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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,126 | $35.1K | 0.00% | +1,126 | New |
| EverSource Wealth Advisors, LLC | 1,129 | $35.2K | 0.00% | +868+332.6% | Added |
| Parkside Financial Bank & Trust | 1,131 | $35.3K | 0.00% | +1,093+2,876.3% | Added |
| Kilter Group LLC | 1,157 | $36.1K | 0.02% | +1,082+1,442.7% | Added |
| NBC Securities, Inc. | 1,194 | $37.2K | 0.00% | −153−11.4% | Reduced |
| Huntington National Bank | 1,195 | $37.3K | 0.00% | +443+58.9% | Added |
| Los Angeles Capital Management LLC | 1,222 | $38.1K | 0.00% | +562+85.2% | Added |
| Larson Financial Group LLC | 1,298 | $40.5K | 0.00% | +1,057+438.6% | Added |
| Root Financial Partners, LLC | 1,304 | $40.6K | 0.00% | +1,263+3,080.5% | Added |
| Cetera Trust Company, N.A | 1,435 | $44.7K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,436 | $44.8K | 0.00% | +1,336+1,336.0% | Added |
| American National Bank | 1,451 | $45.2K | 0.00% | +1,451 | New |
| First Horizon Corp | 1,501 | $46.8K | 0.00% | −359−19.3% | Reduced |
| Kemnay Advisory Services Inc. | 1,525 | $47.5K | 0.01% | +1,525 | New |
| Golden State Equity Partners | 1,535 | $47.9K | 0.00% | +1,535 | New |
| Sankala Group LLC | 1,500 | $49.0K | 0.04% | −1,500−50.0% | Reduced |
| Massmutual Trust Co FSB | 1,691 | $52.7K | 0.00% | +1,149+212.0% | Added |
| MAI Capital Management | 1,706 | $53.2K | 0.00% | +1,651+3,001.8% | Added |
| Bessemer Group Inc | 1,888 | $59.0K | 0.00% | +1,641+664.4% | Added |
| Quent Capital, LLC | 2,344 | $73.1K | 0.01% | +2,341+78,033.3% | Added |
| Salomon & Ludwin, LLC | 2,415 | $73.9K | 0.01% | +2,064+588.0% | Added |
| Legacy Wealth Managment, LLC | 2,720 | $84.8K | 0.04% | −153−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,782 | $86.3K | 0.00% | +2,382+595.5% | Added |
| Harbor Capital Advisors, Inc. | 3,092 | $96.0K | 0.01% | +1,116+56.5% | Added |
| Umb Bank N A | 3,439 | $107.2K | 0.00% | +1,528+80.0% | Added |
| Nomura Asset Management Co Ltd | 3,770 | $117.5K | 0.00% | +2,210+141.7% | Added |
| Pacer Advisors, Inc. | 3,980 | $124.0K | 0.00% | +3,980 | New |
| Rockefeller Capital Management L.P. | 4,095 | $127.7K | 0.00% | +3,219+367.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,419 | $137.8K | 0.01% | +3,364+318.9% | Added |
| Federated Hermes, Inc. | 4,661 | $145.3K | 0.00% | +4,661 | New |
| Parallel Advisors, LLC | 4,678 | $145.9K | 0.00% | +4,562+3,932.8% | Added |
| SBI Securities Co., Ltd. | 4,708 | $146.8K | 0.00% | +3,335+242.9% | Added |
| Quadrant Capital Group LLC | 5,393 | $168.2K | 0.01% | +4,298+392.5% | Added |
| Exchange Traded Concepts, LLC | 5,564 | $173.5K | 0.00% | −52,579−90.4% | Reduced |
| Hantz Financial Services, Inc. | 5,676 | $177.0K | 0.00% | +2,124+59.8% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $186.0K | 0.00% | 00.0% | Unchanged |
| Corient IA LLC | 6,060 | $189.0K | 0.18% | +6,060 | New |
| National Bank of Canada | 6,080 | $189.6K | 0.00% | −75−1.2% | Reduced |
| Greenwich Wealth Management LLC | 6,437 | $201.0K | 0.01% | +6,437 | New |
| B&L Asset Management LLC | 6,466 | $201.6K | 0.09% | +6,466 | New |
| Virtus Investment Advisers, Inc. | 6,482 | $202.1K | 0.06% | −2,080−24.3% | Reduced |
| Chicago Trust Co NA | 6,627 | $206.6K | 0.03% | +6,627 | New |
| Allworth Financial LP | 6,653 | $207.4K | 0.00% | +6,239+1,507.0% | Added |
| Intrua Financial, LLC | 6,669 | $207.9K | 0.02% | +6,669 | New |
| James Investment Research Inc | 6,700 | $208.9K | 0.02% | +6,700 | New |
| Covestor Ltd | 6,750 | $210.0K | 0.15% | −1,214−15.2% | Reduced |
| Stock Yards Bank & Trust Co | 6,799 | $212.0K | 0.01% | +6,799 | New |
| Belpointe Asset Management LLC | 6,987 | $217.9K | 0.01% | +6,987 | New |
