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, Q3 2022
Institutional positions in Calumet, Inc. as of Sep 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
- 62
- −2 vs. Q2 2022
- Shares held
- 16.7M
- +530.4K (+3.3%) vs. Q2 2022
- Total value
- $214.3M
- +$46.8M (+27.9%) vs. Q2 2022
- New holders
- 5
- 25 more added
- Sold out
- 7
- 10 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 5,441,094 | $69.7M | 10.81% | +10,000+0.2% | Added |
| Knott David M Jr | 4,325,000 | $55.4M | 25.93% | 00.0% | Unchanged |
| Evermore Global Advisors, LLC | 1,106,978 | $14.2M | 33.39% | −565,371−33.8% | Reduced |
| FMR LLC | 828,341 | $10.6M | 0.00% | −35,000−4.1% | Reduced |
| Susquehanna International Group, LLP | 554,566 | $7.10M | 0.01% | +85,334+18.2% | Added |
| Morgan Stanley | 539,962 | $6.92M | 0.00% | +310,947+135.8% | Added |
| Windsor Group LTD | 420,878 | $6.10M | 1.52% | +300,000+248.2% | Added |
| Group One Trading, L.P. | 335,520 | $4.30M | 0.14% | +115,108+52.2% | Added |
| Raymond James & Associates | 306,832 | $3.93M | 0.00% | −50,102−14.0% | Reduced |
| Barnett & Company, Inc. | 291,682 | $3.74M | 3.30% | −12,616−4.1% | Reduced |
| Bienville Capital Management, LLC | 284,602 | $3.65M | 1.43% | +15,000+5.6% | Added |
| Goldman Sachs Group Inc | 240,041 | $3.08M | 0.00% | −74,991−23.8% | Reduced |
| Royal Bank of Canada | 229,908 | $2.94M | 0.00% | +1,425+0.6% | Added |
| Springhouse Capital Management, LP | 209,139 | $2.68M | 1.78% | 00.0% | Unchanged |
| Citadel Advisors LLC | 206,565 | $2.65M | 0.00% | +116,524+129.4% | Added |
| Linscomb & Williams, Inc. | 144,274 | $1.85M | 0.11% | 00.0% | Unchanged |
| LPL Financial LLC | 140,643 | $1.80M | 0.00% | +1,810+1.3% | Added |
| PEAK6 Investments LLC | 94,753 | $1.21M | 0.05% | +67,950+253.5% | Added |
| Wells Fargo & Company | 85,495 | $1.09M | 0.00% | +36,992+76.3% | Added |
| Column Capital Advisors, LLC | 65,000 | $833.0K | 0.17% | 00.0% | Unchanged |
| Brown Advisory Inc | 63,113 | $808.0K | 0.00% | +7,500+13.5% | Added |
| Simplex Trading, LLC | 56,067 | $718.0K | 0.03% | +55,156+6,054.4% | Added |
| Geode Capital Management, LLC | 49,250 | $630.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 47,683 | $611.0K | 0.00% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 47,385 | $607.0K | 0.19% | +47,385 | New |
| BNP Paribas Arbitrage, SA | 46,333 | $593.5K | 0.00% | +38,971+529.4% | Added |
| Plancorp, LLC | 45,000 | $576.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 42,023 | $538.0K | 0.03% | +463+1.1% | Added |
| Independent Advisor Alliance | 40,052 | $513.0K | 0.03% | +4,840+13.7% | Added |
| Cutler Group LP | 34,749 | $445.0K | 0.05% | +28,403+447.6% | Added |
| Wolverine Trading, LLC | 32,469 | $427.0K | 0.02% | +32,469 | New |
| Citigroup Inc | 32,828 | $421.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,763 | $394.0K | 0.00% | +11,503+59.7% | Added |
| Commonwealth Equity Services, LLC | 26,899 | $344.0K | 0.00% | −100−0.4% | Reduced |
| Truist Financial Corp | 20,129 | $258.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 20,000 | $256.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,994 | $231.0K | 0.03% | +17,994 | New |
| HighTower Advisors, LLC | 17,225 | $220.0K | 0.00% | +238+1.4% | Added |
| UBS Group AG | 17,208 | $220.0K | 0.00% | +1,618+10.4% | Added |
| J.W. Cole Advisors, Inc. | 16,100 | $206.0K | 0.02% | −250−1.5% | Reduced |
| Wedbush Securities Inc | 15,437 | $198.0K | 0.01% | −200−1.3% | Reduced |
| Jump Financial, LLC | 14,000 | $179.0K | 0.01% | −309−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,783 | $177.0K | 0.00% | +452+3.4% | Added |
| Financial Advocates Investment Management | 13,193 | $169.0K | 0.02% | +13,193 | New |
| GWM Advisors LLC | 12,411 | $159.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,700 | $150.0K | 0.01% | −1,300−10.0% | Reduced |
| Accel Wealth Management | 10,000 | $136.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 8,103 | $104.0K | 0.09% | +1,874+30.1% | Added |
| FinTrust Capital Advisors, LLC | 4,000 | $67.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 3,000 | $38.0K | 0.00% | +1,789+147.7% | Added |
| Tower Research Capital LLC (TRC) | 2,562 | $33.0K | 0.00% | +1,327+107.4% | Added |
| Spire Wealth Management | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,995 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $21.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,599 | $20.0K | 0.00% | +1,489+1,353.6% | Added |
| State of Wyoming | 1,429 | $18.0K | 0.01% | +1,429 | New |
| American Portfolios Advisors | 1,204 | $15.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $13.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 440 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,450−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −18,626−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,060−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |