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 |
|---|---|---|---|---|---|
| First Horizon Corp | 1,182 | $29.5K | 0.00% | +1,182 | New |
| Parallel Advisors, LLC | 1,178 | $29.4K | 0.00% | +81+7.4% | Added |
| Leonteq Securities AG | 1,139 | $28.4K | 0.00% | +279+32.4% | Added |
| Aster Capital Management (DIFC) Ltd | 1,066 | $26.6K | 0.01% | −11,518−91.5% | Reduced |
| Ci Investments Inc. | 1,057 | $26.0K | 0.00% | −517−32.8% | Reduced |
| Fifth Third Bancorp | 1,015 | $25.3K | 0.00% | +68+7.2% | Added |
| Umb Bank N A | 944 | $23.6K | 0.00% | +164+21.0% | Added |
| EverSource Wealth Advisors, LLC | 877 | $21.9K | 0.00% | −551−38.6% | Reduced |
| Global Retirement Partners, LLC | 851 | $21.2K | 0.00% | +697+452.6% | Added |
| STRS Ohio | 800 | $20.0K | 0.00% | −18,600−95.9% | Reduced |
| Global Wealth Strategies & Associates | 787 | $19.6K | 0.01% | +7+0.9% | Added |
| SRS Capital Advisors, Inc. | 752 | $18.8K | 0.00% | +417+124.5% | Added |
| Northwestern Mutual Wealth Management Co | 701 | $17.5K | 0.00% | +70+11.1% | Added |
| Federated Hermes, Inc. | 670 | $16.7K | 0.00% | +209+45.3% | Added |
| Caitong International Asset Management Co., Ltd | 657 | $16.4K | 0.01% | −2,214−77.1% | Reduced |
| NBC Securities, Inc. | 517 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 503 | $12.6K | 0.00% | +308+157.9% | Added |
| UMA Financial Services, Inc. | 474 | $11.8K | 0.00% | +182+62.3% | Added |
| Rise Advisors, LLC | 461 | $11.5K | 0.00% | +41+9.8% | Added |
| Huntington National Bank | 449 | $11.2K | 0.00% | −8−1.8% | Reduced |
| Optiver Holding B.V. | 423 | $10.6K | 0.00% | +267+171.2% | Added |
| Salomon & Ludwin, LLC | 367 | $9.49K | 0.00% | +367 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 363 | $9.06K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 327 | $8.16K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 318 | $7.94K | 0.00% | +68+27.2% | Added |
| CX Institutional | 275 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 274 | $6.84K | 0.00% | +252+1,145.5% | Added |
| Principal Securities, Inc. | 248 | $6.19K | 0.00% | +28+12.7% | Added |
| Simplex Trading, LLC | 267 | $6.00K | 0.00% | +267 | New |
| Steward Partners Investment Advisory, LLC | 218 | $5.44K | 0.00% | −28−11.4% | Reduced |
| Crewe Advisors LLC | 217 | $5.42K | 0.00% | +217 | New |
| Strategic Advocates LLC | 211 | $5.27K | 0.00% | +211 | New |
| Larson Financial Group LLC | 205 | $5.12K | 0.00% | +27+15.2% | Added |
| MAI Capital Management | 201 | $5.02K | 0.00% | −97−32.6% | Reduced |
| Private Wealth Management Group, LLC | 190 | $4.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $4.52K | 0.00% | −267−59.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 173 | $4.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 170 | $4.25K | 0.00% | −10−5.6% | Reduced |
| Bare Financial Services, Inc | 170 | $4.24K | 0.00% | −43−20.2% | Reduced |
| SJS Investment Consulting Inc. | 146 | $3.65K | 0.00% | +146 | New |
| Root Financial Partners, LLC | 145 | $3.62K | 0.00% | +145 | New |
| MV Capital Management, Inc. | 127 | $3.17K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 122 | $3.05K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 103 | $3.00K | 0.00% | +103 | New |
| Rialto Wealth Management, LLC | 103 | $2.57K | 0.00% | +19+22.6% | Added |
| ORG Partners LLC | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $2.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $2.00K | 0.00% | +33+70.2% | Added |
| Parkside Financial Bank & Trust | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $1.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $1.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 64 | $1.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $1.45K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $1.38K | 0.00% | +55 | New |
| Kilter Group LLC | 53 | $1.32K | 0.00% | +53 | New |
| Addison Advisors LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 48 | $1.20K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 45 | $1.12K | 0.00% | +1+2.3% | Added |
| Bruce G. Allen Investments, LLC | 42 | $1.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $1.00K | 0.00% | −20−23.5% | Reduced |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $999 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $924 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 35 | $865 | 0.00% | −2−5.4% | Reduced |
| Cedar Mountain Advisors, LLC | 34 | $849 | 0.00% | +34 | New |
| Vermillion Wealth Management, Inc. | 31 | $773 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 26 | $650 | 0.00% | +26 | New |
| Westfuller Advisors, LLC | 25 | $627 | 0.00% | +25 | New |
| Retirement Wealth Solutions LLC | 21 | $525 | 0.00% | +21 | New |
| North Star Investment Management Corp. | 20 | $499 | 0.00% | +20 | New |
| Hughes Financial Services, LLC | 24 | $442 | 0.00% | −180−88.2% | Reduced |
| Creative Financial Designs Inc | 15 | $375 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $325 | 0.00% | +2+18.2% | Added |
| Transamerica Financial Advisors, Inc. | 9 | $225 | 0.00% | +9 | New |
| Evermay Wealth Management LLC | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $125 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $50 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $50 | 0.00% | −1−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $49 | 0.00% | +1+100.0% | Added |
| Hemington Wealth Management | 19 | $0 | 0.00% | +5+35.7% | Added |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| 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 |