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, Q4 2022
Institutional positions in Calumet, Inc. as of Dec 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
- 72
- +11 vs. Q3 2022
- Shares held
- 16.7M
- −16.9K (−0.1%) vs. Q3 2022
- Total value
- $280.9M
- +$66.6M (+31.1%) vs. Q3 2022
- New holders
- 16
- 16 more added
- Sold out
- 5
- 24 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 5,441,613 | $91.9M | 12.32% | +5190.0% | Added |
| Knott David M Jr | 4,325,000 | $73.0M | 31.57% | 00.0% | Unchanged |
| Morgan Stanley | 887,601 | $15.0M | 0.00% | +347,639+64.4% | Added |
| Evermore Global Advisors, LLC | 801,055 | $13.5M | 51.40% | −305,923−27.6% | Reduced |
| FMR LLC | 618,341 | $10.4M | 0.00% | −210,000−25.4% | Reduced |
| Goldman Sachs Group Inc | 521,801 | $8.81M | 0.00% | +281,760+117.4% | Added |
| Windsor Group LTD | 419,653 | $7.03M | 1.45% | −1,225−0.3% | Reduced |
| Group One Trading, L.P. | 364,672 | $6.16M | 0.21% | +29,152+8.7% | Added |
| Bienville Capital Management, LLC | 356,102 | $6.01M | 2.24% | +71,500+25.1% | Added |
| Citadel Advisors LLC | 294,091 | $4.96M | 0.01% | +87,526+42.4% | Added |
| Barnett & Company, Inc. | 288,182 | $4.86M | 3.72% | −3,500−1.2% | Reduced |
| Raymond James & Associates | 262,132 | $4.42M | 0.00% | −44,700−14.6% | Reduced |
| Susquehanna International Group, LLP | 249,339 | $4.21M | 0.01% | −305,227−55.0% | Reduced |
| Royal Bank of Canada | 237,583 | $4.01M | 0.00% | +7,675+3.3% | Added |
| Springhouse Capital Management, LP | 139,241 | $2.35M | 3.13% | −69,898−33.4% | Reduced |
| Linscomb & Williams, Inc. | 110,889 | $1.87M | 0.10% | −33,385−23.1% | Reduced |
| LPL Financial LLC | 96,189 | $1.62M | 0.00% | −44,454−31.6% | Reduced |
| Brown Advisory Inc | 80,613 | $1.36M | 0.00% | +17,500+27.7% | Added |
| UBS Group AG | 78,169 | $1.32M | 0.00% | +60,961+354.3% | Added |
| ING Groep NV | 72,000 | $1.22M | 0.01% | +72,000 | New |
| Column Capital Advisors, LLC | 65,000 | $1.10M | 0.18% | 00.0% | Unchanged |
| Caption Management, LLC | 60,136 | $1.02M | 0.17% | +60,136 | New |
| Epacria Capital Partners, LLC | 54,005 | $911.6K | 0.74% | +54,005 | New |
| Geode Capital Management, LLC | 49,250 | $831.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 47,883 | $808.3K | 0.00% | +200+0.4% | Added |
| Independent Advisor Alliance | 46,262 | $781.0K | 0.10% | +6,210+15.5% | Added |
| Plancorp, LLC | 45,000 | $759.6K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 44,557 | $752.1K | 0.00% | −40,938−47.9% | Reduced |
| Valeo Financial Advisors, LLC | 42,023 | $709.4K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 39,000 | $658.3K | 0.01% | +19,000+95.0% | Added |
| HighTower Advisors, LLC | 37,987 | $642.0K | 0.00% | +20,762+120.5% | Added |
| Jump Financial, LLC | 36,400 | $614.4K | 0.03% | +22,400+160.0% | Added |
| Simplex Trading, LLC | 35,006 | $590.0K | 0.03% | −21,061−37.6% | Reduced |
| PEAK6 Investments LLC | 33,824 | $570.9K | 0.03% | −60,929−64.3% | Reduced |
| Citigroup Inc | 32,828 | $554.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 26,515 | $447.6K | 0.00% | −19,818−42.8% | Reduced |
| Commonwealth Equity Services, LLC | 26,371 | $445.0K | 0.00% | −528−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 20,961 | $353.3K | 0.00% | −9,802−31.9% | Reduced |
| Jane Street Group, LLC | 20,207 | $341.1K | 0.00% | +20,207 | New |
| SCP Investment, LP | 18,800 | $317.3K | 0.31% | +18,800 | New |
| Wolverine Trading, LLC | 16,615 | $280.0K | 0.00% | −15,854−48.8% | Reduced |
| J.W. Cole Advisors, Inc. | 16,100 | $271.8K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,437 | $261.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 14,540 | $245.0K | 0.03% | −3,454−19.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,231 | $223.3K | 0.00% | −552−4.0% | Reduced |
| Change Path, LLC | 12,919 | $218.0K | 0.01% | +12,919 | New |
| Valmark Advisers, Inc. | 12,194 | $205.8K | 0.00% | +12,194 | New |
| CIBC Private Wealth Group, LLC | 12,000 | $202.6K | 0.00% | +12,000 | New |
| Ameritas Advisory Services, LLC | 10,600 | $178.9K | 0.01% | +10,600 | New |
| Advisory Services Network, LLC | 10,000 | $168.8K | 0.01% | −1,700−14.5% | Reduced |
| Accel Wealth Management | 10,000 | $168.8K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,000 | $168.8K | 0.01% | +10,000 | New |
| Cutler Group LP | 9,294 | $156.0K | 0.02% | −25,455−73.3% | Reduced |
| Covestor Ltd | 8,426 | $142.0K | 0.12% | +323+4.0% | Added |
| JPMorgan Chase & Co | 8,108 | $137.0K | 0.00% | +6,509+407.1% | Added |
| Belvedere Trading LLC | 6,920 | $116.8K | 0.07% | +6,920 | New |
| ICA Group Wealth Management, LLC | 6,516 | $110.0K | 0.03% | +6,516 | New |
| Caldwell Sutter Capital, Inc. | 5,940 | $100.3K | 0.09% | +5,940 | New |
| Barclays PLC | 4,631 | $78.2K | 0.00% | +4,631 | New |
| FinTrust Capital Advisors, LLC | 2,900 | $49.0K | 0.01% | −1,100−27.5% | Reduced |
| Bank of America Corp | 2,082 | $35.1K | 0.00% | −918−30.6% | Reduced |
| Spire Wealth Management | 1,900 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,845 | $31.1K | 0.00% | −150−7.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,654 | $27.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,500 | $25.3K | 0.01% | +1,500 | New |
| TD Waterhouse Canada Inc. | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 388 | $7.00K | 0.00% | −2,174−84.9% | Reduced |
| Register Financial Advisors LLC | 400 | $6.75K | 0.00% | +400 | New |
| Salem Investment Counselors Inc | 300 | $5.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $4.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,411 | $209 | 0.00% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −47,385−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −20,129−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −13,193−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |