SM Energy Co (SM) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 500
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | WEALTH ENHANCEMENT ADVISORY SERVICES#201 · 44,973 sh | 44,973 | $1.3M | — | +18.1% |
| 202 | Numerai GP#202 · 46,904 sh | 46,904 | $1.2M | 0.10% | New |
| 203 | Allspring Global Investments#203 · 47,383 sh | 47,383 | $1.2M | <0.01% | +413.5% |
| 204 | STATE OF WISCONSIN INVESTMENT BOARD#204 · 46,499 sh | 46,499 | $1.2M | <0.01% | +122.2% |
| 205 | Sendero Wealth Management#205 · 46,008 sh | 46,008 | $1.2M | — | -0.4% |
| 206 | Man Group plc#206 · 45,981 sh | 45,981 | $1.2M | <0.01% | -77.3% |
| 207 | BTG Pactual Asset Management US#207 · 45,550 sh | 45,550 | $1.2M | 0.07% | -7.9% |
| 208 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#208 · 44,953 sh | 44,953 | $1.2M | <0.01% | 0.0% |
| 209 | Caitong International Asset Management , Ltd#209 · 44,714 sh | 44,714 | $1.2M | 0.16% | +14.3% |
| 210 | Unifi Asset Management#210 · 42,890 sh | 42,890 | $1.1M | 0.45% | +8.4% |
| 211 | FIRST CITIZENS BANK#211 · 41,303 sh | 41,303 | $1.1M | — | +2.3% |
| 212 | Envestnet Portfolio Solutions#212 · 40,675 sh | 40,675 | $1.1M | <0.01% | +2.5% |
| 213 | JONES FINANCIAL COMPANIES LLLP#213 · 40,070 sh | 40,070 | $1.1M | <0.01% | +33.9% |
| 214 | S&T BANK#214 · 40,206 sh | 40,206 | $1.0M | 0.31% | -24.8% |
| 215 | GROUP ONE TRADING, L.P.#215 · 39,488 sh | 39,488 | $1.0M | <0.01% | -34.3% |
| 216 | Abel Hall#216 · 38,994 sh | 38,994 | $1.0M | — | -27.9% |
| 217 | Neuberger Berman Group#217 · 38,791 sh | 38,791 | $1.0M | <0.01% | +7.4% |
| 218 | BANK OF MONTREAL#218 · 37,598 sh | 37,598 | $981.3K | <0.01% | +1.5% |
| 219 | Vise Technologies#219 · 37,515 sh | 37,515 | $979.2K | 0.01% | New |
| 220 | SMH CAPITAL ADVISORS#220 · 37,399 sh | 37,399 | $976.1K | 3.83% | +3102.0% |
| 221 | SIERRA SUMMIT ADVISORS#221 · 36,957 sh | 36,957 | $964.6K | — | -33.2% |
| 222 | Cresset Asset Management#222 · 36,886 sh | 36,886 | $962.7K | <0.01% | -51.8% |
| 223 | Pictet Asset Management Holding SA#223 · 36,856 sh | 36,856 | $961.9K | <0.01% | +0.3% |
| 224 | Unison Advisors#224 · 36,624 sh | 36,624 | $955.9K | 0.07% | +1.4% |
| 225 | Waldron Private Wealth#225 · 36,351 sh | 36,351 | $948.8K | 0.03% | -0.2% |
| 226 | Diversified#226 · 36,298 sh | 36,298 | $947.4K | 0.02% | -28.7% |
| 227 | ProShare Advisors#227 · 34,605 sh | 34,605 | $903.2K | <0.01% | -10.3% |
| 228 | Vestcor#228 · 34,407 sh | 34,407 | $898.0K | 0.02% | 0.0% |
| 229 | SAXON INTERESTS#229 · 34,177 sh | 34,177 | $892.0K | — | 0.0% |
| 230 | Catalyst Capital Advisors#230 · 33,782 sh | 33,782 | $881.7K | 0.01% | 0.0% |
| 231 | Maryland State Retirement & Pension System#231 · 33,127 sh | 33,127 | $864.6K | 0.01% | +0.3% |
| 232 | BROOKFIELD#232 · 32,016 sh | 32,016 | $835.6K | <0.01% | 0.0% |
| 233 | Legacy Capital Group California#233 · 30,777 sh | 30,777 | $803.3K | 0.24% | -1.5% |
| 234 | COMMONS CAPITAL#234 · 30,000 sh | 30,000 | $783.0K | 0.55% | New |
| 235 | Glenorchy Capital Ltd#235 · 29,653 sh | 29,653 | $774.0K | 0.03% | +5.0% |
| 236 | M&T BANK#236 · 28,419 sh | 28,419 | $741.5K | <0.01% | +0.5% |
| 237 | State of Wyoming#237 · 27,704 sh | 27,704 | $723.1K | 0.07% | New |
| 238 | Sterling Capital Management#238 · 27,651 sh | 27,651 | $721.7K | — | +232.6% |
| 239 | Graham Capital Management, L.P.#239 · 26,787 sh | 26,787 | $699.1K | 0.01% | -52.4% |
| 240 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#240 · 26,086 sh | 26,086 | $680.8K | — | +0.7% |
| 241 | Inspire Investing#241 · 25,983 sh | 25,983 | $678.2K | — | +3.6% |
| 242 | CHOREO#242 · 25,754 sh | 25,754 | $672.2K | — | +4.8% |
| 243 | STRS OHIO#243 · 25,500 sh | 25,500 | $665.5K | <0.01% | -5.2% |
| 244 | Caprock Group#244 · 25,451 sh | 25,451 | $664.3K | 0.01% | +8.1% |
| 245 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#245 · 25,145 sh | 25,145 | $656.0K | <0.01% | 0.0% |
| 246 | FOX RUN MANAGEMENT, L.L.C.#246 · 24,799 sh | 24,799 | $647.3K | 0.11% | New |
| 247 | Swiss Life Asset Management Ltd#247 · 24,481 sh | 24,481 | $639.0K | <0.01% | +86.1% |
| 248 | Sagewood Asset Management#248 · 24,152 sh | 24,152 | $630.4K | 0.14% | 0.0% |
| 249 | XPONANCE#249 · 23,720 sh | 23,720 | $619.1K | <0.01% | +3.4% |
| 250 | Blackstone#250 · 23,599 sh | 23,599 | $615.9K | <0.01% | New |
| 251 | PICKERING ENERGY PARTNERS#251 · 23,500 sh | 23,500 | $613.4K | 1.70% | +56.7% |
| 252 | PNC FINANCIAL SERVICES GROUP#252 · 22,838 sh | 22,838 | $596.1K | <0.01% | +19.0% |
| 253 | Ameritas Investment Partners#253 · 22,144 sh | 22,144 | $578.0K | 0.02% | +8.5% |
| 254 | CIBC Asset Management#254 · 21,678 sh | 21,678 | $565.8K | <0.01% | +20.0% |
| 255 | CAPTRUST FINANCIAL ADVISORS#255 · 21,368 sh | 21,368 | $557.7K | <0.01% | -4.9% |
| 256 | Tower Research Capital (TRC)#256 · 21,347 sh | 21,347 | $557.2K | 0.01% | -25.9% |
| 257 | CIBC Bancorp USA#257 · 20,536 sh | 20,536 | $536.0K | <0.01% | +0.5% |
| 258 | Almanack Investment Partners#258 · 20,123 sh | 20,123 | $525.2K | 0.07% | New |
| 259 | Horizon Investment Services#259 · 19,595 sh | 19,595 | $511.4K | 0.14% | New |
| 260 | Quantitative Investment Management#260 · 19,486 sh | 19,486 | $508.0K | 0.06% | New |
| 261 | Lido Advisors#261 · 19,401 sh | 19,401 | $506.4K | <0.01% | New |
| 262 | nVerses Capital#262 · 19,188 sh | 19,188 | $500.8K | 0.77% | New |
| 263 | Cambridge Investment Research Advisors#263 · 19,059 sh | 19,059 | $497.0K | <0.01% | +4.5% |
| 264 | PEAK6#264 · 18,846 sh | 18,846 | $491.9K | <0.01% | -25.5% |
| 265 | AE Wealth Management#265 · 18,754 sh | 18,754 | $489.5K | <0.01% | New |
| 266 | Sippican Capital Advisors#266 · 18,735 sh | 18,735 | $489.0K | — | -9.8% |
| 267 | Burns Matteson Capital Management#267 · 18,628 sh | 18,628 | $486.2K | — | New |
| 268 | Twin Tree Management#268 · 18,449 sh | 18,449 | $481.5K | <0.01% | New |
| 269 | Toroso Investments#269 · 18,189 sh | 18,189 | $474.7K | <0.01% | +19.7% |
| 270 | IFP Advisors#270 · 18,006 sh | 18,006 | $470.0K | — | +1.8% |
| 271 | AlphaCore Capital#271 · 17,142 sh | 17,142 | $447.4K | <0.01% | -1.0% |
| 272 | Summit Global Investments#272 · 17,114 sh | 17,114 | $447.0K | 0.02% | -61.8% |
| 273 | Walleye Capital#273 · 16,638 sh | 16,638 | $434.3K | <0.01% | -77.0% |
| 274 | MOODY NATIONAL BANK DIVISION#274 · 16,414 sh | 16,414 | $428.4K | — | -0.4% |
| 275 | Abacus Planning Group#275 · 16,311 sh | 16,311 | $425.7K | 0.05% | -6.1% |
| 276 | SIGNATUREFD#276 · 16,300 sh | 16,300 | $425.4K | — | -3.1% |
| 277 | Mount Yale Investment Advisors#277 · 16,162 sh | 16,162 | $421.8K | <0.01% | +10.2% |
| 278 | Ethic#278 · 15,781 sh | 15,781 | $411.9K | <0.01% | +71.7% |
| 279 | EP Wealth Advisors#279 · 15,678 sh | 15,678 | $409.2K | <0.01% | +13.4% |
| 280 | Investors Research#280 · 15,618 sh | 15,618 | $407.6K | — | 0.0% |
| 281 | Summit Trail Advisors#281 · 15,473 sh | 15,473 | $403.8K | <0.01% | -4.9% |
| 282 | INVESTMENT ADVISORY SERVICES /TX#282 · 15,417 sh | 15,417 | $402.4K | — | 0.0% |
| 283 | Pacer Advisors#283 · 15,096 sh | 15,096 | $394.0K | <0.01% | -96.9% |
| 284 | Gallacher Capital Management#284 · 14,866 sh | 14,866 | $388.0K | 0.22% | New |
| 285 | Allianz Asset Management GmbH#285 · 13,034 sh | 13,034 | $387.6K | <0.01% | +21.0% |
| 286 | Kestra Advisory Services#286 · 14,665 sh | 14,665 | $382.8K | <0.01% | -84.6% |
| 287 | Formidable Asset Management#287 · 14,560 sh | 14,560 | $380.0K | 0.06% | New |
| 288 | MCGUIRE CAPITAL ADVISORS#288 · 14,453 sh | 14,453 | $377.2K | 0.21% | New |
| 289 | Sanctuary Advisors#289 · 13,792 sh | 13,792 | $360.0K | <0.01% | +51.2% |
| 290 | Quad-Cities Investment Group#290 · 13,777 sh | 13,777 | $359.6K | — | +2.8% |
| 291 | Amundi#291 · 13,768 sh | 13,768 | $359.3K | <0.01% | +47.0% |
| 292 | EVERGREEN CAPITAL MANAGEMENT#292 · 13,751 sh | 13,751 | $358.9K | — | -0.1% |
| 293 | Savant Capital#293 · 12,508 sh | 12,508 | $358.0K | <0.01% | -11.2% |
| 294 | SAGE RHINO CAPITAL#294 · 13,462 sh | 13,462 | $351.4K | — | -2.5% |
| 295 | HighTower Advisors#295 · 13,099 sh | 13,099 | $341.9K | <0.01% | -24.2% |
| 296 | Gryphon Financial Partners#296 · 13,067 sh | 13,067 | $341.1K | 0.03% | +9.7% |
| 297 | Advisory Services Network#297 · 12,665 sh | 12,665 | $330.6K | <0.01% | +5.7% |
| 298 | CHILDRESS CAPITAL ADVISORS#298 · 12,566 sh | 12,566 | $328.0K | — | New |
| 299 | BLAIR WILLIAM#299 · 12,551 sh | 12,551 | $327.6K | <0.01% | -0.9% |
| 300 | Storgate#300 · 12,266 sh | 12,266 | $320.1K | 0.07% | New |
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.