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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 6,592 | $255.5K | 0.00% | −4,531−40.7% | Reduced |
| Stonehearth Capital Management, LLC | 6,528 | $253.0K | 0.10% | −682−9.5% | Reduced |
| AIA Group Ltd | 6,503 | $252.1K | 0.01% | +6,503 | New |
| Oakworth Capital, Inc. | 6,408 | $248.4K | 0.02% | +6,408 | New |
| Profund Advisors LLC | 6,383 | $247.4K | 0.01% | +282+4.6% | Added |
| CFM Wealth Partners LLC | 6,277 | $243.3K | 0.04% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 6,237 | $241.8K | 0.12% | +726+13.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,037 | $234.0K | 0.00% | −147−2.4% | Reduced |
| Guggenheim Capital LLC | 5,888 | $228.2K | 0.00% | −4,939−45.6% | Reduced |
| Evergreen Capital Management LLC | 5,866 | $227.4K | 0.01% | −1,886−24.3% | Reduced |
| Syon Capital LLC | 5,726 | $221.9K | 0.02% | +5,726 | New |
| Neuberger Berman Group LLC | 5,704 | $221.1K | 0.00% | −368−6.1% | Reduced |
| CIBC World Markets Inc. | 5,690 | $221.0K | 0.00% | −88−1.5% | Reduced |
| Everence Capital Management Inc | 5,650 | $219.0K | 0.01% | −25,960−82.1% | Reduced |
| QRG Capital Management, Inc. | 5,633 | $218.3K | 0.00% | −1,113−16.5% | Reduced |
| Truist Financial Corp | 5,565 | $215.7K | 0.00% | +188+3.5% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $214.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,486 | $212.6K | 0.12% | +5,486 | New |
| Portside Wealth Group, LLC | 5,482 | $212.5K | 0.04% | +478+9.6% | Added |
| GAMMA Investing LLC | 5,426 | $210.3K | 0.02% | −1,636−23.2% | Reduced |
| Hilltop Holdings Inc. | 5,395 | $209.1K | 0.01% | +5,395 | New |
| Numerai GP LLC | 5,360 | $207.8K | 0.06% | +5,360 | New |
| King Luther Capital Management Corp | 5,304 | $205.6K | 0.00% | −2,400−31.2% | Reduced |
| KBC Group NV | 4,854 | $188.0K | 0.00% | +1,533+46.2% | Added |
| Tower Research Capital LLC (TRC) | 4,730 | $183.3K | 0.00% | +1,854+64.5% | Added |
| IFP Advisors, Inc | 4,593 | $178.3K | 0.01% | +6+0.1% | Added |
| Smartleaf Asset Management LLC | 4,140 | $159.3K | 0.02% | +3,470+517.9% | Added |
| Plato Investment Management Ltd | 3,863 | $150.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,885 | $111.8K | 0.00% | +77+2.7% | Added |
| CWM, LLC | 2,805 | $109.0K | 0.00% | −48−1.7% | Reduced |
| Cetera Trust Company, N.A | 2,440 | $94.6K | 0.06% | −600−19.7% | Reduced |
| Ci Investments Inc. | 2,398 | $93.0K | 0.00% | −439−15.5% | Reduced |
| Bayforest Capital Ltd | 2,389 | $92.6K | 0.12% | +2,389 | New |
| GWM Advisors LLC | 2,241 | $86.8K | 0.00% | +10+0.4% | Added |
| Global Retirement Partners, LLC | 2,179 | $84.5K | 0.00% | +736+51.0% | Added |
| Walleye Trading LLC | 2,159 | $83.7K | 0.00% | −6,195−74.2% | Reduced |
| Archer Investment Corp | 1,950 | $75.6K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1,734 | $64.8K | 0.04% | −173−9.1% | Reduced |
| Legacy Wealth Managment, LLC | 1,734 | $64.8K | 0.04% | −173−9.1% | Reduced |
| R Squared Ltd | 1,570 | $60.9K | 0.06% | +1,570 | New |
| Farther Finance Advisors, LLC | 1,531 | $59.3K | 0.00% | +1+0.1% | Added |
| GW&K Investment Management, LLC | 1,456 | $56.0K | 0.00% | −355−19.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $54.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,254 | $48.6K | 0.00% | −392−23.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,189 | $46.1K | 0.00% | −232−16.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,097 | $42.5K | 0.04% | +1,097 | New |
