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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 189,291 | $4.94M | 0.01% | +2,707+1.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 190,959 | $4.98M | 0.26% | +190,959 | New |
| Thrivent Financial for Lutherans | 194,372 | $5.07M | 0.01% | +2,910+1.5% | Added |
| Quantinno Capital Management LP | 201,257 | $5.25M | 0.01% | +99,633+98.0% | Added |
| Segall Bryant & Hamill, LLC | 202,806 | $5.29M | 0.06% | −20,387−9.1% | Reduced |
| Horizon Investments, LLC | 204,478 | $5.34M | 0.06% | +53,911+35.8% | Added |
| Vanguard Asset Management, Ltd | 207,187 | $5.41M | 0.00% | +39,230+23.4% | Added |
| Readystate Asset Management LP | 222,880 | $5.82M | 0.24% | +166,208+293.3% | Added |
| Plustick Management LLC | 225,000 | $5.87M | 2.49% | +15,000+7.1% | Added |
| SEI Investments Co | 226,282 | $5.91M | 0.01% | −151,657−40.1% | Reduced |
| New York State Teachers Retirement System | 229,615 | $5.99M | 0.01% | −2,396−1.0% | Reduced |
| Alyeska Investment Group, L.P. | 230,718 | $6.02M | 0.02% | −314,668−57.7% | Reduced |
| Truffle Hound Capital, LLC | 240,000 | $6.26M | 3.95% | 00.0% | Unchanged |
| Trexquant Investment LP | 243,748 | $6.36M | 0.04% | +243,748 | New |
| CSM Advisors, LLC | 250,767 | $6.54M | 0.14% | −8,915−3.4% | Reduced |
| Bridgewater Associates, LP | 265,019 | $6.92M | 0.03% | +265,019 | New |
| Jump Financial, LLC | 265,046 | $6.92M | 0.06% | +256,965+3,179.9% | Added |
| Deutsche Bank AG | 276,095 | $7.21M | 0.00% | +39,166+16.5% | Added |
| California State Teachers Retirement System | 278,055 | $7.26M | 0.01% | +27,674+11.1% | Added |
| Raymond James Financial Inc | 290,029 | $7.57M | 0.00% | +103,251+55.3% | Added |
| Prudential Financial Inc | 290,513 | $7.58M | 0.01% | −26,540−8.4% | Reduced |
| UBS Asset Management Americas Inc | 303,983 | $7.93M | 0.00% | −9,544−3.0% | Reduced |
| Price T Rowe Associates Inc | 322,876 | $8.43M | 0.00% | +42,060+15.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 325,443 | $8.49M | 0.01% | +141,484+76.9% | Added |
| Alliancebernstein L.P. | 287,281 | $8.96M | 0.00% | −119,382−29.4% | Reduced |
| Royce & Associates LP | 347,944 | $9.08M | 0.07% | −14,320−4.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 370,000 | $9.66M | 0.01% | +70,000+23.3% | Added |
| Wells Fargo & Company | 393,796 | $10.3M | 0.00% | +141,683+56.2% | Added |
| California Public Employees Retirement System | 395,842 | $10.3M | 0.01% | −79,976−16.8% | Reduced |
| Panagora Asset Management Inc | 404,968 | $10.6M | 0.03% | −220,644−35.3% | Reduced |
| Russell Investments Group, Ltd. | 414,738 | $10.8M | 0.01% | +31,559+8.2% | Added |
| Leeward Investments, LLC - MA | 416,483 | $10.9M | 0.49% | −10,042−2.4% | Reduced |
| Palisade Capital Management LLC | 422,097 | $11.0M | 0.48% | −550,158−56.6% | Reduced |
| Citadel Advisors LLC | 435,571 | $11.4M | 0.01% | +409,172+1,550.0% | Added |
| Swiss National Bank | 481,133 | $12.6M | 0.01% | +56,900+13.4% | Added |
| Pekin Hardy Strauss, Inc. | 485,033 | $12.7M | 1.12% | +15,248+3.2% | Added |
| Marshall Wace, LLP | 485,069 | $12.7M | 0.01% | +324,322+201.8% | Added |
| New York State Common Retirement Fund | 489,260 | $12.8M | 0.02% | −48,000−8.9% | Reduced |
| Jane Street Group, LLC | 492,195 | $12.8M | 0.01% | +482,953+5,225.6% | Added |
| Whitebox Advisors LLC | 496,601 | $13.0M | 0.21% | −105,700−17.5% | Reduced |
| Legal & General Group Plc | 501,543 | $13.1M | 0.00% | +25,403+5.3% | Added |
| Goehring & Rozencwajg Associates, LLC | 513,406 | $13.4M | 0.77% | +25,676+5.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 517,794 | $13.5M | 0.04% | +12,910+2.6% | Added |
| Susquehanna International Group, LLP | 524,963 | $13.7M | 0.01% | −101,161−16.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 536,124 | $14.0M | 0.22% | +382,004+247.9% | Added |
| Creative Planning | 551,499 | $14.4M | 0.01% | +148,148+36.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 568,301 | $14.8M | 0.02% | +32,768+6.1% | Added |
| Glenmede Trust Co NA | 588,284 | $15.4M | 0.07% | −9,136−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 595,401 | $15.5M | 0.04% | −121,517−16.9% | Reduced |
