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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 20,966 | $518.1K | 0.01% | −922−4.2% | Reduced |
| Quantinno Capital Management LP | 20,799 | $513.9K | 0.00% | +13,057+168.7% | Added |
| STRS Ohio | 19,400 | $479.4K | 0.00% | +1,400+7.8% | Added |
| Henshaw Capital LLC | 19,337 | $477.8K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 19,034 | $470.3K | 0.05% | +5,728+43.0% | Added |
| SG Americas Securities, LLC | 18,920 | $468.0K | 0.00% | +1,197+6.8% | Added |
| Lazard Asset Management LLC | 18,957 | $467.0K | 0.00% | +1,236+7.0% | Added |
| Pictet Asset Management Holding SA | 18,828 | $465.2K | 0.00% | +1,590+9.2% | Added |
| Stifel Financial Corp | 18,542 | $458.2K | 0.00% | −952−4.9% | Reduced |
| IFP Advisors, Inc | 18,217 | $450.6K | 0.01% | −2,425−11.7% | Reduced |
| MQS Management LLC | 17,901 | $442.3K | 0.24% | +6,283+54.1% | Added |
| The PNC Financial Services Group, Inc. | 17,127 | $423.2K | 0.00% | −296−1.7% | Reduced |
| Cetera Investment Advisers | 16,626 | $410.8K | 0.00% | −56−0.3% | Reduced |
| Sippican Capital Advisors | 15,741 | $389.0K | 0.28% | +116+0.7% | Added |
| Atria Investments LLC | 15,472 | $382.3K | 0.00% | +754+5.1% | Added |
| Moody National Bank Trust Division | 15,000 | $370.6K | 0.03% | −534−3.4% | Reduced |
| Pitcairn Co | 14,765 | $364.8K | 0.02% | −3,685−20.0% | Reduced |
| Mutual of America Capital Management LLC | 14,704 | $363.3K | 0.00% | −1,958−11.8% | Reduced |
| CIBC World Markets Corp | 14,069 | $347.6K | 0.00% | −11,321−44.6% | Reduced |
| Foster & Motley Inc | 14,048 | $347.0K | 0.02% | −4,512−24.3% | Reduced |
| Public Employees Retirement Association of Colorado | 13,824 | $342.0K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 13,587 | $335.7K | 0.07% | +13,587 | New |
| Wolverine Trading, LLC | 13,162 | $330.4K | 0.01% | +2,722+26.1% | Added |
| HighTower Advisors, LLC | 13,040 | $322.2K | 0.00% | +1,404+12.1% | Added |
| Meritage Portfolio Management | 13,026 | $321.9K | 0.02% | +662+5.4% | Added |
| Sanctuary Advisors, LLC | 12,935 | $319.6K | 0.00% | −6,926−34.9% | Reduced |
| Blair William & Co | 12,746 | $315.0K | 0.00% | +13+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 12,584 | $311.0K | 0.07% | −36,312−74.3% | Reduced |
| BNP Paribas Arbitrage, SA | 12,071 | $298.3K | 0.00% | −145−1.2% | Reduced |
| Gibbs Wealth Management | 12,062 | $298.1K | 0.06% | +1,630+15.6% | Added |
| MML Investors Services, LLC | 12,040 | $298.0K | 0.00% | +1,034+9.4% | Added |
| First National Advisers, LLC | 12,026 | $297.2K | 0.04% | +708+6.3% | Added |
| Range Financial Group LLC | 11,950 | $295.3K | 0.12% | −13,169−52.4% | Reduced |
| Capital Counsel LLC | 11,905 | $294.2K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 7,581 | $293.8K | 0.06% | +176+2.4% | Added |
| GTS Securities LLC | 11,706 | $289.3K | 0.01% | −8,096−40.9% | Reduced |
| Petrus Trust Company, LTA | 11,699 | $289.1K | 0.03% | −18,983−61.9% | Reduced |
| Bailard, Inc. | 11,600 | $286.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,575 | $286.0K | 0.01% | 00.0% | Unchanged |
| Scott Marsh Financial, LLC | 11,575 | $286.0K | 0.11% | +11,575 | New |
| HRT Financial LP | 11,571 | $285.0K | 0.00% | −297,186−96.3% | Reduced |
| Bayesian Capital Management, LP | 11,484 | $283.8K | 0.04% | +11,484 | New |
| Vestcor Inc | 11,313 | $280.0K | 0.01% | −35,414−75.8% | Reduced |
| Texas Yale Capital Corp. | 11,169 | $276.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 11,105 | $274.4K | 0.03% | −5,014−31.1% | Reduced |
| Readystate Asset Management LP | 11,013 | $272.1K | 0.01% | −4,886−30.7% | Reduced |
| Kestra Advisory Services, LLC | 10,829 | $267.6K | 0.00% | −157−1.4% | Reduced |
| Ethic Inc. | 10,550 | $264.8K | 0.00% | −27,437−72.2% | Reduced |
| FIL Ltd | 10,683 | $264.0K | 0.00% | −548−4.9% | Reduced |
| Gotham Asset Management, LLC | 10,023 | $247.7K | 0.00% | −3,675−26.8% | Reduced |
| Tower Research Capital LLC (TRC) | 9,498 | $234.7K | 0.01% | +1,907+25.1% | Added |
| Los Angeles Capital Management LLC | 9,220 | $227.8K | 0.00% | −23,494−71.8% | Reduced |
| ZWJ Investment Counsel Inc | 9,184 | $226.9K | 0.01% | +9,184 | New |
| Janney Montgomery Scott LLC | 9,163 | $226.0K | 0.00% | −12,095−56.9% | Reduced |
| Schroder Investment Management Group | 8,758 | $219.8K | 0.00% | −1,559−15.1% | Reduced |
| Xponance, Inc. | 8,852 | $218.7K | 0.00% | +164+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,341 | $216.3K | 0.00% | +8,341 | New |
| Vise Technologies, Inc. | 8,602 | $212.6K | 0.01% | +8,602 | New |
| DGS Capital Management, LLC | 8,599 | $212.5K | 0.04% | −1,248−12.7% | Reduced |
| Walleye Trading LLC | 8,578 | $212.0K | 0.01% | +8,578 | New |
| Everence Capital Management Inc | 8,290 | $205.0K | 0.01% | +8,290 | New |
| Stonehearth Capital Management, LLC | 8,247 | $203.8K | 0.08% | +231+2.9% | Added |
| B&L Asset Management LLC | 8,178 | $202.1K | 0.12% | −600−6.8% | Reduced |
| Hohimer Wealth Management, LLC | 8,176 | $202.0K | 0.04% | +8,176 | New |
| Neuberger Berman Group LLC | 8,123 | $200.7K | 0.00% | +8,123 | New |
| Oakworth Capital, Inc. | 6,408 | $158.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,028 | $149.0K | 0.00% | +2,268+60.3% | Added |
| Wolverine Asset Management LLC | 6,022 | $148.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,971 | $147.5K | 0.01% | +1,282+27.3% | Added |
| Shell Asset Management Co | 5,903 | $146.0K | 0.01% | −1,378−18.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,738 | $143.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 5,667 | $140.0K | 0.00% | −2,205−28.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,265 | $105.4K | 0.01% | +4,265 | New |
| 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 |
| Cetera Trust Company, N.A | 4,060 | $100.3K | 0.06% | +1,295+46.8% | Added |
| CIBC Private Wealth Group, LLC | 3,900 | $96.4K | 0.00% | −1,295−24.9% | Reduced |
| KBC Group NV | 3,790 | $94.0K | 0.00% | −1,285−25.3% | Reduced |
| 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 |
| GWM Advisors LLC | 3,276 | $81.0K | 0.00% | +28+0.9% | Added |
| Signaturefd, LLC | 3,118 | $77.0K | 0.00% | +560+21.9% | Added |
| Sterling Capital Management LLC | 3,083 | $76.2K | 0.00% | +1,422+85.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,871 | $70.9K | 0.05% | +972+51.2% | Added |
| Clear Street Markets LLC | 2,457 | $60.7K | 0.02% | +2,316+1,642.6% | Added |
| Advisor Group Holdings, Inc. | 1,884 | $47.0K | 0.00% | −259−12.1% | Reduced |
| Smartleaf Asset Management LLC | 1,865 | $46.8K | 0.00% | −2,332−55.6% | Reduced |
| Massmutual Trust Co FSB | 1,887 | $46.6K | 0.00% | +1,451+332.8% | Added |
| Byrne Asset Management LLC | 1,725 | $42.6K | 0.03% | +252+17.1% | Added |
| Ci Investments Inc. | 1,574 | $39.0K | 0.00% | −923−37.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,560 | $38.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,475 | $36.0K | 0.00% | −45−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,428 | $35.3K | 0.00% | +196+15.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,400 | $34.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,223 | $30.2K | 0.00% | −31−2.5% | Reduced |
| Parallel Advisors, LLC | 1,097 | $27.1K | 0.00% | −22−2.0% | Reduced |
| Kestra Investment Management, LLC | 1,017 | $25.3K | 0.00% | +981+2,725.0% | Added |
| Farther Finance Advisors, LLC | 990 | $24.5K | 0.00% | +80+8.8% | Added |
| Fifth Third Bancorp | 947 | $23.4K | 0.00% | −17−1.8% | Reduced |
| Skopos Labs, Inc. | 879 | $21.7K | 0.00% | −259−22.8% | Reduced |