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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 67,648 | $2.62M | 0.00% | +8,082+13.6% | Added |
| State of Tennessee, Treasury Department | 68,217 | $2.64M | 0.01% | −2,710−3.8% | Reduced |
| Two Sigma Advisers, LP | 68,800 | $2.67M | 0.01% | −40,700−37.2% | Reduced |
| MetLife Investment Management | 69,069 | $2.68M | 0.01% | +3,070+4.7% | Added |
| Sanctuary Advisors, LLC | 68,068 | $2.70M | 0.02% | +34,895+105.2% | Added |
| Royal Bank of Canada | 71,951 | $2.79M | 0.00% | −34,697−32.5% | Reduced |
| Adams Wealth Management | 73,275 | $2.84M | 0.54% | +9,710+15.3% | Added |
| CacheTech Inc. | 73,275 | $2.84M | 0.53% | +9,710+15.3% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.88M | 1.23% | 00.0% | Unchanged |
| Voya Investment Management LLC | 74,465 | $2.89M | 0.00% | −3,912−5.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 76,908 | $2.98M | 0.01% | +8,000+11.6% | Added |
| NFJ Investment Group, LLC | 80,260 | $3.11M | 0.10% | +5,781+7.8% | Added |
| Nisa Investment Advisors, LLC | 84,538 | $3.28M | 0.01% | +1,076+1.3% | Added |
| Neo Ivy Capital Management | 84,933 | $3.29M | 0.66% | +25,507+42.9% | Added |
| Russell Investments Group, Ltd. | 89,946 | $3.49M | 0.00% | −38,235−29.8% | Reduced |
| Price T Rowe Associates Inc | 94,312 | $3.66M | 0.00% | −783,822−89.3% | Reduced |
| Public Employees Retirement System of Ohio | 97,424 | $3.78M | 0.01% | +9,080+10.3% | Added |
| Hillsdale Investment Management Inc. | 97,800 | $3.79M | 0.19% | +400+0.4% | Added |
| Susquehanna International Group, LLP | 100,705 | $3.90M | 0.01% | +33,890+50.7% | Added |
| AQR Capital Management LLC | 101,380 | $3.93M | 0.01% | −30,368−23.1% | Reduced |
| Colony Group, LLC | 103,220 | $4.00M | 0.01% | +604+0.6% | Added |
| CoreCommodity Management, LLC | 104,812 | $4.06M | 0.79% | −18,602−15.1% | Reduced |
| Illinois Municipal Retirement Fund | 105,136 | $4.08M | 0.06% | −2,838−2.6% | Reduced |
| Jane Street Group, LLC | 106,882 | $4.14M | 0.01% | −89,200−45.5% | Reduced |
| California State Teachers Retirement System | 107,015 | $4.15M | 0.00% | −2,685−2.4% | Reduced |
| Great West Life Assurance Co | 108,807 | $4.22M | 0.01% | −4,602−4.1% | Reduced |
| Empowered Funds, LLC | 111,476 | $4.32M | 0.06% | −87,788−44.1% | Reduced |
| Deutsche Bank AG | 111,699 | $4.33M | 0.00% | +31,346+39.0% | Added |
| Denali Advisors LLC | 112,551 | $4.36M | 0.46% | +112,551 | New |
| Victory Capital Management Inc | 116,413 | $4.51M | 0.00% | +14,089+13.8% | Added |
| Congress Wealth Management LLC | 116,589 | $4.52M | 0.06% | +5,816+5.3% | Added |
| Franklin Resources Inc | 117,926 | $4.57M | 0.00% | −3,099−2.6% | Reduced |
| Comerica Bank | 119,356 | $4.63M | 0.02% | +9,554+8.7% | Added |
| Teacher Retirement System of Texas | 122,523 | $4.75M | 0.02% | +17,333+16.5% | Added |
| Intech Investment Management LLC | 122,615 | $4.75M | 0.05% | +27,475+28.9% | Added |
| Peregrine Capital Management LLC | 123,684 | $4.79M | 0.14% | −4,461−3.5% | Reduced |
| Prudential Financial Inc | 124,514 | $4.83M | 0.01% | −263,628−67.9% | Reduced |
| RE Advisers Corp | 129,200 | $5.01M | 0.12% | −18,200−12.3% | Reduced |
| Moody Aldrich Partners LLC | 132,267 | $5.13M | 0.95% | +31,582+31.4% | Added |
| Mariner, LLC | 135,267 | $5.24M | 0.01% | −4,460−3.2% | Reduced |
| Alliancebernstein L.P. | 136,110 | $5.28M | 0.00% | −5,027−3.6% | Reduced |
| Thrivent Financial for Lutherans | 141,762 | $5.50M | 0.01% | −85,213−37.5% | Reduced |
| Hodges Capital Management Inc. | 142,794 | $5.53M | 0.33% | −855−0.6% | Reduced |
| Capital Fund Management S.A. | 144,895 | $5.62M | 0.06% | +144,895 | New |
| Segall Bryant & Hamill, LLC | 148,894 | $5.77M | 0.08% | +25,196+20.4% | Added |
| Evoke Wealth, LLC | 152,928 | $5.93M | 0.16% | −5,033−3.2% | Reduced |
| Rafferty Asset Management, LLC | 156,858 | $6.08M | 0.02% | +7,303+4.9% | Added |
| Marshall Wace, LLP | 168,381 | $6.53M | 0.01% | +168,381 | New |
| Pekin Hardy Strauss, Inc. | 172,525 | $6.69M | 0.85% | −6,225−3.5% | Reduced |
| New York State Teachers Retirement System | 186,523 | $7.23M | 0.02% | −309−0.2% | Reduced |
