Security key
86614G101
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,715,871
- Total 13F value
- $96,864,130
- Share change
- +63,112
- SEC-reported price per share
- $20.54
- Number of holders
- 64
- Value change
- +$771,081
- Number of buys
- 33
- Number of sells
- 27
- Shares outstanding
- 12,506,082
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2025
Institutions
64
Top holders
10
SMC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Summit Midstream Corp SEC filings
Summit Midstream Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 86614G101
Recent filing periods:
Ownership snapshot
Top reported holders of SMC - Summit Midstream Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Invesco Ltd.
Disclosed value leader
Invesco Ltd.
Comparable rows
15/15
Latest evidence
30 Jun 2025
13D/G
13F
Lead comparable stake: 7.8%
13D/G row: Invesco Ltd.
Showing 1-6 of 15 holder rows.
Quick read
Invesco Ltd. leads the comparable SEC ownership view at 7.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Invesco Ltd.'s linked filing trail.
Comparable ownership
Top 5
Invesco Ltd.
7.8%
Tall Oak Midstream Investments, LLC
3.9%
VANGUARD GROUP INC
5.1%
BlackRock, Inc.
5%
GEODE CAPITAL MANAGEMENT, LLC
1.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Invesco Ltd. |
13D/G
13F
Company
|
7.8%
|
$28,404,532
957,026 shares
|
+$109,044 | 31 Mar 2025 |
| Tall Oak Midstream Investments, LLC |
13D/G
|
3.9%
|
$14,046,743
473,273 shares
|
$0 | 02 Jun 2025 |
| VANGUARD GROUP INC |
13F
Company
|
5.1%
|
$15,784,295
643,469 shares
|
— | 30 Jun 2025 |
| BlackRock, Inc. |
13F
Company
|
5%
|
$15,421,644
628,685 shares
|
— | 30 Jun 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.9%
|
$5,678,334
231,443 shares
|
— | 30 Jun 2025 |
| EAGLE GLOBAL ADVISORS LLC |
13F
Company
|
1.6%
|
$4,790,635
195,297 shares
|
— | 30 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
64
Shares
4,715,871
Rows available
64
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
62
Q3 2025 holders
64
Holder diff
2
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend