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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 38,754 | $1.21M | 0.02% | +25,759+198.2% | Added |
| Caitong International Asset Management Co., Ltd | 39,115 | $1.22M | 0.23% | +39,106+434,511.1% | Added |
| Weiss Asset Management LP | 39,200 | $1.22M | 0.02% | −68,027−63.4% | Reduced |
| Balyasny Asset Management LLC | 39,574 | $1.23M | 0.00% | −1,743,792−97.8% | Reduced |
| Unifi Asset Management LP | 39,580 | $1.23M | 0.71% | +39,580 | New |
| Envestnet Portfolio Solutions, Inc. | 39,686 | $1.24M | 0.01% | +39,686 | New |
| Virginia Retirement Systems Et Al | 40,100 | $1.25M | 0.01% | +40,100 | New |
| First Citizens Bank & Trust Co | 40,378 | $1.26M | 0.03% | +40,378 | New |
| Aster Capital Management (DIFC) Ltd | 45,736 | $1.37M | 0.45% | +45,535+22,654.2% | Added |
| Summit Global Investments | 44,820 | $1.40M | 0.08% | −1,597−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 44,953 | $1.40M | 0.00% | +16,576+58.4% | Added |
| Sendero Wealth Management, LLC | 46,199 | $1.44M | 0.16% | −78−0.2% | Reduced |
| US Bancorp | 48,824 | $1.52M | 0.00% | +7,316+17.6% | Added |
| BTG Pactual Asset Management US LLC | 49,460 | $1.54M | 0.15% | +49,460 | New |
| Seven Grand Managers, LLC | 50,000 | $1.56M | 0.10% | +50,000 | New |
| Boston Partners | 50,179 | $1.56M | 0.00% | −79,126−61.2% | Reduced |
| Intech Investment Management LLC | 50,561 | $1.58M | 0.02% | −91,490−64.4% | Reduced |
| Freestone Capital Holdings, LLC | 50,725 | $1.58M | 0.05% | +50,725 | New |
| Diversified Trust Co | 50,933 | $1.59M | 0.03% | +17,597+52.8% | Added |
| Oregon Public Employees Retirement Fund | 51,795 | $1.61M | 0.02% | +25,544+97.3% | Added |
| Pathstone Holdings, LLC | 52,534 | $1.64M | 0.01% | +35,585+210.0% | Added |
| Guggenheim Capital LLC | 53,451 | $1.67M | 0.01% | +21,194+65.7% | Added |
| S&T Bank | 53,464 | $1.67M | 0.62% | +53,464 | New |
| Pinebridge Investments LLC | 53,763 | $1.68M | 0.01% | +53,763 | New |
| Abel Hall, LLC | 54,094 | $1.69M | 0.36% | +54,094 | New |
| Vanguard Investments Australia, Ltd. | 54,553 | $1.70M | 0.00% | +54,553 | New |
| BNP Paribas Arbitrage, SA | 55,076 | $1.72M | 0.00% | −12,325−18.3% | Reduced |
| Sierra Summit Advisors LLC | 55,288 | $1.72M | 0.25% | +55,288 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,976 | $1.75M | 0.01% | +27,616+97.4% | Added |
| Dark Forest Capital Management LP | 55,997 | $1.75M | 0.16% | +43,699+355.3% | Added |
| Teachers Retirement System of the State of Kentucky | 56,076 | $1.75M | 0.01% | +26,800+91.5% | Added |
| Graham Capital Management, L.P. | 56,292 | $1.76M | 0.06% | −24,167−30.0% | Reduced |
| Readystate Asset Management LP | 56,672 | $1.77M | 0.10% | +56,672 | New |
| Quantbot Technologies LP | 57,711 | $1.80M | 0.07% | +57,711 | New |
| Arizona State Retirement System | 58,929 | $1.84M | 0.01% | +27,214+85.8% | Added |
| Elo Mutual Pension Insurance Co | 59,386 | $1.85M | 0.03% | +59,386 | New |
| HSBC Holdings PLC | 59,225 | $1.86M | 0.00% | −143,752−70.8% | Reduced |
| Group One Trading, L.P. | 60,099 | $1.87M | 0.06% | +59,592+11,753.8% | Added |
| Natixis Advisors, L.P. | 60,462 | $1.89M | 0.00% | +33,596+125.1% | Added |
| Landscape Capital Management, L.L.C. | 60,490 | $1.89M | 0.12% | +15,681+35.0% | Added |
| Lazard Asset Management LLC | 61,795 | $1.93M | 0.00% | +42,778+224.9% | Added |
| Oxford Asset Management LLP | 62,836 | $1.96M | 0.79% | +50,268+400.0% | Added |
| KLP Kapitalforvaltning AS | 63,156 | $1.97M | 0.01% | +38,356+154.7% | Added |
| Meeder Asset Management Inc | 65,374 | $2.04M | 0.12% | −18,450−22.0% | Reduced |
| Mariner, LLC | 65,387 | $2.04M | 0.00% | +65,387 | New |
| Amalgamated Bank | 65,606 | $2.05M | 0.02% | +32,231+96.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 67,382 | $2.10M | 0.02% | +35,555+111.7% | Added |
| Yousif Capital Management, LLC | 68,114 | $2.12M | 0.02% | +34,134+100.5% | Added |
| Advisors Asset Management, Inc. | 69,525 | $2.17M | 0.04% | +68,644+7,791.6% | Added |
