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 |
|---|---|---|---|---|---|
| Morgan Stanley | 3,511,681 | $109.5M | 0.01% | +1,804,728+105.7% | Added |
| FMR LLC | 4,018,416 | $125.3M | 0.01% | +3,894,251+3,136.4% | Added |
| JPMorgan Chase & Co | 4,051,222 | $130.2M | 0.01% | +987,482+32.2% | Added |
| Millennium Management LLC | 5,032,906 | $156.9M | 0.12% | +2,197,188+77.5% | Added |
| Geode Capital Management, LLC | 5,698,553 | $177.7M | 0.01% | +2,977,406+109.4% | Added |
| Donald Smith & Co., Inc. | 7,208,899 | $224.8M | 4.04% | +7,208,899 | New |
| American Century Companies Inc | 8,923,624 | $278.2M | 0.14% | +4,186,297+88.4% | Added |
| Dimensional Fund Advisors LP | 9,995,353 | $311.7M | 0.06% | +4,426,751+79.5% | Added |
| Vanguard Capital Management LLC | 10,537,773 | $328.6M | 0.01% | +10,537,773 | New |
| Aristeia Capital LLC | 10,841,846 | $338.0M | 7.76% | +10,487,058+2,955.9% | Added |
| State Street Corp | 12,495,962 | $389.6M | 0.01% | +6,238,602+99.7% | Added |
| Canada Pension Plan Investment Board | 14,493,791 | $451.9M | 0.29% | +13,888,891+2,296.1% | Added |
| Vanguard Portfolio Management LLC | 15,234,489 | $475.0M | 0.02% | +15,234,489 | New |
| BlackRock, Inc. | 38,431,787 | $1.20B | 0.02% | +17,500,906+83.6% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,412,606−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,394,033−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −784,784−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −552,905−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −277,027−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −265,612−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −242,523−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −222,358−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −168,844−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −156,553−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −150,329−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −135,534−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −126,475−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −83,220−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −79,458−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −77,520−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −70,806−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −60,884−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −59,994−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −58,618−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −54,982−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −48,800−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −47,514−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −44,750−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −40,283−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −37,576−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −37,540−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −36,822−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −31,250−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −28,153−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −26,407−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,127−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,894−100.0% | Sold out |
| Patten Group, Inc. | 0 | $0 | 0.00% | −20,707−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,545−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,935−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −14,243−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −12,260−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,236−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,748−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |