Latest Period
Q2 2026
Security Snapshot
Summit Midstream Corp - Common Stock (SMC) Institutional Ownership
CUSIP: 86614G101
13F Institutional Holders and Ownership History from Q3 2024 to Q2 2026
Institutions Reporting
74
Shares (Excl. Options)
5,648,392
Price
$28.48
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- Security type / class
- Equity / Common Stock
- Symbol
- SMC on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 5,648,392
- Total 13F value
- $160,862,350
- Portfolio coverage rank
- 0%
- Share change
- +188,497
- Value change
- +$5,103,478
- Number of holders
- 74
- Shares outstanding
- 12,506,082
- SEC-reported price per share
- $30.36
- Insider filing price
- $30.36
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SMC - Summit Midstream Corp - Common Stock is tracked under CUSIP 86614G101.
- 74 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 73 to 74 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $165,209,859 to $160,862,350.
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 Form 13F
Open SEC evidence
Latest holder context comes from 74 institutions filings for Q2 2026.
Security key
86614G101
Latest holder period
Q2 2026
13F holders
74
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
SMC full holder history
Summit Midstream Corp SEC filings
Summit Midstream Corp company facts
Summit Midstream Corp insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86614G101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
SMC
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Connect Midstream, LLC | 39% | +10% | $238,672,854 | +$36,924,101 | 7,891,864 | +18% | Connect Midstream, LLC | 31 Mar 2026 |
| 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 |
| BlackRock, Inc. | 4.9% | -2% | $18,531,257 | -$110,771 | 612,798 | -0.59% | BlackRock, Inc. | 31 Mar 2026 |
| Tall Oak Midstream Investments, LLC | 3.9% | $14,046,743 | 473,273 | Tall Oak Midstream Investments, LLC | 02 Jun 2025 |
As of 30 Jun 2026, 74 institutional investors reported holding 5,648,392 shares of Summit Midstream Corp - Common Stock (SMC). This represents 45% of the company’s total 12,506,082 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
41%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Invesco Ltd. | 7.7% | 967,503 | -0.2% | 0% | $27,554,486 |
| Deltroit Asset Management (UK) LLP | 6.5% | 815,000 | +15% | 3.8% | $23,211,200 |
| BlackRock, Inc. | 5.3% | 658,624 | +1.4% | 0% | $18,757,612 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 511,424 | +1% | 0% | $14,565,356 |
| EAGLE GLOBAL ADVISORS LLC | 2.1% | 263,086 | +16% | 0.25% | $7,492,689 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 247,637 | +6.3% | 0% | $7,054,964 |
| STATE STREET CORP | 1.5% | 184,546 | +3.3% | 0% | $5,255,870 |
| Flat Footed LLC | 1.3% | 158,517 | +28% | 0.78% | $4,514,564 |
| AMERICAN CENTURY COMPANIES INC | 1.2% | 155,119 | +27% | 0% | $4,417,789 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.98% | 122,853 | -30% | 0% | $3,498,853 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.96% | 119,553 | +1.5% | 0.06% | $3,404,869 |
| BANK OF AMERICA CORP /DE/ | 0.95% | 118,636 | -23% | 0% | $3,378,753 |
| Empowered Funds, LLC | 0.73% | 91,553 | +2% | 0.01% | $2,607,429 |
| Liberty Mutual Group Asset Management Inc. | 0.68% | 84,840 | 0% | 0.21% | $2,416,243 |
| MORGAN STANLEY | 0.65% | 80,761 | -16% | 0% | $2,300,073 |
| NORTHERN TRUST CORP | 0.61% | 75,675 | +7.7% | 0% | $2,155,225 |
| VANGUARD FIDUCIARY TRUST CO | 0.55% | 68,641 | -3.9% | 0% | $1,954,896 |
| CITADEL ADVISORS LLC | 0.51% | 63,910 | +592% | 0% | $1,820,156 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.48% | 59,760 | +20% | 0% | $1,701,965 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 0.47% | 58,214 | 0% | 0.01% | $1,657,935 |
| ALGERT GLOBAL LLC | 0.46% | 57,553 | +23% | 0.02% | $1,639,109 |
| ARK & TLK INVESTMENTS, LLC | 0.45% | 55,705 | -49% | 0.39% | $1,586,479 |
| Cetera Investment Advisers | 0.44% | 55,433 | -1.9% | 0% | $1,578,732 |
| Summit Financial, LLC | 0.42% | 52,985 | 0% | 0.02% | $1,509,013 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.38% | 47,858 | +107% | 0% | $1,362,996 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 5,648,392 | $160,862,350 | +$5,103,478 | $28.48 | 74 |
| 2026 Q1 | 5,462,376 | $165,209,859 | -$8,910,758 | $30.24 | 73 |
| 2025 Q4 | 5,769,231 | $153,925,625 | +$10,861,825 | $26.68 | 65 |
| 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 |