SM Energy Co (SM) — Institutional Holders, Q2 2026

500 institutional investment managers reported a SM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SM stock profile

SM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

205

Trimmed

152

Sold out

Biggest buyers

FULLER & THALER ASSET MANAGEMENTNew · +2,280,261 sh+$59.5M
ARISTEIA CAPITAL, L.L.C.Added · +2,158,803 sh+$56.3M
Qube Research & Technologies LtdAdded · +1,435,399 sh+$37.5M
Invesco Ltd.Added · +1,294,797 sh+$33.8M
MACKENZIE FINANCIALAdded · +997,403 sh+$26.0M

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLPTrimmed · -2,124,526 sh-$55.5M
DIMENSIONAL FUND ADVISORSTrimmed · -1,820,850 sh-$47.5M
UBS Group AGTrimmed · -1,235,321 sh-$32.2M
Squarepoint OpsTrimmed · -835,279 sh-$21.8M
STATE STREETTrimmed · -790,102 sh-$20.6M

SM 13F holders ranked 1–100 of 500

Institutional investors reporting a position in SM Energy Co on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 39,280,818 sh	39,280,818	$1.0B	0.02%	+2.2%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 15,425,423 sh	15,425,423	$402.6M	0.02%	+1.3%
3	CANADA PENSION PLAN INVESTMENT BOARD#3 · 14,493,791 sh	14,493,791	$378.3M	0.21%	0.0%
4	ARISTEIA CAPITAL, L.L.C.#4 · 13,000,649 sh	13,000,649	$339.3M	4.41%	+19.9%
5	STATE STREET#5 · 11,705,860 sh	11,705,860	$305.5M	<0.01%	-6.3%
6	VANGUARD CAPITAL MANAGEMENT#6 · 10,657,355 sh	10,657,355	$278.2M	<0.01%	+1.1%
7	AMERICAN CENTURY COMPANIES#7 · 8,935,683 sh	8,935,683	$233.2M	0.10%	+0.1%
8	DIMENSIONAL FUND ADVISORS#8 · 8,174,503 sh	8,174,503	$213.4M	0.04%	-18.2%
9	DONALD SMITH#9 · 7,647,594 sh	7,647,594	$199.6M	3.53%	+6.1%
10	GEODE CAPITAL MANAGEMENT#10 · 6,269,841 sh	6,269,841	$163.7M	<0.01%	+10.0%
11	MILLENNIUM MANAGEMENT#11 · 4,493,473 sh	4,493,473	$117.3M	0.04%	-10.7%
12	FMR#12 · 3,798,218 sh	3,798,218	$99.1M	<0.01%	-5.5%
13	MACKENZIE FINANCIAL#13 · 3,674,134 sh	3,674,134	$95.9M	0.09%	+37.3%
14	JPMORGAN CHASE#14 · 3,534,729 sh	3,534,729	$92.7M	<0.01%	-12.7%
15	MORGAN STANLEY#15 · 2,943,691 sh	2,943,691	$76.8M	<0.01%	-16.2%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 2,893,103 sh	2,893,103	$75.5M	0.01%	-0.2%
17	NORTHERN#17 · 2,786,773 sh	2,786,773	$72.7M	<0.01%	+5.0%
18	NOMURA ASSET MANAGEMENT INTERNATIONAL#18 · 2,716,076 sh	2,716,076	$70.9M	0.11%	-7.7%
19	Invesco Ltd.#19 · 2,431,521 sh	2,431,521	$63.5M	<0.01%	+113.9%
20	Nuveen#20 · 2,320,316 sh	2,320,316	$60.6M	0.01%	-1.7%
21	FULLER & THALER ASSET MANAGEMENT#21 · 2,280,261 sh	2,280,261	$59.5M	0.16%	New
22	Webs Creek Capital Management#22 · 2,040,529 sh	2,040,529	$53.3M	10.09%	+58.8%
23	GOLDMAN SACHS GROUP#23 · 1,917,196 sh	1,917,196	$50.0M	<0.01%	-20.4%
24	Qube Research & Technologies Ltd#24 · 1,691,744 sh	1,691,744	$44.2M	0.04%	+559.9%
25	Bank of New York Mellon#25 · 1,657,438 sh	1,657,438	$43.3M	<0.01%	+16.9%
26	VANGUARD FIDUCIARY#26 · 1,533,618 sh	1,533,618	$40.0M	<0.01%	+3.3%
27	FEARNLEY ASSET MANAGEMENT AS#27 · 1,496,537 sh	1,496,537	$39.1M	14.04%	+7.7%
28	Encompass Capital Advisors#28 · 1,448,061 sh	1,448,061	$37.8M	1.34%	+107.5%
29	BANK OF AMERICA#29 · 1,310,244 sh	1,310,244	$34.2M	<0.01%	+3.9%
30	Gotham Asset Management#30 · 1,186,853 sh	1,186,853	$31.0M	0.07%	-3.4%
31	PRINCIPAL FINANCIAL GROUP#31 · 1,101,837 sh	1,101,837	$28.8M	0.01%	+0.1%
32	VICTORY CAPITAL MANAGEMENT#32 · 1,095,487 sh	1,095,487	$28.6M	0.02%	-2.7%
33	TUDOR INVESTMENT ET AL#33 · 1,085,503 sh	1,085,503	$28.3M	0.04%	+124.3%
34	AQR CAPITAL MANAGEMENT#34 · 1,000,121 sh	1,000,121	$26.1M	<0.01%	-7.3%
35	Fisher Asset Management#35 · 986,852 sh	986,852	$25.8M	<0.01%	+0.6%
36	Boston Partners#36 · 937,303 sh	937,303	$25.0M	0.02%	+1767.9%
37	FIRST ADVISORS#37 · 918,135 sh	918,135	$24.0M	0.01%	-28.9%
38	AMERIPRISE FINANCIAL#38 · 900,635 sh	900,635	$23.5M	<0.01%	+16.6%
39	UBS Group AG#39 · 844,527 sh	844,527	$22.0M	<0.01%	-59.4%
40	BALYASNY ASSET MANAGEMENT L.P.#40 · 839,539 sh	839,539	$21.9M	0.03%	+2021.4%
41	PUBLIC SECTOR PENSION INVESTMENT BOARD#41 · 782,474 sh	782,474	$20.4M	0.05%	-3.4%
42	AEGIS FINANCIAL#42 · 778,851 sh	778,851	$20.3M	3.21%	+41.2%
43	KENNEDY CAPITAL MANAGEMENT#43 · 681,877 sh	681,877	$17.8M	0.32%	-2.8%
44	CAPITAL FUND MANAGEMENT S.A.#44 · 666,413 sh	666,413	$17.4M	0.08%	+56.2%
45	LAZARD ASSET MANAGEMENT#45 · 662,766 sh	662,766	$17.3M	0.03%	+972.5%
46	RHUMBLINE ADVISERS#46 · 655,372 sh	655,372	$17.1M	0.01%	-10.9%
47	Sagefield Capital#47 · 652,363 sh	652,363	$17.0M	1.26%	+32.8%
48	BESSEMER GROUP#48 · 642,909 sh	642,909	$16.8M	0.02%	New
49	WELLINGTON MANAGEMENT GROUP LLP#49 · 625,424 sh	625,424	$16.3M	<0.01%	-77.3%
50	Grantham, Mayo, Van Otterloo#50 · 595,401 sh	595,401	$15.5M	0.04%	-16.9%
51	GLENMEDE NA#51 · 588,284 sh	588,284	$15.4M	0.07%	-1.5%
52	Universal- Beteiligungs- und Servicegesellschaft mbH#52 · 568,301 sh	568,301	$14.8M	0.02%	+6.1%
53	Creative Planning#53 · 551,499 sh	551,499	$14.4M	<0.01%	+36.7%
54	Susquehanna Portfolio Strategies#54 · 536,124 sh	536,124	$14.0M	0.22%	+247.9%
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP#55 · 524,963 sh	524,963	$13.7M	<0.01%	-16.2%
56	HOTCHKIS & WILEY CAPITAL MANAGEMENT#56 · 517,794 sh	517,794	$13.5M	0.04%	+2.6%
57	Goehring & Rozencwajg Associates#57 · 513,406 sh	513,406	$13.4M	0.77%	+5.3%
58	Legal & General Group Plc#58 · 501,543 sh	501,543	$13.1M	<0.01%	+5.3%
59	WHITEBOX ADVISORS#59 · 496,601 sh	496,601	$13.0M	0.17%	-17.5%
60	JANE STREET GROUP#60 · 492,195 sh	492,195	$12.8M	<0.01%	+5225.6%
61	NEW YORK STATE COMMON RETIREMENT FUND#61 · 489,260 sh	489,260	$12.8M	0.02%	-8.9%
62	MARSHALL WACE, LLP#62 · 485,069 sh	485,069	$12.7M	0.01%	+201.8%
63	Pekin Hardy Strauss#63 · 485,033 sh	485,033	$12.7M	1.12%	+3.2%
64	Swiss National Bank#64 · 481,133 sh	481,133	$12.6M	<0.01%	+13.4%
65	CITADEL ADVISORS#65 · 435,571 sh	435,571	$11.4M	<0.01%	+1550.0%
66	PALISADE CAPITAL MANAGEMENT#66 · 422,097 sh	422,097	$11.0M	0.48%	-56.6%
67	Leeward Investments, - MA#67 · 416,483 sh	416,483	$10.9M	—	-2.4%
68	Russell Investments Group, Ltd.#68 · 414,738 sh	414,738	$10.8M	<0.01%	+8.2%
69	PANAGORA ASSET MANAGEMENT#69 · 404,968 sh	404,968	$10.6M	0.03%	-35.3%
70	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#70 · 395,842 sh	395,842	$10.3M	<0.01%	-16.8%
71	WELLS FARGO & COMPANY#71 · 393,796 sh	393,796	$10.3M	<0.01%	+56.2%
72	ADAGE CAPITAL PARTNERS GP, L.L.C.#72 · 370,000 sh	370,000	$9.7M	0.01%	+23.3%
73	ROYCE & ASSOCIATES#73 · 347,944 sh	347,944	$9.1M	0.07%	-4.0%
74	ALLIANCEBERNSTEIN L.P.#74 · 287,281 sh	287,281	$9.0M	<0.01%	-29.4%
75	MIRAE ASSET GLOBAL ETFS Ltd.#75 · 325,443 sh	325,443	$8.5M	0.01%	+76.9%
76	PRICE T ROWE ASSOCIATES#76 · 322,876 sh	322,876	$8.4M	<0.01%	+15.0%
77	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#77 · 303,983 sh	303,983	$7.9M	<0.01%	-3.0%
78	PRUDENTIAL FINANCIAL#78 · 290,513 sh	290,513	$7.6M	<0.01%	-8.4%
79	RAYMOND JAMES FINANCIAL#79 · 290,029 sh	290,029	$7.6M	<0.01%	+55.3%
80	DEUTSCHE BANK AG\#80 · 276,095 sh	276,095	$7.2M	<0.01%	+16.5%
81	Jump Financial#81 · 265,046 sh	265,046	$6.9M	0.06%	+3179.9%
82	Bridgewater Associates#82 · 265,019 sh	265,019	$6.9M	0.03%	New
83	CSM Advisors#83 · 250,767 sh	250,767	$6.5M	0.14%	-3.4%
84	Trexquant Investment#84 · 243,748 sh	243,748	$6.4M	0.04%	New
85	Truffle Hound Capital#85 · 240,000 sh	240,000	$6.3M	1.34%	0.0%
86	Alyeska Investment Group, L.P.#86 · 230,718 sh	230,718	$6.0M	0.02%	-57.7%
87	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#87 · 229,615 sh	229,615	$6.0M	—	-1.0%
88	SEI INVESTMENTS#88 · 226,282 sh	226,282	$5.9M	<0.01%	-40.1%
89	PLUSTICK MANAGEMENT#89 · 225,000 sh	225,000	$5.9M	2.18%	+7.1%
90	READYSTATE ASSET MANAGEMENT#90 · 222,880 sh	222,880	$5.8M	<0.01%	+293.3%
91	VANGUARD ASSET MANAGEMENT, Ltd#91 · 207,187 sh	207,187	$5.4M	<0.01%	+23.4%
92	Horizon Investments#92 · 204,478 sh	204,478	$5.3M	0.06%	+35.8%
93	SEGALL BRYANT & HAMILL#93 · 202,806 sh	202,806	$5.3M	0.06%	-10.6%
94	Quantinno Capital Management#94 · 201,257 sh	201,257	$5.3M	<0.01%	+98.0%
95	THRIVENT FINANCIAL FOR LUTHERANS#95 · 194,372 sh	194,372	$5.1M	<0.01%	+1.5%
96	Turtle Creek Wealth Advisors#96 · 190,959 sh	190,959	$5.0M	—	New
97	GREAT WEST LIFE ASSURANCE#97 · 189,291 sh	189,291	$4.9M	<0.01%	+1.5%
98	SIR Capital Management, L.P.#98 · 182,900 sh	182,900	$4.8M	0.55%	New
99	Quantbot Technologies#99 · 178,800 sh	178,800	$4.7M	0.18%	+209.8%
100	Corient Private Wealth#100 · 175,161 sh	175,161	$4.6M	<0.01%	+64.7%

Funds that sold out of SM in Q2 2026 (80)

Held SM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Lighthouse Investment Partners731,625 sh	731,625	$22.8M
Zimmer Partners532,500 sh	532,500	$16.6M
CLG466,175 sh	466,175	$14.5M
Baird Financial Group383,177 sh	383,177	$11.9M
ExodusPoint Capital Management256,050 sh	256,050	$8.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP247,820 sh	247,820	$7.7M
CAXTON ASSOCIATES LLP208,662 sh	208,662	$6.5M
DENALI ADVISORS202,800 sh	202,800	$6.3M
Qsemble Capital Management197,698 sh	197,698	$6.2M
Holocene Advisors191,323 sh	191,323	$6.0M
Tieton Capital Management189,263 sh	189,263	$5.9M
CastleKnight Management168,533 sh	168,533	$5.3M
Edgestream Partners, L.P.112,950 sh	112,950	$3.5M
HITE Hedge Asset Management100,000 sh	100,000	$3.1M
Entropy Technologies95,162 sh	95,162	$3.0M
EVOKE WEALTH93,870 sh	93,870	$2.9M
Assenagon Asset Management S.A.77,631 sh	77,631	$2.4M
Empyrean Capital Partners74,000 sh	74,000	$2.3M
OXFORD ASSET MANAGEMENT LLP62,836 sh	62,836	$2.0M
HSBC PLC59,225 sh	59,225	$1.9M
Elo Mutual Pension Insurance59,386 sh	59,386	$1.9M
Freestone Capital50,725 sh	50,725	$1.6M
SEVEN GRAND MANAGERS50,000 sh	50,000	$1.6M
Aster Capital Management (DIFC) Ltd45,736 sh	45,736	$1.4M
Weiss Asset Management39,200 sh	39,200	$1.2M
J.W. COLE ADVISORS28,116 sh	28,116	$876.7K
HIGHBRIDGE CAPITAL MANAGEMENT24,000 sh	24,000	$771.1K
IEQ CAPITAL23,696 sh	23,696	$738.9K
Compound Planning19,746 sh	19,746	$615.7K
WINTON GROUP Ltd19,000 sh	19,000	$592.4K
AXQ CAPITAL18,715 sh	18,715	$583.5K
MANGROVE PARTNERS IM18,335 sh	18,335	$571.7K
GTS SECURITIES16,243 sh	16,243	$506.5K
Pale Fire Capital SE14,700 sh	14,700	$458.3K
Cambria Investment Management, L.P.14,306 sh	14,306	$446.1K
Bridgefront Capital13,782 sh	13,782	$429.7K
Inspire Advisors12,997 sh	12,997	$405.3K
Dynamic Technology Lab Private Ltd12,227 sh	12,227	$381.2K
OneDigital Investment Advisors11,465 sh	11,465	$357.5K
Kendall Capital Management10,786 sh	10,786	$336.3K
CWA Asset Management Group10,244 sh	10,244	$319.4K
JMN Financial9,256 sh	9,256	$288.6K
LMR Partners LLP9,172 sh	9,172	$286.0K
Private Advisor Group9,079 sh	9,079	$283.1K
Cullen Capital Management8,206 sh	8,206	$255.9K
denkapparat Operations GmbH8,052 sh	8,052	$251.1K
Verition Fund Management8,009 sh	8,009	$249.7K
SHELTON CAPITAL MANAGEMENT7,843 sh	7,843	$244.5K
TWO SIGMA SECURITIES7,819 sh	7,819	$243.8K
FOSTER & MOTLEY7,777 sh	7,777	$242.0K
Crossmark Global7,550 sh	7,550	$235.4K
SYON CAPITAL7,173 sh	7,173	$223.7K
Interval Partners7,054 sh	7,054	$219.9K
PARK AVENUE SECURITIES7,039 sh	7,039	$219.0K
VAN DEN BERG MANAGEMENT I7,003 sh	7,003	$218.4K
Belpointe Asset Management6,987 sh	6,987	$217.9K
Fortis Capital Advisors6,987 sh	6,987	$217.9K
QUADRANT CAPITAL GROUP10,786 sh	10,786	$217.1K
STOCK YARDS BANK6,799 sh	6,799	$212.0K
JAMES INVESTMENT RESEARCH6,700 sh	6,700	$208.9K
Intrua Financial6,669 sh	6,669	$207.9K
CHICAGO NA6,627 sh	6,627	$206.6K
MCCARTER PRIVATE WEALTH SERVICES6,466 sh	6,466	$201.6K
Greenwich Wealth Management6,437 sh	6,437	$201.0K
FEDERATED HERMES4,661 sh	4,661	$145.3K
Root Financial Partners1,304 sh	1,304	$40.6K
Center for Financial Planning1,000 sh	1,000	$31.2K
Global Wealth Strategies & Associates810 sh	810	$25.2K
Wealth Preservation Advisors586 sh	586	$18.3K
MCF Advisors408 sh	408	$12.7K
TWIN PEAKS WEALTH ADVISORS404 sh	404	$12.6K
Addison Advisors377 sh	377	$11.8K
BARROW HANLEY MEWHINNEY & STRAUSS363 sh	363	$11.3K
BOKF, NA197 sh	197	$6.1K
IFM Investors Pty Ltd90 sh	90	$2.8K
Innovative Asset Advisors Group87 sh	87	$2.7K
Sound Income Strategies53 sh	53	$1.6K
CENTRAL12 sh	12	$375.00
CURIO WEALTH2 sh	2	$62.00
Worth Venture Partners7,150 sh	7,150	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.