Summit Midstream Partners, LP
Summit Midstream Partners, LP (SMLP) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SMLP · as of Jun 30, 2024
Ownership Breakdown
39
Institutional Holders
▲ 4 vs Q1
$121.88M
Total Inst. Value
▲ $25.06M vs Q1
10.65M
Shares Outstanding
freeFloat 86.95%
3.43M
13F Shares Held
▼ 21,774 vs Q1
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
SMLP largest shareholders · institutional ownership
Q2 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
INVESCO LTD. natural gas transmission | 953.4K | 9.12% | 9.12% | $33.90B | Aug 13, 2024 | — held |
SHENKMAN CAPITAL MANAGEMENT INC natural gas transmission | 470.3K | 4.50% | 4.50% | $16.72B | Aug 8, 2024 | ▼ 113.3K |
BANK OF AMERICA CORP /DE/ natural gas transmission | 357.2K | 3.42% | 3.42% | $12.70B | Aug 14, 2024 | ▼ 70.9K |
GOLDMAN SACHS GROUP INC natural gas transmission | 287.3K | 2.75% | 2.75% | $10.22B | Aug 13, 2024 | ▼ 4.2K |
ARES MANAGEMENT LLC natural gas transmission | 268.6K | 2.57% | 2.57% | $9.55B | Aug 14, 2024 | ▼ 72.7K |
JPMORGAN CHASE & CO natural gas transmission | 177.9K | 1.70% | 1.70% | $6.33B | Dec 26, 2024 | ▼ 72.6K |
MORGAN STANLEY natural gas transmission | 146.2K | 1.40% | 1.40% | $5.20B | May 14, 2025 | ▲ 94.9K |
VIRTUS FUND ADVISERS, LLC natural gas transmission | 108.3K | 1.04% | 1.04% | $3.85B | Aug 14, 2024 | — held |
LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. natural gas transmission | 84.8K | 81.19% | 81.19% | $3.02B | Feb 14, 2025 | — held |
FIRST TRUST ADVISORS LP natural gas transmission | 80.0K | 76.58% | 76.58% | $2.85B | Aug 13, 2024 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2024 vs prior quarter
Q2 2024
11
Increased
+188.0K shares8
New Positions
first time holders12
Decreased
−348.9K shares2
Sold Out
fully exitedNet shares change (top 50)
160.9K
+188.0K / −348.9K
Net new holders
+5
8 new / 2 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SMLP insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
14
Sell transactions
0.00
Buy/Sell ratio
$1M
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 See Remarks. | Aug 1, 2024 | D-Return | 30,239 | — | — | 0 | Form 4 ↗ |
Oates Rommel M. See Remarks. | Aug 1, 2024 | D-Return | 19,375 | — | — | 0 | Form 4 ↗ |
Jacobe James Lee See Remarks. | Aug 1, 2024 | D-Return | 38,891 | — | — | 0 | Form 4 ↗ |
McNally Robert Joseph See Remarks. | Aug 1, 2024 | D-Return | 30,209 | — | — | 0 | Form 4 ↗ |
CLEARY JAMES J See Remarks. | Aug 1, 2024 | D-Return | 30,209 | — | — | 0 | Form 4 ↗ |
Woung-Chapman Marguerite See Remarks. | Aug 1, 2024 | D-Return | 30,209 | — | — | 0 | Form 4 ↗ |
Mault William J. See remarks below. | Aug 1, 2024 | D-Return | 97,929 | — | — | 0 | Form 4 ↗ |
Mault William J. See remarks below. | Aug 1, 2024 | D-Return | 40,282 | — | — | 0 | Form 4 ↗ |
Deneke J Heath See remarks below. | Aug 1, 2024 | D-Return | 327,759 | — | — | 0 | Form 4 ↗ |
Deneke J Heath See remarks below. | Aug 1, 2024 | D-Return | 288,006 | — | — | 0 | 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 Partners, LP (SMLP) is primarily owned by institutional investors, who hold approximately 32.2% of total shares outstanding. Company insiders own approximately 13.05%, while retail and public investors account for the remaining 54.76%.
The largest institutional shareholder of Summit Midstream Partners, LP is INVESCO LTD., holding approximately 953,352 shares — equal to 9.12% of outstanding shares — as of June 30, 2024.
A total of 39 institutional investors currently hold SMLP stock, with a combined institutional value of approximately $121,879,088 as of the most recent 13F filing period.
Frequently asked questions
SMLP ownershipSummit Midstream Partners, LP (SMLP) is primarily owned by institutional investors, who hold approximately 32.2% of shares. The largest shareholder is INVESCO LTD. with a 9.12% stake. Company insiders hold 13.05%. Data sourced from SEC Form 13F as of June 30, 2024.