Summit Midstream Corp
SMC- Exchange
- NYSE
- Industry
- Natural Gas Transmission
- SEC CIK
- 0002024218
In the last 90 days, Summit Midstream Corp insiders filed 0 open-market purchases and 1 sale; 74 institutions reported holding it in 13F filings for Q2 2026, worth $160.9M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Summit Midstream Corp as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 73
- +9 vs. Q4 2025
- Shares held
- 5.46M
- +323.2K (+6.3%) vs. Q4 2025
- Total value
- $165.2M
- +$28.1M (+20.5%) vs. Q4 2025
- New holders
- 15
- 22 more added
- Sold out
- 6
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 74 | $160.9M |
| Q1 2026 | 73 | $165.2M |
| Q4 2025 | 65 | $153.9M |
| Q3 2025 | 64 | $96.9M |
| Q2 2025 | 62 | $114.5M |
| Q1 2025 | 61 | $151.4M |
| Q4 2024 | 59 | $147.9M |
| Q3 2024 | 34 | $128.1M |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Summit Midstream Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 7 | $211 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $454 | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 135 | $4.20K | 0.00% | +35+35.0% | Added |
| GAMMA Investing LLC | 140 | $4.23K | 0.00% | +69+97.2% | Added |
| The PNC Financial Services Group, Inc. | 217 | $6.56K | 0.00% | +54+33.1% | Added |
| UBS Asset Management Americas Inc | 280 | $8.47K | 0.00% | +239+582.9% | Added |
| Sterling Capital Management LLC | 287 | $8.68K | 0.00% | −256−47.1% | Reduced |
| Harbour Investments, Inc. | 312 | $9.44K | 0.00% | +312 | New |
| California State Teachers Retirement System | 476 | $14.4K | 0.00% | −104−17.9% | Reduced |
| Ameritas Investment Partners, Inc. | 708 | $21.4K | 0.00% | −302−29.9% | Reduced |
| Legal & General Group Plc | 736 | $22.3K | 0.00% | −164−18.2% | Reduced |
| Russell Investments Group, Ltd. | 767 | $23.2K | 0.00% | −87−10.2% | Reduced |
| FMR LLC | 888 | $26.9K | 0.00% | +182+25.8% | Added |
| Aquatic Capital Management LLC | 1,214 | $36.7K | 0.00% | −526−30.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,272 | $38.5K | 0.00% | +706+124.7% | Added |
| UBS Group AG | 1,513 | $45.8K | 0.00% | −17,481−92.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,520 | $46.0K | 0.00% | +1,520 | New |
| Deutsche Bank AG | 1,787 | $54.0K | 0.00% | −5,172−74.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,283 | $69.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,269 | $98.9K | 0.00% | −7,289−69.0% | Reduced |
| New York State Common Retirement Fund | 3,900 | $117.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,162 | $125.9K | 0.00% | −320−7.1% | Reduced |
| Vanguard Global Advisers, LLC | 4,694 | $141.9K | 0.00% | +4,694 | New |
| Ancora Advisors, LLC | 5,027 | $152.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 6,308 | $190.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 7,204 | $217.8K | 0.00% | −60−0.8% | Reduced |
| SEI Investments Co | 7,589 | $229.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,200 | $248.0K | 0.00% | −285−3.4% | Reduced |
| Citadel Advisors LLC | 9,233 | $279.2K | 0.00% | −22,663−71.1% | Reduced |
| Barclays PLC | 9,603 | $290.4K | 0.00% | −11,352−54.2% | Reduced |
| Brevan Howard Capital Management LP | 9,710 | $293.6K | 0.00% | +9,710 | New |
| HSBC Holdings PLC | 10,446 | $322.3K | 0.00% | +1,096+11.7% | Added |
| Voleon Capital Management LP | 13,360 | $404.0K | 0.01% | +13,360 | New |
| Goldman Sachs Group Inc | 13,553 | $409.8K | 0.00% | +5,488+68.0% | Added |
| HRT Financial LP | 13,611 | $411.0K | 0.00% | +13,611 | New |
| BNP Paribas Arbitrage, SA | 16,432 | $496.9K | 0.00% | +10,430+173.8% | Added |
| Point72 Asset Management, L.P. | 18,441 | $557.7K | 0.00% | −79,876−81.2% | Reduced |
| Nuveen, LLC | 18,955 | $573.2K | 0.00% | −2,543−11.8% | Reduced |
| Franklin Resources Inc | 21,320 | $644.7K | 0.00% | +21,320 | New |
| Bank of New York Mellon Corp | 21,351 | $645.7K | 0.00% | −1,356−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 21,763 | $658.1K | 0.00% | +21,763 | New |
| Citigroup Inc | 21,777 | $658.5K | 0.00% | +17,346+391.5% | Added |
| Raymond James Financial Inc | 22,112 | $668.7K | 0.00% | +22,112 | New |
| Renaissance Technologies LLC | 22,476 | $679.7K | 0.00% | +22,476 | New |
| Susquehanna International Group, LLP | 23,117 | $699.1K | 0.00% | −27,886−54.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 23,443 | $708.9K | 0.00% | +23,443 | New |
| JPMorgan Chase & Co | 23,149 | $719.5K | 0.00% | +12,752+122.7% | Added |
| JB Capital Partners LP | 26,165 | $791.2K | 0.14% | +3,209+14.0% | Added |
| Jane Street Group, LLC | 42,730 | $1.29M | 0.00% | +34,486+418.3% | Added |
| Fractal Investments LLC | 45,000 | $1.36M | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 46,711 | $1.41M | 0.02% | +1,110+2.4% | Added |
| Vanguard Portfolio Management LLC | 49,660 | $1.50M | 0.00% | +49,660 | New |
| Summit Financial, LLC | 52,985 | $1.60M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 56,533 | $1.71M | 0.00% | +28,840+104.1% | Added |
| Farallon Capital Management, L.L.C. | 58,214 | $1.76M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 70,291 | $2.13M | 0.00% | +1,191+1.7% | Added |
| Vanguard Fiduciary Trust Co | 71,407 | $2.16M | 0.00% | +71,407 | New |
| Liberty Mutual Group Asset Management Inc. | 84,840 | $2.57M | 0.21% | 00.0% | Unchanged |
| Empowered Funds, LLC | 89,796 | $2.72M | 0.02% | +8,037+9.8% | Added |
| Morgan Stanley | 96,244 | $2.91M | 0.00% | +72,856+311.5% | Added |
| ARK & TLK Investments, LLC | 109,234 | $3.30M | 0.90% | −114,291−51.1% | Reduced |
| Bridgeway Capital Management, LLC | 117,796 | $3.56M | 0.07% | +8,037+7.3% | Added |
| American Century Companies Inc | 122,421 | $3.70M | 0.00% | +82,122+203.8% | Added |
| Flat Footed LLC | 124,278 | $3.76M | 1.25% | −232,289−65.1% | Reduced |
| Bank of America Corp | 154,540 | $4.67M | 0.00% | −10,220−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 174,325 | $5.27M | 0.00% | −26,601−13.2% | Reduced |
| State Street Corp | 178,607 | $5.40M | 0.00% | +22,259+14.2% | Added |
| Eagle Global Advisors LLC | 226,798 | $6.86M | 0.25% | +22,976+11.3% | Added |
| Geode Capital Management, LLC | 233,022 | $7.05M | 0.00% | −5,041−2.1% | Reduced |
| Vanguard Capital Management LLC | 506,171 | $15.3M | 0.00% | +506,171 | New |
| BlackRock, Inc. | 649,391 | $19.6M | 0.00% | −18,886−2.8% | Reduced |
| Deltroit Asset Management (UK) LLP | 707,056 | $21.4M | 3.71% | 00.0% | Unchanged |
| Invesco Ltd. | 969,399 | $29.3M | 0.00% | −1,664−0.2% | Reduced |
| Virtus Fixed Income Advisers, LLC | 0 | $0 | 0.00% | −119,749−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −51,053−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,917−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −10,027−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |