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, 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 |
|---|---|---|---|---|---|
| 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 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 780 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,100 | $8.70K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,229 | $9.72K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,900 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,295 | $18.0K | 0.00% | −1,350−37.0% | Reduced |
| JPMorgan Chase & Co | 2,384 | $19.0K | 0.00% | +21+0.9% | Added |
| Bank of America Corp | 2,878 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,000 | $47.5K | 0.00% | −2,500−29.4% | Reduced |
| Dorsey Wright & Associates | 7,790 | $62.0K | 0.01% | +612+8.5% | Added |
| Citigroup Inc | 8,853 | $70.0K | 0.00% | −45,876−83.8% | Reduced |
| Jump Financial, LLC | 10,000 | $79.0K | 0.01% | −4,600−31.5% | 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 |
| Cutler Group LP | 10,741 | $84.0K | 0.01% | −6,330−37.1% | Reduced |
| J.W. Cole Advisors, Inc. | 10,700 | $85.0K | 0.01% | +10,700 | New |
| GWM Advisors LLC | 11,684 | $92.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,802 | $109.0K | 0.01% | −6,800−33.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,331 | $113.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 15,000 | $119.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Danda Trouve Investment Management, Inc. | 16,889 | $134.0K | 0.16% | −485−2.8% | Reduced |
| Wolverine Trading, LLC | 17,780 | $135.0K | 0.00% | −24,814−58.3% | Reduced |
| Jane Street Group, LLC | 17,551 | $139.0K | 0.00% | −134,587−88.5% | Reduced |
| UBS Group AG | 21,055 | $167.0K | 0.00% | −2,855−11.9% | Reduced |
| Truist Financial Corp | 21,700 | $172.0K | 0.00% | −1,694−7.2% | Reduced |
| Independent Advisor Alliance | 25,310 | $200.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30,000 | $237.0K | 0.01% | +30,000 | New |
| Brown Advisory Inc | 33,182 | $262.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,294 | $287.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 38,241 | $302.0K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 45,000 | $356.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 46,545 | $368.0K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 47,583 | $376.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 49,250 | $389.0K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 39,169 | $412.0K | 0.11% | +39,169 | New |
| Wells Fargo & Company | 66,674 | $527.0K | 0.00% | −28,863−30.2% | Reduced |
| Morgan Stanley | 75,114 | $594.0K | 0.00% | −91,188−54.8% | Reduced |
| Citadel Advisors LLC | 82,462 | $652.0K | 0.00% | −44,508−35.1% | Reduced |
| Simplex Trading, LLC | 122,201 | $881.0K | 0.03% | +990+0.8% | Added |
| LPL Financial LLC | 117,507 | $929.0K | 0.00% | −11,278−8.8% | Reduced |
| Group One Trading, L.P. | 123,839 | $980.0K | 0.02% | −35,375−22.2% | Reduced |
| Barclays PLC | 137,109 | $1.08M | 0.00% | +136,300+16,848.0% | Added |
| Linscomb & Williams, Inc. | 144,424 | $1.14M | 0.06% | 00.0% | Unchanged |
| Raymond James & Associates | 211,061 | $1.67M | 0.00% | +59,809+39.5% | Added |
| Royal Bank of Canada | 226,053 | $1.79M | 0.00% | +2,718+1.2% | Added |
| Windsor Group LTD | 266,830 | $2.14M | 0.45% | +3,535+1.3% | Added |
| Springhouse Capital Management, LP | 298,506 | $2.36M | 2.23% | −58,216−16.3% | Reduced |
| Barnett & Company, Inc. | 305,982 | $2.42M | 1.82% | −13,700−4.3% | Reduced |
| Susquehanna International Group, LLP | 433,372 | $3.43M | 0.00% | −1,662−0.4% | Reduced |
| Goldman Sachs Group Inc | 703,449 | $5.56M | 0.00% | +23,887+3.5% | Added |
| Caption Management, LLC | 769,900 | $6.09M | 0.40% | +58,006+8.1% | Added |
| Evermore Global Advisors, LLC | 2,347,476 | $18.6M | 21.79% | 00.0% | Unchanged |
| Knott David M | 3,567,500 | $28.2M | 11.76% | +414,200+13.1% | Added |
| Adams Asset Advisors, LLC | 5,149,218 | $40.7M | 8.20% | +533,994+11.6% | Added |
| 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 |