| Nomura Asset Management Co Ltd | 990 | $38.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 943 | $36.6K | 0.00% | +34+3.7% | Added |
| Harbor Capital Advisors, Inc. | 841 | $33.0K | 0.00% | +101+13.6% | Added |
| Global Wealth Strategies & Associates | 769 | $29.8K | 0.01% | +4+0.5% | Added |
| Umb Bank N A | 750 | $29.1K | 0.00% | −86−10.3% | Reduced |
| Lindbrook Capital, LLC | 668 | $25.9K | 0.00% | −84−11.2% | Reduced |
| Huntington National Bank | 657 | $25.5K | 0.00% | +82+14.3% | Added |
| Coppell Advisory Solutions LLC | 608 | $23.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $23.3K | 0.00% | −164−21.5% | Reduced |
| Byrne Asset Management LLC | 540 | $20.9K | 0.01% | −240−30.8% | Reduced |
| Hexagon Capital Partners LLC | 493 | $19.1K | 0.00% | +194+64.9% | Added |
| Massmutual Trust Co FSB | 487 | $18.9K | 0.00% | −41−7.8% | Reduced |
| Covestor Ltd | 476 | $18.0K | 0.01% | +2+0.4% | Added |
| Clearstead Advisors, LLC | 417 | $16.2K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 400 | $15.5K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 362 | $14.7K | 0.01% | +101+38.7% | Added |
| Parallel Advisors, LLC | 372 | $14.4K | 0.00% | +31+9.1% | Added |
| Rise Advisors, LLC | 360 | $13.9K | 0.01% | +2+0.6% | Added |
| Bessemer Group Inc | 327 | $13.0K | 0.00% | +123+60.3% | Added |
| Cypress Capital Management LLC (WY) | 310 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 298 | $11.6K | 0.00% | −45−13.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 289 | $11.2K | 0.00% | +139+92.7% | Added |
| Ronald Blue Trust, Inc. | 234 | $9.07K | 0.00% | −791−77.2% | Reduced |
| LGT Financial Advisors LLC | 231 | $8.95K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 228 | $8.77K | 0.01% | −182−44.4% | Reduced |
| WealthCollab, LLC | 225 | $8.72K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 197 | $8.23K | 0.00% | −82−29.4% | Reduced |
| Private Trust Co NA | 195 | $7.56K | 0.00% | −20−9.3% | Reduced |
| Addison Advisors LLC | 191 | $7.40K | 0.00% | −234−55.1% | Reduced |
| Park Square Financial Group, LLC | 185 | $7.17K | 0.00% | +185 | New |
| Bell Investment Advisors, Inc | 162 | $6.28K | 0.00% | −2−1.2% | Reduced |
| Quarry LP | 141 | $5.46K | 0.00% | +141 | New |
| Larson Financial Group LLC | 132 | $5.12K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 120 | $4.65K | 0.00% | +73+155.3% | Added |
| Bryn Mawr Trust Co | 118 | $4.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $4.34K | 0.00% | +93+489.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 101 | $3.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $3.88K | 0.00% | +18+22.0% | Added |
| Skopos Labs, Inc. | 95 | $3.68K | 0.00% | +95 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 93 | $3.60K | 0.00% | +93 | New |
| Leonteq Securities AG | 85 | $3.29K | 0.00% | −2,500−96.7% | Reduced |
| Headlands Technologies LLC | 80 | $3.10K | 0.00% | −1,126−93.4% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 87 | $3.00K | 0.00% | +35+67.3% | Added |
| LRI Investments, LLC | 75 | $2.89K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 72 | $2.79K | 0.00% | +72 | New |
| CVA Family Office, LLC | 71 | $2.75K | 0.00% | +45+173.1% | Added |
| AdvisorNet Financial, Inc | 58 | $2.25K | 0.00% | −25−30.1% | Reduced |
| Quent Capital, LLC | 54 | $2.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $1.94K | 0.00% | −9−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 45 | $1.74K | 0.00% | +19+73.1% | Added |
| Cassady Schiller Wealth Management, LLC | 42 | $1.63K | 0.00% | +42 | New |
| Proequities, Inc. | 38 | $1.59K | 0.00% | +4+11.8% | Added |