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 |
|---|---|---|---|---|---|
| GF Fund Management Co. Ltd. | 51,825 | $1.35M | 0.02% | +13,777+36.2% | Added |
| Guggenheim Capital LLC | 52,111 | $1.36M | 0.01% | −1,340−2.5% | Reduced |
| DRW Securities, LLC | 52,903 | $1.38M | 0.08% | +22,198+72.3% | Added |
| Pinebridge Investments LLC | 53,763 | $1.40M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,010 | $1.41M | 0.01% | −1,966−3.5% | Reduced |
| KLP Kapitalforvaltning AS | 54,307 | $1.42M | 0.00% | −8,849−14.0% | Reduced |
| Pathstone Holdings, LLC | 54,465 | $1.42M | 0.00% | +1,931+3.7% | Added |
| Advisors Asset Management, Inc. | 55,737 | $1.45M | 0.02% | −13,788−19.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,076 | $1.46M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 57,033 | $1.49M | 0.02% | +57,033 | New |
| Sequoia Financial Advisors, LLC | 57,623 | $1.50M | 0.01% | +33,181+135.8% | Added |
| SummitTX Capital, L.P. | 57,738 | $1.51M | 0.04% | −21,811−27.4% | Reduced |
| New Age Alpha Advisors, LLC | 57,879 | $1.51M | 0.06% | +41,031+243.5% | Added |
| Martingale Asset Management L P | 58,300 | $1.52M | 0.04% | −11,526−16.5% | Reduced |
| Allianz Asset Management GmbH | 59,695 | $1.56M | 0.00% | +48,924+454.2% | Added |
| Vanguard Investments Australia, Ltd. | 61,023 | $1.59M | 0.00% | +6,470+11.9% | Added |
| Amalgamated Bank | 61,622 | $1.61M | 0.01% | −3,984−6.1% | Reduced |
| Walleye Trading LLC | 62,267 | $1.63M | 0.02% | +23,513+60.7% | Added |
| Landscape Capital Management, L.L.C. | 62,916 | $1.64M | 0.11% | +2,426+4.0% | Added |
| BNP Paribas Arbitrage, SA | 63,328 | $1.65M | 0.00% | +8,252+15.0% | Added |
| CSS LLC | 65,175 | $1.70M | 0.08% | −11,832−15.4% | Reduced |
| Arizona State Retirement System | 66,152 | $1.73M | 0.01% | +7,223+12.3% | Added |
| Yousif Capital Management, LLC | 66,375 | $1.73M | 0.02% | −1,739−2.6% | Reduced |
| Oliver Luxxe Assets LLC | 68,050 | $1.78M | 0.26% | −30,116−30.7% | Reduced |
| Advisor Group Holdings, Inc. | 69,630 | $1.82M | 0.00% | +44,221+174.0% | Added |
| Colony Group, LLC | 70,698 | $1.85M | 0.00% | −144,275−67.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 71,963 | $1.88M | 0.01% | +4,581+6.8% | Added |
| JustInvest LLC | 73,020 | $1.91M | 0.02% | +2,375+3.4% | Added |
| MAI Capital Management | 73,490 | $1.92M | 0.01% | +71,784+4,207.7% | Added |
| SG Americas Securities, LLC | 73,513 | $1.92M | 0.00% | +73,513 | New |
| Squarepoint Ops LLC | 74,320 | $1.94M | 0.00% | −835,279−91.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.94M | 0.63% | 00.0% | Unchanged |
| Empowered Funds, LLC | 74,383 | $1.94M | 0.01% | −106,789−58.9% | Reduced |
| Quadrature Capital Ltd | 75,532 | $1.97M | 0.02% | −37,465−33.2% | Reduced |
| Collar Capital Management, LLC | 79,651 | $2.08M | 1.23% | −2,333−2.8% | Reduced |
| Natixis Advisors, L.P. | 79,695 | $2.08M | 0.00% | +19,233+31.8% | Added |
| Caption Management, LLC | 80,000 | $2.09M | 0.07% | +80,000 | New |
| State of New Jersey Common Pension Fund D | 80,314 | $2.10M | 0.01% | −15,467−16.1% | Reduced |
| Ironwood Investment Management LLC | 81,890 | $2.14M | 0.74% | −13,500−14.2% | Reduced |
| J. Safra Sarasin Holding AG | 81,901 | $2.14M | 0.03% | +81,901 | New |
| Redwood Investment Management, LLC | 82,815 | $2.16M | 0.21% | +82,815 | New |
| Cerity Partners LLC | 82,948 | $2.16M | 0.00% | −25,265−23.3% | Reduced |
| Dark Forest Capital Management LP | 83,078 | $2.17M | 0.14% | +27,081+48.4% | Added |
| South Dakota Investment Council | 84,353 | $2.20M | 0.04% | −25,405−23.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 85,228 | $2.22M | 0.00% | −158,651−65.1% | Reduced |
| Brevan Howard Capital Management LP | 85,510 | $2.23M | 0.03% | +85,510 | New |
| Mirae Asset Securities (USA) Inc. | 85,576 | $2.23M | 0.10% | +85,576 | New |
| Gsa Capital Partners LLP | 85,953 | $2.24M | 0.14% | +85,953 | New |
| Two Sigma Investments, LP | 87,490 | $2.28M | 0.00% | +87,490 | New |
| Cozad Asset Management Inc | 88,367 | $2.31M | 0.15% | +3,920+4.6% | Added |
