SM EnergySM
13F holders, Q1 2026 (March 31)514holders +169
217new positions
50sold out
7famous investors
$31.18avg. 13F price*
At the end of Q1 2026, 514 institutions reported holding SM Energy Co. (SM) in their 13F filings, up 169 from Q4 2025. 217 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Portfolio Management LLC ($475.0M) and Canada Pension Plan Investment Board ($451.9M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 217 | $694.0M |
| Exits | 50 | $128.9M |
All 13F filers, Q4 2025 → Q1 2026: 116,666,029 shares bought and 16,019,146 shares sold, net +100,646,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| BlackRock, Inc. | 0.02% | Add +83.6% | 38,431,787 | $1.2B |
| Vanguard Portfolio Management LLC | 0.02% | — | 15,234,489 | $475.0M |
| Canada Pension Plan Investment Board | 0.29% | Add +2296.1% | 14,493,791 | $451.9M |
| State Street Corp. | 0.01% | Add +99.7% | 12,495,962 | $389.6M |
| Aristeia Capital, L.L.C. | 13.14% | Add +2955.9% | 10,841,846 | $338.0M |
| Vanguard Capital Management LLC | 0.01% | — | 10,537,773 | $328.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +79.5% | 9,995,353 | $311.7M |
| American Century Companies Inc. | 0.14% | Add +88.4% | 8,923,624 | $278.2M |
| Donald Smith & Co., Inc. | 4.04% | New | 7,208,899 | $224.8M |
| Geode Capital Management, LLC | 0.01% | Add +109.4% | 5,698,553 | $177.7M |
| Millennium Management | 0.12% | Add +77.5% | 5,032,906 | $156.9M |
| JPMorgan Chase & Co. | 0.01% | Add +32.2% | 4,051,222 | $130.2M |
| FMR LLC | 0.01% | Add +3136.3% | 4,018,416 | $125.3M |
| Morgan Stanley | 0.01% | Add +105.7% | 3,511,681 | $109.5M |
| Nomura Asset Management International Inc. | 0.16% | Add +1.5% | 2,942,244 | $91.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +111.0% | 2,899,774 | $90.4M |
| Wellington Management Group LLP | 0.02% | Add +1779.5% | 2,749,950 | $85.7M |
| Mackenzie Financial Corp. | 0.10% | New | 2,676,731 | $83.5M |
| Northern Trust Corp. | 0.01% | Add +116.1% | 2,654,611 | $82.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +170.4% | 2,408,516 | $75.1M |
| Nuveen, LLC | 0.02% | Add +183.3% | 2,360,486 | $73.6M |
| UBS Group AG | 0.01% | Add +212.3% | 2,079,848 | $64.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,485,194 | $46.3M |
| Bank of New York Mellon Corp | 0.01% | Add +95.5% | 1,417,686 | $44.2M |
| Fearnley Asset Management As | 14.16% | Add +58.6% | 1,389,562 | $43.3M |
| First Trust Advisors LP | 0.03% | Add +72.8% | 1,290,485 | $40.2M |
| Webs Creek Capital Management LP | 6.94% | New | 1,285,300 | $40.1M |
| Bank of America Corp. | 0.00% | Reduce -11.2% | 1,261,194 | $39.3M |
| Gotham Asset Management | 0.12% | Add +11232.0% | 1,228,384 | $38.3M |
| Invesco Ltd. | 0.00% | Add +49.1% | 1,136,724 | $35.4M |
| Victory Capital Management Inc. | 0.02% | Add +37.9% | 1,126,394 | $35.1M |
| Principal Financial Group Inc. | 0.02% | Add +101.7% | 1,101,082 | $34.3M |
| AQR Capital Management | 0.02% | Add +120.6% | 1,078,990 | $33.6M |
| Fisher Asset Management | 0.01% | Add +4.0% | 981,392 | $30.6M |
| Palisade Capital Management, LP | 1.09% | Reduce -1.7% | 972,255 | $30.3M |
| Squarepoint Ops LLC | 0.06% | Add +8355.9% | 909,599 | $28.4M |
| Public Sector Pension Investment Board | 0.08% | Add +104.2% | 809,815 | $25.3M |
| Ameriprise Financial Inc. | 0.01% | Add +42.3% | 772,243 | $24.3M |
| Rhumbline Advisers | 0.02% | Add +94.7% | 735,782 | $22.9M |
| Lighthouse Investment Partners, LLC | 0.86% | Add +91.3% | 731,625 | $22.8M |
| GMO | 0.06% | New | 716,918 | $22.4M |
| Kennedy Capital Management LLC | 0.46% | Add +81.8% | 701,859 | $21.9M |
| Encompass Capital Advisors LLC | 0.89% | New | 697,800 | $21.8M |
| Susquehanna International Group, LLP | 0.03% | Add +145.8% | 626,124 | $19.5M |
| Panagora Asset Management Inc. | 0.07% | Add +25.0% | 625,612 | $19.5M |
| Whitebox Advisors LLC | 1.02% | New | 602,301 | $18.8M |
| Glenmede Trust Co. NA | 0.09% | Add +32.8% | 597,420 | $18.6M |
| Corigliano Investment Advisers, LLC | 6.82% | Add +21.0% | 560,000 | $17.5M |
| Aegis Financial Corp. | 2.96% | New | 551,769 | $17.2M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -76.0% | 545,386 | $17.0M |
| New York State Common Retirement Fund | 0.02% | Add +2.2% | 537,260 | $16.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +47.6% | 535,533 | $16.7M |
| Zimmer Partners, LP | 0.42% | New | 532,500 | $16.6M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Reduce -10.6% | 504,884 | $15.7M |
| Sagefield Capital LP | 1.10% | Reduce -54.7% | 491,296 | $15.3M |
| Goehring & Rozencwajg Associates, LLC | 0.82% | New | 487,730 | $15.2M |
| Tudor Investment Corporation | 0.08% | Reduce -14.5% | 484,049 | $15.1M |
| Legal & General Group Plc | 0.00% | Add +67.7% | 476,140 | $14.8M |
| California Public Employees Retirement System | 0.01% | Add +132.6% | 475,818 | $14.8M |
| Pekin Hardy Strauss, Inc. | 1.53% | Add +18.3% | 469,785 | $14.6M |
| CLG LLC | 3.61% | New | 466,175 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 465,495 | $14.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +227428.9% | 457,333 | $14.3M |
| Capital Fund Management S.A. | 0.12% | Add +68.6% | 426,570 | $13.3M |
| Leeward Investments, LLC - MA | 0.66% | New | 426,525 | $13.3M |
| Swiss National Bank | 0.01% | Add +87.1% | 424,233 | $13.2M |
| Barclays PLC | 0.00% | Add +44.7% | 418,552 | $13.1M |
| Creative Planning | 0.01% | Add +141.5% | 403,351 | $12.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +53.0% | 383,179 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Add +25.6% | 383,177 | $11.9M |
| Sei Investments Co. | 0.01% | Add +31.3% | 377,939 | $11.8M |
| Royce & Associates LP | 0.11% | Reduce -9.2% | 362,264 | $11.3M |
| Prudential Financial Inc. | 0.01% | Add +125.1% | 317,053 | $9.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +129.2% | 313,527 | $9.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 300,000 | $9.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +139.5% | 280,816 | $8.8M |
| Rafferty Asset Management, LLC | 0.03% | Add +63.4% | 272,187 | $8.5M |
| CSM Advisors, LLC | 0.20% | Add +17.8% | 259,682 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 256,345 | $8.0M |
| ExodusPoint Capital Management, LP | 0.08% | New | 256,050 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +18.4% | 252,113 | $7.9M |
| California State Teachers Retirement System | 0.01% | Add +127.8% | 250,381 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 247,820 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Add +218.8% | 406,663 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +112.8% | 243,879 | $7.6M |
| Truffle Hound Capital, LLC | 4.59% | New | 240,000 | $7.5M |
| Tiptree Advisors, LLC | 4.34% | New | 240,000 | $7.5M |
| Deutsche Bank AG | 0.00% | Add +118.8% | 236,929 | $7.4M |
| LSV Asset Management | 0.02% | Reduce -44.0% | 232,701 | $7.3M |
| New York State Teachers Retirement System | 0.01% | Add +55.7% | 232,011 | $7.2M |
| Segall Bryant & Hamill, LLC | 0.10% | Add +57.8% | 223,193 | $7.0M |
| Focus Partners Wealth | 0.01% | New | 214,973 | $6.7M |
| CoreCommodity Management, LLC | 1.22% | Add +79.4% | 210,852 | $6.6M |
| Plustick Management LLC | 3.16% | New | 210,000 | $6.5M |
| Algert Global LLC | 0.10% | Reduce -82.7% | 208,832 | $6.5M |
| Caxton Associates LLP | 0.15% | Add +8.7% | 208,662 | $6.5M |
| Denali Advisors LLC | 0.70% | Reduce -32.4% | 202,800 | $6.3M |
| Man Group plc | 0.01% | Add +1313.2% | 202,163 | $6.3M |
| Qsemble Capital Management, LP | 0.47% | New | 197,698 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +60.8% | 191,462 | $6.0M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.