SM — Sm Energy Company Institutional Holders · Q3 2026
Who owns Sm Energy Company (SM)? 20 institutions reported holding $7.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($4.7M), Moody National Bank Trust Division ($554,465), Investors Research Corp ($513,490).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $4.7M | 137,815 | Added |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $554,465 | 16,414 | Hold |
| 3 | Investors Research Corp | $513,490 | 15,201 | Trimmed |
| 4 | GAMMA Investing LLC | $405,259 | 11,997 | Added |
| 5 | Post Resch Tallon Group Inc. | $270,240 | 8,000 | Trimmed |
| 6 | Paragon Capital Management Ltd | $236,854 | 7,012 | New |
| 7 | Farther Finance Advisors, LLC | $113,583 | 3,362 | Trimmed |
| 8 | Versant Capital Management, Inc | $66,040 | 1,955 | Added |
| 9 | MassMutual Private Wealth & Trust, FSB | $59,385 | 1,758 | Added |
| 10 | CoreCap Advisors, LLC | $32,902 | 974 | Added |
| 11 | AMERICAN NATIONAL BANK & TRUST | $32,192 | 953 | Trimmed |
| 12 | EASTERN BANK | $24,288 | 719 | Hold |
| 13 | GK Wealth Management LLC | $22,394 | 663 | New |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $10,675 | 316 | Hold |
| 15 | Byrne Asset Management LLC | $5,259 | 150 | New |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $1,419 | 42 | Added |
| 17 | Retirement Wealth Solutions LLC | $744 | 22 | Hold |
| 18 | Trust Co | $574 | 17 | Hold |
| 19 | Davis Capital Management | $405 | 12 | Hold |
| 20 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30