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 |
|---|---|---|---|---|---|
| Boston Partners | 107,820 | $2.69M | 0.00% | +16,004+17.4% | Added |
| Public Employees Retirement System of Ohio | 107,097 | $2.67M | 0.01% | +13,269+14.1% | Added |
| Deutsche Bank AG | 106,557 | $2.66M | 0.00% | +9,641+9.9% | Added |
| Great West Life Assurance Co | 101,932 | $2.64M | 0.00% | +880+0.9% | Added |
| CacheTech Inc. | 103,676 | $2.59M | 0.52% | −11,837−10.2% | Reduced |
| NFJ Investment Group, LLC | 101,192 | $2.53M | 0.09% | −11,154−9.9% | Reduced |
| Adams Wealth Management | 95,079 | $2.37M | 0.51% | −20,434−17.7% | Reduced |
| Thrivent Financial for Lutherans | 90,621 | $2.26M | 0.00% | −17,511−16.2% | Reduced |
| Nisa Investment Advisors, LLC | 90,120 | $2.25M | 0.01% | +3,822+4.4% | Added |
| Man Group plc | 88,546 | $2.21M | 0.00% | +19,800+28.8% | Added |
| Mercer Global Advisors Inc | 83,452 | $2.08M | 0.00% | +2,553+3.2% | Added |
| HSBC Holdings PLC | 82,534 | $2.07M | 0.00% | +21,071+34.3% | Added |
| Voya Investment Management LLC | 82,260 | $2.05M | 0.00% | −14,609−15.1% | Reduced |
| State of New Jersey Common Pension Fund D | 82,063 | $2.05M | 0.01% | +810+1.0% | Added |
| Collar Capital Management, LLC | 81,347 | $2.03M | 1.43% | +3,166+4.0% | Added |
| Massachusetts Financial Services Co | 78,894 | $1.97M | 0.00% | +5,188+7.0% | Added |
| ExodusPoint Capital Management, LP | 77,016 | $1.92M | 0.03% | +77,016 | New |
| Marshall Wace, LLP | 76,161 | $1.90M | 0.00% | +53,165+231.2% | Added |
| Engineers Gate Manager LP | 74,673 | $1.86M | 0.02% | +6,518+9.6% | Added |
| Hodges Capital Management Inc. | 74,613 | $1.86M | 0.16% | +705+1.0% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.86M | 0.72% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 73,194 | $1.83M | 0.03% | +73,194 | New |
| Pathstone Holdings, LLC | 71,599 | $1.79M | 0.01% | +14,648+25.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 70,821 | $1.77M | 0.04% | −7,865−10.0% | Reduced |
| First National Bank of Omaha | 69,935 | $1.75M | 0.11% | +2,623+3.9% | Added |
| Franklin Resources Inc | 69,318 | $1.73M | 0.00% | −2,134−3.0% | Reduced |
| LPL Financial LLC | 68,997 | $1.72M | 0.00% | −1,396−2.0% | Reduced |
| MetLife Investment Management | 67,826 | $1.69M | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 64,220 | $1.60M | 0.65% | −197−0.3% | Reduced |
| Energy Income Partners, LLC | 63,103 | $1.58M | 0.03% | +23,038+57.5% | Added |
| Natixis Advisors, L.P. | 62,807 | $1.57M | 0.00% | +10,419+19.9% | Added |
| Illinois Municipal Retirement Fund | 62,531 | $1.56M | 0.02% | +8,771+16.3% | Added |
| State of Alaska, Department of Revenue | 61,912 | $1.54M | 0.02% | −6,223−9.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 58,449 | $1.46M | 0.00% | −1,198−2.0% | Reduced |
| Ironwood Investment Management LLC | 56,490 | $1.41M | 0.62% | +22,300+65.2% | Added |
| Teacher Retirement System of Texas | 55,810 | $1.39M | 0.01% | −4,040−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 55,443 | $1.38M | 0.00% | −6,508−10.5% | Reduced |
| Connors Investor Services Inc | 53,952 | $1.35M | 0.11% | −1,607−2.9% | Reduced |
| Intech Investment Management LLC | 53,099 | $1.33M | 0.01% | −50,194−48.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 53,046 | $1.32M | 0.00% | −9,538−15.2% | Reduced |
| Magnetar Financial LLC | 53,015 | $1.32M | 0.01% | +53,015 | New |
| Louisiana State Employees Retirement System | 52,800 | $1.32M | 0.02% | −700−1.3% | Reduced |
| Highbridge Capital Management LLC | 50,000 | $1.25M | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 49,435 | $1.23M | 0.05% | +12,469+33.7% | Added |
| Brevan Howard Capital Management LP | 48,995 | $1.22M | 0.02% | +4,082+9.1% | Added |
| US Bancorp | 48,942 | $1.22M | 0.00% | +720+1.5% | Added |
| Dynamic Technology Lab Private Ltd | 47,650 | $1.19M | 0.20% | +47,650 | New |
| Cresset Asset Management, LLC | 47,550 | $1.19M | 0.01% | +1,237+2.7% | Added |
| JustInvest LLC | 47,254 | $1.18M | 0.01% | +2,599+5.8% | Added |
| Sendero Wealth Management, LLC | 46,008 | $1.15M | 0.13% | 00.0% | Unchanged |
| Summit Global Investments | 45,928 | $1.15M | 0.07% | −1,553−3.3% | Reduced |
| Toroso Investments, LLC | 45,529 | $1.14M | 0.00% | +2,950+6.9% | Added |
| Janus Henderson Group PLC | 45,362 | $1.13M | 0.00% | +752+1.7% | Added |
| Meeder Asset Management Inc | 44,701 | $1.12M | 0.06% | +650+1.5% | Added |
| Exchange Traded Concepts, LLC | 42,710 | $1.07M | 0.01% | +3,353+8.5% | Added |
| Cerity Partners LLC | 42,283 | $1.06M | 0.00% | +2,905+7.4% | Added |
| Susquehanna International Group, LLP | 42,050 | $1.05M | 0.00% | −104,248−71.3% | Reduced |
| KLP Kapitalforvaltning AS | 41,900 | $1.05M | 0.00% | +5,900+16.4% | Added |
| Jump Financial, LLC | 41,735 | $1.04M | 0.01% | −5,065−10.8% | Reduced |
| Aventail Capital Group, LP | 41,650 | $1.04M | 0.05% | −125,854−75.1% | Reduced |
| Dana Investment Advisors, Inc. | 40,690 | $1.02M | 0.03% | +2,865+7.6% | Added |
| Empowered Funds, LLC | 40,319 | $1.01M | 0.01% | −1,602−3.8% | Reduced |
| SG Americas Securities, LLC | 39,594 | $989.0K | 0.00% | +20,674+109.3% | Added |
| Yousif Capital Management, LLC | 38,426 | $959.5K | 0.01% | −7,042−15.5% | Reduced |
| Miller Howard Investments Inc | 38,092 | $951.2K | 0.03% | −4,614−10.8% | Reduced |
| Squarepoint Ops LLC | 37,873 | $945.7K | 0.00% | −208,856−84.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,490 | $911.2K | 0.01% | +36,490 | New |
| XTX Topco Ltd | 36,252 | $905.2K | 0.05% | −3,327−8.4% | Reduced |
| Waldron Private Wealth LLC | 35,503 | $886.5K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 44,507 | $861.2K | 0.03% | −83−0.2% | Reduced |
| Arizona State Retirement System | 33,870 | $845.7K | 0.00% | +465+1.4% | Added |
| Amalgamated Bank | 33,311 | $832.0K | 0.01% | +723+2.2% | Added |
| Diversified Trust Co | 33,089 | $826.2K | 0.02% | +3,880+13.3% | Added |
| Teachers Retirement System of the State of Kentucky | 32,914 | $822.0K | 0.01% | −3,958−10.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 31,591 | $788.8K | 0.01% | +5,761+22.3% | Added |
| BNP Paribas Arbitrage, SA | 31,063 | $775.6K | 0.00% | +18,992+157.3% | Added |
| GF Fund Management Co. Ltd. | 31,049 | $775.3K | 0.01% | −4,126−11.7% | Reduced |
| TCI Wealth Advisors, Inc. | 29,459 | $735.6K | 0.04% | −9,346−24.1% | Reduced |
| CBOE Vest Financial, LLC | 29,422 | $734.7K | 0.01% | −17,631−37.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,276 | $731.0K | 0.00% | −111−0.4% | Reduced |
| Gsa Capital Partners LLP | 28,604 | $714.0K | 0.06% | −19,987−41.1% | Reduced |
| State Board of Administration of Florida Retirement System | 28,377 | $708.6K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 27,851 | $695.5K | 0.00% | +7,052+33.9% | Added |
| State of Tennessee, Treasury Department | 27,699 | $691.6K | 0.00% | −8,156−22.7% | Reduced |
| Horizon Investments, LLC | 26,889 | $665.2K | 0.01% | +26,889 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,219 | $654.7K | 0.00% | −4,611−15.0% | Reduced |
| Vestcor Inc | 25,955 | $648.0K | 0.02% | +14,642+129.4% | Added |
| Oregon Public Employees Retirement Fund | 25,851 | $645.5K | 0.01% | −200−0.8% | Reduced |
| Point72 (DIFC) Ltd | 24,779 | $618.7K | 0.04% | +24,779 | New |
| FMR LLC | 24,686 | $616.4K | 0.00% | +3,194+14.9% | Added |
| Bank of Montreal | 24,213 | $604.6K | 0.00% | −10,395−30.0% | Reduced |
| Wolverine Trading, LLC | 22,189 | $574.3K | 0.01% | +9,027+68.6% | Added |
| Cetera Investment Advisers | 22,380 | $558.9K | 0.00% | +5,754+34.6% | Added |
| Mariner, LLC | 22,299 | $556.8K | 0.00% | −3,964−15.1% | Reduced |
| Two Sigma Advisers, LP | 22,100 | $551.8K | 0.00% | −8,400−27.5% | Reduced |
| CWM Advisors, LLC | 21,994 | $549.2K | 0.05% | +2,960+15.6% | Added |
| ProShare Advisors LLC | 21,524 | $537.5K | 0.00% | −3,968−15.6% | Reduced |
| Henshaw Capital LLC | 21,426 | $535.0K | 0.02% | +2,089+10.8% | Added |
| Stifel Financial Corp | 20,876 | $521.2K | 0.00% | +2,334+12.6% | Added |
| RSM US Wealth Management LLC | 20,860 | $520.9K | 0.01% | −132−0.6% | Reduced |