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, Q1 2023
Institutional positions in Calumet, Inc. as of Mar 31, 2023. 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
- 70
- −1 vs. Q4 2022
- Shares held
- 15.6M
- −289.8K (−1.8%) vs. Q4 2022
- Total value
- $270.3M
- +$2.93M (+1.1%) vs. Q4 2022
- New holders
- 8
- 16 more added
- Sold out
- 9
- 20 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 5,441,613 | $94.6M | 12.66% | 00.0% | Unchanged |
| Knott David M Jr | 4,325,000 | $75.2M | 31.59% | 00.0% | Unchanged |
| FMR LLC | 612,948 | $10.7M | 0.00% | −5,393−0.9% | Reduced |
| Goldman Sachs Group Inc | 558,838 | $9.71M | 0.00% | +37,037+7.1% | Added |
| Morgan Stanley | 540,426 | $9.39M | 0.00% | −347,175−39.1% | Reduced |
| Windsor Group LTD | 419,653 | $7.08M | 1.37% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 400,597 | $6.96M | 0.01% | +151,258+60.7% | Added |
| Bienville Capital Management, LLC | 356,102 | $6.19M | 2.43% | 00.0% | Unchanged |
| Group One Trading, L.P. | 321,517 | $5.59M | 0.27% | −43,155−11.8% | Reduced |
| Raymond James & Associates | 297,821 | $5.18M | 0.00% | +35,689+13.6% | Added |
| Royal Bank of Canada | 297,196 | $5.17M | 0.00% | +59,613+25.1% | Added |
| Barnett & Company, Inc. | 288,182 | $5.01M | 3.81% | 00.0% | Unchanged |
| Springhouse Capital Management, LP | 146,911 | $2.55M | 3.82% | +7,670+5.5% | Added |
| LPL Financial LLC | 144,794 | $2.52M | 0.00% | +48,605+50.5% | Added |
| Citadel Advisors LLC | 120,585 | $2.10M | 0.00% | −173,506−59.0% | Reduced |
| Linscomb & Williams, Inc. | 110,889 | $1.93M | 0.10% | 00.0% | Unchanged |
| Brown Advisory Inc | 80,613 | $1.40M | 0.00% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 74,406 | $1.29M | 1.01% | +20,401+37.8% | Added |
| ING Groep NV | 72,000 | $1.25M | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 65,638 | $1.14M | 0.17% | +638+1.0% | Added |
| Caption Management, LLC | 61,042 | $1.06M | 0.23% | +906+1.5% | Added |
| Simplex Trading, LLC | 60,159 | $1.04M | 0.05% | +25,153+71.9% | Added |
| Geode Capital Management, LLC | 49,250 | $856.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 47,883 | $832.2K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 46,262 | $804.0K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 45,000 | $782.1K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 44,559 | $774.4K | 0.00% | +20.0% | Added |
| Valeo Financial Advisors, LLC | 42,023 | $730.4K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 39,030 | $678.3K | 0.00% | +34,399+742.8% | Added |
| UBS Group AG | 38,264 | $665.0K | 0.00% | −39,905−51.0% | Reduced |
| Atria Wealth Solutions, Inc. | 37,000 | $643.1K | 0.01% | −2,000−5.1% | Reduced |
| HighTower Advisors, LLC | 34,887 | $607.0K | 0.00% | −3,100−8.2% | Reduced |
| Bank of America Corp | 27,913 | $485.1K | 0.00% | +25,831+1,240.7% | Added |
| Moneta Group Investment Advisors LLC | 26,600 | $462.3K | 0.01% | +26,600 | New |
| Commonwealth Equity Services, LLC | 26,371 | $458.0K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 20,667 | $359.2K | 0.07% | +20,667 | New |
| ARS Investment Partners, LLC | 20,500 | $356.3K | 0.04% | +20,500 | New |
| Advisor Group Holdings, Inc. | 20,422 | $354.9K | 0.00% | −539−2.6% | Reduced |
| J.W. Cole Advisors, Inc. | 16,150 | $280.7K | 0.02% | +50+0.3% | Added |
| Citigroup Inc | 14,128 | $245.5K | 0.00% | −18,700−57.0% | Reduced |
| BNP Paribas Arbitrage, SA | 13,940 | $242.3K | 0.00% | −12,575−47.4% | Reduced |
| Wedbush Securities Inc | 13,831 | $240.0K | 0.01% | −1,606−10.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,231 | $230.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 12,919 | $225.0K | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 12,194 | $211.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,000 | $208.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 11,724 | $203.8K | 0.15% | +5,784+97.4% | Added |
| Wolverine Trading, LLC | 11,554 | $197.0K | 0.01% | −5,061−30.5% | Reduced |
| GWM Advisors LLC | 11,231 | $195.2K | 0.00% | −1,180−9.5% | Reduced |
| Jane Street Group, LLC | 11,214 | $194.9K | 0.00% | −8,993−44.5% | Reduced |
| Accel Wealth Management | 10,000 | $173.8K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,000 | $139.0K | 0.00% | −2,000−20.0% | Reduced |
| Covestor Ltd | 7,583 | $132.0K | 0.11% | −843−10.0% | Reduced |
| ICA Group Wealth Management, LLC | 6,516 | $113.3K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,400 | $76.5K | 0.00% | −6,200−58.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,900 | $49.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,845 | $32.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,689 | $29.0K | 0.00% | +1,301+335.3% | Added |
| TD Waterhouse Canada Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 950 | $16.5K | 0.00% | −950−50.0% | Reduced |
| Cutler Group LP | 872 | $15.0K | 0.00% | −8,422−90.6% | Reduced |
| CWM, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $8.51K | 0.00% | +500 | New |
| Register Financial Advisors LLC | 400 | $6.95K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $5.21K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 250 | $4.34K | 0.00% | +250 | New |
| Huntington National Bank | 240 | $4.17K | 0.00% | +240 | New |
| Beaird Harris Wealth Management, LLC | 151 | $2.63K | 0.00% | +151 | New |
| JPMorgan Chase & Co | 110 | $2.00K | 0.00% | −7,998−98.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $1.74K | 0.00% | +100 | New |
| Jump Financial, LLC | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −33,824−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,540−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −6,920−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Evermore Global Advisors, LLC | – | – | – | – | Not filed |