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, 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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 440 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $13.3K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,204 | $15.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,429 | $18.0K | 0.01% | +1,429 | New |
| JPMorgan Chase & Co | 1,599 | $20.0K | 0.00% | +1,489+1,353.6% | Added |
| 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 |
| Spire Wealth Management | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,562 | $33.0K | 0.00% | +1,327+107.4% | Added |
| Bank of America Corp | 3,000 | $38.0K | 0.00% | +1,789+147.7% | Added |
| FinTrust Capital Advisors, LLC | 4,000 | $67.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 8,103 | $104.0K | 0.09% | +1,874+30.1% | Added |
| Accel Wealth Management | 10,000 | $136.0K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,700 | $150.0K | 0.01% | −1,300−10.0% | Reduced |
| GWM Advisors LLC | 12,411 | $159.0K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 13,193 | $169.0K | 0.02% | +13,193 | New |
| Raymond James Financial Services Advisors, Inc. | 13,783 | $177.0K | 0.00% | +452+3.4% | Added |
| Jump Financial, LLC | 14,000 | $179.0K | 0.01% | −309−2.2% | Reduced |
| Wedbush Securities Inc | 15,437 | $198.0K | 0.01% | −200−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 16,100 | $206.0K | 0.02% | −250−1.5% | Reduced |
| 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 |
| Gsa Capital Partners LLP | 17,994 | $231.0K | 0.03% | +17,994 | New |
| Atria Wealth Solutions, Inc. | 20,000 | $256.2K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 20,129 | $258.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,899 | $344.0K | 0.00% | −100−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 30,763 | $394.0K | 0.00% | +11,503+59.7% | Added |
| Citigroup Inc | 32,828 | $421.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 32,469 | $427.0K | 0.02% | +32,469 | New |
| Cutler Group LP | 34,749 | $445.0K | 0.05% | +28,403+447.6% | Added |
| Independent Advisor Alliance | 40,052 | $513.0K | 0.03% | +4,840+13.7% | Added |
| Valeo Financial Advisors, LLC | 42,023 | $538.0K | 0.03% | +463+1.1% | Added |
| Plancorp, LLC | 45,000 | $576.0K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 46,333 | $593.5K | 0.00% | +38,971+529.4% | Added |
| Prescott Group Capital Management, L.L.C. | 47,385 | $607.0K | 0.19% | +47,385 | New |
| Creative Planning | 47,683 | $611.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 49,250 | $630.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 56,067 | $718.0K | 0.03% | +55,156+6,054.4% | Added |
| Brown Advisory Inc | 63,113 | $808.0K | 0.00% | +7,500+13.5% | Added |
| Column Capital Advisors, LLC | 65,000 | $833.0K | 0.17% | 00.0% | Unchanged |
| Wells Fargo & Company | 85,495 | $1.09M | 0.00% | +36,992+76.3% | Added |
| PEAK6 Investments LLC | 94,753 | $1.21M | 0.05% | +67,950+253.5% | Added |
| LPL Financial LLC | 140,643 | $1.80M | 0.00% | +1,810+1.3% | Added |
| Linscomb & Williams, Inc. | 144,274 | $1.85M | 0.11% | 00.0% | Unchanged |
| Citadel Advisors LLC | 206,565 | $2.65M | 0.00% | +116,524+129.4% | Added |
| Springhouse Capital Management, LP | 209,139 | $2.68M | 1.78% | 00.0% | Unchanged |
| Royal Bank of Canada | 229,908 | $2.94M | 0.00% | +1,425+0.6% | Added |
| Goldman Sachs Group Inc | 240,041 | $3.08M | 0.00% | −74,991−23.8% | Reduced |
| Bienville Capital Management, LLC | 284,602 | $3.65M | 1.43% | +15,000+5.6% | Added |
| Barnett & Company, Inc. | 291,682 | $3.74M | 3.30% | −12,616−4.1% | Reduced |
| Raymond James & Associates | 306,832 | $3.93M | 0.00% | −50,102−14.0% | Reduced |
| Group One Trading, L.P. | 335,520 | $4.30M | 0.14% | +115,108+52.2% | Added |
| Windsor Group LTD | 420,878 | $6.10M | 1.52% | +300,000+248.2% | Added |
| Morgan Stanley | 539,962 | $6.92M | 0.00% | +310,947+135.8% | Added |
| Susquehanna International Group, LLP | 554,566 | $7.10M | 0.01% | +85,334+18.2% | Added |
| FMR LLC | 828,341 | $10.6M | 0.00% | −35,000−4.1% | Reduced |
| Evermore Global Advisors, LLC | 1,106,978 | $14.2M | 33.39% | −565,371−33.8% | Reduced |
| Knott David M Jr | 4,325,000 | $55.4M | 25.93% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,441,094 | $69.7M | 10.81% | +10,000+0.2% | Added |
| 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 |