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, 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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 110 | $1.00K | 0.00% | −2,274−95.4% | Reduced |
| Barclays PLC | 151 | $2.00K | 0.00% | −136,958−99.9% | Reduced |
| Selective Wealth Management, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Captrust Financial Advisors | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $8.00K | 0.00% | +600 | New |
| TCI Wealth Advisors, Inc. | 700 | $9.00K | 0.00% | +700 | New |
| American Portfolios Advisors | 1,204 | $15.9K | 0.00% | −25−2.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,400 | $18.0K | 0.01% | +1,400 | New |
| Bank of America Corp | 1,500 | $20.0K | 0.00% | −1,378−47.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,654 | $21.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,195 | $29.0K | 0.00% | −100−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,530 | $33.0K | 0.00% | +2,530 | New |
| Acadian Asset Management LLC | 3,210 | $42.0K | 0.00% | +3,210 | New |
| FinTrust Capital Advisors, LLC | 4,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 8,853 | $116.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 9,014 | $119.0K | 0.02% | +1,224+15.7% | Added |
| Future Financial Wealth Managment LLC | 8,000 | $120.0K | 0.10% | +8,000 | New |
| Advisor Group Holdings, Inc. | 9,467 | $124.0K | 0.00% | −976−9.3% | Reduced |
| Accel Wealth Management | 10,000 | $132.0K | 0.06% | −306−3.0% | Reduced |
| GWM Advisors LLC | 11,684 | $154.0K | 0.00% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 12,000 | $158.0K | 0.15% | +12,000 | New |
| Advisor Resource Council | 12,060 | $159.0K | 0.01% | +12,060 | New |
| Wedbush Securities Inc | 13,802 | $182.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,331 | $189.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,851 | $196.0K | 0.00% | −1,600−9.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,145 | $200.0K | 0.00% | +15,145 | New |
| Ameritas Advisory Services, LLC | 15,350 | $203.0K | 0.01% | +15,350 | New |
| HRT Financial LP | 15,734 | $207.0K | 0.00% | +15,734 | New |
| Truist Financial Corp | 20,129 | $266.0K | 0.00% | −1,571−7.2% | Reduced |
| J.W. Cole Advisors, Inc. | 21,800 | $288.0K | 0.02% | +11,100+103.7% | Added |
| Cutler Group LP | 22,558 | $297.0K | 0.02% | +11,817+110.0% | Added |
| Advisory Services Network, LLC | 22,800 | $301.0K | 0.01% | −7,200−24.0% | Reduced |
| PEAK6 Investments LLC | 27,973 | $369.0K | 0.01% | +27,973 | New |
| Independent Advisor Alliance | 29,460 | $389.0K | 0.02% | +4,150+16.4% | Added |
| Jump Financial, LLC | 30,000 | $396.0K | 0.02% | +20,000+200.0% | Added |
| Jane Street Group, LLC | 31,463 | $415.0K | 0.00% | +13,912+79.3% | Added |
| Commonwealth Equity Services, LLC | 36,294 | $479.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 41,560 | $549.0K | 0.03% | +3,319+8.7% | Added |
| Brown Advisory Inc | 41,960 | $554.0K | 0.00% | +8,778+26.5% | Added |
| Plancorp, LLC | 45,000 | $594.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 46,797 | $599.0K | 0.01% | +29,017+163.2% | Added |
| Creative Planning | 47,683 | $629.0K | 0.00% | +100+0.2% | Added |
| Geode Capital Management, LLC | 49,250 | $650.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 51,301 | $677.0K | 0.00% | −15,373−23.1% | Reduced |
| Bank of Montreal | 58,500 | $760.0K | 0.00% | +58,500 | New |
| Column Capital Advisors, LLC | 65,000 | $858.0K | 0.17% | +18,455+39.6% | Added |
| FMR LLC | 84,468 | $1.11M | 0.00% | +84,468 | New |
| Simplex Trading, LLC | 87,851 | $1.16M | 0.04% | −34,350−28.1% | Reduced |
| Belvedere Trading LLC | 86,547 | $1.21M | 0.29% | +47,378+121.0% | Added |
| UBS Group AG | 94,369 | $1.25M | 0.00% | +73,314+348.2% | Added |
| LPL Financial LLC | 120,625 | $1.59M | 0.00% | +3,118+2.7% | Added |
| Linscomb & Williams, Inc. | 144,274 | $1.90M | 0.09% | −150−0.1% | Reduced |
| Bluefin Capital Management, LLC | 156,108 | $2.06M | 0.16% | +156,108 | New |
| SG3 Management, LLC | 169,625 | $2.24M | 0.23% | +169,625 | New |
| Group One Trading, L.P. | 208,902 | $2.76M | 0.05% | +85,063+68.7% | Added |
| Springhouse Capital Management, LP | 209,139 | $2.76M | 1.96% | −89,367−29.9% | Reduced |
| Citadel Advisors LLC | 220,063 | $2.90M | 0.00% | +137,601+166.9% | Added |
| Royal Bank of Canada | 227,794 | $3.01M | 0.00% | +1,741+0.8% | Added |
| Raymond James & Associates | 267,575 | $3.53M | 0.00% | +56,514+26.8% | Added |
| Barnett & Company, Inc. | 305,982 | $4.04M | 2.82% | 00.0% | Unchanged |
| Windsor Group LTD | 266,830 | $4.04M | 0.74% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 362,900 | $4.79M | 0.00% | −340,549−48.4% | Reduced |
| Morgan Stanley | 377,865 | $4.99M | 0.00% | +302,751+403.1% | Added |
| TD Waterhouse Canada Inc. | 320,844 | $5.27M | 0.05% | +320,844 | New |
| Susquehanna International Group, LLP | 608,805 | $8.04M | 0.01% | +175,433+40.5% | Added |
| Evermore Global Advisors, LLC | 1,672,349 | $22.1M | 27.35% | −675,127−28.8% | Reduced |
| Knott David M Jr | 3,952,000 | $52.2M | 19.73% | +3,952,000 | New |
| Adams Asset Advisors, LLC | 5,222,003 | $68.9M | 12.55% | +72,785+1.4% | Added |
| 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 |