Summit Midstream Ownership | Who Owns Summit Midstream?
Summit Midstream Ownership Summary
Summit Midstream is owned by 11.84% institutional investors, 17.54% insiders, and 70.62% retail investors. Invesco is the largest institutional shareholder, holding 7.91% of SMC shares.
SMC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Summit Midstream | 11.84% | 17.54% | 70.62% |
| Sector | Energy Stocks | 14085.81% | 13.99% | -13999.79% |
| Industry | Oil & Gas Midstream Stocks | 33.47% | 18.16% | 48.37% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Invesco | 968.08K | 7.91% | $19.88M |
| Blackrock funding, inc. /de | 651.47K | 5.32% | $13.38M |
| Vanguard group | 641.12K | 5.24% | $13.17M |
| Eagle global advisors | 264.19K | 2.16% | $5.43M |
| Geode capital management | 230.57K | 1.88% | $4.74M |
| Charles schwab investment management | 147.19K | 1.20% | $3.02M |
| State street | 133.84K | 1.09% | $2.75M |
| Virtus fixed income advisers | 119.75K | 0.98% | $2.46M |
| Ark & tlk investments | 112.08K | 0.92% | $2.30M |
| Bridgeway capital management | 101.81K | 0.83% | $2.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtus fixed income advisers | 119.75K | 1.85% | $2.46M |
| Graham capital wealth management | 58.97K | 1.23% | $1.21M |
| Ark & tlk investments | 112.08K | 0.73% | $2.30M |
| Liberty mutual group asset management | 84.84K | 0.55% | $1.74M |
| Eagle global advisors | 264.19K | 0.21% | $5.43M |
| Shenkman capital management | 96.72K | 0.20% | $1.99M |
| Fractal investments | 45.00K | 0.13% | $924.30K |
| Aventail capital group, lp | 51.05K | 0.05% | $1.05M |
| Bridgeway capital management | 101.81K | 0.04% | $2.09M |
| Corsair capital management | 11.69K | 0.04% | $240.15K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eagle global advisors | 264.19K | 0.21% | 68.89K |
| Summit financial | 52.98K | 0.02% | 52.98K |
| Charles schwab investment management | 147.19K | 0.00% | 48.14K |
| Algert global | 45.67K | 0.02% | 45.67K |
| Point72 asset management | 100.00K | 0.00% | 45.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Virtus investment advisers | - | - | -108.29K |
| Morgan stanley | 45.71K | 0.00% | -98.87K |
| Ares management | - | - | -80.59K |
| Arrowstreet capital, limited partnership | - | - | -60.82K |
| Qube research | - | - | -54.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Summit financial | 52.98K | 0.02% | 52.98K | $1.09M |
| Algert global | 45.67K | 0.02% | 45.67K | $938.00K |
| Aristeia capital | 12.16K | 0.01% | 12.16K | $249.71K |
| Fourthought financial partners | 9.95K | 0.02% | 9.95K | $204.33K |
| Simplex trading | 1.91K | - | 1.91K | $39.00K |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -11.00 |
| Advisor group | -18.00 |
| Newedge advisors | -73.00 |
| Raymond james financial | -140.00 |
| Point72 (difc) | -393.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 62 | 67.57% | 3,915,515 | 7.07% | 36 | 3.12% | 40 | 17.65% | 9 | - |
| Sep 30, 2024 | 37 | - | 3,657,109 | - | 34 | - | 34 | - | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 18, 2025 | PETERS JERRY L | - | Sell | $1.98K |
| Mar 19, 2025 | PETERS JERRY L | - | Sell | $250.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 88 |
| 2024 Q4 | - | 32 |
SMC Ownership FAQ
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