# SM ENERGY COMPANY (SM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SM/

- Reporting holders: 19
- Reported value: $7.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $4.7M | 137,815 | 0.0% | 13 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $554.5K | 16,414 | 0.0% | 18 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $513.5K | 15,201 | 0.1% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $405.3K | 11,997 | 0.0% | 12 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $270.2K | 8,000 | 0.2% | 3 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $236.9K | 7,012 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $113.6K | 3,362 | 0.0% | 15 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $66.0K | 1,955 | 0.0% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $59.4K | 1,758 | 0.0% | 20 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $32.9K | 974 | 0.0% | 3 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $32.2K | 953 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $24.3K | 719 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $22.4K | 663 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $10.7K | 316 | 0.0% | 3 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $5.3K | 150 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.4K | 42 | 0.0% | 4 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $744 | 22 | 0.0% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $574 | 17 | 0.0% | 4 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $405 | 12 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $7.0M |
| Q2 2026 | 501 | $6.6B |
| Q1 2026 | 518 | $7.3B |
| Q4 2025 | 344 | $2.2B |
| Q3 2025 | 386 | $3.1B |
| Q2 2025 | 379 | $2.9B |
| Q1 2025 | 413 | $3.6B |
| Q4 2024 | 431 | $4.6B |
| Q3 2024 | 426 | $4.9B |
| Q2 2024 | 426 | $5.2B |
| Q1 2024 | 395 | $6.2B |
| Q4 2023 | 377 | $4.5B |