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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 36,872 | $911.0K | 0.01% | −2,884−7.3% | Reduced |
| Winton Group Ltd | 36,966 | $913.4K | 0.05% | +1,185+3.3% | Added |
| Thomist Capital Management, LP | 37,100 | $931.2K | 0.56% | +37,100 | New |
| Dana Investment Advisors, Inc. | 37,825 | $934.7K | 0.03% | +2,063+5.8% | Added |
| TCI Wealth Advisors, Inc. | 38,805 | $958.9K | 0.07% | +60.0% | Added |
| Exchange Traded Concepts, LLC | 39,357 | $972.5K | 0.01% | +2,262+6.1% | Added |
| Cerity Partners LLC | 39,378 | $973.0K | 0.00% | +7,229+22.5% | Added |
| XTX Topco Ltd | 39,579 | $978.0K | 0.04% | −11,245−22.1% | Reduced |
| Energy Income Partners, LLC | 40,065 | $990.0K | 0.02% | −684−1.7% | Reduced |
| Empowered Funds, LLC | 41,921 | $1.04M | 0.01% | +6,609+18.7% | Added |
| Toroso Investments, LLC | 42,579 | $1.05M | 0.01% | +750+1.8% | Added |
| Miller Howard Investments Inc | 42,706 | $1.06M | 0.03% | −3,333−7.2% | Reduced |
| Meeder Asset Management Inc | 44,051 | $1.09M | 0.07% | +43,967+52,341.7% | Added |
| Janus Henderson Group PLC | 44,610 | $1.10M | 0.00% | −9,200−17.1% | Reduced |
| JustInvest LLC | 44,655 | $1.10M | 0.01% | +20,698+86.4% | Added |
| Brevan Howard Capital Management LP | 44,913 | $1.11M | 0.01% | +44,913 | New |
| Yousif Capital Management, LLC | 45,468 | $1.12M | 0.01% | +767+1.7% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.14M | 0.14% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,313 | $1.14M | 0.01% | +18,777+68.2% | Added |
| Jump Financial, LLC | 46,800 | $1.16M | 0.01% | −42,109−47.4% | Reduced |
| CBOE Vest Financial, LLC | 47,053 | $1.16M | 0.02% | −5,568−10.6% | Reduced |
| Summit Global Investments | 47,481 | $1.17M | 0.07% | +25,682+117.8% | Added |
| US Bancorp | 48,222 | $1.19M | 0.00% | −2,821−5.5% | Reduced |
| Gsa Capital Partners LLP | 48,591 | $1.20M | 0.08% | +11,234+30.1% | Added |
| Diversify Advisory Services, LLC | 44,590 | $1.20M | 0.05% | −949−2.1% | Reduced |
| Highbridge Capital Management LLC | 50,000 | $1.24M | 0.06% | −31,750−38.8% | Reduced |
| De Lisle Partners LLP | 50,000 | $1.24M | 0.17% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 52,388 | $1.29M | 0.00% | +11,473+28.0% | Added |
| Louisiana State Employees Retirement System | 53,500 | $1.32M | 0.02% | −400−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 53,760 | $1.33M | 0.02% | −47,413−46.9% | Reduced |
| CSS LLC | 54,308 | $1.34M | 0.08% | +2,417+4.7% | Added |
| Connors Investor Services Inc | 55,559 | $1.37M | 0.12% | −70.0% | Reduced |
| Twinbeech Capital LP | 56,948 | $1.41M | 0.03% | −276,602−82.9% | Reduced |
| Pathstone Holdings, LLC | 56,951 | $1.41M | 0.01% | +10,834+23.5% | Added |
| Dark Forest Capital Management LP | 59,320 | $1.47M | 0.06% | −27,784−31.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 59,647 | $1.47M | 0.00% | −10,644−15.1% | Reduced |
| Teacher Retirement System of Texas | 59,850 | $1.48M | 0.01% | +1,435+2.5% | Added |
| HSBC Holdings PLC | 61,463 | $1.53M | 0.00% | +46,893+321.8% | Added |
| Manufacturers Life Insurance Company, The | 61,951 | $1.53M | 0.00% | −3,455−5.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 62,584 | $1.55M | 0.00% | −5,527−8.1% | Reduced |
| 1492 Capital Management LLC | 64,417 | $1.59M | 0.73% | +120+0.2% | Added |
| First National Bank of Omaha | 67,312 | $1.66M | 0.11% | +853+1.3% | Added |
| MetLife Investment Management | 67,826 | $1.68M | 0.01% | −116−0.2% | Reduced |
| State of Alaska, Department of Revenue | 68,135 | $1.68M | 0.02% | +4,737+7.5% | Added |
| Engineers Gate Manager LP | 68,155 | $1.68M | 0.02% | −29,029−29.9% | Reduced |
| Man Group plc | 68,746 | $1.70M | 0.00% | −55,826−44.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 69,144 | $1.71M | 0.11% | +69,144 | New |
| LPL Financial LLC | 70,393 | $1.74M | 0.00% | +26,007+58.6% | Added |
| Franklin Resources Inc | 71,452 | $1.77M | 0.00% | −1,604−2.2% | Reduced |
| Massachusetts Financial Services Co | 73,706 | $1.82M | 0.00% | +910+1.3% | Added |
| Hodges Capital Management Inc. | 73,908 | $1.83M | 0.18% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.84M | 0.75% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 74,863 | $1.85M | 0.00% | +25,471+51.6% | Added |
| Collar Capital Management, LLC | 78,181 | $1.93M | 1.62% | +14,951+23.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 78,686 | $1.94M | 0.05% | +58,293+285.8% | Added |
| Centiva Capital, LP | 80,395 | $1.99M | 0.13% | +80,395 | New |
| Mercer Global Advisors Inc | 80,899 | $2.00M | 0.00% | +25,084+44.9% | Added |
| State of New Jersey Common Pension Fund D | 81,253 | $2.01M | 0.01% | +24,053+42.1% | Added |
| Creative Planning | 81,990 | $2.03M | 0.00% | +20,497+33.3% | Added |
| D. E. Shaw & Co., Inc. | 83,149 | $2.05M | 0.00% | −20,003−19.4% | Reduced |
| Nisa Investment Advisors, LLC | 86,298 | $2.13M | 0.01% | +2,119+2.5% | Added |
| Boston Partners | 91,816 | $2.27M | 0.00% | +53,731+141.1% | Added |
| Public Employees Retirement System of Ohio | 93,828 | $2.32M | 0.01% | +10,435+12.5% | Added |
| Voya Investment Management LLC | 96,869 | $2.39M | 0.00% | −982−1.0% | Reduced |
| Deutsche Bank AG | 96,916 | $2.39M | 0.00% | −13,422−12.2% | Reduced |
| Great West Life Assurance Co | 101,052 | $2.50M | 0.00% | −1,854−1.8% | Reduced |
| Royal Bank of Canada | 102,472 | $2.53M | 0.00% | +10,556+11.5% | Added |
| Intech Investment Management LLC | 103,293 | $2.55M | 0.02% | −20,056−16.3% | Reduced |
| Canada Pension Plan Investment Board | 104,000 | $2.57M | 0.00% | +46,200+79.9% | Added |
| California State Teachers Retirement System | 105,755 | $2.61M | 0.00% | +303+0.3% | Added |
| Price T Rowe Associates Inc | 106,540 | $2.63M | 0.00% | +6,655+6.7% | Added |
| Thrivent Financial for Lutherans | 108,132 | $2.67M | 0.01% | +24,090+28.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,322 | $2.68M | 0.00% | +32,199+42.3% | Added |
| PDT Partners, LLC | 109,715 | $2.71M | 0.15% | +96,763+747.1% | Added |
| NFJ Investment Group, LLC | 112,346 | $2.78M | 0.10% | +32,086+40.0% | Added |
| Insight Wealth Strategies, LLC | 107,381 | $2.80M | 0.35% | +25,273+30.8% | 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 |
| CoreCommodity Management, LLC | 117,263 | $2.90M | 0.48% | +42,481+56.8% | Added |
| Segall Bryant & Hamill, LLC | 119,442 | $2.95M | 0.04% | −9,465−7.3% | Reduced |
| Comerica Bank | 124,408 | $3.07M | 0.01% | +8,353+7.2% | Added |
| Caption Management, LLC | 129,389 | $3.20M | 0.29% | +85,555+195.2% | Added |
| Edgestream Partners, L.P. | 137,975 | $3.41M | 0.09% | +137,975 | New |
| Rafferty Asset Management, LLC | 141,188 | $3.49M | 0.01% | −34,225−19.5% | Reduced |
| Congress Wealth Management LLC | 142,602 | $3.52M | 0.03% | +9,820+7.4% | Added |
| Alliancebernstein L.P. | 142,900 | $3.53M | 0.00% | +4,330+3.1% | Added |
| Susquehanna International Group, LLP | 146,298 | $3.62M | 0.01% | −32,652−18.2% | Reduced |
| Evoke Wealth, LLC | 156,300 | $3.86M | 0.09% | +8,093+5.5% | Added |
| New York State Teachers Retirement System | 158,213 | $3.91M | 0.01% | −16,848−9.6% | Reduced |
| Peregrine Capital Management LLC | 163,517 | $4.04M | 0.12% | +668+0.4% | Added |
| CSM Advisors, LLC | 167,250 | $4.13M | 0.12% | +167,250 | New |
| Citigroup Inc | 167,312 | $4.13M | 0.00% | −103,990−38.3% | Reduced |
| Aventail Capital Group, LP | 167,504 | $4.14M | 0.18% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 170,194 | $4.21M | 0.26% | +170,194 | New |
| Holocene Advisors, LP | 171,336 | $4.23M | 0.01% | +98,403+134.9% | Added |
| AQR Capital Management LLC | 172,561 | $4.26M | 0.00% | +26,639+18.3% | Added |
| Moody Aldrich Partners LLC | 177,045 | $4.37M | 0.85% | +41,987+31.1% | Added |
| Algert Global LLC | 188,458 | $4.66M | 0.10% | +175,098+1,310.6% | Added |
| California Public Employees Retirement System | 205,239 | $5.07M | 0.00% | −2,576−1.2% | Reduced |
| Renaissance Technologies LLC | 208,900 | $5.16M | 0.01% | −478,963−69.6% | Reduced |