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.
| 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, 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 |
|---|---|---|---|---|---|
| Sankala Group LLC | 3,000 | $69.4K | 0.06% | +3,000 | New |
| KBC Group NV | 3,790 | $71.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5,356 | $100.2K | 0.06% | +3,631+210.5% | Added |
| National Bank of Canada | 6,155 | $115.0K | 0.00% | +210+3.5% | Added |
| Leonteq Securities AG | 6,447 | $120.6K | 0.01% | +5,308+466.0% | Added |
| Sterling Capital Management LLC | 6,589 | $123.2K | 0.00% | −1,317−16.7% | Reduced |
| Acadian Asset Management LLC | 7,236 | $135.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,325 | $137.0K | 0.00% | −10,328−58.5% | Reduced |
| Ensign Peak Advisors, Inc | 7,621 | $142.5K | 0.00% | −12,450−62.0% | Reduced |
| Covestor Ltd | 7,964 | $149.0K | 0.08% | +1,858+30.4% | Added |
| Virtus Investment Advisers, Inc. | 8,562 | $160.1K | 0.04% | +8,562 | New |
| Kestra Advisory Services, LLC | 8,592 | $160.7K | 0.00% | −894−9.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,540 | $178.4K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 10,244 | $191.6K | 0.01% | +10,244 | New |
| Squarepoint Ops LLC | 10,757 | $201.2K | 0.00% | −27,116−71.6% | Reduced |
| Gotham Asset Management, LLC | 10,840 | $202.7K | 0.00% | +559+5.4% | Added |
| DGS Capital Management, LLC | 10,848 | $202.9K | 0.03% | +10,848 | New |
| Texas Yale Capital Corp. | 11,169 | $208.9K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,291 | $211.1K | 0.00% | +11,291 | New |
| IMC-Chicago, LLC | 11,578 | $216.5K | 0.00% | +11,578 | New |
| Advisor Group Holdings, Inc. | 11,615 | $217.2K | 0.00% | −114,870−90.8% | Reduced |
| Capital Counsel LLC | 11,905 | $222.6K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 12,260 | $229.3K | 0.11% | +12,260 | New |
| Dark Forest Capital Management LP | 12,298 | $230.0K | 0.01% | −111,090−90.0% | Reduced |
| Oxford Asset Management LLP | 12,568 | $235.0K | 0.08% | +12,568 | New |
| Blair William & Co | 12,829 | $239.9K | 0.00% | +72+0.6% | Added |
| Mangrove Partners | 12,953 | $242.2K | 0.02% | +12,953 | New |
| Walleye Trading LLC | 12,995 | $243.0K | 0.00% | −6,739−34.1% | Reduced |
| Mutual of America Capital Management LLC | 13,093 | $244.8K | 0.00% | +216+1.7% | Added |
| Bridgefront Capital, LLC | 13,160 | $246.1K | 0.06% | +3,336+34.0% | Added |
| Jump Financial, LLC | 13,572 | $253.8K | 0.00% | −28,163−67.5% | Reduced |
| Public Employees Retirement Association of Colorado | 13,824 | $259.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,996 | $261.7K | 0.01% | +13,996 | New |
| Inspire Advisors, LLC | 14,039 | $262.5K | 0.02% | −5,727−29.0% | Reduced |
| Bayforest Capital Ltd | 14,243 | $266.3K | 0.20% | +14,243 | New |
| Man Group plc | 14,305 | $267.5K | 0.00% | −74,241−83.8% | Reduced |
| Virtu Financial LLC | 14,421 | $270.0K | 0.01% | +3,475+31.7% | Added |
| Inceptionr LLC | 14,935 | $279.3K | 0.08% | +14,935 | New |
| Moody National Bank Trust Division | 15,000 | $280.5K | 0.03% | −46−0.3% | Reduced |
| Sippican Capital Advisors | 15,831 | $296.0K | 0.19% | +89+0.6% | Added |
| Prelude Capital Management, LLC | 16,545 | $309.4K | 0.02% | −924−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 5,738 | $310.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,879 | $315.6K | 0.01% | +353+2.1% | Added |
| IFP Advisors, Inc | 16,934 | $316.7K | 0.01% | −197−1.1% | Reduced |
| Pathstone Holdings, LLC | 16,949 | $317.1K | 0.00% | −54,650−76.3% | Reduced |
| CI Private Wealth, LLC | 17,198 | $321.6K | 0.00% | −2,056−10.7% | Reduced |
| Quadrature Capital Ltd | 17,786 | $332.6K | 0.00% | +17,786 | New |
| Pictet Asset Management Holding SA | 18,828 | $352.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19,017 | $355.6K | 0.00% | +60+0.3% | Added |
| RSM US Wealth Management LLC | 19,421 | $364.7K | 0.00% | −1,439−6.9% | Reduced |
| STRS Ohio | 20,100 | $375.9K | 0.00% | +19,300+2,412.5% | Added |
| Patten Group, Inc. | 20,707 | $387.2K | 0.07% | +20,707 | New |
| Gsa Capital Partners LLP | 20,894 | $391.0K | 0.03% | −7,710−27.0% | Reduced |
| Aquatic Capital Management LLC | 21,127 | $395.1K | 0.01% | −52,067−71.1% | Reduced |
| Bank of Montreal | 21,328 | $398.8K | 0.00% | −2,885−11.9% | Reduced |
| Cetera Investment Advisers | 21,361 | $399.5K | 0.00% | −1,019−4.6% | Reduced |
| ProShare Advisors LLC | 22,211 | $415.3K | 0.00% | +687+3.2% | Added |
| Black Maple Capital Management LP | 23,000 | $430.1K | 0.32% | +23,000 | New |
| JustInvest LLC | 23,063 | $431.3K | 0.00% | −24,191−51.2% | Reduced |
| DRW Securities, LLC | 24,173 | $452.0K | 0.03% | +24,173 | New |
| KLP Kapitalforvaltning AS | 24,800 | $468.0K | 0.00% | −17,100−40.8% | Reduced |
| Vestcor Inc | 25,955 | $485.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 26,251 | $490.9K | 0.01% | +400+1.5% | Added |
| Sciencast Management LP | 26,407 | $493.8K | 0.07% | +26,407 | New |
| Quantinno Capital Management LP | 26,610 | $497.6K | 0.00% | −1,241−4.5% | Reduced |
| Natixis Advisors, L.P. | 26,866 | $502.0K | 0.00% | −35,941−57.2% | Reduced |
| Twinbeech Capital LP | 28,153 | $526.5K | 0.04% | +17,778+171.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,360 | $530.3K | 0.00% | −916−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 28,377 | $530.6K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 29,276 | $548.0K | 0.00% | −3,638−11.1% | Reduced |
| TCI Wealth Advisors, Inc. | 29,455 | $550.8K | 0.03% | −40.0% | Reduced |
| CWM Advisors, LLC | 29,542 | $552.4K | 0.05% | +7,548+34.3% | Added |
| Commons Capital, LLC | 31,250 | $584.4K | 0.41% | +31,250 | New |
| Arizona State Retirement System | 31,715 | $593.1K | 0.00% | −2,155−6.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 31,827 | $595.2K | 0.00% | +236+0.7% | Added |
| Guggenheim Capital LLC | 32,257 | $603.2K | 0.00% | +32,257 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,435 | $606.5K | 0.00% | +6,216+23.7% | Added |
| Yousif Capital Management, LLC | 33,980 | $619.5K | 0.01% | −4,446−11.6% | Reduced |
| Diversified Trust Co | 33,336 | $623.4K | 0.01% | +247+0.7% | Added |
| Amalgamated Bank | 33,375 | $624.0K | 0.00% | +64+0.2% | Added |
| GF Fund Management Co. Ltd. | 33,423 | $625.0K | 0.01% | +2,374+7.6% | Added |
| Schonfeld Strategic Advisors LLC | 33,749 | $631.1K | 0.00% | −2,741−7.5% | Reduced |
| Aventail Capital Group, LP | 33,882 | $633.6K | 0.04% | −7,768−18.7% | Reduced |
| Waldron Private Wealth LLC | 35,503 | $663.9K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 36,283 | $678.5K | 0.00% | −107,369−74.7% | Reduced |
| Unison Advisors LLC | 36,104 | $682.4K | 0.06% | +36,104 | New |
| Cerity Partners LLC | 36,532 | $683.1K | 0.00% | −5,751−13.6% | Reduced |
| Teacher Retirement System of Texas | 36,822 | $688.6K | 0.00% | −18,988−34.0% | Reduced |
| Brevan Howard Capital Management LP | 37,540 | $702.0K | 0.01% | −11,455−23.4% | Reduced |
| Laurion Capital Management LP | 37,576 | $702.7K | 0.05% | +37,576 | New |
| Neo Ivy Capital Management | 40,283 | $753.3K | 0.12% | +40,283 | New |
| US Bancorp | 41,508 | $776.2K | 0.00% | −7,434−15.2% | Reduced |
| LPL Financial LLC | 42,281 | $790.7K | 0.00% | −26,716−38.7% | Reduced |
| Royal Bank of Canada | 44,375 | $831.0K | 0.00% | −191,331−81.2% | Reduced |
| VARCOV Co. | 44,750 | $836.8K | 0.33% | +44,750 | New |
| Landscape Capital Management, L.L.C. | 44,809 | $837.9K | 0.06% | +44,809 | New |
| Janus Henderson Group PLC | 45,362 | $847.8K | 0.00% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 46,277 | $865.4K | 0.10% | +269+0.6% | Added |
| Summit Global Investments | 46,417 | $868.0K | 0.05% | +489+1.1% | Added |
| Bridgewater Associates, LP | 47,514 | $888.5K | 0.00% | −434,636−90.1% | Reduced |