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 |
|---|---|---|---|---|---|
| Range Financial Group LLC | 25,119 | $752.3K | 0.33% | +3,624+16.9% | Added |
| Sciencast Management LP | 25,260 | $756.5K | 0.17% | −2,497−9.0% | Reduced |
| CIBC World Markets Corp | 25,390 | $760.4K | 0.01% | +14,682+137.1% | Added |
| Mariner, LLC | 25,739 | $770.6K | 0.00% | −109,528−81.0% | Reduced |
| Oregon Public Employees Retirement Fund | 26,251 | $786.2K | 0.02% | −700−2.6% | Reduced |
| ProShare Advisors LLC | 26,946 | $807.0K | 0.00% | −7,536−21.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,381 | $820.1K | 0.00% | +2,955+12.1% | Added |
| Cresset Asset Management, LLC | 27,536 | $824.7K | 0.00% | +823+3.1% | Added |
| State Board of Administration of Florida Retirement System | 28,377 | $849.9K | 0.00% | −5,840−17.1% | Reduced |
| Diversified Trust Co | 28,704 | $859.7K | 0.02% | +6,928+31.8% | Added |
| Bryce Point Capital, LLC | 29,120 | $878.6K | 0.66% | +29,120 | New |
| Petrus Trust Company, LTA | 30,682 | $918.9K | 0.09% | +22,812+289.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,830 | $923.4K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 32,149 | $962.9K | 0.00% | −12,302−27.7% | Reduced |
| Amalgamated Bank | 32,580 | $976.0K | 0.01% | −953−2.8% | Reduced |
| Los Angeles Capital Management LLC | 32,714 | $979.8K | 0.00% | +6,806+26.3% | Added |
| Arizona State Retirement System | 32,820 | $983.0K | 0.01% | −387−1.2% | Reduced |
| Maryland State Retirement & Pension System | 33,427 | $1.00M | 0.02% | −4,928−12.8% | Reduced |
| GF Fund Management Co. Ltd. | 33,584 | $1.01M | 0.02% | −1,329−3.8% | Reduced |
| KLP Kapitalforvaltning AS | 33,800 | $1.01M | 0.00% | −1,600−4.5% | Reduced |
| Ironwood Investment Management LLC | 34,190 | $1.02M | 0.56% | 00.0% | Unchanged |
| Empowered Funds, LLC | 35,312 | $1.06M | 0.02% | −76,164−68.3% | Reduced |
| Diversify Advisory Services, LLC | 45,539 | $1.06M | 0.07% | −303,729−87.0% | Reduced |
| Bank of Montreal | 35,475 | $1.06M | 0.00% | +3,694+11.6% | Added |
| Waldron Private Wealth LLC | 35,503 | $1.06M | 0.05% | −130.0% | Reduced |
| Dana Investment Advisors, Inc. | 35,762 | $1.07M | 0.04% | +2,370+7.1% | Added |
| Winton Group Ltd | 35,781 | $1.07M | 0.07% | +7,690+27.4% | Added |
| Bridgewater Associates, LP | 35,869 | $1.07M | 0.00% | −267,535−88.2% | Reduced |
| DRW Securities, LLC | 36,178 | $1.08M | 0.09% | +36,178 | New |
| Exchange Traded Concepts, LLC | 37,095 | $1.11M | 0.02% | +12,261+49.4% | Added |
| Gsa Capital Partners LLP | 37,357 | $1.12M | 0.10% | +24,973+201.7% | Added |
| Ethic Inc. | 37,987 | $1.13M | 0.02% | −13,433−26.1% | Reduced |
| Boston Partners | 38,085 | $1.14M | 0.00% | +8,475+28.6% | Added |
| TCI Wealth Advisors, Inc. | 38,799 | $1.16M | 0.09% | −99−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.19M | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 39,847 | $1.19M | 0.81% | +39,847 | New |
| Ensign Peak Advisors, Inc | 40,621 | $1.22M | 0.00% | −27,027−40.0% | Reduced |
| Energy Income Partners, LLC | 40,749 | $1.22M | 0.02% | +1,116+2.8% | Added |
| Natixis Advisors, L.P. | 40,915 | $1.23M | 0.00% | −2,005−4.7% | Reduced |
| Atom Investors LP | 41,003 | $1.23M | 0.15% | +41,003 | New |
| Allianz Asset Management GmbH | 41,376 | $1.24M | 0.00% | −148,837−78.2% | Reduced |
| Toroso Investments, LLC | 41,829 | $1.25M | 0.01% | +35,237+534.5% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.26M | 0.30% | +21,000+100.0% | Added |
| Caption Management, LLC | 43,834 | $1.31M | 0.06% | −160.0% | Reduced |
| LPL Financial LLC | 44,386 | $1.33M | 0.00% | −2,947−6.2% | Reduced |
| Yousif Capital Management, LLC | 44,701 | $1.34M | 0.02% | −465−1.0% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.38M | 0.19% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 46,039 | $1.38M | 0.04% | +4,880+11.9% | Added |
| Pathstone Holdings, LLC | 46,117 | $1.39M | 0.01% | −1,027−2.2% | Reduced |
| Vestcor Inc | 46,727 | $1.40M | 0.05% | +23,114+97.9% | Added |
| Advisors Preferred, LLC | 47,360 | $1.41M | 0.19% | +47,360 | New |
| State of Tennessee, Treasury Department | 48,329 | $1.45M | 0.01% | −19,888−29.2% | Reduced |
| Two Sigma Investments, LP | 49,392 | $1.48M | 0.00% | −16,991−25.6% | Reduced |
| De Lisle Partners LLP | 50,000 | $1.50M | 0.25% | +10,000+25.0% | Added |
| XTX Topco Ltd | 50,824 | $1.52M | 0.08% | +50,824 | New |
| US Bancorp | 51,043 | $1.53M | 0.00% | +1,006+2.0% | Added |
| CSS LLC | 51,891 | $1.55M | 0.11% | +18,220+54.1% | Added |
| CBOE Vest Financial, LLC | 52,621 | $1.58M | 0.02% | −13,448−20.4% | Reduced |
| Janus Henderson Group PLC | 53,810 | $1.58M | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 48,896 | $1.60M | 0.30% | +48,896 | New |
| Louisiana State Employees Retirement System | 53,900 | $1.61M | 0.03% | −1,400−2.5% | Reduced |
| Connors Investor Services Inc | 55,566 | $1.66M | 0.17% | −607−1.1% | Reduced |
| Mercer Global Advisors Inc | 55,815 | $1.67M | 0.00% | −210−0.4% | Reduced |
| Squarepoint Ops LLC | 57,069 | $1.71M | 0.00% | −132,168−69.8% | Reduced |
| State of New Jersey Common Pension Fund D | 57,200 | $1.71M | 0.01% | +9,372+19.6% | Added |
| Canada Pension Plan Investment Board | 57,800 | $1.73M | 0.00% | +57,800 | New |
| Two Sigma Advisers, LP | 58,000 | $1.74M | 0.00% | −10,800−15.7% | Reduced |
| Teacher Retirement System of Texas | 58,415 | $1.75M | 0.01% | −64,108−52.3% | Reduced |
| Corebridge Financial, Inc. | 59,749 | $1.79M | 0.01% | −1,173−1.9% | Reduced |
| Creative Planning | 61,493 | $1.84M | 0.00% | +18,417+42.8% | Added |
| Collar Capital Management, LLC | 63,230 | $1.89M | 1.72% | −940−1.5% | Reduced |
| State of Alaska, Department of Revenue | 63,398 | $1.90M | 0.02% | −1,664−2.6% | Reduced |
| 1492 Capital Management LLC | 64,297 | $1.93M | 1.04% | −89−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 65,406 | $1.96M | 0.00% | +951+1.5% | Added |
| First National Bank of Omaha | 66,459 | $1.99M | 0.14% | +1,190+1.8% | Added |
| MetLife Investment Management | 67,942 | $2.03M | 0.01% | −1,127−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 68,111 | $2.04M | 0.00% | +2,969+4.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 70,291 | $2.11M | 0.01% | −6,617−8.6% | Reduced |
| Mackenzie Financial Corp | 71,241 | $2.13M | 0.00% | −346,505−82.9% | Reduced |
| Massachusetts Financial Services Co | 72,796 | $2.18M | 0.00% | +18,422+33.9% | Added |
| Holocene Advisors, LP | 72,933 | $2.18M | 0.01% | +72,933 | New |
| Franklin Resources Inc | 73,056 | $2.19M | 0.00% | −44,870−38.0% | Reduced |
| Hodges Capital Management Inc. | 73,908 | $2.21M | 0.22% | −68,886−48.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.23M | 0.98% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 74,782 | $2.24M | 0.36% | −30,030−28.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,123 | $2.28M | 0.00% | +76,123 | New |
| Verition Fund Management LLC | 77,268 | $2.31M | 0.01% | +32,626+73.1% | Added |
| NFJ Investment Group, LLC | 80,260 | $2.40M | 0.08% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 80,356 | $2.41M | 0.03% | −64,539−44.5% | Reduced |
| Black Maple Capital Management LP | 81,600 | $2.44M | 1.92% | +81,600 | New |
| Highbridge Capital Management LLC | 81,750 | $2.45M | 0.11% | +81,750 | New |
| Insight Wealth Strategies, LLC | 82,108 | $2.46M | 0.33% | +31,024+60.7% | Added |
| Public Employees Retirement System of Ohio | 83,393 | $2.50M | 0.01% | −14,031−14.4% | Reduced |
| Thrivent Financial for Lutherans | 84,042 | $2.52M | 0.01% | −57,720−40.7% | Reduced |
| Nisa Investment Advisors, LLC | 84,179 | $2.52M | 0.01% | −359−0.4% | Reduced |
| Dark Forest Capital Management LP | 87,104 | $2.61M | 0.12% | +77,176+777.4% | Added |
| Jump Financial, LLC | 88,909 | $2.66M | 0.04% | +70,031+371.0% | Added |
| Royal Bank of Canada | 91,916 | $2.75M | 0.00% | +19,965+27.7% | Added |
| Adams Wealth Management | 96,812 | $2.90M | 0.57% | +23,537+32.1% | Added |
| CacheTech Inc. | 96,812 | $2.90M | 0.57% | +23,537+32.1% | Added |