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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 97,184 | $2.91M | 0.05% | +86,858+841.2% | Added |
| Voya Investment Management LLC | 97,851 | $2.93M | 0.00% | +23,386+31.4% | Added |
| RE Advisers Corp | 98,900 | $2.96M | 0.07% | −30,300−23.5% | Reduced |
| Price T Rowe Associates Inc | 99,885 | $2.99M | 0.00% | +5,573+5.9% | Added |
| Illinois Municipal Retirement Fund | 101,173 | $3.03M | 0.04% | −3,963−3.8% | Reduced |
| Great West Life Assurance Co | 102,906 | $3.08M | 0.01% | −5,901−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 103,152 | $3.09M | 0.00% | −518,253−83.4% | Reduced |
| TownSquare Capital, LLC | 104,202 | $3.12M | 0.03% | −312,937−75.0% | Reduced |
| Colony Group, LLC | 104,654 | $3.13M | 0.01% | +1,434+1.4% | Added |
| California State Teachers Retirement System | 105,452 | $3.16M | 0.00% | −1,563−1.5% | Reduced |
| Deutsche Bank AG | 110,338 | $3.30M | 0.00% | −1,361−1.2% | Reduced |
| Comerica Bank | 116,055 | $3.48M | 0.01% | −3,301−2.8% | Reduced |
| Intech Investment Management LLC | 123,349 | $3.69M | 0.04% | +734+0.6% | Added |
| Man Group plc | 124,572 | $3.73M | 0.01% | −72,361−36.7% | Reduced |
| Segall Bryant & Hamill, LLC | 128,907 | $3.86M | 0.06% | −19,987−13.4% | Reduced |
| Congress Wealth Management LLC | 132,782 | $3.98M | 0.05% | +16,193+13.9% | Added |
| Moody Aldrich Partners LLC | 135,058 | $4.04M | 0.85% | +2,791+2.1% | Added |
| Alliancebernstein L.P. | 138,570 | $4.15M | 0.00% | +2,460+1.8% | Added |
| AQR Capital Management LLC | 145,922 | $4.37M | 0.00% | +44,542+43.9% | Added |
| Caxton Associates LLP | 147,041 | $4.40M | 0.15% | +147,041 | New |
| Evoke Wealth, LLC | 148,207 | $4.44M | 0.12% | −4,721−3.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 161,825 | $4.82M | 0.01% | −385,131−70.4% | Reduced |
| Peregrine Capital Management LLC | 162,849 | $4.88M | 0.16% | +39,165+31.7% | Added |
| Aventail Capital Group, LP | 167,504 | $5.02M | 0.25% | −82,496−33.0% | Reduced |
| Denali Advisors LLC | 172,344 | $5.16M | 0.59% | +59,793+53.1% | Added |
| New York State Teachers Retirement System | 175,061 | $5.24M | 0.01% | −11,462−6.1% | Reduced |
| Rafferty Asset Management, LLC | 175,413 | $5.25M | 0.02% | +18,555+11.8% | Added |
| Susquehanna International Group, LLP | 178,950 | $5.36M | 0.01% | +78,245+77.7% | Added |
| Pekin Hardy Strauss, Inc. | 186,715 | $5.59M | 0.68% | +14,190+8.2% | Added |
| Barclays PLC | 191,935 | $5.75M | 0.00% | −62,980−24.7% | Reduced |
| Russell Investments Group, Ltd. | 192,565 | $5.77M | 0.01% | +102,619+114.1% | Added |
| Jupiter Asset Management Ltd | 199,362 | $5.97M | 0.06% | −111,603−35.9% | Reduced |
| Freestone Grove Partners LP | 202,823 | $6.07M | 0.06% | +202,823 | New |
| California Public Employees Retirement System | 207,815 | $6.22M | 0.00% | −647−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 211,719 | $6.34M | 0.08% | +211,719 | New |
| Wells Fargo & Company | 217,643 | $6.52M | 0.00% | −45,678−17.3% | Reduced |
| Foundry Partners, LLC | 218,150 | $6.53M | 0.35% | +22,389+11.4% | Added |
| Prudential Financial Inc | 221,306 | $6.63M | 0.01% | +96,792+77.7% | Added |
| Swiss National Bank | 221,600 | $6.64M | 0.00% | −3,100−1.4% | Reduced |
| Jain Global LLC | 242,750 | $7.27M | 0.15% | +242,750 | New |
| Royce & Associates LP | 270,060 | $8.09M | 0.09% | +37,537+16.1% | Added |
| Citigroup Inc | 271,302 | $8.13M | 0.01% | +230+0.1% | Added |
| First Eagle Investment Management, LLC | 277,303 | $8.31M | 0.02% | +36,700+15.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 284,339 | $8.52M | 0.04% | +264,915+1,363.9% | Added |
| Federated Hermes, Inc. | 298,924 | $8.95M | 0.02% | −200,521−40.1% | Reduced |
| HRT Financial LP | 308,757 | $9.25M | 0.06% | +308,757 | New |
| Legal & General Group Plc | 328,942 | $9.85M | 0.00% | −10,655−3.1% | Reduced |
| Corigliano Investment Advisers, LLC | 328,983 | $9.85M | 4.39% | +328,983 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 329,105 | $9.86M | 0.03% | +90,900+38.2% | Added |
| FMR LLC | 330,124 | $9.89M | 0.00% | −8,527−2.5% | Reduced |
| Twinbeech Capital LP | 333,550 | $9.99M | 0.18% | +324,621+3,635.6% | Added |
| Magnetar Financial LLC | 346,986 | $10.4M | 0.14% | +305,199+730.4% | Added |
| UBS Asset Management Americas Inc | 375,916 | $11.3M | 0.00% | +4,113+1.1% | Added |
| Arrowstreet Capital, Limited Partnership | 383,299 | $11.5M | 0.01% | +98,824+34.7% | Added |
| Baird Financial Group, Inc. | 388,639 | $11.6M | 0.02% | +2,572+0.7% | Added |
| Rhumbline Advisers | 402,867 | $12.1M | 0.01% | +9,003+2.3% | Added |
| Public Sector Pension Investment Board | 405,332 | $12.1M | 0.05% | +120,275+42.2% | Added |
| Glenmede Trust Co NA | 423,994 | $12.7M | 0.07% | −12,396−2.8% | Reduced |
| Victory Capital Management Inc | 433,834 | $13.0M | 0.01% | +317,421+272.7% | Added |
| Standard Life Aberdeen plc | 446,759 | $13.4M | 0.03% | +64,648+16.9% | Added |
| Kennedy Capital Management, Inc. | 448,609 | $13.4M | 0.32% | +150,046+50.3% | Added |
| UBS Group AG | 461,044 | $13.8M | 0.00% | −12,719−2.7% | Reduced |
| Panagora Asset Management Inc | 461,618 | $13.8M | 0.07% | +128,026+38.4% | Added |
| LSV Asset Management | 462,291 | $13.8M | 0.03% | +126,991+37.9% | Added |
| Envestnet Asset Management Inc | 499,854 | $15.0M | 0.00% | −45,107−8.3% | Reduced |
| SEI Investments Co | 506,650 | $15.2M | 0.02% | +64,787+14.7% | Added |
| Goldman Sachs Group Inc | 510,121 | $15.3M | 0.00% | −841,194−62.3% | Reduced |
| Raymond James Financial Inc | 516,649 | $15.5M | 0.01% | −52,469−9.2% | Reduced |
| Alyeska Investment Group, L.P. | 522,974 | $15.7M | 0.06% | +522,974 | New |
| Wedge Capital Management L L P | 582,370 | $17.4M | 0.34% | +22,126+3.9% | Added |
| Tributary Capital Management, LLC | 583,013 | $17.5M | 1.53% | +25,041+4.5% | Added |
| Nuveen, LLC | 631,370 | $18.9M | 0.01% | +631,370 | New |
| Jane Street Group, LLC | 639,882 | $19.2M | 0.03% | +533,000+498.7% | Added |
| Principal Financial Group Inc | 653,705 | $19.6M | 0.01% | +17,883+2.8% | Added |
| Renaissance Technologies LLC | 687,863 | $20.6M | 0.03% | −31,100−4.3% | Reduced |
| William Blair Investment Management, LLC | 701,437 | $21.0M | 0.06% | −32,101−4.4% | Reduced |
| Voloridge Investment Management, LLC | 710,865 | $21.3M | 0.08% | −463,866−39.5% | Reduced |
| Frontier Capital Management Co LLC | 831,331 | $24.9M | 0.27% | −386,306−31.7% | Reduced |
| New York State Common Retirement Fund | 846,844 | $25.4M | 0.04% | +846,844 | New |
| Fisher Asset Management, LLC | 861,876 | $25.8M | 0.01% | +342,574+66.0% | Added |
| Bank of America Corp | 939,540 | $28.1M | 0.00% | +428,078+83.7% | Added |
| Ameriprise Financial Inc | 1,017,698 | $30.5M | 0.01% | −4,609−0.5% | Reduced |
| Bank of New York Mellon Corp | 1,182,465 | $35.4M | 0.01% | −52,425−4.2% | Reduced |
| Palisade Capital Management LLC | 1,226,895 | $36.7M | 1.05% | +383,616+45.5% | Added |
| Charles Schwab Investment Management Inc | 1,232,104 | $36.9M | 0.01% | −23,737−1.9% | Reduced |
| Congress Asset Management Co | 1,259,627 | $37.7M | 0.28% | +172,161+15.8% | Added |
| Morgan Stanley | 1,292,590 | $38.7M | 0.00% | −120,214−8.5% | Reduced |
| Northern Trust Corp | 1,398,391 | $41.9M | 0.01% | −51,092−3.5% | Reduced |
| HITE Hedge Asset Management LLC | 1,469,289 | $44.0M | 2.73% | +1,469,289 | New |
| Channing Capital Management, LLC | 1,558,569 | $46.7M | 1.41% | +391,536+33.5% | Added |
| First Trust Advisors LP | 1,617,494 | $48.4M | 0.04% | −1,065,637−39.7% | Reduced |
| River Road Asset Management, LLC | 1,758,090 | $52.7M | 0.72% | −10,326−0.6% | Reduced |
| Invesco Ltd. | 1,873,860 | $56.1M | 0.01% | +1,178,397+169.4% | Added |
| Millennium Management LLC | 1,884,536 | $56.4M | 0.05% | +1,537,479+443.0% | Added |
| Citadel Advisors LLC | 2,417,082 | $72.4M | 0.07% | +788,183+48.4% | Added |
| Macquarie Group Ltd | 2,478,583 | $74.2M | 0.09% | +60,952+2.5% | Added |
| Geode Capital Management, LLC | 2,692,176 | $80.6M | 0.01% | +13,047+0.5% | Added |
| Westwood Holdings Group Inc. | 3,207,245 | $96.1M | 0.73% | +1,088,948+51.4% | Added |
| American Century Companies Inc | 3,909,004 | $117.1M | 0.07% | +226,911+6.2% | Added |
| JPMorgan Chase & Co | 4,267,125 | $127.8M | 0.01% | −365,130−7.9% | Reduced |