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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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in SM Energy Co as of Mar 31, 2026. 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
514
+175 vs. Q4 2025
Shares held
227.2M
+128.2M (+129.5%) vs. Q4 2025
Total value
$7.08B
+$5.23B (+282.3%) vs. Q4 2025
New holders
226
214 more added
Sold out
51
56 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 514 institutions
Q1 2021: 184 institutionsQ2 2021: 226 institutionsQ3 2021: 238 institutionsQ4 2021: 262 institutionsQ1 2022: 302 institutionsQ2 2022: 310 institutionsQ3 2022: 310 institutionsQ4 2022: 342 institutionsQ1 2023: 296 institutionsQ2 2023: 309 institutionsQ3 2023: 373 institutionsQ4 2023: 370 institutionsQ1 2024: 390 institutionsQ2 2024: 422 institutionsQ3 2024: 420 institutionsQ4 2024: 426 institutionsQ1 2025: 404 institutionsQ2 2025: 372 institutionsQ3 2025: 383 institutionsQ4 2025: 345 institutionsQ1 2026: 514 institutionsQ2 2026: 498 institutions
Value heldQ1 2026: $7.08B
Q1 2021: $1.62BQ2 2021: $2.53BQ3 2021: $2.74BQ4 2021: $3.05BQ1 2022: $4.08BQ2 2022: $3.71BQ3 2022: $4.13BQ4 2022: $3.90BQ1 2023: $3.04BQ2 2023: $3.44BQ3 2023: $4.21BQ4 2023: $4.25BQ1 2024: $5.71BQ2 2024: $4.92BQ3 2024: $4.66BQ4 2024: $4.47BQ1 2025: $3.48BQ2 2025: $2.83BQ3 2025: $2.93BQ4 2025: $2.11BQ1 2026: $7.08BQ2 2026: $6.01B
Institutions holding SM and their total value by quarter
QuarterHoldersValue
Q2 2026498$6.01B
Q1 2026514$7.08B
Q4 2025345$2.11B
Q3 2025383$2.93B
Q2 2025372$2.83B
Q1 2025404$3.48B
Q4 2024426$4.47B
Q3 2024420$4.66B
Q2 2024422$4.92B
Q1 2024390$5.71B
Q4 2023370$4.25B
Q3 2023373$4.21B
Q2 2023309$3.44B
Q1 2023296$3.04B
Q4 2022342$3.90B
Q3 2022310$4.13B
Q2 2022310$3.71B
Q1 2022302$4.08B
Q4 2021262$3.05B
Q3 2021238$2.74B
Q2 2021226$2.53B
Q1 2021184$1.62B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q4 2025.

Institutions holding SM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.38,431,787$1.20B0.02%+17,500,906+83.6%Added
Vanguard Portfolio Management LLC15,234,489$475.0M0.02%+15,234,489New
Canada Pension Plan Investment Board14,493,791$451.9M0.29%+13,888,891+2,296.1%Added
State Street Corp12,495,962$389.6M0.01%+6,238,602+99.7%Added
Aristeia Capital LLC10,841,846$338.0M7.76%+10,487,058+2,955.9%Added
Vanguard Capital Management LLC10,537,773$328.6M0.01%+10,537,773New
Dimensional Fund Advisors LP9,995,353$311.7M0.06%+4,426,751+79.5%Added
American Century Companies Inc8,923,624$278.2M0.14%+4,186,297+88.4%Added
Donald Smith & Co., Inc.7,208,899$224.8M4.04%+7,208,899New
Geode Capital Management, LLC5,698,553$177.7M0.01%+2,977,406+109.4%Added
Millennium Management LLC5,032,906$156.9M0.12%+2,197,188+77.5%Added
JPMorgan Chase & Co4,051,222$130.2M0.01%+987,482+32.2%Added
FMR LLC4,018,416$125.3M0.01%+3,894,251+3,136.4%Added
Morgan Stanley3,511,681$109.5M0.01%+1,804,728+105.7%Added
Nomura Asset Management International Inc.2,942,244$91.7M0.16%+44,317+1.5%Added
Charles Schwab Investment Management Inc2,899,774$90.4M0.01%+1,525,631+111.0%Added
Wellington Management Group LLP2,749,950$85.7M0.02%+2,603,635+1,779.5%Added
Mackenzie Financial Corp2,676,731$83.5M0.10%+2,676,731New
Northern Trust Corp2,654,611$82.8M0.01%+1,426,302+116.1%Added
Goldman Sachs Group Inc2,408,516$75.1M0.01%+1,517,925+170.4%Added
Nuveen, LLC2,360,486$73.6M0.02%+1,527,319+183.3%Added
UBS Group AG2,079,848$64.8M0.01%+1,413,778+212.3%Added
Vanguard Fiduciary Trust Co1,485,194$46.3M0.01%+1,485,194New
Bank of New York Mellon Corp1,417,686$44.2M0.01%+692,452+95.5%Added
Fearnley Asset Management AS1,389,562$43.3M14.16%+513,662+58.6%Added
First Trust Advisors LP1,290,485$40.2M0.03%+543,769+72.8%Added
Webs Creek Capital Management LP1,285,300$40.1M6.94%+1,285,300New
Bank of America Corp1,261,194$39.3M0.00%−159,549−11.2%Reduced
Gotham Asset Management, LLC1,228,384$38.3M0.12%+1,217,544+11,232.0%Added
Invesco Ltd.1,136,724$35.4M0.00%+374,335+49.1%Added
Victory Capital Management Inc1,126,394$35.1M0.02%+309,501+37.9%Added
Principal Financial Group Inc1,101,082$34.3M0.02%+555,128+101.7%Added
AQR Capital Management LLC1,078,990$33.6M0.02%+589,917+120.6%Added
Fisher Asset Management, LLC981,392$30.6M0.01%+37,325+4.0%Added
Palisade Capital Management LLC972,255$30.3M1.01%−16,386−1.7%Reduced
Squarepoint Ops LLC909,599$28.4M0.06%+898,842+8,355.9%Added
Public Sector Pension Investment Board809,815$25.3M0.08%+413,301+104.2%Added
Ameriprise Financial Inc772,243$24.3M0.01%+229,720+42.3%Added
Rhumbline Advisers735,782$22.9M0.02%+357,929+94.7%Added
Lighthouse Investment Partners, LLC731,625$22.8M0.86%+349,123+91.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC716,918$22.4M0.06%+716,918New
Kennedy Capital Management, Inc.701,859$21.9M0.46%+315,694+81.8%Added
Encompass Capital Advisors LLC697,800$21.8M0.89%+697,800New
Susquehanna International Group, LLP626,124$19.5M0.03%+371,401+145.8%Added
Panagora Asset Management Inc625,612$19.5M0.07%+125,021+25.0%Added
Whitebox Advisors LLC602,301$18.8M0.27%+602,301New
Glenmede Trust Co NA597,420$18.6M0.09%+147,569+32.8%Added
Corigliano Investment Advisers, LLC560,000$17.5M6.82%+97,200+21.0%Added
Aegis Financial Corp551,769$17.2M2.96%+551,769New
Alyeska Investment Group, L.P.545,386$17.0M0.05%−1,726,371−76.0%Reduced
New York State Common Retirement Fund537,260$16.8M0.02%+11,400+2.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH535,533$16.7M0.03%+172,792+47.6%Added
Zimmer Partners, LP532,500$16.6M0.41%+532,500New
Hotchkis & Wiley Capital Management LLC504,884$15.7M0.05%−59,846−10.6%Reduced
Sagefield Capital LP491,296$15.3M1.10%−592,909−54.7%Reduced
Goehring & Rozencwajg Associates, LLC487,730$15.2M0.82%+487,730New
Tudor Investment Corp Et Al484,049$15.1M0.08%−82,008−14.5%Reduced
Legal & General Group Plc476,140$14.8M0.00%+192,223+67.7%Added
California Public Employees Retirement System475,818$14.8M0.01%+271,292+132.6%Added
Pekin Hardy Strauss, Inc.469,785$14.6M1.53%+72,746+18.3%Added
CLG LLC466,175$14.5M3.61%+466,175New
Envestnet Asset Management Inc465,495$14.5M0.00%+66,191+16.6%Added
Steward Partners Investment Advisory, LLC457,333$14.3M0.07%+457,132+227,428.9%Added
Capital Fund Management S.A.426,570$13.3M0.12%+173,501+68.6%Added
Leeward Investments, LLC - MA426,525$13.3M0.66%+426,525New
Swiss National Bank424,233$13.2M0.01%+197,533+87.1%Added
Barclays PLC418,552$13.1M0.00%+129,354+44.7%Added
Creative Planning403,351$12.6M0.01%+236,341+141.5%Added
Russell Investments Group, Ltd.383,179$12.0M0.01%+132,770+53.0%Added
Baird Financial Group, Inc.383,177$11.9M0.02%+78,114+25.6%Added
SEI Investments Co377,939$11.8M0.01%+90,001+31.3%Added
Royce & Associates LP362,264$11.3M0.11%−36,742−9.2%Reduced
Prudential Financial Inc317,053$9.89M0.01%+176,181+125.1%Added
UBS Asset Management Americas Inc313,527$9.78M0.00%+176,753+129.2%Added
Adage Capital Partners GP, L.L.C.300,000$9.35M0.01%+300,000New
Price T Rowe Associates Inc280,816$8.76M0.00%+163,572+139.5%Added
Rafferty Asset Management, LLC272,187$8.49M0.03%+105,633+63.4%Added
CSM Advisors, LLC259,682$8.10M0.20%+39,178+17.8%Added
Qube Research & Technologies Ltd256,345$7.99M0.01%+256,345New
ExodusPoint Capital Management, LP256,050$7.98M0.08%+256,050New
Wells Fargo & Company252,113$7.86M0.00%+39,273+18.5%Added
California State Teachers Retirement System250,381$7.81M0.01%+140,478+127.8%Added
Arrowstreet Capital, Limited Partnership247,820$7.73M0.00%+247,820New
Alliancebernstein L.P.406,663$7.60M0.00%+279,106+218.8%Added
Mitsubishi UFJ Trust & Banking Corp243,879$7.60M0.02%+129,270+112.8%Added
Tiptree Advisors, LLC240,000$7.48M4.34%+240,000New
Truffle Hound Capital, LLC240,000$7.48M4.59%+240,000New
Deutsche Bank AG236,929$7.39M0.00%+128,651+118.8%Added
LSV Asset Management232,701$7.26M0.02%−183,199−44.0%Reduced
New York State Teachers Retirement System232,011$7.23M0.01%+82,974+55.7%Added
Segall Bryant & Hamill, LLC223,193$6.96M0.10%+81,754+57.8%Added
Colony Group, LLC214,973$6.70M0.01%+214,973New
CoreCommodity Management, LLC210,852$6.57M1.22%+93,296+79.4%Added
Plustick Management LLC210,000$6.55M3.16%+210,000New
Algert Global LLC208,832$6.51M0.10%−1,000,765−82.7%Reduced
Caxton Associates LLP208,662$6.51M0.15%+16,611+8.6%Added
Denali Advisors LLC202,800$6.32M0.70%−97,200−32.4%Reduced
Man Group plc202,163$6.30M0.01%+187,858+1,313.2%Added
Qsemble Capital Management, LP197,698$6.16M0.47%+197,698New
Thrivent Financial for Lutherans191,462$5.97M0.01%+72,369+60.8%Added