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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 860 | $21.3K | 0.00% | +775+911.8% | Added |
| Bessemer Group Inc | 852 | $21.0K | 0.00% | +407+91.5% | Added |
| Umb Bank N A | 780 | $19.3K | 0.00% | −90−10.3% | Reduced |
| Global Wealth Strategies & Associates | 780 | $19.3K | 0.01% | +7+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 631 | $15.6K | 0.00% | −386−38.0% | Reduced |
| Versant Capital Management, Inc | 590 | $14.6K | 0.00% | +590 | New |
| Kiker Wealth Management, LLC | 523 | $12.9K | 0.01% | −39,324−98.7% | Reduced |
| NBC Securities, Inc. | 517 | $12.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 461 | $11.4K | 0.00% | −298,463−99.8% | Reduced |
| Huntington National Bank | 457 | $11.3K | 0.00% | −30−6.2% | Reduced |
| Bell Investment Advisors, Inc | 448 | $11.1K | 0.00% | +258+135.8% | Added |
| Hantz Financial Services, Inc. | 446 | $11.0K | 0.00% | +371+494.7% | Added |
| Rise Advisors, LLC | 420 | $10.4K | 0.00% | −61−12.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 363 | $8.97K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 335 | $8.28K | 0.00% | +162+93.6% | Added |
| Clearstead Advisors, LLC | 334 | $8.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 327 | $8.08K | 0.00% | +29+9.7% | Added |
| Cypress Capital Management LLC (WY) | 310 | $7.66K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 307 | $7.59K | 0.01% | +233+314.9% | Added |
| MAI Capital Management | 298 | $7.36K | 0.00% | +298 | New |
| Jones Financial Companies LLLP | 288 | $7.23K | 0.00% | +70+32.1% | Added |
| UMA Financial Services, Inc. | 292 | $7.22K | 0.00% | +35+13.6% | Added |
| CX Institutional | 275 | $7.00K | 0.00% | −4,055−93.6% | Reduced |
| Allworth Financial LP | 250 | $6.18K | 0.00% | +144+135.8% | Added |
| Steward Partners Investment Advisory, LLC | 246 | $6.08K | 0.00% | −81−24.8% | Reduced |
| Hughes Financial Services, LLC | 204 | $5.47K | 0.00% | +187+1,100.0% | Added |
| Principal Securities, Inc. | 220 | $5.44K | 0.00% | −6,731−96.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 201 | $5.42K | 0.00% | +201 | New |
| Bare Financial Services, Inc | 213 | $5.26K | 0.00% | +159+294.4% | Added |
| Private Trust Co NA | 195 | $4.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 190 | $4.70K | 0.00% | +168+763.6% | Added |
| Rothschild Investment LLC | 180 | $4.45K | 0.00% | +35+24.1% | Added |
| Larson Financial Group LLC | 178 | $4.40K | 0.00% | +46+34.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 173 | $4.28K | 0.00% | +69+66.3% | Added |
| Optiver Holding B.V. | 156 | $3.85K | 0.00% | −247−61.3% | Reduced |
| Global Retirement Partners, LLC | 154 | $3.81K | 0.00% | +154 | New |
| MV Capital Management, Inc. | 127 | $3.14K | 0.00% | +124+4,133.3% | Added |
| Coastal Investment Advisors, Inc. | 122 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 118 | $2.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.60K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $2.42K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 84 | $2.08K | 0.00% | +68+425.0% | Added |
| Avion Wealth | 85 | $2.00K | 0.00% | +48+129.7% | Added |
| Parkside Financial Bank & Trust | 80 | $1.98K | 0.00% | −86−51.8% | Reduced |
| CVA Family Office, LLC | 78 | $1.93K | 0.00% | +78 | New |
| Farmers & Merchants Investments Inc | 75 | $1.85K | 0.00% | −5−6.3% | Reduced |
| Essential Partners LLC | 64 | $1.58K | 0.00% | +64 | New |
| AdvisorNet Financial, Inc | 58 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $1.26K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.24K | 0.00% | −291−85.3% | Reduced |
| South State Corp. | 48 | $1.19K | 0.00% | +30+166.7% | Added |
| True Wealth Design, LLC | 47 | $1.16K | 0.00% | +44+1,466.7% | Added |
| Assetmark, Inc | 44 | $1.09K | 0.00% | +44 | New |
| Bruce G. Allen Investments, LLC | 42 | $1.04K | 0.00% | +19+82.6% | Added |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | +25 | New |
| Archer Investment Corp | 40 | $988 | 0.00% | +20+100.0% | Added |
| Financial Network Wealth Advisors LLC | 37 | $923 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $915 | 0.00% | +37 | New |
| Vermillion Wealth Management, Inc. | 31 | $759 | 0.00% | +1+3.3% | Added |
| Quarry LP | 22 | $544 | 0.00% | −145−86.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 19 | $470 | 0.00% | +19 | New |
| Creative Financial Designs Inc | 15 | $371 | 0.00% | −26−63.4% | Reduced |
| SBI Securities Co., Ltd. | 11 | $272 | 0.00% | +11 | New |
| NewSquare Capital LLC | 7 | $173 | 0.00% | +7 | New |
| Private Wealth Asset Management, LLC | 5 | $124 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $124 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $124 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 3 | $75 | 0.00% | −50−94.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $74 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 1 | $24 | 0.00% | −1−50.0% | Reduced |
| Hemington Wealth Management | 14 | $0 | 0.00% | −62−81.6% | Reduced |
| 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 |