Security key
86614G101
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,285,962
- Total 13F value
- $36,624,196
- Share change
- +24,408
- SEC-reported price per share
- $28.48
- Number of holders
- 16
- Value change
- +$695,139
- Number of buys
- 9
- Number of sells
- 3
- Shares outstanding
- 12,506,082
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
16
Top holders
10
SMC full security history
Ownership snapshot
Full 13F holder table
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
Connect Midstream, LLC
Disclosed value leader
Connect Midstream, LLC
Comparable rows
15/15
Latest evidence
19 May 2026
13D/G
3/4/5
13F
Lead comparable stake: 39%
13D/G row: Connect Midstream, LLC
Showing 1-6 of 15 holder rows.
Quick read
Connect Midstream, LLC leads the comparable SEC ownership view at 39%.
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 Connect Midstream, LLC's linked filing trail.
Comparable ownership
Top 5
Connect Midstream, LLC
39%
He Zhengxu
8.1%
Invesco Ltd.
7.8%
BlackRock, Inc.
4.9%
Tall Oak Midstream Investments, LLC
3.9%
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 |
|---|---|---|---|---|---|
| Connect Midstream, LLC |
13D/G
3/4/5
10%+ Owner
|
39%
|
$238,672,854
7,891,864 shares
|
+$36,924,101 | 31 Mar 2026 |
| He Zhengxu |
13D/G
|
8.1%
|
$40,320,925
1,511,500 shares
|
+$15,352,096 | 31 Dec 2025 |
| Invesco Ltd. |
13F
13D/G
Company
|
7.8%
from 13D/G
|
$29,314,624
969,399 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
4.9%
from 13D/G
|
$19,637,585
649,391 shares
|
— | 31 Mar 2026 |
| Tall Oak Midstream Investments, LLC |
13D/G
|
3.9%
|
$14,046,743
473,273 shares
|
$0 | 02 Jun 2025 |
| Edward Herring |
3/4/5
Director, 10%+ Owner
|
11%
|
$42,498,698
1,367,397 shares
|
+$37,946,131 | 31 Mar 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
16
Shares
1,285,962
Rows available
16
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
73
Q2 2026 holders
16
Holder diff
-57
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend