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, Q4 2021
Institutional positions in Calumet, Inc. as of Dec 31, 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
- 70
- +12 vs. Q3 2021
- Shares held
- 16.0M
- +3.82M (+31.2%) vs. Q3 2021
- Total value
- $213.4M
- +$116.6M (+120.5%) vs. Q3 2021
- New holders
- 20
- 21 more added
- Sold out
- 8
- 16 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 5,222,003 | $68.9M | 12.55% | +72,785+1.4% | Added |
| Knott David M Jr | 3,952,000 | $52.2M | 19.73% | +3,952,000 | New |
| Evermore Global Advisors, LLC | 1,672,349 | $22.1M | 27.35% | −675,127−28.8% | Reduced |
| Susquehanna International Group, LLP | 608,805 | $8.04M | 0.01% | +175,433+40.5% | Added |
| TD Waterhouse Canada Inc. | 320,844 | $5.27M | 0.05% | +320,844 | New |
| Morgan Stanley | 377,865 | $4.99M | 0.00% | +302,751+403.1% | Added |
| Goldman Sachs Group Inc | 362,900 | $4.79M | 0.00% | −340,549−48.4% | Reduced |
| Windsor Group LTD | 266,830 | $4.04M | 0.74% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 305,982 | $4.04M | 2.82% | 00.0% | Unchanged |
| Raymond James & Associates | 267,575 | $3.53M | 0.00% | +56,514+26.8% | Added |
| Royal Bank of Canada | 227,794 | $3.01M | 0.00% | +1,741+0.8% | Added |
| Citadel Advisors LLC | 220,063 | $2.90M | 0.00% | +137,601+166.9% | Added |
| Springhouse Capital Management, LP | 209,139 | $2.76M | 1.96% | −89,367−29.9% | Reduced |
| Group One Trading, L.P. | 208,902 | $2.76M | 0.05% | +85,063+68.7% | Added |
| SG3 Management, LLC | 169,625 | $2.24M | 0.23% | +169,625 | New |
| Bluefin Capital Management, LLC | 156,108 | $2.06M | 0.16% | +156,108 | New |
| Linscomb & Williams, Inc. | 144,274 | $1.90M | 0.09% | −150−0.1% | Reduced |
| LPL Financial LLC | 120,625 | $1.59M | 0.00% | +3,118+2.7% | Added |
| UBS Group AG | 94,369 | $1.25M | 0.00% | +73,314+348.2% | Added |
| Belvedere Trading LLC | 86,547 | $1.21M | 0.29% | +47,378+121.0% | Added |
| Simplex Trading, LLC | 87,851 | $1.16M | 0.04% | −34,350−28.1% | Reduced |
| FMR LLC | 84,468 | $1.11M | 0.00% | +84,468 | New |
| Column Capital Advisors, LLC | 65,000 | $858.0K | 0.17% | +18,455+39.6% | Added |
| Bank of Montreal | 58,500 | $760.0K | 0.00% | +58,500 | New |
| Wells Fargo & Company | 51,301 | $677.0K | 0.00% | −15,373−23.1% | Reduced |
| Geode Capital Management, LLC | 49,250 | $650.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 47,683 | $629.0K | 0.00% | +100+0.2% | Added |
| Wolverine Trading, LLC | 46,797 | $599.0K | 0.01% | +29,017+163.2% | Added |
| Plancorp, LLC | 45,000 | $594.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 41,960 | $554.0K | 0.00% | +8,778+26.5% | Added |
| Valeo Financial Advisors, LLC | 41,560 | $549.0K | 0.03% | +3,319+8.7% | Added |
| Commonwealth Equity Services, LLC | 36,294 | $479.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,463 | $415.0K | 0.00% | +13,912+79.3% | Added |
| Jump Financial, LLC | 30,000 | $396.0K | 0.02% | +20,000+200.0% | Added |
| Independent Advisor Alliance | 29,460 | $389.0K | 0.02% | +4,150+16.4% | Added |
| PEAK6 Investments LLC | 27,973 | $369.0K | 0.01% | +27,973 | New |
| Advisory Services Network, LLC | 22,800 | $301.0K | 0.01% | −7,200−24.0% | Reduced |
| Cutler Group LP | 22,558 | $297.0K | 0.02% | +11,817+110.0% | Added |
| J.W. Cole Advisors, Inc. | 21,800 | $288.0K | 0.02% | +11,100+103.7% | Added |
| Truist Financial Corp | 20,129 | $266.0K | 0.00% | −1,571−7.2% | Reduced |
| HRT Financial LP | 15,734 | $207.0K | 0.00% | +15,734 | New |
| Ameritas Advisory Services, LLC | 15,350 | $203.0K | 0.01% | +15,350 | New |
| Cambridge Investment Research Advisors, Inc. | 15,145 | $200.0K | 0.00% | +15,145 | New |
| Stifel Financial Corp | 14,851 | $196.0K | 0.00% | −1,600−9.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,331 | $189.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,802 | $182.0K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 12,060 | $159.0K | 0.01% | +12,060 | New |
| Boulder Hill Capital Management LP | 12,000 | $158.0K | 0.15% | +12,000 | New |
| GWM Advisors LLC | 11,684 | $154.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10,000 | $132.0K | 0.06% | −306−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 9,467 | $124.0K | 0.00% | −976−9.3% | Reduced |
| Future Financial Wealth Managment LLC | 8,000 | $120.0K | 0.10% | +8,000 | New |
| Dorsey Wright & Associates | 9,014 | $119.0K | 0.02% | +1,224+15.7% | Added |
| Citigroup Inc | 8,853 | $116.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,210 | $42.0K | 0.00% | +3,210 | New |
| Tower Research Capital LLC (TRC) | 2,530 | $33.0K | 0.00% | +2,530 | New |
| Harbour Investments, Inc. | 2,195 | $29.0K | 0.00% | −100−4.4% | Reduced |
| Spire Wealth Management | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,500 | $20.0K | 0.00% | −1,378−47.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,400 | $18.0K | 0.01% | +1,400 | New |
| American Portfolios Advisors | 1,204 | $15.9K | 0.00% | −25−2.0% | Reduced |
| TCI Wealth Advisors, Inc. | 700 | $9.00K | 0.00% | +700 | New |
| CWM, LLC | 600 | $8.00K | 0.00% | +600 | New |
| Captrust Financial Advisors | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Barclays PLC | 151 | $2.00K | 0.00% | −136,958−99.9% | Reduced |
| JPMorgan Chase & Co | 110 | $1.00K | 0.00% | −2,274−95.4% | Reduced |
| Caption Management, LLC | 0 | $0 | 0.00% | −769,900−100.0% | Sold out |
| Danda Trouve Investment Management, Inc. | 0 | $0 | 0.00% | −16,889−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −16,401−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Knott David M | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |