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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 498 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 38,431,787 | $1.20B | 0.02% | +17,500,906+83.6% | Added |
| Vanguard Portfolio Management LLC | 15,234,489 | $475.0M | 0.02% | +15,234,489 | New |
| Canada Pension Plan Investment Board | 14,493,791 | $451.9M | 0.29% | +13,888,891+2,296.1% | Added |
| State Street Corp | 12,495,962 | $389.6M | 0.01% | +6,238,602+99.7% | Added |
| Aristeia Capital LLC | 10,841,846 | $338.0M | 7.76% | +10,487,058+2,955.9% | Added |
| Vanguard Capital Management LLC | 10,537,773 | $328.6M | 0.01% | +10,537,773 | New |
| Dimensional Fund Advisors LP | 9,995,353 | $311.7M | 0.06% | +4,426,751+79.5% | Added |
| American Century Companies Inc | 8,923,624 | $278.2M | 0.14% | +4,186,297+88.4% | Added |
| Donald Smith & Co., Inc. | 7,208,899 | $224.8M | 4.04% | +7,208,899 | New |
| Geode Capital Management, LLC | 5,698,553 | $177.7M | 0.01% | +2,977,406+109.4% | Added |
| Millennium Management LLC | 5,032,906 | $156.9M | 0.12% | +2,197,188+77.5% | Added |
| JPMorgan Chase & Co | 4,051,222 | $130.2M | 0.01% | +987,482+32.2% | Added |
| FMR LLC | 4,018,416 | $125.3M | 0.01% | +3,894,251+3,136.4% | Added |
| Morgan Stanley | 3,511,681 | $109.5M | 0.01% | +1,804,728+105.7% | Added |
| Nomura Asset Management International Inc. | 2,942,244 | $91.7M | 0.16% | +44,317+1.5% | Added |
| Charles Schwab Investment Management Inc | 2,899,774 | $90.4M | 0.01% | +1,525,631+111.0% | Added |
| Wellington Management Group LLP | 2,749,950 | $85.7M | 0.02% | +2,603,635+1,779.5% | Added |
| Mackenzie Financial Corp | 2,676,731 | $83.5M | 0.10% | +2,676,731 | New |
| Northern Trust Corp | 2,654,611 | $82.8M | 0.01% | +1,426,302+116.1% | Added |
| Goldman Sachs Group Inc | 2,408,516 | $75.1M | 0.01% | +1,517,925+170.4% | Added |
| Nuveen, LLC | 2,360,486 | $73.6M | 0.02% | +1,527,319+183.3% | Added |
| UBS Group AG | 2,079,848 | $64.8M | 0.01% | +1,413,778+212.3% | Added |
| Vanguard Fiduciary Trust Co | 1,485,194 | $46.3M | 0.01% | +1,485,194 | New |
| Bank of New York Mellon Corp | 1,417,686 | $44.2M | 0.01% | +692,452+95.5% | Added |
| Fearnley Asset Management AS | 1,389,562 | $43.3M | 14.16% | +513,662+58.6% | Added |
| First Trust Advisors LP | 1,290,485 | $40.2M | 0.03% | +543,769+72.8% | Added |
| Webs Creek Capital Management LP | 1,285,300 | $40.1M | 6.94% | +1,285,300 | New |
| Bank of America Corp | 1,261,194 | $39.3M | 0.00% | −159,549−11.2% | Reduced |
| Gotham Asset Management, LLC | 1,228,384 | $38.3M | 0.12% | +1,217,544+11,232.0% | Added |
| Invesco Ltd. | 1,136,724 | $35.4M | 0.00% | +374,335+49.1% | Added |
| Victory Capital Management Inc | 1,126,394 | $35.1M | 0.02% | +309,501+37.9% | Added |
| Principal Financial Group Inc | 1,101,082 | $34.3M | 0.02% | +555,128+101.7% | Added |
| AQR Capital Management LLC | 1,078,990 | $33.6M | 0.02% | +589,917+120.6% | Added |
| Fisher Asset Management, LLC | 981,392 | $30.6M | 0.01% | +37,325+4.0% | Added |
| Palisade Capital Management LLC | 972,255 | $30.3M | 1.01% | −16,386−1.7% | Reduced |
| Squarepoint Ops LLC | 909,599 | $28.4M | 0.06% | +898,842+8,355.9% | Added |
| Public Sector Pension Investment Board | 809,815 | $25.3M | 0.08% | +413,301+104.2% | Added |
| Ameriprise Financial Inc | 772,243 | $24.3M | 0.01% | +229,720+42.3% | Added |
| Rhumbline Advisers | 735,782 | $22.9M | 0.02% | +357,929+94.7% | Added |
| Lighthouse Investment Partners, LLC | 731,625 | $22.8M | 0.86% | +349,123+91.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 716,918 | $22.4M | 0.06% | +716,918 | New |
| Kennedy Capital Management, Inc. | 701,859 | $21.9M | 0.46% | +315,694+81.8% | Added |
| Encompass Capital Advisors LLC | 697,800 | $21.8M | 0.89% | +697,800 | New |
| Susquehanna International Group, LLP | 626,124 | $19.5M | 0.03% | +371,401+145.8% | Added |
| Panagora Asset Management Inc | 625,612 | $19.5M | 0.07% | +125,021+25.0% | Added |
| Whitebox Advisors LLC | 602,301 | $18.8M | 0.27% | +602,301 | New |
| Glenmede Trust Co NA | 597,420 | $18.6M | 0.09% | +147,569+32.8% | Added |
| Corigliano Investment Advisers, LLC | 560,000 | $17.5M | 6.82% | +97,200+21.0% | Added |
| Aegis Financial Corp | 551,769 | $17.2M | 2.96% | +551,769 | New |
| Alyeska Investment Group, L.P. | 545,386 | $17.0M | 0.05% | −1,726,371−76.0% | Reduced |
| New York State Common Retirement Fund | 537,260 | $16.8M | 0.02% | +11,400+2.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 535,533 | $16.7M | 0.03% | +172,792+47.6% | Added |
| Zimmer Partners, LP | 532,500 | $16.6M | 0.41% | +532,500 | New |
| Hotchkis & Wiley Capital Management LLC | 504,884 | $15.7M | 0.05% | −59,846−10.6% | Reduced |
| Sagefield Capital LP | 491,296 | $15.3M | 1.10% | −592,909−54.7% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 487,730 | $15.2M | 0.82% | +487,730 | New |
| Tudor Investment Corp Et Al | 484,049 | $15.1M | 0.08% | −82,008−14.5% | Reduced |
| Legal & General Group Plc | 476,140 | $14.8M | 0.00% | +192,223+67.7% | Added |
| California Public Employees Retirement System | 475,818 | $14.8M | 0.01% | +271,292+132.6% | Added |
| Pekin Hardy Strauss, Inc. | 469,785 | $14.6M | 1.53% | +72,746+18.3% | Added |
| CLG LLC | 466,175 | $14.5M | 3.61% | +466,175 | New |
| Envestnet Asset Management Inc | 465,495 | $14.5M | 0.00% | +66,191+16.6% | Added |
| Steward Partners Investment Advisory, LLC | 457,333 | $14.3M | 0.07% | +457,132+227,428.9% | Added |
| Capital Fund Management S.A. | 426,570 | $13.3M | 0.12% | +173,501+68.6% | Added |
| Leeward Investments, LLC - MA | 426,525 | $13.3M | 0.66% | +426,525 | New |
| Swiss National Bank | 424,233 | $13.2M | 0.01% | +197,533+87.1% | Added |
| Barclays PLC | 418,552 | $13.1M | 0.00% | +129,354+44.7% | Added |
| Creative Planning | 403,351 | $12.6M | 0.01% | +236,341+141.5% | Added |
| Russell Investments Group, Ltd. | 383,179 | $12.0M | 0.01% | +132,770+53.0% | Added |
| Baird Financial Group, Inc. | 383,177 | $11.9M | 0.02% | +78,114+25.6% | Added |
| SEI Investments Co | 377,939 | $11.8M | 0.01% | +90,001+31.3% | Added |
| Royce & Associates LP | 362,264 | $11.3M | 0.11% | −36,742−9.2% | Reduced |
| Prudential Financial Inc | 317,053 | $9.89M | 0.01% | +176,181+125.1% | Added |
| UBS Asset Management Americas Inc | 313,527 | $9.78M | 0.00% | +176,753+129.2% | Added |
| Adage Capital Partners GP, L.L.C. | 300,000 | $9.35M | 0.01% | +300,000 | New |
| Price T Rowe Associates Inc | 280,816 | $8.76M | 0.00% | +163,572+139.5% | Added |
| Rafferty Asset Management, LLC | 272,187 | $8.49M | 0.03% | +105,633+63.4% | Added |
| CSM Advisors, LLC | 259,682 | $8.10M | 0.20% | +39,178+17.8% | Added |
| Qube Research & Technologies Ltd | 256,345 | $7.99M | 0.01% | +256,345 | New |
| ExodusPoint Capital Management, LP | 256,050 | $7.98M | 0.08% | +256,050 | New |
| Wells Fargo & Company | 252,113 | $7.86M | 0.00% | +39,273+18.5% | Added |
| California State Teachers Retirement System | 250,381 | $7.81M | 0.01% | +140,478+127.8% | Added |
| Arrowstreet Capital, Limited Partnership | 247,820 | $7.73M | 0.00% | +247,820 | New |
| Alliancebernstein L.P. | 406,663 | $7.60M | 0.00% | +279,106+218.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 243,879 | $7.60M | 0.02% | +129,270+112.8% | Added |
| Tiptree Advisors, LLC | 240,000 | $7.48M | 4.34% | +240,000 | New |
| Truffle Hound Capital, LLC | 240,000 | $7.48M | 4.59% | +240,000 | New |
| Deutsche Bank AG | 236,929 | $7.39M | 0.00% | +128,651+118.8% | Added |
| LSV Asset Management | 232,701 | $7.26M | 0.02% | −183,199−44.0% | Reduced |
| New York State Teachers Retirement System | 232,011 | $7.23M | 0.01% | +82,974+55.7% | Added |
| Segall Bryant & Hamill, LLC | 223,193 | $6.96M | 0.10% | +81,754+57.8% | Added |
| Colony Group, LLC | 214,973 | $6.70M | 0.01% | +214,973 | New |
| CoreCommodity Management, LLC | 210,852 | $6.57M | 1.22% | +93,296+79.4% | Added |
| Plustick Management LLC | 210,000 | $6.55M | 3.16% | +210,000 | New |
| Algert Global LLC | 208,832 | $6.51M | 0.10% | −1,000,765−82.7% | Reduced |
| Caxton Associates LLP | 208,662 | $6.51M | 0.15% | +16,611+8.6% | Added |
| Denali Advisors LLC | 202,800 | $6.32M | 0.70% | −97,200−32.4% | Reduced |
| Man Group plc | 202,163 | $6.30M | 0.01% | +187,858+1,313.2% | Added |
| Qsemble Capital Management, LP | 197,698 | $6.16M | 0.47% | +197,698 | New |
| Thrivent Financial for Lutherans | 191,462 | $5.97M | 0.01% | +72,369+60.8% | Added |