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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 20,470 | $511.1K | 0.01% | +20,470 | New |
| Ensign Peak Advisors, Inc | 20,071 | $501.2K | 0.00% | −14,000−41.1% | Reduced |
| Inspire Advisors, LLC | 19,766 | $493.6K | 0.05% | −2,563−11.5% | Reduced |
| Walleye Trading LLC | 19,734 | $492.8K | 0.01% | +11,156+130.1% | Added |
| Freestone Grove Partners LP | 19,454 | $485.8K | 0.00% | −498,692−96.2% | Reduced |
| CI Private Wealth, LLC | 19,254 | $480.8K | 0.00% | −1,912−9.0% | Reduced |
| Wolverine Asset Management LLC | 19,187 | $479.1K | 0.01% | +13,165+218.6% | Added |
| ISAM Funds (UK) Ltd | 19,042 | $475.5K | 0.10% | +5,455+40.1% | Added |
| Lazard Asset Management LLC | 18,957 | $473.4K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 18,828 | $470.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 18,514 | $462.3K | 0.07% | +18,514 | New |
| GTS Securities LLC | 18,365 | $458.6K | 0.02% | +6,659+56.9% | Added |
| The PNC Financial Services Group, Inc. | 17,653 | $440.8K | 0.00% | +526+3.1% | Added |
| Prelude Capital Management, LLC | 17,469 | $436.2K | 0.03% | +17,469 | New |
| IFP Advisors, Inc | 17,131 | $427.8K | 0.01% | −1,086−6.0% | Reduced |
| Maryland State Retirement & Pension System | 16,526 | $412.7K | 0.01% | −17,113−50.9% | Reduced |
| Concentric Capital Strategies, LP | 16,403 | $409.6K | 0.02% | +16,403 | New |
| Sippican Capital Advisors | 15,742 | $393.1K | 0.26% | +10.0% | Added |
| Atria Investments LLC | 15,403 | $384.6K | 0.00% | −69−0.4% | Reduced |
| Moody National Bank Trust Division | 15,046 | $375.7K | 0.03% | +46+0.3% | Added |
| Public Employees Retirement Association of Colorado | 13,824 | $345.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,743 | $343.2K | 0.00% | +703+5.4% | Added |
| Pitcairn Co | 13,562 | $338.6K | 0.03% | −1,203−8.1% | Reduced |
| Gryphon Financial Partners LLC | 13,030 | $325.3K | 0.04% | +13,030 | New |
| MML Investors Services, LLC | 13,022 | $325.2K | 0.00% | +982+8.2% | Added |
| Graham Capital Management, L.P. | 12,982 | $324.2K | 0.01% | +12,982 | New |
| Mutual of America Capital Management LLC | 12,877 | $321.5K | 0.00% | −1,827−12.4% | Reduced |
| Blair William & Co | 12,757 | $318.6K | 0.00% | +11+0.1% | Added |
| Fieldview Capital Management, LLC | 12,711 | $317.4K | 0.05% | +12,711 | New |
| First National Advisers, LLC | 12,604 | $314.7K | 0.04% | +578+4.8% | Added |
| Aristeia Capital LLC | 12,222 | $305.2K | 0.01% | +12,222 | New |
| CIBC Bancorp USA Inc. | 12,172 | $303.9K | 0.00% | +12,172 | New |
| Foster & Motley Inc | 11,959 | $299.0K | 0.02% | −2,089−14.9% | Reduced |
| Capital Counsel LLC | 11,905 | $297.3K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 11,624 | $290.3K | 0.01% | +24+0.2% | Added |
| Entropy Technologies, LP | 11,365 | $283.8K | 0.02% | +11,365 | New |
| Texas Yale Capital Corp. | 11,169 | $278.9K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,946 | $273.0K | 0.02% | +10,946 | New |
| State of Wisconsin Investment Board | 10,915 | $272.5K | 0.00% | −14,600−57.2% | Reduced |
| Renaissance Technologies LLC | 10,500 | $262.2K | 0.00% | −198,400−95.0% | Reduced |
| Trust Point Inc. | 10,469 | $261.4K | 0.02% | +10,469 | New |
| Sanctuary Advisors, LLC | 10,401 | $259.7K | 0.00% | −2,534−19.6% | Reduced |
| Twinbeech Capital LP | 10,375 | $259.1K | 0.01% | −46,573−81.8% | Reduced |
| Gotham Asset Management, LLC | 10,281 | $256.7K | 0.00% | +258+2.6% | Added |
| Gibbs Wealth Management | 10,262 | $256.2K | 0.06% | −1,800−14.9% | Reduced |
| Janney Montgomery Scott LLC | 9,857 | $246.0K | 0.00% | +694+7.6% | Added |
| Bridgefront Capital, LLC | 9,824 | $245.3K | 0.07% | +9,824 | New |
| Sequoia Financial Advisors, LLC | 9,686 | $241.9K | 0.00% | +9,686 | New |
