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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −9,097−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −9,047−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −8,717−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −8,586−100.0% | Sold out |
| Stonehearth Capital Management, LLC | 0 | $0 | 0.00% | −8,465−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −8,419−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −8,023−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Westfuller Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |