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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in SM Energy Co as of Dec 31, 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
- 426
- +12 vs. Q3 2024
- Shares held
- 115.2M
- −842.1K (−0.7%) vs. Q3 2024
- Total value
- $4.47B
- −$173.6M (−3.7%) vs. Q3 2024
- New holders
- 69
- 145 more added
- Sold out
- 57
- 162 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 498 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,065,151 | $700.2M | 0.01% | +135,923+0.8% | Added |
| Vanguard Group Inc | 15,199,510 | $589.1M | 0.01% | +31,686+0.2% | Added |
| Dimensional Fund Advisors LP | 6,552,556 | $254.0M | 0.06% | +15,828+0.2% | Added |
| State Street Corp | 6,111,573 | $236.9M | 0.01% | −176,242−2.8% | Reduced |
| JPMorgan Chase & Co | 4,632,255 | $179.5M | 0.01% | +835,929+22.0% | Added |
| Pacer Advisors, Inc. | 4,137,670 | $160.4M | 0.35% | −325,773−7.3% | Reduced |
| American Century Companies Inc | 3,682,093 | $142.7M | 0.08% | +296,601+8.8% | Added |
| First Trust Advisors LP | 2,683,131 | $104.0M | 0.09% | +767,779+40.1% | Added |
| Geode Capital Management, LLC | 2,679,129 | $103.9M | 0.01% | −14,243−0.5% | Reduced |
| Macquarie Group Ltd | 2,417,631 | $93.7M | 0.11% | +416,485+20.8% | Added |
| Westwood Holdings Group Inc. | 2,118,297 | $82.1M | 0.63% | +42,297+2.0% | Added |
| River Road Asset Management, LLC | 1,768,416 | $68.5M | 0.91% | −24,157−1.3% | Reduced |
| Citadel Advisors LLC | 1,628,899 | $63.1M | 0.06% | +997,260+157.9% | Added |
| Northern Trust Corp | 1,449,483 | $56.2M | 0.01% | +140,228+10.7% | Added |
| Morgan Stanley | 1,412,804 | $54.8M | 0.00% | +39,237+2.9% | Added |
| Goldman Sachs Group Inc | 1,351,315 | $52.4M | 0.01% | −86,742−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,255,841 | $48.7M | 0.01% | +32,803+2.7% | Added |
| Bank of New York Mellon Corp | 1,234,890 | $47.9M | 0.01% | +25,857+2.1% | Added |
| Frontier Capital Management Co LLC | 1,217,637 | $47.2M | 0.45% | −7,828−0.6% | Reduced |
| Voloridge Investment Management, LLC | 1,174,731 | $45.5M | 0.16% | −250,096−17.6% | Reduced |
| Channing Capital Management, LLC | 1,167,033 | $45.2M | 1.21% | +68,774+6.3% | Added |
| Congress Asset Management Co | 1,087,466 | $42.2M | 0.28% | −3,169−0.3% | Reduced |
| Ameriprise Financial Inc | 1,022,307 | $39.6M | 0.01% | −67,641−6.2% | Reduced |
| Palisade Capital Management LLC | 843,279 | $32.7M | 0.87% | −6,967−0.8% | Reduced |
| William Blair Investment Management, LLC | 733,538 | $28.4M | 0.07% | −243,682−24.9% | Reduced |
| Renaissance Technologies LLC | 718,963 | $27.9M | 0.04% | −19,800−2.7% | Reduced |
| Invesco Ltd. | 695,463 | $27.0M | 0.00% | −96,768−12.2% | Reduced |
| Principal Financial Group Inc | 635,822 | $24.6M | 0.01% | +24,701+4.0% | Added |
| Clark Capital Management Group, Inc. | 624,869 | $24.2M | 0.17% | −175,164−21.9% | Reduced |
