Stock ownership · SEC 13F · Q4 2025

SM ENERGY CO

Name: SM ENERGY CO - Institutional Ownership (SEC 13F)
Creator: U.S. Securities and Exchange Commission
Published: 2025-12-31
License: https://creativecommons.org/publicdomain/zero/1.0/

Who owns SM ENERGY CO (CUSIP 78454L100)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

Compiled by PlainFundData, Institutional Ownership Editorial Process · May 16, 2026

$206K
Reported value: 2
Institutions: 100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $206K in SM ENERGY CO positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it: $206K
reported 13F value: 100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78454L100 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

VALUE-TRACE $0.2M
HOLDERS-FOCUS 2 filers
CONC-DOM 100% top-5
PHOTO-UNK No peer
ACTIVITY-LIGHT 1 new
BOOK-MID 7Q history

Read with: Ownership concentration guide - SM ENERGY CO's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SM ENERGY CO position has fallen from 4 to 2 over the last 7 quarters of 13F filings.

Distinct 13F filers holding SM ENERGY CO, by quarter

Top Institutional Holders

#	Institution	Shares	Value	Share of reported
1	DGS Capital Management, LLC	10,848	$203K	98.6%
2	Bell Investment Advisors, Inc	151	$3K	1.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SM ENERGY CO's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)

100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

DGS Capital Management, LLC $203K

Complete exits (6)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

CONNORS INVESTOR SERVICES INC exited

CIBC Bancorp USA Inc. exited

CIBC Private Wealth Group LLC exited

Strategic Advocates LLC exited

Vermillion & White Wealth Management Group, LLC exited

Frequently Asked Questions

How many institutions hold SM ENERGY CO?▼

SM ENERGY CO is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.

What is the total institutional value of SM ENERGY CO?▼

Institutions report $206K of SM ENERGY CO as of Q4 2025.

How concentrated is ownership of SM ENERGY CO?▼

The top five institutional holders account for 100% of the reported institutional value in SM ENERGY CO, making ownership dominated by its top few institutional owners.

Who is the largest institutional holder of SM ENERGY CO?▼

DGS Capital Management, LLC is the largest reported holder of SM ENERGY CO with $203K across 10,848 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 Accessed 2026-09-21 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.