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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 718,963 | $27.9M | 0.04% | −19,800−2.7% | Reduced |
| William Blair Investment Management, LLC | 733,538 | $28.4M | 0.07% | −243,682−24.9% | Reduced |
| Palisade Capital Management LLC | 843,279 | $32.7M | 0.87% | −6,967−0.8% | Reduced |
| Ameriprise Financial Inc | 1,022,307 | $39.6M | 0.01% | −67,641−6.2% | Reduced |
| Congress Asset Management Co | 1,087,466 | $42.2M | 0.28% | −3,169−0.3% | Reduced |
| Channing Capital Management, LLC | 1,167,033 | $45.2M | 1.21% | +68,774+6.3% | Added |
| Voloridge Investment Management, LLC | 1,174,731 | $45.5M | 0.16% | −250,096−17.6% | Reduced |
| Frontier Capital Management Co LLC | 1,217,637 | $47.2M | 0.45% | −7,828−0.6% | Reduced |
| Bank of New York Mellon Corp | 1,234,890 | $47.9M | 0.01% | +25,857+2.1% | Added |
| Charles Schwab Investment Management Inc | 1,255,841 | $48.7M | 0.01% | +32,803+2.7% | Added |
| Goldman Sachs Group Inc | 1,351,315 | $52.4M | 0.01% | −86,742−6.0% | Reduced |
| Morgan Stanley | 1,412,804 | $54.8M | 0.00% | +39,237+2.9% | Added |
| Northern Trust Corp | 1,449,483 | $56.2M | 0.01% | +140,228+10.7% | Added |
| Citadel Advisors LLC | 1,628,899 | $63.1M | 0.06% | +997,260+157.9% | Added |
| River Road Asset Management, LLC | 1,768,416 | $68.5M | 0.91% | −24,157−1.3% | Reduced |
| Westwood Holdings Group Inc. | 2,118,297 | $82.1M | 0.63% | +42,297+2.0% | Added |
| Macquarie Group Ltd | 2,417,631 | $93.7M | 0.11% | +416,485+20.8% | Added |
| Geode Capital Management, LLC | 2,679,129 | $103.9M | 0.01% | −14,243−0.5% | Reduced |
| First Trust Advisors LP | 2,683,131 | $104.0M | 0.09% | +767,779+40.1% | Added |
| American Century Companies Inc | 3,682,093 | $142.7M | 0.08% | +296,601+8.8% | Added |
| Pacer Advisors, Inc. | 4,137,670 | $160.4M | 0.35% | −325,773−7.3% | Reduced |
| JPMorgan Chase & Co | 4,632,255 | $179.5M | 0.01% | +835,929+22.0% | Added |
| State Street Corp | 6,111,573 | $236.9M | 0.01% | −176,242−2.8% | Reduced |
| Dimensional Fund Advisors LP | 6,552,556 | $254.0M | 0.06% | +15,828+0.2% | Added |
| Vanguard Group Inc | 15,199,510 | $589.1M | 0.01% | +31,686+0.2% | Added |
| BlackRock, Inc. | 18,065,151 | $700.2M | 0.01% | +135,923+0.8% | Added |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −253,075−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −89,820−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −65,665−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −67,946−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −62,100−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −60,477−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −48,297−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −42,777−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −28,859−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −27,517−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −26,757−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −26,002−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −25,634−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,971−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −18,859−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −14,841−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −14,453−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,872−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −13,169−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −12,874−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −10,165−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −10,032−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −9,961−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −9,641−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −9,498−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,386−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,619−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −5,537−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,157−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |