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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 14 | $0 | 0.00% | −62−81.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $24 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $74 | 0.00% | +2+200.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $75 | 0.00% | −50−94.3% | Reduced |
| Private Wealth Asset Management, LLC | 5 | $124 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $124 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $124 | 0.00% | +5 | New |
| NewSquare Capital LLC | 7 | $173 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 11 | $272 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 15 | $371 | 0.00% | −26−63.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 19 | $470 | 0.00% | +19 | New |
| Quarry LP | 22 | $544 | 0.00% | −145−86.8% | Reduced |
| Vermillion Wealth Management, Inc. | 31 | $759 | 0.00% | +1+3.3% | Added |
| Atlantic Trust, LLC | 37 | $915 | 0.00% | +37 | New |
| Financial Network Wealth Advisors LLC | 37 | $923 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $988 | 0.00% | +20+100.0% | Added |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 42 | $1.04K | 0.00% | +19+82.6% | Added |
| Assetmark, Inc | 44 | $1.09K | 0.00% | +44 | New |
| True Wealth Design, LLC | 47 | $1.16K | 0.00% | +44+1,466.7% | Added |
| South State Corp. | 48 | $1.19K | 0.00% | +30+166.7% | Added |
| Addison Advisors LLC | 50 | $1.24K | 0.00% | −291−85.3% | Reduced |
| Sound Income Strategies, LLC | 51 | $1.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $1.43K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 64 | $1.58K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 75 | $1.85K | 0.00% | −5−6.3% | Reduced |
| CVA Family Office, LLC | 78 | $1.93K | 0.00% | +78 | New |
| Parkside Financial Bank & Trust | 80 | $1.98K | 0.00% | −86−51.8% | Reduced |
| Avion Wealth | 85 | $2.00K | 0.00% | +48+129.7% | Added |
| Rialto Wealth Management, LLC | 84 | $2.08K | 0.00% | +68+425.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $2.42K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 118 | $2.92K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 122 | $3.02K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 127 | $3.14K | 0.00% | +124+4,133.3% | Added |
| Global Retirement Partners, LLC | 154 | $3.81K | 0.00% | +154 | New |
| Optiver Holding B.V. | 156 | $3.85K | 0.00% | −247−61.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 173 | $4.28K | 0.00% | +69+66.3% | Added |
| Larson Financial Group LLC | 178 | $4.40K | 0.00% | +46+34.8% | Added |
| Rothschild Investment LLC | 180 | $4.45K | 0.00% | +35+24.1% | Added |
| Private Wealth Management Group, LLC | 190 | $4.70K | 0.00% | +168+763.6% | Added |
| Private Trust Co NA | 195 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 213 | $5.26K | 0.00% | +159+294.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 201 | $5.42K | 0.00% | +201 | New |
| Principal Securities, Inc. | 220 | $5.44K | 0.00% | −6,731−96.8% | Reduced |
| Hughes Financial Services, LLC | 204 | $5.47K | 0.00% | +187+1,100.0% | Added |
| Steward Partners Investment Advisory, LLC | 246 | $6.08K | 0.00% | −81−24.8% | Reduced |
| Allworth Financial LP | 250 | $6.18K | 0.00% | +144+135.8% | Added |
| CX Institutional | 275 | $7.00K | 0.00% | −4,055−93.6% | Reduced |
| UMA Financial Services, Inc. | 292 | $7.22K | 0.00% | +35+13.6% | Added |
| Jones Financial Companies LLLP | 288 | $7.23K | 0.00% | +70+32.1% | Added |
| MAI Capital Management | 298 | $7.36K | 0.00% | +298 | New |
| Sierra Ocean, LLC | 307 | $7.59K | 0.01% | +233+314.9% | Added |
| Cypress Capital Management LLC (WY) | 310 | $7.66K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 327 | $8.08K | 0.00% | +29+9.7% | Added |
| Clearstead Advisors, LLC | 334 | $8.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 335 | $8.28K | 0.00% | +162+93.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 363 | $8.97K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 420 | $10.4K | 0.00% | −61−12.7% | Reduced |
| Hantz Financial Services, Inc. | 446 | $11.0K | 0.00% | +371+494.7% | Added |
| Bell Investment Advisors, Inc | 448 | $11.1K | 0.00% | +258+135.8% | Added |
| Huntington National Bank | 457 | $11.3K | 0.00% | −30−6.2% | Reduced |
| Federated Hermes, Inc. | 461 | $11.4K | 0.00% | −298,463−99.8% | Reduced |
| NBC Securities, Inc. | 517 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 523 | $12.9K | 0.01% | −39,324−98.7% | Reduced |
| Versant Capital Management, Inc | 590 | $14.6K | 0.00% | +590 | New |
| Northwestern Mutual Wealth Management Co | 631 | $15.6K | 0.00% | −386−38.0% | Reduced |
| Global Wealth Strategies & Associates | 780 | $19.3K | 0.01% | +7+0.9% | Added |
| Umb Bank N A | 780 | $19.3K | 0.00% | −90−10.3% | Reduced |
| Bessemer Group Inc | 852 | $21.0K | 0.00% | +407+91.5% | Added |
| Leonteq Securities AG | 860 | $21.3K | 0.00% | +775+911.8% | Added |
| Skopos Labs, Inc. | 879 | $21.7K | 0.00% | −259−22.8% | Reduced |
| Fifth Third Bancorp | 947 | $23.4K | 0.00% | −17−1.8% | Reduced |
| Farther Finance Advisors, LLC | 990 | $24.5K | 0.00% | +80+8.8% | Added |
| Kestra Investment Management, LLC | 1,017 | $25.3K | 0.00% | +981+2,725.0% | Added |
| Parallel Advisors, LLC | 1,097 | $27.1K | 0.00% | −22−2.0% | Reduced |
| First Horizon Advisors, Inc. | 1,223 | $30.2K | 0.00% | −31−2.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $34.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,428 | $35.3K | 0.00% | +196+15.9% | Added |
| Harbor Capital Advisors, Inc. | 1,475 | $36.0K | 0.00% | −45−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,560 | $38.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,574 | $39.0K | 0.00% | −923−37.0% | Reduced |
| Byrne Asset Management LLC | 1,725 | $42.6K | 0.03% | +252+17.1% | Added |
| Massmutual Trust Co FSB | 1,887 | $46.6K | 0.00% | +1,451+332.8% | Added |
| Smartleaf Asset Management LLC | 1,865 | $46.8K | 0.00% | −2,332−55.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,884 | $47.0K | 0.00% | −259−12.1% | Reduced |
| Clear Street Markets LLC | 2,457 | $60.7K | 0.02% | +2,316+1,642.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,871 | $70.9K | 0.05% | +972+51.2% | Added |
| Sterling Capital Management LLC | 3,083 | $76.2K | 0.00% | +1,422+85.6% | Added |
| Signaturefd, LLC | 3,118 | $77.0K | 0.00% | +560+21.9% | Added |
| GWM Advisors LLC | 3,276 | $81.0K | 0.00% | +28+0.9% | Added |
| Legacy Wealth Managment, LLC | 3,300 | $81.5K | 0.04% | +661+25.0% | Added |
| Legacy Investment Solutions, LLC | 3,300 | $81.5K | 0.04% | +3,300 | New |
| KBC Group NV | 3,790 | $94.0K | 0.00% | −1,285−25.3% | Reduced |
| CIBC Private Wealth Group, LLC | 3,900 | $96.4K | 0.00% | −1,295−24.9% | Reduced |
| Cetera Trust Company, N.A | 4,060 | $100.3K | 0.06% | +1,295+46.8% | Added |
| Covestor Ltd | 4,137 | $102.0K | 0.06% | +3,660+767.3% | Added |
| EMC Capital Management | 4,114 | $102.0K | 0.06% | +4,114 | New |
| Mount Yale Investment Advisors, LLC | 4,265 | $105.4K | 0.01% | +4,265 | New |