| Squarepoint Ops LLC | 189,237 | $7.33M | 0.02% | +35,909+23.4% | Added |
| Allianz Asset Management GmbH | 190,213 | $7.37M | 0.01% | −272,691−58.9% | Reduced |
| Balyasny Asset Management LLC | 195,400 | $7.57M | 0.02% | −164,645−45.7% | Reduced |
| Foundry Partners, LLC | 195,761 | $7.59M | 0.38% | +33,601+20.7% | Added |
| Assenagon Asset Management S.A. | 196,441 | $7.61M | 0.01% | −621,591−76.0% | Reduced |
| Man Group plc | 196,933 | $7.63M | 0.02% | −123,454−38.5% | Reduced |
| California Public Employees Retirement System | 208,462 | $8.08M | 0.01% | −2,609−1.2% | Reduced |
| Swiss National Bank | 224,700 | $8.71M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 232,523 | $9.01M | 0.08% | +14,644+6.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 238,205 | $9.23M | 0.03% | +55,600+30.4% | Added |
| First Eagle Investment Management, LLC | 240,603 | $9.33M | 0.02% | +39,300+19.5% | Added |
| Aventail Capital Group, LP | 250,000 | $9.69M | 0.51% | −765,138−75.4% | Reduced |
| Barclays PLC | 254,915 | $9.88M | 0.00% | +4,697+1.9% | Added |
| Wells Fargo & Company | 263,321 | $10.2M | 0.00% | +67,178+34.2% | Added |
| Citigroup Inc | 271,072 | $10.5M | 0.01% | +35,988+15.3% | Added |
| Arrowstreet Capital, Limited Partnership | 284,475 | $11.0M | 0.01% | −709,883−71.4% | Reduced |
| Public Sector Pension Investment Board | 285,057 | $11.0M | 0.05% | +42,253+17.4% | Added |
| Kennedy Capital Management, Inc. | 298,563 | $11.6M | 0.26% | +5,657+1.9% | Added |
| Bridgewater Associates, LP | 303,404 | $11.8M | 0.05% | −180,715−37.3% | Reduced |
| LSP Investment Advisors, LLC | 304,191 | $11.8M | 8.23% | +105,945+53.4% | Added |
| Jupiter Asset Management Ltd | 310,965 | $12.1M | 0.12% | −104,750−25.2% | Reduced |
| Panagora Asset Management Inc | 333,592 | $12.9M | 0.06% | +28,818+9.5% | Added |
| LSV Asset Management | 335,300 | $13.0M | 0.03% | +211,500+170.8% | Added |
| FMR LLC | 338,651 | $13.1M | 0.00% | −1,140−0.3% | Reduced |
| Legal & General Group Plc | 339,597 | $13.2M | 0.00% | −592−0.2% | Reduced |
| Millennium Management LLC | 347,057 | $13.5M | 0.01% | +71,172+25.8% | Added |
| UBS Asset Management Americas Inc | 371,803 | $14.4M | 0.00% | −50,027−11.9% | Reduced |
| Standard Life Aberdeen plc | 382,111 | $14.9M | 0.03% | −84,441−18.1% | Reduced |
| Baird Financial Group, Inc. | 386,067 | $15.0M | 0.03% | +29,428+8.3% | Added |
| Brandywine Global Investment Management, LLC | 388,761 | $15.1M | 0.11% | +267,789+221.4% | Added |
| Diversify Advisory Services, LLC | 349,268 | $15.1M | 0.83% | +11,191+3.3% | Added |
| Rhumbline Advisers | 393,864 | $15.3M | 0.01% | +7,887+2.0% | Added |
| TownSquare Capital, LLC | 417,139 | $16.2M | 0.18% | +26,032+6.7% | Added |
| Mackenzie Financial Corp | 417,746 | $16.2M | 0.02% | −24,195−5.5% | Reduced |
| Glenmede Trust Co NA | 436,390 | $16.9M | 0.09% | +3,565+0.8% | Added |
| SEI Investments Co | 441,863 | $17.1M | 0.02% | +2,338+0.5% | Added |
| UBS Group AG | 473,763 | $18.4M | 0.00% | +333,662+238.2% | Added |
| Federated Hermes, Inc. | 499,445 | $19.4M | 0.04% | +29,656+6.3% | Added |
| Bank of America Corp | 511,462 | $19.8M | 0.00% | −295,115−36.6% | Reduced |
| Fisher Asset Management, LLC | 519,302 | $20.1M | 0.01% | +354,297+214.7% | Added |
| Nuveen Asset Management, LLC | 541,781 | $21.0M | 0.01% | −330,746−37.9% | Reduced |
| Envestnet Asset Management Inc | 544,961 | $21.1M | 0.01% | +5,345+1.0% | Added |
| Tributary Capital Management, LLC | 557,972 | $21.6M | 1.67% | +554+0.1% | Added |
| Wedge Capital Management L L P | 560,244 | $21.7M | 0.39% | −1370.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 546,956 | $22.0M | 0.04% | +1,370+0.3% | Added |
| Raymond James Financial Inc | 569,118 | $22.1M | 0.01% | +569,118 | New |
| D. E. Shaw & Co., Inc. | 621,405 | $24.1M | 0.03% | +239,719+62.8% | Added |
| Clark Capital Management Group, Inc. | 624,869 | $24.2M | 0.17% | −175,164−21.9% | Reduced |
| Principal Financial Group Inc | 635,822 | $24.6M | 0.01% | +24,701+4.0% | Added |
| Invesco Ltd. | 695,463 | $27.0M | 0.00% | −96,768−12.2% | Reduced |