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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 175,161 | $4.57M | 0.01% | +68,816+64.7% | Added |
| Citigroup Inc | 169,030 | $4.41M | 0.00% | +31,123+22.6% | Added |
| Steward Partners Investment Advisory, LLC | 165,890 | $4.33M | 0.02% | −291,443−63.7% | Reduced |
| Moody Aldrich Partners LLC | 159,611 | $4.17M | 0.75% | −16,901−9.6% | Reduced |
| CoreCommodity Management, LLC | 152,802 | $3.99M | 0.79% | −58,050−27.5% | Reduced |
| Vanguard Global Advisers, LLC | 146,112 | $3.81M | 0.00% | +12,368+9.2% | Added |
| State of Alaska, Department of Revenue | 145,237 | $3.79M | 0.04% | −44,406−23.4% | Reduced |
| MetLife Investment Management | 141,968 | $3.71M | 0.02% | +5,431+4.0% | Added |
| XTX Topco Ltd | 138,993 | $3.63M | 0.05% | +129,793+1,410.8% | Added |
| Aventail Capital Group, LP | 138,132 | $3.61M | 0.21% | +105,183+319.2% | Added |
| Massachusetts Financial Services Co | 136,751 | $3.57M | 0.00% | −404−0.3% | Reduced |
| Franklin Resources Inc | 134,554 | $3.51M | 0.00% | −31,598−19.0% | Reduced |
| State of Tennessee, Treasury Department | 133,710 | $3.49M | 0.01% | +11,291+9.2% | Added |
| Algert Global LLC | 133,342 | $3.48M | 0.04% | −75,490−36.1% | Reduced |
| Vontobel Holding Ltd. | 127,000 | $3.31M | 0.01% | +2,500+2.0% | Added |
| Manufacturers Life Insurance Company, The | 124,575 | $3.25M | 0.00% | +26,549+27.1% | Added |
| Kingsview Wealth Management, LLC | 124,537 | $3.25M | 0.04% | +116,041+1,365.8% | Added |
| Rafferty Asset Management, LLC | 120,168 | $3.14M | 0.01% | −152,019−55.9% | Reduced |
| Tiptree Advisors, LLC | 120,000 | $3.13M | 1.94% | −120,000−50.0% | Reduced |
| Nisa Investment Advisors, LLC | 118,631 | $3.10M | 0.01% | +570+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 116,096 | $3.03M | 0.06% | +95,709+469.5% | Added |
| Mercer Global Advisors Inc | 115,759 | $3.02M | 0.00% | +2,314+2.0% | Added |
| Peregrine Capital Management LLC | 115,501 | $3.01M | 0.10% | −26,160−18.5% | Reduced |
| Envestnet Asset Management Inc | 114,556 | $2.99M | 0.00% | −350,939−75.4% | Reduced |
| Virginia Retirement Systems Et Al | 113,600 | $2.96M | 0.02% | +73,500+183.3% | Added |
| Congress Asset Management Co | 113,445 | $2.96M | 0.02% | +1,166+1.0% | Added |
| Fifth Third Bancorp | 112,618 | $2.94M | 0.00% | +34,800+44.7% | Added |
| Illinois Municipal Retirement Fund | 111,718 | $2.92M | 0.03% | +7,750+7.5% | Added |
| Voya Investment Management LLC | 109,970 | $2.87M | 0.00% | +4,248+4.0% | Added |
| NFJ Investment Group, LLC | 107,494 | $2.81M | 0.10% | +10,557+10.9% | Added |
| Jupiter Topco LLC | 107,345 | $2.80M | 0.00% | +107,345 | New |
| Barclays PLC | 106,484 | $2.78M | 0.00% | −312,068−74.6% | Reduced |
| HRT Financial LP | 105,718 | $2.76M | 0.01% | +105,718 | New |
| Hussman Strategic Advisors, Inc. | 105,000 | $2.74M | 0.63% | +105,000 | New |
| Royal Bank of Canada | 103,465 | $2.70M | 0.00% | +9,350+9.9% | Added |
| Dockside LLC | 103,036 | $2.69M | 0.63% | +103,036 | New |
| Cetera Investment Advisers | 102,903 | $2.69M | 0.00% | −5,116−4.7% | Reduced |
| Kornitzer Capital Management Inc | 101,642 | $2.65M | 0.06% | +9,635+10.5% | Added |
| Mariner, LLC | 101,234 | $2.64M | 0.00% | +35,847+54.8% | Added |
| Louisiana State Employees Retirement System | 99,800 | $2.60M | 0.04% | −500−0.5% | Reduced |
| Wedge Capital Management L L P | 98,899 | $2.58M | 0.04% | −4,679−4.5% | Reduced |
| Dana Investment Advisors, Inc. | 97,178 | $2.54M | 0.07% | +8,028+9.0% | Added |
| LPL Financial LLC | 96,510 | $2.52M | 0.00% | −65,482−40.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 95,925 | $2.50M | 0.01% | +81,954+586.6% | Added |
| Expect Equity LLC | 95,806 | $2.50M | 1.61% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 94,047 | $2.45M | 0.00% | +6,344+7.2% | Added |
| Atom Investors LP | 91,811 | $2.40M | 0.21% | −97,319−51.5% | Reduced |
| IMC-Chicago, LLC | 88,575 | $2.31M | 0.02% | −17,358−16.4% | Reduced |
| Cozad Asset Management Inc | 88,367 | $2.31M | 0.15% | +3,920+4.6% | Added |
| Two Sigma Investments, LP | 87,490 | $2.28M | 0.00% | +87,490 | New |
| Gsa Capital Partners LLP | 85,953 | $2.24M | 0.14% | +85,953 | New |
| Mirae Asset Securities (USA) Inc. | 85,576 | $2.23M | 0.10% | +85,576 | New |
| Brevan Howard Capital Management LP | 85,510 | $2.23M | 0.03% | +85,510 | New |
| Mitsubishi UFJ Trust & Banking Corp | 85,228 | $2.22M | 0.00% | −158,651−65.1% | Reduced |
| South Dakota Investment Council | 84,353 | $2.20M | 0.04% | −25,405−23.1% | Reduced |
| Dark Forest Capital Management LP | 83,078 | $2.17M | 0.14% | +27,081+48.4% | Added |
| Cerity Partners LLC | 82,948 | $2.16M | 0.00% | −25,265−23.3% | Reduced |
| Redwood Investment Management, LLC | 82,815 | $2.16M | 0.21% | +82,815 | New |
| J. Safra Sarasin Holding AG | 81,901 | $2.14M | 0.03% | +81,901 | New |
| Ironwood Investment Management LLC | 81,890 | $2.14M | 0.74% | −13,500−14.2% | Reduced |
| State of New Jersey Common Pension Fund D | 80,314 | $2.10M | 0.01% | −15,467−16.1% | Reduced |
| Caption Management, LLC | 80,000 | $2.09M | 0.07% | +80,000 | New |
| Natixis Advisors, L.P. | 79,695 | $2.08M | 0.00% | +19,233+31.8% | Added |
| Collar Capital Management, LLC | 79,651 | $2.08M | 1.23% | −2,333−2.8% | Reduced |
| Quadrature Capital Ltd | 75,532 | $1.97M | 0.02% | −37,465−33.2% | Reduced |
| Empowered Funds, LLC | 74,383 | $1.94M | 0.01% | −106,789−58.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74,323 | $1.94M | 0.63% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 74,320 | $1.94M | 0.00% | −835,279−91.8% | Reduced |
| SG Americas Securities, LLC | 73,513 | $1.92M | 0.00% | +73,513 | New |
| MAI Capital Management | 73,490 | $1.92M | 0.01% | +71,784+4,207.7% | Added |
| JustInvest LLC | 73,020 | $1.91M | 0.02% | +2,375+3.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 71,963 | $1.88M | 0.01% | +4,581+6.8% | Added |
| Colony Group, LLC | 70,698 | $1.85M | 0.00% | −144,275−67.1% | Reduced |
| Advisor Group Holdings, Inc. | 69,630 | $1.82M | 0.00% | +44,221+174.0% | Added |
| Oliver Luxxe Assets LLC | 68,050 | $1.78M | 0.26% | −30,116−30.7% | Reduced |
| Yousif Capital Management, LLC | 66,375 | $1.73M | 0.02% | −1,739−2.6% | Reduced |
| Arizona State Retirement System | 66,152 | $1.73M | 0.01% | +7,223+12.3% | Added |
| CSS LLC | 65,175 | $1.70M | 0.08% | −11,832−15.4% | Reduced |
| BNP Paribas Arbitrage, SA | 63,328 | $1.65M | 0.00% | +8,252+15.0% | Added |
| Landscape Capital Management, L.L.C. | 62,916 | $1.64M | 0.11% | +2,426+4.0% | Added |
| Walleye Trading LLC | 62,267 | $1.63M | 0.02% | +23,513+60.7% | Added |
| Amalgamated Bank | 61,622 | $1.61M | 0.01% | −3,984−6.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 61,023 | $1.59M | 0.00% | +6,470+11.9% | Added |
| Allianz Asset Management GmbH | 59,695 | $1.56M | 0.00% | +48,924+454.2% | Added |
| Martingale Asset Management L P | 58,300 | $1.52M | 0.04% | −11,526−16.5% | Reduced |
| New Age Alpha Advisors, LLC | 57,879 | $1.51M | 0.06% | +41,031+243.5% | Added |
| SummitTX Capital, L.P. | 57,738 | $1.51M | 0.04% | −21,811−27.4% | Reduced |
| Sequoia Financial Advisors, LLC | 57,623 | $1.50M | 0.01% | +33,181+135.8% | Added |
| Engineers Gate Manager LP | 57,033 | $1.49M | 0.02% | +57,033 | New |
| Teachers Retirement System of the State of Kentucky | 56,076 | $1.46M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 55,737 | $1.45M | 0.02% | −13,788−19.8% | Reduced |
| Pathstone Holdings, LLC | 54,465 | $1.42M | 0.00% | +1,931+3.7% | Added |
| KLP Kapitalforvaltning AS | 54,307 | $1.42M | 0.00% | −8,849−14.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,010 | $1.41M | 0.01% | −1,966−3.5% | Reduced |
| Pinebridge Investments LLC | 53,763 | $1.40M | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 52,903 | $1.38M | 0.08% | +22,198+72.3% | Added |
| Guggenheim Capital LLC | 52,111 | $1.36M | 0.01% | −1,340−2.5% | Reduced |
| GF Fund Management Co. Ltd. | 51,825 | $1.35M | 0.02% | +13,777+36.2% | Added |
| Oregon Public Employees Retirement Fund | 51,595 | $1.35M | 0.01% | −200−0.4% | Reduced |
| Fulcrum Asset Management LLP | 51,348 | $1.34M | 0.13% | +51,348 | New |