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 |
|---|---|---|---|---|---|
| BTG Pactual Asset Management US LLC | 49,460 | $1.54M | 0.15% | +49,460 | New |
| US Bancorp | 48,824 | $1.52M | 0.00% | +7,316+17.6% | Added |
| Sendero Wealth Management, LLC | 46,199 | $1.44M | 0.16% | −78−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 44,953 | $1.40M | 0.00% | +16,576+58.4% | Added |
| Summit Global Investments | 44,820 | $1.40M | 0.08% | −1,597−3.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 45,736 | $1.37M | 0.45% | +45,535+22,654.2% | Added |
| First Citizens Bank & Trust Co | 40,378 | $1.26M | 0.03% | +40,378 | New |
| Virginia Retirement Systems Et Al | 40,100 | $1.25M | 0.01% | +40,100 | New |
| Envestnet Portfolio Solutions, Inc. | 39,686 | $1.24M | 0.01% | +39,686 | New |
| Unifi Asset Management LP | 39,580 | $1.23M | 0.71% | +39,580 | New |
| Balyasny Asset Management LLC | 39,574 | $1.23M | 0.00% | −1,743,792−97.8% | Reduced |
| Weiss Asset Management LP | 39,200 | $1.22M | 0.02% | −68,027−63.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 39,115 | $1.22M | 0.23% | +39,106+434,511.1% | Added |
| Walleye Trading LLC | 38,754 | $1.21M | 0.02% | +25,759+198.2% | Added |
| ProShare Advisors LLC | 38,562 | $1.20M | 0.00% | +16,351+73.6% | Added |
| GF Fund Management Co. Ltd. | 38,048 | $1.19M | 0.02% | +4,625+13.8% | Added |
| SMH Capital Advisors Inc | 37,445 | $1.17M | 3.30% | +37,445 | New |
| Wealth Enhancement Advisory Services, LLC | 38,088 | $1.17M | 0.00% | +38,088 | New |
| Bank of Montreal | 37,056 | $1.16M | 0.00% | +15,728+73.7% | Added |
| Pictet Asset Management Holding SA | 36,745 | $1.15M | 0.00% | +17,917+95.2% | Added |
| Waldron Private Wealth LLC | 36,433 | $1.14M | 0.04% | +930+2.6% | Added |
| Neuberger Berman Group LLC | 36,108 | $1.13M | 0.00% | +36,108 | New |
| Unison Advisors LLC | 36,104 | $1.13M | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 34,407 | $1.07M | 0.03% | +8,452+32.6% | Added |
| Saxon Interests, Inc. | 34,166 | $1.07M | 0.37% | +34,166 | New |
| Catalyst Capital Advisors LLC | 33,782 | $1.05M | 0.02% | +33,782 | New |
| Maryland State Retirement & Pension System | 33,014 | $1.03M | 0.02% | +16,135+95.6% | Added |
| Aventail Capital Group, LP | 32,949 | $1.03M | 0.05% | −933−2.8% | Reduced |
| Brookfield Asset Management Inc. | 32,016 | $998.3K | 0.00% | +32,016 | New |
| Jones Financial Companies LLLP | 29,928 | $979.3K | 0.00% | +27,747+1,272.2% | Added |
| Legacy Capital Group California, Inc. | 31,237 | $974.0K | 0.37% | +31,237 | New |
| DRW Securities, LLC | 30,705 | $957.4K | 0.05% | +6,532+27.0% | Added |
| Tower Research Capital LLC (TRC) | 28,810 | $898.3K | 0.02% | +25,619+802.9% | Added |
| M&T Bank Corp | 28,623 | $893.1K | 0.00% | +28,623 | New |
| Glenorchy Capital Ltd | 28,249 | $880.8K | 0.48% | +28,249 | New |
| J.W. Cole Advisors, Inc. | 28,116 | $876.7K | 0.03% | +28,116 | New |
| STRS Ohio | 26,900 | $838.7K | 0.00% | +6,800+33.8% | Added |
| Citadel Advisors LLC | 26,399 | $823.1K | 0.00% | −313,601−92.2% | Reduced |
| Mutual of America Capital Management LLC | 25,904 | $807.7K | 0.01% | +12,811+97.8% | Added |
| Advisor Group Holdings, Inc. | 25,409 | $792.3K | 0.00% | +13,794+118.8% | Added |
| PEAK6 LLC | 25,304 | $789.0K | 0.02% | +25,304 | New |
| Public Employees Retirement Association of Colorado | 25,145 | $784.0K | 0.00% | +11,321+81.9% | Added |
| CWM Advisors, LLC | 25,091 | $782.3K | 0.05% | −4,451−15.1% | Reduced |
| Highbridge Capital Management LLC | 24,000 | $771.1K | 0.05% | −42,000−63.6% | Reduced |
| RSM US Wealth Management LLC | 24,584 | $766.5K | 0.01% | +5,163+26.6% | Added |
| Sequoia Financial Advisors, LLC | 24,442 | $762.1K | 0.00% | +24,442 | New |
| Sagewood Asset Management LP | 24,152 | $753.1K | 0.24% | +24,152 | New |
| Ieq Capital, LLC | 23,696 | $738.9K | 0.00% | +23,696 | New |
| CAPROCK Group, Inc. | 23,542 | $734.1K | 0.02% | +23,542 | New |
| Xponance, Inc. | 22,940 | $715.3K | 0.01% | +22,940 | New |
| Captrust Financial Advisors | 22,470 | $700.6K | 0.00% | +22,470 | New |
| Skopos Labs, Inc. | 21,039 | $656.0K | 0.02% | +21,039 | New |
| State of Wisconsin Investment Board | 20,925 | $652.4K | 0.00% | +20,925 | New |
| Sippican Capital Advisors | 20,760 | $647.3K | 0.44% | +4,929+31.1% | Added |
| CWM, LLC | 20,723 | $646.1K | 0.00% | +18,297+754.2% | Added |
| Redwood Wealth Management Group, LLC | 20,609 | $642.6K | 0.28% | +20,609 | New |
| Kestra Investment Management, LLC | 20,600 | $642.3K | 0.01% | +20,600 | New |
| CIBC Bancorp USA Inc. | 20,440 | $637.3K | 0.00% | +20,440 | New |
| Ameritas Investment Partners, Inc. | 20,412 | $636.4K | 0.02% | +10,872+114.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,387 | $635.7K | 0.01% | −236,669−92.1% | Reduced |
| DGS Capital Management, LLC | 19,967 | $622.6K | 0.10% | +9,119+84.1% | Added |
| Atomi Financial Group, Inc. | 19,746 | $615.7K | 0.02% | +19,746 | New |
| The PNC Financial Services Group, Inc. | 19,191 | $598.4K | 0.00% | +11,866+162.0% | Added |
| Winton Group Ltd | 19,000 | $592.4K | 0.02% | −52,655−73.5% | Reduced |
| Axq Capital, LP | 18,715 | $583.5K | 0.08% | +18,715 | New |
| Janney Montgomery Scott LLC | 18,706 | $583.0K | 0.00% | +18,706 | New |
| Virtu Financial LLC | 18,509 | $577.0K | 0.02% | +4,088+28.3% | Added |
| Mangrove Partners | 18,335 | $571.7K | 0.05% | +5,382+41.6% | Added |
| TCI Wealth Advisors, Inc. | 18,277 | $569.9K | 0.03% | −11,178−37.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,239 | $569.0K | 0.00% | +18,239 | New |
| CIBC Asset Management Inc | 18,061 | $563.1K | 0.00% | +6,770+60.0% | Added |
| IFP Advisors, Inc | 17,691 | $551.6K | 0.01% | +757+4.5% | Added |
| Abacus Planning Group, Inc. | 17,368 | $541.5K | 0.07% | +17,368 | New |
| AlphaCore Capital LLC | 17,308 | $539.7K | 0.01% | +17,308 | New |
| HighTower Advisors, LLC | 17,288 | $539.1K | 0.00% | +17,288 | New |
| New Age Alpha Advisors, LLC | 16,848 | $525.3K | 0.02% | +16,848 | New |
| Signaturefd, LLC | 16,828 | $524.7K | 0.01% | +13,997+494.4% | Added |
| DnB Asset Management AS | 16,575 | $516.8K | 0.00% | +16,575 | New |
| Moody National Bank Trust Division | 16,481 | $513.9K | 0.05% | +1,481+9.9% | Added |
| Jackson Hole Capital Partners, LLC | 16,357 | $510.0K | 0.08% | +16,357 | New |
| Summit Trail Advisors, LLC | 16,263 | $507.1K | 0.01% | +16,263 | New |
| GTS Securities LLC | 16,243 | $506.5K | 0.02% | +16,243 | New |
| Investors Research Corp | 15,618 | $487.0K | 0.09% | +15,618 | New |
| Investment Advisory Services Inc | 15,417 | $480.7K | 0.15% | +15,417 | New |
| Toroso Investments, LLC | 15,200 | $473.9K | 0.00% | +15,200 | New |
| Pickering Energy Partners LP | 15,000 | $467.7K | 0.95% | +15,000 | New |
| Pale Fire Capital SE | 14,700 | $458.3K | 0.04% | +14,700 | New |
| Mount Yale Investment Advisors, LLC | 14,660 | $457.1K | 0.01% | +14,660 | New |
| Aigen Investment Management, LP | 14,405 | $449.1K | 0.12% | −52,654−78.5% | Reduced |
| Cambria Investment Management, L.P. | 14,306 | $446.1K | 0.02% | +14,306 | New |
| Savant Capital, LLC | 14,078 | $439.0K | 0.00% | +14,078 | New |
| Schonfeld Strategic Advisors LLC | 13,971 | $435.6K | 0.00% | −19,778−58.6% | Reduced |
| EP Wealth Advisors, LLC | 13,825 | $431.1K | 0.00% | +13,825 | New |
| Sage Rhino Capital LLC | 13,802 | $430.3K | 0.08% | +13,802 | New |
| Bridgefront Capital, LLC | 13,782 | $429.7K | 0.11% | +622+4.7% | Added |
| Evergreen Capital Management LLC | 13,769 | $429.3K | 0.01% | +13,769 | New |
| Quad-Cities Investment Group, LLC | 13,402 | $417.9K | 0.17% | +13,402 | New |
| Swiss Life Asset Management Ltd | 13,158 | $410.3K | 0.00% | +13,158 | New |
| Inspire Advisors, LLC | 12,997 | $405.3K | 0.03% | −1,042−7.4% | Reduced |
| Profund Advisors LLC | 12,863 | $401.1K | 0.01% | −1,133−8.1% | Reduced |