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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 498 institutions
Q1 2021: 184 institutionsQ2 2021: 226 institutionsQ3 2021: 238 institutionsQ4 2021: 262 institutionsQ1 2022: 302 institutionsQ2 2022: 310 institutionsQ3 2022: 310 institutionsQ4 2022: 342 institutionsQ1 2023: 296 institutionsQ2 2023: 309 institutionsQ3 2023: 373 institutionsQ4 2023: 370 institutionsQ1 2024: 390 institutionsQ2 2024: 422 institutionsQ3 2024: 420 institutionsQ4 2024: 426 institutionsQ1 2025: 404 institutionsQ2 2025: 372 institutionsQ3 2025: 383 institutionsQ4 2025: 345 institutionsQ1 2026: 514 institutionsQ2 2026: 498 institutions
Value heldQ2 2026: $6.01B
Q1 2021: $1.62BQ2 2021: $2.53BQ3 2021: $2.74BQ4 2021: $3.05BQ1 2022: $4.08BQ2 2022: $3.71BQ3 2022: $4.13BQ4 2022: $3.90BQ1 2023: $3.04BQ2 2023: $3.44BQ3 2023: $4.21BQ4 2023: $4.25BQ1 2024: $5.71BQ2 2024: $4.92BQ3 2024: $4.66BQ4 2024: $4.47BQ1 2025: $3.48BQ2 2025: $2.83BQ3 2025: $2.93BQ4 2025: $2.11BQ1 2026: $7.08BQ2 2026: $6.01B
Institutions holding SM and their total value by quarter
QuarterHoldersValue
Q2 2026498$6.01B
Q1 2026514$7.08B
Q4 2025345$2.11B
Q3 2025383$2.93B
Q2 2025372$2.83B
Q1 2025404$3.48B
Q4 2024426$4.47B
Q3 2024420$4.66B
Q2 2024422$4.92B
Q1 2024390$5.71B
Q4 2023370$4.25B
Q3 2023373$4.21B
Q2 2023309$3.44B
Q1 2023296$3.04B
Q4 2022342$3.90B
Q3 2022310$4.13B
Q2 2022310$3.71B
Q1 2022302$4.08B
Q4 2021262$3.05B
Q3 2021238$2.74B
Q2 2021226$2.53B
Q1 2021184$1.62B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding SM Energy Co; share changes are against Q1 2026.

Institutions holding SM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Intech Investment Management LLC49,945$1.30M0.01%−616−1.2%Reduced
US Bancorp48,563$1.27M0.00%−261−0.5%Reduced
Wealth Enhancement Advisory Services, LLC44,973$1.25M0.00%+6,885+18.1%Added
Numerai GP LLC46,904$1.22M0.10%+46,904New
Allspring Global Investments Holdings, LLC47,383$1.22M0.00%+38,156+413.5%Added
State of Wisconsin Investment Board46,499$1.21M0.00%+25,574+122.2%Added
Sendero Wealth Management, LLC46,008$1.20M0.12%−191−0.4%Reduced
Man Group plc45,981$1.20M0.00%−156,182−77.3%Reduced
BTG Pactual Asset Management US LLC45,550$1.19M0.09%−3,910−7.9%Reduced
State Board of Administration of Florida Retirement System44,953$1.17M0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd44,714$1.17M0.16%+5,599+14.3%Added
Unifi Asset Management LP42,890$1.12M0.79%+3,310+8.4%Added
First Citizens Bank & Trust Co41,303$1.08M0.02%+925+2.3%Added
Envestnet Portfolio Solutions, Inc.40,675$1.06M0.01%+989+2.5%Added
Jones Financial Companies LLLP40,070$1.06M0.00%+10,142+33.9%Added
S&T Bank40,206$1.05M0.31%−13,258−24.8%Reduced
Group One Trading, L.P.39,488$1.03M0.03%−20,611−34.3%Reduced
Abel Hall, LLC38,994$1.02M0.18%−15,100−27.9%Reduced
Neuberger Berman Group LLC38,791$1.01M0.00%+2,683+7.4%Added
Bank of Montreal37,598$981.3K0.00%+542+1.5%Added
Vise Technologies, Inc.37,515$979.2K0.01%+37,515New
SMH Capital Advisors Inc37,399$976.1K3.83%−46−0.1%Reduced
Sierra Summit Advisors LLC36,957$964.6K0.11%−18,331−33.2%Reduced
Cresset Asset Management, LLC36,886$962.7K0.00%−39,622−51.8%Reduced
Pictet Asset Management Holding SA36,856$961.9K0.00%+111+0.3%Added
Unison Advisors LLC36,624$955.9K0.07%+520+1.4%Added
Waldron Private Wealth LLC36,351$948.8K0.03%−82−0.2%Reduced
Diversified Trust Co36,298$947.4K0.02%−14,635−28.7%Reduced
ProShare Advisors LLC34,605$903.2K0.00%−3,957−10.3%Reduced
Vestcor Inc34,407$898.0K0.02%00.0%Unchanged
Saxon Interests, Inc.34,177$892.0K0.25%+110.0%Added
Catalyst Capital Advisors LLC33,782$881.7K0.01%00.0%Unchanged
Maryland State Retirement & Pension System33,127$864.6K0.01%+113+0.3%Added
Brookfield Asset Management Inc.32,016$835.6K0.00%00.0%Unchanged
Legacy Capital Group California, Inc.30,777$803.3K0.24%−460−1.5%Reduced
Commons Capital, LLC30,000$783.0K0.55%+30,000New
