Calumet, Inc.
CLMT- Exchange
- Nasdaq
- Industry
- Petroleum Refining
- SEC CIK
- 0002013745
In the last 90 days, Calumet, Inc. insiders filed 0 open-market purchases and 1 sale; 188 institutions reported holding it in 13F filings for Q2 2026, worth $1.66B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Calumet, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 65
- +4 vs. Q1 2021
- Shares held
- 15.2M
- +1.00M (+7.1%) vs. Q1 2021
- Total value
- $104.2M
- +$17.8M (+20.6%) vs. Q1 2021
- New holders
- 9
- 15 more added
- Sold out
- 5
- 19 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 188 | $1.66B |
| Q1 2026 | 181 | $1.63B |
| Q4 2025 | 140 | $895.1M |
| Q3 2025 | 149 | $827.3M |
| Q2 2025 | 134 | $699.1M |
| Q1 2025 | 129 | $503.5M |
| Q4 2024 | 123 | $813.5M |
| Q3 2024 | 91 | $557.8M |
| Q2 2024 | 69 | $382.2M |
| Q1 2024 | 78 | $337.5M |
| Q4 2023 | 74 | $414.5M |
| Q3 2023 | 69 | $302.7M |
| Q2 2023 | 66 | $253.5M |
| Q1 2023 | 70 | $270.3M |
| Q4 2022 | 72 | $280.9M |
| Q3 2022 | 62 | $214.3M |
| Q2 2022 | 65 | $167.6M |
| Q1 2022 | 61 | $230.0M |
| Q4 2021 | 70 | $213.4M |
| Q3 2021 | 60 | $125.1M |
| Q2 2021 | 65 | $104.2M |
| Q1 2021 | 61 | $86.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 4,615,224 | $31.7M | 6.21% | +60,000+1.3% | Added |
| Knott David M | 3,153,300 | $21.7M | 8.35% | +308,300+10.8% | Added |
| Evermore Global Advisors, LLC | 2,347,476 | $16.1M | 14.76% | −45,000−1.9% | Reduced |
| Caption Management, LLC | 711,894 | $4.89M | 0.44% | +342,905+92.9% | Added |
| Goldman Sachs Group Inc | 679,562 | $4.67M | 0.00% | +188,061+38.3% | Added |
| Susquehanna International Group, LLP | 435,034 | $2.99M | 0.00% | +88,796+25.6% | Added |
| Springhouse Capital Management, LP | 356,722 | $2.45M | 2.22% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 319,682 | $2.20M | 1.45% | +11,500+3.7% | Added |
| Windsor Group LTD | 263,295 | $1.81M | 0.39% | −862−0.3% | Reduced |
| Royal Bank of Canada | 223,335 | $1.53M | 0.00% | +13,035+6.2% | Added |
| Morgan Stanley | 166,302 | $1.14M | 0.00% | −74,045−30.8% | Reduced |
| Group One Trading, L.P. | 159,214 | $1.09M | 0.02% | +70,352+79.2% | Added |
| Jane Street Group, LLC | 152,138 | $1.04M | 0.00% | +29,207+23.8% | Added |
| Raymond James & Associates | 151,252 | $1.04M | 0.00% | +106,879+240.9% | Added |
| Linscomb & Williams, Inc. | 144,424 | $992.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 128,785 | $885.0K | 0.00% | −497−0.4% | Reduced |
| Citadel Advisors LLC | 126,970 | $872.0K | 0.00% | −52,144−29.1% | Reduced |
| Simplex Trading, LLC | 121,211 | $832.0K | 0.03% | +31,372+34.9% | Added |
| Wells Fargo & Company | 95,537 | $656.0K | 0.00% | −27,553−22.4% | Reduced |
| Citigroup Inc | 54,729 | $376.0K | 0.00% | −11,855−17.8% | Reduced |
| Geode Capital Management, LLC | 49,250 | $338.0K | 0.00% | −12,538−20.3% | Reduced |
| Creative Planning | 47,583 | $327.0K | 0.00% | −156−0.3% | Reduced |
| Column Capital Advisors, LLC | 46,545 | $320.0K | 0.07% | +46,545 | New |
| Plancorp, LLC | 45,000 | $309.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 43,000 | $295.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 42,594 | $293.0K | 0.01% | +26,251+160.6% | Added |
| Valeo Financial Advisors, LLC | 38,241 | $263.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,294 | $249.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 33,182 | $228.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 27,405 | $188.0K | 0.00% | +6,218+29.3% | Added |
| California Public Employees Retirement System | 25,765 | $177.0K | 0.00% | −99,235−79.4% | Reduced |
| Independent Advisor Alliance | 25,310 | $174.0K | 0.01% | −600−2.3% | Reduced |
| UBS Group AG | 23,910 | $164.0K | 0.00% | −15,820−39.8% | Reduced |
| Truist Financial Corp | 23,394 | $161.0K | 0.00% | 00.0% | Unchanged |
| SG3 Management, LLC | 23,484 | $161.0K | 0.07% | +23,484 | New |
| Wedbush Securities Inc | 20,602 | $142.0K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 20,000 | $137.0K | 0.03% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 17,374 | $119.0K | 0.14% | −273−1.5% | Reduced |
| Cutler Group LP | 17,071 | $117.0K | 0.01% | +12,150+246.9% | Added |
| Valmark Advisers, Inc. | 16,401 | $113.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 15,000 | $103.0K | 0.01% | +15,000 | New |
| Stifel Financial Corp | 14,676 | $101.0K | 0.00% | −1,050−6.7% | Reduced |
| Jump Financial, LLC | 14,600 | $100.0K | 0.01% | −8,900−37.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,331 | $98.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 12,060 | $83.0K | 0.01% | +12,060 | New |
| GWM Advisors LLC | 11,684 | $80.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,448 | $72.0K | 0.00% | −30−0.3% | Reduced |
| Accel Wealth Management | 10,306 | $71.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,500 | $58.4K | 0.00% | +8,500 | New |
| Dorsey Wright & Associates | 7,178 | $49.0K | 0.01% | +7,178 | New |
| FinTrust Capital Advisors, LLC | 4,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 4,000 | $27.0K | 0.00% | +4,000 | New |
| Harbour Investments, Inc. | 3,645 | $25.0K | 0.00% | −290−7.4% | Reduced |
| Bank of America Corp | 2,878 | $20.0K | 0.00% | −649−18.4% | Reduced |
| JPMorgan Chase & Co | 2,363 | $16.0K | 0.00% | +88+3.9% | Added |
| Spire Wealth Management | 1,900 | $13.0K | 0.00% | +1,900 | New |
| Rockefeller Capital Management L.P. | 1,654 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,229 | $8.44K | 0.00% | −350−22.2% | Reduced |
| Brewin Dolphin Ltd | 1,100 | $7.56K | 0.00% | +1,100 | New |
| Barclays PLC | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 780 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 460 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |