SMC — SUMMIT MIDSTREAM CORPORATION
As of Q2 2026, 22 SEC-registered investment managers reported holding SMC (SUMMIT MIDSTREAM CORPORATION) in their latest 13F filings, with a combined reported value of $74.89M across 2.63M shares. That is -1.7% by share count (-45.20K shares) versus the previous quarter, while reported value moved -7.4%. Ownership is concentrated: the five largest holders account for 80.4% of reported value and the top ten for 94.0%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SMC is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Invesco Ltd history | Q2 2026 | 967.50K | $27.55M | 0.00% | Hold |
| BlackRock Inc history | Q2 2026 | 658.62K | $18.76M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 630.04K | $16.81M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 247.64K | $7.05M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 122.85K | $3.50M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 118.64K | $3.38M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 100.51K | $2.86M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 80.76K | $2.30M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 75.67K | $2.16M | 0.00% | Add |
| Farallon Capital Management history | Q2 2026 | 58.21K | $1.66M | 0.01% | Hold |
| Arrowstreet Capital history | Q2 2025 | 60.82K | $1.49M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 40.72K | $1.16M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 29.29K | $829.09K | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 26.04K | $741.53K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 24.50K | $697.90K | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 22.48K | $679.67K | 0.00% | New |
| BNY Mellon history | Q2 2026 | 22.37K | $637.10K | 0.00% | Add |
| Millennium Management history | Q2 2026 | 17.86K | $508.60K | 0.00% | New |
| Point72 Asset Management history | Q2 2026 | 17.84K | $508.20K | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2025 | 13.99K | $473.99K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 29.29K sh · $829.09K
- Millennium Management 17.86K sh · $508.60K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 22.48K sh · $679.67K
- Goldman Sachs Group sold 13.55K sh · $409.84K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| Invesco Ltd | 953.35K | 953.35K | 957.03K | 965.11K | 968.08K | 971.06K | 969.40K | 967.50K |
| BlackRock Inc | 133.01K | 142.71K | 140.97K | 628.68K | 651.47K | 668.28K | 649.39K | 658.62K |
| Geode Capital Management | 94.55K | 93.53K | 97.06K | 231.44K | 230.57K | 238.06K | 233.02K | 247.64K |
| Charles Schwab Investment Management | — | — | 35.19K | 99.05K | 147.19K | 200.93K | 174.32K | 122.85K |
| Bank of America Corp | 347.20K | 323.17K | 181.49K | 175.99K | 158.92K | 164.76K | 154.54K | 118.64K |
| Citadel Advisors | 29.95K | 47.21K | 56.24K | 88.62K | 65.76K | 48.30K | 120.43K | 100.51K |
| Morgan Stanley | 62.46K | 106.04K | 211.99K | 144.58K | 45.71K | 23.39K | 96.24K | 80.76K |
| Northern Trust Corp | 18.78K | 18.98K | 19.39K | 75.07K | 76.47K | 69.10K | 70.29K | 75.67K |
| Farallon Capital Management | 58.21K | 58.21K | 58.21K | 58.21K | 58.21K | 58.21K | 58.21K | 58.21K |
| Franklin Resources | — | — | — | — | — | — | 21.32K | 40.72K |
| JPMorgan Chase & Co | — | 9.46K | 9.12K | 6.08K | 3.80K | 10.40K | — | 29.29K |
| D. E. Shaw & Co | — | — | — | — | — | — | 21.76K | 26.04K |
| Citigroup Inc | 15.73K | 33.26K | 1.70K | 3.47K | 310 | 4.43K | 21.78K | 24.50K |
| BNY Mellon | — | — | — | 22.75K | 23.94K | 22.71K | 21.35K | 22.37K |
| Millennium Management | 6.95K | 48.61K | 204.26K | 38.12K | — | — | — | 17.86K |
| Point72 Asset Management | — | — | — | 54.33K | 100.00K | 98.32K | 18.44K | 17.84K |
| Deutsche Bank AG | — | — | — | 6.56K | — | 6.96K | 1.79K | 8.76K |
| Wells Fargo & Co | 500 | — | — | 6.35K | 7.22K | 10.56K | 3.27K | 7.52K |
| Fidelity Management & Research (FMR) | — | — | — | 90 | 295 | 706 | 888 | 2.03K |
| UBS Group AG | 1.61K | 50 | 8.88K | 20.36K | 7.16K | 18.99K | 1.51K | 1.20K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details