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 |
|---|---|---|---|---|---|
| Mariner, LLC | 25,739 | $770.6K | 0.00% | −109,528−81.0% | Reduced |
| CIBC World Markets Corp | 25,390 | $760.4K | 0.01% | +14,682+137.1% | Added |
| Sciencast Management LP | 25,260 | $756.5K | 0.17% | −2,497−9.0% | Reduced |
| Range Financial Group LLC | 25,119 | $752.3K | 0.33% | +3,624+16.9% | Added |
| Empirical Finance, LLC | 24,856 | $744.4K | 0.04% | +117+0.5% | Added |
| Virtu Financial LLC | 24,812 | $743.0K | 0.04% | +24,812 | New |
| Police & Firemen's Retirement System of New Jersey | 24,685 | $739.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24,308 | $728.0K | 0.03% | +16,748+221.5% | Added |
| JustInvest LLC | 23,957 | $717.5K | 0.01% | −4,971−17.2% | Reduced |
| Radnor Capital Management, LLC | 22,325 | $669.0K | 0.11% | −4,800−17.7% | Reduced |
| Jefferies Financial Group Inc. | 21,888 | $655.5K | 0.01% | +21,888 | New |
| Summit Global Investments | 21,799 | $653.0K | 0.05% | +10,354+90.5% | Added |
| Janney Montgomery Scott LLC | 21,258 | $637.0K | 0.00% | +518+2.5% | Added |
| IFP Advisors, Inc | 20,642 | $618.4K | 0.02% | +16,049+349.4% | Added |
| Gallacher Capital Management LLC | 20,458 | $612.7K | 0.30% | +12,252+149.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,393 | $610.8K | 0.04% | +12,074+145.1% | Added |
| State of Wisconsin Investment Board | 20,010 | $599.3K | 0.00% | −21,348−51.6% | Reduced |
| Ellevest, Inc. | 19,893 | $595.8K | 0.04% | −7,229−26.7% | Reduced |
| Zacks Investment Management | 19,864 | $594.9K | 0.01% | +19,864 | New |
| Sanctuary Advisors, LLC | 19,861 | $594.8K | 0.00% | −48,207−70.8% | Reduced |
| GTS Securities LLC | 19,802 | $593.1K | 0.03% | −7,072−26.3% | Reduced |
| Stifel Financial Corp | 19,494 | $583.9K | 0.00% | −7,119−26.8% | Reduced |
| Vident Advisory, LLC | 19,470 | $583.1K | 0.01% | +2,965+18.0% | Added |
| Henshaw Capital LLC | 19,337 | $579.1K | 0.03% | +4,010+26.2% | Added |
| Neo Ivy Capital Management | 18,634 | $558.1K | 0.18% | −66,299−78.1% | Reduced |
| Foster & Motley Inc | 18,560 | $556.0K | 0.04% | +9,727+110.1% | Added |
| Pitcairn Co | 18,450 | $552.6K | 0.03% | −2,764−13.0% | Reduced |
| STRS Ohio | 18,000 | $539.1K | 0.00% | −6,100−25.3% | Reduced |
| SG Americas Securities, LLC | 17,723 | $531.0K | 0.00% | +9,751+122.3% | Added |
| Inspire Advisors, LLC | 17,708 | $530.3K | 0.06% | +2,133+13.7% | Added |
| Lazard Asset Management LLC | 17,721 | $529.0K | 0.00% | +6,021+51.5% | Added |
| RSM US Wealth Management LLC | 17,549 | $525.6K | 0.01% | −1,085−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 17,423 | $521.8K | 0.00% | −2,389−12.1% | Reduced |
| Pictet Asset Management Holding SA | 17,238 | $516.3K | 0.00% | +797+4.8% | Added |
| Cetera Investment Advisers | 16,682 | $499.6K | 0.00% | −13,133−44.0% | Reduced |
| Mutual of America Capital Management LLC | 16,662 | $499.0K | 0.01% | −670−3.9% | Reduced |
| Quest Partners LLC | 16,119 | $482.8K | 0.05% | +6,713+71.4% | Added |
| Readystate Asset Management LP | 15,899 | $476.2K | 0.02% | +6,018+60.9% | Added |
| Sippican Capital Advisors | 15,625 | $468.0K | 0.35% | −700−4.3% | Reduced |
| Moody National Bank Trust Division | 15,534 | $465.2K | 0.05% | +534+3.6% | Added |
| Verdence Capital Advisors LLC | 15,127 | $453.1K | 0.03% | +5,524+57.5% | Added |
| CI Private Wealth, LLC | 14,904 | $446.4K | 0.00% | −7,207−32.6% | Reduced |
| Atria Investments LLC | 14,718 | $440.8K | 0.01% | +1,149+8.5% | Added |
| HSBC Holdings PLC | 14,570 | $437.4K | 0.00% | −5,656−28.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,236 | $426.4K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 14,138 | $423.4K | 0.04% | −8,681−38.0% | Reduced |
| Public Employees Retirement Association of Colorado | 13,824 | $414.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 13,698 | $410.3K | 0.00% | −25,386−65.0% | Reduced |
