Who Owns Summit Midstream Stock?
NYSE: SMCUtilitiesNatural Gas DistributionUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 41.50%
- Held by insiders
- 29.87%
- Institutional holders
- 117
- Institutions 41.5%
- Insiders 29.9%
- Public and other 28.6%
Who owns Summit Midstream stock?
Institutional investors own about 41.5% of Summit Midstream's shares, spread across 117 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 29.87% of SMC.
The largest institutional holders are Invesco Ltd. (7.02%), Deltroit Asset Management (uk) Llp (5.91%) and Blackrock Inc. (4.78%). Together, the top 10 institutions control 29.6% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their SMC positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SMC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Invesco Ltd. | 967.50K | 7.02% | -0.2% |
| Deltroit Asset Management (uk) Llp | 815.00K | 5.91% | +15.3% |
| Blackrock Inc. | 658.62K | 4.78% | +1.4% |
| Vanguard Capital Management LLC | 511.42K | 3.71% | +1.0% |
| Eagle Global Advisors LLC | 263.09K | 1.91% | +16.0% |
| Geode Capital Management, LLC | 247.64K | 1.80% | +6.3% |
| State Street Corporation | 184.55K | 1.34% | +3.3% |
| Flat Footed LLC | 158.52K | 1.15% | +27.6% |
| American Century Companies Inc | 155.12K | 1.13% | +26.7% |
| Charles Schwab Investment Management, Inc. | 122.85K | 0.89% | -29.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SMC
| Fund | Shares | % Held |
|---|---|---|
| AIM Investment Fd.s -Invesco SteelPath MLP Income Fd. | 738.63K | 5.36% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 379.20K | 2.75% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | 214.72K | 1.56% |
| iShares Trust-iShares Russell 2000 ETF | 207.67K | 1.51% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 129.41K | 0.94% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 120.88K | 0.88% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | 105.09K | 0.76% |
| Northern Lights Fund Trust-Eagle Energy Infrastructure Fund | 96.56K | 0.70% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 94.70K | 0.69% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 91.55K | 0.66% |
Frequently asked questions
Who is the largest shareholder of Summit Midstream?
Invesco Ltd. is the largest institutional shareholder of SMC, owning 7.02% of shares outstanding (967.50K shares) as of its latest 13F filing.
What percentage of Summit Midstream is owned by institutions?
Institutions own about 41.5% of SMC shares and 59.2% of the public float.
How much of Summit Midstream do insiders own?
Insiders, such as officers and directors, own about 29.87% of SMC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.