SM Energy Co

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0000893538

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding SM Energy Co changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of SM: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	420	6	426	+12
Shares	116.6M	542.4K	115.2M	−842.1K (−0.7%)
Value	$4.66B	$22.9M	$4.47B	−$173.6M (−3.7%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (69)

Institutions that held SM Energy Co at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to SM in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	569,118	$22.1M	0.01%
Marshall Wace, LLP	168,381	$6.53M	0.01%
Capital Fund Management S.A.	144,895	$5.62M	0.06%
Denali Advisors LLC	112,551	$4.36M	0.46%
Collar Capital Management, LLC	64,170	$2.49M	2.07%
Weiss Asset Management LP	63,601	$2.47M	0.06%
Massachusetts Financial Services Co	54,374	$2.11M	0.00%
Caption Management, LLC	43,850	$1.70M	0.07%
KLP Kapitalforvaltning AS	35,400	$1.37M	0.01%
GF Fund Management Co. Ltd.	34,913	$1.35M	0.03%
Schonfeld Strategic Advisors LLC	30,545	$1.18M	0.01%
Tudor Investment Corp Et Al	27,927	$1.08M	0.01%
Sciencast Management LP	27,757	$1.08M	0.29%
Radnor Capital Management, LLC	27,125	$1.05M	0.18%
GTS Securities LLC	26,874	$1.04M	0.05%
Qsemble Capital Management, LP	24,913	$965.6K	0.13%
Police & Firemen's Retirement System of New Jersey	24,685	$956.8K	0.01%
Gallo Partners, LP	24,000	$930.2K	0.69%
Range Financial Group LLC	21,495	$833.1K	0.38%
Hussman Strategic Advisors, Inc.	21,000	$814.0K	0.24%
Connor, Clark & Lunn Investment Management Ltd.	19,424	$752.9K	0.00%
Ruffer LLP	18,783	$728.0K	0.03%
Ashton Thomas Private Wealth, LLC	17,186	$666.1K	0.03%
Oxford Asset Management LLP	13,265	$514.2K	0.23%
Gsa Capital Partners LLP	12,384	$480.0K	0.04%
FIL Ltd	11,362	$440.4K	0.00%
Fox Run Management, L.L.C.	11,178	$433.3K	0.08%
CIBC World Markets Corp	10,708	$415.0K	0.00%
Engineers Gate Manager LP	10,326	$400.2K	0.01%
Intrust Bank NA	10,229	$396.5K	0.04%
Dark Forest Capital Management LP	9,928	$384.8K	0.06%
Readystate Asset Management LP	9,881	$383.0K	0.02%
Two Sigma Securities, LLC	9,578	$371.2K	0.07%
Twinbeech Capital LP	8,929	$346.1K	0.01%
Foster & Motley Inc	8,833	$342.0K	0.02%
Simplex Trading, LLC	8,533	$330.0K	0.01%
Fieldview Capital Management, LLC	8,493	$329.2K	0.05%
Infrastructure Capital Advisors, LLC	8,304	$321.9K	0.04%
Landscape Capital Management, L.L.C.	7,595	$294.4K	0.03%
CIBC Asset Management Inc	7,539	$292.2K	0.00%
111 Capital	7,238	$280.5K	0.06%
Proficio Capital Partners LLC	6,606	$256.0K	0.02%
AIA Group Ltd	6,503	$252.1K	0.01%
Oakworth Capital, Inc.	6,408	$248.4K	0.02%
Syon Capital LLC	5,726	$221.9K	0.02%
Corton Capital Inc.	5,486	$212.6K	0.12%
Hilltop Holdings Inc.	5,395	$209.1K	0.01%
Numerai GP LLC	5,360	$207.8K	0.06%
Bayforest Capital Ltd	2,389	$92.6K	0.12%
R Squared Ltd	1,570	$60.9K	0.06%
Caitong International Asset Management Co., Ltd	1,097	$42.5K	0.04%
Park Square Financial Group, LLC	185	$7.17K	0.00%
Quarry LP	141	$5.46K	0.00%
Skopos Labs, Inc.	95	$3.68K	0.00%
Barrow Hanley Mewhinney & Strauss LLC	93	$3.60K	0.00%
New Wave Wealth Advisors LLC	72	$2.79K	0.00%
Cassady Schiller Wealth Management, LLC	42	$1.63K	0.00%
Sierra Ocean, LLC	38	$1.47K	0.00%
Rakuten Securities, Inc.	35	$1.36K	0.00%
Bogart Wealth, LLC	33	$1.28K	0.00%
Vermillion Wealth Management, Inc.	30	$1.17K	0.00%
Creative Financial Designs Inc	29	$1.12K	0.00%
SBI Securities Co., Ltd.	21	$814	0.00%
Cornerstone Planning Group LLC	8	$318	0.00%
Global Financial Private Client, LLC	8	$310	0.00%
Transce3nd, LLC	7	$271	0.00%
WealthTrak Capital Management LLC	5	$194	0.00%
Activest Wealth Management	1	$39	0.00%
Capital Advisors, Ltd. LLC	2	$0	0.00%

Sold out (57)

Institutions that held SM Energy Co at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of SM in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Cambria Investment Management, L.P.	253,075	$10.1M
Schroder Investment Management Group	89,820	$3.58M
Centric Wealth Management	65,665	$2.89M
Seven Eight Capital, LP	67,946	$2.72M
TD Asset Management Inc	62,100	$2.47M
Qube Research & Technologies Ltd	60,477	$2.42M
Edgestream Partners, L.P.	48,297	$1.93M
Stratos Wealth Advisors, LLC	42,777	$1.71M
Sherbrooke Park Advisers LLC	28,859	$1.15M
Caxton Associates LP	27,517	$1.10M
Jackson Creek Investment Advisors LLC	26,757	$1.07M
BI Asset Management Fondsmaeglerselskab A/S	26,002	$1.04M
Twin Tree Management, LP	25,634	$1.02M
Dynamic Technology Lab Private Ltd	21,971	$878.0K
Natixis	19,900	$795.4K
Wakefield Asset Management LLLP	18,859	$753.8K
Scientech Research LLC	14,841	$593.2K
AXA S.A.	14,453	$577.7K
Paloma Partners Management Co	13,872	$554.5K
Convergence Investment Partners, LLC	13,169	$526.4K
Cornerstone Investment Partners, LLC	12,874	$514.6K
Martingale Asset Management L P	12,750	$509.6K
Quantedge Capital Pte Ltd	10,300	$411.7K
First National Advisers, LLC	10,165	$406.3K
AdvisorShares Investments LLC	10,032	$401.0K
Mirae Asset Global Investments Co., Ltd.	9,961	$396.5K
Systematic Financial Management LP	9,641	$385.4K
Legacy Capital Wealth Partners, LLC	9,498	$379.6K
Bridgefront Capital, LLC	9,386	$375.2K
nVerses Capital, LLC	8,900	$355.7K
ClearAlpha Technologies LP	7,282	$291.1K
Quadrature Capital Ltd	6,619	$264.5K
Tocqueville Asset Management L.P.	6,500	$259.8K
Sequoia Financial Advisors, LLC	5,843	$233.5K
Baldwin Brothers Inc	5,537	$221.3K
Acadian Asset Management LLC	5,313	$212.0K
Zacks Investment Management	5,157	$206.1K
Aaron Wealth Advisors	5,117	$204.5K
Stonehage Fleming Financial Services Holdings Ltd	2,670	$106.7K
Flaharty Asset Management, LLC	1,500	$60.0K
Catalyst Funds Management Pty Ltd	1,500	$60.0K
Millburn Ridgefield Corp	1,382	$55.2K
Aster Capital Management (DIFC) Ltd	1,234	$49.3K
International Assets Investment Management, LLC	1,439	$36.0K
NBC Securities, Inc.	517	$20.0K
Washington Trust Co	500	$20.0K
Semmax Financial Advisors Inc.	100	$4.36K
First Financial Corp	97	$3.88K
Reuter James Wealth Management, LLC	95	$3.80K
Macroview Investment Management LLC	66	$2.64K
Ashton Thomas Securities, LLC	41	$1.64K
Brown Brothers Harriman & Co	40	$1.60K
Financial Network Wealth Advisors LLC	36	$1.44K
Capital Performance Advisors LLP	23	$919
Bruce G. Allen Investments, LLC	15	$600
Bokf, NA	13	$573
Mendota Financial Group, LLC	4	$160

Not filed for Q4 2024 yet (6)

Institutions that held SM Energy Co at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Eagle Asset Management Inc	324,126	$14.1M
Raymond James & Associates	125,169	$5.00M
PEAK6 Investments LLC	64,005	$2.56M
ClariVest Asset Management LLC	21,765	$940.9K
Raymond James Financial Services Advisors, Inc.	6,938	$277.3K
Planning Capital Management Corp	376	$15.0K