| Algert Global LLC | 13,360 | $400.1K | 0.01% | −1,760−11.6% | Reduced |
| CWM Advisors, LLC | 13,306 | $398.5K | 0.05% | +1,854+16.2% | Added |
| PDT Partners, LLC | 12,952 | $387.9K | 0.03% | −17,278−57.2% | Reduced |
| Blair William & Co | 12,733 | $381.3K | 0.00% | +1,508+13.4% | Added |
| Polymer Capital Management (US) LLC | 12,729 | $381.2K | 0.12% | +12,729 | New |
| Meritage Portfolio Management | 12,364 | $370.3K | 0.02% | −512−4.0% | Reduced |
| Fox Run Management, L.L.C. | 12,260 | $367.2K | 0.06% | +1,082+9.7% | Added |
| BNP Paribas Arbitrage, SA | 12,216 | $365.9K | 0.00% | −15,911−56.6% | Reduced |
| Capital Counsel LLC | 11,905 | $356.6K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,636 | $348.5K | 0.00% | −379−3.2% | Reduced |
| MQS Management LLC | 11,618 | $348.0K | 0.20% | +11,618 | New |
| Bailard, Inc. | 11,600 | $347.4K | 0.01% | −9−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 11,575 | $346.7K | 0.01% | −395−3.3% | Reduced |
| First National Advisers, LLC | 11,318 | $339.0K | 0.05% | +11,318 | New |
| FIL Ltd | 11,231 | $336.4K | 0.00% | −131−1.2% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $334.5K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,006 | $330.0K | 0.00% | +518+4.9% | Added |
| Kestra Advisory Services, LLC | 10,986 | $329.0K | 0.00% | +39+0.4% | Added |
| Gibbs Wealth Management | 10,432 | $312.4K | 0.08% | +2,541+32.2% | Added |
| Wolverine Trading, LLC | 10,440 | $306.9K | 0.01% | +10,440 | New |
| Schroder Investment Management Group | 10,317 | $303.3K | 0.00% | +10,317 | New |
| DGS Capital Management, LLC | 9,847 | $294.9K | 0.08% | +697+7.6% | Added |
| Principal Securities, Inc. | 6,951 | $269.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,800 | $264.0K | 0.00% | −610−6.5% | Reduced |
| B&L Asset Management LLC | 8,778 | $262.9K | 0.17% | 00.0% | Unchanged |
| Stephens Inc | 8,695 | $260.4K | 0.00% | +8,695 | New |
| Xponance, Inc. | 8,688 | $260.2K | 0.00% | +516+6.3% | Added |
| AIA Group Ltd | 8,631 | $258.5K | 0.01% | +2,128+32.7% | Added |
| Crossmark Global Holdings, Inc. | 8,355 | $250.2K | 0.00% | +941+12.7% | Added |
| 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 |
| Sherbrooke Park Advisers LLC | 8,235 | $246.6K | 0.11% | +8,235 | New |
| Stonehearth Capital Management, LLC | 8,016 | $240.1K | 0.10% | +1,488+22.8% | Added |
| Scientech Research LLC | 7,953 | $238.2K | 0.06% | +7,953 | New |
| National Bank of Canada | 7,872 | $235.6K | 0.00% | +897+12.9% | Added |
| Quantinno Capital Management LP | 7,742 | $231.9K | 0.00% | +1,024+15.2% | Added |
| Tower Research Capital LLC (TRC) | 7,591 | $227.3K | 0.01% | +2,861+60.5% | Added |
| Corient IA LLC | 7,500 | $224.6K | 0.16% | +7,500 | New |
| Evergreen Capital Management LLC | 7,454 | $223.2K | 0.01% | +1,588+27.1% | Added |
| CIBC Asset Management Inc | 7,425 | $222.4K | 0.00% | −114−1.5% | Reduced |
| Cim Investment Mangement Inc | 7,405 | $221.8K | 0.05% | −176−2.3% | Reduced |
| United Services Automobile Association | 7,542 | $221.7K | 0.01% | +7,542 | New |
| Shell Asset Management Co | 7,281 | $218.0K | 0.01% | −313−4.1% | Reduced |
| Guggenheim Capital LLC | 6,808 | $203.9K | 0.00% | +920+15.6% | Added |
| Keebeck Alpha, LP | 6,800 | $203.7K | 0.24% | +6,800 | New |
| Oakworth Capital, Inc. | 6,408 | $191.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,022 | $180.4K | 0.00% | +6,022 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,969 | $178.8K | 0.08% | +5,969 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $166.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,075 | $152.0K | 0.00% | +221+4.6% | Added |
| GAMMA Investing LLC | 4,689 | $140.4K | 0.01% | −737−13.6% | Reduced |
| CX Institutional | 4,330 | $130.0K | 0.00% | −16,315−79.0% | Reduced |