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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 111 | $2.08K | 0.00% | −59−34.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 105 | $1.96K | 0.00% | +105 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $1.88K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $1.87K | 0.00% | +100 | New |
| Rialto Wealth Management, LLC | 99 | $1.85K | 0.00% | −4−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $1.40K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 75 | $1.40K | 0.00% | +22+41.5% | Added |
| AdvisorNet Financial, Inc | 58 | $1.08K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 55 | $1.03K | 0.00% | −146−72.6% | Reduced |
| Sound Income Strategies, LLC | 53 | $958 | 0.00% | +53 | New |
| Private Wealth Management Group, LLC | 51 | $954 | 0.00% | −139−73.2% | Reduced |
| Addison Advisors LLC | 50 | $935 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 42 | $785 | 0.00% | +42 | New |
| Root Financial Partners, LLC | 41 | $767 | 0.00% | −104−71.7% | Reduced |
| Archer Investment Corp | 40 | $748 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 38 | $711 | 0.00% | −42−52.5% | Reduced |
| True Wealth Design, LLC | 33 | $620 | 0.00% | −47−58.8% | Reduced |
| Solstein Capital, LLC | 33 | $617 | 0.00% | +33 | New |
| Vermillion Wealth Management, Inc. | 31 | $585 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $567 | 0.00% | +28+1,400.0% | Added |
| Picton Mahoney Asset Management | 29 | $542 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $487 | 0.00% | −448−94.5% | Reduced |
| Torren Management, LLC | 18 | $345 | 0.00% | +18 | New |
| WealthCollab, LLC | 18 | $337 | 0.00% | +18 | New |
| Trust Co | 17 | $318 | 0.00% | +17 | New |
| Ankerstar Wealth, LLC | 15 | $285 | 0.00% | +15 | New |
| MV Capital Management, Inc. | 15 | $281 | 0.00% | −112−88.2% | Reduced |
| Cedar Mountain Advisors, LLC | 15 | $281 | 0.00% | −19−55.9% | Reduced |
| Creative Financial Designs Inc | 15 | $281 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $225 | 0.00% | +12 | New |
| Gilpin Wealth Management, LLC | 10 | $187 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 9 | $168 | 0.00% | −648−98.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $95 | 0.00% | −4−44.4% | Reduced |
| Evermay Wealth Management LLC | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $58 | 0.00% | +3 | New |
| Quent Capital, LLC | 3 | $52 | 0.00% | −52−94.5% | Reduced |
| HFM Investment Advisors, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $19 | 0.00% | −23−95.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $19 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −23−92.0% | Reduced |
| Avion Wealth | 28 | $0 | 0.00% | −37−56.9% | Reduced |
| 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 |