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 |
|---|---|---|---|---|---|
| Natixis | 48,800 | $912.6K | 0.00% | +48,800 | New |
| Cresset Asset Management, LLC | 49,023 | $926.4K | 0.00% | +1,473+3.1% | Added |
| Louisiana State Employees Retirement System | 52,500 | $981.8K | 0.02% | −300−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 52,808 | $987.5K | 0.00% | −2,635−4.8% | Reduced |
| Jefferies Financial Group Inc. | 54,982 | $1.03M | 0.01% | +54,982 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 56,274 | $1.05M | 0.00% | +3,228+6.1% | Added |
| Illinois Municipal Retirement Fund | 58,099 | $1.09M | 0.01% | −4,432−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 58,143 | $1.09M | 0.01% | +15,433+36.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 58,618 | $1.10M | 0.00% | +58,618 | New |
| PDT Partners, LLC | 59,994 | $1.12M | 0.07% | −49,609−45.3% | Reduced |
| Jain Global LLC | 60,884 | $1.14M | 0.01% | +60,884 | New |
| State of Alaska, Department of Revenue | 62,335 | $1.17M | 0.01% | +423+0.7% | Added |
| MetLife Investment Management | 63,012 | $1.18M | 0.01% | −4,814−7.1% | Reduced |
| XTX Topco Ltd | 64,010 | $1.20M | 0.03% | +27,758+76.6% | Added |
| Highbridge Capital Management LLC | 66,000 | $1.23M | 0.06% | +16,000+32.0% | Added |
| Verition Fund Management LLC | 66,878 | $1.25M | 0.01% | −313,288−82.4% | Reduced |
| Aigen Investment Management, LP | 67,059 | $1.25M | 0.29% | +67,059 | New |
| BNP Paribas Arbitrage, SA | 67,401 | $1.26M | 0.00% | +36,338+117.0% | Added |
| Fox Run Management, L.L.C. | 70,806 | $1.32M | 0.20% | +70,806 | New |
| Winton Group Ltd | 71,655 | $1.34M | 0.05% | +22,220+44.9% | Added |
| Stifel Financial Corp | 72,016 | $1.35M | 0.00% | +51,140+245.0% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.39M | 0.52% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 74,968 | $1.40M | 0.04% | +34,278+84.2% | Added |
| Massachusetts Financial Services Co | 76,367 | $1.43M | 0.00% | −2,527−3.2% | Reduced |
| Hudson Bay Capital Management LP | 77,520 | $1.45M | 0.01% | +77,520 | New |
| State of Tennessee, Treasury Department | 75,969 | $1.48M | 0.00% | +48,270+174.3% | Added |
| Campbell & CO Investment Adviser LLC | 79,458 | $1.49M | 0.07% | +79,458 | New |
| Ironwood Investment Management LLC | 80,090 | $1.50M | 0.63% | +23,600+41.8% | Added |
| Graham Capital Management, L.P. | 80,459 | $1.50M | 0.05% | +67,477+519.8% | Added |
| Mercer Global Advisors Inc | 81,217 | $1.52M | 0.00% | −2,235−2.7% | Reduced |
| Collar Capital Management, LLC | 81,529 | $1.52M | 1.02% | +182+0.2% | Added |
| Voya Investment Management LLC | 83,097 | $1.55M | 0.00% | +837+1.0% | Added |
| Quest Partners LLC | 83,220 | $1.56M | 0.09% | +80,727+3,238.1% | Added |
| Nisa Investment Advisors, LLC | 82,587 | $1.56M | 0.01% | −7,533−8.4% | Reduced |
| Meeder Asset Management Inc | 83,824 | $1.57M | 0.08% | +39,123+87.5% | Added |
| Franklin Resources Inc | 84,837 | $1.59M | 0.00% | +15,519+22.4% | Added |
| Comerica Bank | 85,184 | $1.59M | 0.01% | −32,340−27.5% | Reduced |
| NFJ Investment Group, LLC | 96,937 | $1.81M | 0.07% | −4,255−4.2% | Reduced |
| Congress Asset Management Co | 98,924 | $1.85M | 0.01% | −1,113,851−91.8% | Reduced |
| Great West Life Assurance Co | 101,932 | $1.91M | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 107,227 | $2.01M | 0.03% | +107,227 | New |
| Deutsche Bank AG | 108,278 | $2.02M | 0.00% | +1,721+1.6% | Added |
| California State Teachers Retirement System | 109,903 | $2.06M | 0.00% | −101−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 114,609 | $2.14M | 0.01% | +56,160+96.1% | Added |
| Holocene Advisors, LP | 116,638 | $2.18M | 0.00% | −6,217−5.1% | Reduced |
| Price T Rowe Associates Inc | 117,244 | $2.19M | 0.00% | +6,525+5.9% | Added |
| CoreCommodity Management, LLC | 117,556 | $2.20M | 0.46% | −6,706−5.4% | Reduced |
| Thrivent Financial for Lutherans | 119,093 | $2.23M | 0.00% | +28,472+31.4% | Added |
| FMR LLC | 124,165 | $2.32M | 0.00% | +99,479+403.0% | Added |
| Empowered Funds, LLC | 125,993 | $2.36M | 0.04% | +85,674+212.5% | Added |
