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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 108,132 | $2.67M | 0.01% | +24,090+28.7% | Added |
| Price T Rowe Associates Inc | 106,540 | $2.63M | 0.00% | +6,655+6.7% | Added |
| California State Teachers Retirement System | 105,755 | $2.61M | 0.00% | +303+0.3% | Added |
| Canada Pension Plan Investment Board | 104,000 | $2.57M | 0.00% | +46,200+79.9% | Added |
| Intech Investment Management LLC | 103,293 | $2.55M | 0.02% | −20,056−16.3% | Reduced |
| Royal Bank of Canada | 102,472 | $2.53M | 0.00% | +10,556+11.5% | Added |
| Great West Life Assurance Co | 101,052 | $2.50M | 0.00% | −1,854−1.8% | Reduced |
| Deutsche Bank AG | 96,916 | $2.39M | 0.00% | −13,422−12.2% | Reduced |
| Voya Investment Management LLC | 96,869 | $2.39M | 0.00% | −982−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 93,828 | $2.32M | 0.01% | +10,435+12.5% | Added |
| Boston Partners | 91,816 | $2.27M | 0.00% | +53,731+141.1% | Added |
| Nisa Investment Advisors, LLC | 86,298 | $2.13M | 0.01% | +2,119+2.5% | Added |
| D. E. Shaw & Co., Inc. | 83,149 | $2.05M | 0.00% | −20,003−19.4% | Reduced |
| Creative Planning | 81,990 | $2.03M | 0.00% | +20,497+33.3% | Added |
| State of New Jersey Common Pension Fund D | 81,253 | $2.01M | 0.01% | +24,053+42.1% | Added |
| Mercer Global Advisors Inc | 80,899 | $2.00M | 0.00% | +25,084+44.9% | Added |
| Centiva Capital, LP | 80,395 | $1.99M | 0.13% | +80,395 | New |
| Y-Intercept (Hong Kong) Ltd | 78,686 | $1.94M | 0.05% | +58,293+285.8% | Added |
| Collar Capital Management, LLC | 78,181 | $1.93M | 1.62% | +14,951+23.6% | Added |
| Two Sigma Investments, LP | 74,863 | $1.85M | 0.00% | +25,471+51.6% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.84M | 0.75% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 73,908 | $1.83M | 0.18% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 73,706 | $1.82M | 0.00% | +910+1.3% | Added |
| Franklin Resources Inc | 71,452 | $1.77M | 0.00% | −1,604−2.2% | Reduced |
| LPL Financial LLC | 70,393 | $1.74M | 0.00% | +26,007+58.6% | Added |
| Campbell & CO Investment Adviser LLC | 69,144 | $1.71M | 0.11% | +69,144 | New |
| Man Group plc | 68,746 | $1.70M | 0.00% | −55,826−44.8% | Reduced |
| Engineers Gate Manager LP | 68,155 | $1.68M | 0.02% | −29,029−29.9% | Reduced |
| State of Alaska, Department of Revenue | 68,135 | $1.68M | 0.02% | +4,737+7.5% | Added |
| MetLife Investment Management | 67,826 | $1.68M | 0.01% | −116−0.2% | Reduced |
| First National Bank of Omaha | 67,312 | $1.66M | 0.11% | +853+1.3% | Added |
| 1492 Capital Management LLC | 64,417 | $1.59M | 0.73% | +120+0.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,584 | $1.55M | 0.00% | −5,527−8.1% | Reduced |
| Manufacturers Life Insurance Company, The | 61,951 | $1.53M | 0.00% | −3,455−5.3% | Reduced |
| HSBC Holdings PLC | 61,463 | $1.53M | 0.00% | +46,893+321.8% | Added |
| Teacher Retirement System of Texas | 59,850 | $1.48M | 0.01% | +1,435+2.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 59,647 | $1.47M | 0.00% | −10,644−15.1% | Reduced |
| Dark Forest Capital Management LP | 59,320 | $1.47M | 0.06% | −27,784−31.9% | Reduced |
| Pathstone Holdings, LLC | 56,951 | $1.41M | 0.01% | +10,834+23.5% | Added |
| Twinbeech Capital LP | 56,948 | $1.41M | 0.03% | −276,602−82.9% | Reduced |
| Connors Investor Services Inc | 55,559 | $1.37M | 0.12% | −70.0% | Reduced |
| CSS LLC | 54,308 | $1.34M | 0.08% | +2,417+4.7% | Added |
| Illinois Municipal Retirement Fund | 53,760 | $1.33M | 0.02% | −47,413−46.9% | Reduced |
| Louisiana State Employees Retirement System | 53,500 | $1.32M | 0.02% | −400−0.7% | Reduced |
| Natixis Advisors, L.P. | 52,388 | $1.29M | 0.00% | +11,473+28.0% | Added |
| De Lisle Partners LLP | 50,000 | $1.24M | 0.17% | 00.0% | Unchanged |
| Highbridge Capital Management LLC | 50,000 | $1.24M | 0.06% | −31,750−38.8% | Reduced |
| Diversify Advisory Services, LLC | 44,590 | $1.20M | 0.05% | −949−2.1% | Reduced |
| Gsa Capital Partners LLP | 48,591 | $1.20M | 0.08% | +11,234+30.1% | Added |
| US Bancorp | 48,222 | $1.19M | 0.00% | −2,821−5.5% | Reduced |
| Summit Global Investments | 47,481 | $1.17M | 0.07% | +25,682+117.8% | Added |
| CBOE Vest Financial, LLC | 47,053 | $1.16M | 0.02% | −5,568−10.6% | Reduced |
| Jump Financial, LLC | 46,800 | $1.16M | 0.01% | −42,109−47.4% | Reduced |
| Cresset Asset Management, LLC | 46,313 | $1.14M | 0.01% | +18,777+68.2% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.14M | 0.14% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 45,468 | $1.12M | 0.01% | +767+1.7% | Added |
| Brevan Howard Capital Management LP | 44,913 | $1.11M | 0.01% | +44,913 | New |
| JustInvest LLC | 44,655 | $1.10M | 0.01% | +20,698+86.4% | Added |
| Janus Henderson Group PLC | 44,610 | $1.10M | 0.00% | −9,200−17.1% | Reduced |
| Meeder Asset Management Inc | 44,051 | $1.09M | 0.07% | +43,967+52,341.7% | Added |
| Miller Howard Investments Inc | 42,706 | $1.06M | 0.03% | −3,333−7.2% | Reduced |
| Toroso Investments, LLC | 42,579 | $1.05M | 0.01% | +750+1.8% | Added |
| Empowered Funds, LLC | 41,921 | $1.04M | 0.01% | +6,609+18.7% | Added |
| Energy Income Partners, LLC | 40,065 | $990.0K | 0.02% | −684−1.7% | Reduced |
| XTX Topco Ltd | 39,579 | $978.0K | 0.04% | −11,245−22.1% | Reduced |
| Cerity Partners LLC | 39,378 | $973.0K | 0.00% | +7,229+22.5% | Added |
| Exchange Traded Concepts, LLC | 39,357 | $972.5K | 0.01% | +2,262+6.1% | Added |
| TCI Wealth Advisors, Inc. | 38,805 | $958.9K | 0.07% | +60.0% | Added |
| Dana Investment Advisors, Inc. | 37,825 | $934.7K | 0.03% | +2,063+5.8% | Added |
| Thomist Capital Management, LP | 37,100 | $931.2K | 0.56% | +37,100 | New |
| Winton Group Ltd | 36,966 | $913.4K | 0.05% | +1,185+3.3% | Added |
| Teachers Retirement System of the State of Kentucky | 36,872 | $911.0K | 0.01% | −2,884−7.3% | Reduced |
| KLP Kapitalforvaltning AS | 36,000 | $889.6K | 0.00% | +2,200+6.5% | Added |
| State of Tennessee, Treasury Department | 35,855 | $886.0K | 0.00% | −12,474−25.8% | Reduced |
| Waldron Private Wealth LLC | 35,503 | $877.3K | 0.04% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 35,175 | $869.2K | 0.02% | +1,591+4.7% | Added |
| Bank of Montreal | 34,608 | $855.2K | 0.00% | −867−2.4% | Reduced |
| Ironwood Investment Management LLC | 34,190 | $844.8K | 0.41% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 34,071 | $841.9K | 0.00% | −6,550−16.1% | Reduced |
| Maryland State Retirement & Pension System | 33,639 | $831.2K | 0.02% | +212+0.6% | Added |
| Arizona State Retirement System | 33,405 | $825.4K | 0.00% | +585+1.8% | Added |
| Amalgamated Bank | 32,588 | $805.0K | 0.01% | +80.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,830 | $761.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 30,500 | $753.7K | 0.00% | −27,500−47.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,387 | $726.2K | 0.00% | +2,006+7.3% | Added |
| Diversified Trust Co | 29,209 | $721.8K | 0.02% | +505+1.8% | Added |
| State Board of Administration of Florida Retirement System | 28,377 | $701.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 26,263 | $649.0K | 0.00% | +524+2.0% | Added |
| Oregon Public Employees Retirement Fund | 26,051 | $643.7K | 0.01% | −200−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 25,830 | $638.3K | 0.01% | +1,145+4.6% | Added |
| Fox Run Management, L.L.C. | 25,780 | $637.0K | 0.11% | +13,520+110.3% | Added |
| State of Wisconsin Investment Board | 25,515 | $630.5K | 0.00% | +5,505+27.5% | Added |
| ProShare Advisors LLC | 25,492 | $629.9K | 0.00% | −1,454−5.4% | Reduced |
| Allianz Asset Management GmbH | 23,614 | $583.5K | 0.00% | −17,762−42.9% | Reduced |
| Marshall Wace, LLP | 22,996 | $568.2K | 0.00% | +22,996 | New |
| Inspire Advisors, LLC | 22,329 | $551.7K | 0.06% | +4,621+26.1% | Added |
| FMR LLC | 21,492 | $531.1K | 0.00% | −308,632−93.5% | Reduced |
| Scientech Research LLC | 21,342 | $527.4K | 0.13% | +13,389+168.4% | Added |
| CI Private Wealth, LLC | 21,166 | $523.0K | 0.00% | +6,262+42.0% | Added |
| RSM US Wealth Management LLC | 20,992 | $518.7K | 0.01% | +3,443+19.6% | Added |