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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $39 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 3 | $117 | 0.00% | +2+200.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $193 | 0.00% | −82−94.3% | Reduced |
| WealthTrak Capital Management LLC | 5 | $194 | 0.00% | +5 | New |
| Transce3nd, LLC | 7 | $271 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 8 | $310 | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $311 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $318 | 0.00% | +8 | New |
| Walleye Capital LLC | 10 | $388 | 0.00% | −47,232−100.0% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $543 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $620 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $659 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $814 | 0.00% | +21 | New |
| Private Wealth Management Group, LLC | 22 | $853 | 0.00% | −152−87.4% | Reduced |
| SJS Investment Consulting Inc. | 25 | $969 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | −11−22.9% | Reduced |
| Parkside Financial Bank & Trust | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $1.12K | 0.00% | +29 | New |
| Vermillion Wealth Management, Inc. | 30 | $1.17K | 0.00% | +30 | New |
| Bogart Wealth, LLC | 33 | $1.28K | 0.00% | +33 | New |
| Rakuten Securities, Inc. | 35 | $1.36K | 0.00% | +35 | New |
| Sierra Ocean, LLC | 38 | $1.47K | 0.00% | +38 | New |
| Rothschild Investment LLC | 40 | $1.55K | 0.00% | −70−63.6% | Reduced |
| Proequities, Inc. | 38 | $1.59K | 0.00% | +4+11.8% | Added |
| Cassady Schiller Wealth Management, LLC | 42 | $1.63K | 0.00% | +42 | New |
| SRS Capital Advisors, Inc. | 45 | $1.74K | 0.00% | +19+73.1% | Added |
| Jones Financial Companies LLLP | 50 | $1.94K | 0.00% | −9−15.3% | Reduced |
| Quent Capital, LLC | 54 | $2.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $2.25K | 0.00% | −25−30.1% | Reduced |
| CVA Family Office, LLC | 71 | $2.75K | 0.00% | +45+173.1% | Added |
| New Wave Wealth Advisors LLC | 72 | $2.79K | 0.00% | +72 | New |
| LRI Investments, LLC | 75 | $2.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 87 | $3.00K | 0.00% | +35+67.3% | Added |
| Headlands Technologies LLC | 80 | $3.10K | 0.00% | −1,126−93.4% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $3.10K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 85 | $3.29K | 0.00% | −2,500−96.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 93 | $3.60K | 0.00% | +93 | New |
| Skopos Labs, Inc. | 95 | $3.68K | 0.00% | +95 | New |
| JFS Wealth Advisors, LLC | 100 | $3.88K | 0.00% | +18+22.0% | Added |
| Cape Investment Advisory, Inc. | 101 | $3.92K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $4.34K | 0.00% | +93+489.5% | Added |
| Bryn Mawr Trust Co | 118 | $4.57K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 120 | $4.65K | 0.00% | +73+155.3% | Added |
| Larson Financial Group LLC | 132 | $5.12K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 141 | $5.46K | 0.00% | +141 | New |
| Bell Investment Advisors, Inc | 162 | $6.28K | 0.00% | −2−1.2% | Reduced |
| Park Square Financial Group, LLC | 185 | $7.17K | 0.00% | +185 | New |
| Addison Advisors LLC | 191 | $7.40K | 0.00% | −234−55.1% | Reduced |
| Private Trust Co NA | 195 | $7.56K | 0.00% | −20−9.3% | Reduced |
| Allworth Financial LP | 197 | $8.23K | 0.00% | −82−29.4% | Reduced |
| WealthCollab, LLC | 225 | $8.72K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 228 | $8.77K | 0.01% | −182−44.4% | Reduced |
| LGT Financial Advisors LLC | 231 | $8.95K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 234 | $9.07K | 0.00% | −791−77.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 289 | $11.2K | 0.00% | +139+92.7% | Added |
| Fortitude Family Office, LLC | 298 | $11.6K | 0.00% | −45−13.1% | Reduced |
| Cypress Capital Management LLC (WY) | 310 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 327 | $13.0K | 0.00% | +123+60.3% | Added |
| Rise Advisors, LLC | 360 | $13.9K | 0.01% | +2+0.6% | Added |
| Parallel Advisors, LLC | 372 | $14.4K | 0.00% | +31+9.1% | Added |
| Coastal Investment Advisors, Inc. | 362 | $14.7K | 0.01% | +101+38.7% | Added |
| EnRich Financial Partners LLC | 400 | $15.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 417 | $16.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 476 | $18.0K | 0.01% | +2+0.4% | Added |
| Massmutual Trust Co FSB | 487 | $18.9K | 0.00% | −41−7.8% | Reduced |
| Hexagon Capital Partners LLC | 493 | $19.1K | 0.00% | +194+64.9% | Added |
| Byrne Asset Management LLC | 540 | $20.9K | 0.01% | −240−30.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $23.3K | 0.00% | −164−21.5% | Reduced |
| Coppell Advisory Solutions LLC | 608 | $23.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 657 | $25.5K | 0.00% | +82+14.3% | Added |
| Lindbrook Capital, LLC | 668 | $25.9K | 0.00% | −84−11.2% | Reduced |
| Umb Bank N A | 750 | $29.1K | 0.00% | −86−10.3% | Reduced |
| Global Wealth Strategies & Associates | 769 | $29.8K | 0.01% | +4+0.5% | Added |
| Harbor Capital Advisors, Inc. | 841 | $33.0K | 0.00% | +101+13.6% | Added |
| Fifth Third Bancorp | 943 | $36.6K | 0.00% | +34+3.7% | Added |
| Nomura Asset Management Co Ltd | 990 | $38.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,097 | $42.5K | 0.04% | +1,097 | New |
| EverSource Wealth Advisors, LLC | 1,189 | $46.1K | 0.00% | −232−16.3% | Reduced |
| First Horizon Advisors, Inc. | 1,254 | $48.6K | 0.00% | −392−23.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $54.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,456 | $56.0K | 0.00% | −355−19.6% | Reduced |
| Farther Finance Advisors, LLC | 1,531 | $59.3K | 0.00% | +1+0.1% | Added |
| R Squared Ltd | 1,570 | $60.9K | 0.06% | +1,570 | New |
| Legacy Investment Solutions, LLC | 1,734 | $64.8K | 0.04% | −173−9.1% | Reduced |
| Legacy Wealth Managment, LLC | 1,734 | $64.8K | 0.04% | −173−9.1% | Reduced |
| Archer Investment Corp | 1,950 | $75.6K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,159 | $83.7K | 0.00% | −6,195−74.2% | Reduced |
| Global Retirement Partners, LLC | 2,179 | $84.5K | 0.00% | +736+51.0% | Added |
| GWM Advisors LLC | 2,241 | $86.8K | 0.00% | +10+0.4% | Added |
| Bayforest Capital Ltd | 2,389 | $92.6K | 0.12% | +2,389 | New |
| Ci Investments Inc. | 2,398 | $93.0K | 0.00% | −439−15.5% | Reduced |
| Cetera Trust Company, N.A | 2,440 | $94.6K | 0.06% | −600−19.7% | Reduced |
| CWM, LLC | 2,805 | $109.0K | 0.00% | −48−1.7% | Reduced |
| Signaturefd, LLC | 2,885 | $111.8K | 0.00% | +77+2.7% | Added |
| Plato Investment Management Ltd | 3,863 | $150.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,140 | $159.3K | 0.02% | +3,470+517.9% | Added |