Who Owns SMC?

Summit Midstream Corp. — Institutional Ownership & 13F Holdings

EnergyNYSE

$30.75

-0.06 (-0.18%)

Market Cap

$369.2M

Shares Outstanding

12,440,200

Institutional Holders

61

Total Inst. Value

$136.5M

% of Float Held

47.1%

QoQ Holder Change

+34

Institutional data as of Q1 2025

New Positions

11

Closed Positions

8

Increased

27

Decreased

15

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Invesco Ltd.$32.4M957,026
2VANGUARD GROUP INC$23.3M687,064
3SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.9M350,412
4MORGAN STANLEY$7.2M211,994
5EAGLE GLOBAL ADVISORS LLC$6.4M188,266
6BANK OF AMERICA CORP /DE/$6.1M181,487
7BlackRock, Inc.$4.8M140,975
8Virtus Investment Advisers, LLCNew$3.7M108,293
9SHENKMAN CAPITAL MANAGEMENT INC$3.5M102,745
10GEODE CAPITAL MANAGEMENT, LLC$3.3M97,055

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Invesco Ltd.+4K$32.4M
VANGUARD GROUP INC+234K$23.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLP+172K$11.9M
MORGAN STANLEY+106K$7.2M
EAGLE GLOBAL ADVISORS LLC+114K$6.4M

Top Sellers

Famous Fund Managers

Related Stocks

Frequently Asked Questions

How many institutional investors hold SMC?

As of Q1 2025, 61 institutional investors report holding SMC (Summit Midstream Corp.) in their 13F filings.

What percentage of Summit Midstream Corp. is owned by institutions?

Institutional investors hold approximately 47.1% of Summit Midstream Corp.'s float as reported in SEC 13F filings.

Which hedge fund owns the most SMC?

The largest institutional holder of SMC is Invesco Ltd. with $32.4M in shares.

Are institutions buying or selling SMC?

This quarter, 11 institutions opened new positions in SMC and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.