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, Q3 2021
Institutional positions in Calumet, Inc. as of Sep 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
- 60
- −3 vs. Q2 2021
- Shares held
- 15.8M
- +647.3K (+4.3%) vs. Q2 2021
- Total value
- $125.1M
- +$20.9M (+20.1%) vs. Q2 2021
- New holders
- 3
- 12 more added
- Sold out
- 6
- 20 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 5,149,218 | $40.7M | 8.20% | +533,994+11.6% | Added |
| Knott David M | 3,567,500 | $28.2M | 11.76% | +414,200+13.1% | Added |
| Evermore Global Advisors, LLC | 2,347,476 | $18.6M | 21.79% | 00.0% | Unchanged |
| Caption Management, LLC | 769,900 | $6.09M | 0.40% | +58,006+8.1% | Added |
| Goldman Sachs Group Inc | 703,449 | $5.56M | 0.00% | +23,887+3.5% | Added |
| Susquehanna International Group, LLP | 433,372 | $3.43M | 0.00% | −1,662−0.4% | Reduced |
| Barnett & Company, Inc. | 305,982 | $2.42M | 1.82% | −13,700−4.3% | Reduced |
| Springhouse Capital Management, LP | 298,506 | $2.36M | 2.23% | −58,216−16.3% | Reduced |
| Windsor Group LTD | 266,830 | $2.14M | 0.45% | +3,535+1.3% | Added |
| Royal Bank of Canada | 226,053 | $1.79M | 0.00% | +2,718+1.2% | Added |
| Raymond James & Associates | 211,061 | $1.67M | 0.00% | +59,809+39.5% | Added |
| Linscomb & Williams, Inc. | 144,424 | $1.14M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 137,109 | $1.08M | 0.00% | +136,300+16,848.0% | Added |
| Group One Trading, L.P. | 123,839 | $980.0K | 0.02% | −35,375−22.2% | Reduced |
| LPL Financial LLC | 117,507 | $929.0K | 0.00% | −11,278−8.8% | Reduced |
| Simplex Trading, LLC | 122,201 | $881.0K | 0.03% | +990+0.8% | Added |
| Citadel Advisors LLC | 82,462 | $652.0K | 0.00% | −44,508−35.1% | Reduced |
| Morgan Stanley | 75,114 | $594.0K | 0.00% | −91,188−54.8% | Reduced |
| Wells Fargo & Company | 66,674 | $527.0K | 0.00% | −28,863−30.2% | Reduced |
| Belvedere Trading LLC | 39,169 | $412.0K | 0.11% | +39,169 | New |
| Geode Capital Management, LLC | 49,250 | $389.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 47,583 | $376.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 46,545 | $368.0K | 0.08% | 00.0% | Unchanged |
| Plancorp, LLC | 45,000 | $356.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 38,241 | $302.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,294 | $287.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 33,182 | $262.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30,000 | $237.0K | 0.01% | +30,000 | New |
| Independent Advisor Alliance | 25,310 | $200.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 21,700 | $172.0K | 0.00% | −1,694−7.2% | Reduced |
| UBS Group AG | 21,055 | $167.0K | 0.00% | −2,855−11.9% | Reduced |
| Jane Street Group, LLC | 17,551 | $139.0K | 0.00% | −134,587−88.5% | Reduced |
| Wolverine Trading, LLC | 17,780 | $135.0K | 0.00% | −24,814−58.3% | Reduced |
| Danda Trouve Investment Management, Inc. | 16,889 | $134.0K | 0.16% | −485−2.8% | Reduced |
| Valmark Advisers, Inc. | 16,401 | $130.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,451 | $130.0K | 0.00% | +1,775+12.1% | Added |
| Ameritas Investment Company, LLC | 15,000 | $119.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,331 | $113.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,802 | $109.0K | 0.01% | −6,800−33.0% | Reduced |
| GWM Advisors LLC | 11,684 | $92.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,700 | $85.0K | 0.01% | +10,700 | New |
| Cutler Group LP | 10,741 | $84.0K | 0.01% | −6,330−37.1% | Reduced |
| Advisor Group Holdings, Inc. | 10,443 | $82.0K | 0.00% | −50.0% | Reduced |
| Accel Wealth Management | 10,306 | $82.0K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,000 | $79.0K | 0.01% | −4,600−31.5% | Reduced |
| Citigroup Inc | 8,853 | $70.0K | 0.00% | −45,876−83.8% | Reduced |
| Dorsey Wright & Associates | 7,790 | $62.0K | 0.01% | +612+8.5% | Added |
| Federation des caisses Desjardins du Quebec | 6,000 | $47.5K | 0.00% | −2,500−29.4% | Reduced |
| FinTrust Capital Advisors, LLC | 4,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 2,878 | $23.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,384 | $19.0K | 0.00% | +21+0.9% | Added |
| Harbour Investments, Inc. | 2,295 | $18.0K | 0.00% | −1,350−37.0% | Reduced |
| Spire Wealth Management | 1,900 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,229 | $9.72K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,100 | $8.70K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 780 | $6.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 460 | $4.00K | 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 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −27,405−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −25,765−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −23,484−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,060−100.0% | Sold out |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |