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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in SM Energy Co as of Mar 31, 2025. 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
- 404
- −18 vs. Q4 2024
- Shares held
- 116.1M
- +1.49M (+1.3%) vs. Q4 2024
- Total value
- $3.48B
- −$968.2M (−21.8%) vs. Q4 2024
- New holders
- 68
- 157 more added
- Sold out
- 86
- 141 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 498 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,708,263 | $530.4M | 0.01% | −356,888−2.0% | Reduced |
| Vanguard Group Inc | 15,269,443 | $457.3M | 0.01% | +69,933+0.5% | Added |
| State Street Corp | 6,349,130 | $190.2M | 0.01% | +237,557+3.9% | Added |
| Dimensional Fund Advisors LP | 6,307,316 | $188.9M | 0.05% | −245,240−3.7% | Reduced |
| JPMorgan Chase & Co | 4,267,125 | $127.8M | 0.01% | −365,130−7.9% | Reduced |
| American Century Companies Inc | 3,909,004 | $117.1M | 0.07% | +226,911+6.2% | Added |
| Westwood Holdings Group Inc. | 3,207,245 | $96.1M | 0.73% | +1,088,948+51.4% | Added |
| Geode Capital Management, LLC | 2,692,176 | $80.6M | 0.01% | +13,047+0.5% | Added |
| Macquarie Group Ltd | 2,478,583 | $74.2M | 0.09% | +60,952+2.5% | Added |
| Citadel Advisors LLC | 2,417,082 | $72.4M | 0.07% | +788,183+48.4% | Added |
| Millennium Management LLC | 1,884,536 | $56.4M | 0.05% | +1,537,479+443.0% | Added |
| Invesco Ltd. | 1,873,860 | $56.1M | 0.01% | +1,178,397+169.4% | Added |
| River Road Asset Management, LLC | 1,758,090 | $52.7M | 0.72% | −10,326−0.6% | Reduced |
| First Trust Advisors LP | 1,617,494 | $48.4M | 0.04% | −1,065,637−39.7% | Reduced |
| Channing Capital Management, LLC | 1,558,569 | $46.7M | 1.41% | +391,536+33.5% | Added |
| HITE Hedge Asset Management LLC | 1,469,289 | $44.0M | 2.73% | +1,469,289 | New |
| Northern Trust Corp | 1,398,391 | $41.9M | 0.01% | −51,092−3.5% | Reduced |
| Morgan Stanley | 1,292,590 | $38.7M | 0.00% | −120,214−8.5% | Reduced |
| Congress Asset Management Co | 1,259,627 | $37.7M | 0.28% | +172,161+15.8% | Added |
| Charles Schwab Investment Management Inc | 1,232,104 | $36.9M | 0.01% | −23,737−1.9% | Reduced |
| Palisade Capital Management LLC | 1,226,895 | $36.7M | 1.05% | +383,616+45.5% | Added |
| Bank of New York Mellon Corp | 1,182,465 | $35.4M | 0.01% | −52,425−4.2% | Reduced |
| Ameriprise Financial Inc | 1,017,698 | $30.5M | 0.01% | −4,609−0.5% | Reduced |
| Bank of America Corp | 939,540 | $28.1M | 0.00% | +428,078+83.7% | Added |
| Fisher Asset Management, LLC | 861,876 | $25.8M | 0.01% | +342,574+66.0% | Added |
| New York State Common Retirement Fund | 846,844 | $25.4M | 0.04% | +846,844 | New |
| Frontier Capital Management Co LLC | 831,331 | $24.9M | 0.27% | −386,306−31.7% | Reduced |
| Voloridge Investment Management, LLC | 710,865 | $21.3M | 0.08% | −463,866−39.5% | Reduced |
| William Blair Investment Management, LLC | 701,437 | $21.0M | 0.06% | −32,101−4.4% | Reduced |
| Renaissance Technologies LLC | 687,863 | $20.6M | 0.03% | −31,100−4.3% | Reduced |
| Principal Financial Group Inc | 653,705 | $19.6M | 0.01% | +17,883+2.8% | Added |
| Jane Street Group, LLC | 639,882 | $19.2M | 0.03% | +533,000+498.7% | Added |
| Nuveen, LLC | 631,370 | $18.9M | 0.01% | +631,370 | New |
| Tributary Capital Management, LLC | 583,013 | $17.5M | 1.53% | +25,041+4.5% | Added |
| Wedge Capital Management L L P | 582,370 | $17.4M | 0.34% | +22,126+3.9% | Added |
| Alyeska Investment Group, L.P. | 522,974 | $15.7M | 0.06% | +522,974 | New |
| Raymond James Financial Inc | 516,649 | $15.5M | 0.01% | −52,469−9.2% | Reduced |
| Goldman Sachs Group Inc | 510,121 | $15.3M | 0.00% | −841,194−62.3% | Reduced |
| SEI Investments Co | 506,650 | $15.2M | 0.02% | +64,787+14.7% | Added |
| Envestnet Asset Management Inc | 499,854 | $15.0M | 0.00% | −45,107−8.3% | Reduced |
| LSV Asset Management | 462,291 | $13.8M | 0.03% | +126,991+37.9% | Added |
| Panagora Asset Management Inc | 461,618 | $13.8M | 0.07% | +128,026+38.4% | Added |
| UBS Group AG | 461,044 | $13.8M | 0.00% | −12,719−2.7% | Reduced |
| Kennedy Capital Management, Inc. | 448,609 | $13.4M | 0.32% | +150,046+50.3% | Added |
| Standard Life Aberdeen plc | 446,759 | $13.4M | 0.03% | +64,648+16.9% | Added |
| Victory Capital Management Inc | 433,834 | $13.0M | 0.01% | +317,421+272.7% | Added |
| Glenmede Trust Co NA | 423,994 | $12.7M | 0.07% | −12,396−2.8% | Reduced |
| Public Sector Pension Investment Board | 405,332 | $12.1M | 0.05% | +120,275+42.2% | Added |
| Rhumbline Advisers | 402,867 | $12.1M | 0.01% | +9,003+2.3% | Added |
| Baird Financial Group, Inc. | 388,639 | $11.6M | 0.02% | +2,572+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 383,299 | $11.5M | 0.01% | +98,824+34.7% | Added |
| UBS Asset Management Americas Inc | 375,916 | $11.3M | 0.00% | +4,113+1.1% | Added |
| Magnetar Financial LLC | 346,986 | $10.4M | 0.14% | +305,199+730.4% | Added |
| Twinbeech Capital LP | 333,550 | $9.99M | 0.18% | +324,621+3,635.6% | Added |
| FMR LLC | 330,124 | $9.89M | 0.00% | −8,527−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 329,105 | $9.86M | 0.03% | +90,900+38.2% | Added |
| Corigliano Investment Advisers, LLC | 328,983 | $9.85M | 4.39% | +328,983 | New |
| Legal & General Group Plc | 328,942 | $9.85M | 0.00% | −10,655−3.1% | Reduced |
| HRT Financial LP | 308,757 | $9.25M | 0.06% | +308,757 | New |
| Federated Hermes, Inc. | 298,924 | $8.95M | 0.02% | −200,521−40.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 284,339 | $8.52M | 0.04% | +264,915+1,363.9% | Added |
| First Eagle Investment Management, LLC | 277,303 | $8.31M | 0.02% | +36,700+15.3% | Added |
| Citigroup Inc | 271,302 | $8.13M | 0.01% | +230+0.1% | Added |
| Royce & Associates LP | 270,060 | $8.09M | 0.09% | +37,537+16.1% | Added |
| Jain Global LLC | 242,750 | $7.27M | 0.15% | +242,750 | New |
| Swiss National Bank | 221,600 | $6.64M | 0.00% | −3,100−1.4% | Reduced |
| Prudential Financial Inc | 221,306 | $6.63M | 0.01% | +96,792+77.7% | Added |
| Foundry Partners, LLC | 218,150 | $6.53M | 0.35% | +22,389+11.4% | Added |
| Wells Fargo & Company | 217,643 | $6.52M | 0.00% | −45,678−17.3% | Reduced |
| ExodusPoint Capital Management, LP | 211,719 | $6.34M | 0.08% | +211,719 | New |
| California Public Employees Retirement System | 207,815 | $6.22M | 0.00% | −647−0.3% | Reduced |
| Freestone Grove Partners LP | 202,823 | $6.07M | 0.06% | +202,823 | New |
| Jupiter Asset Management Ltd | 199,362 | $5.97M | 0.06% | −111,603−35.9% | Reduced |
| Russell Investments Group, Ltd. | 192,565 | $5.77M | 0.01% | +102,619+114.1% | Added |
| Barclays PLC | 191,935 | $5.75M | 0.00% | −62,980−24.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 186,715 | $5.59M | 0.68% | +14,190+8.2% | Added |
| Susquehanna International Group, LLP | 178,950 | $5.36M | 0.01% | +78,245+77.7% | Added |
| Rafferty Asset Management, LLC | 175,413 | $5.25M | 0.02% | +18,555+11.8% | Added |
| New York State Teachers Retirement System | 175,061 | $5.24M | 0.01% | −11,462−6.1% | Reduced |
| Denali Advisors LLC | 172,344 | $5.16M | 0.59% | +59,793+53.1% | Added |
| Aventail Capital Group, LP | 167,504 | $5.02M | 0.25% | −82,496−33.0% | Reduced |
| Peregrine Capital Management LLC | 162,849 | $4.88M | 0.16% | +39,165+31.7% | Added |
| Allspring Global Investments Holdings, LLC | 161,825 | $4.82M | 0.01% | −385,131−70.4% | Reduced |
| Evoke Wealth, LLC | 148,207 | $4.44M | 0.12% | −4,721−3.1% | Reduced |
| Caxton Associates LLP | 147,041 | $4.40M | 0.15% | +147,041 | New |
| AQR Capital Management LLC | 145,922 | $4.37M | 0.00% | +44,542+43.9% | Added |
| Alliancebernstein L.P. | 138,570 | $4.15M | 0.00% | +2,460+1.8% | Added |
| Moody Aldrich Partners LLC | 135,058 | $4.04M | 0.85% | +2,791+2.1% | Added |
| Congress Wealth Management LLC | 132,782 | $3.98M | 0.05% | +16,193+13.9% | Added |
| Segall Bryant & Hamill, LLC | 128,907 | $3.86M | 0.06% | −19,987−13.4% | Reduced |
| Man Group plc | 124,572 | $3.73M | 0.01% | −72,361−36.7% | Reduced |
| Intech Investment Management LLC | 123,349 | $3.69M | 0.04% | +734+0.6% | Added |
| Comerica Bank | 116,055 | $3.48M | 0.01% | −3,301−2.8% | Reduced |
| Deutsche Bank AG | 110,338 | $3.30M | 0.00% | −1,361−1.2% | Reduced |
| California State Teachers Retirement System | 105,452 | $3.16M | 0.00% | −1,563−1.5% | Reduced |
| Colony Group, LLC | 104,654 | $3.13M | 0.01% | +1,434+1.4% | Added |
| TownSquare Capital, LLC | 104,202 | $3.12M | 0.03% | −312,937−75.0% | Reduced |
| D. E. Shaw & Co., Inc. | 103,152 | $3.09M | 0.00% | −518,253−83.4% | Reduced |
| Great West Life Assurance Co | 102,906 | $3.08M | 0.01% | −5,901−5.4% | Reduced |
| Illinois Municipal Retirement Fund | 101,173 | $3.03M | 0.04% | −3,963−3.8% | Reduced |