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 |
|---|---|---|---|---|---|
| Citigroup Inc | 143,652 | $3.59M | 0.00% | −23,660−14.1% | Reduced |
| Moody Aldrich Partners LLC | 147,144 | $3.67M | 0.70% | −29,901−16.9% | Reduced |
| UBS Asset Management Americas Inc | 147,532 | $3.68M | 0.00% | −136,547−48.1% | Reduced |
| Edgestream Partners, L.P. | 147,769 | $3.69M | 0.11% | +9,794+7.1% | Added |
| New York State Teachers Retirement System | 149,868 | $3.74M | 0.01% | −8,345−5.3% | Reduced |
| Rafferty Asset Management, LLC | 159,810 | $3.99M | 0.01% | +18,622+13.2% | Added |
| Peregrine Capital Management LLC | 163,028 | $4.07M | 0.12% | −489−0.3% | Reduced |
| Two Sigma Investments, LP | 164,864 | $4.12M | 0.01% | +90,001+120.2% | Added |
| Canada Pension Plan Investment Board | 167,100 | $4.17M | 0.00% | +63,100+60.7% | Added |
| HITE Hedge Asset Management LLC | 167,523 | $4.18M | 0.23% | −100,500−37.5% | Reduced |
| Lighthouse Investment Partners, LLC | 184,993 | $4.62M | 0.17% | +184,993 | New |
| California Public Employees Retirement System | 204,863 | $5.12M | 0.00% | −376−0.2% | Reduced |
| CSM Advisors, LLC | 209,494 | $5.23M | 0.15% | +42,244+25.3% | Added |
| Algert Global LLC | 214,936 | $5.37M | 0.09% | +26,478+14.0% | Added |
| Capital Fund Management S.A. | 219,834 | $5.49M | 0.05% | −64,784−22.8% | Reduced |
| Swiss National Bank | 221,800 | $5.54M | 0.00% | +3,200+1.5% | Added |
| Russell Investments Group, Ltd. | 226,088 | $5.65M | 0.01% | −76,712−25.3% | Reduced |
| Royal Bank of Canada | 235,706 | $5.88M | 0.00% | +133,234+130.0% | Added |
| AQR Capital Management LLC | 243,651 | $6.08M | 0.00% | +71,090+41.2% | Added |
| Denali Advisors LLC | 245,572 | $6.13M | 0.69% | −16,330−6.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 254,766 | $6.36M | 0.01% | +146,444+135.2% | Added |
| Wells Fargo & Company | 279,425 | $6.98M | 0.00% | +34,469+14.1% | Added |
| Barclays PLC | 284,616 | $7.11M | 0.00% | +20,260+7.7% | Added |
| Citadel Advisors LLC | 287,825 | $7.19M | 0.01% | −1,152,379−80.0% | Reduced |
| Prudential Financial Inc | 295,571 | $7.38M | 0.01% | +1,025+0.3% | Added |
| Legal & General Group Plc | 314,272 | $7.85M | 0.00% | −15,178−4.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 319,401 | $7.98M | 0.80% | +14,395+4.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 335,805 | $8.39M | 0.02% | −40,200−10.7% | Reduced |
| Royce & Associates LP | 356,608 | $8.90M | 0.09% | +65,732+22.6% | Added |
| Verition Fund Management LLC | 380,166 | $9.49M | 0.05% | +42,954+12.7% | Added |
| Baird Financial Group, Inc. | 383,745 | $9.58M | 0.02% | −8,739−2.2% | Reduced |
| Rhumbline Advisers | 389,307 | $9.72M | 0.01% | +2,017+0.5% | Added |
| First Eagle Investment Management, LLC | 415,868 | $10.4M | 0.02% | +135,565+48.4% | Added |
| D. E. Shaw & Co., Inc. | 419,260 | $10.5M | 0.01% | +336,111+404.2% | Added |
| LSV Asset Management | 444,300 | $11.1M | 0.02% | −12,800−2.8% | Reduced |
| Public Sector Pension Investment Board | 448,436 | $11.2M | 0.04% | +10,902+2.5% | Added |
| Panagora Asset Management Inc | 470,027 | $11.7M | 0.05% | +2,915+0.6% | Added |
| Raymond James Financial Inc | 480,917 | $12.0M | 0.00% | −47,266−8.9% | Reduced |
| Bridgewater Associates, LP | 482,150 | $12.0M | 0.05% | +133,116+38.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 486,180 | $12.1M | 0.04% | +486,180 | New |
| Glenmede Investment Management, LP | 487,736 | $12.2M | 0.06% | −26,783−5.2% | Reduced |
| New York State Common Retirement Fund | 514,960 | $12.9M | 0.02% | −3,200−0.6% | Reduced |
| Wedge Capital Management L L P | 530,025 | $13.2M | 0.22% | −93,592−15.0% | Reduced |
| UBS Group AG | 541,622 | $13.5M | 0.00% | +221,406+69.1% | Added |
| Ameriprise Financial Inc | 542,189 | $13.5M | 0.00% | +8,754+1.6% | Added |
| Principal Financial Group Inc | 555,023 | $13.9M | 0.01% | −12,500−2.2% | Reduced |
| Kennedy Capital Management, Inc. | 574,107 | $14.3M | 0.32% | +237,537+70.6% | Added |
| Standard Life Aberdeen plc | 582,652 | $14.6M | 0.02% | +23,364+4.2% | Added |
| Tributary Capital Management, LLC | 592,881 | $14.8M | 1.34% | +92,237+18.4% | Added |
| Envestnet Asset Management Inc | 592,940 | $14.8M | 0.00% | +29,628+5.3% | Added |
| SEI Investments Co | 593,856 | $14.8M | 0.02% | +46,918+8.6% | Added |
| Victory Capital Management Inc | 606,816 | $15.2M | 0.01% | +22,607+3.9% | Added |
| Alyeska Investment Group, L.P. | 616,866 | $15.4M | 0.05% | +309,453+100.7% | Added |
| Jane Street Group, LLC | 654,748 | $16.3M | 0.02% | −109,114−14.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 772,772 | $19.3M | 0.01% | −309,642−28.6% | Reduced |
| Frontier Capital Management Co LLC | 796,947 | $19.9M | 0.18% | +31,122+4.1% | Added |
| Nuveen, LLC | 851,710 | $21.3M | 0.01% | −31,476−3.6% | Reduced |
| Voloridge Investment Management, LLC | 881,222 | $22.0M | 0.07% | +64,152+7.9% | Added |
| Fisher Asset Management, LLC | 896,332 | $22.4M | 0.01% | +35,031+4.1% | Added |
| Millennium Management LLC | 929,463 | $23.2M | 0.02% | −158,773−14.6% | Reduced |
| First Trust Advisors LP | 949,398 | $23.7M | 0.02% | −362,022−27.6% | Reduced |
| Balyasny Asset Management LLC | 1,026,445 | $25.6M | 0.05% | +7,485+0.7% | Added |
| Bank of New York Mellon Corp | 1,043,974 | $26.1M | 0.00% | −37,861−3.5% | Reduced |
| Palisade Capital Management LLC | 1,159,841 | $29.0M | 0.79% | −22,049−1.9% | Reduced |
| Congress Asset Management Co | 1,212,775 | $30.3M | 0.20% | +201,704+19.9% | Added |
| Northern Trust Corp | 1,304,306 | $32.6M | 0.00% | −10,824−0.8% | Reduced |
| Morgan Stanley | 1,306,864 | $32.6M | 0.00% | −238,159−15.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,354,265 | $33.8M | 0.01% | +65,482+5.1% | Added |
| Goldman Sachs Group Inc | 1,369,305 | $34.2M | 0.00% | +632,086+85.7% | Added |
| River Road Asset Management, LLC | 1,721,765 | $43.0M | 0.48% | −16,385−0.9% | Reduced |
| Bank of America Corp | 1,756,496 | $43.9M | 0.00% | +612,444+53.5% | Added |
| Point72 Asset Management, L.P. | 1,797,920 | $44.9M | 0.10% | +1,797,920 | New |
| Invesco Ltd. | 2,323,065 | $58.0M | 0.01% | +33,751+1.5% | Added |
| Woodline Partners LP | 2,429,518 | $60.7M | 0.29% | +1,616,822+198.9% | Added |
| Geode Capital Management, LLC | 2,664,960 | $66.6M | 0.00% | −45,146−1.7% | Reduced |
| Macquarie Group Ltd | 3,166,912 | $79.1M | 0.09% | −266,989−7.8% | Reduced |
| JPMorgan Chase & Co | 3,426,926 | $85.6M | 0.01% | +52,834+1.6% | Added |
| Westwood Holdings Group Inc. | 3,637,348 | $90.8M | 0.65% | −94,002−2.5% | Reduced |
| American Century Companies Inc | 4,585,624 | $114.5M | 0.06% | +375,754+8.9% | Added |
| Dimensional Fund Advisors LP | 5,921,769 | $147.9M | 0.03% | +30,951+0.5% | Added |
| State Street Corp | 6,150,065 | $153.6M | 0.01% | +413,627+7.2% | Added |
| Vanguard Group Inc | 13,857,207 | $346.0M | 0.01% | −986,196−6.6% | Reduced |
| BlackRock, Inc. | 20,375,368 | $508.8M | 0.01% | +472,988+2.4% | Added |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −301,909−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −236,222−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −218,419−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −170,194−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −80,395−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −69,144−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −54,308−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −25,780−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −23,614−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −21,342−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,966−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −17,901−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,699−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,571−100.0% | Sold out |