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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 10,670 | $332.7K | 0.01% | +10,670 | New |
| Allianz Asset Management GmbH | 10,771 | $335.8K | 0.00% | +10,771 | New |
| Kendall Capital Management | 10,786 | $336.3K | 0.07% | +10,786 | New |
| Texas Yale Capital Corp. | 11,169 | $348.2K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,465 | $357.5K | 0.00% | +11,465 | New |
| Verity Asset Management, Inc. | 11,529 | $359.5K | 0.15% | +11,529 | New |
| Capital Counsel LLC | 11,905 | $371.2K | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 11,916 | $371.5K | 0.04% | +11,916 | New |
| Advisory Services Network, LLC | 11,982 | $373.6K | 0.00% | +11,982 | New |
| Dynamic Technology Lab Private Ltd | 12,227 | $381.2K | 0.06% | +12,227 | New |
| Moors & Cabot, Inc. | 12,545 | $391.2K | 0.02% | +12,545 | New |
| Independence Bank of Kentucky | 12,563 | $391.7K | 0.05% | +12,563 | New |
| Blair William & Co | 12,665 | $394.9K | 0.00% | −164−1.3% | Reduced |
| Range Financial Group LLC | 12,839 | $400.3K | 0.13% | +12,839 | New |
| Profund Advisors LLC | 12,863 | $401.1K | 0.01% | −1,133−8.1% | Reduced |
| Inspire Advisors, LLC | 12,997 | $405.3K | 0.03% | −1,042−7.4% | Reduced |
| Swiss Life Asset Management Ltd | 13,158 | $410.3K | 0.00% | +13,158 | New |
| Quad-Cities Investment Group, LLC | 13,402 | $417.9K | 0.17% | +13,402 | New |
| Evergreen Capital Management LLC | 13,769 | $429.3K | 0.01% | +13,769 | New |
| Bridgefront Capital, LLC | 13,782 | $429.7K | 0.11% | +622+4.7% | Added |
| Sage Rhino Capital LLC | 13,802 | $430.3K | 0.08% | +13,802 | New |
| EP Wealth Advisors, LLC | 13,825 | $431.1K | 0.00% | +13,825 | New |
| Schonfeld Strategic Advisors LLC | 13,971 | $435.6K | 0.00% | −19,778−58.6% | Reduced |
| Savant Capital, LLC | 14,078 | $439.0K | 0.00% | +14,078 | New |
| Cambria Investment Management, L.P. | 14,306 | $446.1K | 0.02% | +14,306 | New |
| Aigen Investment Management, LP | 14,405 | $449.1K | 0.12% | −52,654−78.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,660 | $457.1K | 0.01% | +14,660 | New |
| Pale Fire Capital SE | 14,700 | $458.3K | 0.04% | +14,700 | New |
| Pickering Energy Partners LP | 15,000 | $467.7K | 0.95% | +15,000 | New |
| Toroso Investments, LLC | 15,200 | $473.9K | 0.00% | +15,200 | New |
| Investment Advisory Services Inc | 15,417 | $480.7K | 0.15% | +15,417 | New |
| Investors Research Corp | 15,618 | $487.0K | 0.09% | +15,618 | New |
| GTS Securities LLC | 16,243 | $506.5K | 0.02% | +16,243 | New |
| Summit Trail Advisors, LLC | 16,263 | $507.1K | 0.01% | +16,263 | New |
| Jackson Hole Capital Partners, LLC | 16,357 | $510.0K | 0.08% | +16,357 | New |
| Moody National Bank Trust Division | 16,481 | $513.9K | 0.05% | +1,481+9.9% | Added |
| DnB Asset Management AS | 16,575 | $516.8K | 0.00% | +16,575 | New |
| Signaturefd, LLC | 16,828 | $524.7K | 0.01% | +13,997+494.4% | Added |
| New Age Alpha Advisors, LLC | 16,848 | $525.3K | 0.02% | +16,848 | New |
| HighTower Advisors, LLC | 17,288 | $539.1K | 0.00% | +17,288 | New |
| AlphaCore Capital LLC | 17,308 | $539.7K | 0.01% | +17,308 | New |
| Abacus Planning Group, Inc. | 17,368 | $541.5K | 0.07% | +17,368 | New |
| IFP Advisors, Inc | 17,691 | $551.6K | 0.01% | +757+4.5% | Added |
| CIBC Asset Management Inc | 18,061 | $563.1K | 0.00% | +6,770+60.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,239 | $569.0K | 0.00% | +18,239 | New |
| TCI Wealth Advisors, Inc. | 18,277 | $569.9K | 0.03% | −11,178−37.9% | Reduced |
| Mangrove Partners | 18,335 | $571.7K | 0.05% | +5,382+41.6% | Added |
| Virtu Financial LLC | 18,509 | $577.0K | 0.02% | +4,088+28.3% | Added |
| Janney Montgomery Scott LLC | 18,706 | $583.0K | 0.00% | +18,706 | New |
| Axq Capital, LP | 18,715 | $583.5K | 0.08% | +18,715 | New |
| Winton Group Ltd | 19,000 | $592.4K | 0.02% | −52,655−73.5% | Reduced |
| The PNC Financial Services Group, Inc. | 19,191 | $598.4K | 0.00% | +11,866+162.0% | Added |
| Atomi Financial Group, Inc. | 19,746 | $615.7K | 0.02% | +19,746 | New |
| DGS Capital Management, LLC | 19,967 | $622.6K | 0.10% | +9,119+84.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,387 | $635.7K | 0.01% | −236,669−92.1% | Reduced |
| Ameritas Investment Partners, Inc. | 20,412 | $636.4K | 0.02% | +10,872+114.0% | Added |
| CIBC Bancorp USA Inc. | 20,440 | $637.3K | 0.00% | +20,440 | New |
| Kestra Investment Management, LLC | 20,600 | $642.3K | 0.01% | +20,600 | New |
| Redwood Wealth Management Group, LLC | 20,609 | $642.6K | 0.28% | +20,609 | New |
| CWM, LLC | 20,723 | $646.1K | 0.00% | +18,297+754.2% | Added |
| Sippican Capital Advisors | 20,760 | $647.3K | 0.44% | +4,929+31.1% | Added |
| State of Wisconsin Investment Board | 20,925 | $652.4K | 0.00% | +20,925 | New |
| Skopos Labs, Inc. | 21,039 | $656.0K | 0.02% | +21,039 | New |
| Captrust Financial Advisors | 22,470 | $700.6K | 0.00% | +22,470 | New |
| Xponance, Inc. | 22,940 | $715.3K | 0.01% | +22,940 | New |
| CAPROCK Group, Inc. | 23,542 | $734.1K | 0.02% | +23,542 | New |
| Ieq Capital, LLC | 23,696 | $738.9K | 0.00% | +23,696 | New |
| Sagewood Asset Management LP | 24,152 | $753.1K | 0.24% | +24,152 | New |
| Sequoia Financial Advisors, LLC | 24,442 | $762.1K | 0.00% | +24,442 | New |
| RSM US Wealth Management LLC | 24,584 | $766.5K | 0.01% | +5,163+26.6% | Added |
| Highbridge Capital Management LLC | 24,000 | $771.1K | 0.05% | −42,000−63.6% | Reduced |
| CWM Advisors, LLC | 25,091 | $782.3K | 0.05% | −4,451−15.1% | Reduced |
| Public Employees Retirement Association of Colorado | 25,145 | $784.0K | 0.00% | +11,321+81.9% | Added |
| PEAK6 LLC | 25,304 | $789.0K | 0.02% | +25,304 | New |
| Advisor Group Holdings, Inc. | 25,409 | $792.3K | 0.00% | +13,794+118.8% | Added |
| Mutual of America Capital Management LLC | 25,904 | $807.7K | 0.01% | +12,811+97.8% | Added |
| Citadel Advisors LLC | 26,399 | $823.1K | 0.00% | −313,601−92.2% | Reduced |
| STRS Ohio | 26,900 | $838.7K | 0.00% | +6,800+33.8% | Added |
| J.W. Cole Advisors, Inc. | 28,116 | $876.7K | 0.03% | +28,116 | New |
| Glenorchy Capital Ltd | 28,249 | $880.8K | 0.48% | +28,249 | New |
| M&T Bank Corp | 28,623 | $893.1K | 0.00% | +28,623 | New |
| Tower Research Capital LLC (TRC) | 28,810 | $898.3K | 0.02% | +25,619+802.9% | Added |
| DRW Securities, LLC | 30,705 | $957.4K | 0.05% | +6,532+27.0% | Added |
| Legacy Capital Group California, Inc. | 31,237 | $974.0K | 0.37% | +31,237 | New |
| Jones Financial Companies LLLP | 29,928 | $979.3K | 0.00% | +27,747+1,272.2% | Added |
| Brookfield Asset Management Inc. | 32,016 | $998.3K | 0.00% | +32,016 | New |
| Aventail Capital Group, LP | 32,949 | $1.03M | 0.05% | −933−2.8% | Reduced |
| Maryland State Retirement & Pension System | 33,014 | $1.03M | 0.02% | +16,135+95.6% | Added |
| Catalyst Capital Advisors LLC | 33,782 | $1.05M | 0.02% | +33,782 | New |
| Saxon Interests, Inc. | 34,166 | $1.07M | 0.37% | +34,166 | New |
| Vestcor Inc | 34,407 | $1.07M | 0.03% | +8,452+32.6% | Added |
| Unison Advisors LLC | 36,104 | $1.13M | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 36,108 | $1.13M | 0.00% | +36,108 | New |
| Waldron Private Wealth LLC | 36,433 | $1.14M | 0.04% | +930+2.6% | Added |
| Pictet Asset Management Holding SA | 36,745 | $1.15M | 0.00% | +17,917+95.2% | Added |
| Bank of Montreal | 37,056 | $1.16M | 0.00% | +15,728+73.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,088 | $1.17M | 0.00% | +38,088 | New |
| SMH Capital Advisors Inc | 37,445 | $1.17M | 3.30% | +37,445 | New |
| GF Fund Management Co. Ltd. | 38,048 | $1.19M | 0.02% | +4,625+13.8% | Added |
| ProShare Advisors LLC | 38,562 | $1.20M | 0.00% | +16,351+73.6% | Added |