| D. E. Shaw & Co., Inc. | 621,405 | $24.1M | 0.03% | +239,719+62.8% | Added |
| Raymond James Financial Inc | 569,118 | $22.1M | 0.01% | +569,118 | New |
| Allspring Global Investments Holdings, LLC | 546,956 | $22.0M | 0.04% | +1,370+0.3% | Added |
| Wedge Capital Management L L P | 560,244 | $21.7M | 0.39% | −1370.0% | Reduced |
| Tributary Capital Management, LLC | 557,972 | $21.6M | 1.67% | +554+0.1% | Added |
| Envestnet Asset Management Inc | 544,961 | $21.1M | 0.01% | +5,345+1.0% | Added |
| Nuveen Asset Management, LLC | 541,781 | $21.0M | 0.01% | −330,746−37.9% | Reduced |
| Fisher Asset Management, LLC | 519,302 | $20.1M | 0.01% | +354,297+214.7% | Added |
| Bank of America Corp | 511,462 | $19.8M | 0.00% | −295,115−36.6% | Reduced |
| Federated Hermes, Inc. | 499,445 | $19.4M | 0.04% | +29,656+6.3% | Added |
| UBS Group AG | 473,763 | $18.4M | 0.00% | +333,662+238.2% | Added |
| SEI Investments Co | 441,863 | $17.1M | 0.02% | +2,338+0.5% | Added |
| Glenmede Trust Co NA | 436,390 | $16.9M | 0.09% | +3,565+0.8% | Added |
| Mackenzie Financial Corp | 417,746 | $16.2M | 0.02% | −24,195−5.5% | Reduced |
| TownSquare Capital, LLC | 417,139 | $16.2M | 0.18% | +26,032+6.7% | Added |
| Rhumbline Advisers | 393,864 | $15.3M | 0.01% | +7,887+2.0% | Added |
| Diversify Advisory Services, LLC | 349,268 | $15.1M | 0.83% | +11,191+3.3% | Added |
| Brandywine Global Investment Management, LLC | 388,761 | $15.1M | 0.11% | +267,789+221.4% | Added |
| Baird Financial Group, Inc. | 386,067 | $15.0M | 0.03% | +29,428+8.3% | Added |
| Standard Life Aberdeen plc | 382,111 | $14.9M | 0.03% | −84,441−18.1% | Reduced |
| UBS Asset Management Americas Inc | 371,803 | $14.4M | 0.00% | −50,027−11.9% | Reduced |
| Millennium Management LLC | 347,057 | $13.5M | 0.01% | +71,172+25.8% | Added |
| Legal & General Group Plc | 339,597 | $13.2M | 0.00% | −592−0.2% | Reduced |
| FMR LLC | 338,651 | $13.1M | 0.00% | −1,140−0.3% | Reduced |
| LSV Asset Management | 335,300 | $13.0M | 0.03% | +211,500+170.8% | Added |
| Panagora Asset Management Inc | 333,592 | $12.9M | 0.06% | +28,818+9.5% | Added |
| Jupiter Asset Management Ltd | 310,965 | $12.1M | 0.12% | −104,750−25.2% | Reduced |
| LSP Investment Advisors, LLC | 304,191 | $11.8M | 8.23% | +105,945+53.4% | Added |
| Bridgewater Associates, LP | 303,404 | $11.8M | 0.05% | −180,715−37.3% | Reduced |
| Kennedy Capital Management, Inc. | 298,563 | $11.6M | 0.26% | +5,657+1.9% | Added |
| Public Sector Pension Investment Board | 285,057 | $11.0M | 0.05% | +42,253+17.4% | Added |
| Arrowstreet Capital, Limited Partnership | 284,475 | $11.0M | 0.01% | −709,883−71.4% | Reduced |
| Citigroup Inc | 271,072 | $10.5M | 0.01% | +35,988+15.3% | Added |
| Wells Fargo & Company | 263,321 | $10.2M | 0.00% | +67,178+34.2% | Added |
| Barclays PLC | 254,915 | $9.88M | 0.00% | +4,697+1.9% | Added |
| Aventail Capital Group, LP | 250,000 | $9.69M | 0.51% | −765,138−75.4% | Reduced |
| First Eagle Investment Management, LLC | 240,603 | $9.33M | 0.02% | +39,300+19.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 238,205 | $9.23M | 0.03% | +55,600+30.4% | Added |
| Royce & Associates LP | 232,523 | $9.01M | 0.08% | +14,644+6.7% | Added |
| Swiss National Bank | 224,700 | $8.71M | 0.01% | 00.0% | Unchanged |
| California Public Employees Retirement System | 208,462 | $8.08M | 0.01% | −2,609−1.2% | Reduced |
| Man Group plc | 196,933 | $7.63M | 0.02% | −123,454−38.5% | Reduced |
| Assenagon Asset Management S.A. | 196,441 | $7.61M | 0.01% | −621,591−76.0% | Reduced |
| Foundry Partners, LLC | 195,761 | $7.59M | 0.38% | +33,601+20.7% | Added |
| Balyasny Asset Management LLC | 195,400 | $7.57M | 0.02% | −164,645−45.7% | Reduced |
| Allianz Asset Management GmbH | 190,213 | $7.37M | 0.01% | −272,691−58.9% | Reduced |
| Squarepoint Ops LLC | 189,237 | $7.33M | 0.02% | +35,909+23.4% | Added |
| New York State Teachers Retirement System | 186,523 | $7.23M | 0.02% | −309−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 172,525 | $6.69M | 0.85% | −6,225−3.5% | Reduced |
| Marshall Wace, LLP | 168,381 | $6.53M | 0.01% | +168,381 | New |
| Rafferty Asset Management, LLC | 156,858 | $6.08M | 0.02% | +7,303+4.9% | Added |
| Evoke Wealth, LLC | 152,928 | $5.93M | 0.16% | −5,033−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 148,894 | $5.77M | 0.08% | +25,196+20.4% | Added |
| Capital Fund Management S.A. | 144,895 | $5.62M | 0.06% | +144,895 | New |
| Hodges Capital Management Inc. | 142,794 | $5.53M | 0.33% | −855−0.6% | Reduced |
| Thrivent Financial for Lutherans | 141,762 | $5.50M | 0.01% | −85,213−37.5% | Reduced |
| Alliancebernstein L.P. | 136,110 | $5.28M | 0.00% | −5,027−3.6% | Reduced |
| Mariner, LLC | 135,267 | $5.24M | 0.01% | −4,460−3.2% | Reduced |
| Moody Aldrich Partners LLC | 132,267 | $5.13M | 0.95% | +31,582+31.4% | Added |
| RE Advisers Corp | 129,200 | $5.01M | 0.12% | −18,200−12.3% | Reduced |
| Prudential Financial Inc | 124,514 | $4.83M | 0.01% | −263,628−67.9% | Reduced |
| Peregrine Capital Management LLC | 123,684 | $4.79M | 0.14% | −4,461−3.5% | Reduced |
| Intech Investment Management LLC | 122,615 | $4.75M | 0.05% | +27,475+28.9% | Added |
| Teacher Retirement System of Texas | 122,523 | $4.75M | 0.02% | +17,333+16.5% | Added |
| Comerica Bank | 119,356 | $4.63M | 0.02% | +9,554+8.7% | Added |
| Franklin Resources Inc | 117,926 | $4.57M | 0.00% | −3,099−2.6% | Reduced |
| Congress Wealth Management LLC | 116,589 | $4.52M | 0.06% | +5,816+5.3% | Added |
| Victory Capital Management Inc | 116,413 | $4.51M | 0.00% | +14,089+13.8% | Added |
| Denali Advisors LLC | 112,551 | $4.36M | 0.46% | +112,551 | New |
| Deutsche Bank AG | 111,699 | $4.33M | 0.00% | +31,346+39.0% | Added |
| Empowered Funds, LLC | 111,476 | $4.32M | 0.06% | −87,788−44.1% | Reduced |