Summit Midstream Corporation
US ˙ NYSE

SecuritySMC / Summit Midstream Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership96,244 shares
Latest Disclosed Value $ 2,910,419
Morgan Stanley reports 311.51% increase in ownership of SMC / Summit Midstream Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 96,244 shares of Summit Midstream Corporation (US:SMC) valued at $2,910,419 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 23,388 shares of Summit Midstream Corporation. This represents a change in shares of 311.51% during the quarter. The current value of the position is $2,893,095 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SUMMIT MIDSTREAM COM 86614G101 96,244 72,856 311.51 2,910 367.09 0.0002
2026-05-27 2025-12-31 13F/A-1 SUMMIT MIDSTREAM COM 86614G101 23,388 -22,322 -48.83 624 -33.58 0.0000
2026-02-13 2025-12-31 13F SUMMIT MIDSTREAM COM 86614G101 23,388 -22,322 624 0.0000
2026-05-27 2025-09-30 13F/A-1 SUMMIT MIDSTREAM COM 86614G101 45,710 -98,871 -68.38 939 -73.55 0.0001
2025-11-14 2025-09-30 13F SUMMIT MIDSTREAM COM 86614G101 45,710 -98,871 939 0.0001
2025-08-15 2025-06-30 13F SUMMIT MIDSTREAM COM 86614G101 144,581 -67,413 -31.80 3,547 -50.64 0.0002
2025-05-15 2025-03-31 13F SUMMIT MIDSTREAM COM 86614G101 211,994 105,950 99.91 7,184 79.33 0.0005
2025-05-15 2024-12-31 13F/A-1 SUMMIT MIDSTREAM COM 86614G101 106,044 43,584 69.78 4,006 83.17 0.0003
2025-02-14 2024-12-31 13F SUMMIT MIDSTREAM COM 86614G101 106,044 43,584 4,006 0.0003
2025-05-14 2024-09-30 13F/A-2 SUMMIT MIDSTREAM COM 86614G101 62,460 62,460 2,188 0.0002
2025-02-14 2024-09-30 13F/A-1 SUMMIT MIDSTREAM COM 86614G101 62,460 62,460 2,188 0.0000
2024-11-14 2024-09-30 13F SUMMIT MIDSTREAM COM 86614G101 62,460 62,460 2,188 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.