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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 498 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 725 | $18.9K | 0.00% | −22−2.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 749 | $19.5K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 764 | $20.0K | 0.00% | +764 | New |
| Atlantic Union Bankshares Corp | 804 | $21.0K | 0.00% | −252−23.9% | Reduced |
| Torren Management, LLC | 839 | $21.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 839 | $21.9K | 0.00% | −290−25.7% | Reduced |
| Rothschild Investment LLC | 864 | $22.6K | 0.00% | +375+76.7% | Added |
| Northwestern Mutual Wealth Management Co | 913 | $23.8K | 0.00% | −31−3.3% | Reduced |
| Kilter Group LLC | 1,071 | $28.0K | 0.01% | −86−7.4% | Reduced |
| Smartleaf Asset Management LLC | 1,078 | $28.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,206 | $31.5K | 0.00% | +80+7.1% | Added |
| Los Angeles Capital Management LLC | 1,222 | $31.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,406 | $36.7K | 0.00% | +211+17.7% | Added |
| First Horizon Corp | 1,442 | $37.6K | 0.00% | −59−3.9% | Reduced |
| American National Bank | 1,451 | $37.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,466 | $38.3K | 0.00% | +168+12.9% | Added |
| NBC Securities, Inc. | 1,479 | $38.6K | 0.00% | +285+23.9% | Added |
| Golden State Equity Partners | 1,535 | $40.1K | 0.11% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,615 | $42.2K | 0.00% | −76−4.5% | Reduced |
| Valued Wealth Advisors LLC | 1,653 | $43.1K | 0.02% | +594+56.1% | Added |
| Kemnay Advisory Services Inc. | 1,729 | $45.1K | 0.01% | +204+13.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,848 | $47.8K | 0.00% | +1,652+842.9% | Added |
| SBI Securities Co., Ltd. | 1,847 | $48.2K | 0.00% | −2,861−60.8% | Reduced |
| Versant Capital Management, Inc | 1,897 | $49.5K | 0.00% | +1,529+415.5% | Added |
| Cetera Trust Company, N.A | 2,060 | $53.8K | 0.03% | +625+43.6% | Added |
| Optiver Holding B.V. | 2,276 | $59.4K | 0.00% | +2,276 | New |
| Quent Capital, LLC | 2,315 | $60.4K | 0.00% | −29−1.2% | Reduced |
| Salomon & Ludwin, LLC | 2,415 | $62.1K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,606 | $68.0K | 0.00% | +2,606 | New |
| Umb Bank N A | 2,779 | $72.5K | 0.00% | −660−19.2% | Reduced |
| Global Retirement Partners, LLC | 3,026 | $79.0K | 0.00% | +3,026 | New |
| Allworth Financial LP | 3,072 | $80.2K | 0.00% | −3,581−53.8% | Reduced |
| Harbor Capital Advisors, Inc. | 3,127 | $82.0K | 0.01% | +35+1.1% | Added |
| Covestor Ltd | 3,176 | $83.0K | 0.05% | −3,574−52.9% | Reduced |
| Triumph Capital Management | 3,408 | $88.9K | 0.02% | +2,937+623.6% | Added |
| Farther Finance Advisors, LLC | 3,460 | $90.3K | 0.00% | −4,584−57.0% | Reduced |
| Nomura Asset Management Co Ltd | 3,480 | $90.8K | 0.00% | −290−7.7% | Reduced |
| Parkside Financial Bank & Trust | 3,780 | $98.7K | 0.01% | +2,649+234.2% | Added |
| Sankala Group LLC | 3,000 | $106.4K | 0.07% | +1,500+100.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,612 | $120.4K | 0.01% | +193+4.4% | Added |
| Rockefeller Capital Management L.P. | 4,712 | $123.0K | 0.00% | +617+15.1% | Added |
| Parallel Advisors, LLC | 4,750 | $124.0K | 0.00% | +72+1.5% | Added |
| Public Employees Retirement System of Ohio | 5,874 | $153.3K | 0.00% | +5,874 | New |
| Corient IA LLC | 6,060 | $158.2K | 0.15% | 00.0% | Unchanged |
| National Bank of Canada | 6,115 | $159.5K | 0.00% | +35+0.6% | Added |
| Simplex Trading, LLC | 6,484 | $169.2K | 0.00% | −3,484−35.0% | Reduced |
| Exchange Traded Concepts, LLC | 6,590 | $172.0K | 0.00% | +1,026+18.4% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $183.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7,025 | $183.0K | 0.00% | +1,349+23.8% | Added |
| Virtus Investment Advisers, Inc. | 7,085 | $184.9K | 0.04% | +603+9.3% | Added |
| KBC Group NV | 7,161 | $187.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,777 | $203.0K | 0.00% | +7,777 | New |
| Aigen Investment Management, LP | 7,908 | $206.4K | 0.06% | −6,497−45.1% | Reduced |
| Janney Montgomery Scott LLC | 7,948 | $207.0K | 0.00% | −10,758−57.5% | Reduced |
| Stifel Financial Corp | 7,971 | $208.1K | 0.00% | −2,486−23.8% | Reduced |
| Merit Financial Group, LLC | 7,977 | $208.2K | 0.00% | +761+10.5% | Added |
| Everence Capital Management Inc | 8,290 | $216.0K | 0.01% | −1,375−14.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,299 | $216.6K | 0.04% | −840−9.2% | Reduced |
| Avantax Planning Partners, Inc. | 8,351 | $218.0K | 0.01% | +7+0.1% | Added |
| Ruggaard & Associates LLC | 8,610 | $224.7K | 0.08% | +200+2.4% | Added |
| Laird Norton Trust Company, LLC | 8,625 | $225.1K | 0.00% | −109−1.2% | Reduced |
| Permanent Capital Management, LP | 8,765 | $228.8K | 0.03% | +8,765 | New |
| Kestra Investment Management, LLC | 9,013 | $235.2K | 0.00% | −11,587−56.2% | Reduced |
| RWC Asset Management LLP | 9,086 | $237.1K | 0.01% | +641+7.6% | Added |
| Post Resch Tallon Group Inc. | 9,200 | $240.1K | 0.17% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,187 | $240.8K | 0.00% | +7,187 | New |
| AlphaGrep UK Ltd | 9,267 | $241.9K | 0.07% | +9,267 | New |
| Legacy Wealth Managment, LLC | 9,418 | $245.8K | 0.10% | +6,698+246.3% | Added |
| DnB Asset Management AS | 9,423 | $245.9K | 0.00% | −7,152−43.1% | Reduced |
| QRG Capital Management, Inc. | 9,551 | $249.3K | 0.00% | +1,186+14.2% | Added |
| TCI Wealth Advisors, Inc. | 9,639 | $251.6K | 0.01% | −8,638−47.3% | Reduced |
| Intrust Bank NA | 9,648 | $251.8K | 0.02% | −420−4.2% | Reduced |
| Hohimer Wealth Management, LLC | 9,688 | $252.9K | 0.03% | +48+0.5% | Added |
| Brighton Jones LLC | 9,758 | $254.7K | 0.00% | +1,196+14.0% | Added |
| Fieldview Capital Management, LLC | 9,772 | $255.0K | 0.07% | +9,772 | New |
| Seelaus Asset Management LLC | 9,843 | $256.9K | 0.18% | −188−1.9% | Reduced |
| Davenport & Co LLC | 9,897 | $258.3K | 0.00% | +755+8.3% | Added |
| SRS Capital Advisors, Inc. | 9,924 | $259.0K | 0.00% | +7,142+256.7% | Added |
| Frec Markets, Inc. | 9,984 | $260.6K | 0.02% | +18+0.2% | Added |
| Manatuck Hill Partners, LLC | 10,000 | $261.0K | 0.09% | +10,000 | New |
| Caitlin John, LLC | 10,033 | $261.9K | 0.14% | +10,033 | New |
| HB Wealth Management, LLC | 10,063 | $262.6K | 0.00% | +1,711+20.5% | Added |
| GAMMA Investing LLC | 10,108 | $263.8K | 0.01% | +371+3.8% | Added |
| Moors & Cabot, Inc. | 10,110 | $263.9K | 0.01% | −2,435−19.4% | Reduced |
| Verity Asset Management, Inc. | 10,237 | $267.2K | 0.10% | −1,292−11.2% | Reduced |
| Brown Brothers Harriman & Co | 10,267 | $268.0K | 0.00% | −356−3.4% | Reduced |
| Profund Advisors LLC | 10,993 | $286.9K | 0.01% | −1,870−14.5% | Reduced |
| Commonwealth Equity Services, LLC | 11,124 | $290.3K | 0.00% | +1,975+21.6% | Added |
| Texas Yale Capital Corp. | 11,169 | $291.5K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 11,187 | $292.0K | 0.01% | +517+4.8% | Added |
| Ensign Peak Advisors, Inc | 11,271 | $294.2K | 0.00% | +3,650+47.9% | Added |
| Virtu Financial LLC | 11,301 | $295.0K | 0.01% | −7,208−38.9% | Reduced |
| Brinker Capital Investments, LLC | 11,344 | $296.1K | 0.00% | +1,187+11.7% | Added |
| Range Financial Group LLC | 11,879 | $310.0K | 0.08% | −960−7.5% | Reduced |
| Capital Counsel LLC | 11,905 | $310.7K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 11,914 | $311.0K | 0.00% | +11,914 | New |
| Bailard, Inc. | 12,000 | $313.2K | 0.01% | +12,000 | New |
| Storgate, LLC | 12,266 | $320.1K | 0.07% | +12,266 | New |
| Blair William & Co | 12,551 | $327.6K | 0.00% | −114−0.9% | Reduced |
| Childress Capital Advisors, LLC | 12,566 | $328.0K | 0.05% | +12,566 | New |