SM Energy Co (SM) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SM 13F holders ranked 101–200 of 500
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | CITIGROUP#101 · 169,030 sh | 169,030 | $4.4M | <0.01% | +22.6% |
| 102 | Steward Partners Investment Advisory#102 · 165,890 sh | 165,890 | $4.3M | 0.02% | -63.7% |
| 103 | MOODY ALDRICH PARTNERS#103 · 159,611 sh | 159,611 | $4.2M | — | -9.6% |
| 104 | CoreCommodity Management#104 · 152,802 sh | 152,802 | $4.0M | 0.79% | -27.5% |
| 105 | Vanguard Global Advisers#105 · 146,112 sh | 146,112 | $3.8M | <0.01% | +9.2% |
| 106 | State of Alaska, Department of Revenue#106 · 145,237 sh | 145,237 | $3.8M | — | -23.4% |
| 107 | MetLife Investment Management#107 · 141,968 sh | 141,968 | $3.7M | 0.02% | +4.0% |
| 108 | XTX Topco Ltd#108 · 138,993 sh | 138,993 | $3.6M | 0.05% | +1410.8% |
| 109 | Aventail Capital Group#109 · 138,132 sh | 138,132 | $3.6M | 0.21% | +319.2% |
| 110 | MASSACHUSETTS FINANCIAL SERVICES#110 · 136,751 sh | 136,751 | $3.6M | <0.01% | -0.3% |
| 111 | FRANKLIN RESOURCES#111 · 134,554 sh | 134,554 | $3.5M | <0.01% | -19.0% |
| 112 | State of Tennessee, Treasury Department#112 · 133,710 sh | 133,710 | $3.5M | 0.01% | +9.2% |
| 113 | ALGERT GLOBAL#113 · 133,342 sh | 133,342 | $3.5M | 0.04% | -36.1% |
| 114 | Vontobel Holding Ltd.#114 · 127,000 sh | 127,000 | $3.3M | — | +2.0% |
| 115 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#115 · 124,575 sh | 124,575 | $3.3M | <0.01% | +27.1% |
| 116 | Kingsview Wealth Management#116 · 124,537 sh | 124,537 | $3.3M | 0.04% | +1365.8% |
| 117 | Rafferty Asset Management#117 · 120,168 sh | 120,168 | $3.1M | <0.01% | -55.9% |
| 118 | Tricadia Capital Management#118 · 120,000 sh | 120,000 | $3.1M | 1.94% | -50.0% |
| 119 | NISA INVESTMENT ADVISORS#119 · 118,631 sh | 118,631 | $3.1M | — | +0.5% |
| 120 | Y-Intercept (Hong Kong) Ltd#120 · 116,096 sh | 116,096 | $3.0M | — | +469.5% |
| 121 | MERCER GLOBAL ADVISORS#121 · 115,759 sh | 115,759 | $3.0M | <0.01% | +2.0% |
| 122 | PEREGRINE CAPITAL MANAGEMENT#122 · 115,501 sh | 115,501 | $3.0M | 0.10% | -18.5% |
| 123 | ENVESTNET ASSET MANAGEMENT#123 · 114,556 sh | 114,556 | $3.0M | <0.01% | -75.4% |
| 124 | VIRGINIA RETIREMENT SYSTEMS ET Al#124 · 113,600 sh | 113,600 | $3.0M | — | +183.3% |
| 125 | CONGRESS ASSET MANAGEMENT#125 · 113,445 sh | 113,445 | $3.0M | — | +1.0% |
| 126 | FIFTH THIRD BANCORP#126 · 112,618 sh | 112,618 | $2.9M | <0.01% | +44.7% |
| 127 | Illinois Municipal Retirement Fund#127 · 111,718 sh | 111,718 | $2.9M | 0.03% | +7.5% |
| 128 | VOYA INVESTMENT MANAGEMENT#128 · 109,970 sh | 109,970 | $2.9M | <0.01% | +4.0% |
| 129 | NFJ INVESTMENT GROUP#129 · 107,494 sh | 107,494 | $2.8M | 0.09% | +10.9% |
| 130 | Jupiter Topco#130 · 107,345 sh | 107,345 | $2.8M | <0.01% | — |
| 131 | BARCLAYS PLC#131 · 106,484 sh | 106,484 | $2.8M | <0.01% | -74.6% |
| 132 | HRT FINANCIAL#132 · 105,718 sh | 105,718 | $2.8M | <0.01% | New |
| 133 | HUSSMAN STRATEGIC ADVISORS#133 · 105,000 sh | 105,000 | $2.7M | 0.63% | New |
| 134 | ROYAL BANK OF CANADA#134 · 103,465 sh | 103,465 | $2.7M | <0.01% | +9.9% |
| 135 | Dockside#135 · 103,036 sh | 103,036 | $2.7M | 0.63% | New |
| 136 | Cetera Investment Advisers#136 · 102,903 sh | 102,903 | $2.7M | <0.01% | -4.7% |
| 137 | KORNITZER CAPITAL MANAGEMENT#137 · 101,642 sh | 101,642 | $2.7M | 0.06% | +10.5% |
| 138 | Mariner#138 · 101,234 sh | 101,234 | $2.6M | <0.01% | +54.8% |
| 139 | Louisiana State Employees Retirement System#139 · 99,800 sh | 99,800 | $2.6M | — | -0.5% |
| 140 | WEDGE CAPITAL MANAGEMENT L L P#140 · 98,899 sh | 98,899 | $2.6M | — | -4.5% |
| 141 | Dana Investment Advisors#141 · 97,178 sh | 97,178 | $2.5M | 0.07% | +9.0% |
| 142 | LPL Financial#142 · 96,510 sh | 96,510 | $2.5M | <0.01% | -40.4% |
| 143 | Schonfeld Strategic Advisors#143 · 95,925 sh | 95,925 | $2.5M | <0.01% | +586.6% |
| 144 | Expect Equity#144 · 95,806 sh | 95,806 | $2.5M | 1.61% | 0.0% |
| 145 | Zurcher Kantonalbank (Zurich Cantonalbank)#145 · 94,047 sh | 94,047 | $2.5M | <0.01% | +7.2% |
| 146 | Atom Investors#146 · 91,811 sh | 91,811 | $2.4M | 0.21% | -51.5% |
| 147 | IMC-Chicago#147 · 88,575 sh | 88,575 | $2.3M | <0.01% | -16.4% |
| 148 | COZAD ASSET MANAGEMENT#148 · 88,367 sh | 88,367 | $2.3M | 0.15% | +4.6% |
| 149 | TWO SIGMA INVESTMENTS#149 · 87,490 sh | 87,490 | $2.3M | <0.01% | New |
| 150 | GSA CAPITAL PARTNERS LLP#150 · 85,953 sh | 85,953 | $2.2M | 0.14% | New |
| 151 | MIRAE ASSET SECURITIES (USA)#151 · 85,576 sh | 85,576 | $2.2M | — | New |
| 152 | Brevan Howard Capital Management#152 · 85,510 sh | 85,510 | $2.2M | 0.02% | New |
| 153 | Mitsubishi UFJ & Banking#153 · 85,228 sh | 85,228 | $2.2M | <0.01% | -65.1% |
| 154 | South Dakota Investment Council#154 · 84,353 sh | 84,353 | $2.2M | 0.04% | -23.1% |
| 155 | DARK FOREST CAPITAL MANAGEMENT#155 · 83,078 sh | 83,078 | $2.2M | 0.14% | +48.4% |
| 156 | Cerity Partners#156 · 82,948 sh | 82,948 | $2.2M | <0.01% | -23.3% |
| 157 | Redwood Investment Management#157 · 82,815 sh | 82,815 | $2.2M | 0.21% | New |
| 158 | J. Safra Sarasin Holding AG#158 · 81,901 sh | 81,901 | $2.1M | — | New |
| 159 | IRONWOOD INVESTMENT MANAGEMENT#159 · 81,890 sh | 81,890 | $2.1M | 0.74% | -14.2% |
| 160 | State of New Jersey Common Pension Fund D#160 · 80,314 sh | 80,314 | $2.1M | <0.01% | -16.1% |
| 161 | Caption Management#161 · 80,000 sh | 80,000 | $2.1M | <0.01% | New |
| 162 | NATIXIS ADVISORS#162 · 79,695 sh | 79,695 | $2.1M | <0.01% | +31.8% |
| 163 | Collar Capital Management#163 · 79,651 sh | 79,651 | $2.1M | — | -2.8% |
| 164 | Quadrature Capital Ltd#164 · 75,532 sh | 75,532 | $2.0M | 0.02% | -33.2% |
| 165 | Empowered Funds#165 · 74,383 sh | 74,383 | $1.9M | 0.01% | -58.9% |
| 166 | Tanglewood Legacy Advisors#166 · 74,323 sh | 74,323 | $1.9M | 0.63% | 0.0% |
| 167 | Squarepoint Ops#167 · 74,320 sh | 74,320 | $1.9M | <0.01% | -91.8% |
| 168 | SG Americas Securities#168 · 73,513 sh | 73,513 | $1.9M | <0.01% | New |
| 169 | MAI Capital Management#169 · 73,490 sh | 73,490 | $1.9M | <0.01% | +4207.7% |
| 170 | Vanguard Personalized Indexing Management#170 · 73,020 sh | 73,020 | $1.9M | 0.02% | +3.4% |
| 171 | Police & Firemen's Retirement System of New Jersey#171 · 71,963 sh | 71,963 | $1.9M | 0.01% | +6.8% |
| 172 | Focus Partners Wealth#172 · 70,698 sh | 70,698 | $1.8M | <0.01% | -67.1% |
| 173 | OSAIC#173 · 69,630 sh | 69,630 | $1.8M | <0.01% | +174.0% |
| 174 | Oliver Luxxe Assets#174 · 68,050 sh | 68,050 | $1.8M | — | -30.7% |
| 175 | YOUSIF CAPITAL MANAGEMENT#175 · 66,375 sh | 66,375 | $1.7M | — | -2.6% |
| 176 | Arizona State Retirement System#176 · 66,152 sh | 66,152 | $1.7M | <0.01% | +12.3% |
| 177 | CSS#177 · 65,175 sh | 65,175 | $1.7M | 0.07% | -15.4% |
| 178 | BNP PARIBAS FINANCIAL MARKETS#178 · 63,328 sh | 63,328 | $1.7M | <0.01% | +15.0% |
| 179 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#179 · 62,916 sh | 62,916 | $1.6M | 0.11% | +4.0% |
| 180 | Walleye Trading#180 · 62,267 sh | 62,267 | $1.6M | <0.01% | +60.7% |
| 181 | AMALGAMATED BANK#181 · 61,622 sh | 61,622 | $1.6M | — | -6.1% |
| 182 | Vanguard Investments Australia, Ltd.#182 · 61,023 sh | 61,023 | $1.6M | <0.01% | +11.9% |
| 183 | MARTINGALE ASSET MANAGEMENT L P#183 · 58,300 sh | 58,300 | $1.5M | 0.04% | -16.5% |
| 184 | New Age Alpha Advisors#184 · 57,879 sh | 57,879 | $1.5M | 0.06% | +243.5% |
| 185 | SummitTX Capital, L.P.#185 · 57,738 sh | 57,738 | $1.5M | 0.04% | -27.4% |
| 186 | Sequoia Financial Advisors#186 · 57,623 sh | 57,623 | $1.5M | <0.01% | +135.8% |
| 187 | Engineers Gate Manager#187 · 57,033 sh | 57,033 | $1.5M | 0.02% | New |
| 188 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#188 · 56,076 sh | 56,076 | $1.5M | 0.01% | 0.0% |
| 189 | Advisors Asset Management#189 · 55,737 sh | 55,737 | $1.5M | 0.02% | -19.8% |
| 190 | Pathstone#190 · 54,465 sh | 54,465 | $1.4M | <0.01% | +3.7% |
| 191 | KLP KAPITALFORVALTNING AS#191 · 54,307 sh | 54,307 | $1.4M | <0.01% | -14.0% |
| 192 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#192 · 54,010 sh | 54,010 | $1.4M | <0.01% | -3.5% |
| 193 | PINEBRIDGE INVESTMENTS#193 · 53,763 sh | 53,763 | $1.4M | 0.01% | 0.0% |
| 194 | DRW Securities#194 · 52,903 sh | 52,903 | $1.4M | 0.03% | +72.3% |
| 195 | GUGGENHEIM CAPITAL#195 · 52,111 sh | 52,111 | $1.4M | <0.01% | -2.5% |
| 196 | GF FUND MANAGEMENT LTD.#196 · 51,825 sh | 51,825 | $1.4M | — | +36.2% |
| 197 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#197 · 51,595 sh | 51,595 | $1.3M | 0.01% | -0.4% |
| 198 | Fulcrum Asset Management LLP#198 · 51,348 sh | 51,348 | $1.3M | 0.13% | New |
| 199 | INTECH INVESTMENT MANAGEMENT#199 · 49,945 sh | 49,945 | $1.3M | 0.01% | -1.2% |
| 200 | US BANCORP \DE\#200 · 48,563 sh | 48,563 | $1.3M | <0.01% | -0.5% |
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.