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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 99,885 | $2.99M | 0.00% | +5,573+5.9% | Added |
| RE Advisers Corp | 98,900 | $2.96M | 0.07% | −30,300−23.5% | Reduced |
| Voya Investment Management LLC | 97,851 | $2.93M | 0.00% | +23,386+31.4% | Added |
| Engineers Gate Manager LP | 97,184 | $2.91M | 0.05% | +86,858+841.2% | 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 |
| Royal Bank of Canada | 91,916 | $2.75M | 0.00% | +19,965+27.7% | Added |
| Jump Financial, LLC | 88,909 | $2.66M | 0.04% | +70,031+371.0% | Added |
| Dark Forest Capital Management LP | 87,104 | $2.61M | 0.12% | +77,176+777.4% | Added |
| Nisa Investment Advisors, LLC | 84,179 | $2.52M | 0.01% | −359−0.4% | Reduced |
| Thrivent Financial for Lutherans | 84,042 | $2.52M | 0.01% | −57,720−40.7% | Reduced |
| Public Employees Retirement System of Ohio | 83,393 | $2.50M | 0.01% | −14,031−14.4% | Reduced |
| Insight Wealth Strategies, LLC | 82,108 | $2.46M | 0.33% | +31,024+60.7% | Added |
| Highbridge Capital Management LLC | 81,750 | $2.45M | 0.11% | +81,750 | New |
| Black Maple Capital Management LP | 81,600 | $2.44M | 1.92% | +81,600 | New |
| Capital Fund Management S.A. | 80,356 | $2.41M | 0.03% | −64,539−44.5% | Reduced |
| NFJ Investment Group, LLC | 80,260 | $2.40M | 0.08% | 00.0% | Unchanged |
| Verition Fund Management LLC | 77,268 | $2.31M | 0.01% | +32,626+73.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,123 | $2.28M | 0.00% | +76,123 | New |
| CoreCommodity Management, LLC | 74,782 | $2.24M | 0.36% | −30,030−28.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.23M | 0.98% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 73,908 | $2.21M | 0.22% | −68,886−48.2% | Reduced |
| Franklin Resources Inc | 73,056 | $2.19M | 0.00% | −44,870−38.0% | Reduced |
| Holocene Advisors, LP | 72,933 | $2.18M | 0.01% | +72,933 | New |
| Massachusetts Financial Services Co | 72,796 | $2.18M | 0.00% | +18,422+33.9% | Added |
| Mackenzie Financial Corp | 71,241 | $2.13M | 0.00% | −346,505−82.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 70,291 | $2.11M | 0.01% | −6,617−8.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 68,111 | $2.04M | 0.00% | +2,969+4.6% | Added |
| MetLife Investment Management | 67,942 | $2.03M | 0.01% | −1,127−1.6% | Reduced |
| First National Bank of Omaha | 66,459 | $1.99M | 0.14% | +1,190+1.8% | Added |
| Manufacturers Life Insurance Company, The | 65,406 | $1.96M | 0.00% | +951+1.5% | Added |
| 1492 Capital Management LLC | 64,297 | $1.93M | 1.04% | −89−0.1% | Reduced |
| State of Alaska, Department of Revenue | 63,398 | $1.90M | 0.02% | −1,664−2.6% | Reduced |
| Collar Capital Management, LLC | 63,230 | $1.89M | 1.72% | −940−1.5% | Reduced |
| Creative Planning | 61,493 | $1.84M | 0.00% | +18,417+42.8% | Added |
| Corebridge Financial, Inc. | 59,749 | $1.79M | 0.01% | −1,173−1.9% | Reduced |
| Teacher Retirement System of Texas | 58,415 | $1.75M | 0.01% | −64,108−52.3% | Reduced |
| Two Sigma Advisers, LP | 58,000 | $1.74M | 0.00% | −10,800−15.7% | Reduced |
| Canada Pension Plan Investment Board | 57,800 | $1.73M | 0.00% | +57,800 | New |
| State of New Jersey Common Pension Fund D | 57,200 | $1.71M | 0.01% | +9,372+19.6% | Added |
| Squarepoint Ops LLC | 57,069 | $1.71M | 0.00% | −132,168−69.8% | Reduced |
| Mercer Global Advisors Inc | 55,815 | $1.67M | 0.00% | −210−0.4% | Reduced |
| Connors Investor Services Inc | 55,566 | $1.66M | 0.17% | −607−1.1% | Reduced |
| Louisiana State Employees Retirement System | 53,900 | $1.61M | 0.03% | −1,400−2.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 48,896 | $1.60M | 0.30% | +48,896 | New |
| Janus Henderson Group PLC | 53,810 | $1.58M | 0.00% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 52,621 | $1.58M | 0.02% | −13,448−20.4% | Reduced |
| CSS LLC | 51,891 | $1.55M | 0.11% | +18,220+54.1% | Added |
| US Bancorp | 51,043 | $1.53M | 0.00% | +1,006+2.0% | Added |
| XTX Topco Ltd | 50,824 | $1.52M | 0.08% | +50,824 | New |
