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 |
|---|---|---|---|---|---|
| CLG LLC | 0 | $0 | 0.00% | −466,175−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −383,177−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −256,050−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −247,820−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −208,662−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −202,800−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −197,698−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −191,323−100.0% | Sold out |
| Tieton Capital Management, LLC | 0 | $0 | 0.00% | −189,263−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −168,533−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −112,950−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −95,162−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −93,870−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −77,631−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −62,836−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −59,225−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −59,386−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −50,725−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −45,736−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −39,200−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −28,116−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −23,696−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −20,609−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −19,746−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −18,715−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −18,335−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −16,243−100.0% | Sold out |
| Pale Fire Capital SE | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −14,306−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,782−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −12,997−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,227−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| Kendall Capital Management | 0 | $0 | 0.00% | −10,786−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| JMN Financial LLC | 0 | $0 | 0.00% | −9,256−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −9,172−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −9,079−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −8,206−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,009−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −7,843−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,819−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −7,777−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −7,173−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −7,054−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −7,039−100.0% | Sold out |
| Van Den Berg Management I, Inc | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −6,669−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −6,437−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −4,661−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| Jackson Hole Capital Partners, LLC | – | – | – | – | Not filed |
| Cim Investment Mangement Inc | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |