SM Energy Co (SM) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 500
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | BAILARD#301 · 12,000 sh | 12,000 | $313.2K | — | New |
| 302 | Freestone Grove Partners#302 · 11,914 sh | 11,914 | $311.0K | <0.01% | New |
| 303 | CAPITAL COUNSEL#303 · 11,905 sh | 11,905 | $310.7K | 0.01% | 0.0% |
| 304 | Range Financial Group#304 · 11,879 sh | 11,879 | $310.0K | — | -7.5% |
| 305 | Orion Porfolio Solutions#305 · 11,344 sh | 11,344 | $296.1K | <0.01% | +11.7% |
| 306 | Virtu Financial#306 · 11,301 sh | 11,301 | $295.0K | <0.01% | -38.9% |
| 307 | Ensign Peak Advisors#307 · 11,271 sh | 11,271 | $294.2K | <0.01% | +47.9% |
| 308 | Callan Family Office#308 · 11,187 sh | 11,187 | $292.0K | <0.01% | +4.8% |
| 309 | Texas Yale Capital#309 · 11,169 sh | 11,169 | $291.5K | <0.01% | 0.0% |
| 310 | COMMONWEALTH EQUITY SERVICES#310 · 11,124 sh | 11,124 | $290.3K | <0.01% | +21.6% |
| 311 | PROFUND ADVISORS#311 · 10,993 sh | 10,993 | $286.9K | <0.01% | -14.5% |
| 312 | BROWN BROTHERS HARRIMAN#312 · 10,267 sh | 10,267 | $268.0K | <0.01% | -3.4% |
| 313 | Verity Asset Management#313 · 10,237 sh | 10,237 | $267.2K | 0.10% | -11.2% |
| 314 | Moors & Cabot#314 · 10,110 sh | 10,110 | $263.9K | 0.01% | -19.4% |
| 315 | GAMMA Investing#315 · 10,108 sh | 10,108 | $263.8K | — | +3.8% |
| 316 | HB Wealth Management#316 · 10,063 sh | 10,063 | $262.6K | — | +20.5% |
| 317 | Caitlin John#317 · 10,033 sh | 10,033 | $261.9K | 0.14% | New |
| 318 | Manatuck Hill Partners#318 · 10,000 sh | 10,000 | $261.0K | 0.09% | New |
| 319 | Frec Markets#319 · 9,984 sh | 9,984 | $260.6K | 0.02% | +0.2% |
| 320 | SRS Capital Advisors#320 · 9,924 sh | 9,924 | $259.0K | <0.01% | +256.7% |
| 321 | DAVENPORT#321 · 9,897 sh | 9,897 | $258.3K | — | +8.3% |
| 322 | Seelaus Asset Management#322 · 9,843 sh | 9,843 | $256.9K | — | -1.9% |
| 323 | Fieldview Capital Management#323 · 9,772 sh | 9,772 | $255.0K | 0.07% | New |
| 324 | BRIGHTON JONES#324 · 9,758 sh | 9,758 | $254.7K | <0.01% | +14.0% |
| 325 | HOHIMER WEALTH MANAGEMENT#325 · 9,688 sh | 9,688 | $252.9K | 0.03% | +0.5% |
| 326 | INTRUST BANK NA#326 · 9,648 sh | 9,648 | $251.8K | 0.02% | -4.2% |
| 327 | TCI Wealth Advisors#327 · 9,639 sh | 9,639 | $251.6K | 0.01% | -47.3% |
| 328 | QRG CAPITAL MANAGEMENT#328 · 9,551 sh | 9,551 | $249.3K | <0.01% | +14.2% |
| 329 | DnB Asset Management AS#329 · 9,423 sh | 9,423 | $245.9K | <0.01% | -43.1% |
| 330 | Legacy Wealth Managment#330 · 9,418 sh | 9,418 | $245.8K | 0.10% | +246.2% |
| 331 | AlphaGrep UK Ltd#331 · 9,267 sh | 9,267 | $241.9K | 0.07% | New |
| 332 | Chicago Partners Investment Group#332 · 7,187 sh | 7,187 | $240.8K | — | New |
| 333 | Post Resch Tallon Group#333 · 9,200 sh | 9,200 | $240.1K | — | 0.0% |
| 334 | RWC Asset Management LLP#334 · 9,086 sh | 9,086 | $237.1K | — | +7.6% |
| 335 | Kestra Investment Management#335 · 9,013 sh | 9,013 | $235.2K | <0.01% | -56.2% |
| 336 | Permanent Capital Management#336 · 8,765 sh | 8,765 | $228.8K | 0.03% | New |
| 337 | Laird Norton Wetherby Company#337 · 8,625 sh | 8,625 | $225.1K | <0.01% | -1.2% |
| 338 | Ruggaard & Associates#338 · 8,610 sh | 8,610 | $224.7K | 0.08% | +2.4% |
| 339 | Avantax Planning Partners#339 · 8,351 sh | 8,351 | $218.0K | <0.01% | +0.1% |
| 340 | Total Clarity Wealth Management#340 · 8,299 sh | 8,299 | $216.6K | — | -9.2% |
| 341 | PRAXIS INVESTMENT MANAGEMENT#341 · 8,290 sh | 8,290 | $216.0K | 0.01% | -14.2% |
| 342 | Merit Financial Group#342 · 7,977 sh | 7,977 | $208.2K | <0.01% | +10.5% |
| 343 | STIFEL FINANCIAL#343 · 7,971 sh | 7,971 | $208.1K | <0.01% | -23.8% |
| 344 | Janney Montgomery Scott#344 · 7,948 sh | 7,948 | $207.0K | <0.01% | -57.5% |
| 345 | AIGEN INVESTMENT MANAGEMENT#345 · 7,908 sh | 7,908 | $206.4K | 0.06% | -45.1% |
| 346 | D.A. DAVIDSON#346 · 7,777 sh | 7,777 | $203.0K | — | New |
| 347 | CIM INVESTMENT MANAGEMENT#347 · 7,677 sh | 7,677 | $200.4K | 0.05% | +7.3% |
| 348 | Parkside Financial Bank#348 · 7,560 sh | 7,560 | $197.3K | — | +568.4% |
| 349 | KBC Group NV#349 · 7,161 sh | 7,161 | $187.0K | — | 0.0% |
| 350 | Virtus Investment Advisers#350 · 7,085 sh | 7,085 | $184.9K | 0.04% | +9.3% |
| 351 | HANTZ FINANCIAL SERVICES#351 · 7,025 sh | 7,025 | $183.0K | <0.01% | +23.8% |
| 352 | DekaBank Deutsche Girozentrale#352 · 5,738 sh | 5,738 | $183.0K | — | 0.0% |
| 353 | EXCHANGE TRADED CONCEPTS#353 · 6,590 sh | 6,590 | $172.0K | — | +18.4% |
| 354 | SIMPLEX TRADING#354 · 6,484 sh | 6,484 | $169.2K | <0.01% | -35.0% |
| 355 | NATIONAL BANK OF CANADA#355 · 6,115 sh | 6,115 | $159.5K | <0.01% | +0.6% |
| 356 | Corient IA#356 · 6,060 sh | 6,060 | $158.2K | 0.15% | 0.0% |
| 357 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#357 · 5,874 sh | 5,874 | $153.3K | <0.01% | New |
| 358 | Parallel Advisors#358 · 4,750 sh | 4,750 | $124.0K | <0.01% | +1.5% |
| 359 | Rockefeller Capital Management L.P.#359 · 4,712 sh | 4,712 | $123.0K | <0.01% | +15.1% |
| 360 | Pinnacle Wealth Planning Services#360 · 4,612 sh | 4,612 | $120.4K | — | +4.4% |
| 361 | Sankala Group#361 · 3,000 sh | 3,000 | $106.4K | 0.07% | +100.0% |
| 362 | NOMURA ASSET MANAGEMENT LTD#362 · 3,480 sh | 3,480 | $90.8K | <0.01% | -7.7% |
| 363 | Farther Finance Advisors#363 · 3,460 sh | 3,460 | $90.3K | — | -57.0% |
| 364 | Triumph Capital Management#364 · 3,408 sh | 3,408 | $88.9K | — | +623.6% |
| 365 | Covestor Ltd#365 · 3,176 sh | 3,176 | $83.0K | 0.05% | -52.9% |
| 366 | HARBOR CAPITAL ADVISORS#366 · 3,127 sh | 3,127 | $82.0K | — | +1.1% |
| 367 | Allworth Financial#367 · 3,072 sh | 3,072 | $80.2K | <0.01% | -53.8% |
| 368 | Global Retirement Partners#368 · 3,026 sh | 3,026 | $79.0K | <0.01% | — |
| 369 | UMB Bank, n.a.#369 · 2,779 sh | 2,779 | $72.5K | <0.01% | -19.2% |
| 370 | Integrated Wealth Concepts#370 · 2,699 sh | 2,699 | $70.5K | <0.01% | New |
| 371 | BI Asset Management Fondsmaeglerselskab A/S#371 · 2,606 sh | 2,606 | $68.0K | — | New |
| 372 | Salomon & Ludwin#372 · 2,415 sh | 2,415 | $62.1K | <0.01% | 0.0% |
| 373 | Quent Capital#373 · 2,315 sh | 2,315 | $60.4K | <0.01% | -1.2% |
| 374 | Optiver Holding B.V.#374 · 2,276 sh | 2,276 | $59.4K | 0.00% | New |
| 375 | Cetera Company, N.A#375 · 2,060 sh | 2,060 | $53.8K | 0.03% | +43.6% |
| 376 | Versant Capital Management#376 · 1,897 sh | 1,897 | $49.5K | — | +415.5% |
| 377 | SBI Securities , Ltd.#377 · 1,847 sh | 1,847 | $48.2K | — | -60.8% |
| 378 | Mitsubishi UFJ Asset Management , Ltd.#378 · 1,848 sh | 1,848 | $47.8K | 0.00% | +842.9% |
| 379 | Kemnay Advisory Services#379 · 1,729 sh | 1,729 | $45.1K | <0.01% | +13.4% |
| 380 | Valued Wealth Advisors#380 · 1,653 sh | 1,653 | $43.1K | 0.02% | +56.1% |
| 381 | MassMutual Private Wealth & , FSB#381 · 1,615 sh | 1,615 | $42.2K | — | -4.5% |
| 382 | Golden State Equity Partners#382 · 1,535 sh | 1,535 | $40.1K | 0.11% | 0.0% |
| 383 | NBC SECURITIES#383 · 1,479 sh | 1,479 | $38.6K | — | +23.9% |
| 384 | Larson Financial Group#384 · 1,466 sh | 1,466 | $38.3K | <0.01% | +12.9% |
| 385 | AMERICAN NATIONAL BANK#385 · 1,451 sh | 1,451 | $37.9K | — | 0.0% |
| 386 | FIRST HORIZON NATIONAL#386 · 1,442 sh | 1,442 | $37.6K | — | -3.9% |
| 387 | HUNTINGTON NATIONAL BANK#387 · 1,406 sh | 1,406 | $36.7K | <0.01% | +17.7% |
| 388 | LOS ANGELES CAPITAL MANAGEMENT#388 · 1,222 sh | 1,222 | $31.9K | <0.01% | 0.0% |
| 389 | ASSETMARK#389 · 1,206 sh | 1,206 | $31.5K | — | +7.1% |
| 390 | Smartleaf Asset Management#390 · 1,078 sh | 1,078 | $28.2K | <0.01% | 0.0% |
| 391 | Kilter Group#391 · 1,071 sh | 1,071 | $28.0K | 0.01% | -7.4% |
| 392 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#392 · 913 sh | 913 | $23.8K | 0.00% | -3.3% |
| 393 | ROTHSCHILD INVESTMENT#393 · 864 sh | 864 | $22.6K | <0.01% | +76.7% |
| 394 | EverSource Wealth Advisors#394 · 839 sh | 839 | $21.9K | <0.01% | +52.0% |
| 395 | Torren Management#395 · 839 sh | 839 | $21.9K | 0.01% | 0.0% |
| 396 | Union Bankshares#396 · 804 sh | 804 | $21.0K | <0.01% | -23.9% |
| 397 | Eurizon Capital SGR S.p.A.#397 · 764 sh | 764 | $20.0K | <0.01% | New |
| 398 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#398 · 749 sh | 749 | $19.5K | — | 0.0% |
| 399 | VALLEY NATIONAL ADVISERS#399 · 725 sh | 725 | $18.9K | — | -2.9% |
| 400 | NewEdge Advisors#400 · 720 sh | 720 | $18.8K | <0.01% | 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.