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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 3,458 | $103.0K | 0.00% | −5,075−59.5% | Reduced |
| CIBC Private Wealth Group, LLC | 5,195 | $105.9K | 0.00% | −1,628−23.9% | Reduced |
| CWM, LLC | 3,760 | $113.0K | 0.00% | +955+34.0% | Added |
| Smartleaf Asset Management LLC | 4,197 | $123.4K | 0.01% | +57+1.4% | Added |
| CX Institutional | 4,330 | $130.0K | 0.00% | −16,315−79.0% | Reduced |
| GAMMA Investing LLC | 4,689 | $140.4K | 0.01% | −737−13.6% | Reduced |
| KBC Group NV | 5,075 | $152.0K | 0.00% | +221+4.6% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $166.0K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,969 | $178.8K | 0.08% | +5,969 | New |
| Wolverine Asset Management LLC | 6,022 | $180.4K | 0.00% | +6,022 | New |
| Oakworth Capital, Inc. | 6,408 | $191.9K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 6,800 | $203.7K | 0.24% | +6,800 | New |
| Guggenheim Capital LLC | 6,808 | $203.9K | 0.00% | +920+15.6% | Added |
| Shell Asset Management Co | 7,281 | $218.0K | 0.01% | −313−4.1% | Reduced |
| United Services Automobile Association | 7,542 | $221.7K | 0.01% | +7,542 | New |
| Cim Investment Mangement Inc | 7,405 | $221.8K | 0.05% | −176−2.3% | Reduced |
| CIBC Asset Management Inc | 7,425 | $222.4K | 0.00% | −114−1.5% | Reduced |
| Evergreen Capital Management LLC | 7,454 | $223.2K | 0.01% | +1,588+27.1% | Added |
| Corient IA LLC | 7,500 | $224.6K | 0.16% | +7,500 | New |
| Tower Research Capital LLC (TRC) | 7,591 | $227.3K | 0.01% | +2,861+60.5% | Added |
| Quantinno Capital Management LP | 7,742 | $231.9K | 0.00% | +1,024+15.2% | Added |
| National Bank of Canada | 7,872 | $235.6K | 0.00% | +897+12.9% | Added |
| Scientech Research LLC | 7,953 | $238.2K | 0.06% | +7,953 | New |
| Stonehearth Capital Management, LLC | 8,016 | $240.1K | 0.10% | +1,488+22.8% | Added |
| Sherbrooke Park Advisers LLC | 8,235 | $246.6K | 0.11% | +8,235 | New |
| Brinker Capital Investments, LLC | 8,271 | $247.7K | 0.00% | −1,010−10.9% | Reduced |
| Orion Portfolio Solutions, LLC | 8,271 | $247.7K | 0.00% | −1,010−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 8,355 | $250.2K | 0.00% | +941+12.7% | Added |
| AIA Group Ltd | 8,631 | $258.5K | 0.01% | +2,128+32.7% | Added |
| Xponance, Inc. | 8,688 | $260.2K | 0.00% | +516+6.3% | Added |
| Stephens Inc | 8,695 | $260.4K | 0.00% | +8,695 | New |
| B&L Asset Management LLC | 8,778 | $262.9K | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,800 | $264.0K | 0.00% | −610−6.5% | Reduced |
| Principal Securities, Inc. | 6,951 | $269.4K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 9,847 | $294.9K | 0.08% | +697+7.6% | Added |
| Schroder Investment Management Group | 10,317 | $303.3K | 0.00% | +10,317 | New |
| Wolverine Trading, LLC | 10,440 | $306.9K | 0.01% | +10,440 | New |
| Gibbs Wealth Management | 10,432 | $312.4K | 0.08% | +2,541+32.2% | Added |
| Kestra Advisory Services, LLC | 10,986 | $329.0K | 0.00% | +39+0.4% | Added |
| MML Investors Services, LLC | 11,006 | $330.0K | 0.00% | +518+4.9% | Added |
| Texas Yale Capital Corp. | 11,169 | $334.5K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 11,231 | $336.4K | 0.00% | −131−1.2% | Reduced |
| First National Advisers, LLC | 11,318 | $339.0K | 0.05% | +11,318 | New |
| Ameritas Investment Partners, Inc. | 11,575 | $346.7K | 0.01% | −395−3.3% | Reduced |
| Bailard, Inc. | 11,600 | $347.4K | 0.01% | −9−0.1% | Reduced |
| MQS Management LLC | 11,618 | $348.0K | 0.20% | +11,618 | New |
| HighTower Advisors, LLC | 11,636 | $348.5K | 0.00% | −379−3.2% | Reduced |
| Capital Counsel LLC | 11,905 | $356.6K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,216 | $365.9K | 0.00% | −15,911−56.6% | Reduced |
| Fox Run Management, L.L.C. | 12,260 | $367.2K | 0.06% | +1,082+9.7% | Added |
| Meritage Portfolio Management | 12,364 | $370.3K | 0.02% | −512−4.0% | Reduced |
| Polymer Capital Management (US) LLC | 12,729 | $381.2K | 0.12% | +12,729 | New |
| Blair William & Co | 12,733 | $381.3K | 0.00% | +1,508+13.4% | Added |
| PDT Partners, LLC | 12,952 | $387.9K | 0.03% | −17,278−57.2% | Reduced |
| CWM Advisors, LLC | 13,306 | $398.5K | 0.05% | +1,854+16.2% | Added |
| Algert Global LLC | 13,360 | $400.1K | 0.01% | −1,760−11.6% | Reduced |
| Gotham Asset Management, LLC | 13,698 | $410.3K | 0.00% | −25,386−65.0% | Reduced |
| Public Employees Retirement Association of Colorado | 13,824 | $414.0K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 14,138 | $423.4K | 0.04% | −8,681−38.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,236 | $426.4K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,570 | $437.4K | 0.00% | −5,656−28.0% | Reduced |
| Atria Investments LLC | 14,718 | $440.8K | 0.01% | +1,149+8.5% | Added |
| CI Private Wealth, LLC | 14,904 | $446.4K | 0.00% | −7,207−32.6% | Reduced |
| Verdence Capital Advisors LLC | 15,127 | $453.1K | 0.03% | +5,524+57.5% | Added |
| Moody National Bank Trust Division | 15,534 | $465.2K | 0.05% | +534+3.6% | Added |
| Sippican Capital Advisors | 15,625 | $468.0K | 0.35% | −700−4.3% | Reduced |
| Readystate Asset Management LP | 15,899 | $476.2K | 0.02% | +6,018+60.9% | Added |
| Quest Partners LLC | 16,119 | $482.8K | 0.05% | +6,713+71.4% | Added |
| Mutual of America Capital Management LLC | 16,662 | $499.0K | 0.01% | −670−3.9% | Reduced |
| Cetera Investment Advisers | 16,682 | $499.6K | 0.00% | −13,133−44.0% | Reduced |
| Pictet Asset Management Holding SA | 17,238 | $516.3K | 0.00% | +797+4.8% | Added |
| The PNC Financial Services Group, Inc. | 17,423 | $521.8K | 0.00% | −2,389−12.1% | Reduced |
| RSM US Wealth Management LLC | 17,549 | $525.6K | 0.01% | −1,085−5.8% | Reduced |
| Lazard Asset Management LLC | 17,721 | $529.0K | 0.00% | +6,021+51.5% | Added |
| Inspire Advisors, LLC | 17,708 | $530.3K | 0.06% | +2,133+13.7% | Added |
| SG Americas Securities, LLC | 17,723 | $531.0K | 0.00% | +9,751+122.3% | Added |
| STRS Ohio | 18,000 | $539.1K | 0.00% | −6,100−25.3% | Reduced |
| Pitcairn Co | 18,450 | $552.6K | 0.03% | −2,764−13.0% | Reduced |
| Foster & Motley Inc | 18,560 | $556.0K | 0.04% | +9,727+110.1% | Added |
| Neo Ivy Capital Management | 18,634 | $558.1K | 0.18% | −66,299−78.1% | Reduced |
| Henshaw Capital LLC | 19,337 | $579.1K | 0.03% | +4,010+26.2% | Added |
| Vident Advisory, LLC | 19,470 | $583.1K | 0.01% | +2,965+18.0% | Added |
| Stifel Financial Corp | 19,494 | $583.9K | 0.00% | −7,119−26.8% | Reduced |
| GTS Securities LLC | 19,802 | $593.1K | 0.03% | −7,072−26.3% | Reduced |
| Sanctuary Advisors, LLC | 19,861 | $594.8K | 0.00% | −48,207−70.8% | Reduced |
| Zacks Investment Management | 19,864 | $594.9K | 0.01% | +19,864 | New |
| Ellevest, Inc. | 19,893 | $595.8K | 0.04% | −7,229−26.7% | Reduced |
| State of Wisconsin Investment Board | 20,010 | $599.3K | 0.00% | −21,348−51.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,393 | $610.8K | 0.04% | +12,074+145.1% | Added |
| Gallacher Capital Management LLC | 20,458 | $612.7K | 0.30% | +12,252+149.3% | Added |
| IFP Advisors, Inc | 20,642 | $618.4K | 0.02% | +16,049+349.4% | Added |
| Janney Montgomery Scott LLC | 21,258 | $637.0K | 0.00% | +518+2.5% | Added |
| Summit Global Investments | 21,799 | $653.0K | 0.05% | +10,354+90.5% | Added |
| Jefferies Financial Group Inc. | 21,888 | $655.5K | 0.01% | +21,888 | New |
| Radnor Capital Management, LLC | 22,325 | $669.0K | 0.11% | −4,800−17.7% | Reduced |
| JustInvest LLC | 23,957 | $717.5K | 0.01% | −4,971−17.2% | Reduced |
| Quadrant Capital Group LLC | 24,308 | $728.0K | 0.03% | +16,748+221.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,685 | $739.3K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 24,812 | $743.0K | 0.04% | +24,812 | New |
| Empirical Finance, LLC | 24,856 | $744.4K | 0.04% | +117+0.5% | Added |