SMC Institutional Ownership & Shareholders
Summit Midstream Corp (SMC) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $158.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of SMC tracked by InsiderSet, reporting ownership valued at approximately $27.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.58M, representing an estimated gain of +3.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed SMC value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Deltroit Asset Management (Uk) Llp, Blackrock, Inc., and several other long-term asset managers with concentrated positions in Summit Midstream Corp (SMC).
This page ranks the largest institutional SMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
73
Total Reported Value
$158.34M
Largest Holder
Invesco Ltd.
Largest Position
$27.55M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.00% | 967,503 | $27,554,486 | $28,580,039 | +$1,025,553 | +3.72% | |
| Deltroit Asset Management (Uk) Llp | 3.78% | 815,000 | $23,211,200 | $24,075,100 | +$863,900 | +3.72% | |
| Blackrock, Inc. | 0.00% | 658,624 | $18,757,612 | $19,455,753 | +$698,141 | +3.72% | |
| Vanguard Capital Management Llc | 0.00% | 511,424 | $14,565,356 | $15,107,465 | +$542,109 | +3.72% | |
| Eagle Global Advisors Llc | 0.26% | 260,354 | $7,870,501 | $7,690,857 | -$179,644 | -2.28% | |
| Geode Capital Management, Llc | 0.00% | 247,637 | $7,054,964 | $7,315,197 | +$260,233 | +3.69% | |
| State Street Corp | 0.00% | 184,546 | $5,255,870 | $5,451,489 | +$195,619 | +3.72% | |
| Flat Footed Llc | 0.78% | 158,517 | $4,514,564 | $4,682,592 | +$168,028 | +3.72% | |
| American Century Companies Inc | 0.00% | 155,119 | $4,417,789 | $4,582,215 | +$164,426 | +3.72% | |
| Charles Schwab Investment Management Inc | 0.00% | 122,853 | $3,498,853 | $3,629,078 | +$130,225 | +3.72% | |
| Bridgeway Capital Management, Llc | 0.06% | 119,553 | $3,404,869 | $3,531,596 | +$126,727 | +3.72% | |
| Bank Of America Corp | 0.00% | 118,636 | $3,378,753 | $3,504,507 | +$125,754 | +3.72% | |
| Empowered Funds, Llc | 0.01% | 91,553 | $2,607,429 | $2,704,476 | +$97,047 | +3.72% | |
| Liberty Mutual Group Asset Management Inc. | 0.21% | 84,840 | $2,416,243 | $2,506,174 | +$89,931 | +3.72% | |
| Morgan Stanley | 0.00% | 80,761 | $2,300,073 | $2,385,680 | +$85,607 | +3.72% | |
| Northern Trust Corp | 0.00% | 75,675 | $2,155,225 | $2,235,440 | +$80,215 | +3.72% | |
| Vanguard Fiduciary Trust Co | 0.00% | 68,641 | $1,954,896 | $2,027,655 | +$72,759 | +3.72% | |
| Citadel Advisors Llc | 0.00% | 63,910 | $1,820,156 | $1,887,901 | +$67,745 | +3.72% | |
| Vanguard Portfolio Management Llc | 0.00% | 59,760 | $1,701,965 | $1,765,310 | +$63,345 | +3.72% | |
| Algert Global Llc | 0.02% | 57,553 | $1,639,109 | $1,700,116 | +$61,007 | +3.72% | |
| Cetera Investment Advisers | 0.00% | 55,433 | $1,578,732 | $1,637,491 | +$58,759 | +3.72% | |
| Summit Financial, Llc | 0.02% | 52,985 | $1,509,013 | $1,565,177 | +$56,164 | +3.72% | |
| Susquehanna International Group, Llp | 0.00% | 47,858 | $1,362,996 | $1,413,725 | +$50,729 | +3.72% | |
| Fractal Investments Llc | 0.15% | 45,000 | $1,360,350 | $1,329,300 | -$31,050 | -2.28% | |
| Ark & Tlk Investments, Llc | 0.32% | 44,234 | $1,337,194 | $1,306,672 | -$30,522 | -2.28% | |
| Jpmorgan Chase & Co | 0.00% | 29,286 | $829,086 | $865,108 | +$36,022 | +4.34% | |
| Jb Capital Partners Lp | 0.12% | 26,165 | $745,179 | $772,914 | +$27,735 | +3.72% | |
| D. E. Shaw & Co., Inc. | 0.00% | 26,037 | $741,534 | $769,133 | +$27,599 | +3.72% | |
| Citigroup Inc | 0.00% | 24,505 | $697,903 | $723,878 | +$25,975 | +3.72% | |
| Xtx Topco Ltd | 0.01% | 22,506 | $640,971 | $664,827 | +$23,856 | +3.72% | |
| Bank Of New York Mellon Corp | 0.00% | 22,370 | $637,096 | $660,810 | +$23,714 | +3.72% | |
| Raymond James Financial Inc | 0.00% | 21,985 | $626,132 | $649,437 | +$23,305 | +3.72% | |
| Millennium Management Llc | 0.00% | 17,858 | $508,596 | $527,525 | +$18,929 | +3.72% | |
| Point72 Asset Management, L.P. | 0.00% | 17,844 | $508,197 | $527,112 | +$18,915 | +3.72% | |
| Odyssean, Llc | 0.07% | 15,717 | $447,620 | $464,280 | +$16,660 | +3.72% | |
| Bnp Paribas Financial Markets | 0.00% | 14,427 | $410,881 | $426,174 | +$15,293 | +3.72% | |
| Nuveen, Llc | 0.00% | 12,468 | $355,089 | $368,305 | +$13,216 | +3.72% | |
| Voleon Capital Management Lp | 0.01% | 11,238 | $320,058 | $331,971 | +$11,913 | +3.72% | |
| Martingale Asset Management L P | 0.01% | 10,838 | $308,667 | $320,155 | +$11,488 | +3.72% | |
| Engineers Gate Manager Lp | 0.00% | 10,711 | $305,049 | $316,403 | +$11,354 | +3.72% | |
| Valeo Financial Advisors, Llc | 0.01% | 9,418 | $284,706 | $278,208 | -$6,498 | -2.28% | |
| Rhumbline Advisers | 0.00% | 9,943 | $283,169 | $293,716 | +$10,547 | +3.72% | |
| Barclays Plc | 0.00% | 9,371 | $266,886 | $276,819 | +$9,933 | +3.72% | |
| Deutsche Bank Ag\ | 0.00% | 8,761 | $249,513 | $258,800 | +$9,287 | +3.72% | |
| Royal Bank Of Canada | 0.00% | 8,658 | $246,000 | $255,757 | +$9,757 | +3.97% | |
| Squarepoint Ops Llc | 0.00% | 8,353 | $237,893 | $246,748 | +$8,855 | +3.72% | |
| Wells Fargo & Company/Mn | 0.00% | 7,520 | $214,169 | $222,141 | +$7,972 | +3.72% | |
| Russell Investments Group, Ltd. | 0.00% | 7,152 | $203,688 | $211,270 | +$7,582 | +3.72% | |
| Metlife Investment Management, Llc | 0.00% | 6,308 | $179,652 | $186,338 | +$6,686 | +3.72% | |
| Ancora Advisors Llc | 0.00% | 5,027 | $143,169 | $148,498 | +$5,329 | +3.72% |
Frequently asked questions about SMC
Who are the largest institutional holders of SMC?
The largest institutional holders of SMC reported in the latest SEC Form 13F filings include Invesco Ltd., Deltroit Asset Management (Uk) Llp, Blackrock, Inc., Vanguard Capital Management Llc, and Eagle Global Advisors Llc. InsiderSet ranks institutional holders by their latest reported SMC position.
What is SMC institutional ownership?
This page tracks SMC positions reported by institutional investment managers through SEC Form 13F. Summit Midstream Corp (SMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMC?
InsiderSet currently tracks 73 institutional managers reporting SMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMC shareholders.
How much SMC stock do institutions own?
Institutional investment managers disclosed approximately $158.34M in SMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMC institutional ownership last updated?
The latest SMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMC position after the reporting date.
Are institutions buying or selling SMC?
Institutional buying and selling can be analyzed by comparing SMC positions across consecutive 13F reporting periods. InsiderSet's SMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMC ownership changes.
How has SMC institutional ownership changed over time?
InsiderSet tracks SMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.