Summit Midstream SMC Institutional Ownership

NYSE SMC

$34.21 -0.17 (-0.49%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

74 Institutions

Increased 41 55.4%

Unchanged 15 20.3%

Reduced 18 24.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

41.67%

▼-2.59 pp QoQ

Shares Held by Institutions

5.76Mn

of 13.81Mn outstanding

▲+8.37% QoQ

Shares Outstanding

13.81Mn

8.06Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

+444.45K

accumulated since last quarter

Value of Holdings

$196.89Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Summit Midstream Corp (NYSE:SMC) showed up in the 13F filings of 74 institutional investors as of June 2026.

These investors collectively held 41.7% of Summit Midstream's outstanding shares in June 2026, down from 44.3% in March 2026.
They increased total shares held in Summit Midstream by 8.37% from last quarter, and the number of investors in SMC increased 21.31% annually.
Among the 74 funds, 41 bought more Summit Midstream shares, 18 sold down, and 15 held their ground.
Altogether, these fund groups held 5.76Mn shares in SMC by June 2026, up by 444.45K shares quarter on quarter, and up 1.26Mn shares year over year.
Invesco Ltd. holds the largest position in SMC at 967.5K shares as of June 30, 2026, or 7.01% of shares outstanding.
The most significant purchases of SMC for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (122.85K), Deltroit Asset Management (UK) LLP (107.94K), CITADEL ADVISORS LLC (54.68K), EAGLE GLOBAL ADVISORS LLC (36.29K), Flat Footed LLC (34.24K).
Leading sellers of Summit Midstream shares for the quarter ending June 2026 were ARK & TLK INVESTMENTS, LLC (53.53K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (51.47K), Bank Of America Corp /De/ (35.9K), Morgan Stanley (15.48K), Nuveen, LLC (6.49K).
Per Business Quant data, the top 10 holders of Summit Midstream for the quarter ending June 2026 are Invesco Ltd. (967.5K), Deltroit Asset Management (UK) LLP (815.0K), BlackRock, Inc. (658.62K), VANGUARD CAPITAL MANAGEMENT LLC (511.42K), EAGLE GLOBAL ADVISORS LLC (263.09K), GEODE CAPITAL MANAGEMENT, LLC (247.64K), State Street Corp (184.55K), Flat Footed LLC (158.52K), AMERICAN CENTURY COMPANIES INC (155.12K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (122.85K).

Form 13F Holdings

74 Institutional Holders

Report period 30 Jun, 2026

Total shares held 5.76Mn

Of outstanding 41.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Invesco Ltd.	0000914208	967,503	7.01%	▼1,896	-0.20%	$27.55Mn
2	Deltroit Asset Management (UK) LLP	0002104766	815,000	5.90%	▲107,944	+15.27%	$23.21Mn
3	BlackRock, Inc.	0002012383	658,624	4.77%	▲9,233	+1.42%	$18.76Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	511,424	3.70%	▲5,253	+1.04%	$14.57Mn
5	EAGLE GLOBAL ADVISORS LLC	0001130787	263,086	1.90%	▲36,288	+16.00%	$7.49Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	247,637	1.79%	▲14,615	+6.27%	$7.05Mn
7	State Street Corp	0000093751	184,546	1.34%	▲5,939	+3.33%	$5.26Mn
8	Flat Footed LLC	0001799456	158,517	1.15%	▲34,239	+27.55%	$4.51Mn
9	AMERICAN CENTURY COMPANIES INC	0000748054	155,119	1.12%	▲32,698	+26.71%	$4.42Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	122,853	0.89%	▼51,472	-29.53%	$3.50Mn
10	Sixth Street Partners Management Company, L.P.	0001812095	122,853	0.89%	▲122,853	0.00%	$3.50Mn
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	119,553	0.87%	▲1,757	+1.49%	$3.40Mn
12	Bank Of America Corp /De/	0000070858	118,636	0.86%	▼35,904	-23.23%	$3.38Mn
13	Empowered Funds, LLC	0001592828	91,553	0.66%	▲1,757	+1.96%	$2.61Mn
14	Liberty Mutual Group Asset Management Inc.	0001533497	84,840	0.61%	0	0.00%	$2.42Mn
15	Morgan Stanley	0000895421	80,761	0.58%	▼15,483	-16.09%	$2.30Mn
16	Northern Trust Corp	0000073124	75,675	0.55%	▲5,384	+7.66%	$2.16Mn
17	VANGUARD FIDUCIARY TRUST CO	0000933478	68,641	0.50%	▼2,766	-3.87%	$1.95Mn
18	CITADEL ADVISORS LLC	0001423053	63,910	0.46%	▲54,677	+592.19%	$1.82Mn
19	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	59,760	0.43%	▲10,100	+20.34%	$1.70Mn

Showing 1 to 20 of 74 holders