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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 19 | $0 | 0.00% | +5+35.7% | Added |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 2 | $49 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 2 | $50 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $50 | 0.00% | −1−33.3% | Reduced |
| Evermay Wealth Management LLC | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $225 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 13 | $325 | 0.00% | +2+18.2% | Added |
| Creative Financial Designs Inc | 15 | $375 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $442 | 0.00% | −180−88.2% | Reduced |
| North Star Investment Management Corp. | 20 | $499 | 0.00% | +20 | New |
| Retirement Wealth Solutions LLC | 21 | $525 | 0.00% | +21 | New |
| Westfuller Advisors, LLC | 25 | $627 | 0.00% | +25 | New |
| Montag A & Associates Inc | 26 | $650 | 0.00% | +26 | New |
| Vermillion Wealth Management, Inc. | 31 | $773 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 34 | $849 | 0.00% | +34 | New |
| Financial Network Wealth Advisors LLC | 35 | $865 | 0.00% | −2−5.4% | Reduced |
| Atlantic Trust, LLC | 37 | $924 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $999 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $1.00K | 0.00% | −20−23.5% | Reduced |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $1.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 45 | $1.12K | 0.00% | +1+2.3% | Added |
| South State Corp. | 48 | $1.20K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $1.32K | 0.00% | +53 | New |
| Quent Capital, LLC | 55 | $1.38K | 0.00% | +55 | New |
| AdvisorNet Financial, Inc | 58 | $1.45K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 64 | $1.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $1.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $1.95K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $2.00K | 0.00% | +33+70.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $2.45K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 103 | $2.57K | 0.00% | +19+22.6% | Added |
| T. Rowe Price Investment Management, Inc. | 103 | $3.00K | 0.00% | +103 | New |
| Coastal Investment Advisors, Inc. | 122 | $3.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 127 | $3.17K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 145 | $3.62K | 0.00% | +145 | New |
| SJS Investment Consulting Inc. | 146 | $3.65K | 0.00% | +146 | New |
| Bare Financial Services, Inc | 170 | $4.24K | 0.00% | −43−20.2% | Reduced |
| Rothschild Investment LLC | 170 | $4.25K | 0.00% | −10−5.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 173 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $4.52K | 0.00% | −267−59.6% | Reduced |
| Private Wealth Management Group, LLC | 190 | $4.75K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 201 | $5.02K | 0.00% | −97−32.6% | Reduced |
| Larson Financial Group LLC | 205 | $5.12K | 0.00% | +27+15.2% | Added |
| Strategic Advocates LLC | 211 | $5.27K | 0.00% | +211 | New |
| Crewe Advisors LLC | 217 | $5.42K | 0.00% | +217 | New |
| Steward Partners Investment Advisory, LLC | 218 | $5.44K | 0.00% | −28−11.4% | Reduced |
| Simplex Trading, LLC | 267 | $6.00K | 0.00% | +267 | New |
| Principal Securities, Inc. | 248 | $6.19K | 0.00% | +28+12.7% | Added |
| Quarry LP | 274 | $6.84K | 0.00% | +252+1,145.5% | Added |
| CX Institutional | 275 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 318 | $7.94K | 0.00% | +68+27.2% | Added |
| Fortitude Family Office, LLC | 327 | $8.16K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 363 | $9.06K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 367 | $9.49K | 0.00% | +367 | New |
| Optiver Holding B.V. | 423 | $10.6K | 0.00% | +267+171.2% | Added |
| Huntington National Bank | 449 | $11.2K | 0.00% | −8−1.8% | Reduced |
| Rise Advisors, LLC | 461 | $11.5K | 0.00% | +41+9.8% | Added |
| UMA Financial Services, Inc. | 474 | $11.8K | 0.00% | +182+62.3% | Added |
| Private Trust Co NA | 503 | $12.6K | 0.00% | +308+157.9% | Added |
| NBC Securities, Inc. | 517 | $12.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 657 | $16.4K | 0.01% | −2,214−77.1% | Reduced |
| Federated Hermes, Inc. | 670 | $16.7K | 0.00% | +209+45.3% | Added |
| Northwestern Mutual Wealth Management Co | 701 | $17.5K | 0.00% | +70+11.1% | Added |
| SRS Capital Advisors, Inc. | 752 | $18.8K | 0.00% | +417+124.5% | Added |
| Global Wealth Strategies & Associates | 787 | $19.6K | 0.01% | +7+0.9% | Added |
| STRS Ohio | 800 | $20.0K | 0.00% | −18,600−95.9% | Reduced |
| Global Retirement Partners, LLC | 851 | $21.2K | 0.00% | +697+452.6% | Added |
| EverSource Wealth Advisors, LLC | 877 | $21.9K | 0.00% | −551−38.6% | Reduced |
| Umb Bank N A | 944 | $23.6K | 0.00% | +164+21.0% | Added |
| Fifth Third Bancorp | 1,015 | $25.3K | 0.00% | +68+7.2% | Added |
| Ci Investments Inc. | 1,057 | $26.0K | 0.00% | −517−32.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,066 | $26.6K | 0.01% | −11,518−91.5% | Reduced |
| Leonteq Securities AG | 1,139 | $28.4K | 0.00% | +279+32.4% | Added |
| Parallel Advisors, LLC | 1,178 | $29.4K | 0.00% | +81+7.4% | Added |
| First Horizon Corp | 1,182 | $29.5K | 0.00% | +1,182 | New |
| Johnson Financial Group, Inc. | 1,245 | $31.1K | 0.00% | +1,245 | New |
| Farther Finance Advisors, LLC | 1,262 | $31.5K | 0.00% | +272+27.5% | Added |
| Jones Financial Companies LLLP | 1,200 | $33.1K | 0.00% | +912+316.7% | Added |
| Bartlett & Co. Wealth Management LLC | 1,400 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,429 | $35.7K | 0.00% | +1,429 | New |
| Hantz Financial Services, Inc. | 1,430 | $36.0K | 0.00% | +984+220.6% | Added |
| Nomura Asset Management Co Ltd | 1,560 | $39.0K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 1,626 | $40.6K | 0.00% | +1,626 | New |
| Byrne Asset Management LLC | 1,725 | $43.1K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,739 | $43.4K | 0.00% | +1,739 | New |
| Versant Capital Management, Inc | 1,776 | $44.3K | 0.01% | +1,186+201.0% | Added |
| Massmutual Trust Co FSB | 1,936 | $48.3K | 0.00% | +49+2.6% | Added |
| Harbor Capital Advisors, Inc. | 2,010 | $50.0K | 0.00% | +535+36.3% | Added |
| Smartleaf Asset Management LLC | 2,034 | $52.6K | 0.00% | +169+9.1% | Added |
| State of Wyoming | 2,249 | $56.2K | 0.01% | +2,249 | New |
| Shell Asset Management Co | 2,417 | $60.0K | 0.01% | −3,486−59.1% | Reduced |
| Quest Partners LLC | 2,493 | $62.3K | 0.00% | −8,612−77.6% | Reduced |