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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 160,747 | $5.01M | 0.01% | +160,747 | New |
| LPL Financial LLC | 161,992 | $5.05M | 0.00% | +119,711+283.1% | Added |
| Franklin Resources Inc | 166,152 | $5.18M | 0.00% | +81,315+95.8% | Added |
| Vanguard Asset Management, Ltd | 167,957 | $5.24M | 0.00% | +167,957 | New |
| CastleKnight Management LP | 168,533 | $5.25M | 0.25% | +168,533 | New |
| Moody Aldrich Partners LLC | 176,512 | $5.50M | 0.99% | +43,803+33.0% | Added |
| Empowered Funds, LLC | 181,172 | $5.65M | 0.04% | +55,179+43.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 183,959 | $5.74M | 0.01% | +127,685+226.9% | Added |
| Great West Life Assurance Co | 186,584 | $5.82M | 0.01% | +84,652+83.0% | Added |
| Raymond James Financial Inc | 186,778 | $5.82M | 0.00% | +18,626+11.1% | Added |
| Atom Investors LP | 189,130 | $5.90M | 0.42% | +189,130 | New |
| Tieton Capital Management, LLC | 189,263 | $5.90M | 1.98% | +189,263 | New |
| State of Alaska, Department of Revenue | 189,643 | $5.91M | 0.06% | +127,308+204.2% | Added |
| Holocene Advisors, LP | 191,323 | $5.97M | 0.01% | +74,685+64.0% | Added |
| Thrivent Financial for Lutherans | 191,462 | $5.97M | 0.01% | +72,369+60.8% | Added |
| Qsemble Capital Management, LP | 197,698 | $6.16M | 0.47% | +197,698 | New |
| Man Group plc | 202,163 | $6.30M | 0.01% | +187,858+1,313.2% | Added |
| Denali Advisors LLC | 202,800 | $6.32M | 0.70% | −97,200−32.4% | Reduced |
| Caxton Associates LLP | 208,662 | $6.51M | 0.15% | +16,611+8.6% | Added |
| Algert Global LLC | 208,832 | $6.51M | 0.10% | −1,000,765−82.7% | Reduced |
| Plustick Management LLC | 210,000 | $6.55M | 3.16% | +210,000 | New |
| CoreCommodity Management, LLC | 210,852 | $6.57M | 1.22% | +93,296+79.4% | Added |
| Colony Group, LLC | 214,973 | $6.70M | 0.01% | +214,973 | New |
| Segall Bryant & Hamill, LLC | 223,193 | $6.96M | 0.10% | +81,754+57.8% | Added |
| New York State Teachers Retirement System | 232,011 | $7.23M | 0.01% | +82,974+55.7% | Added |
| LSV Asset Management | 232,701 | $7.26M | 0.02% | −183,199−44.0% | Reduced |
| Deutsche Bank AG | 236,929 | $7.39M | 0.00% | +128,651+118.8% | 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 |
| Mitsubishi UFJ Trust & Banking Corp | 243,879 | $7.60M | 0.02% | +129,270+112.8% | Added |
| Alliancebernstein L.P. | 406,663 | $7.60M | 0.00% | +279,106+218.8% | Added |
| Arrowstreet Capital, Limited Partnership | 247,820 | $7.73M | 0.00% | +247,820 | New |
| California State Teachers Retirement System | 250,381 | $7.81M | 0.01% | +140,478+127.8% | Added |
| Wells Fargo & Company | 252,113 | $7.86M | 0.00% | +39,273+18.5% | Added |
| ExodusPoint Capital Management, LP | 256,050 | $7.98M | 0.08% | +256,050 | New |
| Qube Research & Technologies Ltd | 256,345 | $7.99M | 0.01% | +256,345 | New |
| CSM Advisors, LLC | 259,682 | $8.10M | 0.20% | +39,178+17.8% | Added |
| Rafferty Asset Management, LLC | 272,187 | $8.49M | 0.03% | +105,633+63.4% | Added |
| Price T Rowe Associates Inc | 280,816 | $8.76M | 0.00% | +163,572+139.5% | Added |
| Adage Capital Partners GP, L.L.C. | 300,000 | $9.35M | 0.01% | +300,000 | New |
| UBS Asset Management Americas Inc | 313,527 | $9.78M | 0.00% | +176,753+129.2% | Added |
| Prudential Financial Inc | 317,053 | $9.89M | 0.01% | +176,181+125.1% | Added |
| Royce & Associates LP | 362,264 | $11.3M | 0.11% | −36,742−9.2% | Reduced |
| SEI Investments Co | 377,939 | $11.8M | 0.01% | +90,001+31.3% | Added |
| Baird Financial Group, Inc. | 383,177 | $11.9M | 0.02% | +78,114+25.6% | Added |
| Russell Investments Group, Ltd. | 383,179 | $12.0M | 0.01% | +132,770+53.0% | Added |
| Creative Planning | 403,351 | $12.6M | 0.01% | +236,341+141.5% | Added |
| Barclays PLC | 418,552 | $13.1M | 0.00% | +129,354+44.7% | Added |
| Swiss National Bank | 424,233 | $13.2M | 0.01% | +197,533+87.1% | Added |
| Leeward Investments, LLC - MA | 426,525 | $13.3M | 0.66% | +426,525 | New |
| Capital Fund Management S.A. | 426,570 | $13.3M | 0.12% | +173,501+68.6% | Added |
| Steward Partners Investment Advisory, LLC | 457,333 | $14.3M | 0.07% | +457,132+227,428.9% | Added |
| Envestnet Asset Management Inc | 465,495 | $14.5M | 0.00% | +66,191+16.6% | Added |
| CLG LLC | 466,175 | $14.5M | 3.61% | +466,175 | New |
| Pekin Hardy Strauss, Inc. | 469,785 | $14.6M | 1.53% | +72,746+18.3% | Added |
| California Public Employees Retirement System | 475,818 | $14.8M | 0.01% | +271,292+132.6% | Added |
| Legal & General Group Plc | 476,140 | $14.8M | 0.00% | +192,223+67.7% | Added |
| Tudor Investment Corp Et Al | 484,049 | $15.1M | 0.08% | −82,008−14.5% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 487,730 | $15.2M | 0.82% | +487,730 | New |
| Sagefield Capital LP | 491,296 | $15.3M | 1.10% | −592,909−54.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 504,884 | $15.7M | 0.05% | −59,846−10.6% | Reduced |
| Zimmer Partners, LP | 532,500 | $16.6M | 0.41% | +532,500 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 535,533 | $16.7M | 0.03% | +172,792+47.6% | Added |
| New York State Common Retirement Fund | 537,260 | $16.8M | 0.02% | +11,400+2.2% | Added |
| Alyeska Investment Group, L.P. | 545,386 | $17.0M | 0.05% | −1,726,371−76.0% | Reduced |
| Aegis Financial Corp | 551,769 | $17.2M | 2.96% | +551,769 | New |
| Corigliano Investment Advisers, LLC | 560,000 | $17.5M | 6.82% | +97,200+21.0% | Added |
| Glenmede Trust Co NA | 597,420 | $18.6M | 0.09% | +147,569+32.8% | Added |
| Whitebox Advisors LLC | 602,301 | $18.8M | 0.27% | +602,301 | New |
| Panagora Asset Management Inc | 625,612 | $19.5M | 0.07% | +125,021+25.0% | Added |
| Susquehanna International Group, LLP | 626,124 | $19.5M | 0.03% | +371,401+145.8% | Added |
| Encompass Capital Advisors LLC | 697,800 | $21.8M | 0.89% | +697,800 | New |
| Kennedy Capital Management, Inc. | 701,859 | $21.9M | 0.46% | +315,694+81.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 716,918 | $22.4M | 0.06% | +716,918 | New |
| Lighthouse Investment Partners, LLC | 731,625 | $22.8M | 0.86% | +349,123+91.3% | Added |
| Rhumbline Advisers | 735,782 | $22.9M | 0.02% | +357,929+94.7% | Added |
| Ameriprise Financial Inc | 772,243 | $24.3M | 0.01% | +229,720+42.3% | Added |
| Public Sector Pension Investment Board | 809,815 | $25.3M | 0.08% | +413,301+104.2% | Added |
| Squarepoint Ops LLC | 909,599 | $28.4M | 0.06% | +898,842+8,355.9% | Added |
| Palisade Capital Management LLC | 972,255 | $30.3M | 1.01% | −16,386−1.7% | Reduced |
| Fisher Asset Management, LLC | 981,392 | $30.6M | 0.01% | +37,325+4.0% | Added |
| AQR Capital Management LLC | 1,078,990 | $33.6M | 0.02% | +589,917+120.6% | Added |
| Principal Financial Group Inc | 1,101,082 | $34.3M | 0.02% | +555,128+101.7% | Added |
| Victory Capital Management Inc | 1,126,394 | $35.1M | 0.02% | +309,501+37.9% | Added |
| Invesco Ltd. | 1,136,724 | $35.4M | 0.00% | +374,335+49.1% | Added |
| Gotham Asset Management, LLC | 1,228,384 | $38.3M | 0.12% | +1,217,544+11,232.0% | Added |
| Bank of America Corp | 1,261,194 | $39.3M | 0.00% | −159,549−11.2% | Reduced |
| Webs Creek Capital Management LP | 1,285,300 | $40.1M | 6.94% | +1,285,300 | New |
| First Trust Advisors LP | 1,290,485 | $40.2M | 0.03% | +543,769+72.8% | Added |
| Fearnley Asset Management AS | 1,389,562 | $43.3M | 14.16% | +513,662+58.6% | Added |
| Bank of New York Mellon Corp | 1,417,686 | $44.2M | 0.01% | +692,452+95.5% | Added |
| Vanguard Fiduciary Trust Co | 1,485,194 | $46.3M | 0.01% | +1,485,194 | New |
| UBS Group AG | 2,079,848 | $64.8M | 0.01% | +1,413,778+212.3% | Added |
| Nuveen, LLC | 2,360,486 | $73.6M | 0.02% | +1,527,319+183.3% | Added |
| Goldman Sachs Group Inc | 2,408,516 | $75.1M | 0.01% | +1,517,925+170.4% | Added |
| Northern Trust Corp | 2,654,611 | $82.8M | 0.01% | +1,426,302+116.1% | Added |
| Mackenzie Financial Corp | 2,676,731 | $83.5M | 0.10% | +2,676,731 | New |
| Wellington Management Group LLP | 2,749,950 | $85.7M | 0.02% | +2,603,635+1,779.5% | Added |
| Charles Schwab Investment Management Inc | 2,899,774 | $90.4M | 0.01% | +1,525,631+111.0% | Added |
| Nomura Asset Management International Inc. | 2,942,244 | $91.7M | 0.16% | +44,317+1.5% | Added |