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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,484−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −11,013−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −10,683−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −8,758−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −8,341−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −8,599−100.0% | Sold out |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −8,178−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Scott Marsh Financial, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |