SMC · NYSE · Oil & Gas Midstream

Summit Midstream (SMC)

Moves gas, oil, and produced water through U.S. shale-basin systems.

$31.74
After hours+0.03 (+0.09%)
At close$31.71(−0.47%)

13F · 13D/G · Form 4

Institutions28.42%5.77M shares
78 holders · as of Jun 30, 2026
Insiders8.45%1.72M shares
13 holders · as of Jul 6, 2026
Strategic holders38.86%7.89M shares
1 holder · as of Apr 13, 2026
Other24.27%4.93M shares
remainder

20.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (20.31M in the company's Sep 22, 2026 report, 13.81M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Connect Midstream, LLCStrategic10 percent owner
38.86%1.37M · 6.52M Bfiled Apr 13, 2026
Invesco Ltd.Institution
4.76%967,503as of Jun 30, 2026
He ZhengxuInsider
4.61%936,000filed Feb 19, 2025
Deltroit Asset Management (UK) LLPInstitution
4.01%815,000as of Jun 30, 2026
BlackRock, Inc.Institution
3.24%658,624as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.52%511,424as of Jun 30, 2026
J. Heath DenekeInsiderofficer: Chairman, President and CEO
1.74%354,350filed Mar 17, 2026
Eagle Global Advisors LLCInstitution
1.30%263,086as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.22%247,637as of Jun 30, 2026
State Street CorpInstitution
0.91%184,546as of Jun 30, 2026
Flat Footed LLCInstitution
0.78%158,517as of Jun 30, 2026
American Century Companies IncInstitution
0.76%155,119as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.60%122,853as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.60%122,853as of Jun 30, 2026
Bridgeway Capital Management, LLCInstitution
0.59%119,553as of Jun 30, 2026
Bank of America Corp /DE/Institution
0.58%118,636as of Jun 30, 2026
Empowered Funds, LLCInstitution
0.45%91,553as of Jun 30, 2026
William J. MaultInsiderofficer: Executive VP and CFO
0.44%88,694filed Mar 17, 2026
Liberty Mutual Group Asset Management Inc.Institution
0.42%84,840as of Jun 30, 2026
Morgan StanleyInstitution
0.40%80,761as of Jun 30, 2026
Northern Trust CorpInstitution
0.37%75,675as of Jun 30, 2026
James David JohnstonInsiderofficer: Executive VP, GC, CCO and Secy
0.37%75,357filed Jul 6, 2026
Vanguard Fiduciary Trust CoInstitution
0.34%68,641as of Jun 30, 2026
Citadel Advisors LLCInstitution
0.31%63,910as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.29%59,760as of Jun 30, 2026

13F, as of Jun 30, 2026

78 holders · 5.77M shares · 13 new positions · 41 increased · 19 reduced · 10 closed

HolderShares% of companyChg q/qFiled
Invesco Ltd.967.5K4.76%−1.9KAug 14, 2026
Deltroit Asset Management (UK) LLP815.0K4.01%+107.9KAug 14, 2026
BlackRock, Inc.658.6K3.24%+9.2KAug 7, 2026
Vanguard Capital Management LLC511.4K2.52%+5.3KAug 13, 2026
Eagle Global Advisors LLC263.1K1.30%+36.3KJul 30, 2026
Geode Capital Management, LLC247.6K1.22%+14.6KAug 12, 2026
State Street Corp184.5K0.91%+5.9KAug 7, 2026
Flat Footed LLC158.5K0.78%+34.2KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Tailwater Capital LLCincl. Tailwater Energy Fund III LP, Jason H. Downie +2 more39.10%7.89M13DApr 9, 2026
Invesco Ltd.7.80%957.0K13GMay 9, 2025
He Zhengxu5.20%936.0K13GFeb 19, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 2, 2026
James David Johnstonofficer: Executive VP, GC, CCO and Secy
Sale2,600$29.7275,357
May 19, 2026
Jerry L. Petersdirector
Sale10,000$32.0016,979
Mar 31, 2026
Connect Midstream, LLC10 percent owner
Purchase1,220,918$31.081,367,397

House and Senate disclosures

Not reported.