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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 191,323 | $5.97M | 0.01% | +74,685+64.0% | Added |
| State of Alaska, Department of Revenue | 189,643 | $5.91M | 0.06% | +127,308+204.2% | Added |
| Tieton Capital Management, LLC | 189,263 | $5.90M | 1.98% | +189,263 | New |
| Atom Investors LP | 189,130 | $5.90M | 0.42% | +189,130 | New |
| Raymond James Financial Inc | 186,778 | $5.82M | 0.00% | +18,626+11.1% | Added |
| Great West Life Assurance Co | 186,584 | $5.82M | 0.01% | +84,652+83.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 183,959 | $5.74M | 0.01% | +127,685+226.9% | Added |
| Empowered Funds, LLC | 181,172 | $5.65M | 0.04% | +55,179+43.8% | Added |
| Moody Aldrich Partners LLC | 176,512 | $5.50M | 0.99% | +43,803+33.0% | Added |
| CastleKnight Management LP | 168,533 | $5.25M | 0.25% | +168,533 | New |
| Vanguard Asset Management, Ltd | 167,957 | $5.24M | 0.00% | +167,957 | New |
| Franklin Resources Inc | 166,152 | $5.18M | 0.00% | +81,315+95.8% | Added |
| LPL Financial LLC | 161,992 | $5.05M | 0.00% | +119,711+283.1% | Added |
| Marshall Wace, LLP | 160,747 | $5.01M | 0.01% | +160,747 | New |
| Susquehanna Portfolio Strategies, LLC | 154,120 | $4.81M | 0.07% | +154,120 | New |
| Horizon Investments, LLC | 150,567 | $4.69M | 0.05% | +150,567 | New |
| Peregrine Capital Management LLC | 141,661 | $4.42M | 0.16% | −13,661−8.8% | Reduced |
| Citigroup Inc | 137,907 | $4.30M | 0.00% | +101,624+280.1% | Added |
| Massachusetts Financial Services Co | 137,155 | $4.28M | 0.00% | +60,788+79.6% | Added |
| MetLife Investment Management | 136,537 | $4.26M | 0.02% | +73,525+116.7% | Added |
| Vanguard Global Advisers, LLC | 133,744 | $4.17M | 0.00% | +133,744 | New |
| Janus Henderson Group PLC | 124,445 | $3.88M | 0.00% | +79,083+174.3% | Added |
| Vontobel Holding Ltd. | 124,500 | $3.88M | 0.01% | +124,500 | New |
| State of Tennessee, Treasury Department | 122,419 | $3.82M | 0.01% | +46,450+61.1% | Added |
| Nisa Investment Advisors, LLC | 118,061 | $3.68M | 0.01% | +35,474+43.0% | Added |
| Mercer Global Advisors Inc | 113,445 | $3.54M | 0.01% | +32,228+39.7% | Added |
| Quadrature Capital Ltd | 112,997 | $3.52M | 0.04% | +95,211+535.3% | Added |
| Edgestream Partners, L.P. | 112,950 | $3.52M | 0.12% | +112,950 | New |
| Congress Asset Management Co | 112,279 | $3.50M | 0.03% | +13,355+13.5% | Added |
| South Dakota Investment Council | 109,758 | $3.42M | 0.07% | +109,758 | New |
| Cerity Partners LLC | 108,213 | $3.37M | 0.00% | +71,681+196.2% | Added |
| Cetera Investment Advisers | 108,019 | $3.37M | 0.00% | +86,658+405.7% | Added |
| IMC-Chicago, LLC | 105,933 | $3.30M | 0.05% | +94,355+815.0% | Added |
| Voya Investment Management LLC | 105,722 | $3.30M | 0.00% | +22,625+27.2% | Added |
| Illinois Municipal Retirement Fund | 103,968 | $3.24M | 0.04% | +45,869+78.9% | Added |
| Wedge Capital Management L L P | 103,578 | $3.23M | 0.06% | −514,281−83.2% | Reduced |
| CI Private Wealth, LLC | 106,345 | $3.20M | 0.00% | +89,147+518.4% | Added |
| Quantinno Capital Management LP | 101,624 | $3.17M | 0.01% | +75,014+281.9% | Added |
| Louisiana State Employees Retirement System | 100,300 | $3.13M | 0.05% | +47,800+91.0% | Added |
| HITE Hedge Asset Management LLC | 100,000 | $3.12M | 0.18% | −66,923−40.1% | Reduced |
| Oliver Luxxe Assets LLC | 98,166 | $3.06M | 0.46% | +98,166 | New |
| Manufacturers Life Insurance Company, The | 98,026 | $3.06M | 0.00% | +45,218+85.6% | Added |
| NFJ Investment Group, LLC | 96,937 | $3.02M | 0.12% | 00.0% | Unchanged |
| Expect Equity LLC | 95,806 | $2.99M | 2.32% | +95,806 | New |
| State of New Jersey Common Pension Fund D | 95,781 | $2.99M | 0.01% | +95,781 | New |
| Kestra Advisory Services, LLC | 95,528 | $2.98M | 0.01% | +86,936+1,011.8% | Added |
| Ironwood Investment Management LLC | 95,390 | $2.97M | 1.24% | +15,300+19.1% | Added |
| Entropy Technologies, LP | 95,162 | $2.97M | 0.14% | +95,162 | New |
| Royal Bank of Canada | 94,115 | $2.94M | 0.00% | +49,740+112.1% | Added |
