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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.

Institutional holdersQ1 2026: 514 institutions
Q1 2021: 184 institutionsQ2 2021: 226 institutionsQ3 2021: 238 institutionsQ4 2021: 262 institutionsQ1 2022: 302 institutionsQ2 2022: 310 institutionsQ3 2022: 310 institutionsQ4 2022: 342 institutionsQ1 2023: 296 institutionsQ2 2023: 309 institutionsQ3 2023: 373 institutionsQ4 2023: 370 institutionsQ1 2024: 390 institutionsQ2 2024: 422 institutionsQ3 2024: 420 institutionsQ4 2024: 426 institutionsQ1 2025: 404 institutionsQ2 2025: 372 institutionsQ3 2025: 383 institutionsQ4 2025: 345 institutionsQ1 2026: 514 institutionsQ2 2026: 499 institutions
Value heldQ1 2026: $7.08B
Q1 2021: $1.62BQ2 2021: $2.53BQ3 2021: $2.74BQ4 2021: $3.05BQ1 2022: $4.08BQ2 2022: $3.71BQ3 2022: $4.13BQ4 2022: $3.90BQ1 2023: $3.04BQ2 2023: $3.44BQ3 2023: $4.21BQ4 2023: $4.25BQ1 2024: $5.71BQ2 2024: $4.92BQ3 2024: $4.66BQ4 2024: $4.47BQ1 2025: $3.48BQ2 2025: $2.83BQ3 2025: $2.93BQ4 2025: $2.11BQ1 2026: $7.08BQ2 2026: $6.01B
Institutions holding SM and their total value by quarter
QuarterHoldersValue
Q2 2026499$6.01B
Q1 2026514$7.08B
Q4 2025345$2.11B
Q3 2025383$2.93B
Q2 2025372$2.83B
Q1 2025404$3.48B
Q4 2024426$4.47B
Q3 2024420$4.66B
Q2 2024422$4.92B
Q1 2024390$5.71B
Q4 2023370$4.25B
Q3 2023373$4.21B
Q2 2023309$3.44B
Q1 2023296$3.04B
Q4 2022342$3.90B
Q3 2022310$4.13B
Q2 2022310$3.71B
Q1 2022302$4.08B
Q4 2021262$3.05B
Q3 2021238$2.74B
Q2 2021226$2.53B
Q1 2021184$1.62B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q4 2025.

Institutions holding SM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Kemnay Advisory Services Inc.1,525$47.5K0.01%+1,525New
First Horizon Corp1,501$46.8K0.00%−359−19.3%Reduced
American National Bank1,451$45.2K0.00%+1,451New
Ancora Advisors, LLC1,436$44.8K0.00%+1,336+1,336.0%Added
Cetera Trust Company, N.A1,435$44.7K0.03%00.0%Unchanged
Root Financial Partners, LLC1,304$40.6K0.00%+1,263+3,080.5%Added
Larson Financial Group LLC1,298$40.5K0.00%+1,057+438.6%Added
Los Angeles Capital Management LLC1,222$38.1K0.00%+562+85.2%Added
Huntington National Bank1,195$37.3K0.00%+443+58.9%Added
NBC Securities, Inc.1,194$37.2K0.00%−153−11.4%Reduced
Kilter Group LLC1,157$36.1K0.02%+1,082+1,442.7%Added
Parkside Financial Bank & Trust1,131$35.3K0.00%+1,093+2,876.3%Added
EverSource Wealth Advisors, LLC1,129$35.2K0.00%+868+332.6%Added
Assetmark, Inc1,126$35.1K0.00%+1,126New
Smartleaf Asset Management LLC1,078$34.7K0.00%−769−41.6%Reduced
Valued Wealth Advisors LLC1,059$33.0K0.01%+1,059New
Atlantic Union Bankshares Corp1,056$32.9K0.00%+1,056New
Center for Financial Planning, Inc.1,000$31.2K0.00%+1,000New
Northwestern Mutual Wealth Management Co944$29.4K0.00%+221+30.6%Added
Torren Management, LLC839$26.2K0.01%+821+4,561.1%Added
Global Wealth Strategies & Associates810$25.2K0.01%+15+1.9%Added
Fideuram - Intesa Sanpaolo Private Banking S.P.A.749$23.4K0.00%00.0%Unchanged
Valley National Advisers Inc747$23.0K0.00%+747New
GWM Advisors LLC720$22.4K0.00%+531+281.0%Added
Eastern Bank719$22.4K0.00%+719New
Vanguard National Trust Co655$20.4K0.00%+655New
Bell Investment Advisors, Inc652$20.3K0.00%+501+331.8%Added
Wealth Preservation Advisors, LLC586$18.3K0.02%+586New
Essential Partners LLC577$18.0K0.01%+577New
Cedar Mountain Advisors, LLC538$16.8K0.00%+523+3,486.7%Added
Whittier Trust Co of Nevada Inc528$16.1K0.00%+528New
International Assets Investment Management, LLC536$15.8K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.499$15.6K0.00%+498+49,800.0%Added
Rothschild Investment LLC489$15.2K0.00%+378+340.5%Added
Capital Advisors, Ltd. LLC470$15.0K0.00%+468+23,400.0%Added
Triumph Capital Management471$14.7K0.00%+471New
Coastal Investment Advisors, Inc.467$14.5K0.01%+467New
MCF Advisors LLC408$12.7K0.00%+408New
Twin Peaks Wealth Advisors, LLC404$12.6K0.00%+404New
Bare Financial Services, Inc398$12.4K0.00%+38+10.6%Added
Rakuten Securities, Inc.397$12.4K0.01%+397New
Westside Investment Management, Inc.395$12.1K0.00%+395New
Avion Wealth397$12.0K0.00%+369+1,317.9%Added
Addison Advisors LLC377$11.8K0.00%+327+654.0%Added
Versant Capital Management, Inc368$11.5K0.00%−1,683−82.1%Reduced
Barrow Hanley Mewhinney & Strauss LLC363$11.3K0.00%00.0%Unchanged
WealthCollab, LLC353$11.0K0.00%+335+1,861.1%Added
LRI Investments, LLC339$10.6K0.00%+339New
ZRC Wealth Management, LLC316$9.85K0.00%+316New
Ameriflex Group, Inc.305$9.51K0.00%+305New
Financial Consulate, Inc300$9.35K0.00%+300New
True Wealth Design, LLC281$8.76K0.00%+248+751.5%Added
Owl Creek Wealth Partners LLC245$7.64K0.00%+245New
Bokf, NA197$6.14K0.00%+197New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.196$6.11K0.00%+98+100.0%Added
Archer Investment Corp183$5.71K0.00%+143+357.5%Added
Private Wealth Asset Management, LLC174$5.42K0.00%+169+3,380.0%Added
Whittier Trust Co174$5.30K0.00%+174New
Prestige Wealth Management Group LLC147$4.58K0.00%+147New
Godsey & Gibb Associates137$4.27K0.00%+137New
Sachetta, LLC136$4.24K0.00%+136New
Godfrey Financial Associates, Inc.125$3.90K0.00%+20+19.0%Added
Chilton Capital Management LLC124$3.87K0.00%+124New
Private Trust Co NA124$3.87K0.00%+124New
CVA Family Office, LLC123$3.83K0.00%+123New
Private Wealth Management Group, LLC110$3.43K0.00%+59+115.7%Added
Farmers & Merchants Investments Inc105$3.27K0.00%+30+40.0%Added
SJS Investment Consulting Inc.102$3.18K0.00%+102New
Transamerica Financial Advisors, Inc.96$2.99K0.00%+91+1,820.0%Added
Mountain Hill Investment Partners Corp.93$2.90K0.00%+93New
Rialto Wealth Management, LLC92$2.87K0.00%−7−7.1%Reduced
Stone House Investment Management, LLC90$2.81K0.00%+90New
IFM Investors Pty Ltd90$2.81K0.00%+90New
Bruce G. Allen Investments, LLC89$2.77K0.00%+89New
Cornerstone Financial Management LLC89$2.77K0.00%+89New
Innovative Asset Advisors Group, LLC87$2.71K0.00%+87New
SHP Wealth Management83$2.59K0.00%+83New
UMA Financial Services, Inc.82$2.56K0.00%+56+215.4%Added
MV Capital Management, Inc.65$2.03K0.00%+50+333.3%Added
Sunbelt Securities, Inc.64$2.00K0.00%+64New
Manchester Capital Management LLC62$1.93K0.00%+62New
AdvisorNet Financial, Inc58$1.81K0.00%00.0%Unchanged
Sound Income Strategies, LLC53$1.56K0.00%00.0%Unchanged
Johnson Financial Group, Inc.47$1.47K0.00%+47New
South State Corp.43$1.34K0.00%+43New
Vermillion Wealth Management, Inc.40$1.24K0.00%+9+29.0%Added
Fortitude Family Office, LLC38$1.19K0.00%+38New
Gilpin Wealth Management, LLC37$1.15K0.00%+27+270.0%Added
Ankerstar Wealth, LLC34$1.06K0.00%+19+126.7%Added
WPG Advisers, LLC31$9670.00%+31New
JFS Wealth Advisors, LLC30$9360.00%00.0%Unchanged
Picton Mahoney Asset Management29$9040.00%00.0%Unchanged
Creative Financial Designs Inc24$7500.00%+9+60.0%Added
Bogart Wealth, LLC24$7480.00%+24New
Retirement Wealth Solutions LLC23$7180.00%+23New
Cromwell Holdings LLC23$7170.00%+23New
Rossby Financial, LCC21$6200.00%+21New
Trust Co17$5300.00%00.0%Unchanged
Collier Financial13$4050.00%+13New
Central Trust Co12$3750.00%00.0%Unchanged