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Livermore
Livermore
ZHEN

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.

Q2 2025 vs. Q1 2025

How the institutions holding SM Energy Co changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4044372−28
Shares116.1M651.0K114.5M−977.5K (−0.8%)
Value$3.48B$19.5M$2.83B−$623.5M (−18.0%)

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held SM Energy Co at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SM in Q2 2025
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC1,018,960$25.2M0.06%
Woodline Partners LP812,696$20.1M0.11%
Glenmede Investment Management, LP514,519$12.7M0.06%
Trexquant Investment LP236,222$5.84M0.07%
Assenagon Asset Management S.A.218,419$5.40M0.01%
Portolan Capital Management, LLC170,194$4.21M0.26%
CSM Advisors, LLC167,250$4.13M0.12%
Edgestream Partners, L.P.137,975$3.41M0.09%
Centiva Capital, LP80,395$1.99M0.13%
Campbell & CO Investment Adviser LLC69,144$1.71M0.11%
Brevan Howard Capital Management LP44,913$1.11M0.01%
Thomist Capital Management, LP37,100$931.2K0.56%
Marshall Wace, LLP22,996$568.2K0.00%
ISAM Funds (UK) Ltd13,587$335.7K0.07%
Scott Marsh Financial, LLC11,575$286.0K0.11%
Bayesian Capital Management, LP11,484$283.8K0.04%
ZWJ Investment Counsel Inc9,184$226.9K0.01%
Wealth Enhancement Advisory Services, LLC8,341$216.3K0.00%
Vise Technologies, Inc.8,602$212.6K0.01%
Walleye Trading LLC8,578$212.0K0.01%
Everence Capital Management Inc8,290$205.0K0.01%
Hohimer Wealth Management, LLC8,176$202.0K0.04%
Neuberger Berman Group LLC8,123$200.7K0.00%
Mount Yale Investment Advisors, LLC4,265$105.4K0.01%
EMC Capital Management4,114$102.0K0.06%
Legacy Investment Solutions, LLC3,300$81.5K0.04%
Versant Capital Management, Inc590$14.6K0.00%
MAI Capital Management298$7.36K0.00%
Twin Peaks Wealth Advisors, LLC201$5.42K0.00%
Global Retirement Partners, LLC154$3.81K0.00%
CVA Family Office, LLC78$1.93K0.00%
Essential Partners LLC64$1.58K0.00%
Assetmark, Inc44$1.09K0.00%
Capital Advisors, Ltd. LLC25$1.00K0.00%
Atlantic Trust, LLC37$9150.00%
Riggs Asset Managment Co. Inc.19$4700.00%
SBI Securities Co., Ltd.11$2720.00%
NewSquare Capital LLC7$1730.00%
Evermay Wealth Management LLC5$1240.00%

Sold out (67)

Institutions that held SM Energy Co at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of SM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Channing Capital Management, LLC1,558,569$46.7M
Magnetar Financial LLC346,986$10.4M
Corigliano Investment Advisers, LLC328,983$9.85M
Jain Global LLC242,750$7.27M
ExodusPoint Capital Management, LP211,719$6.34M
Jupiter Asset Management Ltd199,362$5.97M
Allspring Global Investments Holdings, LLC161,825$4.82M
Colony Group, LLC104,654$3.13M
TownSquare Capital, LLC104,202$3.12M
RE Advisers Corp98,900$2.96M
Black Maple Capital Management LP81,600$2.44M
Mackenzie Financial Corp71,241$2.13M
Corebridge Financial, Inc.59,749$1.79M
Advisors Preferred, LLC47,360$1.41M
Hussman Strategic Advisors, Inc.42,000$1.26M
Atom Investors LP41,003$1.23M
DRW Securities, LLC36,178$1.08M
Bryce Point Capital, LLC29,120$878.6K
Sciencast Management LP25,260$756.5K
Empirical Finance, LLC24,856$744.4K
Virtu Financial LLC24,812$743.0K
Quadrant Capital Group LLC24,308$728.0K
Radnor Capital Management, LLC22,325$669.0K
Gallacher Capital Management LLC20,458$612.7K
Ellevest, Inc.19,893$595.8K
Zacks Investment Management19,864$594.9K
Vident Advisory, LLC19,470$583.1K
Neo Ivy Capital Management18,634$558.1K
Verdence Capital Advisors LLC15,127$453.1K
Jacobs Levy Equity Management, Inc14,236$426.4K
Trust Point Inc.14,138$423.4K
Polymer Capital Management (US) LLC12,729$381.2K
Cambridge Investment Research Advisors, Inc.8,800$264.0K
Stephens Inc8,695$260.4K
AIA Group Ltd8,631$258.5K
Crossmark Global Holdings, Inc.8,355$250.2K
Brinker Capital Investments, LLC8,271$247.7K
Sherbrooke Park Advisers LLC8,235$246.6K
Corient IA LLC7,500$224.6K
Evergreen Capital Management LLC7,454$223.2K
CIBC Asset Management Inc7,425$222.4K
United Services Automobile Association7,542$221.7K
Guggenheim Capital LLC6,808$203.9K
Keebeck Alpha, LP6,800$203.7K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.5,969$178.8K
Simplex Trading, LLC3,458$103.0K
Flaharty Asset Management, LLC1,500$44.9K
Coldstream Capital Management Inc809$24.2K
Hexagon Capital Partners LLC545$16.3K
GW&K Investment Management, LLC401$12.0K
Ronald Blue Trust, Inc.234$7.01K
WealthCollab, LLC225$6.74K
Plante Moran Financial Advisors, LLC183$5.50K
Boston Private Wealth LLC153$4.58K
Cherry Tree Wealth Management, LLC141$4.22K
Cape Investment Advisory, Inc.101$3.02K
Continuum Advisory, LLC57$1.71K
Quent Capital, LLC54$1.63K
TD Private Client Wealth LLC47$1.41K
Stephens Consulting, LLC30$899
SJS Investment Consulting Inc.20$599
Prestige Wealth Management Group LLC17$510
CoreCap Advisors, LLC15$449
Highline Wealth Partners LLC14$419
Provenance Wealth Advisors, LLC14$419
Global Financial Private Client, LLC13$389
WealthTrak Capital Management LLC10$300

Not filed for Q2 2025 yet (4)

Institutions that held SM Energy Co at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA423,994$12.7M
Foundry Partners, LLC218,150$6.53M
Orion Portfolio Solutions, LLC8,271$247.7K
Lindbrook Capital, LLC547$16.4K