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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; 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.

Institutional holdersQ2 2025: 372 institutions
Q1 2021: 184 institutionsQ2 2021: 226 institutionsQ3 2021: 238 institutionsQ4 2021: 262 institutionsQ1 2022: 302 institutionsQ2 2022: 310 institutionsQ3 2022: 310 institutionsQ4 2022: 342 institutionsQ1 2023: 296 institutionsQ2 2023: 309 institutionsQ3 2023: 373 institutionsQ4 2023: 370 institutionsQ1 2024: 390 institutionsQ2 2024: 422 institutionsQ3 2024: 420 institutionsQ4 2024: 426 institutionsQ1 2025: 404 institutionsQ2 2025: 372 institutionsQ3 2025: 383 institutionsQ4 2025: 345 institutionsQ1 2026: 514 institutionsQ2 2026: 498 institutions
Value heldQ2 2025: $2.83B
Q1 2021: $1.62BQ2 2021: $2.53BQ3 2021: $2.74BQ4 2021: $3.05BQ1 2022: $4.08BQ2 2022: $3.71BQ3 2022: $4.13BQ4 2022: $3.90BQ1 2023: $3.04BQ2 2023: $3.44BQ3 2023: $4.21BQ4 2023: $4.25BQ1 2024: $5.71BQ2 2024: $4.92BQ3 2024: $4.66BQ4 2024: $4.47BQ1 2025: $3.48BQ2 2025: $2.83BQ3 2025: $2.93BQ4 2025: $2.11BQ1 2026: $7.08BQ2 2026: $6.01B
Institutions holding SM and their total value by quarter
QuarterHoldersValue
Q2 2026498$6.01B
Q1 2026514$7.08B
Q4 2025345$2.11B
Q3 2025383$2.93B
Q2 2025372$2.83B
Q1 2025404$3.48B
Q4 2024426$4.47B
Q3 2024420$4.66B
Q2 2024422$4.92B
Q1 2024390$5.71B
Q4 2023370$4.25B
Q3 2023373$4.21B
Q2 2023309$3.44B
Q1 2023296$3.04B
Q4 2022342$3.90B
Q3 2022310$4.13B
Q2 2022310$3.71B
Q1 2022302$4.08B
Q4 2021262$3.05B
Q3 2021238$2.74B
Q2 2021226$2.53B
Q1 2021184$1.62B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2025.

Institutions holding SM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
National Bank of Canada5,667$140.0K0.00%−2,205−28.0%Reduced
DekaBank Deutsche Girozentrale5,738$143.0K0.00%00.0%Unchanged
Shell Asset Management Co5,903$146.0K0.01%−1,378−18.9%Reduced
GAMMA Investing LLC5,971$147.5K0.01%+1,282+27.3%Added
Wolverine Asset Management LLC6,022$148.8K0.00%00.0%Unchanged
CWM, LLC6,028$149.0K0.00%+2,268+60.3%Added
Oakworth Capital, Inc.6,408$158.3K0.01%00.0%Unchanged
Neuberger Berman Group LLC8,123$200.7K0.00%+8,123New
Hohimer Wealth Management, LLC8,176$202.0K0.04%+8,176New
B&L Asset Management LLC8,178$202.1K0.12%−600−6.8%Reduced
Stonehearth Capital Management, LLC8,247$203.8K0.08%+231+2.9%Added
Everence Capital Management Inc8,290$205.0K0.01%+8,290New
Walleye Trading LLC8,578$212.0K0.01%+8,578New
DGS Capital Management, LLC8,599$212.5K0.04%−1,248−12.7%Reduced
Vise Technologies, Inc.8,602$212.6K0.01%+8,602New
Wealth Enhancement Advisory Services, LLC8,341$216.3K0.00%+8,341New
Xponance, Inc.8,852$218.7K0.00%+164+1.9%Added
Schroder Investment Management Group8,758$219.8K0.00%−1,559−15.1%Reduced
Janney Montgomery Scott LLC9,163$226.0K0.00%−12,095−56.9%Reduced
ZWJ Investment Counsel Inc9,184$226.9K0.01%+9,184New
Los Angeles Capital Management LLC9,220$227.8K0.00%−23,494−71.8%Reduced
Tower Research Capital LLC (TRC)9,498$234.7K0.01%+1,907+25.1%Added
Gotham Asset Management, LLC10,023$247.7K0.00%−3,675−26.8%Reduced
FIL Ltd10,683$264.0K0.00%−548−4.9%Reduced
Ethic Inc.10,550$264.8K0.00%−27,437−72.2%Reduced
Kestra Advisory Services, LLC10,829$267.6K0.00%−157−1.4%Reduced
Readystate Asset Management LP11,013$272.1K0.01%−4,886−30.7%Reduced
Quest Partners LLC11,105$274.4K0.03%−5,014−31.1%Reduced
Texas Yale Capital Corp.11,169$276.0K0.01%00.0%Unchanged
Vestcor Inc11,313$280.0K0.01%−35,414−75.8%Reduced
Bayesian Capital Management, LP11,484$283.8K0.04%+11,484New
HRT Financial LP11,571$285.0K0.00%−297,186−96.3%Reduced
Scott Marsh Financial, LLC11,575$286.0K0.11%+11,575New
Ameritas Investment Partners, Inc.11,575$286.0K0.01%00.0%Unchanged
Bailard, Inc.11,600$286.6K0.01%00.0%Unchanged
Petrus Trust Company, LTA11,699$289.1K0.03%−18,983−61.9%Reduced
GTS Securities LLC11,706$289.3K0.01%−8,096−40.9%Reduced
