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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 24,685 | $956.8K | 0.01% | +24,685 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,426 | $946.8K | 0.01% | −31−0.1% | Reduced |
| STRS Ohio | 24,100 | $934.1K | 0.00% | −1,500−5.9% | Reduced |
| Blackstone Group Inc. | 24,034 | $931.6K | 0.00% | −1,337−5.3% | Reduced |
| Gallo Partners, LP | 24,000 | $930.2K | 0.69% | +24,000 | New |
| Azzad Asset Management Inc | 23,802 | $922.6K | 0.18% | +1,189+5.3% | Added |
| Vestcor Inc | 23,613 | $915.0K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 22,949 | $889.5K | 0.02% | −14,105−38.1% | Reduced |
| Trust Point Inc. | 22,819 | $884.5K | 0.06% | −3,058−11.8% | Reduced |
| CI Private Wealth, LLC | 22,111 | $857.0K | 0.00% | −3,403−13.3% | Reduced |
| Diversified Trust Co | 21,776 | $844.0K | 0.02% | +3,089+16.5% | Added |
| Range Financial Group LLC | 21,495 | $833.1K | 0.38% | +21,495 | New |
| Pitcairn Co | 21,214 | $822.3K | 0.05% | +168+0.8% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $814.0K | 0.24% | +21,000 | New |
| Janney Montgomery Scott LLC | 20,740 | $804.0K | 0.00% | −1,617−7.2% | Reduced |
| CX Institutional | 20,645 | $800.2K | 0.03% | −3,073−13.0% | Reduced |
| Aristeia Capital LLC | 20,271 | $785.7K | 0.03% | +10,422+105.8% | Added |
| HSBC Holdings PLC | 20,226 | $784.5K | 0.00% | −3,142−13.4% | Reduced |
| The PNC Financial Services Group, Inc. | 19,812 | $767.9K | 0.00% | −1,322−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 19,731 | $764.8K | 0.00% | −6,112−23.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,424 | $752.9K | 0.00% | +19,424 | New |
| Sterling Capital Management LLC | 18,993 | $736.2K | 0.01% | +2,711+16.7% | Added |
| Jump Financial, LLC | 18,878 | $731.7K | 0.02% | +12,511+196.5% | Added |
| Ruffer LLP | 18,783 | $728.0K | 0.03% | +18,783 | New |
| RSM US Wealth Management LLC | 18,634 | $716.9K | 0.01% | −891−4.6% | Reduced |
| Mutual of America Capital Management LLC | 17,332 | $671.8K | 0.01% | +123+0.7% | Added |
| Ashton Thomas Private Wealth, LLC | 17,186 | $666.1K | 0.03% | +17,186 | New |
| Vident Advisory, LLC | 16,505 | $639.7K | 0.01% | −1,510−8.4% | Reduced |
| Pictet Asset Management Holding SA | 16,441 | $637.3K | 0.00% | +135+0.8% | Added |
| Sippican Capital Advisors | 16,325 | $632.8K | 0.46% | −575−3.4% | Reduced |
| Inspire Advisors, LLC | 15,575 | $603.7K | 0.07% | +10,389+200.3% | Added |
| Henshaw Capital LLC | 15,327 | $594.1K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 15,120 | $586.1K | 0.01% | −156,880−91.2% | Reduced |
| Moody National Bank Trust Division | 15,000 | $581.4K | 0.06% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,236 | $551.8K | 0.00% | −42−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 13,824 | $536.0K | 0.00% | −205−1.5% | Reduced |
| Atria Investments LLC | 13,569 | $525.9K | 0.01% | −9,347−40.8% | Reduced |
| Oxford Asset Management LLP | 13,265 | $514.2K | 0.23% | +13,265 | New |
| Campbell & CO Investment Adviser LLC | 12,961 | $502.4K | 0.04% | −11,411−46.8% | Reduced |
| Meritage Portfolio Management | 12,876 | $499.1K | 0.03% | +1,423+12.4% | Added |
| Penserra Capital Management LLC | 12,547 | $486.0K | 0.01% | +3,882+44.8% | Added |
| Gsa Capital Partners LLP | 12,384 | $480.0K | 0.04% | +12,384 | New |
| Envestnet Portfolio Solutions, Inc. | 12,214 | $473.4K | 0.00% | +677+5.9% | Added |
| HighTower Advisors, LLC | 12,015 | $465.7K | 0.00% | +148+1.2% | Added |
| Ameritas Investment Partners, Inc. | 11,970 | $464.0K | 0.02% | +379+3.3% | Added |
| Capital Counsel LLC | 11,905 | $461.4K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11,700 | $452.0K | 0.00% | −10,850−48.1% | Reduced |
| Bailard, Inc. | 11,609 | $450.0K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 11,461 | $444.2K | 0.14% | 00.0% | Unchanged |
| Summit Global Investments | 11,445 | $444.0K | 0.03% | −328−2.8% | Reduced |
| CWM Advisors, LLC | 11,452 | $443.9K | 0.05% | +93+0.8% | Added |
| FIL Ltd | 11,362 | $440.4K | 0.00% | +11,362 | New |
| Blair William & Co | 11,225 | $435.1K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,178 | $433.3K | 0.08% | +11,178 | New |
| Texas Yale Capital Corp. | 11,169 | $432.9K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,049 | $428.0K | 0.00% | +2,054+22.8% | Added |
| Kestra Advisory Services, LLC | 10,947 | $424.3K | 0.00% | −214−1.9% | Reduced |
| CIBC World Markets Corp | 10,708 | $415.0K | 0.00% | +10,708 | New |
| MML Investors Services, LLC | 10,488 | $407.0K | 0.00% | +2,477+30.9% | Added |
| Engineers Gate Manager LP | 10,326 | $400.2K | 0.01% | +10,326 | New |
| Intrust Bank NA | 10,229 | $396.5K | 0.04% | +10,229 | New |
| Dark Forest Capital Management LP | 9,928 | $384.8K | 0.06% | +9,928 | New |
| Readystate Asset Management LP | 9,881 | $383.0K | 0.02% | +9,881 | New |
| Verdence Capital Advisors LLC | 9,603 | $372.2K | 0.03% | +80+0.8% | Added |
| Two Sigma Securities, LLC | 9,578 | $371.2K | 0.07% | +9,578 | New |
| Cambridge Investment Research Advisors, Inc. | 9,410 | $365.0K | 0.00% | +1,478+18.6% | Added |
| Quest Partners LLC | 9,406 | $364.6K | 0.05% | −6,227−39.8% | 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 |
| DGS Capital Management, LLC | 9,150 | $354.7K | 0.09% | −1,760−16.1% | Reduced |
| Alps Advisors Inc | 8,980 | $348.1K | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 8,929 | $346.1K | 0.01% | +8,929 | New |
| Foster & Motley Inc | 8,833 | $342.0K | 0.02% | +8,833 | New |
| B&L Asset Management LLC | 8,778 | $340.2K | 0.22% | 00.0% | Unchanged |
| Prudential PLC | 8,679 | $336.4K | 0.00% | −114−1.3% | Reduced |
| Simplex Trading, LLC | 8,533 | $330.0K | 0.01% | +8,533 | New |
| Fieldview Capital Management, LLC | 8,493 | $329.2K | 0.05% | +8,493 | New |
| Y-Intercept (Hong Kong) Ltd | 8,319 | $322.4K | 0.02% | −13,913−62.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,304 | $321.9K | 0.04% | +8,304 | New |
| Gallacher Capital Management LLC | 8,206 | $318.1K | 0.16% | +350+4.5% | Added |
| Xponance, Inc. | 8,172 | $316.7K | 0.00% | +223+2.8% | Added |
| Lee Financial Co | 8,000 | $310.1K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,972 | $309.0K | 0.00% | −5,833−42.3% | Reduced |
| Gibbs Wealth Management | 7,891 | $305.9K | 0.08% | +1,155+17.1% | Added |
| Petrus Trust Company, LTA | 7,870 | $305.0K | 0.03% | −3,092−28.2% | Reduced |
| Captrust Financial Advisors | 7,862 | $304.7K | 0.00% | +825+11.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,683 | $297.8K | 0.00% | −90−1.2% | Reduced |
| Landscape Capital Management, L.L.C. | 7,595 | $294.4K | 0.03% | +7,595 | New |
| Shell Asset Management Co | 7,594 | $294.0K | 0.01% | −17−0.2% | Reduced |
| Cim Investment Mangement Inc | 7,581 | $293.8K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,560 | $293.0K | 0.02% | −813−9.7% | Reduced |
| CIBC Asset Management Inc | 7,539 | $292.2K | 0.00% | +7,539 | New |
| CIBC Private Wealth Group, LLC | 6,823 | $291.0K | 0.00% | +499+7.9% | Added |
| Crossmark Global Holdings, Inc. | 7,414 | $287.0K | 0.01% | −10−0.1% | Reduced |
| 111 Capital | 7,238 | $280.5K | 0.06% | +7,238 | New |
| CAPROCK Group, Inc. | 7,234 | $280.4K | 0.01% | −121−1.6% | Reduced |
| National Bank of Canada | 6,975 | $270.4K | 0.00% | +492+7.6% | Added |
| Principal Securities, Inc. | 6,951 | $269.4K | 0.01% | −86−1.2% | Reduced |
| Quantinno Capital Management LP | 6,718 | $260.4K | 0.00% | +402+6.4% | Added |
| Proficio Capital Partners LLC | 6,606 | $256.0K | 0.02% | +6,606 | New |