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 |
|---|---|---|---|---|---|
| Storgate, LLC | 12,266 | $320.1K | 0.07% | +12,266 | New |
| Bailard, Inc. | 12,000 | $313.2K | 0.01% | +12,000 | New |
| Freestone Grove Partners LP | 11,914 | $311.0K | 0.00% | +11,914 | New |
| Capital Counsel LLC | 11,905 | $310.7K | 0.01% | 00.0% | Unchanged |
| Range Financial Group LLC | 11,879 | $310.0K | 0.08% | −960−7.5% | Reduced |
| Brinker Capital Investments, LLC | 11,344 | $296.1K | 0.00% | +1,187+11.7% | Added |
| Virtu Financial LLC | 11,301 | $295.0K | 0.01% | −7,208−38.9% | Reduced |
| Ensign Peak Advisors, Inc | 11,271 | $294.2K | 0.00% | +3,650+47.9% | Added |
| Callan Family Office, LLC | 11,187 | $292.0K | 0.01% | +517+4.8% | Added |
| Texas Yale Capital Corp. | 11,169 | $291.5K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,124 | $290.3K | 0.00% | +1,975+21.6% | Added |
| Profund Advisors LLC | 10,993 | $286.9K | 0.01% | −1,870−14.5% | Reduced |
| Brown Brothers Harriman & Co | 10,267 | $268.0K | 0.00% | −356−3.4% | Reduced |
| Verity Asset Management, Inc. | 10,237 | $267.2K | 0.10% | −1,292−11.2% | Reduced |
| Moors & Cabot, Inc. | 10,110 | $263.9K | 0.01% | −2,435−19.4% | Reduced |
| GAMMA Investing LLC | 10,108 | $263.8K | 0.01% | +371+3.8% | Added |
| HB Wealth Management, LLC | 10,063 | $262.6K | 0.00% | +1,711+20.5% | Added |
| Caitlin John, LLC | 10,033 | $261.9K | 0.14% | +10,033 | New |
| Manatuck Hill Partners, LLC | 10,000 | $261.0K | 0.09% | +10,000 | New |
| Frec Markets, Inc. | 9,984 | $260.6K | 0.02% | +18+0.2% | Added |
| SRS Capital Advisors, Inc. | 9,924 | $259.0K | 0.00% | +7,142+256.7% | Added |
| Davenport & Co LLC | 9,897 | $258.3K | 0.00% | +755+8.3% | Added |
| Seelaus Asset Management LLC | 9,843 | $256.9K | 0.18% | −188−1.9% | Reduced |
| Fieldview Capital Management, LLC | 9,772 | $255.0K | 0.07% | +9,772 | New |
| Brighton Jones LLC | 9,758 | $254.7K | 0.00% | +1,196+14.0% | Added |
| Hohimer Wealth Management, LLC | 9,688 | $252.9K | 0.03% | +48+0.5% | Added |
| Intrust Bank NA | 9,648 | $251.8K | 0.02% | −420−4.2% | Reduced |
| TCI Wealth Advisors, Inc. | 9,639 | $251.6K | 0.01% | −8,638−47.3% | Reduced |
| QRG Capital Management, Inc. | 9,551 | $249.3K | 0.00% | +1,186+14.2% | Added |
| DnB Asset Management AS | 9,423 | $245.9K | 0.00% | −7,152−43.1% | Reduced |
| Legacy Wealth Managment, LLC | 9,418 | $245.8K | 0.10% | +6,698+246.3% | Added |
| AlphaGrep UK Ltd | 9,267 | $241.9K | 0.07% | +9,267 | New |
| Chicago Partners Investment Group LLC | 7,187 | $240.8K | 0.00% | +7,187 | New |
| Post Resch Tallon Group Inc. | 9,200 | $240.1K | 0.17% | 00.0% | Unchanged |
| RWC Asset Management LLP | 9,086 | $237.1K | 0.01% | +641+7.6% | Added |
| Kestra Investment Management, LLC | 9,013 | $235.2K | 0.00% | −11,587−56.2% | Reduced |
| Permanent Capital Management, LP | 8,765 | $228.8K | 0.03% | +8,765 | New |
| Laird Norton Trust Company, LLC | 8,625 | $225.1K | 0.00% | −109−1.2% | Reduced |
| Ruggaard & Associates LLC | 8,610 | $224.7K | 0.08% | +200+2.4% | Added |
| Avantax Planning Partners, Inc. | 8,351 | $218.0K | 0.01% | +7+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 8,299 | $216.6K | 0.04% | −840−9.2% | Reduced |
| Everence Capital Management Inc | 8,290 | $216.0K | 0.01% | −1,375−14.2% | Reduced |
| Merit Financial Group, LLC | 7,977 | $208.2K | 0.00% | +761+10.5% | Added |
| Stifel Financial Corp | 7,971 | $208.1K | 0.00% | −2,486−23.8% | Reduced |
| Janney Montgomery Scott LLC | 7,948 | $207.0K | 0.00% | −10,758−57.5% | Reduced |
| Aigen Investment Management, LP | 7,908 | $206.4K | 0.06% | −6,497−45.1% | Reduced |
| D.A. Davidson & Co. | 7,777 | $203.0K | 0.00% | +7,777 | New |
| KBC Group NV | 7,161 | $187.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 7,085 | $184.9K | 0.04% | +603+9.3% | Added |
| DekaBank Deutsche Girozentrale | 5,738 | $183.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7,025 | $183.0K | 0.00% | +1,349+23.8% | Added |
| Exchange Traded Concepts, LLC | 6,590 | $172.0K | 0.00% | +1,026+18.4% | Added |
| Simplex Trading, LLC | 6,484 | $169.2K | 0.00% | −3,484−35.0% | Reduced |
| National Bank of Canada | 6,115 | $159.5K | 0.00% | +35+0.6% | Added |
| Corient IA LLC | 6,060 | $158.2K | 0.15% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,874 | $153.3K | 0.00% | +5,874 | New |
| Parallel Advisors, LLC | 4,750 | $124.0K | 0.00% | +72+1.5% | Added |
| Rockefeller Capital Management L.P. | 4,712 | $123.0K | 0.00% | +617+15.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,612 | $120.4K | 0.01% | +193+4.4% | Added |
| Sankala Group LLC | 3,000 | $106.4K | 0.07% | +1,500+100.0% | Added |
| Parkside Financial Bank & Trust | 3,780 | $98.7K | 0.01% | +2,649+234.2% | Added |
| Nomura Asset Management Co Ltd | 3,480 | $90.8K | 0.00% | −290−7.7% | Reduced |
| Farther Finance Advisors, LLC | 3,460 | $90.3K | 0.00% | −4,584−57.0% | Reduced |
| Triumph Capital Management | 3,408 | $88.9K | 0.02% | +2,937+623.6% | Added |
| Covestor Ltd | 3,176 | $83.0K | 0.05% | −3,574−52.9% | Reduced |
| Harbor Capital Advisors, Inc. | 3,127 | $82.0K | 0.01% | +35+1.1% | Added |
| Allworth Financial LP | 3,072 | $80.2K | 0.00% | −3,581−53.8% | Reduced |
| Global Retirement Partners, LLC | 3,026 | $79.0K | 0.00% | +3,026 | New |
| Umb Bank N A | 2,779 | $72.5K | 0.00% | −660−19.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,606 | $68.0K | 0.00% | +2,606 | New |
| Salomon & Ludwin, LLC | 2,415 | $62.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,315 | $60.4K | 0.00% | −29−1.2% | Reduced |
| Optiver Holding B.V. | 2,276 | $59.4K | 0.00% | +2,276 | New |
| Cetera Trust Company, N.A | 2,060 | $53.8K | 0.03% | +625+43.6% | Added |
| Versant Capital Management, Inc | 1,897 | $49.5K | 0.00% | +1,529+415.5% | Added |
| SBI Securities Co., Ltd. | 1,847 | $48.2K | 0.00% | −2,861−60.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,848 | $47.8K | 0.00% | +1,652+842.9% | Added |
| Kemnay Advisory Services Inc. | 1,729 | $45.1K | 0.01% | +204+13.4% | Added |
| Valued Wealth Advisors LLC | 1,653 | $43.1K | 0.02% | +594+56.1% | Added |
| Massmutual Trust Co FSB | 1,615 | $42.2K | 0.00% | −76−4.5% | Reduced |
| Golden State Equity Partners | 1,535 | $40.1K | 0.11% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,479 | $38.6K | 0.00% | +285+23.9% | Added |
| Larson Financial Group LLC | 1,466 | $38.3K | 0.00% | +168+12.9% | Added |
| American National Bank | 1,451 | $37.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1,442 | $37.6K | 0.00% | −59−3.9% | Reduced |
| Huntington National Bank | 1,406 | $36.7K | 0.00% | +211+17.7% | Added |
| Los Angeles Capital Management LLC | 1,222 | $31.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,206 | $31.5K | 0.00% | +80+7.1% | Added |
| Smartleaf Asset Management LLC | 1,078 | $28.2K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,071 | $28.0K | 0.01% | −86−7.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 913 | $23.8K | 0.00% | −31−3.3% | Reduced |
| Rothschild Investment LLC | 864 | $22.6K | 0.00% | +375+76.7% | Added |
| EverSource Wealth Advisors, LLC | 839 | $21.9K | 0.00% | −290−25.7% | Reduced |
| Torren Management, LLC | 839 | $21.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 804 | $21.0K | 0.00% | −252−23.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 764 | $20.0K | 0.00% | +764 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 749 | $19.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 725 | $18.9K | 0.00% | −22−2.9% | Reduced |
| GWM Advisors LLC | 720 | $18.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 719 | $18.8K | 0.00% | 00.0% | Unchanged |