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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in SM Energy Co as of Dec 31, 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
- 345
- −30 vs. Q3 2025
- Shares held
- 112.6M
- −4.00M (−3.4%) vs. Q3 2025
- Total value
- $2.11B
- −$804.1M (−27.6%) vs. Q3 2025
- New holders
- 66
- 116 more added
- Sold out
- 96
- 130 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 498 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,930,881 | $391.4M | 0.01% | +555,513+2.7% | Added |
| Vanguard Group Inc | 13,520,158 | $252.8M | 0.00% | −337,049−2.4% | Reduced |
| State Street Corp | 6,257,360 | $118.3M | 0.00% | +107,295+1.7% | Added |
| Dimensional Fund Advisors LP | 5,568,602 | $104.1M | 0.02% | −353,167−6.0% | Reduced |
| American Century Companies Inc | 4,737,327 | $88.6M | 0.04% | +151,703+3.3% | Added |
| JPMorgan Chase & Co | 3,063,740 | $57.3M | 0.00% | −363,186−10.6% | Reduced |
| Nomura Asset Management International Inc. | 2,897,927 | $54.2M | 0.08% | +2,897,927 | New |
| Millennium Management LLC | 2,835,718 | $53.0M | 0.04% | +1,906,255+205.1% | Added |
| Geode Capital Management, LLC | 2,721,147 | $50.9M | 0.00% | +56,187+2.1% | Added |
| Alyeska Investment Group, L.P. | 2,271,757 | $42.5M | 0.12% | +1,654,891+268.3% | Added |
| Balyasny Asset Management LLC | 1,783,366 | $33.3M | 0.06% | +756,921+73.7% | Added |
| Morgan Stanley | 1,706,953 | $31.9M | 0.00% | +400,089+30.6% | Added |
| Bank of America Corp | 1,420,743 | $26.6M | 0.00% | −335,753−19.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,412,606 | $26.4M | 0.02% | +993,346+236.9% | Added |
| Point72 Asset Management, L.P. | 1,394,033 | $26.1M | 0.04% | −403,887−22.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,374,143 | $25.7M | 0.00% | +19,878+1.5% | Added |
| Northern Trust Corp | 1,228,309 | $23.0M | 0.00% | −75,997−5.8% | Reduced |
| Algert Global LLC | 1,209,597 | $22.6M | 0.35% | +994,661+462.8% | Added |
| Sagefield Capital LP | 1,084,205 | $20.3M | 1.72% | +1,084,205 | New |
| Palisade Capital Management LLC | 988,641 | $18.5M | 0.55% | −171,200−14.8% | Reduced |
| Fisher Asset Management, LLC | 944,067 | $17.7M | 0.01% | +47,735+5.3% | Added |
| Goldman Sachs Group Inc | 890,591 | $16.7M | 0.00% | −478,714−35.0% | Reduced |
| Fearnley Asset Management AS | 875,900 | $16.4M | 7.52% | +875,900 | New |
| Nuveen, LLC | 833,167 | $15.6M | 0.00% | −18,543−2.2% | Reduced |
| Victory Capital Management Inc | 816,893 | $15.3M | 0.01% | +210,077+34.6% | Added |
| Jane Street Group, LLC | 786,885 | $14.7M | 0.02% | +132,137+20.2% | Added |
| Voloridge Investment Management, LLC | 784,784 | $14.7M | 0.05% | −96,438−10.9% | Reduced |
| Invesco Ltd. | 762,389 | $14.3M | 0.00% | −1,560,676−67.2% | Reduced |
| First Trust Advisors LP | 746,716 | $14.0M | 0.01% | −202,682−21.3% | Reduced |