| Fortis Capital Advisors, LLC | 6,987 | $217.9K | 0.03% | +6,987 | New |
| Van Den Berg Management I, Inc | 7,003 | $218.4K | 0.05% | +7,003 | New |
| Park Avenue Securities LLC | 7,039 | $219.0K | 0.00% | +7,039 | New |
| Interval Partners, LP | 7,054 | $219.9K | 0.01% | +7,054 | New |
| Worth Venture Partners, LLC | 7,150 | $222.9K | 0.71% | +7,150 | New |
| KBC Group NV | 7,161 | $223.0K | 0.00% | +3,371+88.9% | Added |
| Cim Investment Mangement Inc | 7,157 | $223.2K | 0.06% | +7,157 | New |
| Syon Capital LLC | 7,173 | $223.7K | 0.01% | +7,173 | New |
| Merit Financial Group, LLC | 7,216 | $225.0K | 0.00% | +7,216 | New |
| Crossmark Global Holdings, Inc. | 7,550 | $235.4K | 0.00% | +7,550 | New |
| Farther Finance Advisors, LLC | 8,044 | $237.3K | 0.00% | +7,019+684.8% | Added |
| Ensign Peak Advisors, Inc | 7,621 | $237.6K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 7,777 | $242.0K | 0.01% | +7,777 | New |
| Two Sigma Securities, LLC | 7,819 | $243.8K | 0.03% | +7,819 | New |
| Shelton Capital Management | 7,843 | $244.5K | 0.01% | +7,843 | New |
| Verition Fund Management LLC | 8,009 | $249.7K | 0.00% | −58,869−88.0% | Reduced |
| denkapparat Operations GmbH | 8,052 | $251.1K | 0.10% | +8,052 | New |
| Jump Financial, LLC | 8,081 | $252.0K | 0.00% | −5,491−40.5% | Reduced |
| Cullen Capital Management LLC | 8,206 | $255.9K | 0.00% | +8,206 | New |
| Sterling Capital Management LLC | 8,313 | $259.2K | 0.00% | +1,724+26.2% | Added |
| Avantax Planning Partners, Inc. | 8,344 | $260.2K | 0.01% | +8,344 | New |
| HB Wealth Management, LLC | 8,352 | $260.4K | 0.00% | +8,352 | New |
| QRG Capital Management, Inc. | 8,365 | $260.8K | 0.00% | +8,365 | New |
| Ruggaard & Associates LLC | 8,410 | $262.2K | 0.10% | +8,410 | New |
| RWC Asset Management LLP | 8,445 | $263.3K | 0.01% | +8,445 | New |
| Kingsview Wealth Management, LLC | 8,496 | $264.9K | 0.00% | +8,496 | New |
| Brighton Jones LLC | 8,562 | $267.0K | 0.01% | +8,562 | New |
| Laird Norton Trust Company, LLC | 8,734 | $272.3K | 0.01% | +8,734 | New |
| Post Resch Tallon Group Inc. | 9,200 | $281.4K | 0.23% | +9,200 | New |
| Private Advisor Group, LLC | 9,079 | $283.1K | 0.00% | +9,079 | New |
| Sanctuary Advisors, LLC | 9,122 | $284.4K | 0.00% | +9,122 | New |
| Allspring Global Investments Holdings, LLC | 9,227 | $284.6K | 0.00% | +9,227 | New |
| Total Clarity Wealth Management, Inc. | 9,139 | $284.9K | 0.07% | +9,139 | New |
| Davenport & Co LLC | 9,142 | $285.0K | 0.00% | +9,142 | New |
| Commonwealth Equity Services, LLC | 9,149 | $285.3K | 0.00% | +9,149 | New |
| LMR Partners LLP | 9,172 | $286.0K | 0.00% | +9,172 | New |
| Ethic Inc. | 9,189 | $286.5K | 0.00% | +9,189 | New |
| XTX Topco Ltd | 9,200 | $286.9K | 0.00% | −54,810−85.6% | Reduced |
| Jane Street Group, LLC | 9,242 | $288.2K | 0.00% | −777,643−98.8% | Reduced |
| JMN Financial LLC | 9,256 | $288.6K | 0.28% | +9,256 | New |
| Amundi | 9,364 | $292.0K | 0.00% | +9,364 | New |
| Hohimer Wealth Management, LLC | 9,640 | $300.6K | 0.04% | +9,640 | New |
| Everence Capital Management Inc | 9,665 | $301.0K | 0.02% | +9,665 | New |
| GAMMA Investing LLC | 9,737 | $303.6K | 0.01% | +7,475+330.5% | Added |
| Frec Markets, Inc. | 9,966 | $310.7K | 0.05% | +9,966 | New |
| Simplex Trading, LLC | 9,968 | $310.8K | 0.01% | +9,968 | New |
| Seelaus Asset Management LLC | 10,031 | $312.8K | 0.23% | +10,031 | New |
| Intrust Bank NA | 10,068 | $313.9K | 0.03% | +10,068 | New |
| Brinker Capital Investments, LLC | 10,157 | $316.7K | 0.00% | +10,157 | New |
| CWA Asset Management Group, LLC | 10,244 | $319.4K | 0.01% | +10,244 | New |
| Stifel Financial Corp | 10,457 | $326.1K | 0.00% | −61,559−85.5% | Reduced |
| Brown Brothers Harriman & Co | 10,623 | $331.2K | 0.00% | +10,394+4,538.9% | Added |