13F reference period
n/a
Security Snapshot
SM Energy Co - com (SM) Institutional Ownership
CUSIP: 792228108
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2020
Institutions Reporting
Shares (Excl. Options)
Price
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / com
- Symbol
- SM on NYSE
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- SM - SM Energy Co - com is tracked under CUSIP 792228108.
- 13F reference-period holder data is not available.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder data for the Q2 2026 reference period is not available.
- Available periods remain in the history table; they do not substitute for the headline period.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
792228108
13F reference period
n/a
13F holders
13D/G owners
0
CIK / CUSIP context first
SM full holder history
SM Energy Co SEC filings
SM Energy Co company facts
SM Energy Co insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 792228108:
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
25
Headline period
n/a
Rows shown
1-25 of 25
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2020 Q1 | 0 | $0 | -$6,000 | 0 | |
| 2019 Q4 | 500 | $6,000 | $12.00 | 1 | |
| 2019 Q3 | 500 | $5,000 | $10.00 | 1 | |
| 2019 Q2 | 500 | $6,000 | $12.00 | 1 | |
| 2019 Q1 | 500 | $9,000 | $18.00 | 1 | |
| 2018 Q4 | 500 | $8,000 | $16.00 | 1 | |
| 2018 Q3 | 500 | $16,000 | +$16,000 | $32.00 | 1 |
| 2018 Q2 | 0 | $0 | -$9,000 | 0 | |
| 2018 Q1 | 500 | $9,000 | $18.00 | 1 | |
| 2017 Q4 | 500 | $11,000 | $22.00 | 1 | |
| 2017 Q3 | 500 | $9,000 | -$3,356,000 | $18.00 | 1 |
| 2017 Q2 | 203,500 | $3,364,000 | +$3,356,000 | $16.27 | 2 |
| 2017 Q1 | 500 | $12,000 | $24.00 | 1 | |
| 2016 Q4 | 500 | $17,000 | $34.00 | 1 | |
| 2016 Q3 | 500 | $19,000 | -$13,635 | $38.00 | 1 |
| 2016 Q2 | 1,005 | $27,635 | -$778,000 | $27.50 | 2 |
| 2016 Q1 | 42,502 | $796,464 | +$780,264 | $18.74 | 3 |
| 2015 Q4 | 900 | $18,000 | -$16,180 | $20.00 | 1 |
| 2015 Q3 | 1,405 | $45,180 | -$7,445,000 | $32.13 | 2 |
| 2015 Q2 | 162,842 | $7,510,291 | -$9,651,821 | $46.12 | 3 |
| 2015 Q1 | 363,637 | $18,793,000 | -$5,645,887 | $51.68 | 3 |
| 2014 Q4 | 472,882 | $18,243,000 | +$2,094,570 | $38.57 | 3 |
| 2014 Q3 | 416,990 | $32,524,000 | +$7,070,987 | $77.99 | 4 |
| 2014 Q2 | 326,335 | $27,444,000 | +$5,169,680 | $84.09 | 4 |
| 2014 Q1 | 264,860 | $18,881,000 | +$15,585,770 | $71.23 | 4 |