Summit Midstream Corp.
Summit Midstream Corp. (SMC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SMC · as of Sep 30, 2025
Ownership Breakdown
66
Institutional Holders
▲ 2 vs Q2
$96.86M
Total Inst. Value
▼ $17.65M vs Q2
13.81M
Shares Outstanding
freeFloat 66.94%
4.72M
13F Shares Held
▲ 51,568 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SMC largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
INVESCO LTD. natural gas transmission | 968.1K | 7.91% | 7.91% | $19.88B | Nov 13, 2025 | ▲ 3.0K |
BLACKROCK, INC. natural gas transmission | 651.5K | 5.32% | 5.32% | $13.38B | Nov 12, 2025 | ▲ 22.8K |
VANGUARD GROUP INC natural gas transmission | 641.1K | 5.24% | 5.24% | $13.17B | Nov 7, 2025 | ▼ 2.4K |
EAGLE GLOBAL ADVISORS LLC natural gas transmission | 264.2K | 2.16% | 2.16% | $5.43B | Oct 28, 2025 | ▲ 68.9K |
GEODE CAPITAL MANAGEMENT, LLC natural gas transmission | 230.6K | 1.88% | 1.88% | $4.74B | Nov 12, 2025 | ▼ 877 |
BANK OF AMERICA CORP /DE/ natural gas transmission | 158.9K | 1.30% | 1.30% | $3.26B | Feb 3, 2026 | ▼ 17.1K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC natural gas transmission | 147.2K | 1.20% | 1.20% | $3.02B | Nov 10, 2025 | ▲ 48.1K |
STATE STREET CORP natural gas transmission | 133.8K | 1.09% | 1.09% | $2.75B | Nov 14, 2025 | ▲ 16.4K |
VIRTUS FIXED INCOME ADVISERS, LLC natural gas transmission | 119.7K | 97.83% | 97.83% | $2.46B | Nov 12, 2025 | — held |
ARK & TLK INVESTMENTS, LLC natural gas transmission | 112.1K | 91.56% | 91.56% | $2.30B | Oct 31, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+309.1K shares4
New Positions
first time holders18
Decreased
−206.5K shares0
Sold Out
fully exitedNet shares change (top 50)
+102.6K
+309.1K / −206.5K
Net new holders
+6
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SMC insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
2
Sell transactions
0.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
PETERS JERRY L director | May 19, 2026 | Sale | 10,000 | $32.00 | $320.0K | 17.0K | Form 4 ↗ |
PETERS JERRY L director | Apr 20, 2026 | Gift | 3,733 | — | — | 27.0K | Form 4 ↗ |
PETERS JERRY L director | Apr 20, 2026 | Gift | 3,733 | — | — | 0 | Form 4 ↗ |
Connect Midstream, LLC 10 percent owner | Mar 31, 2026 | Purchase | 1,220,918 | $31.08 | $37.95M | 1.37M | Form 4 ↗ |
PETERS JERRY L director | Mar 16, 2026 | Award | 3,733 | — | — | 3.7K | Form 4 ↗ |
Oates Rommel director | Mar 16, 2026 | Award | 3,733 | — | — | 26.2K | Form 4 ↗ |
Stone Carolyn J director | Mar 16, 2026 | Award | 3,733 | — | — | 3.7K | Form 4 ↗ |
Jacobe James Lee director | Mar 16, 2026 | Award | 3,733 | — | — | 45.7K | Form 4 ↗ |
McNally Robert Joseph director | Mar 16, 2026 | Award | 3,733 | — | — | 37.0K | Form 4 ↗ |
CLEARY JAMES J director | Mar 16, 2026 | Award | 3,733 | — | — | 37.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Summit Midstream Corp. (SMC) is primarily owned by institutional investors, who hold approximately 34.1% of total shares outstanding. Company insiders own approximately 33.06%, while retail and public investors account for the remaining 32.80%.
The largest institutional shareholder of Summit Midstream Corp. is INVESCO LTD., holding approximately 968,080 shares — equal to 7.91% of outstanding shares — as of September 30, 2025.
A total of 66 institutional investors currently hold SMC stock, with a combined institutional value of approximately $96,864,130 as of the most recent 13F filing period.
Frequently asked questions
SMC ownershipSummit Midstream Corp. (SMC) is primarily owned by institutional investors, who hold approximately 34.1% of shares. The largest shareholder is INVESCO LTD. with a 7.91% stake. Company insiders hold 33.06%. Data sourced from SEC Form 13F as of September 30, 2025.