| Range Financial Group LLC | 9,660 | $241.2K | 0.09% | −2,290−19.2% | Reduced |
| Arete Wealth Advisors, LLC | 9,660 | $241.0K | 0.02% | +9,660 | New |
| Ameritas Investment Partners, Inc. | 9,540 | $238.2K | 0.01% | −2,035−17.6% | Reduced |
| Kestra Advisory Services, LLC | 9,486 | $236.9K | 0.00% | −1,343−12.4% | Reduced |
| Evergreen Capital Management LLC | 9,097 | $227.2K | 0.01% | +9,097 | New |
| ZWJ Investment Counsel Inc | 9,047 | $225.9K | 0.01% | −137−1.5% | Reduced |
| Xponance, Inc. | 8,913 | $222.6K | 0.00% | +61+0.7% | Added |
| Vise Technologies, Inc. | 8,717 | $217.7K | 0.01% | +115+1.3% | Added |
| Two Sigma Securities, LLC | 8,630 | $215.5K | 0.03% | +8,630 | New |
| Neuberger Berman Group LLC | 8,586 | $214.4K | 0.00% | +463+5.7% | Added |
| Stonehearth Capital Management, LLC | 8,465 | $211.4K | 0.08% | +218+2.6% | Added |
| Heritage Family Offices, LLP | 8,419 | $210.2K | 0.10% | +8,419 | New |
| Meritage Portfolio Management | 8,377 | $209.2K | 0.01% | −4,649−35.7% | Reduced |
| Everence Capital Management Inc | 8,290 | $207.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 8,175 | $204.1K | 0.02% | +8,175 | New |
| Lee Financial Co | 8,023 | $200.3K | 0.03% | +8,023 | New |
| Sterling Capital Management LLC | 7,906 | $197.4K | 0.00% | +4,823+156.4% | Added |
| Acadian Asset Management LLC | 7,236 | $180.0K | 0.00% | +7,236 | New |
| GAMMA Investing LLC | 6,865 | $171.4K | 0.01% | +894+15.0% | Added |
| CWM, LLC | 6,248 | $156.0K | 0.00% | +220+3.6% | Added |
| Oakworth Capital, Inc. | 6,188 | $154.5K | 0.01% | −220−3.4% | Reduced |
| Covestor Ltd | 6,106 | $152.0K | 0.08% | +1,969+47.6% | Added |
| National Bank of Canada | 5,945 | $148.4K | 0.00% | +278+4.9% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $147.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,121 | $128.0K | 0.00% | +4,269+501.1% | Added |
| Tower Research Capital LLC (TRC) | 4,180 | $104.4K | 0.00% | −5,318−56.0% | Reduced |
| EMC Capital Management | 4,114 | $103.0K | 0.05% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,060 | $101.4K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,838 | $95.8K | 0.00% | −62−1.6% | Reduced |
| KBC Group NV | 3,790 | $95.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,740 | $93.4K | 0.00% | +3,740 | New |
| Legacy Wealth Managment, LLC | 3,425 | $85.5K | 0.04% | +125+3.8% | Added |
| GWM Advisors LLC | 3,299 | $82.4K | 0.00% | +23+0.7% | Added |
| Advisory Services Network, LLC | 3,208 | $80.1K | 0.00% | +3,208 | New |
| Signaturefd, LLC | 3,056 | $76.3K | 0.00% | −62−2.0% | Reduced |
| Quest Partners LLC | 2,493 | $62.3K | 0.00% | −8,612−77.6% | Reduced |
| Shell Asset Management Co | 2,417 | $60.0K | 0.01% | −3,486−59.1% | Reduced |
| State of Wyoming | 2,249 | $56.2K | 0.01% | +2,249 | New |
| Smartleaf Asset Management LLC | 2,034 | $52.6K | 0.00% | +169+9.1% | Added |
| Harbor Capital Advisors, Inc. | 2,010 | $50.0K | 0.00% | +535+36.3% | Added |
| Massmutual Trust Co FSB | 1,936 | $48.3K | 0.00% | +49+2.6% | Added |
| Versant Capital Management, Inc | 1,776 | $44.3K | 0.01% | +1,186+201.0% | Added |
| Wealthspire Advisors, LLC | 1,739 | $43.4K | 0.00% | +1,739 | New |
| Byrne Asset Management LLC | 1,725 | $43.1K | 0.03% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 1,626 | $40.6K | 0.00% | +1,626 | New |
| Nomura Asset Management Co Ltd | 1,560 | $39.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,430 | $36.0K | 0.00% | +984+220.6% | Added |
| Rockefeller Capital Management L.P. | 1,429 | $35.7K | 0.00% | +1,429 | New |
| Bartlett & Co. Wealth Management LLC | 1,400 | $35.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,200 | $33.1K | 0.00% | +912+316.7% | Added |
| Farther Finance Advisors, LLC | 1,262 | $31.5K | 0.00% | +272+27.5% | Added |
| Johnson Financial Group, Inc. | 1,245 | $31.1K | 0.00% | +1,245 | New |