SUMMIT MIDSTREAM CORPORATION (SMC)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
74
Reporting holders
$166.6M
Reported value
1.3%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $27.6M | 967,503 | 0.00% | 8q | HELD |
| Deltroit Asset Management (UK) LLP | $23.2M | 815,000 | 3.34% | 3q | +15.3%+$3.1M |
| BlackRock, Inc. | $18.8M | 658,624 | 0.00% | 8q | +1.4%+$263.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.6M | 511,424 | 0.00% | 2q | +1.0%+$149.6K |
| EAGLE GLOBAL ADVISORS LLC | $7.5M | 263,086 | 0.25% | 8q | +16.0%+$1.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $7.1M | 247,637 | 0.00% | 8q | +6.3%+$416.4K |
| STATE STREET CORP | $5.3M | 184,546 | 0.00% | 7q | +3.3%+$169.1K |
| Flat Footed LLC | $4.5M | 158,517 | 0.35% | 3q | +27.6%+$975.1K |
| AMERICAN CENTURY COMPANIES INC | $4.4M | 155,119 | 0.00% | 7q | +26.7%+$931.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.5M | 122,853 | 0.00% | 6q | -29.5%-$1.5M |
| Sixth Street Partners Management Company, L.P. | $3.5M | 122,853 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.4M | 119,553 | 0.06% | 7q | +1.5%+$50.0K |
| BANK OF AMERICA CORP /DE/ | $3.4M | 118,636 | 0.00% | 8q | -23.2%-$1.0M |
| CITADEL ADVISORS LLC | $2.9M | 63,910 | 0.00% | 8q | +592.2%+$2.4M |
| Empowered Funds, LLC | $2.6M | 91,553 | 0.01% | 7q | +2.0%+$50.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 47,858 | 0.00% | 8q | +107.0%+$1.3M |
| Liberty Mutual Group Asset Management Inc. | $2.4M | 84,840 | 0.21% | 8q | HELD |
| MORGAN STANLEY | $2.3M | 80,761 | 0.00% | 8q | -16.1%-$441.0K |
| NORTHERN TRUST CORP | $2.2M | 75,675 | 0.00% | 8q | +7.7%+$153.3K |
| VANGUARD FIDUCIARY TRUST CO | $2.0M | 68,641 | 0.00% | 2q | -3.9%-$78.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 59,760 | 0.00% | 2q | +20.3%+$287.6K |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $1.7M | 58,214 | 0.01% | 8q | HELD |
| ALGERT GLOBAL LLC | $1.6M | 57,553 | 0.02% | 4q | -38.4%-$1.0M |
| ARK & TLK INVESTMENTS, LLC | $1.6M | 55,705 | 0.39% | 5q | -49.0%-$1.5M |
| Cetera Investment Advisers | $1.6M | 55,433 | 0.00% | 8q | -1.9%-$31.3K |
| Summit Financial, LLC | $1.5M | 52,985 | 0.02% | 4q | HELD |
| Fractal Investments LLC | $1.3M | 45,000 | 0.15% | 8q | HELD |
| FRANKLIN RESOURCES INC | $1.2M | 40,720 | 0.00% | 2q | +91.0%+$552.5K |
| JPMORGAN CHASE & CO | $829.1K | 29,286 | 0.00% | 7q | +26.5%+$173.7K |
| JB CAPITAL PARTNERS LP | $745.2K | 26,165 | 0.12% | 3q | HELD |
| D. E. Shaw & Co., Inc. | $741.5K | 26,037 | 0.00% | 2q | +19.6%+$121.7K |
| CITIGROUP INC | $697.9K | 24,505 | 0.00% | 8q | +12.5%+$77.7K |
| XTX Topco Ltd | $641.0K | 22,506 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $637.1K | 22,370 | 0.00% | 5q | +4.8%+$29.0K |
| RAYMOND JAMES FINANCIAL INC | $626.1K | 21,985 | 0.00% | 2q | -0.6%-$3.6K |
| MILLENNIUM MANAGEMENT LLC | $508.6K | 17,858 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $508.2K | 17,844 | 0.00% | 5q | -3.2%-$17.0K |
| Odyssean, LLC | $447.6K | 15,717 | 0.07% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $410.9K | 14,427 | 0.00% | 7q | -12.2%-$57.1K |
