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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in SM Energy Co as of Jun 30, 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
- 372
- −28 vs. Q1 2025
- Shares held
- 114.5M
- −977.5K (−0.8%) vs. Q1 2025
- Total value
- $2.83B
- −$623.5M (−18.0%) vs. Q1 2025
- New holders
- 39
- 170 more added
- Sold out
- 67
- 128 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 498 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,902,380 | $491.8M | 0.01% | +2,194,117+12.4% | Added |
| Vanguard Group Inc | 14,843,403 | $366.8M | 0.01% | −426,040−2.8% | Reduced |
| Dimensional Fund Advisors LP | 5,890,818 | $145.6M | 0.03% | −416,498−6.6% | Reduced |
| State Street Corp | 5,736,438 | $141.7M | 0.01% | −612,692−9.7% | Reduced |
| American Century Companies Inc | 4,209,870 | $104.0M | 0.06% | +300,866+7.7% | Added |
| Westwood Holdings Group Inc. | 3,731,350 | $92.2M | 0.66% | +524,105+16.3% | Added |
| Macquarie Group Ltd | 3,433,901 | $84.9M | 0.10% | +955,318+38.5% | Added |
| JPMorgan Chase & Co | 3,374,092 | $83.4M | 0.01% | −893,033−20.9% | Reduced |
| Geode Capital Management, LLC | 2,710,106 | $67.0M | 0.00% | +17,930+0.7% | Added |
| Invesco Ltd. | 2,289,314 | $56.6M | 0.01% | +415,454+22.2% | Added |
| River Road Asset Management, LLC | 1,738,150 | $48.0M | 0.61% | −19,940−1.1% | Reduced |
| Morgan Stanley | 1,545,023 | $38.2M | 0.00% | +252,433+19.5% | Added |
| Citadel Advisors LLC | 1,440,204 | $35.6M | 0.03% | −976,878−40.4% | Reduced |
| Northern Trust Corp | 1,315,130 | $32.5M | 0.00% | −83,261−6.0% | Reduced |
| First Trust Advisors LP | 1,311,420 | $32.4M | 0.03% | −306,074−18.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,288,783 | $31.8M | 0.01% | +56,679+4.6% | Added |
| Palisade Capital Management LLC | 1,181,890 | $29.2M | 0.83% | −45,005−3.7% | Reduced |
| Bank of America Corp | 1,144,052 | $28.3M | 0.00% | +204,512+21.8% | Added |
| Millennium Management LLC | 1,088,236 | $26.9M | 0.02% | −796,300−42.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,082,414 | $26.7M | 0.02% | +699,115+182.4% | Added |
| Bank of New York Mellon Corp | 1,081,835 | $26.7M | 0.01% | −100,630−8.5% | Reduced |
| Balyasny Asset Management LLC | 1,018,960 | $25.2M | 0.06% | +1,018,960 | New |
| Congress Asset Management Co | 1,011,071 | $25.0M | 0.17% | −248,556−19.7% | Reduced |
| Nuveen, LLC | 883,186 | $21.8M | 0.01% | +251,816+39.9% | Added |
| Fisher Asset Management, LLC | 861,301 | $21.3M | 0.01% | −575−0.1% | Reduced |
| Voloridge Investment Management, LLC | 817,070 | $20.2M | 0.07% | +106,205+14.9% | Added |
| Woodline Partners LP | 812,696 | $20.1M | 0.11% | +812,696 | New |
| Frontier Capital Management Co LLC | 765,825 | $18.9M | 0.18% | −65,506−7.9% | Reduced |
| Jane Street Group, LLC | 763,862 | $18.9M | 0.03% | +123,980+19.4% | Added |
| Goldman Sachs Group Inc | 737,219 | $18.2M | 0.00% | +227,098+44.5% | Added |
| Wedge Capital Management L L P | 623,617 | $15.4M | 0.27% | +41,247+7.1% | Added |
| Victory Capital Management Inc | 584,209 | $14.4M | 0.01% | +150,375+34.7% | Added |
| Principal Financial Group Inc | 567,523 | $14.0M | 0.01% | −86,182−13.2% | Reduced |
| Standard Life Aberdeen plc | 559,288 | $13.9M | 0.02% | +112,529+25.2% | Added |
| Envestnet Asset Management Inc | 563,312 | $13.9M | 0.00% | +63,458+12.7% | Added |
| SEI Investments Co | 546,938 | $13.5M | 0.02% | +40,288+8.0% | Added |
| Ameriprise Financial Inc | 533,435 | $13.2M | 0.00% | −484,263−47.6% | Reduced |
| Raymond James Financial Inc | 528,183 | $13.1M | 0.00% | +11,534+2.2% | Added |
| New York State Common Retirement Fund | 518,160 | $12.8M | 0.02% | −328,684−38.8% | Reduced |
| Freestone Grove Partners LP | 518,146 | $12.8M | 0.10% | +315,323+155.5% | Added |
| Glenmede Investment Management, LP | 514,519 | $12.7M | 0.06% | +514,519 | New |
| Tributary Capital Management, LLC | 500,644 | $12.4M | 1.10% | −82,369−14.1% | Reduced |
| Panagora Asset Management Inc | 467,112 | $11.5M | 0.05% | +5,494+1.2% | Added |
| LSV Asset Management | 457,100 | $11.3M | 0.03% | −5,191−1.1% | Reduced |
| Public Sector Pension Investment Board | 437,534 | $10.8M | 0.05% | +32,202+7.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 417,174 | $10.3M | 0.04% | +132,835+46.7% | Added |
| Baird Financial Group, Inc. | 392,484 | $9.70M | 0.02% | +3,845+1.0% | Added |
| Rhumbline Advisers | 387,290 | $9.57M | 0.01% | −15,577−3.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 376,005 | $9.29M | 0.03% | +46,900+14.3% | Added |
| Bridgewater Associates, LP | 349,034 | $8.62M | 0.03% | +313,165+873.1% | Added |
| Verition Fund Management LLC | 337,212 | $8.33M | 0.05% | +259,944+336.4% | Added |
| Kennedy Capital Management, Inc. | 336,570 | $8.32M | 0.20% | −112,039−25.0% | Reduced |
| Legal & General Group Plc | 329,450 | $8.14M | 0.00% | +508+0.2% | Added |
| UBS Group AG | 320,216 | $7.91M | 0.00% | −140,828−30.5% | Reduced |
| Alyeska Investment Group, L.P. | 307,413 | $7.60M | 0.03% | −215,561−41.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 305,006 | $7.54M | 0.86% | +118,291+63.4% | Added |
| Russell Investments Group, Ltd. | 302,800 | $7.48M | 0.01% | +110,235+57.2% | Added |
| William Blair Investment Management, LLC | 301,909 | $7.46M | 0.02% | −399,528−57.0% | Reduced |
| Prudential Financial Inc | 294,546 | $7.28M | 0.01% | +73,240+33.1% | Added |
| Royce & Associates LP | 290,876 | $7.19M | 0.07% | +20,816+7.7% | Added |
| Capital Fund Management S.A. | 284,618 | $7.03M | 0.08% | +204,262+254.2% | Added |
| UBS Asset Management Americas Inc | 284,079 | $7.02M | 0.00% | −91,837−24.4% | Reduced |
| First Eagle Investment Management, LLC | 280,303 | $6.93M | 0.01% | +3,000+1.1% | Added |
| HITE Hedge Asset Management LLC | 268,023 | $6.62M | 0.38% | −1,201,266−81.8% | Reduced |
| Barclays PLC | 264,356 | $6.53M | 0.00% | +72,421+37.7% | Added |
| Denali Advisors LLC | 261,902 | $6.47M | 0.67% | +89,558+52.0% | Added |
| Squarepoint Ops LLC | 246,729 | $6.10M | 0.01% | +189,660+332.3% | Added |
| Wells Fargo & Company | 244,956 | $6.05M | 0.00% | +27,313+12.5% | Added |
| Trexquant Investment LP | 236,222 | $5.84M | 0.07% | +236,222 | New |
| Caxton Associates LLP | 219,898 | $5.43M | 0.14% | +72,857+49.5% | Added |
| Swiss National Bank | 218,600 | $5.40M | 0.00% | −3,000−1.4% | Reduced |
| Assenagon Asset Management S.A. | 218,419 | $5.40M | 0.01% | +218,419 | New |
| Renaissance Technologies LLC | 208,900 | $5.16M | 0.01% | −478,963−69.6% | Reduced |
| California Public Employees Retirement System | 205,239 | $5.07M | 0.00% | −2,576−1.2% | Reduced |
| Algert Global LLC | 188,458 | $4.66M | 0.10% | +175,098+1,310.6% | Added |
| Moody Aldrich Partners LLC | 177,045 | $4.37M | 0.85% | +41,987+31.1% | Added |
| AQR Capital Management LLC | 172,561 | $4.26M | 0.00% | +26,639+18.3% | Added |
| Holocene Advisors, LP | 171,336 | $4.23M | 0.01% | +98,403+134.9% | Added |
| Portolan Capital Management, LLC | 170,194 | $4.21M | 0.26% | +170,194 | New |
| Aventail Capital Group, LP | 167,504 | $4.14M | 0.18% | 00.0% | Unchanged |
| Citigroup Inc | 167,312 | $4.13M | 0.00% | −103,990−38.3% | Reduced |
| CSM Advisors, LLC | 167,250 | $4.13M | 0.12% | +167,250 | New |
| Peregrine Capital Management LLC | 163,517 | $4.04M | 0.12% | +668+0.4% | Added |
| New York State Teachers Retirement System | 158,213 | $3.91M | 0.01% | −16,848−9.6% | Reduced |
| Evoke Wealth, LLC | 156,300 | $3.86M | 0.09% | +8,093+5.5% | Added |
| Susquehanna International Group, LLP | 146,298 | $3.62M | 0.01% | −32,652−18.2% | Reduced |
| Alliancebernstein L.P. | 142,900 | $3.53M | 0.00% | +4,330+3.1% | Added |
| Congress Wealth Management LLC | 142,602 | $3.52M | 0.03% | +9,820+7.4% | Added |
| Rafferty Asset Management, LLC | 141,188 | $3.49M | 0.01% | −34,225−19.5% | Reduced |
| Edgestream Partners, L.P. | 137,975 | $3.41M | 0.09% | +137,975 | New |
| Caption Management, LLC | 129,389 | $3.20M | 0.29% | +85,555+195.2% | Added |
| Comerica Bank | 124,408 | $3.07M | 0.01% | +8,353+7.2% | Added |
| Segall Bryant & Hamill, LLC | 119,442 | $2.95M | 0.04% | −9,465−7.3% | Reduced |
| CoreCommodity Management, LLC | 117,263 | $2.90M | 0.48% | +42,481+56.8% | Added |
| Adams Wealth Management | 115,513 | $2.85M | 0.54% | +18,701+19.3% | Added |
| CacheTech Inc. | 115,513 | $2.85M | 0.53% | +18,701+19.3% | Added |
| Insight Wealth Strategies, LLC | 107,381 | $2.80M | 0.35% | +25,273+30.8% | Added |
| NFJ Investment Group, LLC | 112,346 | $2.78M | 0.10% | +32,086+40.0% | Added |
| PDT Partners, LLC | 109,715 | $2.71M | 0.15% | +96,763+747.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,322 | $2.68M | 0.00% | +32,199+42.3% | Added |