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.
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 | 499 | $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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 218,419 | $5.40M | 0.01% | +218,419 | New |
| Swiss National Bank | 218,600 | $5.40M | 0.00% | −3,000−1.4% | Reduced |
| Caxton Associates LLP | 219,898 | $5.43M | 0.14% | +72,857+49.5% | Added |
| Trexquant Investment LP | 236,222 | $5.84M | 0.07% | +236,222 | New |
| Wells Fargo & Company | 244,956 | $6.05M | 0.00% | +27,313+12.5% | Added |
| Squarepoint Ops LLC | 246,729 | $6.10M | 0.01% | +189,660+332.3% | Added |
| Denali Advisors LLC | 261,902 | $6.47M | 0.67% | +89,558+52.0% | Added |
| Barclays PLC | 264,356 | $6.53M | 0.00% | +72,421+37.7% | Added |
| HITE Hedge Asset Management LLC | 268,023 | $6.62M | 0.38% | −1,201,266−81.8% | Reduced |
| First Eagle Investment Management, LLC | 280,303 | $6.93M | 0.01% | +3,000+1.1% | Added |
| UBS Asset Management Americas Inc | 284,079 | $7.02M | 0.00% | −91,837−24.4% | Reduced |
| Capital Fund Management S.A. | 284,618 | $7.03M | 0.08% | +204,262+254.2% | Added |
| Royce & Associates LP | 290,876 | $7.19M | 0.07% | +20,816+7.7% | Added |
| Prudential Financial Inc | 294,546 | $7.28M | 0.01% | +73,240+33.1% | Added |
| William Blair Investment Management, LLC | 301,909 | $7.46M | 0.02% | −399,528−57.0% | Reduced |
| Russell Investments Group, Ltd. | 302,800 | $7.48M | 0.01% | +110,235+57.2% | Added |
| Pekin Hardy Strauss, Inc. | 305,006 | $7.54M | 0.86% | +118,291+63.4% | Added |
| Alyeska Investment Group, L.P. | 307,413 | $7.60M | 0.03% | −215,561−41.2% | Reduced |
| UBS Group AG | 320,216 | $7.91M | 0.00% | −140,828−30.5% | Reduced |
| Legal & General Group Plc | 329,450 | $8.14M | 0.00% | +508+0.2% | Added |
| Kennedy Capital Management, Inc. | 336,570 | $8.32M | 0.20% | −112,039−25.0% | Reduced |
| Verition Fund Management LLC | 337,212 | $8.33M | 0.05% | +259,944+336.4% | Added |
| Bridgewater Associates, LP | 349,034 | $8.62M | 0.03% | +313,165+873.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 376,005 | $9.29M | 0.03% | +46,900+14.3% | Added |
| Rhumbline Advisers | 387,290 | $9.57M | 0.01% | −15,577−3.9% | Reduced |
| Baird Financial Group, Inc. | 392,484 | $9.70M | 0.02% | +3,845+1.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 417,174 | $10.3M | 0.04% | +132,835+46.7% | Added |
| Public Sector Pension Investment Board | 437,534 | $10.8M | 0.05% | +32,202+7.9% | Added |
| LSV Asset Management | 457,100 | $11.3M | 0.03% | −5,191−1.1% | Reduced |
| Panagora Asset Management Inc | 467,112 | $11.5M | 0.05% | +5,494+1.2% | Added |
| Tributary Capital Management, LLC | 500,644 | $12.4M | 1.10% | −82,369−14.1% | Reduced |
| Glenmede Investment Management, LP | 514,519 | $12.7M | 0.06% | +514,519 | New |
| Freestone Grove Partners LP | 518,146 | $12.8M | 0.10% | +315,323+155.5% | Added |
| New York State Common Retirement Fund | 518,160 | $12.8M | 0.02% | −328,684−38.8% | Reduced |
| Raymond James Financial Inc | 528,183 | $13.1M | 0.00% | +11,534+2.2% | Added |
| Ameriprise Financial Inc | 533,435 | $13.2M | 0.00% | −484,263−47.6% | Reduced |
| SEI Investments Co | 546,938 | $13.5M | 0.02% | +40,288+8.0% | Added |
| Envestnet Asset Management Inc | 563,312 | $13.9M | 0.00% | +63,458+12.7% | Added |
| Standard Life Aberdeen plc | 559,288 | $13.9M | 0.02% | +112,529+25.2% | Added |
| Principal Financial Group Inc | 567,523 | $14.0M | 0.01% | −86,182−13.2% | Reduced |
| Victory Capital Management Inc | 584,209 | $14.4M | 0.01% | +150,375+34.7% | Added |
| Wedge Capital Management L L P | 623,617 | $15.4M | 0.27% | +41,247+7.1% | Added |
| Goldman Sachs Group Inc | 737,219 | $18.2M | 0.00% | +227,098+44.5% | Added |
| Jane Street Group, LLC | 763,862 | $18.9M | 0.03% | +123,980+19.4% | Added |
| Frontier Capital Management Co LLC | 765,825 | $18.9M | 0.18% | −65,506−7.9% | Reduced |