| Woodline Partners LP | 126,475 | $2.37M | 0.01% | −2,303,043−94.8% | Reduced |
| Alliancebernstein L.P. | 127,557 | $2.39M | 0.00% | −15,348−10.7% | Reduced |
| Boston Partners | 129,305 | $2.42M | 0.00% | +21,485+19.9% | Added |
| Evoke Wealth, LLC | 130,844 | $2.47M | 0.05% | −2,536−1.9% | Reduced |
| Moody Aldrich Partners LLC | 132,709 | $2.48M | 0.46% | −14,435−9.8% | Reduced |
| Adams Wealth Management | 135,534 | $2.53M | 0.54% | +40,455+42.5% | Added |
| UBS Asset Management Americas Inc | 136,774 | $2.56M | 0.00% | −10,758−7.3% | Reduced |
| Prudential Financial Inc | 140,872 | $2.63M | 0.00% | −154,699−52.3% | Reduced |
| Segall Bryant & Hamill, LLC | 141,439 | $2.64M | 0.04% | −370−0.3% | Reduced |
| Intech Investment Management LLC | 142,051 | $2.66M | 0.02% | +88,952+167.5% | Added |
| Wellington Management Group LLP | 146,315 | $2.74M | 0.00% | +146,315 | New |
| New York State Teachers Retirement System | 149,037 | $2.79M | 0.01% | −831−0.6% | Reduced |
| SG Americas Securities, LLC | 150,329 | $2.81M | 0.00% | +110,735+279.7% | Added |
| Peregrine Capital Management LLC | 155,322 | $2.90M | 0.09% | −7,706−4.7% | Reduced |
| CacheTech Inc. | 156,553 | $2.93M | 0.54% | +52,877+51.0% | Added |
| Rafferty Asset Management, LLC | 166,554 | $3.11M | 0.01% | +6,744+4.2% | Added |
| HITE Hedge Asset Management LLC | 166,923 | $3.12M | 0.20% | −600−0.4% | Reduced |
| Creative Planning | 167,010 | $3.12M | 0.00% | +48,334+40.7% | Added |
| Raymond James Financial Inc | 168,152 | $3.14M | 0.00% | −312,765−65.0% | Reduced |
| Freestone Grove Partners LP | 168,844 | $3.16M | 0.02% | +149,390+767.9% | Added |
| Caxton Associates LLP | 192,051 | $3.59M | 0.07% | +55,527+40.7% | Added |
| HSBC Holdings PLC | 202,977 | $3.79M | 0.00% | +120,443+145.9% | Added |
| California Public Employees Retirement System | 204,526 | $3.82M | 0.00% | −337−0.2% | Reduced |
| Wells Fargo & Company | 212,840 | $3.98M | 0.00% | −66,585−23.8% | Reduced |
| CSM Advisors, LLC | 220,504 | $4.12M | 0.11% | +11,010+5.3% | Added |
| Engineers Gate Manager LP | 222,358 | $4.16M | 0.05% | +147,685+197.8% | Added |
| Swiss National Bank | 226,700 | $4.24M | 0.00% | +4,900+2.2% | Added |
| Standard Life Aberdeen plc | 242,523 | $4.54M | 0.01% | −340,129−58.4% | Reduced |
| Russell Investments Group, Ltd. | 250,409 | $4.68M | 0.01% | +24,321+10.8% | Added |
| Capital Fund Management S.A. | 253,069 | $4.73M | 0.04% | +33,235+15.1% | Added |
| Susquehanna International Group, LLP | 254,723 | $4.76M | 0.01% | +212,673+505.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 257,056 | $4.81M | 0.11% | +186,235+263.0% | Added |
| Two Sigma Investments, LP | 265,612 | $4.97M | 0.01% | +100,748+61.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 277,027 | $5.18M | 0.01% | +166,737+151.2% | Added |
| Legal & General Group Plc | 283,917 | $5.31M | 0.00% | −30,355−9.7% | Reduced |
| SEI Investments Co | 287,938 | $5.38M | 0.01% | −305,918−51.5% | Reduced |
| Barclays PLC | 289,198 | $5.41M | 0.00% | +4,582+1.6% | Added |
| Walleye Capital LLC | 298,476 | $5.58M | 0.03% | +298,476 | New |
| Denali Advisors LLC | 300,000 | $5.61M | 0.62% | +54,428+22.2% | Added |
| Baird Financial Group, Inc. | 305,063 | $5.70M | 0.01% | −78,682−20.5% | Reduced |
| Citadel Advisors LLC | 340,000 | $6.36M | 0.00% | +52,175+18.1% | Added |
| Aristeia Capital LLC | 354,788 | $6.63M | 0.19% | +342,566+2,802.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 362,741 | $6.80M | 0.01% | +107,975+42.4% | Added |
| Rhumbline Advisers | 377,853 | $7.07M | 0.01% | −11,454−2.9% | Reduced |
| Lighthouse Investment Partners, LLC | 382,502 | $7.15M | 0.24% | +197,509+106.8% | Added |
| Kennedy Capital Management, Inc. | 386,165 | $7.22M | 0.15% | −187,942−32.7% | Reduced |
| Public Sector Pension Investment Board | 396,514 | $7.41M | 0.02% | −51,922−11.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 397,039 | $7.42M | 0.69% | +77,638+24.3% | Added |
| Royce & Associates LP | 399,006 | $7.46M | 0.08% | +42,398+11.9% | Added |
| Envestnet Asset Management Inc | 399,304 | $7.47M | 0.00% | −193,636−32.7% | Reduced |