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 |
|---|---|---|---|---|---|
| LSV Asset Management | 415,900 | $7.78M | 0.02% | −28,400−6.4% | Reduced |
| SummitTX Capital, L.P. | 448,562 | $8.39M | 0.25% | +448,562 | New |
| Glenmede Trust Co NA | 449,851 | $8.41M | 0.04% | +449,851 | New |
| Corigliano Investment Advisers, LLC | 462,800 | $8.65M | 3.07% | +462,800 | New |
| AQR Capital Management LLC | 489,073 | $9.15M | 0.00% | +245,422+100.7% | Added |
| Panagora Asset Management Inc | 500,591 | $9.36M | 0.03% | +30,564+6.5% | Added |
| New York State Common Retirement Fund | 525,860 | $9.83M | 0.01% | +10,900+2.1% | Added |
| Ameriprise Financial Inc | 542,523 | $10.1M | 0.00% | +334+0.1% | Added |
| Principal Financial Group Inc | 545,954 | $10.2M | 0.01% | −9,069−1.6% | Reduced |
| Thomist Capital Management, LP | 552,905 | $10.4M | 2.83% | +552,905 | New |
| Hotchkis & Wiley Capital Management LLC | 564,730 | $10.6M | 0.03% | +78,550+16.2% | Added |
| Tudor Investment Corp Et Al | 566,057 | $10.6M | 0.06% | +566,057 | New |
| Canada Pension Plan Investment Board | 604,900 | $11.3M | 0.01% | +437,800+262.0% | Added |
| Wedge Capital Management L L P | 617,859 | $11.6M | 0.21% | +87,834+16.6% | Added |
| UBS Group AG | 666,070 | $12.5M | 0.00% | +124,448+23.0% | Added |
| Bank of New York Mellon Corp | 725,234 | $13.6M | 0.00% | −318,740−30.5% | Reduced |
| First Trust Advisors LP | 746,716 | $14.0M | 0.01% | −202,682−21.3% | Reduced |
| Invesco Ltd. | 762,389 | $14.3M | 0.00% | −1,560,676−67.2% | Reduced |
| Voloridge Investment Management, LLC | 784,784 | $14.7M | 0.05% | −96,438−10.9% | Reduced |
| Jane Street Group, LLC | 786,885 | $14.7M | 0.02% | +132,137+20.2% | Added |
| Victory Capital Management Inc | 816,893 | $15.3M | 0.01% | +210,077+34.6% | Added |
| Nuveen, LLC | 833,167 | $15.6M | 0.00% | −18,543−2.2% | Reduced |
| Fearnley Asset Management AS | 875,900 | $16.4M | 7.52% | +875,900 | New |
| Goldman Sachs Group Inc | 890,591 | $16.7M | 0.00% | −478,714−35.0% | Reduced |
| Fisher Asset Management, LLC | 944,067 | $17.7M | 0.01% | +47,735+5.3% | Added |
| Palisade Capital Management LLC | 988,641 | $18.5M | 0.55% | −171,200−14.8% | Reduced |
| Sagefield Capital LP | 1,084,205 | $20.3M | 1.72% | +1,084,205 | New |
| Algert Global LLC | 1,209,597 | $22.6M | 0.35% | +994,661+462.8% | Added |
| Northern Trust Corp | 1,228,309 | $23.0M | 0.00% | −75,997−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,374,143 | $25.7M | 0.00% | +19,878+1.5% | Added |
| Point72 Asset Management, L.P. | 1,394,033 | $26.1M | 0.04% | −403,887−22.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,412,606 | $26.4M | 0.02% | +993,346+236.9% | Added |
| Bank of America Corp | 1,420,743 | $26.6M | 0.00% | −335,753−19.1% | Reduced |
| Morgan Stanley | 1,706,953 | $31.9M | 0.00% | +400,089+30.6% | Added |
| Balyasny Asset Management LLC | 1,783,366 | $33.3M | 0.06% | +756,921+73.7% | Added |
| Alyeska Investment Group, L.P. | 2,271,757 | $42.5M | 0.12% | +1,654,891+268.3% | Added |
| Geode Capital Management, LLC | 2,721,147 | $50.9M | 0.00% | +56,187+2.1% | Added |
| Millennium Management LLC | 2,835,718 | $53.0M | 0.04% | +1,906,255+205.1% | Added |
| Nomura Asset Management International Inc. | 2,897,927 | $54.2M | 0.08% | +2,897,927 | New |
| JPMorgan Chase & Co | 3,063,740 | $57.3M | 0.00% | −363,186−10.6% | Reduced |
| American Century Companies Inc | 4,737,327 | $88.6M | 0.04% | +151,703+3.3% | Added |
| Dimensional Fund Advisors LP | 5,568,602 | $104.1M | 0.02% | −353,167−6.0% | Reduced |
| State Street Corp | 6,257,360 | $118.3M | 0.00% | +107,295+1.7% | Added |
| Vanguard Group Inc | 13,520,158 | $252.8M | 0.00% | −337,049−2.4% | Reduced |
| BlackRock, Inc. | 20,930,881 | $391.4M | 0.01% | +555,513+2.7% | Added |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −3,637,348−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −3,166,912−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −1,721,765−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −796,947−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −772,772−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −592,881−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −415,868−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −335,805−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −147,769−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −129,389−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −112,235−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −108,074−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −107,097−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −82,063−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −77,016−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −76,161−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −74,613−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −69,935−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −64,220−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −63,103−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −53,952−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −53,015−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −47,650−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −45,529−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −38,092−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −44,507−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −29,422−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −26,889−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −22,299−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −21,426−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,470−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,187−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −19,042−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −18,365−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −16,403−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −15,403−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,743−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −13,562−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −13,030−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −13,022−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −12,604−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −11,959−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −11,624−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,915−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −10,469−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −10,262−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,857−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −9,686−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −9,660−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,660−100.0% | Sold out |