| Bank of New York Mellon Corp | 725,234 | $13.6M | 0.00% | −318,740−30.5% | Reduced |
| UBS Group AG | 666,070 | $12.5M | 0.00% | +124,448+23.0% | Added |
| Wedge Capital Management L L P | 617,859 | $11.6M | 0.21% | +87,834+16.6% | Added |
| Canada Pension Plan Investment Board | 604,900 | $11.3M | 0.01% | +437,800+262.0% | Added |
| Tudor Investment Corp Et Al | 566,057 | $10.6M | 0.06% | +566,057 | New |
| Hotchkis & Wiley Capital Management LLC | 564,730 | $10.6M | 0.03% | +78,550+16.2% | Added |
| Thomist Capital Management, LP | 552,905 | $10.4M | 2.83% | +552,905 | New |
| Principal Financial Group Inc | 545,954 | $10.2M | 0.01% | −9,069−1.6% | Reduced |
| Ameriprise Financial Inc | 542,523 | $10.1M | 0.00% | +334+0.1% | Added |
| New York State Common Retirement Fund | 525,860 | $9.83M | 0.01% | +10,900+2.1% | Added |
| Panagora Asset Management Inc | 500,591 | $9.36M | 0.03% | +30,564+6.5% | Added |
| AQR Capital Management LLC | 489,073 | $9.15M | 0.00% | +245,422+100.7% | Added |
| Corigliano Investment Advisers, LLC | 462,800 | $8.65M | 3.07% | +462,800 | New |
| Glenmede Trust Co NA | 449,851 | $8.41M | 0.04% | +449,851 | New |
| SummitTX Capital, L.P. | 448,562 | $8.39M | 0.25% | +448,562 | New |
| LSV Asset Management | 415,900 | $7.78M | 0.02% | −28,400−6.4% | Reduced |
| Envestnet Asset Management Inc | 399,304 | $7.47M | 0.00% | −193,636−32.7% | Reduced |
| Royce & Associates LP | 399,006 | $7.46M | 0.08% | +42,398+11.9% | Added |
| Pekin Hardy Strauss, Inc. | 397,039 | $7.42M | 0.69% | +77,638+24.3% | Added |
| Public Sector Pension Investment Board | 396,514 | $7.41M | 0.02% | −51,922−11.6% | Reduced |
| Kennedy Capital Management, Inc. | 386,165 | $7.22M | 0.15% | −187,942−32.7% | Reduced |
| Lighthouse Investment Partners, LLC | 382,502 | $7.15M | 0.24% | +197,509+106.8% | Added |
| Rhumbline Advisers | 377,853 | $7.07M | 0.01% | −11,454−2.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 362,741 | $6.80M | 0.01% | +107,975+42.4% | Added |
| Aristeia Capital LLC | 354,788 | $6.63M | 0.19% | +342,566+2,802.9% | Added |
| Citadel Advisors LLC | 340,000 | $6.36M | 0.00% | +52,175+18.1% | Added |
| Baird Financial Group, Inc. | 305,063 | $5.70M | 0.01% | −78,682−20.5% | Reduced |
| Denali Advisors LLC | 300,000 | $5.61M | 0.62% | +54,428+22.2% | Added |
| Walleye Capital LLC | 298,476 | $5.58M | 0.03% | +298,476 | New |
| Barclays PLC | 289,198 | $5.41M | 0.00% | +4,582+1.6% | Added |
| SEI Investments Co | 287,938 | $5.38M | 0.01% | −305,918−51.5% | Reduced |
| Legal & General Group Plc | 283,917 | $5.31M | 0.00% | −30,355−9.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 277,027 | $5.18M | 0.01% | +166,737+151.2% | Added |
| Two Sigma Investments, LP | 265,612 | $4.97M | 0.01% | +100,748+61.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 257,056 | $4.81M | 0.11% | +186,235+263.0% | Added |
| Susquehanna International Group, LLP | 254,723 | $4.76M | 0.01% | +212,673+505.8% | Added |
| Capital Fund Management S.A. | 253,069 | $4.73M | 0.04% | +33,235+15.1% | Added |
| Russell Investments Group, Ltd. | 250,409 | $4.68M | 0.01% | +24,321+10.8% | Added |
| Standard Life Aberdeen plc | 242,523 | $4.54M | 0.01% | −340,129−58.4% | Reduced |
| Swiss National Bank | 226,700 | $4.24M | 0.00% | +4,900+2.2% | Added |
| Engineers Gate Manager LP | 222,358 | $4.16M | 0.05% | +147,685+197.8% | Added |
| CSM Advisors, LLC | 220,504 | $4.12M | 0.11% | +11,010+5.3% | Added |
| Wells Fargo & Company | 212,840 | $3.98M | 0.00% | −66,585−23.8% | Reduced |
| California Public Employees Retirement System | 204,526 | $3.82M | 0.00% | −337−0.2% | Reduced |
| HSBC Holdings PLC | 202,977 | $3.79M | 0.00% | +120,443+145.9% | Added |
| Caxton Associates LLP | 192,051 | $3.59M | 0.07% | +55,527+40.7% | Added |
| Freestone Grove Partners LP | 168,844 | $3.16M | 0.02% | +149,390+767.9% | Added |
| Raymond James Financial Inc | 168,152 | $3.14M | 0.00% | −312,765−65.0% | Reduced |
| Creative Planning | 167,010 | $3.12M | 0.00% | +48,334+40.7% | Added |
| HITE Hedge Asset Management LLC | 166,923 | $3.12M | 0.20% | −600−0.4% | Reduced |
| Rafferty Asset Management, LLC | 166,554 | $3.11M | 0.01% | +6,744+4.2% | Added |
| CacheTech Inc. | 156,553 | $2.93M | 0.54% | +52,877+51.0% | Added |
| Peregrine Capital Management LLC | 155,322 | $2.90M | 0.09% | −7,706−4.7% | Reduced |
| SG Americas Securities, LLC | 150,329 | $2.81M | 0.00% | +110,735+279.7% | Added |
| New York State Teachers Retirement System | 149,037 | $2.79M | 0.01% | −831−0.6% | Reduced |
| Wellington Management Group LLP | 146,315 | $2.74M | 0.00% | +146,315 | New |
| Intech Investment Management LLC | 142,051 | $2.66M | 0.02% | +88,952+167.5% | Added |
| Segall Bryant & Hamill, LLC | 141,439 | $2.64M | 0.04% | −370−0.3% | Reduced |
| Prudential Financial Inc | 140,872 | $2.63M | 0.00% | −154,699−52.3% | Reduced |
| UBS Asset Management Americas Inc | 136,774 | $2.56M | 0.00% | −10,758−7.3% | Reduced |
| Adams Wealth Management | 135,534 | $2.53M | 0.54% | +40,455+42.5% | Added |
| Moody Aldrich Partners LLC | 132,709 | $2.48M | 0.46% | −14,435−9.8% | Reduced |
| Evoke Wealth, LLC | 130,844 | $2.47M | 0.05% | −2,536−1.9% | Reduced |
| Boston Partners | 129,305 | $2.42M | 0.00% | +21,485+19.9% | Added |
| Alliancebernstein L.P. | 127,557 | $2.39M | 0.00% | −15,348−10.7% | Reduced |
| Woodline Partners LP | 126,475 | $2.37M | 0.01% | −2,303,043−94.8% | Reduced |
| Empowered Funds, LLC | 125,993 | $2.36M | 0.04% | +85,674+212.5% | Added |
| FMR LLC | 124,165 | $2.32M | 0.00% | +99,479+403.0% | Added |
| Thrivent Financial for Lutherans | 119,093 | $2.23M | 0.00% | +28,472+31.4% | Added |
| CoreCommodity Management, LLC | 117,556 | $2.20M | 0.46% | −6,706−5.4% | Reduced |
| Price T Rowe Associates Inc | 117,244 | $2.19M | 0.00% | +6,525+5.9% | Added |