Skip to main content

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, 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.

Institutional holdersQ4 2025: 345 institutions
Q1 2021: 184 institutionsQ2 2021: 226 institutionsQ3 2021: 238 institutionsQ4 2021: 262 institutionsQ1 2022: 302 institutionsQ2 2022: 310 institutionsQ3 2022: 310 institutionsQ4 2022: 342 institutionsQ1 2023: 296 institutionsQ2 2023: 309 institutionsQ3 2023: 373 institutionsQ4 2023: 370 institutionsQ1 2024: 390 institutionsQ2 2024: 422 institutionsQ3 2024: 420 institutionsQ4 2024: 426 institutionsQ1 2025: 404 institutionsQ2 2025: 372 institutionsQ3 2025: 383 institutionsQ4 2025: 345 institutionsQ1 2026: 514 institutionsQ2 2026: 499 institutions
Value heldQ4 2025: $2.11B
Q1 2021: $1.62BQ2 2021: $2.53BQ3 2021: $2.74BQ4 2021: $3.05BQ1 2022: $4.08BQ2 2022: $3.71BQ3 2022: $4.13BQ4 2022: $3.90BQ1 2023: $3.04BQ2 2023: $3.44BQ3 2023: $4.21BQ4 2023: $4.25BQ1 2024: $5.71BQ2 2024: $4.92BQ3 2024: $4.66BQ4 2024: $4.47BQ1 2025: $3.48BQ2 2025: $2.83BQ3 2025: $2.93BQ4 2025: $2.11BQ1 2026: $7.08BQ2 2026: $6.01B
Institutions holding SM and their total value by quarter
QuarterHoldersValue
Q2 2026499$6.01B
Q1 2026514$7.08B
Q4 2025345$2.11B
Q3 2025383$2.93B
Q2 2025372$2.83B
Q1 2025404$3.48B
Q4 2024426$4.47B
Q3 2024420$4.66B
Q2 2024422$4.92B
Q1 2024390$5.71B
Q4 2023370$4.25B
Q3 2023373$4.21B
Q2 2023309$3.44B
Q1 2023296$3.04B
Q4 2022342$3.90B
Q3 2022310$4.13B
Q2 2022310$3.71B
Q1 2022302$4.08B
Q4 2021262$3.05B
Q3 2021238$2.74B
Q2 2021226$2.53B
Q1 2021184$1.62B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q3 2025.

Institutions holding SM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%−23−92.0%Reduced
Avion Wealth28$00.00%−37−56.9%Reduced
Hughes Financial Services, LLC1$190.00%−23−95.8%Reduced
Keating Financial Advisory Services, Inc.1$190.00%+1New
Bay Harbor Wealth Management, LLC2$370.00%00.0%Unchanged
HFM Investment Advisors, LLC2$380.00%00.0%Unchanged
Quent Capital, LLC3$520.00%−52−94.5%Reduced
Dunhill Financial, LLC3$580.00%+3New
Private Wealth Asset Management, LLC5$940.00%00.0%Unchanged
Abound Wealth Management5$940.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.5$950.00%−4−44.4%Reduced
Evermay Wealth Management LLC5$950.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd9$1680.00%−648−98.6%Reduced
Gilpin Wealth Management, LLC10$1870.00%+10New
Central Trust Co12$2250.00%+12New
MV Capital Management, Inc.15$2810.00%−112−88.2%Reduced
Cedar Mountain Advisors, LLC15$2810.00%−19−55.9%Reduced
Creative Financial Designs Inc15$2810.00%00.0%Unchanged
Ankerstar Wealth, LLC15$2850.00%+15New
Trust Co17$3180.00%+17New
WealthCollab, LLC18$3370.00%+18New
Torren Management, LLC18$3450.00%+18New
UMA Financial Services, Inc.26$4870.00%−448−94.5%Reduced
Picton Mahoney Asset Management29$5420.00%00.0%Unchanged
JFS Wealth Advisors, LLC30$5670.00%+28+1,400.0%Added
Vermillion Wealth Management, Inc.31$5850.00%00.0%Unchanged
Solstein Capital, LLC33$6170.00%+33New
True Wealth Design, LLC33$6200.00%−47−58.8%Reduced
Parkside Financial Bank & Trust38$7110.00%−42−52.5%Reduced
Archer Investment Corp40$7480.00%00.0%Unchanged
Root Financial Partners, LLC41$7670.00%−104−71.7%Reduced
USA Financial Portformulas Corp42$7850.00%+42New
Addison Advisors LLC50$9350.00%00.0%Unchanged
Private Wealth Management Group, LLC51$9540.00%−139−73.2%Reduced
Sound Income Strategies, LLC53$9580.00%+53New
MAI Capital Management55$1.03K0.00%−146−72.6%Reduced
AdvisorNet Financial, Inc58$1.08K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc75$1.40K0.00%00.0%Unchanged
Kilter Group LLC75$1.40K0.00%+22+41.5%Added
Rialto Wealth Management, LLC99$1.85K0.00%−4−3.9%Reduced
Ancora Advisors, LLC100$1.87K0.00%+100New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.98$1.88K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.105$1.96K0.00%+105New
T. Rowe Price Investment Management, Inc.103$2.00K0.00%00.0%Unchanged
Rothschild Investment LLC111$2.08K0.00%−59−34.7%Reduced
Parallel Advisors, LLC116$2.17K0.00%−1,062−90.2%Reduced
Bell Investment Advisors, Inc151$2.82K0.00%−30−16.6%Reduced
Vermillion & White Wealth Management Group, LLC173$3.23K0.00%00.0%Unchanged
GWM Advisors LLC189$3.53K0.00%−3,110−94.3%Reduced
DV Equities, LLC200$3.74K0.00%+200New
Aster Capital Management (DIFC) Ltd201$3.76K0.00%−865−81.1%Reduced
Steward Partners Investment Advisory, LLC201$3.76K0.00%−17−7.8%Reduced
Crewe Advisors LLC217$4.06K0.00%00.0%Unchanged
Brown Brothers Harriman & Co229$4.28K0.00%+229New
Larson Financial Group LLC241$4.51K0.00%+36+17.6%Added
Park Square Financial Group, LLC121$4.69K0.03%+121New
EverSource Wealth Advisors, LLC261$4.88K0.00%−616−70.2%Reduced
Bessemer Group Inc247$5.00K0.00%−4,874−95.2%Reduced
SageView Advisory Group, LLC292$5.46K0.00%+292New
Salomon & Ludwin, LLC351$6.53K0.00%−16−4.4%Reduced
Bare Financial Services, Inc360$6.73K0.00%+190+111.8%Added
Barrow Hanley Mewhinney & Strauss LLC363$6.79K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.400$7.48K0.00%−352−46.8%Reduced
Allworth Financial LP414$7.74K0.00%+96+30.2%Added
Strategic Advocates LLC434$8.15K0.00%+223+105.7%Added
Group One Trading, L.P.507$9.48K0.00%+507New
International Assets Investment Management, LLC536$10.0K0.00%+536New
Massmutual Trust Co FSB542$10.1K0.00%−1,394−72.0%Reduced
Northwestern Mutual Wealth Management Co723$13.5K0.00%+22+3.1%Added
Los Angeles Capital Management LLC660$13.6K0.00%+660New
Fideuram - Intesa Sanpaolo Private Banking S.P.A.749$14.0K0.00%+749New
Huntington National Bank752$14.1K0.00%+303+67.5%Added
Global Wealth Strategies & Associates795$14.9K0.00%+8+1.0%Added
Rockefeller Capital Management L.P.876$16.4K0.00%−553−38.7%Reduced
Advisors Asset Management, Inc.881$16.5K0.00%+881New
Farther Finance Advisors, LLC1,025$19.2K0.00%−237−18.8%Reduced
Pinnacle Wealth Planning Services, Inc.1,055$19.7K0.00%+1,055New
Quadrant Capital Group LLC1,095$20.5K0.00%−2,645−70.7%Reduced
Fifth Third Bancorp1,158$21.7K0.00%+143+14.1%Added
NBC Securities, Inc.1,347$25.2K0.00%+830+160.5%Added
SBI Securities Co., Ltd.1,373$25.7K0.00%+1,360+10,461.5%Added
Global Retirement Partners, LLC1,386$25.9K0.00%+535+62.9%Added
Bartlett & Co. Wealth Management LLC1,400$26.5K0.00%00.0%Unchanged
Cetera Trust Company, N.A1,435$26.8K0.01%−2,625−64.7%Reduced
Nomura Asset Management Co Ltd1,560$29.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,847$34.7K0.00%−187−9.2%Reduced
First Horizon Corp1,860$34.8K0.00%+678+57.4%Added
Umb Bank N A1,911$35.7K0.00%+967+102.4%Added
Harbor Capital Advisors, Inc.1,976$37.0K0.00%−34−1.7%Reduced
Versant Capital Management, Inc2,051$38.4K0.00%+275+15.5%Added
Jones Financial Companies LLLP2,181$40.8K0.00%+981+81.8%Added
GAMMA Investing LLC2,262$42.3K0.00%−4,603−67.1%Reduced
CWM, LLC2,426$45.0K0.00%−3,822−61.2%Reduced
State of Wyoming2,748$51.4K0.01%+499+22.2%Added
Signaturefd, LLC2,831$52.9K0.00%−225−7.4%Reduced
Legacy Wealth Managment, LLC2,873$53.7K0.03%−552−16.1%Reduced
Tower Research Capital LLC (TRC)3,191$59.7K0.00%−989−23.7%Reduced
CIBC Private Wealth Group, LLC3,459$64.7K0.00%−379−9.9%Reduced
EMC Capital Management3,497$65.0K0.03%−617−15.0%Reduced
Hantz Financial Services, Inc.3,552$66.0K0.00%+2,122+148.4%Added