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, Q2 2022
Institutional positions in Calumet, Inc. as of Jun 30, 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
- 65
- +5 vs. Q1 2022
- Shares held
- 16.2M
- −715.3K (−4.2%) vs. Q1 2022
- Total value
- $167.6M
- −$62.2M (−27.1%) vs. Q1 2022
- New holders
- 9
- 20 more added
- Sold out
- 4
- 17 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 5,431,094 | $56.4M | 8.55% | +206,379+4.0% | Added |
| Knott David M Jr | 4,325,000 | $44.9M | 20.85% | −67,500−1.5% | Reduced |
| Evermore Global Advisors, LLC | 1,672,349 | $17.4M | 30.09% | 00.0% | Unchanged |
| FMR LLC | 863,341 | $8.97M | 0.00% | −110,000−11.3% | Reduced |
| Susquehanna International Group, LLP | 469,232 | $4.88M | 0.01% | +12,668+2.8% | Added |
| Raymond James & Associates | 356,934 | $3.71M | 0.00% | +48,879+15.9% | Added |
| Goldman Sachs Group Inc | 315,032 | $3.27M | 0.00% | +9,267+3.0% | Added |
| Barnett & Company, Inc. | 304,298 | $3.16M | 2.53% | −2,284−0.7% | Reduced |
| Bienville Capital Management, LLC | 269,602 | $2.80M | 1.36% | +16,788+6.6% | Added |
| Morgan Stanley | 229,015 | $2.38M | 0.00% | +100,667+78.4% | Added |
| Royal Bank of Canada | 228,483 | $2.37M | 0.00% | +2,681+1.2% | Added |
| Group One Trading, L.P. | 220,412 | $2.29M | 0.07% | +198,866+923.0% | Added |
| Springhouse Capital Management, LP | 209,139 | $2.17M | 1.08% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 144,274 | $1.50M | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 138,833 | $1.44M | 0.00% | +4,085+3.0% | Added |
| Windsor Group LTD | 120,878 | $1.04M | 0.27% | 00.0% | Unchanged |
| Citadel Advisors LLC | 90,041 | $936.0K | 0.00% | −13,462−13.0% | Reduced |
| Column Capital Advisors, LLC | 65,000 | $675.0K | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 55,613 | $578.0K | 0.00% | −736,968−93.0% | Reduced |
| Geode Capital Management, LLC | 49,250 | $511.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 48,503 | $504.0K | 0.00% | −1,000−2.0% | Reduced |
| Creative Planning | 47,683 | $495.0K | 0.00% | 00.0% | Unchanged |
| Plancorp, LLC | 45,000 | $468.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 41,560 | $432.0K | 0.03% | −10.0% | Reduced |
| Independent Advisor Alliance | 35,212 | $366.0K | 0.02% | +1,870+5.6% | Added |
| Citigroup Inc | 32,828 | $341.0K | 0.00% | +7,539+29.8% | Added |
| Commonwealth Equity Services, LLC | 26,999 | $280.0K | 0.00% | +600+2.3% | Added |
| PEAK6 Investments LLC | 26,803 | $278.0K | 0.01% | −43,954−62.1% | Reduced |
| Jane Street Group, LLC | 23,450 | $244.0K | 0.00% | +9,144+63.9% | Added |
| Truist Financial Corp | 20,129 | $209.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 20,000 | $208.0K | 0.00% | +20,000 | New |
| Advisor Group Holdings, Inc. | 19,260 | $200.0K | 0.00% | +7,464+63.3% | Added |
| Stifel Financial Corp | 18,626 | $194.0K | 0.00% | +3,775+25.4% | Added |
| HighTower Advisors, LLC | 16,987 | $176.0K | 0.00% | +16,987 | New |
| J.W. Cole Advisors, Inc. | 16,350 | $170.0K | 0.01% | −600−3.5% | Reduced |
| UBS Group AG | 15,590 | $162.0K | 0.00% | −81,990−84.0% | Reduced |
| Wedbush Securities Inc | 15,637 | $162.0K | 0.01% | +2,000+14.7% | Added |
| Jump Financial, LLC | 14,309 | $149.0K | 0.01% | −8,921−38.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,331 | $139.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,000 | $135.0K | 0.00% | −2,250−14.8% | Reduced |
| GWM Advisors LLC | 12,411 | $129.0K | 0.00% | +727+6.2% | Added |
| Advisor Resource Council | 12,060 | $125.0K | 0.01% | +12,060 | New |
| Accel Wealth Management | 10,000 | $105.0K | 0.06% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 7,484 | $78.0K | 0.02% | −459−5.8% | Reduced |
| BNP Paribas Arbitrage, SA | 7,362 | $76.5K | 0.00% | +7,362 | New |
| Cutler Group LP | 6,346 | $65.0K | 0.01% | −14,705−69.9% | Reduced |
| Covestor Ltd | 6,229 | $65.0K | 0.05% | +578+10.2% | Added |
| FinTrust Capital Advisors, LLC | 4,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,910 | $30.0K | 0.02% | −1,255−30.1% | Reduced |
| Harbour Investments, Inc. | 1,995 | $21.0K | 0.00% | +1,995 | New |
| Spire Wealth Management | 1,900 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,235 | $13.0K | 0.00% | +231+23.0% | Added |
| American Portfolios Advisors | 1,204 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,211 | $12.0K | 0.00% | −289−19.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,000 | $10.1K | 0.00% | −303,506−99.7% | Reduced |
| Simplex Trading, LLC | 911 | $9.00K | 0.00% | +911 | New |
| ACG Wealth | 750 | $8.00K | 0.00% | +750 | New |
| CWM, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 510 | $5.00K | 0.00% | +50+10.9% | Added |
| Financial Enhancement Group LLC | 440 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $3.00K | 0.00% | +250 | New |
| CoreCap Advisors, LLC | 200 | $2.00K | 0.00% | +200 | New |
| JPMorgan Chase & Co | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |