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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 27,851 | $695.5K | 0.00% | +7,052+33.9% | Added |
| State Board of Administration of Florida Retirement System | 28,377 | $708.6K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 28,604 | $714.0K | 0.06% | −19,987−41.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,276 | $731.0K | 0.00% | −111−0.4% | Reduced |
| CBOE Vest Financial, LLC | 29,422 | $734.7K | 0.01% | −17,631−37.5% | Reduced |
| TCI Wealth Advisors, Inc. | 29,459 | $735.6K | 0.04% | −9,346−24.1% | Reduced |
| GF Fund Management Co. Ltd. | 31,049 | $775.3K | 0.01% | −4,126−11.7% | Reduced |
| BNP Paribas Arbitrage, SA | 31,063 | $775.6K | 0.00% | +18,992+157.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 31,591 | $788.8K | 0.01% | +5,761+22.3% | Added |
| Teachers Retirement System of the State of Kentucky | 32,914 | $822.0K | 0.01% | −3,958−10.7% | Reduced |
| Diversified Trust Co | 33,089 | $826.2K | 0.02% | +3,880+13.3% | Added |
| Amalgamated Bank | 33,311 | $832.0K | 0.01% | +723+2.2% | Added |
| Arizona State Retirement System | 33,870 | $845.7K | 0.00% | +465+1.4% | Added |
| Diversify Advisory Services, LLC | 44,507 | $861.2K | 0.03% | −83−0.2% | Reduced |
| Waldron Private Wealth LLC | 35,503 | $886.5K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 36,252 | $905.2K | 0.05% | −3,327−8.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,490 | $911.2K | 0.01% | +36,490 | New |
| Squarepoint Ops LLC | 37,873 | $945.7K | 0.00% | −208,856−84.6% | Reduced |
| Miller Howard Investments Inc | 38,092 | $951.2K | 0.03% | −4,614−10.8% | Reduced |
| Yousif Capital Management, LLC | 38,426 | $959.5K | 0.01% | −7,042−15.5% | Reduced |
| SG Americas Securities, LLC | 39,594 | $989.0K | 0.00% | +20,674+109.3% | Added |
| Empowered Funds, LLC | 40,319 | $1.01M | 0.01% | −1,602−3.8% | Reduced |
| Dana Investment Advisors, Inc. | 40,690 | $1.02M | 0.03% | +2,865+7.6% | Added |
| Aventail Capital Group, LP | 41,650 | $1.04M | 0.05% | −125,854−75.1% | Reduced |
| Jump Financial, LLC | 41,735 | $1.04M | 0.01% | −5,065−10.8% | Reduced |
| KLP Kapitalforvaltning AS | 41,900 | $1.05M | 0.00% | +5,900+16.4% | Added |
| Susquehanna International Group, LLP | 42,050 | $1.05M | 0.00% | −104,248−71.3% | Reduced |
| Cerity Partners LLC | 42,283 | $1.06M | 0.00% | +2,905+7.4% | Added |
| Exchange Traded Concepts, LLC | 42,710 | $1.07M | 0.01% | +3,353+8.5% | Added |
| Meeder Asset Management Inc | 44,701 | $1.12M | 0.06% | +650+1.5% | Added |
| Janus Henderson Group PLC | 45,362 | $1.13M | 0.00% | +752+1.7% | Added |
| Toroso Investments, LLC | 45,529 | $1.14M | 0.00% | +2,950+6.9% | Added |
| Summit Global Investments | 45,928 | $1.15M | 0.07% | −1,553−3.3% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.15M | 0.13% | 00.0% | Unchanged |
| JustInvest LLC | 47,254 | $1.18M | 0.01% | +2,599+5.8% | Added |
| Cresset Asset Management, LLC | 47,550 | $1.19M | 0.01% | +1,237+2.7% | Added |
| Dynamic Technology Lab Private Ltd | 47,650 | $1.19M | 0.20% | +47,650 | New |
| US Bancorp | 48,942 | $1.22M | 0.00% | +720+1.5% | Added |
| Brevan Howard Capital Management LP | 48,995 | $1.22M | 0.02% | +4,082+9.1% | Added |
| Winton Group Ltd | 49,435 | $1.23M | 0.05% | +12,469+33.7% | Added |
| Highbridge Capital Management LLC | 50,000 | $1.25M | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 52,800 | $1.32M | 0.02% | −700−1.3% | Reduced |
| Magnetar Financial LLC | 53,015 | $1.32M | 0.01% | +53,015 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 53,046 | $1.32M | 0.00% | −9,538−15.2% | Reduced |
| Intech Investment Management LLC | 53,099 | $1.33M | 0.01% | −50,194−48.6% | Reduced |
| Connors Investor Services Inc | 53,952 | $1.35M | 0.11% | −1,607−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 55,443 | $1.38M | 0.00% | −6,508−10.5% | Reduced |
| Teacher Retirement System of Texas | 55,810 | $1.39M | 0.01% | −4,040−6.8% | Reduced |
| Ironwood Investment Management LLC | 56,490 | $1.41M | 0.62% | +22,300+65.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 58,449 | $1.46M | 0.00% | −1,198−2.0% | Reduced |
| State of Alaska, Department of Revenue | 61,912 | $1.54M | 0.02% | −6,223−9.1% | Reduced |
| Illinois Municipal Retirement Fund | 62,531 | $1.56M | 0.02% | +8,771+16.3% | Added |
| Natixis Advisors, L.P. | 62,807 | $1.57M | 0.00% | +10,419+19.9% | Added |
| Energy Income Partners, LLC | 63,103 | $1.58M | 0.03% | +23,038+57.5% | Added |
| 1492 Capital Management LLC | 64,220 | $1.60M | 0.65% | −197−0.3% | Reduced |
| MetLife Investment Management | 67,826 | $1.69M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 68,997 | $1.72M | 0.00% | −1,396−2.0% | Reduced |
| Franklin Resources Inc | 69,318 | $1.73M | 0.00% | −2,134−3.0% | Reduced |
| First National Bank of Omaha | 69,935 | $1.75M | 0.11% | +2,623+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 70,821 | $1.77M | 0.04% | −7,865−10.0% | Reduced |
| Pathstone Holdings, LLC | 71,599 | $1.79M | 0.01% | +14,648+25.7% | Added |
| Aquatic Capital Management LLC | 73,194 | $1.83M | 0.03% | +73,194 | New |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.86M | 0.72% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 74,613 | $1.86M | 0.16% | +705+1.0% | Added |
| Engineers Gate Manager LP | 74,673 | $1.86M | 0.02% | +6,518+9.6% | Added |
| Marshall Wace, LLP | 76,161 | $1.90M | 0.00% | +53,165+231.2% | Added |
| ExodusPoint Capital Management, LP | 77,016 | $1.92M | 0.03% | +77,016 | New |
| Massachusetts Financial Services Co | 78,894 | $1.97M | 0.00% | +5,188+7.0% | Added |
| Collar Capital Management, LLC | 81,347 | $2.03M | 1.43% | +3,166+4.0% | Added |
| State of New Jersey Common Pension Fund D | 82,063 | $2.05M | 0.01% | +810+1.0% | Added |
| Voya Investment Management LLC | 82,260 | $2.05M | 0.00% | −14,609−15.1% | Reduced |
| HSBC Holdings PLC | 82,534 | $2.07M | 0.00% | +21,071+34.3% | Added |
| Mercer Global Advisors Inc | 83,452 | $2.08M | 0.00% | +2,553+3.2% | Added |
| Man Group plc | 88,546 | $2.21M | 0.00% | +19,800+28.8% | Added |
| Nisa Investment Advisors, LLC | 90,120 | $2.25M | 0.01% | +3,822+4.4% | Added |
| Thrivent Financial for Lutherans | 90,621 | $2.26M | 0.00% | −17,511−16.2% | Reduced |
| Adams Wealth Management | 95,079 | $2.37M | 0.51% | −20,434−17.7% | Reduced |
| NFJ Investment Group, LLC | 101,192 | $2.53M | 0.09% | −11,154−9.9% | Reduced |
| CacheTech Inc. | 103,676 | $2.59M | 0.52% | −11,837−10.2% | Reduced |
| Great West Life Assurance Co | 101,932 | $2.64M | 0.00% | +880+0.9% | Added |
| Deutsche Bank AG | 106,557 | $2.66M | 0.00% | +9,641+9.9% | Added |
| Public Employees Retirement System of Ohio | 107,097 | $2.67M | 0.01% | +13,269+14.1% | Added |
| Boston Partners | 107,820 | $2.69M | 0.00% | +16,004+17.4% | Added |
| Insight Wealth Strategies, LLC | 108,074 | $2.70M | 0.32% | +693+0.6% | Added |
| PDT Partners, LLC | 109,603 | $2.74M | 0.17% | −112−0.1% | Reduced |
| California State Teachers Retirement System | 110,004 | $2.75M | 0.00% | +4,249+4.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 110,290 | $2.75M | 0.01% | −306,884−73.6% | Reduced |
| Price T Rowe Associates Inc | 110,719 | $2.77M | 0.00% | +4,179+3.9% | Added |
| Qsemble Capital Management, LP | 112,235 | $2.80M | 0.27% | +112,235 | New |
| Comerica Bank | 117,524 | $2.93M | 0.01% | −6,884−5.5% | Reduced |
| Creative Planning | 118,676 | $2.96M | 0.00% | +36,686+44.7% | Added |
| Holocene Advisors, LP | 122,855 | $3.07M | 0.01% | −48,481−28.3% | Reduced |
| Dark Forest Capital Management LP | 123,388 | $3.08M | 0.12% | +64,068+108.0% | Added |
| CoreCommodity Management, LLC | 124,262 | $3.10M | 0.57% | +6,999+6.0% | Added |
| Advisor Group Holdings, Inc. | 126,485 | $3.16M | 0.00% | +124,601+6,613.6% | Added |
| Caption Management, LLC | 129,389 | $3.23M | 0.19% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 133,380 | $3.33M | 0.07% | −22,920−14.7% | Reduced |
| Caxton Associates LLP | 136,524 | $3.41M | 0.09% | −83,374−37.9% | Reduced |
| Segall Bryant & Hamill, LLC | 141,809 | $3.54M | 0.05% | +22,367+18.7% | Added |
| Alliancebernstein L.P. | 142,905 | $3.57M | 0.00% | +50.0% | Added |