Cim Investment Mangement Inc7,581$293.8K0.06%+176+2.4%Added
Capital Counsel LLC11,905$294.2K0.01%00.0%Unchanged
Range Financial Group LLC11,950$295.3K0.12%−13,169−52.4%Reduced
First National Advisers, LLC12,026$297.2K0.04%+708+6.3%Added
MML Investors Services, LLC12,040$298.0K0.00%+1,034+9.4%Added
Gibbs Wealth Management12,062$298.1K0.06%+1,630+15.6%Added
BNP Paribas Arbitrage, SA12,071$298.3K0.00%−145−1.2%Reduced
Aster Capital Management (DIFC) Ltd12,584$311.0K0.07%−36,312−74.3%Reduced
Blair William & Co12,746$315.0K0.00%+13+0.1%Added
Sanctuary Advisors, LLC12,935$319.6K0.00%−6,926−34.9%Reduced
Meritage Portfolio Management13,026$321.9K0.02%+662+5.4%Added
HighTower Advisors, LLC13,040$322.2K0.00%+1,404+12.1%Added
Wolverine Trading, LLC13,162$330.4K0.01%+2,722+26.1%Added
ISAM Funds (UK) Ltd13,587$335.7K0.07%+13,587New
Public Employees Retirement Association of Colorado13,824$342.0K0.00%00.0%Unchanged
Foster & Motley Inc14,048$347.0K0.02%−4,512−24.3%Reduced
CIBC World Markets Corp14,069$347.6K0.00%−11,321−44.6%Reduced
Mutual of America Capital Management LLC14,704$363.3K0.00%−1,958−11.8%Reduced
Pitcairn Co14,765$364.8K0.02%−3,685−20.0%Reduced
Moody National Bank Trust Division15,000$370.6K0.03%−534−3.4%Reduced
Atria Investments LLC15,472$382.3K0.00%+754+5.1%Added
Sippican Capital Advisors15,741$389.0K0.28%+116+0.7%Added
Cetera Investment Advisers16,626$410.8K0.00%−56−0.3%Reduced
The PNC Financial Services Group, Inc.17,127$423.2K0.00%−296−1.7%Reduced
MQS Management LLC17,901$442.3K0.24%+6,283+54.1%Added
IFP Advisors, Inc18,217$450.6K0.01%−2,425−11.7%Reduced
Stifel Financial Corp18,542$458.2K0.00%−952−4.9%Reduced
Pictet Asset Management Holding SA18,828$465.2K0.00%+1,590+9.2%Added
Lazard Asset Management LLC18,957$467.0K0.00%+1,236+7.0%Added
SG Americas Securities, LLC18,920$468.0K0.00%+1,197+6.8%Added
CWM Advisors, LLC19,034$470.3K0.05%+5,728+43.0%Added
Henshaw Capital LLC19,337$477.8K0.02%00.0%Unchanged
STRS Ohio19,400$479.4K0.00%+1,400+7.8%Added
Quantinno Capital Management LP20,799$513.9K0.00%+13,057+168.7%Added
Jefferies Financial Group Inc.20,966$518.1K0.01%−922−4.2%Reduced
RSM US Wealth Management LLC20,992$518.7K0.01%+3,443+19.6%Added
CI Private Wealth, LLC21,166$523.0K0.00%+6,262+42.0%Added
Scientech Research LLC21,342$527.4K0.13%+13,389+168.4%Added
FMR LLC21,492$531.1K0.00%−308,632−93.5%Reduced
Inspire Advisors, LLC22,329$551.7K0.06%+4,621+26.1%Added
Marshall Wace, LLP22,996$568.2K0.00%+22,996New
Allianz Asset Management GmbH23,614$583.5K0.00%−17,762−42.9%Reduced
ProShare Advisors LLC25,492$629.9K0.00%−1,454−5.4%Reduced
State of Wisconsin Investment Board25,515$630.5K0.00%+5,505+27.5%Added
Fox Run Management, L.L.C.25,780$637.0K0.11%+13,520+110.3%Added
Police & Firemen's Retirement System of New Jersey25,830$638.3K0.01%+1,145+4.6%Added
Oregon Public Employees Retirement Fund26,051$643.7K0.01%−200−0.8%Reduced
Mariner, LLC26,263$649.0K0.00%+524+2.0%Added
State Board of Administration of Florida Retirement System28,377$701.2K0.00%00.0%Unchanged
Diversified Trust Co29,209$721.8K0.02%+505+1.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys29,387$726.2K0.00%+2,006+7.3%Added
Two Sigma Advisers, LP30,500$753.7K0.00%−27,500−47.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)30,830$761.8K0.00%00.0%Unchanged
Amalgamated Bank32,588$805.0K0.01%+80.0%Added
Arizona State Retirement System33,405$825.4K0.00%+585+1.8%Added
Maryland State Retirement & Pension System33,639$831.2K0.02%+212+0.6%Added
Ensign Peak Advisors, Inc34,071$841.9K0.00%−6,550−16.1%Reduced
Ironwood Investment Management LLC34,190$844.8K0.41%00.0%Unchanged
Bank of Montreal34,608$855.2K0.00%−867−2.4%Reduced
GF Fund Management Co. Ltd.35,175$869.2K0.02%+1,591+4.7%Added
Waldron Private Wealth LLC35,503$877.3K0.04%00.0%Unchanged
State of Tennessee, Treasury Department35,855$886.0K0.00%−12,474−25.8%Reduced
KLP Kapitalforvaltning AS36,000$889.6K0.00%+2,200+6.5%Added