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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 3 | $90 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $90 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 2 | $59 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −4,137,670−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −624,869−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −388,761−100.0% | Sold out |
| LSP Investment Advisors, LLC | 0 | $0 | 0.00% | −304,191−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −196,441−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −195,400−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −168,381−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −97,800−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −63,601−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −55,635−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −51,771−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −51,505−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −47,114−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −42,429−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,545−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −29,974−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −27,927−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −24,913−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −24,034−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −23,802−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −22,949−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −20,271−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −18,783−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −17,186−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −13,265−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,961−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −12,547−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −12,214−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −11,461−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,049−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −10,229−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,578−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,980−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −8,679−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,493−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −8,304−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −7,238−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −7,234−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −6,606−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −6,277−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −6,237−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −6,037−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −5,726−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −5,704−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −5,690−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −5,633−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,565−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,486−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −5,482−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −5,395−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −5,304−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| EnRich Financial Partners LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |