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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; 498 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in SM Energy Co as of Jun 30, 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
498
−8 vs. Q1 2026
Shares held
230.1M
+3.73M (+1.6%) vs. Q1 2026
Total value
$6.01B
−$1.05B (−14.9%) vs. Q1 2026
New holders
73
203 more added
Sold out
81
155 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 498 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: 498 institutions
Value heldQ2 2026: $6.01B
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 2026498$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, Q2 2026

Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2026.

Institutions holding SM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
LSV Asset Management1$00.00%−232,700−100.0%Reduced
Evolution Advisers, Inc.18$00.00%+18New
Navigoe, LLC8$00.00%+8New
Activest Wealth Management1$260.00%+1New
Crewe Advisors LLC1$280.00%00.0%Unchanged
Danske Bank A/S2$520.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$530.00%+2New
DecisionPoint Financial, LLC4$1030.00%+4New
Raffa Wealth Management, LLC4$1040.00%+3+300.0%Added
Quaker Wealth Management, LLC5$1310.00%00.0%Unchanged
Signature Equity Partners, LLC6$1570.00%00.0%Unchanged
Hughes Financial Services, LLC6$1570.00%+4+200.0%Added
Dunhill Financial, LLC6$1640.00%00.0%Unchanged
Leonteq Securities AG9$2350.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC11$2880.00%00.0%Unchanged
Abound Wealth Management11$2880.00%+4+57.1%Added
Davis Capital Management12$3130.00%+12New
Collier Financial13$3390.00%00.0%Unchanged
HFM Investment Advisors, LLC14$3660.00%+12+600.0%Added
Creative Financial Designs Inc15$3920.00%−9−37.5%Reduced
Silver Grove Financial Group, Inc.15$3920.00%+15New
Trust Co17$4440.00%00.0%Unchanged
Independence Bank of Kentucky21$5480.00%−12,542−99.8%Reduced
Spire Wealth Management21$5480.00%+21New
Bay Harbor Wealth Management, LLC22$5740.00%+18+450.0%Added
Retirement Wealth Solutions LLC22$5750.00%−1−4.3%Reduced
Cromwell Holdings LLC23$6000.00%00.0%Unchanged
TD Private Client Wealth LLC29$7570.00%+29New
Rossby Financial, LCC30$7830.00%+9+42.9%Added
Wealth Enhancement Trust Services, Inc.30$7830.00%+30New
WPG Advisers, LLC31$8090.00%00.0%Unchanged
Breakwater Investment Management32$8360.00%+32New
Vermillion Wealth Management, Inc.32$8380.00%−8−20.0%Reduced
Ankerstar Wealth, LLC34$8870.00%00.0%Unchanged
International Assets Investment Management, LLC36$9260.00%−500−93.3%Reduced
Manning & Napier Advisors LLC36$9410.00%+36New
Gilpin Wealth Management, LLC37$9660.00%00.0%Unchanged
Creative Capital Management Investments LLC42$1.10K0.00%+42New
Bogart Wealth, LLC43$1.12K0.00%+19+79.2%Added
South State Corp.43$1.12K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC44$1.15K0.00%+44New
Cornerstone Planning Group LLC36$1.20K0.00%+36New
Johnson Financial Group, Inc.47$1.23K0.00%00.0%Unchanged
AdvisorNet Financial, Inc58$1.51K0.00%00.0%Unchanged
Manchester Capital Management LLC62$1.62K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc75$1.96K0.00%−30−28.6%Reduced
SHP Wealth Management83$2.17K0.00%00.0%Unchanged
Stone House Investment Management, LLC90$2.35K0.00%00.0%Unchanged
Fortitude Family Office, LLC93$2.43K0.00%+55+144.7%Added
Mountain Hill Investment Partners Corp.94$2.45K0.00%+1+1.1%Added
Bruce G. Allen Investments, LLC99$2.58K0.00%+10+11.2%Added
Ancora Advisors, LLC100$2.61K0.00%−1,336−93.0%Reduced
Buck Wealth Strategies, LLC100$2.61K0.00%+100New
JFS Wealth Advisors, LLC103$2.69K0.00%+73+243.3%Added
Cornerstone Financial Management LLC104$2.71K0.00%+15+16.9%Added
Action Point Financial Planning, LLC111$2.77K0.00%+111New
Transamerica Financial Advisors, Inc.108$2.82K0.00%+12+12.5%Added
MV Capital Management, Inc.116$3.03K0.00%+51+78.5%Added
True Wealth Design, LLC119$3.11K0.00%−162−57.7%Reduced
Private Trust Co NA124$3.24K0.00%00.0%Unchanged
Chilton Capital Management LLC124$3.24K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.125$3.26K0.00%00.0%Unchanged
Rialto Wealth Management, LLC128$3.34K0.00%+36+39.1%Added
Quarry LP131$3.42K0.00%+131New
Godsey & Gibb Associates137$3.58K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC147$3.84K0.00%00.0%Unchanged
UMA Financial Services, Inc.156$4.07K0.00%+74+90.2%Added
Private Wealth Asset Management, LLC174$4.54K0.00%00.0%Unchanged
Whittier Trust Co174$4.58K0.00%00.0%Unchanged
SJS Investment Consulting Inc.178$4.65K0.00%+76+74.5%Added
Clearstead Advisors, LLC178$4.65K0.00%+178New
Archer Investment Corp183$4.78K0.00%00.0%Unchanged
Private Wealth Management Group, LLC186$4.86K0.00%+76+69.1%Added
Continuum Advisory, LLC193$5.04K0.00%+193New
CVA Family Office, LLC204$5.32K0.00%+81+65.9%Added
Meeder Asset Management Inc239$6.24K0.00%−65,135−99.6%Reduced
Picton Mahoney Asset Management244$6.37K0.00%+215+741.4%Added
Owl Creek Wealth Partners LLC245$6.39K0.00%00.0%Unchanged
Frankly Finances, LLC270$7.05K0.01%+270New
Essential Partners LLC271$7.07K0.00%−306−53.0%Reduced
WealthCollab, LLC277$7.23K0.00%−76−21.5%Reduced
Financial Consulate, Inc300$7.83K0.00%00.0%Unchanged
Ameriflex Group, Inc.305$7.96K0.00%00.0%Unchanged
CoreCap Advisors, LLC313$8.17K0.00%+301+2,508.3%Added
ZRC Wealth Management, LLC316$8.25K0.00%00.0%Unchanged
Sachetta, LLC339$8.85K0.00%+203+149.3%Added
LRI Investments, LLC349$9.11K0.00%+10+2.9%Added
Avion Wealth397$10.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.395$10.3K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC470$12.0K0.00%00.0%Unchanged
Coastal Investment Advisors, Inc.470$12.3K0.00%+3+0.6%Added
Rakuten Securities, Inc.494$12.9K0.00%+97+24.4%Added
Cedar Mountain Advisors, LLC538$14.0K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.541$14.1K0.00%+42+8.4%Added
Whittier Trust Co of Nevada Inc528$14.7K0.00%00.0%Unchanged
Bell Investment Advisors, Inc652$17.0K0.00%00.0%Unchanged
Vanguard National Trust Co655$17.1K0.00%00.0%Unchanged
Bare Financial Services, Inc663$17.3K0.00%+265+66.6%Added
Eastern Bank719$18.8K0.00%00.0%Unchanged
GWM Advisors LLC720$18.8K0.00%00.0%Unchanged