| Woodline Partners LP | 812,696 | $20.1M | 0.11% | +812,696 | New |
| Voloridge Investment Management, LLC | 817,070 | $20.2M | 0.07% | +106,205+14.9% | Added |
| Fisher Asset Management, LLC | 861,301 | $21.3M | 0.01% | −575−0.1% | Reduced |
| Nuveen, LLC | 883,186 | $21.8M | 0.01% | +251,816+39.9% | Added |
| Congress Asset Management Co | 1,011,071 | $25.0M | 0.17% | −248,556−19.7% | Reduced |
| Balyasny Asset Management LLC | 1,018,960 | $25.2M | 0.06% | +1,018,960 | New |
| Bank of New York Mellon Corp | 1,081,835 | $26.7M | 0.01% | −100,630−8.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,082,414 | $26.7M | 0.02% | +699,115+182.4% | Added |
| Millennium Management LLC | 1,088,236 | $26.9M | 0.02% | −796,300−42.3% | Reduced |
| Bank of America Corp | 1,144,052 | $28.3M | 0.00% | +204,512+21.8% | Added |
| Palisade Capital Management LLC | 1,181,890 | $29.2M | 0.83% | −45,005−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,288,783 | $31.8M | 0.01% | +56,679+4.6% | Added |
| First Trust Advisors LP | 1,311,420 | $32.4M | 0.03% | −306,074−18.9% | Reduced |
| Northern Trust Corp | 1,315,130 | $32.5M | 0.00% | −83,261−6.0% | Reduced |
| Citadel Advisors LLC | 1,440,204 | $35.6M | 0.03% | −976,878−40.4% | Reduced |
| Morgan Stanley | 1,545,023 | $38.2M | 0.00% | +252,433+19.5% | Added |
| River Road Asset Management, LLC | 1,738,150 | $48.0M | 0.61% | −19,940−1.1% | Reduced |
| Invesco Ltd. | 2,289,314 | $56.6M | 0.01% | +415,454+22.2% | Added |
| Geode Capital Management, LLC | 2,710,106 | $67.0M | 0.00% | +17,930+0.7% | Added |
| JPMorgan Chase & Co | 3,374,092 | $83.4M | 0.01% | −893,033−20.9% | Reduced |
| Macquarie Group Ltd | 3,433,901 | $84.9M | 0.10% | +955,318+38.5% | Added |
| Westwood Holdings Group Inc. | 3,731,350 | $92.2M | 0.66% | +524,105+16.3% | Added |
| American Century Companies Inc | 4,209,870 | $104.0M | 0.06% | +300,866+7.7% | Added |
| State Street Corp | 5,736,438 | $141.7M | 0.01% | −612,692−9.7% | Reduced |
| Dimensional Fund Advisors LP | 5,890,818 | $145.6M | 0.03% | −416,498−6.6% | Reduced |
| Vanguard Group Inc | 14,843,403 | $366.8M | 0.01% | −426,040−2.8% | Reduced |
| BlackRock, Inc. | 19,902,380 | $491.8M | 0.01% | +2,194,117+12.4% | Added |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −1,558,569−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −346,986−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −328,983−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −242,750−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −211,719−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −199,362−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −161,825−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −104,654−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −104,202−100.0% | Sold out |
| RE Advisers Corp | 0 | $0 | 0.00% | −98,900−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −81,600−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −71,241−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −59,749−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −47,360−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −41,003−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −36,178−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −29,120−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −25,260−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −24,856−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,812−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −24,308−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −22,325−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −20,458−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −19,893−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −19,864−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −19,470−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,634−100.0% | Sold out |