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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 17,332 | $671.8K | 0.01% | +123+0.7% | Added |
| RSM US Wealth Management LLC | 18,634 | $716.9K | 0.01% | −891−4.6% | Reduced |
| Ruffer LLP | 18,783 | $728.0K | 0.03% | +18,783 | New |
| Jump Financial, LLC | 18,878 | $731.7K | 0.02% | +12,511+196.5% | Added |
| Sterling Capital Management LLC | 18,993 | $736.2K | 0.01% | +2,711+16.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,424 | $752.9K | 0.00% | +19,424 | New |
| Advisor Group Holdings, Inc. | 19,731 | $764.8K | 0.00% | −6,112−23.7% | Reduced |
| The PNC Financial Services Group, Inc. | 19,812 | $767.9K | 0.00% | −1,322−6.3% | Reduced |
| HSBC Holdings PLC | 20,226 | $784.5K | 0.00% | −3,142−13.4% | Reduced |
| Aristeia Capital LLC | 20,271 | $785.7K | 0.03% | +10,422+105.8% | Added |
| CX Institutional | 20,645 | $800.2K | 0.03% | −3,073−13.0% | Reduced |
| Janney Montgomery Scott LLC | 20,740 | $804.0K | 0.00% | −1,617−7.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $814.0K | 0.24% | +21,000 | New |
| Pitcairn Co | 21,214 | $822.3K | 0.05% | +168+0.8% | Added |
| Range Financial Group LLC | 21,495 | $833.1K | 0.38% | +21,495 | New |
| Diversified Trust Co | 21,776 | $844.0K | 0.02% | +3,089+16.5% | Added |
| CI Private Wealth, LLC | 22,111 | $857.0K | 0.00% | −3,403−13.3% | Reduced |
| Trust Point Inc. | 22,819 | $884.5K | 0.06% | −3,058−11.8% | Reduced |
| Brevan Howard Capital Management LP | 22,949 | $889.5K | 0.02% | −14,105−38.1% | Reduced |
| Vestcor Inc | 23,613 | $915.0K | 0.03% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 23,802 | $922.6K | 0.18% | +1,189+5.3% | Added |
| Gallo Partners, LP | 24,000 | $930.2K | 0.69% | +24,000 | New |
| Blackstone Group Inc. | 24,034 | $931.6K | 0.00% | −1,337−5.3% | Reduced |
| STRS Ohio | 24,100 | $934.1K | 0.00% | −1,500−5.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,426 | $946.8K | 0.01% | −31−0.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 24,685 | $956.8K | 0.01% | +24,685 | New |
| Empirical Finance, LLC | 24,739 | $958.9K | 0.06% | +605+2.5% | Added |
| Exchange Traded Concepts, LLC | 24,834 | $962.6K | 0.02% | +1,304+5.5% | Added |
| Qsemble Capital Management, LP | 24,913 | $965.6K | 0.13% | +24,913 | New |
| Los Angeles Capital Management LLC | 25,908 | $1.00M | 0.00% | −39,513−60.4% | Reduced |
| Stifel Financial Corp | 26,613 | $1.03M | 0.00% | +916+3.6% | Added |
| Cresset Asset Management, LLC | 26,713 | $1.04M | 0.00% | −2,079−7.2% | Reduced |
| GTS Securities LLC | 26,874 | $1.04M | 0.05% | +26,874 | New |
| Oregon Public Employees Retirement Fund | 26,951 | $1.04M | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 27,125 | $1.05M | 0.18% | +27,125 | New |
| Ellevest, Inc. | 27,122 | $1.05M | 0.06% | −2,191−7.5% | Reduced |
| Sciencast Management LP | 27,757 | $1.08M | 0.29% | +27,757 | New |
| Tudor Investment Corp Et Al | 27,927 | $1.08M | 0.01% | +27,927 | New |
| Winton Group Ltd | 28,091 | $1.09M | 0.07% | +592+2.2% | Added |
| BNP Paribas Arbitrage, SA | 28,127 | $1.09M | 0.00% | −10,303−26.8% | Reduced |
| JustInvest LLC | 28,928 | $1.12M | 0.02% | −1,223−4.1% | Reduced |
| Boston Partners | 29,610 | $1.15M | 0.00% | −4,843−14.1% | Reduced |
| Cetera Investment Advisers | 29,815 | $1.16M | 0.00% | +2,394+8.7% | Added |
| SIR Capital Management, L.P. | 29,974 | $1.16M | 0.12% | −436,280−93.6% | Reduced |
| PDT Partners, LLC | 30,230 | $1.17M | 0.10% | −30,062−49.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,545 | $1.18M | 0.01% | +30,545 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,830 | $1.19M | 0.00% | −3,272−9.6% | Reduced |
| Bank of Montreal | 31,781 | $1.23M | 0.00% | +1,113+3.6% | Added |
| Arizona State Retirement System | 33,207 | $1.29M | 0.01% | +83+0.3% | Added |
| Dana Investment Advisors, Inc. | 33,392 | $1.29M | 0.04% | +556+1.7% | Added |
