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, 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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 100 | $1.00K | 0.00% | +100 | New |
| Salem Investment Counselors Inc | 300 | $4.00K | 0.00% | +300 | New |
| Captrust Financial Advisors | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 440 | $6.00K | 0.00% | +440 | New |
| CWM, LLC | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,004 | $14.0K | 0.00% | −1,526−60.3% | Reduced |
| American Portfolios Advisors | 1,204 | $16.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $22.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,900 | $26.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 5,651 | $77.0K | 0.05% | +5,651 | New |
| Dorsey Wright & Associates | 7,943 | $108.0K | 0.03% | −1,071−11.9% | Reduced |
| Future Financial Wealth Managment LLC | 8,000 | $109.0K | 0.09% | 00.0% | Unchanged |
| Accel Wealth Management | 10,000 | $136.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,450 | $156.0K | 0.01% | −3,900−25.4% | Reduced |
| GWM Advisors LLC | 11,684 | $159.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,796 | $160.0K | 0.00% | +2,329+24.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,331 | $181.0K | 0.00% | −1,000−7.0% | Reduced |
| Wedbush Securities Inc | 13,637 | $186.0K | 0.01% | −165−1.2% | Reduced |
| Jane Street Group, LLC | 14,306 | $195.0K | 0.00% | −17,157−54.5% | Reduced |
| Stifel Financial Corp | 14,851 | $202.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,250 | $208.0K | 0.01% | −7,550−33.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,600 | $226.0K | 0.00% | +16,600 | New |
| J.W. Cole Advisors, Inc. | 16,950 | $231.0K | 0.02% | −4,850−22.2% | Reduced |
| Truist Financial Corp | 20,129 | $274.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 21,051 | $286.0K | 0.03% | −1,507−6.7% | Reduced |
| Group One Trading, L.P. | 21,546 | $293.0K | 0.01% | −187,356−89.7% | Reduced |
| Jump Financial, LLC | 23,230 | $316.0K | 0.01% | −6,770−22.6% | Reduced |
| Citigroup Inc | 25,289 | $344.0K | 0.00% | +16,436+185.7% | Added |
| Commonwealth Equity Services, LLC | 26,399 | $359.0K | 0.00% | −9,895−27.3% | Reduced |
| Independent Advisor Alliance | 33,342 | $454.0K | 0.02% | +3,882+13.2% | Added |
| Valeo Financial Advisors, LLC | 41,561 | $566.0K | 0.03% | +10.0% | Added |
| Plancorp, LLC | 45,000 | $612.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 47,683 | $649.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 49,250 | $670.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 49,503 | $674.0K | 0.00% | −1,798−3.5% | Reduced |
| Column Capital Advisors, LLC | 65,000 | $885.0K | 0.16% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 70,757 | $963.0K | 0.03% | +42,784+152.9% | Added |
| UBS Group AG | 97,580 | $1.33M | 0.00% | +3,211+3.4% | Added |
| Citadel Advisors LLC | 103,503 | $1.41M | 0.00% | −116,560−53.0% | Reduced |
| Windsor Group LTD | 120,878 | $1.58M | 0.29% | −145,952−54.7% | Reduced |
| Morgan Stanley | 128,348 | $1.75M | 0.00% | −249,517−66.0% | Reduced |
| LPL Financial LLC | 134,748 | $1.83M | 0.00% | +14,123+11.7% | Added |
| Linscomb & Williams, Inc. | 144,274 | $1.96M | 0.09% | 00.0% | Unchanged |
| Springhouse Capital Management, LP | 209,139 | $2.85M | 1.87% | 00.0% | Unchanged |
| Royal Bank of Canada | 225,802 | $3.07M | 0.00% | −1,992−0.9% | Reduced |
| Bienville Capital Management, LLC | 252,814 | $3.44M | 1.71% | +252,814 | New |
| Goldman Sachs Group Inc | 305,765 | $4.16M | 0.00% | −57,135−15.7% | Reduced |
| Barnett & Company, Inc. | 306,582 | $4.17M | 2.96% | +600+0.2% | Added |
| Raymond James & Associates | 308,055 | $4.19M | 0.00% | +40,480+15.1% | Added |
| TD Waterhouse Canada Inc. | 304,506 | $4.45M | 0.04% | −16,338−5.1% | Reduced |
| Susquehanna International Group, LLP | 456,564 | $6.21M | 0.01% | −152,241−25.0% | Reduced |
| Brown Advisory Inc | 792,581 | $10.8M | 0.02% | +750,621+1,788.9% | Added |
| FMR LLC | 973,341 | $13.2M | 0.00% | +888,873+1,052.3% | Added |
| Evermore Global Advisors, LLC | 1,672,349 | $22.8M | 28.09% | 00.0% | Unchanged |
| Knott David M Jr | 4,392,500 | $59.8M | 20.52% | +440,500+11.1% | Added |
| Adams Asset Advisors, LLC | 5,224,715 | $71.1M | 10.45% | +2,712+0.1% | Added |
| 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 |