| De Lisle Partners LLP | 50,000 | $1.50M | 0.25% | +10,000+25.0% | Added |
| Two Sigma Investments, LP | 49,392 | $1.48M | 0.00% | −16,991−25.6% | Reduced |
| State of Tennessee, Treasury Department | 48,329 | $1.45M | 0.01% | −19,888−29.2% | Reduced |
| Advisors Preferred, LLC | 47,360 | $1.41M | 0.19% | +47,360 | New |
| Vestcor Inc | 46,727 | $1.40M | 0.05% | +23,114+97.9% | Added |
| Pathstone Holdings, LLC | 46,117 | $1.39M | 0.01% | −1,027−2.2% | Reduced |
| Miller Howard Investments Inc | 46,039 | $1.38M | 0.04% | +4,880+11.9% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.38M | 0.19% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 44,701 | $1.34M | 0.02% | −465−1.0% | Reduced |
| LPL Financial LLC | 44,386 | $1.33M | 0.00% | −2,947−6.2% | Reduced |
| Caption Management, LLC | 43,834 | $1.31M | 0.06% | −160.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.26M | 0.30% | +21,000+100.0% | Added |
| Toroso Investments, LLC | 41,829 | $1.25M | 0.01% | +35,237+534.5% | Added |
| Allianz Asset Management GmbH | 41,376 | $1.24M | 0.00% | −148,837−78.2% | Reduced |
| Atom Investors LP | 41,003 | $1.23M | 0.15% | +41,003 | New |
| Natixis Advisors, L.P. | 40,915 | $1.23M | 0.00% | −2,005−4.7% | Reduced |
| Energy Income Partners, LLC | 40,749 | $1.22M | 0.02% | +1,116+2.8% | Added |
| Ensign Peak Advisors, Inc | 40,621 | $1.22M | 0.00% | −27,027−40.0% | Reduced |
| Kiker Wealth Management, LLC | 39,847 | $1.19M | 0.81% | +39,847 | New |
| Teachers Retirement System of the State of Kentucky | 39,756 | $1.19M | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38,799 | $1.16M | 0.09% | −99−0.3% | Reduced |
| Boston Partners | 38,085 | $1.14M | 0.00% | +8,475+28.6% | Added |
| Ethic Inc. | 37,987 | $1.13M | 0.02% | −13,433−26.1% | Reduced |
| Gsa Capital Partners LLP | 37,357 | $1.12M | 0.10% | +24,973+201.7% | Added |
| Exchange Traded Concepts, LLC | 37,095 | $1.11M | 0.02% | +12,261+49.4% | Added |
| DRW Securities, LLC | 36,178 | $1.08M | 0.09% | +36,178 | New |
| Bridgewater Associates, LP | 35,869 | $1.07M | 0.00% | −267,535−88.2% | Reduced |
| Winton Group Ltd | 35,781 | $1.07M | 0.07% | +7,690+27.4% | Added |
| Dana Investment Advisors, Inc. | 35,762 | $1.07M | 0.04% | +2,370+7.1% | Added |
| Waldron Private Wealth LLC | 35,503 | $1.06M | 0.05% | −130.0% | Reduced |
| Bank of Montreal | 35,475 | $1.06M | 0.00% | +3,694+11.6% | Added |
| Diversify Advisory Services, LLC | 45,539 | $1.06M | 0.07% | −303,729−87.0% | Reduced |
| Empowered Funds, LLC | 35,312 | $1.06M | 0.02% | −76,164−68.3% | Reduced |
| Ironwood Investment Management LLC | 34,190 | $1.02M | 0.56% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 33,800 | $1.01M | 0.00% | −1,600−4.5% | Reduced |
| GF Fund Management Co. Ltd. | 33,584 | $1.01M | 0.02% | −1,329−3.8% | Reduced |
| Maryland State Retirement & Pension System | 33,427 | $1.00M | 0.02% | −4,928−12.8% | Reduced |
| Arizona State Retirement System | 32,820 | $983.0K | 0.01% | −387−1.2% | Reduced |
| Los Angeles Capital Management LLC | 32,714 | $979.8K | 0.00% | +6,806+26.3% | Added |
| Amalgamated Bank | 32,580 | $976.0K | 0.01% | −953−2.8% | Reduced |
| Cerity Partners LLC | 32,149 | $962.9K | 0.00% | −12,302−27.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,830 | $923.4K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 30,682 | $918.9K | 0.09% | +22,812+289.9% | Added |
| Bryce Point Capital, LLC | 29,120 | $878.6K | 0.66% | +29,120 | New |
| Diversified Trust Co | 28,704 | $859.7K | 0.02% | +6,928+31.8% | Added |
| State Board of Administration of Florida Retirement System | 28,377 | $849.9K | 0.00% | −5,840−17.1% | Reduced |
| Cresset Asset Management, LLC | 27,536 | $824.7K | 0.00% | +823+3.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,381 | $820.1K | 0.00% | +2,955+12.1% | Added |
| ProShare Advisors LLC | 26,946 | $807.0K | 0.00% | −7,536−21.9% | Reduced |
| Oregon Public Employees Retirement Fund | 26,251 | $786.2K | 0.02% | −700−2.6% | Reduced |