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 |
|---|---|---|---|---|---|
| Range Financial Group LLC | 12,839 | $400.3K | 0.13% | +12,839 | New |
| Blair William & Co | 12,665 | $394.9K | 0.00% | −164−1.3% | Reduced |
| Independence Bank of Kentucky | 12,563 | $391.7K | 0.05% | +12,563 | New |
| Moors & Cabot, Inc. | 12,545 | $391.2K | 0.02% | +12,545 | New |
| Dynamic Technology Lab Private Ltd | 12,227 | $381.2K | 0.06% | +12,227 | New |
| Advisory Services Network, LLC | 11,982 | $373.6K | 0.00% | +11,982 | New |
| Gryphon Financial Partners LLC | 11,916 | $371.5K | 0.04% | +11,916 | New |
| Capital Counsel LLC | 11,905 | $371.2K | 0.02% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 11,529 | $359.5K | 0.15% | +11,529 | New |
| Resources Investment Advisors, LLC. | 11,465 | $357.5K | 0.00% | +11,465 | New |
| Texas Yale Capital Corp. | 11,169 | $348.2K | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 10,786 | $336.3K | 0.07% | +10,786 | New |
| Allianz Asset Management GmbH | 10,771 | $335.8K | 0.00% | +10,771 | New |
| Callan Family Office, LLC | 10,670 | $332.7K | 0.01% | +10,670 | New |
| Brown Brothers Harriman & Co | 10,623 | $331.2K | 0.00% | +10,394+4,538.9% | Added |
| Stifel Financial Corp | 10,457 | $326.1K | 0.00% | −61,559−85.5% | Reduced |
| CWA Asset Management Group, LLC | 10,244 | $319.4K | 0.01% | +10,244 | New |
| Brinker Capital Investments, LLC | 10,157 | $316.7K | 0.00% | +10,157 | New |
| Intrust Bank NA | 10,068 | $313.9K | 0.03% | +10,068 | New |
| Seelaus Asset Management LLC | 10,031 | $312.8K | 0.23% | +10,031 | New |
| Simplex Trading, LLC | 9,968 | $310.8K | 0.01% | +9,968 | New |
| Frec Markets, Inc. | 9,966 | $310.7K | 0.05% | +9,966 | New |
| GAMMA Investing LLC | 9,737 | $303.6K | 0.01% | +7,475+330.5% | Added |
| Everence Capital Management Inc | 9,665 | $301.0K | 0.02% | +9,665 | New |
| Hohimer Wealth Management, LLC | 9,640 | $300.6K | 0.04% | +9,640 | New |
| Amundi | 9,364 | $292.0K | 0.00% | +9,364 | New |
| JMN Financial LLC | 9,256 | $288.6K | 0.28% | +9,256 | New |
| Jane Street Group, LLC | 9,242 | $288.2K | 0.00% | −777,643−98.8% | Reduced |
| XTX Topco Ltd | 9,200 | $286.9K | 0.00% | −54,810−85.6% | Reduced |
| Ethic Inc. | 9,189 | $286.5K | 0.00% | +9,189 | New |
| LMR Partners LLP | 9,172 | $286.0K | 0.00% | +9,172 | New |
| Commonwealth Equity Services, LLC | 9,149 | $285.3K | 0.00% | +9,149 | New |
| Davenport & Co LLC | 9,142 | $285.0K | 0.00% | +9,142 | New |
| Total Clarity Wealth Management, Inc. | 9,139 | $284.9K | 0.07% | +9,139 | New |
| Allspring Global Investments Holdings, LLC | 9,227 | $284.6K | 0.00% | +9,227 | New |
| Sanctuary Advisors, LLC | 9,122 | $284.4K | 0.00% | +9,122 | New |
| Private Advisor Group, LLC | 9,079 | $283.1K | 0.00% | +9,079 | New |
| Post Resch Tallon Group Inc. | 9,200 | $281.4K | 0.23% | +9,200 | New |
| Laird Norton Trust Company, LLC | 8,734 | $272.3K | 0.01% | +8,734 | New |
| Brighton Jones LLC | 8,562 | $267.0K | 0.01% | +8,562 | New |
| Kingsview Wealth Management, LLC | 8,496 | $264.9K | 0.00% | +8,496 | New |
| RWC Asset Management LLP | 8,445 | $263.3K | 0.01% | +8,445 | New |
| Ruggaard & Associates LLC | 8,410 | $262.2K | 0.10% | +8,410 | New |
| QRG Capital Management, Inc. | 8,365 | $260.8K | 0.00% | +8,365 | New |
| HB Wealth Management, LLC | 8,352 | $260.4K | 0.00% | +8,352 | New |
| Avantax Planning Partners, Inc. | 8,344 | $260.2K | 0.01% | +8,344 | New |
| Sterling Capital Management LLC | 8,313 | $259.2K | 0.00% | +1,724+26.2% | Added |
| Cullen Capital Management LLC | 8,206 | $255.9K | 0.00% | +8,206 | New |
| Jump Financial, LLC | 8,081 | $252.0K | 0.00% | −5,491−40.5% | Reduced |
| denkapparat Operations GmbH | 8,052 | $251.1K | 0.10% | +8,052 | New |
| Verition Fund Management LLC | 8,009 | $249.7K | 0.00% | −58,869−88.0% | Reduced |
| Shelton Capital Management | 7,843 | $244.5K | 0.01% | +7,843 | New |
| Two Sigma Securities, LLC | 7,819 | $243.8K | 0.03% | +7,819 | New |
| Foster & Motley Inc | 7,777 | $242.0K | 0.01% | +7,777 | New |
| Ensign Peak Advisors, Inc | 7,621 | $237.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,044 | $237.3K | 0.00% | +7,019+684.8% | Added |
| Crossmark Global Holdings, Inc. | 7,550 | $235.4K | 0.00% | +7,550 | New |
| Merit Financial Group, LLC | 7,216 | $225.0K | 0.00% | +7,216 | New |
| Syon Capital LLC | 7,173 | $223.7K | 0.01% | +7,173 | New |
| Cim Investment Mangement Inc | 7,157 | $223.2K | 0.06% | +7,157 | New |
| KBC Group NV | 7,161 | $223.0K | 0.00% | +3,371+88.9% | Added |
| Worth Venture Partners, LLC | 7,150 | $222.9K | 0.71% | +7,150 | New |
| Interval Partners, LP | 7,054 | $219.9K | 0.01% | +7,054 | New |
| Park Avenue Securities LLC | 7,039 | $219.0K | 0.00% | +7,039 | New |
| Van Den Berg Management I, Inc | 7,003 | $218.4K | 0.05% | +7,003 | New |
| Belpointe Asset Management LLC | 6,987 | $217.9K | 0.01% | +6,987 | New |
| Fortis Capital Advisors, LLC | 6,987 | $217.9K | 0.03% | +6,987 | New |
| Stock Yards Bank & Trust Co | 6,799 | $212.0K | 0.01% | +6,799 | New |
| Covestor Ltd | 6,750 | $210.0K | 0.15% | −1,214−15.2% | Reduced |
| James Investment Research Inc | 6,700 | $208.9K | 0.02% | +6,700 | New |
| Intrua Financial, LLC | 6,669 | $207.9K | 0.02% | +6,669 | New |
| Allworth Financial LP | 6,653 | $207.4K | 0.00% | +6,239+1,507.0% | Added |
| Chicago Trust Co NA | 6,627 | $206.6K | 0.03% | +6,627 | New |
| Virtus Investment Advisers, Inc. | 6,482 | $202.1K | 0.06% | −2,080−24.3% | Reduced |
| B&L Asset Management LLC | 6,466 | $201.6K | 0.09% | +6,466 | New |
| Greenwich Wealth Management LLC | 6,437 | $201.0K | 0.01% | +6,437 | New |
| National Bank of Canada | 6,080 | $189.6K | 0.00% | −75−1.2% | Reduced |
| Corient IA LLC | 6,060 | $189.0K | 0.18% | +6,060 | New |
| DekaBank Deutsche Girozentrale | 5,738 | $186.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,676 | $177.0K | 0.00% | +2,124+59.8% | Added |
| Exchange Traded Concepts, LLC | 5,564 | $173.5K | 0.00% | −52,579−90.4% | Reduced |
| Quadrant Capital Group LLC | 5,393 | $168.2K | 0.01% | +4,298+392.5% | Added |
| SBI Securities Co., Ltd. | 4,708 | $146.8K | 0.00% | +3,335+242.9% | Added |
| Parallel Advisors, LLC | 4,678 | $145.9K | 0.00% | +4,562+3,932.8% | Added |
| Federated Hermes, Inc. | 4,661 | $145.3K | 0.00% | +4,661 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,419 | $137.8K | 0.01% | +3,364+318.9% | Added |
| Rockefeller Capital Management L.P. | 4,095 | $127.7K | 0.00% | +3,219+367.5% | Added |
| Pacer Advisors, Inc. | 3,980 | $124.0K | 0.00% | +3,980 | New |
| Nomura Asset Management Co Ltd | 3,770 | $117.5K | 0.00% | +2,210+141.7% | Added |
| Umb Bank N A | 3,439 | $107.2K | 0.00% | +1,528+80.0% | Added |
| Harbor Capital Advisors, Inc. | 3,092 | $96.0K | 0.01% | +1,116+56.5% | Added |
| SRS Capital Advisors, Inc. | 2,782 | $86.3K | 0.00% | +2,382+595.5% | Added |
| Legacy Wealth Managment, LLC | 2,720 | $84.8K | 0.04% | −153−5.3% | Reduced |
| Salomon & Ludwin, LLC | 2,415 | $73.9K | 0.01% | +2,064+588.0% | Added |
| Quent Capital, LLC | 2,344 | $73.1K | 0.01% | +2,341+78,033.3% | Added |
| Bessemer Group Inc | 1,888 | $59.0K | 0.00% | +1,641+664.4% | Added |
| MAI Capital Management | 1,706 | $53.2K | 0.00% | +1,651+3,001.8% | Added |
| Massmutual Trust Co FSB | 1,691 | $52.7K | 0.00% | +1,149+212.0% | Added |
| Sankala Group LLC | 1,500 | $49.0K | 0.04% | −1,500−50.0% | Reduced |
| Golden State Equity Partners | 1,535 | $47.9K | 0.00% | +1,535 | New |