Latest Period
Q1 2026
Security Snapshot
Summit Midstream Corp - Common Stock (SMC) Institutional Ownership
CUSIP: 86614G101
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
73
Shares (Excl. Options)
5,462,376
Price
$30.24
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- Security type / class
- Equity / Common Stock
- Symbol
- SMC on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,462,376
- Total 13F value
- $165,210,318
- Portfolio coverage rank
- 0%
- Share change
- -319,177
- Value change
- -$8,910,747
- Number of holders
- 73
- Shares outstanding
- 12,506,082
- SEC-reported price per share
- $32.20
- Insider filing price
- $32.20
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.
- 73 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 65 to 73 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $153,925,625 to $165,210,318.
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 73 institutions filings for Q1 2026.
Security key
86614G101
Latest holder period
Q1 2026
13F holders
73
13D/G owners
5
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 73 institutional investors reported holding 5,462,376 shares of Summit Midstream Corp - Common Stock (SMC). This represents 44% 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
40%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Invesco Ltd. | 7.8% | 969,399 | -0.17% | 0% | $29,314,624 |
| Deltroit Asset Management (UK) LLP | 5.7% | 707,056 | 0% | 3.7% | $21,381,373 |
| BlackRock, Inc. | 5.2% | 649,391 | -2.8% | 0% | $19,637,585 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 506,171 | 0% | 0% | $15,306,611 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 233,022 | -2.1% | 0% | $7,048,832 |
| EAGLE GLOBAL ADVISORS LLC | 1.8% | 226,798 | +11% | 0.25% | $6,858,372 |
| STATE STREET CORP | 1.4% | 178,607 | +14% | 0% | $5,401,076 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 174,325 | -13% | 0% | $5,271,588 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 154,540 | -6.2% | 0% | $4,673,289 |
| Flat Footed LLC | 0.99% | 124,278 | -65% | 1.3% | $3,758,167 |
| AMERICAN CENTURY COMPANIES INC | 0.98% | 122,421 | +204% | 0% | $3,702,011 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.94% | 117,796 | +7.3% | 0.07% | $3,562,151 |
| ARK & TLK INVESTMENTS, LLC | 0.87% | 109,234 | -51% | 0.9% | $3,303,237 |
| MORGAN STANLEY | 0.77% | 96,244 | +312% | 0% | $2,910,419 |
| Empowered Funds, LLC | 0.72% | 89,796 | +9.8% | 0.02% | $2,715,431 |
| Liberty Mutual Group Asset Management Inc. | 0.68% | 84,840 | 0% | 0.21% | $2,565,562 |
| VANGUARD FIDUCIARY TRUST CO | 0.57% | 71,407 | 0% | 0% | $2,159,348 |
| NORTHERN TRUST CORP | 0.56% | 70,291 | +1.7% | 0% | $2,125,599 |
| FARALLON CAPITAL MANAGEMENT LLC | 0.47% | 58,214 | 0% | 0.01% | $1,760,391 |
| Cetera Investment Advisers | 0.45% | 56,533 | +104% | 0% | $1,709,558 |
| Summit Financial, LLC | 0.42% | 52,985 | 0% | 0.02% | $1,602,266 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.4% | 49,660 | 0% | 0% | $1,501,718 |
| ALGERT GLOBAL LLC | 0.37% | 46,711 | +2.4% | 0.02% | $1,413,000 |
| Fractal Investments LLC | 0.36% | 45,000 | 0% | 0.16% | $1,360,800 |
| JANE STREET GROUP, LLC | 0.34% | 42,730 | +418% | 0% | $1,292,155 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,462,376 | $165,210,318 | -$8,910,747 | $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 |