SM EnergySM
13F holders, Q2 2026 (June 30)498holders −16
68new positions
79sold out
8famous investors
$26.11avg. 13F price*
At the end of Q2 2026, 498 institutions reported holding SM Energy Co. (SM) in their 13F filings, down 16 from Q1 2026. 68 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($402.6M) and Canada Pension Plan Investment Board ($378.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $121.6M |
| Exits | 79 | $157.7M |
All 13F filers, Q1 2026 → Q2 2026: 23,876,333 shares bought and 20,250,178 shares sold, net +3,626,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 498 holders
| BlackRock, Inc. | 0.02% | Add +2.2% | 39,280,818 | $1.0B |
| Vanguard Portfolio Management LLC | 0.02% | Add +1.3% | 15,425,423 | $402.6M |
| Canada Pension Plan Investment Board | 0.21% | No change | 14,493,791 | $378.3M |
| Aristeia Capital, L.L.C. | 12.78% | Add +19.9% | 13,000,649 | $339.3M |
| State Street Corp. | 0.01% | Reduce -6.3% | 11,705,860 | $305.5M |
| Vanguard Capital Management LLC | 0.01% | Add +1.1% | 10,657,355 | $278.2M |
| American Century Companies Inc. | 0.10% | Add +0.1% | 8,935,683 | $233.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -18.2% | 8,174,503 | $213.4M |
| Donald Smith & Co., Inc. | 3.53% | Add +6.1% | 7,647,594 | $199.6M |
| Geode Capital Management, LLC | 0.01% | Add +10.0% | 6,269,841 | $163.7M |
| Millennium Management | 0.08% | Reduce -10.7% | 4,493,473 | $117.3M |
| FMR LLC | 0.00% | Reduce -5.5% | 3,798,218 | $99.1M |
| Mackenzie Financial Corp. | 0.10% | Add +37.3% | 3,674,134 | $95.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.8% | 3,534,729 | $92.7M |
| Morgan Stanley | 0.00% | Reduce -16.2% | 2,943,691 | $76.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 2,893,103 | $75.5M |
| Northern Trust Corp. | 0.01% | Add +5.0% | 2,786,773 | $72.7M |
| Nomura Asset Management International Inc. | 0.11% | Reduce -7.7% | 2,716,076 | $70.9M |
| Invesco Ltd. | 0.01% | Add +113.9% | 2,431,521 | $63.5M |
| Nuveen, LLC | 0.01% | Reduce -1.7% | 2,320,316 | $60.6M |
| Fuller & Thaler Asset Management, Inc. | 0.16% | New | 2,280,261 | $59.5M |
| Webs Creek Capital Management LP | 10.09% | Add +58.8% | 2,040,529 | $53.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.4% | 1,917,196 | $50.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +560.0% | 1,691,744 | $44.2M |
| Bank of New York Mellon Corp | 0.01% | Add +16.9% | 1,657,438 | $43.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.3% | 1,533,618 | $40.0M |
| Fearnley Asset Management As | 14.04% | Add +7.7% | 1,496,537 | $39.1M |
| Encompass Capital Advisors LLC | 1.63% | Add +107.5% | 1,448,061 | $37.8M |
| Bank of America Corp. | 0.00% | Add +3.9% | 1,310,244 | $34.2M |
| Gotham Asset Management | 0.07% | Reduce -3.4% | 1,186,853 | $31.0M |
| Principal Financial Group Inc. | 0.01% | Add +0.1% | 1,101,837 | $28.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -2.7% | 1,095,487 | $28.6M |
| Tudor Investment Corporation | 0.12% | Add +124.3% | 1,085,503 | $28.3M |
| AQR Capital Management | 0.01% | Reduce -7.3% | 1,000,121 | $26.1M |
| Fisher Asset Management | 0.01% | Add +0.6% | 986,852 | $25.8M |
| Boston Partners | 0.02% | Add +1767.9% | 937,303 | $25.0M |
| First Trust Advisors LP | 0.01% | Reduce -28.9% | 918,135 | $24.0M |
| Ameriprise Financial Inc. | 0.00% | Add +16.6% | 900,635 | $23.5M |
| UBS Group AG | 0.00% | Reduce -59.4% | 844,527 | $22.0M |
| Balyasny Asset Management L.P. | 0.04% | Add +2021.4% | 839,539 | $21.9M |
| Public Sector Pension Investment Board | 0.05% | Reduce -3.4% | 782,474 | $20.4M |
| Aegis Financial Corp. | 3.21% | Add +41.2% | 778,851 | $20.3M |
| Kennedy Capital Management LLC | 0.32% | Reduce -2.9% | 681,877 | $17.8M |
| Capital Fund Management S.A. | 0.12% | Add +56.2% | 666,413 | $17.4M |
| Lazard Asset Management LLC | 0.03% | Add +972.5% | 662,766 | $17.3M |
| Rhumbline Advisers | 0.01% | Reduce -10.9% | 655,372 | $17.1M |
| Sagefield Capital LP | 1.26% | Add +32.8% | 652,363 | $17.0M |
| Bessemer Group Inc. | 0.02% | Add +33952.4% | 642,909 | $16.8M |
| Wellington Management Group LLP | 0.00% | Reduce -77.3% | 625,424 | $16.3M |
| GMO | 0.04% | Reduce -16.9% | 595,401 | $15.5M |
| Glenmede Trust Co. NA | 0.07% | Reduce -1.5% | 588,284 | $15.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +6.1% | 568,301 | $14.8M |
| Creative Planning | 0.01% | Add +36.7% | 551,499 | $14.4M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | Add +247.9% | 536,124 | $14.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.2% | 524,963 | $13.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +2.6% | 517,794 | $13.5M |
| Goehring & Rozencwajg Associates, LLC | 0.77% | Add +5.3% | 513,406 | $13.4M |
| Legal & General Group Plc | 0.00% | Add +5.3% | 501,543 | $13.1M |
| Whitebox Advisors LLC | 0.68% | Reduce -17.6% | 496,601 | $13.0M |
| Jane Street Group, LLC | 0.01% | Add +5225.6% | 492,195 | $12.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -8.9% | 489,260 | $12.8M |
| Marshall Wace, LLP | 0.01% | Add +201.8% | 485,069 | $12.7M |
| Pekin Hardy Strauss, Inc. | 1.12% | Add +3.3% | 485,033 | $12.7M |
| Swiss National Bank | 0.01% | Add +13.4% | 481,133 | $12.6M |
| Citadel Advisors | 0.01% | Add +1550.0% | 435,571 | $11.4M |
| Palisade Capital Management, LP | 0.53% | Reduce -56.6% | 422,097 | $11.0M |
| Leeward Investments, LLC - MA | 0.49% | Reduce -2.4% | 416,483 | $10.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.2% | 414,738 | $10.8M |
| Panagora Asset Management Inc. | 0.03% | Reduce -35.3% | 404,968 | $10.6M |
| California Public Employees Retirement System | 0.01% | Reduce -16.8% | 395,842 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +56.2% | 393,796 | $10.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +23.3% | 370,000 | $9.7M |
| Royce & Associates LP | 0.07% | Reduce -4.0% | 347,944 | $9.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -29.4% | 287,281 | $9.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +76.9% | 325,443 | $8.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.0% | 322,876 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.0% | 303,983 | $7.9M |
| Prudential Financial Inc. | 0.01% | Reduce -8.4% | 290,513 | $7.6M |
| Raymond James Financial Inc. | 0.00% | Add +55.3% | 290,029 | $7.6M |
| California State Teachers Retirement System | 0.01% | Add +11.1% | 278,055 | $7.3M |
| Deutsche Bank AG | 0.00% | Add +16.5% | 276,095 | $7.2M |
| Jump Financial, LLC | 0.07% | Add +3179.9% | 265,046 | $6.9M |
| Bridgewater Associates | 0.03% | New | 265,019 | $6.9M |
| CSM Advisors, LLC | 0.14% | Reduce -3.4% | 250,767 | $6.5M |
| Trexquant Investment LP | 0.04% | New | 243,748 | $6.4M |
| Truffle Hound Capital, LLC | 3.95% | No change | 240,000 | $6.3M |
| Alyeska Investment Group, L.P. | 0.02% | Reduce -57.7% | 230,718 | $6.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.0% | 229,615 | $6.0M |
| Sei Investments Co. | 0.01% | Reduce -40.1% | 226,282 | $5.9M |
| Plustick Management LLC | 2.49% | Add +7.1% | 225,000 | $5.9M |
| Readystate Asset Management LP | 0.38% | Add +293.3% | 222,880 | $5.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +23.4% | 207,187 | $5.4M |
| Horizon Investments, LLC | 0.06% | Add +35.8% | 204,478 | $5.3M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -9.1% | 202,806 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Add +98.0% | 201,257 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.5% | 194,372 | $5.1M |
| Turtle Creek Wealth Advisors, LLC | 0.26% | New | 190,959 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.4% | 189,291 | $4.9M |
| SIR Capital Management, L.P. | 0.55% | New | 182,900 | $4.8M |
| Quantbot Technologies LP | 0.18% | Add +209.8% | 178,800 | $4.7M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.