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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3,056 | $76.3K | 0.00% | −62−2.0% | Reduced |
| Advisory Services Network, LLC | 3,208 | $80.1K | 0.00% | +3,208 | New |
| GWM Advisors LLC | 3,299 | $82.4K | 0.00% | +23+0.7% | Added |
| Legacy Wealth Managment, LLC | 3,425 | $85.5K | 0.04% | +125+3.8% | Added |
| Quadrant Capital Group LLC | 3,740 | $93.4K | 0.00% | +3,740 | New |
| KBC Group NV | 3,790 | $95.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,838 | $95.8K | 0.00% | −62−1.6% | Reduced |
| Cetera Trust Company, N.A | 4,060 | $101.4K | 0.06% | 00.0% | Unchanged |
| EMC Capital Management | 4,114 | $103.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,180 | $104.4K | 0.00% | −5,318−56.0% | Reduced |
| Bessemer Group Inc | 5,121 | $128.0K | 0.00% | +4,269+501.1% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $147.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 5,945 | $148.4K | 0.00% | +278+4.9% | Added |
| Covestor Ltd | 6,106 | $152.0K | 0.08% | +1,969+47.6% | Added |
| Oakworth Capital, Inc. | 6,188 | $154.5K | 0.01% | −220−3.4% | Reduced |
| CWM, LLC | 6,248 | $156.0K | 0.00% | +220+3.6% | Added |
| GAMMA Investing LLC | 6,865 | $171.4K | 0.01% | +894+15.0% | Added |
| Acadian Asset Management LLC | 7,236 | $180.0K | 0.00% | +7,236 | New |
| Sterling Capital Management LLC | 7,906 | $197.4K | 0.00% | +4,823+156.4% | Added |
| Lee Financial Co | 8,023 | $200.3K | 0.03% | +8,023 | New |
| Intrust Bank NA | 8,175 | $204.1K | 0.02% | +8,175 | New |
| Everence Capital Management Inc | 8,290 | $207.0K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 8,377 | $209.2K | 0.01% | −4,649−35.7% | Reduced |
| Heritage Family Offices, LLP | 8,419 | $210.2K | 0.10% | +8,419 | New |
| Stonehearth Capital Management, LLC | 8,465 | $211.4K | 0.08% | +218+2.6% | Added |
| Neuberger Berman Group LLC | 8,586 | $214.4K | 0.00% | +463+5.7% | Added |
| Two Sigma Securities, LLC | 8,630 | $215.5K | 0.03% | +8,630 | New |
| Vise Technologies, Inc. | 8,717 | $217.7K | 0.01% | +115+1.3% | Added |
| Xponance, Inc. | 8,913 | $222.6K | 0.00% | +61+0.7% | Added |
| ZWJ Investment Counsel Inc | 9,047 | $225.9K | 0.01% | −137−1.5% | Reduced |
| Evergreen Capital Management LLC | 9,097 | $227.2K | 0.01% | +9,097 | New |
| Kestra Advisory Services, LLC | 9,486 | $236.9K | 0.00% | −1,343−12.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,540 | $238.2K | 0.01% | −2,035−17.6% | Reduced |
| Arete Wealth Advisors, LLC | 9,660 | $241.0K | 0.02% | +9,660 | New |
| Range Financial Group LLC | 9,660 | $241.2K | 0.09% | −2,290−19.2% | Reduced |
| Sequoia Financial Advisors, LLC | 9,686 | $241.9K | 0.00% | +9,686 | New |
| Bridgefront Capital, LLC | 9,824 | $245.3K | 0.07% | +9,824 | New |
| Janney Montgomery Scott LLC | 9,857 | $246.0K | 0.00% | +694+7.6% | Added |
| Gibbs Wealth Management | 10,262 | $256.2K | 0.06% | −1,800−14.9% | Reduced |
| Gotham Asset Management, LLC | 10,281 | $256.7K | 0.00% | +258+2.6% | Added |
| Twinbeech Capital LP | 10,375 | $259.1K | 0.01% | −46,573−81.8% | Reduced |
| Sanctuary Advisors, LLC | 10,401 | $259.7K | 0.00% | −2,534−19.6% | Reduced |
| Trust Point Inc. | 10,469 | $261.4K | 0.02% | +10,469 | New |
| Renaissance Technologies LLC | 10,500 | $262.2K | 0.00% | −198,400−95.0% | Reduced |
| State of Wisconsin Investment Board | 10,915 | $272.5K | 0.00% | −14,600−57.2% | Reduced |
| Virtu Financial LLC | 10,946 | $273.0K | 0.02% | +10,946 | New |
| Texas Yale Capital Corp. | 11,169 | $278.9K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 11,365 | $283.8K | 0.02% | +11,365 | New |
| Bailard, Inc. | 11,624 | $290.3K | 0.01% | +24+0.2% | Added |
| Capital Counsel LLC | 11,905 | $297.3K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 11,959 | $299.0K | 0.02% | −2,089−14.9% | Reduced |
| CIBC Bancorp USA Inc. | 12,172 | $303.9K | 0.00% | +12,172 | New |
| Aristeia Capital LLC | 12,222 | $305.2K | 0.01% | +12,222 | New |
| First National Advisers, LLC | 12,604 | $314.7K | 0.04% | +578+4.8% | Added |
| Fieldview Capital Management, LLC | 12,711 | $317.4K | 0.05% | +12,711 | New |
| Blair William & Co | 12,757 | $318.6K | 0.00% | +11+0.1% | Added |
| Mutual of America Capital Management LLC | 12,877 | $321.5K | 0.00% | −1,827−12.4% | Reduced |
| Graham Capital Management, L.P. | 12,982 | $324.2K | 0.01% | +12,982 | New |
| MML Investors Services, LLC | 13,022 | $325.2K | 0.00% | +982+8.2% | Added |
| Gryphon Financial Partners LLC | 13,030 | $325.3K | 0.04% | +13,030 | New |
| Pitcairn Co | 13,562 | $338.6K | 0.03% | −1,203−8.1% | Reduced |
| HighTower Advisors, LLC | 13,743 | $343.2K | 0.00% | +703+5.4% | Added |
| Public Employees Retirement Association of Colorado | 13,824 | $345.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,046 | $375.7K | 0.03% | +46+0.3% | Added |
| Atria Investments LLC | 15,403 | $384.6K | 0.00% | −69−0.4% | Reduced |
| Sippican Capital Advisors | 15,742 | $393.1K | 0.26% | +10.0% | Added |
| Concentric Capital Strategies, LP | 16,403 | $409.6K | 0.02% | +16,403 | New |
| Maryland State Retirement & Pension System | 16,526 | $412.7K | 0.01% | −17,113−50.9% | Reduced |
| IFP Advisors, Inc | 17,131 | $427.8K | 0.01% | −1,086−6.0% | Reduced |
| Prelude Capital Management, LLC | 17,469 | $436.2K | 0.03% | +17,469 | New |
| The PNC Financial Services Group, Inc. | 17,653 | $440.8K | 0.00% | +526+3.1% | Added |
| GTS Securities LLC | 18,365 | $458.6K | 0.02% | +6,659+56.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 18,514 | $462.3K | 0.07% | +18,514 | New |
| Pictet Asset Management Holding SA | 18,828 | $470.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18,957 | $473.4K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 19,042 | $475.5K | 0.10% | +5,455+40.1% | Added |
| Wolverine Asset Management LLC | 19,187 | $479.1K | 0.01% | +13,165+218.6% | Added |
| CI Private Wealth, LLC | 19,254 | $480.8K | 0.00% | −1,912−9.0% | Reduced |
| Freestone Grove Partners LP | 19,454 | $485.8K | 0.00% | −498,692−96.2% | Reduced |
| Walleye Trading LLC | 19,734 | $492.8K | 0.01% | +11,156+130.1% | Added |
| Inspire Advisors, LLC | 19,766 | $493.6K | 0.05% | −2,563−11.5% | Reduced |
| Ensign Peak Advisors, Inc | 20,071 | $501.2K | 0.00% | −14,000−41.1% | Reduced |
| Boothbay Fund Management, LLC | 20,470 | $511.1K | 0.01% | +20,470 | New |
| RSM US Wealth Management LLC | 20,860 | $520.9K | 0.01% | −132−0.6% | Reduced |
| Stifel Financial Corp | 20,876 | $521.2K | 0.00% | +2,334+12.6% | Added |
| Henshaw Capital LLC | 21,426 | $535.0K | 0.02% | +2,089+10.8% | Added |
| ProShare Advisors LLC | 21,524 | $537.5K | 0.00% | −3,968−15.6% | Reduced |
| CWM Advisors, LLC | 21,994 | $549.2K | 0.05% | +2,960+15.6% | Added |
| Two Sigma Advisers, LP | 22,100 | $551.8K | 0.00% | −8,400−27.5% | Reduced |
| Mariner, LLC | 22,299 | $556.8K | 0.00% | −3,964−15.1% | Reduced |
| Cetera Investment Advisers | 22,380 | $558.9K | 0.00% | +5,754+34.6% | Added |
| Wolverine Trading, LLC | 22,189 | $574.3K | 0.01% | +9,027+68.6% | Added |
| Bank of Montreal | 24,213 | $604.6K | 0.00% | −10,395−30.0% | Reduced |
| FMR LLC | 24,686 | $616.4K | 0.00% | +3,194+14.9% | Added |
| Point72 (DIFC) Ltd | 24,779 | $618.7K | 0.04% | +24,779 | New |
| Oregon Public Employees Retirement Fund | 25,851 | $645.5K | 0.01% | −200−0.8% | Reduced |
| Vestcor Inc | 25,955 | $648.0K | 0.02% | +14,642+129.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,219 | $654.7K | 0.00% | −4,611−15.0% | Reduced |
| Horizon Investments, LLC | 26,889 | $665.2K | 0.01% | +26,889 | New |
| State of Tennessee, Treasury Department | 27,699 | $691.6K | 0.00% | −8,156−22.7% | Reduced |