| Martingale Asset Management L P | 69,826 | $2.18M | 0.05% | +69,826 | New |
| JustInvest LLC | 70,645 | $2.20M | 0.02% | +47,582+206.3% | Added |
| Walleye Capital LLC | 72,411 | $2.26M | 0.01% | −226,065−75.7% | Reduced |
| Empyrean Capital Partners, LP | 74,000 | $2.31M | 0.08% | +74,000 | New |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.32M | 0.84% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 76,508 | $2.39M | 0.01% | +27,485+56.1% | Added |
| CSS LLC | 77,007 | $2.40M | 0.13% | +66,763+651.7% | Added |
| Assenagon Asset Management S.A. | 77,631 | $2.42M | 0.00% | +77,631 | New |
| Fifth Third Bancorp | 77,818 | $2.43M | 0.00% | +76,660+6,620.0% | Added |
| SummitTX Capital, L.P. | 79,549 | $2.48M | 0.08% | −369,013−82.3% | Reduced |
| Collar Capital Management, LLC | 81,984 | $2.56M | 1.65% | +455+0.6% | Added |
| Cozad Asset Management Inc | 84,447 | $2.63M | 0.21% | +84,447 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,703 | $2.73M | 0.01% | +55,268+170.4% | Added |
| Dana Investment Advisors, Inc. | 89,150 | $2.78M | 0.08% | +14,182+18.9% | Added |
| Kornitzer Capital Management Inc | 92,007 | $2.87M | 0.06% | +92,007 | New |
| Evoke Wealth, LLC | 93,870 | $2.93M | 0.05% | −36,974−28.3% | Reduced |
| Royal Bank of Canada | 94,115 | $2.94M | 0.00% | +49,740+112.1% | Added |
| Entropy Technologies, LP | 95,162 | $2.97M | 0.14% | +95,162 | New |
| Ironwood Investment Management LLC | 95,390 | $2.97M | 1.24% | +15,300+19.1% | Added |
| Kestra Advisory Services, LLC | 95,528 | $2.98M | 0.01% | +86,936+1,011.8% | Added |
| State of New Jersey Common Pension Fund D | 95,781 | $2.99M | 0.01% | +95,781 | New |
| Expect Equity LLC | 95,806 | $2.99M | 2.32% | +95,806 | New |
| NFJ Investment Group, LLC | 96,937 | $3.02M | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 98,026 | $3.06M | 0.00% | +45,218+85.6% | Added |
| Oliver Luxxe Assets LLC | 98,166 | $3.06M | 0.46% | +98,166 | New |
| HITE Hedge Asset Management LLC | 100,000 | $3.12M | 0.18% | −66,923−40.1% | Reduced |
| Louisiana State Employees Retirement System | 100,300 | $3.13M | 0.05% | +47,800+91.0% | Added |
| Quantinno Capital Management LP | 101,624 | $3.17M | 0.01% | +75,014+281.9% | Added |
| CI Private Wealth, LLC | 106,345 | $3.20M | 0.00% | +89,147+518.4% | Added |
| Wedge Capital Management L L P | 103,578 | $3.23M | 0.06% | −514,281−83.2% | Reduced |
| Illinois Municipal Retirement Fund | 103,968 | $3.24M | 0.04% | +45,869+78.9% | Added |
| Voya Investment Management LLC | 105,722 | $3.30M | 0.00% | +22,625+27.2% | Added |
| IMC-Chicago, LLC | 105,933 | $3.30M | 0.05% | +94,355+815.0% | Added |
| Cetera Investment Advisers | 108,019 | $3.37M | 0.00% | +86,658+405.7% | Added |
| Cerity Partners LLC | 108,213 | $3.37M | 0.00% | +71,681+196.2% | Added |
| South Dakota Investment Council | 109,758 | $3.42M | 0.07% | +109,758 | New |
| Congress Asset Management Co | 112,279 | $3.50M | 0.03% | +13,355+13.5% | Added |
| Edgestream Partners, L.P. | 112,950 | $3.52M | 0.12% | +112,950 | New |
| Quadrature Capital Ltd | 112,997 | $3.52M | 0.04% | +95,211+535.3% | Added |
| Mercer Global Advisors Inc | 113,445 | $3.54M | 0.01% | +32,228+39.7% | Added |
| Nisa Investment Advisors, LLC | 118,061 | $3.68M | 0.01% | +35,474+43.0% | Added |
| State of Tennessee, Treasury Department | 122,419 | $3.82M | 0.01% | +46,450+61.1% | Added |
| Vontobel Holding Ltd. | 124,500 | $3.88M | 0.01% | +124,500 | New |
| Janus Henderson Group PLC | 124,445 | $3.88M | 0.00% | +79,083+174.3% | Added |
| Vanguard Global Advisers, LLC | 133,744 | $4.17M | 0.00% | +133,744 | New |
| MetLife Investment Management | 136,537 | $4.26M | 0.02% | +73,525+116.7% | Added |
| Massachusetts Financial Services Co | 137,155 | $4.28M | 0.00% | +60,788+79.6% | Added |
| Citigroup Inc | 137,907 | $4.30M | 0.00% | +101,624+280.1% | Added |
| Peregrine Capital Management LLC | 141,661 | $4.42M | 0.16% | −13,661−8.8% | Reduced |
| Horizon Investments, LLC | 150,567 | $4.69M | 0.05% | +150,567 | New |
| Susquehanna Portfolio Strategies, LLC | 154,120 | $4.81M | 0.07% | +154,120 | New |