| 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 31 Dec 2025, 64 institutional investors reported holding 5,759,881 shares of Summit Midstream Corp - Common Stock (SMC). This represents 31% of the company’s total 18,660,494 outstanding shares.
The largest institutional shareholders of Summit Midstream Corp - Common Stock (SMC) together control 29% 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% | 971,063 | +0.31% | 0% | $25,907,961 |
| Deltroit Asset Management (UK) LLP | 3.8% | 707,056 | 0% | 3.1% | $18,864,254 |
| BlackRock, Inc. | 3.6% | 668,277 | +2.6% | 0% | $17,829,631 |
| VANGUARD GROUP INC | 3.4% | 630,040 | -1.7% | 0% | $16,809,468 |
| Flat Footed LLC | 1.9% | 356,567 | 2% | $9,513,208 | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 238,063 | +3.3% | 0% | $6,353,409 |
| ARK & TLK INVESTMENTS, LLC | 1.2% | 223,525 | +99% | 1.6% | $5,963,647 |
| EAGLE GLOBAL ADVISORS LLC | 1.1% | 203,822 | -23% | 0.2% | $5,437,971 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 200,926 | +37% | 0% | $5,360,706 |
| BANK OF AMERICA CORP /DE/ | 0.88% | 164,760 | +3.7% | 0% | $4,395,796 |
| STATE STREET CORP | 0.84% | 156,348 | +17% | 0% | $4,171,365 |
| Virtus Fixed Income Advisers, LLC | 0.64% | 119,749 | 0% | 2.4% | $3,194,903 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.59% | 109,759 | +7.8% | 0.06% | $2,928,370 |
| Point72 Asset Management, L.P. | 0.53% | 98,317 | -1.7% | 0% | $2,623,098 |
| Liberty Mutual Group Asset Management Inc. | 0.45% | 84,840 | 0% | 0.22% | $2,263,531 |
| Empowered Funds, LLC | 0.44% | 81,759 | +11% | 0.04% | $2,181,330 |
| NORTHERN TRUST CORP | 0.37% | 69,100 | -9.6% | 0% | $1,843,588 |
| FARALLON CAPITAL MANAGEMENT LLC | 0.31% | 58,214 | 0% | 0.01% | $1,553,150 |
| Summit Financial, LLC | 0.28% | 52,985 | 0% | 0.02% | $1,413,640 |
| Aventail Capital Group, LP | 0.27% | 51,053 | -0% | 0.08% | $1,362,094 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.27% | 51,003 | -3.3% | 0% | $1,360,760 |
| ALGERT GLOBAL LLC | 0.24% | 45,601 | -0.16% | 0.02% | $1,217,000 |
| Fractal Investments LLC | 0.24% | 45,000 | 0% | 0.17% | $1,200,600 |
| AMERICAN CENTURY COMPANIES INC | 0.22% | 40,299 | +59% | 0% | $1,075,177 |
| CITADEL ADVISORS LLC | 0.17% | 31,896 | -26% | 0% | $850,985 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,759,881 | $153,675,606 | +$10,611,806 | $26.68 | 64 |
| 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 |