| IMC-Chicago, LLC | 88,575 | $2.31M | 0.02% | −17,358−16.4% | Reduced |
| Atom Investors LP | 91,811 | $2.40M | 0.21% | −97,319−51.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 94,047 | $2.45M | 0.00% | +6,344+7.2% | Added |
| Expect Equity LLC | 95,806 | $2.50M | 1.61% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 95,925 | $2.50M | 0.01% | +81,954+586.6% | Added |
| LPL Financial LLC | 96,510 | $2.52M | 0.00% | −65,482−40.4% | Reduced |
| Dana Investment Advisors, Inc. | 97,178 | $2.54M | 0.07% | +8,028+9.0% | Added |
| Wedge Capital Management L L P | 98,899 | $2.58M | 0.04% | −4,679−4.5% | Reduced |
| Louisiana State Employees Retirement System | 99,800 | $2.60M | 0.04% | −500−0.5% | Reduced |
| Mariner, LLC | 101,234 | $2.64M | 0.00% | +35,847+54.8% | Added |
| Kornitzer Capital Management Inc | 101,642 | $2.65M | 0.06% | +9,635+10.5% | Added |
| Cetera Investment Advisers | 102,903 | $2.69M | 0.00% | −5,116−4.7% | Reduced |
| Dockside LLC | 103,036 | $2.69M | 0.63% | +103,036 | New |
| Royal Bank of Canada | 103,465 | $2.70M | 0.00% | +9,350+9.9% | Added |
| Hussman Strategic Advisors, Inc. | 105,000 | $2.74M | 0.63% | +105,000 | New |
| HRT Financial LP | 105,718 | $2.76M | 0.01% | +105,718 | New |
| Barclays PLC | 106,484 | $2.78M | 0.00% | −312,068−74.6% | Reduced |
| Jupiter Topco LLC | 107,345 | $2.80M | 0.00% | +107,345 | New |
| NFJ Investment Group, LLC | 107,494 | $2.81M | 0.10% | +10,557+10.9% | Added |
| Voya Investment Management LLC | 109,970 | $2.87M | 0.00% | +4,248+4.0% | Added |
| Illinois Municipal Retirement Fund | 111,718 | $2.92M | 0.03% | +7,750+7.5% | Added |
| Fifth Third Bancorp | 112,618 | $2.94M | 0.00% | +34,800+44.7% | Added |
| Congress Asset Management Co | 113,445 | $2.96M | 0.02% | +1,166+1.0% | Added |
| Virginia Retirement Systems Et Al | 113,600 | $2.96M | 0.02% | +73,500+183.3% | Added |
| Envestnet Asset Management Inc | 114,556 | $2.99M | 0.00% | −350,939−75.4% | Reduced |
| Peregrine Capital Management LLC | 115,501 | $3.01M | 0.10% | −26,160−18.5% | Reduced |
| Mercer Global Advisors Inc | 115,759 | $3.02M | 0.00% | +2,314+2.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 116,096 | $3.03M | 0.06% | +95,709+469.5% | Added |
| Nisa Investment Advisors, LLC | 118,631 | $3.10M | 0.01% | +570+0.5% | Added |
| Tiptree Advisors, LLC | 120,000 | $3.13M | 1.94% | −120,000−50.0% | Reduced |
| Rafferty Asset Management, LLC | 120,168 | $3.14M | 0.01% | −152,019−55.9% | Reduced |
| Kingsview Wealth Management, LLC | 124,537 | $3.25M | 0.04% | +116,041+1,365.8% | Added |
| Manufacturers Life Insurance Company, The | 124,575 | $3.25M | 0.00% | +26,549+27.1% | Added |
| Vontobel Holding Ltd. | 127,000 | $3.31M | 0.01% | +2,500+2.0% | Added |
| Algert Global LLC | 133,342 | $3.48M | 0.04% | −75,490−36.1% | Reduced |
| State of Tennessee, Treasury Department | 133,710 | $3.49M | 0.01% | +11,291+9.2% | Added |
| Franklin Resources Inc | 134,554 | $3.51M | 0.00% | −31,598−19.0% | Reduced |
| Massachusetts Financial Services Co | 136,751 | $3.57M | 0.00% | −404−0.3% | Reduced |
| Aventail Capital Group, LP | 138,132 | $3.61M | 0.21% | +105,183+319.2% | Added |
| XTX Topco Ltd | 138,993 | $3.63M | 0.05% | +129,793+1,410.8% | Added |
| MetLife Investment Management | 141,968 | $3.71M | 0.02% | +5,431+4.0% | Added |
| State of Alaska, Department of Revenue | 145,237 | $3.79M | 0.04% | −44,406−23.4% | Reduced |
| Vanguard Global Advisers, LLC | 146,112 | $3.81M | 0.00% | +12,368+9.2% | Added |
| CoreCommodity Management, LLC | 152,802 | $3.99M | 0.79% | −58,050−27.5% | Reduced |
| Moody Aldrich Partners LLC | 159,611 | $4.17M | 0.75% | −16,901−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 165,890 | $4.33M | 0.02% | −291,443−63.7% | Reduced |
| Citigroup Inc | 169,030 | $4.41M | 0.00% | +31,123+22.6% | Added |
| CI Private Wealth, LLC | 175,161 | $4.57M | 0.01% | +68,816+64.7% | Added |
| Quantbot Technologies LP | 178,800 | $4.67M | 0.18% | +121,089+209.8% | Added |
| SIR Capital Management, L.P. | 182,900 | $4.77M | 0.55% | +182,900 | New |