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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 116,638 | $2.18M | 0.00% | −6,217−5.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 114,609 | $2.14M | 0.01% | +56,160+96.1% | Added |
| California State Teachers Retirement System | 109,903 | $2.06M | 0.00% | −101−0.1% | Reduced |
| Deutsche Bank AG | 108,278 | $2.02M | 0.00% | +1,721+1.6% | Added |
| Weiss Asset Management LP | 107,227 | $2.01M | 0.03% | +107,227 | New |
| Great West Life Assurance Co | 101,932 | $1.91M | 0.00% | 00.0% | Unchanged |
| Congress Asset Management Co | 98,924 | $1.85M | 0.01% | −1,113,851−91.8% | Reduced |
| NFJ Investment Group, LLC | 96,937 | $1.81M | 0.07% | −4,255−4.2% | Reduced |
| Comerica Bank | 85,184 | $1.59M | 0.01% | −32,340−27.5% | Reduced |
| Franklin Resources Inc | 84,837 | $1.59M | 0.00% | +15,519+22.4% | Added |
| Meeder Asset Management Inc | 83,824 | $1.57M | 0.08% | +39,123+87.5% | Added |
| Nisa Investment Advisors, LLC | 82,587 | $1.56M | 0.01% | −7,533−8.4% | Reduced |
| Quest Partners LLC | 83,220 | $1.56M | 0.09% | +80,727+3,238.1% | Added |
| Voya Investment Management LLC | 83,097 | $1.55M | 0.00% | +837+1.0% | Added |
| Collar Capital Management, LLC | 81,529 | $1.52M | 1.02% | +182+0.2% | Added |
| Mercer Global Advisors Inc | 81,217 | $1.52M | 0.00% | −2,235−2.7% | Reduced |
| Graham Capital Management, L.P. | 80,459 | $1.50M | 0.05% | +67,477+519.8% | Added |
| Ironwood Investment Management LLC | 80,090 | $1.50M | 0.63% | +23,600+41.8% | Added |
| Campbell & CO Investment Adviser LLC | 79,458 | $1.49M | 0.07% | +79,458 | New |
| State of Tennessee, Treasury Department | 75,969 | $1.48M | 0.00% | +48,270+174.3% | Added |
| Hudson Bay Capital Management LP | 77,520 | $1.45M | 0.01% | +77,520 | New |
| Massachusetts Financial Services Co | 76,367 | $1.43M | 0.00% | −2,527−3.2% | Reduced |
| Dana Investment Advisors, Inc. | 74,968 | $1.40M | 0.04% | +34,278+84.2% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.39M | 0.52% | 00.0% | Unchanged |
| Stifel Financial Corp | 72,016 | $1.35M | 0.00% | +51,140+245.0% | Added |
| Winton Group Ltd | 71,655 | $1.34M | 0.05% | +22,220+44.9% | Added |
| Fox Run Management, L.L.C. | 70,806 | $1.32M | 0.20% | +70,806 | New |
| BNP Paribas Arbitrage, SA | 67,401 | $1.26M | 0.00% | +36,338+117.0% | Added |
| Aigen Investment Management, LP | 67,059 | $1.25M | 0.29% | +67,059 | New |
| Verition Fund Management LLC | 66,878 | $1.25M | 0.01% | −313,288−82.4% | Reduced |
| Highbridge Capital Management LLC | 66,000 | $1.23M | 0.06% | +16,000+32.0% | Added |
| XTX Topco Ltd | 64,010 | $1.20M | 0.03% | +27,758+76.6% | Added |
| MetLife Investment Management | 63,012 | $1.18M | 0.01% | −4,814−7.1% | Reduced |
| State of Alaska, Department of Revenue | 62,335 | $1.17M | 0.01% | +423+0.7% | Added |
| Jain Global LLC | 60,884 | $1.14M | 0.01% | +60,884 | New |
| PDT Partners, LLC | 59,994 | $1.12M | 0.07% | −49,609−45.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 58,618 | $1.10M | 0.00% | +58,618 | New |
| Exchange Traded Concepts, LLC | 58,143 | $1.09M | 0.01% | +15,433+36.1% | Added |
| Illinois Municipal Retirement Fund | 58,099 | $1.09M | 0.01% | −4,432−7.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 56,274 | $1.05M | 0.00% | +3,228+6.1% | Added |
| Jefferies Financial Group Inc. | 54,982 | $1.03M | 0.01% | +54,982 | New |
| Manufacturers Life Insurance Company, The | 52,808 | $987.5K | 0.00% | −2,635−4.8% | Reduced |
| Louisiana State Employees Retirement System | 52,500 | $981.8K | 0.02% | −300−0.6% | Reduced |
| Cresset Asset Management, LLC | 49,023 | $926.4K | 0.00% | +1,473+3.1% | Added |
| Natixis | 48,800 | $912.6K | 0.00% | +48,800 | New |
| Bridgewater Associates, LP | 47,514 | $888.5K | 0.00% | −434,636−90.1% | Reduced |
| Summit Global Investments | 46,417 | $868.0K | 0.05% | +489+1.1% | Added |
| Sendero Wealth Management, LLC | 46,277 | $865.4K | 0.10% | +269+0.6% | Added |
| Janus Henderson Group PLC | 45,362 | $847.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 44,809 | $837.9K | 0.06% | +44,809 | New |
| VARCOV Co. | 44,750 | $836.8K | 0.33% | +44,750 | New |
| Royal Bank of Canada | 44,375 | $831.0K | 0.00% | −191,331−81.2% | Reduced |
| LPL Financial LLC | 42,281 | $790.7K | 0.00% | −26,716−38.7% | Reduced |
| US Bancorp | 41,508 | $776.2K | 0.00% | −7,434−15.2% | Reduced |
| Neo Ivy Capital Management | 40,283 | $753.3K | 0.12% | +40,283 | New |
| Laurion Capital Management LP | 37,576 | $702.7K | 0.05% | +37,576 | New |
| Brevan Howard Capital Management LP | 37,540 | $702.0K | 0.01% | −11,455−23.4% | Reduced |
| Teacher Retirement System of Texas | 36,822 | $688.6K | 0.00% | −18,988−34.0% | Reduced |
| Cerity Partners LLC | 36,532 | $683.1K | 0.00% | −5,751−13.6% | Reduced |
| Unison Advisors LLC | 36,104 | $682.4K | 0.06% | +36,104 | New |
| Citigroup Inc | 36,283 | $678.5K | 0.00% | −107,369−74.7% | Reduced |
| Waldron Private Wealth LLC | 35,503 | $663.9K | 0.03% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 33,882 | $633.6K | 0.04% | −7,768−18.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,749 | $631.1K | 0.00% | −2,741−7.5% | Reduced |
| GF Fund Management Co. Ltd. | 33,423 | $625.0K | 0.01% | +2,374+7.6% | Added |
| Amalgamated Bank | 33,375 | $624.0K | 0.00% | +64+0.2% | Added |
| Diversified Trust Co | 33,336 | $623.4K | 0.01% | +247+0.7% | Added |
| Yousif Capital Management, LLC | 33,980 | $619.5K | 0.01% | −4,446−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,435 | $606.5K | 0.00% | +6,216+23.7% | Added |
| Guggenheim Capital LLC | 32,257 | $603.2K | 0.00% | +32,257 | New |
| Police & Firemen's Retirement System of New Jersey | 31,827 | $595.2K | 0.00% | +236+0.7% | Added |
| Arizona State Retirement System | 31,715 | $593.1K | 0.00% | −2,155−6.4% | Reduced |
| Commons Capital, LLC | 31,250 | $584.4K | 0.41% | +31,250 | New |
| CWM Advisors, LLC | 29,542 | $552.4K | 0.05% | +7,548+34.3% | Added |
| TCI Wealth Advisors, Inc. | 29,455 | $550.8K | 0.03% | −40.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,276 | $548.0K | 0.00% | −3,638−11.1% | Reduced |
| State Board of Administration of Florida Retirement System | 28,377 | $530.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,360 | $530.3K | 0.00% | −916−3.1% | Reduced |
| Twinbeech Capital LP | 28,153 | $526.5K | 0.04% | +17,778+171.4% | Added |
| Natixis Advisors, L.P. | 26,866 | $502.0K | 0.00% | −35,941−57.2% | Reduced |
| Quantinno Capital Management LP | 26,610 | $497.6K | 0.00% | −1,241−4.5% | Reduced |
| Sciencast Management LP | 26,407 | $493.8K | 0.07% | +26,407 | New |
| Oregon Public Employees Retirement Fund | 26,251 | $490.9K | 0.01% | +400+1.5% | Added |
| Vestcor Inc | 25,955 | $485.0K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 24,800 | $468.0K | 0.00% | −17,100−40.8% | Reduced |
| DRW Securities, LLC | 24,173 | $452.0K | 0.03% | +24,173 | New |
| JustInvest LLC | 23,063 | $431.3K | 0.00% | −24,191−51.2% | Reduced |
| Black Maple Capital Management LP | 23,000 | $430.1K | 0.32% | +23,000 | New |
| ProShare Advisors LLC | 22,211 | $415.3K | 0.00% | +687+3.2% | Added |
| Cetera Investment Advisers | 21,361 | $399.5K | 0.00% | −1,019−4.6% | Reduced |
| Bank of Montreal | 21,328 | $398.8K | 0.00% | −2,885−11.9% | Reduced |
| Aquatic Capital Management LLC | 21,127 | $395.1K | 0.01% | −52,067−71.1% | Reduced |
| Gsa Capital Partners LLP | 20,894 | $391.0K | 0.03% | −7,710−27.0% | Reduced |
| Patten Group, Inc. | 20,707 | $387.2K | 0.07% | +20,707 | New |
| STRS Ohio | 20,100 | $375.9K | 0.00% | +19,300+2,412.5% | Added |
| RSM US Wealth Management LLC | 19,421 | $364.7K | 0.00% | −1,439−6.9% | Reduced |
| Lazard Asset Management LLC | 19,017 | $355.6K | 0.00% | +60+0.3% | Added |
| Pictet Asset Management Holding SA | 18,828 | $352.1K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 17,786 | $332.6K | 0.00% | +17,786 | New |
| CI Private Wealth, LLC | 17,198 | $321.6K | 0.00% | −2,056−10.7% | Reduced |