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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,593 | $178.3K | 0.01% | +6+0.1% | Added |
| Tower Research Capital LLC (TRC) | 4,730 | $183.3K | 0.00% | +1,854+64.5% | Added |
| KBC Group NV | 4,854 | $188.0K | 0.00% | +1,533+46.2% | Added |
| King Luther Capital Management Corp | 5,304 | $205.6K | 0.00% | −2,400−31.2% | Reduced |
| Numerai GP LLC | 5,360 | $207.8K | 0.06% | +5,360 | New |
| Hilltop Holdings Inc. | 5,395 | $209.1K | 0.01% | +5,395 | New |
| GAMMA Investing LLC | 5,426 | $210.3K | 0.02% | −1,636−23.2% | Reduced |
| Portside Wealth Group, LLC | 5,482 | $212.5K | 0.04% | +478+9.6% | Added |
| Corton Capital Inc. | 5,486 | $212.6K | 0.12% | +5,486 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $214.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 5,565 | $215.7K | 0.00% | +188+3.5% | Added |
| QRG Capital Management, Inc. | 5,633 | $218.3K | 0.00% | −1,113−16.5% | Reduced |
| Everence Capital Management Inc | 5,650 | $219.0K | 0.01% | −25,960−82.1% | Reduced |
| CIBC World Markets Inc. | 5,690 | $221.0K | 0.00% | −88−1.5% | Reduced |
| Neuberger Berman Group LLC | 5,704 | $221.1K | 0.00% | −368−6.1% | Reduced |
| Syon Capital LLC | 5,726 | $221.9K | 0.02% | +5,726 | New |
| Evergreen Capital Management LLC | 5,866 | $227.4K | 0.01% | −1,886−24.3% | Reduced |
| Guggenheim Capital LLC | 5,888 | $228.2K | 0.00% | −4,939−45.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,037 | $234.0K | 0.00% | −147−2.4% | Reduced |
| Heritage Family Offices, LLP | 6,237 | $241.8K | 0.12% | +726+13.2% | Added |
| CFM Wealth Partners LLC | 6,277 | $243.3K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,383 | $247.4K | 0.01% | +282+4.6% | Added |
| Oakworth Capital, Inc. | 6,408 | $248.4K | 0.02% | +6,408 | New |
| AIA Group Ltd | 6,503 | $252.1K | 0.01% | +6,503 | New |
| Stonehearth Capital Management, LLC | 6,528 | $253.0K | 0.10% | −682−9.5% | Reduced |
| Toroso Investments, LLC | 6,592 | $255.5K | 0.00% | −4,531−40.7% | Reduced |
| Proficio Capital Partners LLC | 6,606 | $256.0K | 0.02% | +6,606 | New |
| Quantinno Capital Management LP | 6,718 | $260.4K | 0.00% | +402+6.4% | Added |
| Principal Securities, Inc. | 6,951 | $269.4K | 0.01% | −86−1.2% | Reduced |
| National Bank of Canada | 6,975 | $270.4K | 0.00% | +492+7.6% | Added |
| CAPROCK Group, Inc. | 7,234 | $280.4K | 0.01% | −121−1.6% | Reduced |
| 111 Capital | 7,238 | $280.5K | 0.06% | +7,238 | New |
| Crossmark Global Holdings, Inc. | 7,414 | $287.0K | 0.01% | −10−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 6,823 | $291.0K | 0.00% | +499+7.9% | Added |
| CIBC Asset Management Inc | 7,539 | $292.2K | 0.00% | +7,539 | New |
| Quadrant Capital Group LLC | 7,560 | $293.0K | 0.02% | −813−9.7% | Reduced |
| Cim Investment Mangement Inc | 7,581 | $293.8K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,594 | $294.0K | 0.01% | −17−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 7,595 | $294.4K | 0.03% | +7,595 | New |
| Wealth Enhancement Advisory Services, LLC | 7,683 | $297.8K | 0.00% | −90−1.2% | Reduced |
| Captrust Financial Advisors | 7,862 | $304.7K | 0.00% | +825+11.7% | Added |
| Petrus Trust Company, LTA | 7,870 | $305.0K | 0.03% | −3,092−28.2% | Reduced |
| Gibbs Wealth Management | 7,891 | $305.9K | 0.08% | +1,155+17.1% | Added |
| SG Americas Securities, LLC | 7,972 | $309.0K | 0.00% | −5,833−42.3% | Reduced |
| Lee Financial Co | 8,000 | $310.1K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 8,172 | $316.7K | 0.00% | +223+2.8% | Added |
| Gallacher Capital Management LLC | 8,206 | $318.1K | 0.16% | +350+4.5% | Added |
| Infrastructure Capital Advisors, LLC | 8,304 | $321.9K | 0.04% | +8,304 | New |
| Y-Intercept (Hong Kong) Ltd | 8,319 | $322.4K | 0.02% | −13,913−62.6% | Reduced |
| Fieldview Capital Management, LLC | 8,493 | $329.2K | 0.05% | +8,493 | New |
| Simplex Trading, LLC | 8,533 | $330.0K | 0.01% | +8,533 | New |
| Prudential PLC | 8,679 | $336.4K | 0.00% | −114−1.3% | Reduced |
| B&L Asset Management LLC | 8,778 | $340.2K | 0.22% | 00.0% | Unchanged |
| Foster & Motley Inc | 8,833 | $342.0K | 0.02% | +8,833 | New |
| Twinbeech Capital LP | 8,929 | $346.1K | 0.01% | +8,929 | New |
| Alps Advisors Inc | 8,980 | $348.1K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 9,150 | $354.7K | 0.09% | −1,760−16.1% | Reduced |
| Brinker Capital Investments, LLC | 9,281 | $359.7K | 0.00% | −5,568−37.5% | Reduced |
| Orion Portfolio Solutions, LLC | 9,281 | $359.7K | 0.00% | −5,568−37.5% | Reduced |
| Quest Partners LLC | 9,406 | $364.6K | 0.05% | −6,227−39.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,410 | $365.0K | 0.00% | +1,478+18.6% | Added |
| Two Sigma Securities, LLC | 9,578 | $371.2K | 0.07% | +9,578 | New |
| Verdence Capital Advisors LLC | 9,603 | $372.2K | 0.03% | +80+0.8% | Added |
| Readystate Asset Management LP | 9,881 | $383.0K | 0.02% | +9,881 | New |
| Dark Forest Capital Management LP | 9,928 | $384.8K | 0.06% | +9,928 | New |
| Intrust Bank NA | 10,229 | $396.5K | 0.04% | +10,229 | New |
| Engineers Gate Manager LP | 10,326 | $400.2K | 0.01% | +10,326 | New |
| MML Investors Services, LLC | 10,488 | $407.0K | 0.00% | +2,477+30.9% | Added |
| CIBC World Markets Corp | 10,708 | $415.0K | 0.00% | +10,708 | New |
| Kestra Advisory Services, LLC | 10,947 | $424.3K | 0.00% | −214−1.9% | Reduced |
| Park Avenue Securities LLC | 11,049 | $428.0K | 0.00% | +2,054+22.8% | Added |
| Texas Yale Capital Corp. | 11,169 | $432.9K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,178 | $433.3K | 0.08% | +11,178 | New |
| Blair William & Co | 11,225 | $435.1K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 11,362 | $440.4K | 0.00% | +11,362 | New |
| CWM Advisors, LLC | 11,452 | $443.9K | 0.05% | +93+0.8% | Added |
| Summit Global Investments | 11,445 | $444.0K | 0.03% | −328−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 11,461 | $444.2K | 0.14% | 00.0% | Unchanged |
| Bailard, Inc. | 11,609 | $450.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11,700 | $452.0K | 0.00% | −10,850−48.1% | Reduced |
| Capital Counsel LLC | 11,905 | $461.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,970 | $464.0K | 0.02% | +379+3.3% | Added |
| HighTower Advisors, LLC | 12,015 | $465.7K | 0.00% | +148+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,214 | $473.4K | 0.00% | +677+5.9% | Added |
| Gsa Capital Partners LLP | 12,384 | $480.0K | 0.04% | +12,384 | New |
| Penserra Capital Management LLC | 12,547 | $486.0K | 0.01% | +3,882+44.8% | Added |
| Meritage Portfolio Management | 12,876 | $499.1K | 0.03% | +1,423+12.4% | Added |
| Campbell & CO Investment Adviser LLC | 12,961 | $502.4K | 0.04% | −11,411−46.8% | Reduced |
| Oxford Asset Management LLP | 13,265 | $514.2K | 0.23% | +13,265 | New |
| Atria Investments LLC | 13,569 | $525.9K | 0.01% | −9,347−40.8% | Reduced |
| Public Employees Retirement Association of Colorado | 13,824 | $536.0K | 0.00% | −205−1.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,236 | $551.8K | 0.00% | −42−0.3% | Reduced |
| Moody National Bank Trust Division | 15,000 | $581.4K | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 15,120 | $586.1K | 0.01% | −156,880−91.2% | Reduced |
| Henshaw Capital LLC | 15,327 | $594.1K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 15,575 | $603.7K | 0.07% | +10,389+200.3% | Added |
| Sippican Capital Advisors | 16,325 | $632.8K | 0.46% | −575−3.4% | Reduced |
| Pictet Asset Management Holding SA | 16,441 | $637.3K | 0.00% | +135+0.8% | Added |
| Vident Advisory, LLC | 16,505 | $639.7K | 0.01% | −1,510−8.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,186 | $666.1K | 0.03% | +17,186 | New |