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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 16,949 | $317.1K | 0.00% | −54,650−76.3% | Reduced |
| IFP Advisors, Inc | 16,934 | $316.7K | 0.01% | −197−1.1% | Reduced |
| Maryland State Retirement & Pension System | 16,879 | $315.6K | 0.01% | +353+2.1% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $310.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 16,545 | $309.4K | 0.02% | −924−5.3% | Reduced |
| Sippican Capital Advisors | 15,831 | $296.0K | 0.19% | +89+0.6% | Added |
| Moody National Bank Trust Division | 15,000 | $280.5K | 0.03% | −46−0.3% | Reduced |
| Inceptionr LLC | 14,935 | $279.3K | 0.08% | +14,935 | New |
| Virtu Financial LLC | 14,421 | $270.0K | 0.01% | +3,475+31.7% | Added |
| Man Group plc | 14,305 | $267.5K | 0.00% | −74,241−83.8% | Reduced |
| Bayforest Capital Ltd | 14,243 | $266.3K | 0.20% | +14,243 | New |
| Inspire Advisors, LLC | 14,039 | $262.5K | 0.02% | −5,727−29.0% | Reduced |
| Profund Advisors LLC | 13,996 | $261.7K | 0.01% | +13,996 | New |
| Public Employees Retirement Association of Colorado | 13,824 | $259.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,572 | $253.8K | 0.00% | −28,163−67.5% | Reduced |
| Bridgefront Capital, LLC | 13,160 | $246.1K | 0.06% | +3,336+34.0% | Added |
| Mutual of America Capital Management LLC | 13,093 | $244.8K | 0.00% | +216+1.7% | Added |
| Walleye Trading LLC | 12,995 | $243.0K | 0.00% | −6,739−34.1% | Reduced |
| Mangrove Partners | 12,953 | $242.2K | 0.02% | +12,953 | New |
| Blair William & Co | 12,829 | $239.9K | 0.00% | +72+0.6% | Added |
| Oxford Asset Management LLP | 12,568 | $235.0K | 0.08% | +12,568 | New |
| Dark Forest Capital Management LP | 12,298 | $230.0K | 0.01% | −111,090−90.0% | Reduced |
| R Squared Ltd | 12,260 | $229.3K | 0.11% | +12,260 | New |
| Capital Counsel LLC | 11,905 | $222.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,615 | $217.2K | 0.00% | −114,870−90.8% | Reduced |
| IMC-Chicago, LLC | 11,578 | $216.5K | 0.00% | +11,578 | New |
| CIBC Asset Management Inc | 11,291 | $211.1K | 0.00% | +11,291 | New |
| Texas Yale Capital Corp. | 11,169 | $208.9K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 10,848 | $202.9K | 0.03% | +10,848 | New |
| Gotham Asset Management, LLC | 10,840 | $202.7K | 0.00% | +559+5.4% | Added |
| Squarepoint Ops LLC | 10,757 | $201.2K | 0.00% | −27,116−71.6% | Reduced |
| CSS LLC | 10,244 | $191.6K | 0.01% | +10,244 | New |
| Ameritas Investment Partners, Inc. | 9,540 | $178.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,592 | $160.7K | 0.00% | −894−9.4% | Reduced |
| Virtus Investment Advisers, Inc. | 8,562 | $160.1K | 0.04% | +8,562 | New |
| Covestor Ltd | 7,964 | $149.0K | 0.08% | +1,858+30.4% | Added |
| Ensign Peak Advisors, Inc | 7,621 | $142.5K | 0.00% | −12,450−62.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,325 | $137.0K | 0.00% | −10,328−58.5% | Reduced |
| Acadian Asset Management LLC | 7,236 | $135.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,589 | $123.2K | 0.00% | −1,317−16.7% | Reduced |
| Leonteq Securities AG | 6,447 | $120.6K | 0.01% | +5,308+466.0% | Added |
| National Bank of Canada | 6,155 | $115.0K | 0.00% | +210+3.5% | Added |
| Byrne Asset Management LLC | 5,356 | $100.2K | 0.06% | +3,631+210.5% | Added |
| KBC Group NV | 3,790 | $71.0K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 3,000 | $69.4K | 0.06% | +3,000 | New |
| Hantz Financial Services, Inc. | 3,552 | $66.0K | 0.00% | +2,122+148.4% | Added |
| EMC Capital Management | 3,497 | $65.0K | 0.03% | −617−15.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,459 | $64.7K | 0.00% | −379−9.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,191 | $59.7K | 0.00% | −989−23.7% | Reduced |
| Legacy Wealth Managment, LLC | 2,873 | $53.7K | 0.03% | −552−16.1% | Reduced |
| Signaturefd, LLC | 2,831 | $52.9K | 0.00% | −225−7.4% | Reduced |
| State of Wyoming | 2,748 | $51.4K | 0.01% | +499+22.2% | Added |
| CWM, LLC | 2,426 | $45.0K | 0.00% | −3,822−61.2% | Reduced |
| GAMMA Investing LLC | 2,262 | $42.3K | 0.00% | −4,603−67.1% | Reduced |
| Jones Financial Companies LLLP | 2,181 | $40.8K | 0.00% | +981+81.8% | Added |
| Versant Capital Management, Inc | 2,051 | $38.4K | 0.00% | +275+15.5% | Added |
| Harbor Capital Advisors, Inc. | 1,976 | $37.0K | 0.00% | −34−1.7% | Reduced |
| Umb Bank N A | 1,911 | $35.7K | 0.00% | +967+102.4% | Added |
| First Horizon Corp | 1,860 | $34.8K | 0.00% | +678+57.4% | Added |
| Smartleaf Asset Management LLC | 1,847 | $34.7K | 0.00% | −187−9.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,560 | $29.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,435 | $26.8K | 0.01% | −2,625−64.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,400 | $26.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,386 | $25.9K | 0.00% | +535+62.9% | Added |
| SBI Securities Co., Ltd. | 1,373 | $25.7K | 0.00% | +1,360+10,461.5% | Added |
| NBC Securities, Inc. | 1,347 | $25.2K | 0.00% | +830+160.5% | Added |
| Fifth Third Bancorp | 1,158 | $21.7K | 0.00% | +143+14.1% | Added |
| Quadrant Capital Group LLC | 1,095 | $20.5K | 0.00% | −2,645−70.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,055 | $19.7K | 0.00% | +1,055 | New |
| Farther Finance Advisors, LLC | 1,025 | $19.2K | 0.00% | −237−18.8% | Reduced |
| Advisors Asset Management, Inc. | 881 | $16.5K | 0.00% | +881 | New |
| Rockefeller Capital Management L.P. | 876 | $16.4K | 0.00% | −553−38.7% | Reduced |
| Global Wealth Strategies & Associates | 795 | $14.9K | 0.00% | +8+1.0% | Added |
| Huntington National Bank | 752 | $14.1K | 0.00% | +303+67.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 749 | $14.0K | 0.00% | +749 | New |
| Los Angeles Capital Management LLC | 660 | $13.6K | 0.00% | +660 | New |
| Northwestern Mutual Wealth Management Co | 723 | $13.5K | 0.00% | +22+3.1% | Added |
| Massmutual Trust Co FSB | 542 | $10.1K | 0.00% | −1,394−72.0% | Reduced |
| International Assets Investment Management, LLC | 536 | $10.0K | 0.00% | +536 | New |
| Group One Trading, L.P. | 507 | $9.48K | 0.00% | +507 | New |
| Strategic Advocates LLC | 434 | $8.15K | 0.00% | +223+105.7% | Added |
| Allworth Financial LP | 414 | $7.74K | 0.00% | +96+30.2% | Added |
| SRS Capital Advisors, Inc. | 400 | $7.48K | 0.00% | −352−46.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 363 | $6.79K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 360 | $6.73K | 0.00% | +190+111.8% | Added |
| Salomon & Ludwin, LLC | 351 | $6.53K | 0.00% | −16−4.4% | Reduced |
| SageView Advisory Group, LLC | 292 | $5.46K | 0.00% | +292 | New |
| Bessemer Group Inc | 247 | $5.00K | 0.00% | −4,874−95.2% | Reduced |
| EverSource Wealth Advisors, LLC | 261 | $4.88K | 0.00% | −616−70.2% | Reduced |
| Park Square Financial Group, LLC | 121 | $4.69K | 0.03% | +121 | New |
| Larson Financial Group LLC | 241 | $4.51K | 0.00% | +36+17.6% | Added |
| Brown Brothers Harriman & Co | 229 | $4.28K | 0.00% | +229 | New |
| Crewe Advisors LLC | 217 | $4.06K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 201 | $3.76K | 0.00% | −865−81.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 201 | $3.76K | 0.00% | −17−7.8% | Reduced |
| DV Equities, LLC | 200 | $3.74K | 0.00% | +200 | New |
| GWM Advisors LLC | 189 | $3.53K | 0.00% | −3,110−94.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 173 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $2.82K | 0.00% | −30−16.6% | Reduced |
| Parallel Advisors, LLC | 116 | $2.17K | 0.00% | −1,062−90.2% | Reduced |