| Wellington Management Group LLP | 625,424 | $16.3M | 0.00% | −2,124,526−77.3% | Reduced |
| Bessemer Group Inc | 642,909 | $16.8M | 0.02% | +641,021+33,952.4% | Added |
| Sagefield Capital LP | 652,363 | $17.0M | 1.26% | +161,067+32.8% | Added |
| Rhumbline Advisers | 655,372 | $17.1M | 0.01% | −80,410−10.9% | Reduced |
| Lazard Asset Management LLC | 662,766 | $17.3M | 0.03% | +600,971+972.5% | Added |
| Capital Fund Management S.A. | 666,413 | $17.4M | 0.12% | +239,843+56.2% | Added |
| Kennedy Capital Management, Inc. | 681,877 | $17.8M | 0.32% | −19,982−2.8% | Reduced |
| Aegis Financial Corp | 778,851 | $20.3M | 3.21% | +227,082+41.2% | Added |
| Public Sector Pension Investment Board | 782,474 | $20.4M | 0.05% | −27,341−3.4% | Reduced |
| Balyasny Asset Management LLC | 839,539 | $21.9M | 0.04% | +799,965+2,021.4% | Added |
| UBS Group AG | 844,527 | $22.0M | 0.00% | −1,235,321−59.4% | Reduced |
| Ameriprise Financial Inc | 900,635 | $23.5M | 0.00% | +128,392+16.6% | Added |
| First Trust Advisors LP | 918,135 | $24.0M | 0.01% | −372,350−28.9% | Reduced |
| Boston Partners | 937,303 | $25.0M | 0.02% | +887,124+1,767.9% | Added |
| Fisher Asset Management, LLC | 986,852 | $25.8M | 0.01% | +5,460+0.6% | Added |
| AQR Capital Management LLC | 1,000,121 | $26.1M | 0.01% | −78,869−7.3% | Reduced |
| Tudor Investment Corp Et Al | 1,085,503 | $28.3M | 0.12% | +601,454+124.3% | Added |
| Victory Capital Management Inc | 1,095,487 | $28.6M | 0.02% | −30,907−2.7% | Reduced |
| Principal Financial Group Inc | 1,101,837 | $28.8M | 0.01% | +755+0.1% | Added |
| Gotham Asset Management, LLC | 1,186,853 | $31.0M | 0.07% | −41,531−3.4% | Reduced |
| Bank of America Corp | 1,310,244 | $34.2M | 0.00% | +49,050+3.9% | Added |
| Encompass Capital Advisors LLC | 1,448,061 | $37.8M | 1.63% | +750,261+107.5% | Added |
| Fearnley Asset Management AS | 1,496,537 | $39.1M | 14.04% | +106,975+7.7% | Added |
| Vanguard Fiduciary Trust Co | 1,533,618 | $40.0M | 0.01% | +48,424+3.3% | Added |
| Bank of New York Mellon Corp | 1,657,438 | $43.3M | 0.01% | +239,752+16.9% | Added |
| Qube Research & Technologies Ltd | 1,691,744 | $44.2M | 0.05% | +1,435,399+559.9% | Added |
| Goldman Sachs Group Inc | 1,917,196 | $50.0M | 0.01% | −491,320−20.4% | Reduced |
| Webs Creek Capital Management LP | 2,040,529 | $53.3M | 10.09% | +755,229+58.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,280,261 | $59.5M | 0.16% | +2,280,261 | New |
| Nuveen, LLC | 2,320,316 | $60.6M | 0.01% | −40,170−1.7% | Reduced |
| Invesco Ltd. | 2,431,521 | $63.5M | 0.01% | +1,294,797+113.9% | Added |
| Nomura Asset Management International Inc. | 2,716,076 | $70.9M | 0.11% | −226,168−7.7% | Reduced |
| Northern Trust Corp | 2,786,773 | $72.7M | 0.01% | +132,162+5.0% | Added |
| Charles Schwab Investment Management Inc | 2,893,103 | $75.5M | 0.01% | −6,671−0.2% | Reduced |
| Morgan Stanley | 2,943,691 | $76.8M | 0.00% | −567,990−16.2% | Reduced |
| JPMorgan Chase & Co | 3,534,729 | $92.7M | 0.01% | −516,493−12.7% | Reduced |
| Mackenzie Financial Corp | 3,674,134 | $95.9M | 0.10% | +997,403+37.3% | Added |
| FMR LLC | 3,798,218 | $99.1M | 0.00% | −220,198−5.5% | Reduced |
| Millennium Management LLC | 4,493,473 | $117.3M | 0.08% | −539,433−10.7% | Reduced |
| Geode Capital Management, LLC | 6,269,841 | $163.7M | 0.01% | +571,288+10.0% | Added |
| Donald Smith & Co., Inc. | 7,647,594 | $199.6M | 3.53% | +438,695+6.1% | Added |
| Dimensional Fund Advisors LP | 8,174,503 | $213.4M | 0.04% | −1,820,850−18.2% | Reduced |
| American Century Companies Inc | 8,935,683 | $233.2M | 0.10% | +12,059+0.1% | Added |
| Vanguard Capital Management LLC | 10,657,355 | $278.2M | 0.01% | +119,582+1.1% | Added |
| State Street Corp | 11,705,860 | $305.5M | 0.01% | −790,102−6.3% | Reduced |
| Aristeia Capital LLC | 13,000,649 | $339.3M | 5.33% | +2,158,803+19.9% | Added |
| Canada Pension Plan Investment Board | 14,493,791 | $378.3M | 0.21% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 15,425,423 | $402.6M | 0.02% | +190,934+1.3% | Added |
| BlackRock, Inc. | 39,280,818 | $1.03B | 0.02% | +849,031+2.2% | Added |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −731,625−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −532,500−100.0% | Sold out |