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 2 sales; 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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 460 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 780 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,100 | $7.56K | 0.00% | +1,100 | New |
| American Portfolios Advisors | 1,229 | $8.44K | 0.00% | −350−22.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,654 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,900 | $13.0K | 0.00% | +1,900 | New |
| JPMorgan Chase & Co | 2,363 | $16.0K | 0.00% | +88+3.9% | Added |
| Bank of America Corp | 2,878 | $20.0K | 0.00% | −649−18.4% | Reduced |
| Harbour Investments, Inc. | 3,645 | $25.0K | 0.00% | −290−7.4% | Reduced |
| 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 |
| Dorsey Wright & Associates | 7,178 | $49.0K | 0.01% | +7,178 | New |
| Federation des caisses Desjardins du Quebec | 8,500 | $58.4K | 0.00% | +8,500 | New |
| Accel Wealth Management | 10,306 | $71.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,448 | $72.0K | 0.00% | −30−0.3% | Reduced |
| GWM Advisors LLC | 11,684 | $80.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 12,060 | $83.0K | 0.01% | +12,060 | New |
| Raymond James Financial Services Advisors, Inc. | 14,331 | $98.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,600 | $100.0K | 0.01% | −8,900−37.9% | Reduced |
| Stifel Financial Corp | 14,676 | $101.0K | 0.00% | −1,050−6.7% | Reduced |
| Ameritas Investment Company, LLC | 15,000 | $103.0K | 0.01% | +15,000 | New |
| Valmark Advisers, Inc. | 16,401 | $113.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 17,071 | $117.0K | 0.01% | +12,150+246.9% | Added |
| Danda Trouve Investment Management, Inc. | 17,374 | $119.0K | 0.14% | −273−1.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 20,000 | $137.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,602 | $142.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 23,394 | $161.0K | 0.00% | 00.0% | Unchanged |
| SG3 Management, LLC | 23,484 | $161.0K | 0.07% | +23,484 | New |
| UBS Group AG | 23,910 | $164.0K | 0.00% | −15,820−39.8% | Reduced |
| Independent Advisor Alliance | 25,310 | $174.0K | 0.01% | −600−2.3% | Reduced |
| California Public Employees Retirement System | 25,765 | $177.0K | 0.00% | −99,235−79.4% | Reduced |
| Stratos Wealth Partners, LTD. | 27,405 | $188.0K | 0.00% | +6,218+29.3% | Added |
| Brown Advisory Inc | 33,182 | $228.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,294 | $249.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 38,241 | $263.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 42,594 | $293.0K | 0.01% | +26,251+160.6% | Added |
| Mount Yale Investment Advisors, LLC | 43,000 | $295.0K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 45,000 | $309.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 46,545 | $320.0K | 0.07% | +46,545 | New |
| Creative Planning | 47,583 | $327.0K | 0.00% | −156−0.3% | Reduced |
| Geode Capital Management, LLC | 49,250 | $338.0K | 0.00% | −12,538−20.3% | Reduced |
| Citigroup Inc | 54,729 | $376.0K | 0.00% | −11,855−17.8% | Reduced |
| Wells Fargo & Company | 95,537 | $656.0K | 0.00% | −27,553−22.4% | Reduced |
| Simplex Trading, LLC | 121,211 | $832.0K | 0.03% | +31,372+34.9% | Added |
| Citadel Advisors LLC | 126,970 | $872.0K | 0.00% | −52,144−29.1% | Reduced |
| LPL Financial LLC | 128,785 | $885.0K | 0.00% | −497−0.4% | Reduced |
| Linscomb & Williams, Inc. | 144,424 | $992.0K | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 151,252 | $1.04M | 0.00% | +106,879+240.9% | Added |
| Jane Street Group, LLC | 152,138 | $1.04M | 0.00% | +29,207+23.8% | Added |
| Group One Trading, L.P. | 159,214 | $1.09M | 0.02% | +70,352+79.2% | Added |
| Morgan Stanley | 166,302 | $1.14M | 0.00% | −74,045−30.8% | Reduced |
| Royal Bank of Canada | 223,335 | $1.53M | 0.00% | +13,035+6.2% | Added |
| Windsor Group LTD | 263,295 | $1.81M | 0.39% | −862−0.3% | Reduced |
| Barnett & Company, Inc. | 319,682 | $2.20M | 1.45% | +11,500+3.7% | Added |
| Springhouse Capital Management, LP | 356,722 | $2.45M | 2.22% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 435,034 | $2.99M | 0.00% | +88,796+25.6% | Added |
| Goldman Sachs Group Inc | 679,562 | $4.67M | 0.00% | +188,061+38.3% | Added |
| Caption Management, LLC | 711,894 | $4.89M | 0.44% | +342,905+92.9% | Added |
| Evermore Global Advisors, LLC | 2,347,476 | $16.1M | 14.76% | −45,000−1.9% | Reduced |
| Knott David M | 3,153,300 | $21.7M | 8.35% | +308,300+10.8% | Added |
| Adams Asset Advisors, LLC | 4,615,224 | $31.7M | 6.21% | +60,000+1.3% | Added |
| 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 |