| Evoke Wealth, LLC | 93,870 | $2.93M | 0.05% | −36,974−28.3% | Reduced |
| Kornitzer Capital Management Inc | 92,007 | $2.87M | 0.06% | +92,007 | New |
| Dana Investment Advisors, Inc. | 89,150 | $2.78M | 0.08% | +14,182+18.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,703 | $2.73M | 0.01% | +55,268+170.4% | Added |
| Cozad Asset Management Inc | 84,447 | $2.63M | 0.21% | +84,447 | New |
| Collar Capital Management, LLC | 81,984 | $2.56M | 1.65% | +455+0.6% | Added |
| SummitTX Capital, L.P. | 79,549 | $2.48M | 0.08% | −369,013−82.3% | Reduced |
| Fifth Third Bancorp | 77,818 | $2.43M | 0.00% | +76,660+6,620.0% | Added |
| Assenagon Asset Management S.A. | 77,631 | $2.42M | 0.00% | +77,631 | New |
| CSS LLC | 77,007 | $2.40M | 0.13% | +66,763+651.7% | Added |
| Cresset Asset Management, LLC | 76,508 | $2.39M | 0.01% | +27,485+56.1% | Added |
| Tanglewood Legacy Advisors, LLC | 74,323 | $2.32M | 0.84% | 00.0% | Unchanged |
| Empyrean Capital Partners, LP | 74,000 | $2.31M | 0.08% | +74,000 | New |
| Walleye Capital LLC | 72,411 | $2.26M | 0.01% | −226,065−75.7% | Reduced |
| JustInvest LLC | 70,645 | $2.20M | 0.02% | +47,582+206.3% | Added |
| Martingale Asset Management L P | 69,826 | $2.18M | 0.05% | +69,826 | New |
| Advisors Asset Management, Inc. | 69,525 | $2.17M | 0.04% | +68,644+7,791.6% | Added |
| Yousif Capital Management, LLC | 68,114 | $2.12M | 0.02% | +34,134+100.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 67,382 | $2.10M | 0.02% | +35,555+111.7% | Added |
| Amalgamated Bank | 65,606 | $2.05M | 0.02% | +32,231+96.6% | Added |
| Mariner, LLC | 65,387 | $2.04M | 0.00% | +65,387 | New |
| Meeder Asset Management Inc | 65,374 | $2.04M | 0.12% | −18,450−22.0% | Reduced |
| KLP Kapitalforvaltning AS | 63,156 | $1.97M | 0.01% | +38,356+154.7% | Added |
| Oxford Asset Management LLP | 62,836 | $1.96M | 0.79% | +50,268+400.0% | Added |
| Lazard Asset Management LLC | 61,795 | $1.93M | 0.00% | +42,778+224.9% | Added |
| Landscape Capital Management, L.L.C. | 60,490 | $1.89M | 0.12% | +15,681+35.0% | Added |
| Natixis Advisors, L.P. | 60,462 | $1.89M | 0.00% | +33,596+125.1% | Added |
| Group One Trading, L.P. | 60,099 | $1.87M | 0.06% | +59,592+11,753.8% | Added |
| HSBC Holdings PLC | 59,225 | $1.86M | 0.00% | −143,752−70.8% | Reduced |
| Elo Mutual Pension Insurance Co | 59,386 | $1.85M | 0.03% | +59,386 | New |
| Arizona State Retirement System | 58,929 | $1.84M | 0.01% | +27,214+85.8% | Added |
| Quantbot Technologies LP | 57,711 | $1.80M | 0.07% | +57,711 | New |
| Readystate Asset Management LP | 56,672 | $1.77M | 0.10% | +56,672 | New |
| Graham Capital Management, L.P. | 56,292 | $1.76M | 0.06% | −24,167−30.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,076 | $1.75M | 0.01% | +26,800+91.5% | Added |
| Dark Forest Capital Management LP | 55,997 | $1.75M | 0.16% | +43,699+355.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,976 | $1.75M | 0.01% | +27,616+97.4% | Added |
| Sierra Summit Advisors LLC | 55,288 | $1.72M | 0.25% | +55,288 | New |
| BNP Paribas Arbitrage, SA | 55,076 | $1.72M | 0.00% | −12,325−18.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 54,553 | $1.70M | 0.00% | +54,553 | New |
| Abel Hall, LLC | 54,094 | $1.69M | 0.36% | +54,094 | New |
| Pinebridge Investments LLC | 53,763 | $1.68M | 0.01% | +53,763 | New |
| S&T Bank | 53,464 | $1.67M | 0.62% | +53,464 | New |
| Guggenheim Capital LLC | 53,451 | $1.67M | 0.01% | +21,194+65.7% | Added |
| Pathstone Holdings, LLC | 52,534 | $1.64M | 0.01% | +35,585+210.0% | Added |
| Oregon Public Employees Retirement Fund | 51,795 | $1.61M | 0.02% | +25,544+97.3% | Added |
| Diversified Trust Co | 50,933 | $1.59M | 0.03% | +17,597+52.8% | Added |
| Freestone Capital Holdings, LLC | 50,725 | $1.58M | 0.05% | +50,725 | New |
| Intech Investment Management LLC | 50,561 | $1.58M | 0.02% | −91,490−64.4% | Reduced |
| Boston Partners | 50,179 | $1.56M | 0.00% | −79,126−61.2% | Reduced |
| Seven Grand Managers, LLC | 50,000 | $1.56M | 0.10% | +50,000 | New |