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, 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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Salem Investment Counselors Inc | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $3.00K | 0.00% | +250 | New |
| Captrust Financial Advisors | 510 | $5.00K | 0.00% | +50+10.9% | Added |
| Financial Enhancement Group LLC | 440 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 750 | $8.00K | 0.00% | +750 | New |
| Simplex Trading, LLC | 911 | $9.00K | 0.00% | +911 | New |
| TD Waterhouse Canada Inc. | 1,000 | $10.1K | 0.00% | −303,506−99.7% | Reduced |
| Bank of America Corp | 1,211 | $12.0K | 0.00% | −289−19.3% | Reduced |
| American Portfolios Advisors | 1,204 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,235 | $13.0K | 0.00% | +231+23.0% | Added |
| Rockefeller Capital Management L.P. | 1,654 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,900 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,995 | $21.0K | 0.00% | +1,995 | New |
| Worth Asset Management, LLC | 2,910 | $30.0K | 0.02% | −1,255−30.1% | Reduced |
| FinTrust Capital Advisors, LLC | 4,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| BNP Paribas Arbitrage, SA | 7,362 | $76.5K | 0.00% | +7,362 | New |
| Dorsey Wright & Associates | 7,484 | $78.0K | 0.02% | −459−5.8% | Reduced |
| Accel Wealth Management | 10,000 | $105.0K | 0.06% | 00.0% | Unchanged |
| Advisor Resource Council | 12,060 | $125.0K | 0.01% | +12,060 | New |
| GWM Advisors LLC | 12,411 | $129.0K | 0.00% | +727+6.2% | Added |
| Advisory Services Network, LLC | 13,000 | $135.0K | 0.00% | −2,250−14.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,331 | $139.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,309 | $149.0K | 0.01% | −8,921−38.4% | 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 |
| J.W. Cole Advisors, Inc. | 16,350 | $170.0K | 0.01% | −600−3.5% | Reduced |
| HighTower Advisors, LLC | 16,987 | $176.0K | 0.00% | +16,987 | New |
| Stifel Financial Corp | 18,626 | $194.0K | 0.00% | +3,775+25.4% | Added |
| Advisor Group Holdings, Inc. | 19,260 | $200.0K | 0.00% | +7,464+63.3% | Added |
| Atria Wealth Solutions, Inc. | 20,000 | $208.0K | 0.00% | +20,000 | New |
| Truist Financial Corp | 20,129 | $209.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 23,450 | $244.0K | 0.00% | +9,144+63.9% | Added |
| PEAK6 Investments LLC | 26,803 | $278.0K | 0.01% | −43,954−62.1% | Reduced |
| Commonwealth Equity Services, LLC | 26,999 | $280.0K | 0.00% | +600+2.3% | Added |
| Citigroup Inc | 32,828 | $341.0K | 0.00% | +7,539+29.8% | Added |
| Independent Advisor Alliance | 35,212 | $366.0K | 0.02% | +1,870+5.6% | Added |
| Valeo Financial Advisors, LLC | 41,560 | $432.0K | 0.03% | −10.0% | Reduced |
| Plancorp, LLC | 45,000 | $468.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 47,683 | $495.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 48,503 | $504.0K | 0.00% | −1,000−2.0% | Reduced |
| Geode Capital Management, LLC | 49,250 | $511.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 55,613 | $578.0K | 0.00% | −736,968−93.0% | Reduced |
| Column Capital Advisors, LLC | 65,000 | $675.0K | 0.13% | 00.0% | Unchanged |
| Citadel Advisors LLC | 90,041 | $936.0K | 0.00% | −13,462−13.0% | Reduced |
| Windsor Group LTD | 120,878 | $1.04M | 0.27% | 00.0% | Unchanged |
| LPL Financial LLC | 138,833 | $1.44M | 0.00% | +4,085+3.0% | Added |
| Linscomb & Williams, Inc. | 144,274 | $1.50M | 0.09% | 00.0% | Unchanged |
| Springhouse Capital Management, LP | 209,139 | $2.17M | 1.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 220,412 | $2.29M | 0.07% | +198,866+923.0% | Added |
| Royal Bank of Canada | 228,483 | $2.37M | 0.00% | +2,681+1.2% | Added |
| Morgan Stanley | 229,015 | $2.38M | 0.00% | +100,667+78.4% | Added |
| Bienville Capital Management, LLC | 269,602 | $2.80M | 1.36% | +16,788+6.6% | Added |
| Barnett & Company, Inc. | 304,298 | $3.16M | 2.53% | −2,284−0.7% | Reduced |
| Goldman Sachs Group Inc | 315,032 | $3.27M | 0.00% | +9,267+3.0% | Added |
| Raymond James & Associates | 356,934 | $3.71M | 0.00% | +48,879+15.9% | Added |
| Susquehanna International Group, LLP | 469,232 | $4.88M | 0.01% | +12,668+2.8% | Added |
| FMR LLC | 863,341 | $8.97M | 0.00% | −110,000−11.3% | Reduced |
| Evermore Global Advisors, LLC | 1,672,349 | $17.4M | 30.09% | 00.0% | Unchanged |
| Knott David M Jr | 4,325,000 | $44.9M | 20.85% | −67,500−1.5% | Reduced |
| Adams Asset Advisors, LLC | 5,431,094 | $56.4M | 8.55% | +206,379+4.0% | Added |
| 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 |