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, Q3 2025
Institutional positions in SM Energy Co as of Sep 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
- 383
- +16 vs. Q2 2025
- Shares held
- 117.2M
- +2.85M (+2.5%) vs. Q2 2025
- Total value
- $2.93B
- +$95.2M (+3.4%) vs. Q2 2025
- New holders
- 56
- 157 more added
- Sold out
- 40
- 123 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,375,368 | $508.8M | 0.01% | +472,988+2.4% | Added |
| Vanguard Group Inc | 13,857,207 | $346.0M | 0.01% | −986,196−6.6% | Reduced |
| State Street Corp | 6,150,065 | $153.6M | 0.01% | +413,627+7.2% | Added |
| Dimensional Fund Advisors LP | 5,921,769 | $147.9M | 0.03% | +30,951+0.5% | Added |
| American Century Companies Inc | 4,585,624 | $114.5M | 0.06% | +375,754+8.9% | Added |
| Westwood Holdings Group Inc. | 3,637,348 | $90.8M | 0.65% | −94,002−2.5% | Reduced |
| JPMorgan Chase & Co | 3,426,926 | $85.6M | 0.01% | +52,834+1.6% | Added |
| Macquarie Group Ltd | 3,166,912 | $79.1M | 0.09% | −266,989−7.8% | Reduced |
| Geode Capital Management, LLC | 2,664,960 | $66.6M | 0.00% | −45,146−1.7% | Reduced |
| Woodline Partners LP | 2,429,518 | $60.7M | 0.29% | +1,616,822+198.9% | Added |
| Invesco Ltd. | 2,323,065 | $58.0M | 0.01% | +33,751+1.5% | Added |
| Point72 Asset Management, L.P. | 1,797,920 | $44.9M | 0.10% | +1,797,920 | New |
| Bank of America Corp | 1,756,496 | $43.9M | 0.00% | +612,444+53.5% | Added |
| River Road Asset Management, LLC | 1,721,765 | $43.0M | 0.48% | −16,385−0.9% | Reduced |
| Goldman Sachs Group Inc | 1,369,305 | $34.2M | 0.00% | +632,086+85.7% | Added |
| Charles Schwab Investment Management Inc | 1,354,265 | $33.8M | 0.01% | +65,482+5.1% | Added |
| Morgan Stanley | 1,306,864 | $32.6M | 0.00% | −238,159−15.4% | Reduced |
| Northern Trust Corp | 1,304,306 | $32.6M | 0.00% | −10,824−0.8% | Reduced |
| Congress Asset Management Co | 1,212,775 | $30.3M | 0.20% | +201,704+19.9% | Added |
| Palisade Capital Management LLC | 1,159,841 | $29.0M | 0.79% | −22,049−1.9% | Reduced |
| Bank of New York Mellon Corp | 1,043,974 | $26.1M | 0.00% | −37,861−3.5% | Reduced |
| Balyasny Asset Management LLC | 1,026,445 | $25.6M | 0.05% | +7,485+0.7% | Added |
| First Trust Advisors LP | 949,398 | $23.7M | 0.02% | −362,022−27.6% | Reduced |
| Millennium Management LLC | 929,463 | $23.2M | 0.02% | −158,773−14.6% | Reduced |
| Fisher Asset Management, LLC | 896,332 | $22.4M | 0.01% | +35,031+4.1% | Added |
| Voloridge Investment Management, LLC | 881,222 | $22.0M | 0.07% | +64,152+7.9% | Added |
| Nuveen, LLC | 851,710 | $21.3M | 0.01% | −31,476−3.6% | Reduced |
| Frontier Capital Management Co LLC | 796,947 | $19.9M | 0.18% | +31,122+4.1% | Added |
| Arrowstreet Capital, Limited Partnership | 772,772 | $19.3M | 0.01% | −309,642−28.6% | Reduced |
| Jane Street Group, LLC | 654,748 | $16.3M | 0.02% | −109,114−14.3% | Reduced |
| Alyeska Investment Group, L.P. | 616,866 | $15.4M | 0.05% | +309,453+100.7% | Added |
| Victory Capital Management Inc | 606,816 | $15.2M | 0.01% | +22,607+3.9% | Added |
| SEI Investments Co | 593,856 | $14.8M | 0.02% | +46,918+8.6% | Added |
| Envestnet Asset Management Inc | 592,940 | $14.8M | 0.00% | +29,628+5.3% | Added |
| Tributary Capital Management, LLC | 592,881 | $14.8M | 1.34% | +92,237+18.4% | Added |
| Standard Life Aberdeen plc | 582,652 | $14.6M | 0.02% | +23,364+4.2% | Added |
| Kennedy Capital Management, Inc. | 574,107 | $14.3M | 0.32% | +237,537+70.6% | Added |
| Principal Financial Group Inc | 555,023 | $13.9M | 0.01% | −12,500−2.2% | Reduced |
| Ameriprise Financial Inc | 542,189 | $13.5M | 0.00% | +8,754+1.6% | Added |
| UBS Group AG | 541,622 | $13.5M | 0.00% | +221,406+69.1% | Added |
| Wedge Capital Management L L P | 530,025 | $13.2M | 0.22% | −93,592−15.0% | Reduced |
| New York State Common Retirement Fund | 514,960 | $12.9M | 0.02% | −3,200−0.6% | Reduced |
| Glenmede Investment Management, LP | 487,736 | $12.2M | 0.06% | −26,783−5.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 486,180 | $12.1M | 0.04% | +486,180 | New |
| Bridgewater Associates, LP | 482,150 | $12.0M | 0.05% | +133,116+38.1% | Added |
| Raymond James Financial Inc | 480,917 | $12.0M | 0.00% | −47,266−8.9% | Reduced |
| Panagora Asset Management Inc | 470,027 | $11.7M | 0.05% | +2,915+0.6% | Added |
| Public Sector Pension Investment Board | 448,436 | $11.2M | 0.04% | +10,902+2.5% | Added |
| LSV Asset Management | 444,300 | $11.1M | 0.02% | −12,800−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 419,260 | $10.5M | 0.01% | +336,111+404.2% | Added |
| First Eagle Investment Management, LLC | 415,868 | $10.4M | 0.02% | +135,565+48.4% | Added |
| Rhumbline Advisers | 389,307 | $9.72M | 0.01% | +2,017+0.5% | Added |
| Baird Financial Group, Inc. | 383,745 | $9.58M | 0.02% | −8,739−2.2% | Reduced |
| Verition Fund Management LLC | 380,166 | $9.49M | 0.05% | +42,954+12.7% | Added |
| Royce & Associates LP | 356,608 | $8.90M | 0.09% | +65,732+22.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 335,805 | $8.39M | 0.02% | −40,200−10.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 319,401 | $7.98M | 0.80% | +14,395+4.7% | Added |
| Legal & General Group Plc | 314,272 | $7.85M | 0.00% | −15,178−4.6% | Reduced |
| Prudential Financial Inc | 295,571 | $7.38M | 0.01% | +1,025+0.3% | Added |
| Citadel Advisors LLC | 287,825 | $7.19M | 0.01% | −1,152,379−80.0% | Reduced |
| Barclays PLC | 284,616 | $7.11M | 0.00% | +20,260+7.7% | Added |
| Wells Fargo & Company | 279,425 | $6.98M | 0.00% | +34,469+14.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 254,766 | $6.36M | 0.01% | +146,444+135.2% | Added |
| Denali Advisors LLC | 245,572 | $6.13M | 0.69% | −16,330−6.2% | Reduced |
| AQR Capital Management LLC | 243,651 | $6.08M | 0.00% | +71,090+41.2% | Added |
| Royal Bank of Canada | 235,706 | $5.88M | 0.00% | +133,234+130.0% | Added |
| Russell Investments Group, Ltd. | 226,088 | $5.65M | 0.01% | −76,712−25.3% | Reduced |
| Swiss National Bank | 221,800 | $5.54M | 0.00% | +3,200+1.5% | Added |
| Capital Fund Management S.A. | 219,834 | $5.49M | 0.05% | −64,784−22.8% | Reduced |
| Algert Global LLC | 214,936 | $5.37M | 0.09% | +26,478+14.0% | Added |
| CSM Advisors, LLC | 209,494 | $5.23M | 0.15% | +42,244+25.3% | Added |
| California Public Employees Retirement System | 204,863 | $5.12M | 0.00% | −376−0.2% | Reduced |
| Lighthouse Investment Partners, LLC | 184,993 | $4.62M | 0.17% | +184,993 | New |
| HITE Hedge Asset Management LLC | 167,523 | $4.18M | 0.23% | −100,500−37.5% | Reduced |
| Canada Pension Plan Investment Board | 167,100 | $4.17M | 0.00% | +63,100+60.7% | Added |
| Two Sigma Investments, LP | 164,864 | $4.12M | 0.01% | +90,001+120.2% | Added |
| Peregrine Capital Management LLC | 163,028 | $4.07M | 0.12% | −489−0.3% | Reduced |
| Rafferty Asset Management, LLC | 159,810 | $3.99M | 0.01% | +18,622+13.2% | Added |
| New York State Teachers Retirement System | 149,868 | $3.74M | 0.01% | −8,345−5.3% | Reduced |
| Edgestream Partners, L.P. | 147,769 | $3.69M | 0.11% | +9,794+7.1% | Added |
| UBS Asset Management Americas Inc | 147,532 | $3.68M | 0.00% | −136,547−48.1% | Reduced |
| Moody Aldrich Partners LLC | 147,144 | $3.67M | 0.70% | −29,901−16.9% | Reduced |
| Citigroup Inc | 143,652 | $3.59M | 0.00% | −23,660−14.1% | Reduced |
| Alliancebernstein L.P. | 142,905 | $3.57M | 0.00% | +50.0% | Added |
| Segall Bryant & Hamill, LLC | 141,809 | $3.54M | 0.05% | +22,367+18.7% | Added |
| Caxton Associates LLP | 136,524 | $3.41M | 0.09% | −83,374−37.9% | Reduced |
| Evoke Wealth, LLC | 133,380 | $3.33M | 0.07% | −22,920−14.7% | Reduced |
| Caption Management, LLC | 129,389 | $3.23M | 0.19% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 126,485 | $3.16M | 0.00% | +124,601+6,613.6% | Added |
| CoreCommodity Management, LLC | 124,262 | $3.10M | 0.57% | +6,999+6.0% | Added |
| Dark Forest Capital Management LP | 123,388 | $3.08M | 0.12% | +64,068+108.0% | Added |
| Holocene Advisors, LP | 122,855 | $3.07M | 0.01% | −48,481−28.3% | Reduced |
| Creative Planning | 118,676 | $2.96M | 0.00% | +36,686+44.7% | Added |
| Comerica Bank | 117,524 | $2.93M | 0.01% | −6,884−5.5% | Reduced |
| Qsemble Capital Management, LP | 112,235 | $2.80M | 0.27% | +112,235 | New |
| Price T Rowe Associates Inc | 110,719 | $2.77M | 0.00% | +4,179+3.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 110,290 | $2.75M | 0.01% | −306,884−73.6% | Reduced |
| California State Teachers Retirement System | 110,004 | $2.75M | 0.00% | +4,249+4.0% | Added |
| PDT Partners, LLC | 109,603 | $2.74M | 0.17% | −112−0.1% | Reduced |
| Insight Wealth Strategies, LLC | 108,074 | $2.70M | 0.32% | +693+0.6% | Added |