Glenorchy Capital Ltd29,653$774.0K0.48%+1,404+5.0%Added
M&T Bank Corp28,419$741.5K0.00%−204−0.7%Reduced
State of Wyoming27,704$723.1K0.07%+27,704New
Sterling Capital Management LLC27,651$721.7K0.01%+19,338+232.6%Added
Graham Capital Management, L.P.26,787$699.1K0.02%−29,505−52.4%Reduced
Mutual of America Capital Management LLC26,086$680.8K0.01%+182+0.7%Added
CWM Advisors, LLC25,983$678.2K0.03%+892+3.6%Added
RSM US Wealth Management LLC25,754$672.2K0.01%+1,170+4.8%Added
STRS Ohio25,500$665.5K0.00%−1,400−5.2%Reduced
CAPROCK Group, Inc.25,451$664.3K0.01%+1,909+8.1%Added
Public Employees Retirement Association of Colorado25,145$656.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.24,799$647.3K0.11%+24,799New
Swiss Life Asset Management Ltd24,481$639.0K0.00%+11,323+86.1%Added
Sagewood Asset Management LP24,152$630.4K0.14%00.0%Unchanged
Xponance, Inc.23,720$619.1K0.00%+780+3.4%Added
Blackstone Group Inc.23,599$615.9K0.00%+23,599New
Pickering Energy Partners LP23,500$613.4K1.70%+8,500+56.7%Added
The PNC Financial Services Group, Inc.22,838$596.1K0.00%+3,647+19.0%Added
Ameritas Investment Partners, Inc.22,144$578.0K0.02%+1,732+8.5%Added
CIBC Asset Management Inc21,678$565.8K0.00%+3,617+20.0%Added
Captrust Financial Advisors21,368$557.7K0.00%−1,102−4.9%Reduced
Tower Research Capital LLC (TRC)21,347$557.2K0.01%−7,463−25.9%Reduced
CIBC Bancorp USA Inc.20,536$536.0K0.00%+96+0.5%Added
Almanack Investment Partners, LLC.20,123$525.2K0.07%+20,123New
Horizon Investment Services, LLC19,595$511.4K0.14%+19,595New
Quantitative Investment Management, LLC19,486$508.0K0.06%+19,486New
Lido Advisors, LLC19,401$506.4K0.00%+19,401New
nVerses Capital, LLC19,188$500.8K0.77%+19,188New
Cambridge Investment Research Advisors, Inc.19,059$497.0K0.00%+820+4.5%Added
PEAK6 LLC18,846$491.9K0.01%−6,458−25.5%Reduced
AE Wealth Management LLC18,754$489.5K0.00%+18,754New
Sippican Capital Advisors18,735$489.0K0.30%−2,025−9.8%Reduced
Burns Matteson Capital Management, LLC18,628$486.2K0.15%+18,628New
Twin Tree Management, LP18,449$481.5K0.07%+18,449New
Toroso Investments, LLC18,189$474.7K0.00%+2,989+19.7%Added
IFP Advisors, Inc18,006$470.0K0.01%+315+1.8%Added
AlphaCore Capital LLC17,142$447.4K0.01%−166−1.0%Reduced
Summit Global Investments17,114$447.0K0.02%−27,706−61.8%Reduced
Walleye Capital LLC16,638$434.3K0.00%−55,773−77.0%Reduced
Moody National Bank Trust Division16,414$428.4K0.04%−67−0.4%Reduced
Abacus Planning Group, Inc.16,311$425.7K0.05%−1,057−6.1%Reduced
Signaturefd, LLC16,300$425.4K0.01%−528−3.1%Reduced
Mount Yale Investment Advisors, LLC16,162$421.8K0.01%+1,502+10.2%Added
Ethic Inc.15,781$411.9K0.01%+6,592+71.7%Added
EP Wealth Advisors, LLC15,678$409.2K0.00%+1,853+13.4%Added
Investors Research Corp15,618$407.6K0.07%00.0%Unchanged
Summit Trail Advisors, LLC15,473$403.8K0.01%−790−4.9%Reduced
Investment Advisory Services Inc15,417$402.4K0.12%00.0%Unchanged
Pacer Advisors, Inc.15,096$394.0K0.00%+11,116+279.3%Added
Gallacher Capital Management LLC14,866$388.0K0.22%+14,866New
Kestra Advisory Services, LLC14,665$382.8K0.00%−80,863−84.6%Reduced
Formidable Asset Management, LLC14,560$380.0K0.06%+14,560New
McGuire Capital Advisors Inc14,453$377.2K0.21%+14,453New
Sanctuary Advisors, LLC13,792$360.0K0.00%+4,670+51.2%Added
Quad-Cities Investment Group, LLC13,777$359.6K0.13%+375+2.8%Added
Amundi13,768$359.3K0.00%+4,404+47.0%Added
Evergreen Capital Management LLC13,751$358.9K0.01%−18−0.1%Reduced
Savant Capital, LLC12,508$358.0K0.00%−1,570−11.2%Reduced
Sage Rhino Capital LLC13,462$351.4K0.06%−340−2.5%Reduced
HighTower Advisors, LLC13,099$341.9K0.00%−4,189−24.2%Reduced
Gryphon Financial Partners LLC13,067$341.1K0.03%+1,151+9.7%Added
Advisory Services Network, LLC12,665$330.6K0.00%+683+5.7%Added
Childress Capital Advisors, LLC12,566$328.0K0.05%+12,566New
Blair William & Co12,551$327.6K0.00%−114−0.9%Reduced