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Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding SM Energy Co changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of SM: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders5147499−8
Shares227.2M762.6K230.2M+3.73M (+1.6%)
Value$7.08B$23.8M$6.01B−$1.05B (−14.9%)

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held SM Energy Co at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to SM in Q2 2026
InstitutionSharesValue% of portfolio
Fuller & Thaler Asset Management, Inc.2,280,261$59.5M0.16%
Bridgewater Associates, LP265,019$6.92M0.03%
Trexquant Investment LP243,748$6.36M0.04%
Turtle Creek Wealth Advisors, LLC190,959$4.98M0.26%
SIR Capital Management, L.P.182,900$4.77M0.55%
Jupiter Topco LLC107,345$2.80M0.00%
HRT Financial LP105,718$2.76M0.01%
Hussman Strategic Advisors, Inc.105,000$2.74M0.63%
Dockside LLC103,036$2.69M0.63%
Two Sigma Investments, LP87,490$2.28M0.00%
Gsa Capital Partners LLP85,953$2.24M0.14%
Mirae Asset Securities (USA) Inc.85,576$2.23M0.10%
Brevan Howard Capital Management LP85,510$2.23M0.03%
Redwood Investment Management, LLC82,815$2.16M0.21%
J. Safra Sarasin Holding AG81,901$2.14M0.03%
Caption Management, LLC80,000$2.09M0.07%
SG Americas Securities, LLC73,513$1.92M0.00%
Engineers Gate Manager LP57,033$1.49M0.02%
Fulcrum Asset Management LLP51,348$1.34M0.13%
Numerai GP LLC46,904$1.22M0.10%
Vise Technologies, Inc.37,515$979.2K0.01%
Commons Capital, LLC30,000$783.0K0.55%
State of Wyoming27,704$723.1K0.07%
Fox Run Management, L.L.C.24,799$647.3K0.11%
Blackstone Group Inc.23,599$615.9K0.00%
Almanack Investment Partners, LLC.20,123$525.2K0.07%
Horizon Investment Services, LLC19,595$511.4K0.14%
Quantitative Investment Management, LLC19,486$508.0K0.06%
Lido Advisors, LLC19,401$506.4K0.00%
nVerses Capital, LLC19,188$500.8K0.77%
AE Wealth Management LLC18,754$489.5K0.00%
Burns Matteson Capital Management, LLC18,628$486.2K0.15%
Twin Tree Management, LP18,449$481.5K0.07%
Gallacher Capital Management LLC14,866$388.0K0.22%
Formidable Asset Management, LLC14,560$380.0K0.06%
McGuire Capital Advisors Inc14,453$377.2K0.21%
Childress Capital Advisors, LLC12,566$328.0K0.05%
Storgate, LLC12,266$320.1K0.07%
Bailard, Inc.12,000$313.2K0.01%
Freestone Grove Partners LP11,914$311.0K0.00%
Caitlin John, LLC10,033$261.9K0.14%
Manatuck Hill Partners, LLC10,000$261.0K0.09%
Fieldview Capital Management, LLC9,772$255.0K0.07%
AlphaGrep UK Ltd9,267$241.9K0.07%
Chicago Partners Investment Group LLC7,187$240.8K0.00%
Permanent Capital Management, LP8,765$228.8K0.03%
D.A. Davidson & Co.7,777$203.0K0.00%
Public Employees Retirement System of Ohio5,874$153.3K0.00%
Global Retirement Partners, LLC3,026$79.0K0.00%
BI Asset Management Fondsmaeglerselskab A/S2,606$68.0K0.00%
Optiver Holding B.V.2,276$59.4K0.00%
Eurizon Capital SGR S.p.A.764$20.0K0.00%
Frankly Finances, LLC270$7.05K0.01%
Continuum Advisory, LLC193$5.04K0.00%
Clearstead Advisors, LLC178$4.65K0.00%
Quarry LP131$3.42K0.00%
Action Point Financial Planning, LLC111$2.77K0.00%
Buck Wealth Strategies, LLC100$2.61K0.00%
Cornerstone Planning Group LLC36$1.20K0.00%
Plante Moran Financial Advisors, LLC44$1.15K0.00%
Creative Capital Management Investments LLC42$1.10K0.00%
Manning & Napier Advisors LLC36$9410.00%
Breakwater Investment Management32$8360.00%
Wealth Enhancement Trust Services, Inc.30$7830.00%
TD Private Client Wealth LLC29$7570.00%
Spire Wealth Management21$5480.00%
Silver Grove Financial Group, Inc.15$3920.00%
Davis Capital Management12$3130.00%
DecisionPoint Financial, LLC4$1030.00%
Maryland Capital Advisors Inc.2$530.00%
Activest Wealth Management1$260.00%
Evolution Advisers, Inc.18$00.00%
Navigoe, LLC8$00.00%

Sold out (81)

Institutions that held SM Energy Co at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of SM in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Lighthouse Investment Partners, LLC731,625$22.8M
Zimmer Partners, LP532,500$16.6M
CLG LLC466,175$14.5M
Baird Financial Group, Inc.383,177$11.9M
ExodusPoint Capital Management, LP256,050$7.98M
Arrowstreet Capital, Limited Partnership247,820$7.73M
Caxton Associates LLP208,662$6.51M
Denali Advisors LLC202,800$6.32M
Qsemble Capital Management, LP197,698$6.16M
Holocene Advisors, LP191,323$5.97M
Tieton Capital Management, LLC189,263$5.90M
CastleKnight Management LP168,533$5.25M
Edgestream Partners, L.P.112,950$3.52M
HITE Hedge Asset Management LLC100,000$3.12M
Entropy Technologies, LP95,162$2.97M
Evoke Wealth, LLC93,870$2.93M
Assenagon Asset Management S.A.77,631$2.42M
Empyrean Capital Partners, LP74,000$2.31M
Oxford Asset Management LLP62,836$1.96M
HSBC Holdings PLC59,225$1.86M
Elo Mutual Pension Insurance Co59,386$1.85M
Freestone Capital Holdings, LLC50,725$1.58M
Seven Grand Managers, LLC50,000$1.56M
Aster Capital Management (DIFC) Ltd45,736$1.37M
Weiss Asset Management LP39,200$1.22M
J.W. Cole Advisors, Inc.28,116$876.7K
Highbridge Capital Management LLC24,000$771.1K
Ieq Capital, LLC23,696$738.9K
Redwood Wealth Management Group, LLC20,609$642.6K
Atomi Financial Group, Inc.19,746$615.7K
Winton Group Ltd19,000$592.4K
Axq Capital, LP18,715$583.5K
Mangrove Partners18,335$571.7K
GTS Securities LLC16,243$506.5K
Pale Fire Capital SE14,700$458.3K
Cambria Investment Management, L.P.14,306$446.1K
Bridgefront Capital, LLC13,782$429.7K
Inspire Advisors, LLC12,997$405.3K
Dynamic Technology Lab Private Ltd12,227$381.2K
Resources Investment Advisors, LLC.11,465$357.5K
Kendall Capital Management10,786$336.3K
CWA Asset Management Group, LLC10,244$319.4K
JMN Financial LLC9,256$288.6K
LMR Partners LLP9,172$286.0K
Private Advisor Group, LLC9,079$283.1K
Cullen Capital Management LLC8,206$255.9K
denkapparat Operations GmbH8,052$251.1K
Verition Fund Management LLC8,009$249.7K
Shelton Capital Management7,843$244.5K
Two Sigma Securities, LLC7,819$243.8K
Foster & Motley Inc7,777$242.0K
Crossmark Global Holdings, Inc.7,550$235.4K
Syon Capital LLC7,173$223.7K
Worth Venture Partners, LLC7,150$222.9K
Interval Partners, LP7,054$219.9K
Park Avenue Securities LLC7,039$219.0K
Van Den Berg Management I, Inc7,003$218.4K
Belpointe Asset Management LLC6,987$217.9K
Fortis Capital Advisors, LLC6,987$217.9K
Stock Yards Bank & Trust Co6,799$212.0K
James Investment Research Inc6,700$208.9K
Intrua Financial, LLC6,669$207.9K
Chicago Trust Co NA6,627$206.6K
B&L Asset Management LLC6,466$201.6K
Greenwich Wealth Management LLC6,437$201.0K
Quadrant Capital Group LLC5,393$168.2K
Federated Hermes, Inc.4,661$145.3K
Root Financial Partners, LLC1,304$40.6K
Center for Financial Planning, Inc.1,000$31.2K
Global Wealth Strategies & Associates810$25.2K
Wealth Preservation Advisors, LLC586$18.3K
MCF Advisors LLC408$12.7K
Twin Peaks Wealth Advisors, LLC404$12.6K
Addison Advisors LLC377$11.8K
Barrow Hanley Mewhinney & Strauss LLC363$11.3K
Bokf, NA197$6.14K
IFM Investors Pty Ltd90$2.81K
Innovative Asset Advisors Group, LLC87$2.71K
Sound Income Strategies, LLC53$1.56K
Central Trust Co12$375
Curio Wealth, LLC2$62

Not filed for Q2 2026 yet (7)

Institutions that held SM Energy Co at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Corigliano Investment Advisers, LLC560,000$17.5M
Janus Henderson Group PLC124,445$3.88M
Skopos Labs, Inc.21,039$656.0K
CWM, LLC20,723$646.1K
DGS Capital Management, LLC19,967$622.6K
Jackson Hole Capital Partners, LLC16,357$510.0K
Sunbelt Securities, Inc.64$2.00K