| Amalgamated Bank | 33,533 | $1.30M | 0.01% | −103−0.3% | Reduced |
| CSS LLC | 33,671 | $1.31M | 0.08% | −12,661−27.3% | Reduced |
| Ironwood Investment Management LLC | 34,190 | $1.33M | 0.66% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,217 | $1.33M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 34,482 | $1.34M | 0.00% | +10,611+44.5% | Added |
| GF Fund Management Co. Ltd. | 34,913 | $1.35M | 0.03% | +34,913 | New |
| KLP Kapitalforvaltning AS | 35,400 | $1.37M | 0.01% | +35,400 | New |
| Waldron Private Wealth LLC | 35,516 | $1.38M | 0.06% | −50.0% | Reduced |
| Maryland State Retirement & Pension System | 38,355 | $1.49M | 0.03% | −283−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 38,898 | $1.51M | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 39,084 | $1.51M | 0.01% | −46,900−54.5% | Reduced |
| Energy Income Partners, LLC | 39,633 | $1.54M | 0.03% | +500+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.54M | 0.01% | 00.0% | Unchanged |
| De Lisle Partners LLP | 40,000 | $1.55M | 0.23% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 41,159 | $1.60M | 0.05% | +30,264+277.8% | Added |
| State of Wisconsin Investment Board | 41,358 | $1.60M | 0.00% | +188+0.5% | Added |
| Magnetar Financial LLC | 41,787 | $1.62M | 0.04% | +27,981+202.7% | Added |
| Centiva Capital, LP | 42,429 | $1.64M | 0.06% | −19,602−31.6% | Reduced |
| Natixis Advisors, L.P. | 42,920 | $1.66M | 0.00% | +1,978+4.8% | Added |
| Creative Planning | 43,076 | $1.67M | 0.00% | −20,459−32.2% | Reduced |
| Caption Management, LLC | 43,850 | $1.70M | 0.07% | +43,850 | New |
| Cerity Partners LLC | 44,451 | $1.73M | 0.00% | −3,668−7.6% | Reduced |
| Verition Fund Management LLC | 44,642 | $1.73M | 0.01% | +13,594+43.8% | Added |
| Yousif Capital Management, LLC | 45,166 | $1.75M | 0.02% | −470−1.0% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.78M | 0.27% | 00.0% | Unchanged |
| Danske Bank A/S | 47,114 | $1.83M | 0.01% | −17,270−26.8% | Reduced |
| Pathstone Holdings, LLC | 47,144 | $1.83M | 0.01% | +5,316+12.7% | Added |
| LPL Financial LLC | 47,333 | $1.83M | 0.00% | +21,140+80.7% | Added |
| State of New Jersey Common Pension Fund D | 47,828 | $1.85M | 0.01% | +5,579+13.2% | Added |
| US Bancorp | 50,037 | $1.94M | 0.00% | −3,667−6.8% | Reduced |
| Insight Wealth Strategies, LLC | 51,084 | $1.98M | 0.27% | +2,801+5.8% | Added |
| Ethic Inc. | 51,420 | $1.99M | 0.04% | −8,213−13.8% | Reduced |
| Quantbot Technologies LP | 51,505 | $2.00M | 0.07% | +26,109+102.8% | Added |
| Aquatic Capital Management LLC | 51,771 | $2.01M | 0.05% | −40,827−44.1% | Reduced |
| Janus Henderson Group PLC | 53,810 | $2.09M | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 54,374 | $2.11M | 0.00% | +54,374 | New |
| Louisiana State Employees Retirement System | 55,300 | $2.14M | 0.04% | 00.0% | Unchanged |
| F/M Investments LLC | 55,635 | $2.16M | 0.08% | −85,805−60.7% | Reduced |
| Mercer Global Advisors Inc | 56,025 | $2.17M | 0.01% | −1,994−3.4% | Reduced |
| Connors Investor Services Inc | 56,173 | $2.18M | 0.20% | −1,266−2.2% | Reduced |
| Corebridge Financial, Inc. | 60,922 | $2.36M | 0.01% | −4,755−7.2% | Reduced |
| Weiss Asset Management LP | 63,601 | $2.47M | 0.06% | +63,601 | New |
| Collar Capital Management, LLC | 64,170 | $2.49M | 2.07% | +64,170 | New |
| 1492 Capital Management LLC | 64,386 | $2.50M | 1.19% | +125+0.2% | Added |
| Manufacturers Life Insurance Company, The | 64,455 | $2.50M | 0.00% | −1,310−2.0% | Reduced |
| State of Alaska, Department of Revenue | 65,062 | $2.52M | 0.03% | −232−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 65,142 | $2.52M | 0.01% | +2,500+4.0% | Added |
| First National Bank of Omaha | 65,269 | $2.53M | 0.16% | −535−0.8% | Reduced |
| CBOE Vest Financial, LLC | 66,069 | $2.56M | 0.05% | +30,343+84.9% | Added |
| Two Sigma Investments, LP | 66,383 | $2.57M | 0.01% | −126,742−65.6% | Reduced |