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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 12,665 | $330.6K | 0.00% | +683+5.7% | Added |
| Gryphon Financial Partners LLC | 13,067 | $341.1K | 0.03% | +1,151+9.7% | Added |
| HighTower Advisors, LLC | 13,099 | $341.9K | 0.00% | −4,189−24.2% | Reduced |
| Sage Rhino Capital LLC | 13,462 | $351.4K | 0.06% | −340−2.5% | Reduced |
| Savant Capital, LLC | 12,508 | $358.0K | 0.00% | −1,570−11.2% | Reduced |
| Evergreen Capital Management LLC | 13,751 | $358.9K | 0.01% | −18−0.1% | Reduced |
| Amundi | 13,768 | $359.3K | 0.00% | +4,404+47.0% | Added |
| Quad-Cities Investment Group, LLC | 13,777 | $359.6K | 0.13% | +375+2.8% | Added |
| Sanctuary Advisors, LLC | 13,792 | $360.0K | 0.00% | +4,670+51.2% | Added |
| McGuire Capital Advisors Inc | 14,453 | $377.2K | 0.21% | +14,453 | New |
| Formidable Asset Management, LLC | 14,560 | $380.0K | 0.06% | +14,560 | New |
| Kestra Advisory Services, LLC | 14,665 | $382.8K | 0.00% | −80,863−84.6% | Reduced |
| Gallacher Capital Management LLC | 14,866 | $388.0K | 0.22% | +14,866 | New |
| Pacer Advisors, Inc. | 15,096 | $394.0K | 0.00% | +11,116+279.3% | Added |
| Investment Advisory Services Inc | 15,417 | $402.4K | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 15,473 | $403.8K | 0.01% | −790−4.9% | Reduced |
| Investors Research Corp | 15,618 | $407.6K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,678 | $409.2K | 0.00% | +1,853+13.4% | Added |
| Ethic Inc. | 15,781 | $411.9K | 0.01% | +6,592+71.7% | Added |
| Mount Yale Investment Advisors, LLC | 16,162 | $421.8K | 0.01% | +1,502+10.2% | Added |
| Signaturefd, LLC | 16,300 | $425.4K | 0.01% | −528−3.1% | Reduced |
| Abacus Planning Group, Inc. | 16,311 | $425.7K | 0.05% | −1,057−6.1% | Reduced |
| Moody National Bank Trust Division | 16,414 | $428.4K | 0.04% | −67−0.4% | Reduced |
| Walleye Capital LLC | 16,638 | $434.3K | 0.00% | −55,773−77.0% | Reduced |
| Summit Global Investments | 17,114 | $447.0K | 0.02% | −27,706−61.8% | Reduced |
| AlphaCore Capital LLC | 17,142 | $447.4K | 0.01% | −166−1.0% | Reduced |
| IFP Advisors, Inc | 18,006 | $470.0K | 0.01% | +315+1.8% | Added |
| Toroso Investments, LLC | 18,189 | $474.7K | 0.00% | +2,989+19.7% | Added |
| Twin Tree Management, LP | 18,449 | $481.5K | 0.07% | +18,449 | New |
| Burns Matteson Capital Management, LLC | 18,628 | $486.2K | 0.15% | +18,628 | New |
| Sippican Capital Advisors | 18,735 | $489.0K | 0.30% | −2,025−9.8% | Reduced |
| AE Wealth Management LLC | 18,754 | $489.5K | 0.00% | +18,754 | New |
| PEAK6 LLC | 18,846 | $491.9K | 0.01% | −6,458−25.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,059 | $497.0K | 0.00% | +820+4.5% | Added |
| nVerses Capital, LLC | 19,188 | $500.8K | 0.77% | +19,188 | New |
| Lido Advisors, LLC | 19,401 | $506.4K | 0.00% | +19,401 | New |
| Quantitative Investment Management, LLC | 19,486 | $508.0K | 0.06% | +19,486 | New |
| Horizon Investment Services, LLC | 19,595 | $511.4K | 0.14% | +19,595 | New |
| Almanack Investment Partners, LLC. | 20,123 | $525.2K | 0.07% | +20,123 | New |
| CIBC Bancorp USA Inc. | 20,536 | $536.0K | 0.00% | +96+0.5% | Added |
| Tower Research Capital LLC (TRC) | 21,347 | $557.2K | 0.01% | −7,463−25.9% | Reduced |
| Captrust Financial Advisors | 21,368 | $557.7K | 0.00% | −1,102−4.9% | Reduced |
| CIBC Asset Management Inc | 21,678 | $565.8K | 0.00% | +3,617+20.0% | Added |
| Ameritas Investment Partners, Inc. | 22,144 | $578.0K | 0.02% | +1,732+8.5% | Added |
| The PNC Financial Services Group, Inc. | 22,838 | $596.1K | 0.00% | +3,647+19.0% | Added |
| Pickering Energy Partners LP | 23,500 | $613.4K | 1.70% | +8,500+56.7% | Added |
| Blackstone Group Inc. | 23,599 | $615.9K | 0.00% | +23,599 | New |
| Xponance, Inc. | 23,720 | $619.1K | 0.00% | +780+3.4% | Added |
| Sagewood Asset Management LP | 24,152 | $630.4K | 0.14% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 24,481 | $639.0K | 0.00% | +11,323+86.1% | Added |
| Fox Run Management, L.L.C. | 24,799 | $647.3K | 0.11% | +24,799 | New |
| Public Employees Retirement Association of Colorado | 25,145 | $656.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 25,451 | $664.3K | 0.01% | +1,909+8.1% | Added |
| STRS Ohio | 25,500 | $665.5K | 0.00% | −1,400−5.2% | Reduced |
| RSM US Wealth Management LLC | 25,754 | $672.2K | 0.01% | +1,170+4.8% | Added |
| CWM Advisors, LLC | 25,983 | $678.2K | 0.03% | +892+3.6% | Added |
| Mutual of America Capital Management LLC | 26,086 | $680.8K | 0.01% | +182+0.7% | Added |
| Graham Capital Management, L.P. | 26,787 | $699.1K | 0.02% | −29,505−52.4% | Reduced |
| Sterling Capital Management LLC | 27,651 | $721.7K | 0.01% | +19,338+232.6% | Added |
| State of Wyoming | 27,704 | $723.1K | 0.07% | +27,704 | New |
| M&T Bank Corp | 28,419 | $741.5K | 0.00% | −204−0.7% | Reduced |
| Glenorchy Capital Ltd | 29,653 | $774.0K | 0.48% | +1,404+5.0% | Added |
| Commons Capital, LLC | 30,000 | $783.0K | 0.55% | +30,000 | New |
| Legacy Capital Group California, Inc. | 30,777 | $803.3K | 0.24% | −460−1.5% | Reduced |
| Brookfield Asset Management Inc. | 32,016 | $835.6K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 33,127 | $864.6K | 0.01% | +113+0.3% | Added |
| Catalyst Capital Advisors LLC | 33,782 | $881.7K | 0.01% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 34,177 | $892.0K | 0.25% | +110.0% | Added |
| Vestcor Inc | 34,407 | $898.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 34,605 | $903.2K | 0.00% | −3,957−10.3% | Reduced |
| Diversified Trust Co | 36,298 | $947.4K | 0.02% | −14,635−28.7% | Reduced |
| Waldron Private Wealth LLC | 36,351 | $948.8K | 0.03% | −82−0.2% | Reduced |
| Unison Advisors LLC | 36,624 | $955.9K | 0.07% | +520+1.4% | Added |
| Pictet Asset Management Holding SA | 36,856 | $961.9K | 0.00% | +111+0.3% | Added |
| Cresset Asset Management, LLC | 36,886 | $962.7K | 0.00% | −39,622−51.8% | Reduced |
| Sierra Summit Advisors LLC | 36,957 | $964.6K | 0.11% | −18,331−33.2% | Reduced |
| SMH Capital Advisors Inc | 37,399 | $976.1K | 3.83% | −46−0.1% | Reduced |
| Vise Technologies, Inc. | 37,515 | $979.2K | 0.01% | +37,515 | New |
| Bank of Montreal | 37,598 | $981.3K | 0.00% | +542+1.5% | Added |
| Neuberger Berman Group LLC | 38,791 | $1.01M | 0.00% | +2,683+7.4% | Added |
| Abel Hall, LLC | 38,994 | $1.02M | 0.18% | −15,100−27.9% | Reduced |
| Group One Trading, L.P. | 39,488 | $1.03M | 0.03% | −20,611−34.3% | Reduced |
| S&T Bank | 40,206 | $1.05M | 0.31% | −13,258−24.8% | Reduced |
| Jones Financial Companies LLLP | 40,070 | $1.06M | 0.00% | +10,142+33.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 40,675 | $1.06M | 0.01% | +989+2.5% | Added |
| First Citizens Bank & Trust Co | 41,303 | $1.08M | 0.02% | +925+2.3% | Added |
| Unifi Asset Management LP | 42,890 | $1.12M | 0.79% | +3,310+8.4% | Added |
| Caitong International Asset Management Co., Ltd | 44,714 | $1.17M | 0.16% | +5,599+14.3% | Added |
| State Board of Administration of Florida Retirement System | 44,953 | $1.17M | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 45,550 | $1.19M | 0.09% | −3,910−7.9% | Reduced |
| Man Group plc | 45,981 | $1.20M | 0.00% | −156,182−77.3% | Reduced |
| Sendero Wealth Management, LLC | 46,008 | $1.20M | 0.12% | −191−0.4% | Reduced |
| State of Wisconsin Investment Board | 46,499 | $1.21M | 0.00% | +25,574+122.2% | Added |
| Allspring Global Investments Holdings, LLC | 47,383 | $1.22M | 0.00% | +38,156+413.5% | Added |
| Numerai GP LLC | 46,904 | $1.22M | 0.10% | +46,904 | New |
| Wealth Enhancement Advisory Services, LLC | 44,973 | $1.25M | 0.00% | +6,885+18.1% | Added |
| US Bancorp | 48,563 | $1.27M | 0.00% | −261−0.5% | Reduced |
| Intech Investment Management LLC | 49,945 | $1.30M | 0.01% | −616−1.2% | Reduced |
| Fulcrum Asset Management LLP | 51,348 | $1.34M | 0.13% | +51,348 | New |
| Oregon Public Employees Retirement Fund | 51,595 | $1.35M | 0.01% | −200−0.4% | Reduced |