| Nuveen, LLC | $355.1K | 12,468 | 0.00% | 5q | -34.2%-$184.7K |
| Voleon Capital Management LP | $320.1K | 11,238 | 0.01% | 2q | -15.9%-$60.4K |
| MARTINGALE ASSET MANAGEMENT L P | $308.7K | 10,838 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $305.0K | 10,711 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $283.2K | 9,943 | 0.00% | 5q | +38.0%+$78.0K |
| Valeo Financial Advisors, LLC | $268.2K | 9,418 | 0.01% | new | NEW |
| BARCLAYS PLC | $266.9K | 9,371 | 0.00% | 8q | -2.4%-$6.6K |
| DEUTSCHE BANK AG\ | $249.5K | 8,761 | 0.00% | 3q | +390.3%+$198.6K |
| ROYAL BANK OF CANADA | $246.0K | 8,658 | 0.00% | 8q | +5.6%+$13.0K |
| Squarepoint Ops LLC | $237.9K | 8,353 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $214.2K | 7,520 | 0.00% | 5q | +15.0%+$28.0K |
| Russell Investments Group, Ltd. | $203.7K | 7,152 | 0.00% | 4q | +832.5%+$181.8K |
| MetLife Investment Management, LLC | $179.7K | 6,308 | 0.00% | 5q | HELD |
| Ancora Advisors LLC | $143.2K | 5,027 | 0.00% | 7q | HELD |
| Vanguard Global Advisers, LLC | $133.7K | 4,694 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $120.7K | 4,237 | 0.00% | 8q | +1.8%+$2.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | $111.1K | 3,900 | 0.00% | 5q | HELD |
| Police & Firemen's Retirement System of New Jersey | $65.0K | 2,283 | 0.00% | 5q | HELD |
| FMR LLC | $57.7K | 2,027 | 0.00% | 5q | +128.3%+$32.4K |
| Tower Research Capital LLC (TRC) | $35.3K | 1,238 | 0.00% | 8q | -2.7% |
| UBS Group AG | $34.1K | 1,199 | 0.00% | 8q | -20.8%-$8.9K |
| Legal & General Group Plc | $25.9K | 908 | 0.00% | 5q | +23.4%+$4.9K |
| Ameritas Investment Partners, Inc. | $20.2K | 708 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $8.9K | 312 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $8.5K | 297 | 0.00% | 4q | +36.9%+$2.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.0K | 280 | 0.00% | 4q | HELD |
| Sterling Capital Management LLC | $5.2K | 181 | 0.00% | 5q | -36.9%-$3.0K |
| JONES FINANCIAL COMPANIES LLLP | $4.0K | 135 | 0.00% | 3q | HELD |
| GAMMA Investing LLC | $3.4K | 119 | 0.00% | 4q | -15.0% |
| Quarry LP | $2.4K | 83 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $484 | 17 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $427 | 15 | 0.00% | 2q | HELD |
| SIMPLEX TRADING, LLC | $398 | 14 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $199 | 7 | 0.00% | 3q | HELD |
| Allworth Financial LP | $29 | 1 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $4 | 166 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | $166.6M | 5,771,080 | 12 | 28 | 17 | 1.3% |
| Q1 2026 | 75 | $174.1M | 5,498,745 | 13 | 21 | 25 | 5.3% |
| Q4 2025 | 65 | $155.3M | 5,823,886 | 10 | 20 | 16 | 0.7% |
| Q3 2025 | 63 | $97.7M | 4,752,243 | 12 | 20 | 16 | 1.1% |
| Q2 2025 | 60 | $114.6M | 4,659,361 | 20 | 18 | 13 | 0.2% |
| Q1 2025 | 59 | $151.9M | 4,452,352 | 9 | 26 | 16 | 0.7% |
| Q4 2024 | 56 | $149.1M | 3,890,340 | 24 | 12 | 9 | 1.4% |
| Q3 2024 | 34 | $129.4M | 3,657,109 | 33 | 0 | 0 | 1.0% |