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, 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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 12,411 | $209 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $4.22K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $5.06K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $6.75K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 388 | $7.00K | 0.00% | −2,174−84.9% | Reduced |
| CWM, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,500 | $25.3K | 0.01% | +1,500 | New |
| Rockefeller Capital Management L.P. | 1,654 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,845 | $31.1K | 0.00% | −150−7.5% | Reduced |
| Spire Wealth Management | 1,900 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,082 | $35.1K | 0.00% | −918−30.6% | Reduced |
| FinTrust Capital Advisors, LLC | 2,900 | $49.0K | 0.01% | −1,100−27.5% | Reduced |
| Barclays PLC | 4,631 | $78.2K | 0.00% | +4,631 | New |
| Caldwell Sutter Capital, Inc. | 5,940 | $100.3K | 0.09% | +5,940 | New |
| ICA Group Wealth Management, LLC | 6,516 | $110.0K | 0.03% | +6,516 | New |
| Belvedere Trading LLC | 6,920 | $116.8K | 0.07% | +6,920 | New |
| JPMorgan Chase & Co | 8,108 | $137.0K | 0.00% | +6,509+407.1% | Added |
| Covestor Ltd | 8,426 | $142.0K | 0.12% | +323+4.0% | Added |
| Cutler Group LP | 9,294 | $156.0K | 0.02% | −25,455−73.3% | Reduced |
| 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 |
| Ameritas Advisory Services, LLC | 10,600 | $178.9K | 0.01% | +10,600 | New |
| CIBC Private Wealth Group, LLC | 12,000 | $202.6K | 0.00% | +12,000 | New |
| Valmark Advisers, Inc. | 12,194 | $205.8K | 0.00% | +12,194 | New |
| Change Path, LLC | 12,919 | $218.0K | 0.01% | +12,919 | New |
| Raymond James Financial Services Advisors, Inc. | 13,231 | $223.3K | 0.00% | −552−4.0% | Reduced |
| Gsa Capital Partners LLP | 14,540 | $245.0K | 0.03% | −3,454−19.2% | Reduced |
| Wedbush Securities Inc | 15,437 | $261.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 16,100 | $271.8K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 16,615 | $280.0K | 0.00% | −15,854−48.8% | Reduced |
| SCP Investment, LP | 18,800 | $317.3K | 0.31% | +18,800 | New |
| Jane Street Group, LLC | 20,207 | $341.1K | 0.00% | +20,207 | New |
| Advisor Group Holdings, Inc. | 20,961 | $353.3K | 0.00% | −9,802−31.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,371 | $445.0K | 0.00% | −528−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 26,515 | $447.6K | 0.00% | −19,818−42.8% | Reduced |
| Citigroup Inc | 32,828 | $554.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 33,824 | $570.9K | 0.03% | −60,929−64.3% | Reduced |
| Simplex Trading, LLC | 35,006 | $590.0K | 0.03% | −21,061−37.6% | Reduced |
| Jump Financial, LLC | 36,400 | $614.4K | 0.03% | +22,400+160.0% | Added |
| HighTower Advisors, LLC | 37,987 | $642.0K | 0.00% | +20,762+120.5% | Added |
| Atria Wealth Solutions, Inc. | 39,000 | $658.3K | 0.01% | +19,000+95.0% | Added |
| Valeo Financial Advisors, LLC | 42,023 | $709.4K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 44,557 | $752.1K | 0.00% | −40,938−47.9% | Reduced |
| Plancorp, LLC | 45,000 | $759.6K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 46,262 | $781.0K | 0.10% | +6,210+15.5% | Added |
| Creative Planning | 47,883 | $808.3K | 0.00% | +200+0.4% | Added |
| Geode Capital Management, LLC | 49,250 | $831.0K | 0.00% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 54,005 | $911.6K | 0.74% | +54,005 | New |
| Caption Management, LLC | 60,136 | $1.02M | 0.17% | +60,136 | New |
| Column Capital Advisors, LLC | 65,000 | $1.10M | 0.18% | 00.0% | Unchanged |
| ING Groep NV | 72,000 | $1.22M | 0.01% | +72,000 | New |
| UBS Group AG | 78,169 | $1.32M | 0.00% | +60,961+354.3% | Added |
| Brown Advisory Inc | 80,613 | $1.36M | 0.00% | +17,500+27.7% | Added |
| LPL Financial LLC | 96,189 | $1.62M | 0.00% | −44,454−31.6% | Reduced |
| Linscomb & Williams, Inc. | 110,889 | $1.87M | 0.10% | −33,385−23.1% | Reduced |
| Springhouse Capital Management, LP | 139,241 | $2.35M | 3.13% | −69,898−33.4% | Reduced |
| Royal Bank of Canada | 237,583 | $4.01M | 0.00% | +7,675+3.3% | Added |
| Susquehanna International Group, LLP | 249,339 | $4.21M | 0.01% | −305,227−55.0% | Reduced |
| Raymond James & Associates | 262,132 | $4.42M | 0.00% | −44,700−14.6% | Reduced |
| Barnett & Company, Inc. | 288,182 | $4.86M | 3.72% | −3,500−1.2% | Reduced |
| Citadel Advisors LLC | 294,091 | $4.96M | 0.01% | +87,526+42.4% | Added |
| Bienville Capital Management, LLC | 356,102 | $6.01M | 2.24% | +71,500+25.1% | Added |
| Group One Trading, L.P. | 364,672 | $6.16M | 0.21% | +29,152+8.7% | Added |
| Windsor Group LTD | 419,653 | $7.03M | 1.45% | −1,225−0.3% | Reduced |
| Goldman Sachs Group Inc | 521,801 | $8.81M | 0.00% | +281,760+117.4% | Added |
| FMR LLC | 618,341 | $10.4M | 0.00% | −210,000−25.4% | Reduced |
| Evermore Global Advisors, LLC | 801,055 | $13.5M | 51.40% | −305,923−27.6% | Reduced |
| Morgan Stanley | 887,601 | $15.0M | 0.00% | +347,639+64.4% | Added |
| Knott David M Jr | 4,325,000 | $73.0M | 31.57% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,441,613 | $91.9M | 12.32% | +5190.0% | Added |
| 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 |