Summit Midstream Ownership | Who Owns Summit Midstream?
Summit Midstream Ownership Summary
Summit Midstream is owned by 43.74% institutional investors, 29.84% insiders, and 26.41% retail investors. Invesco is the largest institutional shareholder, holding 7.99% of SMC shares. Invesco SteelPath MLP Income Y is the top mutual fund, with 5.35% of its assets in Summit Midstream shares.
SMC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Summit Midstream | 43.74% | 29.84% | 26.41% |
| Sector | Energy Stocks | 79.40% | 16.36% | 4.25% |
| Industry | Oil & Gas Midstream Stocks | 35.73% | 20.80% | 43.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Invesco | 969.40K | 7.99% | $29.31M |
| Blackrock funding, inc. /de | 649.39K | 5.35% | $19.64M |
| Vanguard group | 630.04K | 5.14% | $16.81M |
| Geode capital management | 233.02K | 1.92% | $7.05M |
| Eagle global advisors | 226.80K | 1.87% | $6.86M |
| State street | 178.61K | 1.47% | $5.40M |
| Charles schwab investment management | 174.32K | 1.44% | $5.27M |
| Flat footed | 124.28K | 1.02% | $3.76M |
| American century companies | 122.42K | 1.01% | $3.70M |
| Bridgeway capital management | 117.80K | 0.97% | $3.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ark & tlk investments | 109.23K | 0.89% | $3.30M |
| Flat footed | 124.28K | 0.41% | $3.76M |
| Eagle global advisors | 226.80K | 0.25% | $6.86M |
| Liberty mutual group asset management | 84.84K | 0.21% | $2.57M |
| Fractal investments | 45.00K | 0.16% | $1.36M |
| Jb capital partners lp | 26.16K | 0.14% | $791.23K |
| Bridgeway capital management | 117.80K | 0.07% | $3.56M |
| Corsair capital management | 11.69K | 0.04% | $240.15K |
| Algert global | 46.71K | 0.02% | $1.41M |
| Summit financial | 52.98K | 0.02% | $1.60M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 122.42K | 0.00% | 82.12K |
| Morgan stanley | 96.24K | 0.00% | 72.86K |
| Vanguard fiduciary trust | 71.41K | 0.00% | 71.41K |
| Jane street group | 42.73K | 0.00% | 34.49K |
| Cetera investment advisers | 56.53K | 0.00% | 28.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Flat footed | 124.28K | 0.41% | -232.29K |
| Virtus fixed income advisers | - | - | -119.75K |
| Ark & tlk investments | 109.23K | 0.89% | -114.29K |
| Virtus investment advisers | - | - | -108.29K |
| Shenkman capital management | - | - | -96.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 71.41K | 0.00% | 71.41K | $2.16M |
| Jacobs levy equity management | 23.44K | 0.00% | 23.44K | $708.92K |
| Raymond james financial | 22.11K | 0.00% | 22.11K | $668.67K |
| D. e. shaw | 21.76K | 0.00% | 21.76K | $658.11K |
| Franklin resources | 21.32K | 0.00% | 21.32K | $644.72K |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -11.00 |
| Advisor group | -18.00 |
| Farther finance advisors | -70.00 |
| Newedge advisors | -73.00 |
| Amalgamated bank | -296.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 75 | 10.29% | 5,307,360 | -8.01% | 43 | 1.97% | 38 | 11.76% | 22 | 15.79% |
| Dec 31, 2025 | 10 | -84.85% | 1,139,267 | -75.84% | 9 | 0.63% | 6 | -82.86% | 3 | -82.35% |
| Sep 30, 2025 | 20 | -66.67% | 1,448,875 | -67.37% | 11 | 0.90% | 7 | -82.05% | 7 | -41.67% |
| Jun 30, 2025 | 63 | -1.56% | 4,654,885 | 4.17% | 38 | 2.64% | 39 | 8.33% | 14 | -17.65% |
| Mar 31, 2025 | 64 | 6.67% | 4,468,459 | 15.35% | 37 | 2.87% | 36 | -5.26% | 17 | 88.89% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco SteelPath MLP Income Y | 738.63K | 5.35% | - |
| Vanguard Total Stock Mkt Idx Inv | 363.90K | 2.63% | -11.22K |
| Invesco SteelPath MLP Select 40 Y | 214.72K | 1.55% | - |
| iShares Russell 2000 ETF | 202.41K | 1.47% | 1.69K |
| Schwab Fundamental U.S. Small CompanyETF | 121.83K | 0.88% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 120.81K | 0.87% | 1.19K |
| Avantis US Small Cap Value ETF | 114.59K | 0.83% | - |
| Fidelity Small Cap Index | 90.37K | 0.65% | 980.00 |
| EA Bridgeway Omni Small-Cap Value ETF | 89.80K | 0.65% | - |
| Eagle Energy Infrastructure I | 81.92K | 0.59% | -20.50K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 19, 2026 | PETERS JERRY L | - | Sell | $320.00K |
| Mar 31, 2026 | Connect Midstream, LLC | - | Buy | $37.95M |
| Aug 28, 2025 | Connect Midstream, LLC | - | Buy | $549.80K |
| Aug 26, 2025 | Connect Midstream, LLC | - | Buy | $1.49M |
| Aug 27, 2025 | Connect Midstream, LLC | - | Buy | $971.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | 1 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 88 |
SMC Ownership FAQ
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