| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Connect Midstream, LLC | 36% | +0.29% | $173,778,143 | +$685,610 | 6,670,946 | +0.4% | Connect Midstream, LLC | 28 Aug 2025 |
| He Zhengxu | 8.1% | +58% | $40,320,925 | +$15,352,096 | 1,511,500 | +61% | He Zhengxu | 31 Dec 2025 |
| Invesco Ltd. | 7.8% | +50% | $28,404,532 | +$109,044 | 957,026 | +0.39% | Invesco Ltd. | 31 Mar 2025 |
| VANGUARD GROUP INC | 5.6% | $20,392,060 | 687,064 | The Vanguard Group | 31 Mar 2025 | |||
| BlackRock, Inc. | 5% | $15,121,788 | 616,461 | BlackRock, Inc. | 30 Jun 2025 | |||
| Tall Oak Midstream Investments, LLC | 3.9% | $14,046,743 | 473,273 | Tall Oak Midstream Investments, LLC | 02 Jun 2025 |
As of 30 Sep 2025, 64 institutional investors reported holding 4,715,871 shares of Summit Midstream Corp - Common Stock (SMC). This represents 25% of the company’s total 18,660,494 outstanding shares.
The largest institutional shareholders of Summit Midstream Corp - Common Stock (SMC) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Invesco Ltd. | 5.2% | 968,080 | +0.31% | 0% | $19,884,363 |
| BlackRock, Inc. | 3.5% | 651,466 | +3.6% | 0% | $13,381,111 |
| VANGUARD GROUP INC | 3.4% | 641,118 | -0.37% | 0% | $13,168,564 |
| EAGLE GLOBAL ADVISORS LLC | 1.4% | 264,186 | +35% | 0.21% | $5,426,380 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2% | 230,566 | -0.38% | 0% | $4,736,766 |
| BANK OF AMERICA CORP /DE/ | 0.85% | 158,923 | -9.7% | 0% | $3,264,278 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.79% | 147,193 | +49% | 0% | $3,023,344 |
| STATE STREET CORP | 0.72% | 133,843 | +14% | 0% | $2,749,135 |
| Virtus Fixed Income Advisers, LLC | 0.64% | 119,749 | 0% | 1.8% | $2,459,644 |
| ARK & TLK INVESTMENTS, LLC | 0.6% | 112,084 | 0% | 0.73% | $2,302,206 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.55% | 101,806 | +9.1% | 0.04% | $2,091,095 |
| Point72 Asset Management, L.P. | 0.54% | 100,000 | +84% | 0% | $2,054,000 |
| SHENKMAN CAPITAL MANAGEMENT INC | 0.52% | 96,723 | -5.9% | 0.2% | $1,986,690 |
| Liberty Mutual Group Asset Management Inc. | 0.45% | 84,840 | 0% | 0.55% | $1,742,614 |
| NORTHERN TRUST CORP | 0.41% | 76,467 | +1.9% | 0% | $1,570,632 |
| Empowered Funds, LLC | 0.4% | 73,806 | -7.1% | 0.02% | $1,515,975 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 0.32% | 58,972 | -0.33% | 1.2% | $1,211,285 |
| FARALLON CAPITAL MANAGEMENT LLC | 0.31% | 58,214 | 0% | 0.01% | $1,195,716 |
| Summit Financial, LLC | 0.28% | 52,985 | 0.02% | $1,088,312 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.28% | 52,731 | -3.4% | 0% | $1,083,095 |
| Aventail Capital Group, LP | 0.27% | 51,054 | +24% | 0.05% | $1,048,649 |
| MORGAN STANLEY | 0.24% | 45,710 | -68% | 0% | $938,885 |
| ALGERT GLOBAL LLC | 0.24% | 45,675 | 0.02% | $938,000 | |
| Fractal Investments LLC | 0.24% | 45,000 | 0% | 0.13% | $924,300 |
| CITADEL ADVISORS LLC | 0.23% | 42,964 | -46% | 0% | $882,480 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 71 | $1,894 | +$1,707 | $26.68 | 1 |
| 2025 Q3 | 4,715,871 | $96,864,130 | +$771,081 | $20.54 | 64 |
| 2025 Q2 | 4,664,285 | $114,512,069 | -$2,630,167 | $24.53 | 62 |
| 2025 Q1 | 4,468,459 | $151,438,552 | +$21,890,171 | $33.89 | 61 |
| 2024 Q4 | 3,915,515 | $147,928,605 | +$7,885,411 | $37.78 | 59 |
| 2024 Q3 | 3,657,109 | $128,110,356 | +$123,451,156 | $35.03 | 34 |