 | $77.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,811 | $73.0K | 0.00% | −2,195−54.8% | Reduced |
| First Horizon Advisors, Inc. | 1,646 | $65.8K | 0.00% | −16−1.0% | Reduced |
| Farther Finance Advisors, LLC | 1,530 | $61.2K | 0.00% | −28−1.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,500 | $60.0K | 0.01% | +300+25.0% | Added |
| Flaharty Asset Management, LLC | 1,500 | $60.0K | 0.01% | +1,500 | New |
| Global Retirement Partners, LLC | 1,443 | $57.7K | 0.00% | +310+27.4% | Added |
| EverSource Wealth Advisors, LLC | 1,421 | $56.8K | 0.00% | −176−11.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $56.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 1,382 | $55.2K | 0.00% | +1,382 | New |
| Aster Capital Management (DIFC) Ltd | 1,234 | $49.3K | 0.01% | +1,234 | New |
| Headlands Technologies LLC | 1,206 | $48.2K | 0.01% | −5,898−83.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,025 | $44.3K | 0.00% | +996+3,434.5% | Added |
| Nomura Asset Management Co Ltd | 990 | $39.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 909 | $36.3K | 0.00% | −25−2.7% | Reduced |
| International Assets Investment Management, LLC | 1,439 | $36.0K | 0.00% | +1,403+3,897.2% | Added |
| Umb Bank N A | 836 | $33.4K | 0.00% | +202+31.9% | Added |
| Byrne Asset Management LLC | 780 | $31.2K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 765 | $30.6K | 0.01% | +4+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 764 | $30.5K | 0.00% | +118+18.3% | Added |
| Lindbrook Capital, LLC | 752 | $30.1K | 0.00% | +67+9.8% | Added |
| Harbor Capital Advisors, Inc. | 740 | $30.0K | 0.00% | +740 | New |
| Smartleaf Asset Management LLC | 670 | $26.7K | 0.00% | −121−15.3% | Reduced |
| Coppell Advisory Solutions LLC | 608 | $24.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 575 | $23.0K | 0.00% | +254+79.1% | Added |
| Massmutual Trust Co FSB | 528 | $21.1K | 0.00% | −344−39.4% | Reduced |
| NBC Securities, Inc. | 517 | $20.0K | 0.00% | −1,050−67.0% | Reduced |
| Washington Trust Co | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 474 | $19.0K | 0.01% | +206+76.9% | Added |
| Richardson Financial Services Inc. | 410 | $17.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 425 | $17.0K | 0.00% | +317+293.5% | Added |
| Clearstead Advisors, LLC | 417 | $16.7K | 0.00% | +417 | New |
| EnRich Financial Partners LLC | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 376 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 358 | $14.3K | 0.01% | +2+0.6% | Added |
| Fortitude Family Office, LLC | 343 | $13.7K | 0.01% | +50+17.1% | Added |
| Parallel Advisors, LLC | 341 | $13.6K | 0.00% | −107−23.9% | Reduced |
| Cypress Capital Management LLC (WY) | 310 | $12.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 299 | $12.0K | 0.00% | +36+13.7% | Added |
| Coastal Investment Advisors, Inc. | 261 | $11.6K | 0.01% | +261 | New |
| Allworth Financial LP | 279 | $11.2K | 0.00% | +83+42.3% | Added |
| LGT Financial Advisors LLC | 231 | $9.23K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 225 | $8.99K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 215 | $8.59K | 0.00% | −55−20.4% | Reduced |
| Bessemer Group Inc | 204 | $8.00K | 0.00% | +105+106.1% | Added |
| Private Wealth Management Group, LLC | 174 | $6.96K | 0.00% | +66+61.1% | Added |
| Bell Investment Advisors, Inc | 164 | $6.56K | 0.00% | +55+50.5% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $5.28K | 0.00% | −204−60.7% | Reduced |
| Bryn Mawr Trust Co | 118 | $4.72K | 0.00% | +118 | New |
| Rothschild Investment LLC | 110 | $4.40K | 0.00% | +60+120.0% | Added |
| Semmax Financial Advisors Inc. | 100 | $4.36K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 101 | $4.04K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3.92K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 97 | $3.88K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 95 | $3.80K | 0.00% | +95 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 87 | $3.48K | 0.00% | +87 | New |
| AdvisorNet Financial, Inc | 83 | $3.32K | 0.00% | +25+43.1% | Added |
| LRI Investments, LLC | 75 | $3.30K | 0.00% | +25+50.0% | Added |
| JFS Wealth Advisors, LLC | 82 | $3.28K | 0.00% | −5−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $3.20K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 66 | $2.64K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 59 | $2.35K | 0.00% | +9+18.0% | Added |
| Quent Capital, LLC | 54 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 52 | $2.00K | 0.00% | +52 | New |
| Assetmark, Inc | 47 | $1.88K | 0.00% | −36−43.4% | Reduced |
| Ashton Thomas Securities, LLC | 41 | $1.64K | 0.00% | +41 | New |