Summit Midstream SMC Institutional Ownership

NYSE SMC

$30.65 +0.52 (+1.73%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

73 Institutions

Increased 40 54.8%

Unchanged 15 20.5%

Reduced 18 24.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

40.78%

▼-3.48 pp QoQ

Shares Held by Institutions

5.63Mn

of 13.81Mn outstanding

▲+3.21% QoQ

Shares Outstanding

13.81Mn

8.18Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+175.30K

accumulated since last quarter

Value of Holdings

$169.71Mn

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

Updated Oct 11, 2026

Summit Midstream Corp (NYSE:SMC) appeared in the 13F filings of 73 institutional investors for the quarter ended June 30, 2026.

Collectively, these holders controlled 40.78% of Summit Midstream's outstanding shares in Q2 2026, down from 44.26% in Q1 2026.
Total holdings of Summit Midstream shares rose 3.21% from Q1 2026, and the number of holders rose 23.73% from Q2 2025.
Looking at the 73 holders of SMC individually, 40 added to their positions, 18 reduced their stakes and 15 left their positions unchanged.
Combined, institutional investors held 5.63Mn shares of SMC as of Q2 2026, up 175.3K from the prior quarter and up 1.2Mn from a year earlier.
Invesco Ltd. led 13F holders of SMC with 967.5K shares as of June 30, 2026, or 7.01% of shares outstanding.
Holders that added the most shares of Summit Midstream in Q2 2026 were Deltroit Asset Management (UK) LLP (+107.94K shares), Citadel Advisors LLC (+54.68K shares), Eagle Global Advisors LLC (+36.29K shares), Flat Footed LLC (+34.24K shares) and American Century Companies Inc (+32.7K shares).
Holders that trimmed the most shares of Summit Midstream in Q2 2026 while keeping a position were Ark & TLK Investments, LLC (-53.53K shares), Charles Schwab Investment Management Inc (-51.47K shares), Bank of America Corp (-35.9K shares), Morgan Stanley (-15.48K shares) and Nuveen, LLC (-6.49K shares).
Per Business Quant, the top 10 investors in SMC for the quarter ended June 30, 2026 were Invesco Ltd. (967.5K shares), Deltroit Asset Management (UK) LLP (815K shares), BlackRock, Inc. (658.62K shares), Vanguard Capital Management LLC (511.42K shares), Eagle Global Advisors LLC (263.09K shares), Geode Capital Management, LLC (247.64K shares), State Street Corp (184.55K shares), Flat Footed LLC (158.52K shares), American Century Companies Inc (155.12K shares) and Charles Schwab Investment Management Inc (122.85K shares).

Form 13F Holdings

73 Institutional Holders

Report period 30 Jun, 2026

Total shares held 5.63Mn

Of outstanding 40.78%

#	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
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
20	FARALLON CAPITAL MANAGEMENT, L.L.C.	0000909661	58,214	0.42%	0	0.00%	$1.66Mn

Showing 1 to 20 of 73 holders