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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 4,197 | $123.4K | 0.01% | +57+1.4% | Added |
| CWM, LLC | 3,760 | $113.0K | 0.00% | +955+34.0% | Added |
| CIBC Private Wealth Group, LLC | 5,195 | $105.9K | 0.00% | −1,628−23.9% | Reduced |
| Simplex Trading, LLC | 3,458 | $103.0K | 0.00% | −5,075−59.5% | Reduced |
| GWM Advisors LLC | 3,248 | $97.3K | 0.00% | +1,007+44.9% | Added |
| Cetera Trust Company, N.A | 2,765 | $82.8K | 0.05% | +325+13.3% | Added |
| Legacy Wealth Managment, LLC | 2,639 | $79.0K | 0.06% | +905+52.2% | Added |
| Signaturefd, LLC | 2,558 | $76.6K | 0.00% | −327−11.3% | Reduced |
| Ci Investments Inc. | 2,497 | $75.0K | 0.00% | +99+4.1% | Added |
| Advisor Group Holdings, Inc. | 2,143 | $64.2K | 0.00% | −17,588−89.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,899 | $56.9K | 0.04% | +802+73.1% | Added |
| Sterling Capital Management LLC | 1,661 | $49.7K | 0.00% | −17,332−91.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,560 | $46.7K | 0.00% | +570+57.6% | Added |
| Harbor Capital Advisors, Inc. | 1,520 | $46.0K | 0.00% | +679+80.7% | Added |
| Flaharty Asset Management, LLC | 1,500 | $44.9K | 0.01% | +1,500 | New |
| Byrne Asset Management LLC | 1,473 | $44.1K | 0.03% | +933+172.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,400 | $41.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,254 | $37.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,232 | $36.9K | 0.00% | +43+3.6% | Added |
| Skopos Labs, Inc. | 1,138 | $34.1K | 0.01% | +1,043+1,097.9% | Added |
| Parallel Advisors, LLC | 1,119 | $33.5K | 0.00% | +747+200.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,017 | $30.5K | 0.00% | +417+69.5% | Added |
| Fifth Third Bancorp | 964 | $28.9K | 0.00% | +21+2.2% | Added |
| Farther Finance Advisors, LLC | 910 | $27.1K | 0.00% | −621−40.6% | Reduced |
| Umb Bank N A | 870 | $26.1K | 0.00% | +120+16.0% | Added |
| Coldstream Capital Management Inc | 809 | $24.2K | 0.00% | +809 | New |
| Global Wealth Strategies & Associates | 773 | $23.1K | 0.01% | +4+0.5% | Added |
| Lindbrook Capital, LLC | 547 | $16.4K | 0.00% | −121−18.1% | Reduced |
| Hexagon Capital Partners LLC | 545 | $16.3K | 0.00% | +52+10.5% | Added |
| NBC Securities, Inc. | 517 | $15.0K | 0.00% | +517 | New |
| Huntington National Bank | 487 | $14.6K | 0.00% | −170−25.9% | Reduced |
| Rise Advisors, LLC | 481 | $14.4K | 0.01% | +121+33.6% | Added |
| Covestor Ltd | 477 | $14.0K | 0.01% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 436 | $13.1K | 0.00% | −51−10.5% | Reduced |
| Bessemer Group Inc | 445 | $13.0K | 0.00% | +118+36.1% | Added |
| Optiver Holding B.V. | 403 | $12.1K | 0.00% | +403 | New |
| GW&K Investment Management, LLC | 401 | $12.0K | 0.00% | −1,055−72.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 363 | $10.9K | 0.00% | +270+290.3% | Added |
| Addison Advisors LLC | 341 | $10.2K | 0.00% | +150+78.5% | Added |
| Clearstead Advisors, LLC | 334 | $10.0K | 0.00% | −83−19.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 327 | $9.79K | 0.00% | +38+13.1% | Added |
| Cypress Capital Management LLC (WY) | 310 | $9.29K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 298 | $8.93K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 257 | $7.70K | 0.00% | +257 | New |
| Ronald Blue Trust, Inc. | 234 | $7.01K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 225 | $6.74K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 218 | $6.41K | 0.00% | +168+336.0% | Added |
| Private Trust Co NA | 195 | $5.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $5.69K | 0.00% | +28+17.3% | Added |
| Plante Moran Financial Advisors, LLC | 183 | $5.50K | 0.00% | +183 | New |
| SRS Capital Advisors, Inc. | 173 | $5.18K | 0.00% | +128+284.4% | Added |
| Quarry LP | 167 | $5.00K | 0.00% | +26+18.4% | Added |
| Parkside Financial Bank & Trust | 166 | $4.97K | 0.00% | +138+492.9% | Added |
| Boston Private Wealth LLC | 153 | $4.58K | 0.00% | +153 | New |
| Rothschild Investment LLC | 145 | $4.34K | 0.00% | +105+262.5% | Added |
| Clear Street Markets LLC | 141 | $4.22K | 0.00% | +141 | New |
| Cherry Tree Wealth Management, LLC | 141 | $4.22K | 0.00% | +141 | New |
| Larson Financial Group LLC | 132 | $3.95K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 122 | $3.65K | 0.00% | −240−66.3% | Reduced |
| Bryn Mawr Trust Co | 118 | $3.53K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.12K | 0.00% | +104 | New |
| Cape Investment Advisory, Inc. | 101 | $3.02K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.98K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $2.94K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 85 | $2.55K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 84 | $2.52K | 0.00% | +84 | New |
| Allworth Financial LP | 106 | $2.46K | 0.00% | −91−46.2% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 74 | $2.22K | 0.00% | +36+94.7% | Added |
| Hemington Wealth Management | 76 | $2.00K | 0.00% | −11−12.6% | Reduced |
| Hantz Financial Services, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 58 | $1.74K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 57 | $1.71K | 0.00% | +57 | New |
| Quent Capital, LLC | 54 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 54 | $1.62K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 53 | $1.59K | 0.00% | −47−47.0% | Reduced |
| Sound Income Strategies, LLC | 51 | $1.52K | 0.00% | +51 | New |
| TD Private Client Wealth LLC | 47 | $1.41K | 0.00% | +47 | New |
| Creative Financial Designs Inc | 41 | $1.23K | 0.00% | +12+41.4% | Added |
| Financial Network Wealth Advisors LLC | 37 | $1.11K | 0.00% | +37 | New |
| Kestra Investment Management, LLC | 36 | $1.08K | 0.00% | +36 | New |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 30 | $912 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $899 | 0.00% | +30 | New |
| Bruce G. Allen Investments, LLC | 23 | $689 | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 22 | $659 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $599 | 0.00% | −1,930−99.0% | Reduced |
| SJS Investment Consulting Inc. | 20 | $599 | 0.00% | −5−20.0% | Reduced |
| South State Corp. | 18 | $540 | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 17 | $510 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $506 | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 16 | $480 | 0.00% | +16 | New |
| CoreCap Advisors, LLC | 15 | $449 | 0.00% | +15 | New |
| Provenance Wealth Advisors, LLC | 14 | $419 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $419 | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 13 | $389 | 0.00% | +5+62.5% | Added |
| WealthTrak Capital Management LLC | 10 | $300 | 0.00% | +5+100.0% | Added |
| Abound Wealth Management | 5 | $150 | 0.00% | −3−37.5% | Reduced |
| Private Wealth Asset Management, LLC | 5 | $150 | 0.00% | +5 | New |