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, Q1 2022
Institutional positions in Calumet, Inc. as of Mar 31, 2022. 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
- 61
- −8 vs. Q4 2021
- Shares held
- 16.9M
- +837.5K (+5.2%) vs. Q4 2021
- Total value
- $230.0M
- +$16.6M (+7.8%) vs. Q4 2021
- New holders
- 7
- 13 more added
- Sold out
- 15
- 20 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 5,224,715 | $71.1M | 10.45% | +2,712+0.1% | Added |
| Knott David M Jr | 4,392,500 | $59.8M | 20.52% | +440,500+11.1% | Added |
| Evermore Global Advisors, LLC | 1,672,349 | $22.8M | 28.09% | 00.0% | Unchanged |
| FMR LLC | 973,341 | $13.2M | 0.00% | +888,873+1,052.3% | Added |
| Brown Advisory Inc | 792,581 | $10.8M | 0.02% | +750,621+1,788.9% | Added |
| Susquehanna International Group, LLP | 456,564 | $6.21M | 0.01% | −152,241−25.0% | Reduced |
| TD Waterhouse Canada Inc. | 304,506 | $4.45M | 0.04% | −16,338−5.1% | Reduced |
| Raymond James & Associates | 308,055 | $4.19M | 0.00% | +40,480+15.1% | Added |
| Barnett & Company, Inc. | 306,582 | $4.17M | 2.96% | +600+0.2% | Added |
| Goldman Sachs Group Inc | 305,765 | $4.16M | 0.00% | −57,135−15.7% | Reduced |
| Bienville Capital Management, LLC | 252,814 | $3.44M | 1.71% | +252,814 | New |
| Royal Bank of Canada | 225,802 | $3.07M | 0.00% | −1,992−0.9% | Reduced |
| Springhouse Capital Management, LP | 209,139 | $2.85M | 1.87% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 144,274 | $1.96M | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 134,748 | $1.83M | 0.00% | +14,123+11.7% | Added |
| Morgan Stanley | 128,348 | $1.75M | 0.00% | −249,517−66.0% | Reduced |
| Windsor Group LTD | 120,878 | $1.58M | 0.29% | −145,952−54.7% | Reduced |
| Citadel Advisors LLC | 103,503 | $1.41M | 0.00% | −116,560−53.0% | Reduced |
| UBS Group AG | 97,580 | $1.33M | 0.00% | +3,211+3.4% | Added |
| PEAK6 Investments LLC | 70,757 | $963.0K | 0.03% | +42,784+152.9% | Added |
| Column Capital Advisors, LLC | 65,000 | $885.0K | 0.16% | 00.0% | Unchanged |
| Wells Fargo & Company | 49,503 | $674.0K | 0.00% | −1,798−3.5% | Reduced |
| Geode Capital Management, LLC | 49,250 | $670.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 47,683 | $649.0K | 0.00% | 00.0% | Unchanged |
| Plancorp, LLC | 45,000 | $612.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 41,561 | $566.0K | 0.03% | +10.0% | Added |
| Independent Advisor Alliance | 33,342 | $454.0K | 0.02% | +3,882+13.2% | Added |
| Commonwealth Equity Services, LLC | 26,399 | $359.0K | 0.00% | −9,895−27.3% | Reduced |
| Citigroup Inc | 25,289 | $344.0K | 0.00% | +16,436+185.7% | Added |
| Jump Financial, LLC | 23,230 | $316.0K | 0.01% | −6,770−22.6% | Reduced |
| Group One Trading, L.P. | 21,546 | $293.0K | 0.01% | −187,356−89.7% | Reduced |
| Cutler Group LP | 21,051 | $286.0K | 0.03% | −1,507−6.7% | Reduced |
| Truist Financial Corp | 20,129 | $274.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 16,950 | $231.0K | 0.02% | −4,850−22.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,600 | $226.0K | 0.00% | +16,600 | New |
| Advisory Services Network, LLC | 15,250 | $208.0K | 0.01% | −7,550−33.1% | Reduced |
| Stifel Financial Corp | 14,851 | $202.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,306 | $195.0K | 0.00% | −17,157−54.5% | Reduced |
| Wedbush Securities Inc | 13,637 | $186.0K | 0.01% | −165−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,331 | $181.0K | 0.00% | −1,000−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 11,796 | $160.0K | 0.00% | +2,329+24.6% | Added |
| GWM Advisors LLC | 11,684 | $159.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,450 | $156.0K | 0.01% | −3,900−25.4% | Reduced |
| Accel Wealth Management | 10,000 | $136.0K | 0.07% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 8,000 | $109.0K | 0.09% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 7,943 | $108.0K | 0.03% | −1,071−11.9% | Reduced |
| Covestor Ltd | 5,651 | $77.0K | 0.05% | +5,651 | New |
| FinTrust Capital Advisors, LLC | 4,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 4,165 | $54.0K | 0.04% | +4,165 | New |
| Spire Wealth Management | 1,900 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,400 | $19.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,204 | $16.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,004 | $14.0K | 0.00% | −1,526−60.3% | Reduced |
| CWM, LLC | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 440 | $6.00K | 0.00% | +440 | New |
| Salem Investment Counselors Inc | 300 | $4.00K | 0.00% | +300 | New |
| JPMorgan Chase & Co | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 100 | $1.00K | 0.00% | +100 | New |
| SG3 Management, LLC | 0 | $0 | 0.00% | −169,625−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −156,108−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −86,547−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87,851−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −58,500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −46,797−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,734−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −15,145−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,060−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |