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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 108,807 | $4.22M | 0.01% | −4,602−4.1% | Reduced |
| California State Teachers Retirement System | 107,015 | $4.15M | 0.00% | −2,685−2.4% | Reduced |
| Jane Street Group, LLC | 106,882 | $4.14M | 0.01% | −89,200−45.5% | Reduced |
| Illinois Municipal Retirement Fund | 105,136 | $4.08M | 0.06% | −2,838−2.6% | Reduced |
| CoreCommodity Management, LLC | 104,812 | $4.06M | 0.79% | −18,602−15.1% | Reduced |
| Colony Group, LLC | 103,220 | $4.00M | 0.01% | +604+0.6% | Added |
| AQR Capital Management LLC | 101,380 | $3.93M | 0.01% | −30,368−23.1% | Reduced |
| Susquehanna International Group, LLP | 100,705 | $3.90M | 0.01% | +33,890+50.7% | Added |
| Hillsdale Investment Management Inc. | 97,800 | $3.79M | 0.19% | +400+0.4% | Added |
| Public Employees Retirement System of Ohio | 97,424 | $3.78M | 0.01% | +9,080+10.3% | Added |
| Price T Rowe Associates Inc | 94,312 | $3.66M | 0.00% | −783,822−89.3% | Reduced |
| Russell Investments Group, Ltd. | 89,946 | $3.49M | 0.00% | −38,235−29.8% | Reduced |
| Neo Ivy Capital Management | 84,933 | $3.29M | 0.66% | +25,507+42.9% | Added |
| Nisa Investment Advisors, LLC | 84,538 | $3.28M | 0.01% | +1,076+1.3% | Added |
| NFJ Investment Group, LLC | 80,260 | $3.11M | 0.10% | +5,781+7.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 76,908 | $2.98M | 0.01% | +8,000+11.6% | Added |
| Voya Investment Management LLC | 74,465 | $2.89M | 0.00% | −3,912−5.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.88M | 1.23% | 00.0% | Unchanged |
| 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 |
| Royal Bank of Canada | 71,951 | $2.79M | 0.00% | −34,697−32.5% | Reduced |
| Sanctuary Advisors, LLC | 68,068 | $2.70M | 0.02% | +34,895+105.2% | Added |
| MetLife Investment Management | 69,069 | $2.68M | 0.01% | +3,070+4.7% | Added |
| Two Sigma Advisers, LP | 68,800 | $2.67M | 0.01% | −40,700−37.2% | Reduced |
| State of Tennessee, Treasury Department | 68,217 | $2.64M | 0.01% | −2,710−3.8% | Reduced |
| Ensign Peak Advisors, Inc | 67,648 | $2.62M | 0.00% | +8,082+13.6% | Added |
| Two Sigma Investments, LP | 66,383 | $2.57M | 0.01% | −126,742−65.6% | Reduced |
| CBOE Vest Financial, LLC | 66,069 | $2.56M | 0.05% | +30,343+84.9% | Added |
| First National Bank of Omaha | 65,269 | $2.53M | 0.16% | −535−0.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 65,142 | $2.52M | 0.01% | +2,500+4.0% | Added |
| State of Alaska, Department of Revenue | 65,062 | $2.52M | 0.03% | −232−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 64,455 | $2.50M | 0.00% | −1,310−2.0% | Reduced |
| 1492 Capital Management LLC | 64,386 | $2.50M | 1.19% | +125+0.2% | Added |
| Collar Capital Management, LLC | 64,170 | $2.49M | 2.07% | +64,170 | New |
| Weiss Asset Management LP | 63,601 | $2.47M | 0.06% | +63,601 | New |
| Corebridge Financial, Inc. | 60,922 | $2.36M | 0.01% | −4,755−7.2% | Reduced |
| Connors Investor Services Inc | 56,173 | $2.18M | 0.20% | −1,266−2.2% | Reduced |
| Mercer Global Advisors Inc | 56,025 | $2.17M | 0.01% | −1,994−3.4% | Reduced |
| F/M Investments LLC | 55,635 | $2.16M | 0.08% | −85,805−60.7% | Reduced |
| Louisiana State Employees Retirement System | 55,300 | $2.14M | 0.04% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 54,374 | $2.11M | 0.00% | +54,374 | New |
| Janus Henderson Group PLC | 53,810 | $2.09M | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 51,771 | $2.01M | 0.05% | −40,827−44.1% | Reduced |
| Quantbot Technologies LP | 51,505 | $2.00M | 0.07% | +26,109+102.8% | Added |
| Ethic Inc. | 51,420 | $1.99M | 0.04% | −8,213−13.8% | Reduced |
| Insight Wealth Strategies, LLC | 51,084 | $1.98M | 0.27% | +2,801+5.8% | Added |
| US Bancorp | 50,037 | $1.94M | 0.00% | −3,667−6.8% | Reduced |
| State of New Jersey Common Pension Fund D | 47,828 | $1.85M | 0.01% | +5,579+13.2% | Added |
| LPL Financial LLC | 47,333 | $1.83M | 0.00% | +21,140+80.7% | Added |
| Pathstone Holdings, LLC | 47,144 | $1.83M | 0.01% | +5,316+12.7% | Added |
| Danske Bank A/S | 47,114 | $1.83M | 0.01% | −17,270−26.8% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.78M | 0.27% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 45,166 | $1.75M | 0.02% | −470−1.0% | Reduced |
| Verition Fund Management LLC | 44,642 | $1.73M | 0.01% | +13,594+43.8% | Added |
| Cerity Partners LLC | 44,451 | $1.73M | 0.00% | −3,668−7.6% | Reduced |
| Caption Management, LLC | 43,850 | $1.70M | 0.07% | +43,850 | New |
| Creative Planning | 43,076 | $1.67M | 0.00% | −20,459−32.2% | Reduced |
| Natixis Advisors, L.P. | 42,920 | $1.66M | 0.00% | +1,978+4.8% | Added |
| Centiva Capital, LP | 42,429 | $1.64M | 0.06% | −19,602−31.6% | Reduced |
| Magnetar Financial LLC | 41,787 | $1.62M | 0.04% | +27,981+202.7% | Added |
| State of Wisconsin Investment Board | 41,358 | $1.60M | 0.00% | +188+0.5% | Added |
| Miller Howard Investments Inc | 41,159 | $1.60M | 0.05% | +30,264+277.8% | Added |
| De Lisle Partners LLP | 40,000 | $1.55M | 0.23% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.54M | 0.01% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 39,633 | $1.54M | 0.03% | +500+1.3% | Added |
| Gotham Asset Management, LLC | 39,084 | $1.51M | 0.01% | −46,900−54.5% | Reduced |
| TCI Wealth Advisors, Inc. | 38,898 | $1.51M | 0.13% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 38,355 | $1.49M | 0.03% | −283−0.7% | Reduced |
| Waldron Private Wealth LLC | 35,516 | $1.38M | 0.06% | −50.0% | Reduced |
| KLP Kapitalforvaltning AS | 35,400 | $1.37M | 0.01% | +35,400 | New |
| GF Fund Management Co. Ltd. | 34,913 | $1.35M | 0.03% | +34,913 | New |
| ProShare Advisors LLC | 34,482 | $1.34M | 0.00% | +10,611+44.5% | Added |
| State Board of Administration of Florida Retirement System | 34,217 | $1.33M | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 34,190 | $1.33M | 0.66% | 00.0% | Unchanged |
| CSS LLC | 33,671 | $1.31M | 0.08% | −12,661−27.3% | Reduced |
| Amalgamated Bank | 33,533 | $1.30M | 0.01% | −103−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 33,392 | $1.29M | 0.04% | +556+1.7% | Added |
| Arizona State Retirement System | 33,207 | $1.29M | 0.01% | +83+0.3% | Added |
| Bank of Montreal | 31,781 | $1.23M | 0.00% | +1,113+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,830 | $1.19M | 0.00% | −3,272−9.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,545 | $1.18M | 0.01% | +30,545 | New |
| PDT Partners, LLC | 30,230 | $1.17M | 0.10% | −30,062−49.9% | Reduced |
| SIR Capital Management, L.P. | 29,974 | $1.16M | 0.12% | −436,280−93.6% | Reduced |
| Cetera Investment Advisers | 29,815 | $1.16M | 0.00% | +2,394+8.7% | Added |
| Boston Partners | 29,610 | $1.15M | 0.00% | −4,843−14.1% | Reduced |
| JustInvest LLC | 28,928 | $1.12M | 0.02% | −1,223−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 28,127 | $1.09M | 0.00% | −10,303−26.8% | Reduced |
| Winton Group Ltd | 28,091 | $1.09M | 0.07% | +592+2.2% | Added |
| Tudor Investment Corp Et Al | 27,927 | $1.08M | 0.01% | +27,927 | New |
| Sciencast Management LP | 27,757 | $1.08M | 0.29% | +27,757 | New |
| Ellevest, Inc. | 27,122 | $1.05M | 0.06% | −2,191−7.5% | Reduced |
| Radnor Capital Management, LLC | 27,125 | $1.05M | 0.18% | +27,125 | New |
| Oregon Public Employees Retirement Fund | 26,951 | $1.04M | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 26,874 | $1.04M | 0.05% | +26,874 | New |
| Cresset Asset Management, LLC | 26,713 | $1.04M | 0.00% | −2,079−7.2% | Reduced |
| Stifel Financial Corp | 26,613 | $1.03M | 0.00% | +916+3.6% | Added |
| Los Angeles Capital Management LLC | 25,908 | $1.00M | 0.00% | −39,513−60.4% | Reduced |
| Qsemble Capital Management, LP | 24,913 | $965.6K | 0.13% | +24,913 | New |
| Exchange Traded Concepts, LLC | 24,834 | $962.6K | 0.02% | +1,304+5.5% | Added |
| Empirical Finance, LLC | 24,739 | $958.9K | 0.06% | +605+2.5% | Added |