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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 100 | $1.74K | 0.00% | +100 | New |
| JPMorgan Chase & Co | 110 | $2.00K | 0.00% | −7,998−98.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 151 | $2.63K | 0.00% | +151 | New |
| Huntington National Bank | 240 | $4.17K | 0.00% | +240 | New |
| GPS Wealth Strategies Group, LLC | 250 | $4.34K | 0.00% | +250 | New |
| Salem Investment Counselors Inc | 300 | $5.21K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $6.95K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $8.51K | 0.00% | +500 | New |
| CWM, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 872 | $15.0K | 0.00% | −8,422−90.6% | Reduced |
| Spire Wealth Management | 950 | $16.5K | 0.00% | −950−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,689 | $29.0K | 0.00% | +1,301+335.3% | Added |
| Harbour Investments, Inc. | 1,845 | $32.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,900 | $49.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,400 | $76.5K | 0.00% | −6,200−58.5% | Reduced |
| ICA Group Wealth Management, LLC | 6,516 | $113.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 7,583 | $132.0K | 0.11% | −843−10.0% | Reduced |
| Advisory Services Network, LLC | 8,000 | $139.0K | 0.00% | −2,000−20.0% | Reduced |
| Accel Wealth Management | 10,000 | $173.8K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,214 | $194.9K | 0.00% | −8,993−44.5% | Reduced |
| GWM Advisors LLC | 11,231 | $195.2K | 0.00% | −1,180−9.5% | Reduced |
| Wolverine Trading, LLC | 11,554 | $197.0K | 0.01% | −5,061−30.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 11,724 | $203.8K | 0.15% | +5,784+97.4% | Added |
| CIBC Private Wealth Group, LLC | 12,000 | $208.6K | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 12,194 | $211.9K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 12,919 | $225.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 13,231 | $230.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,831 | $240.0K | 0.01% | −1,606−10.4% | Reduced |
| BNP Paribas Arbitrage, SA | 13,940 | $242.3K | 0.00% | −12,575−47.4% | Reduced |
| Citigroup Inc | 14,128 | $245.5K | 0.00% | −18,700−57.0% | Reduced |
| J.W. Cole Advisors, Inc. | 16,150 | $280.7K | 0.02% | +50+0.3% | Added |
| Advisor Group Holdings, Inc. | 20,422 | $354.9K | 0.00% | −539−2.6% | Reduced |
| ARS Investment Partners, LLC | 20,500 | $356.3K | 0.04% | +20,500 | New |
| Oasis Management Co Ltd. | 20,667 | $359.2K | 0.07% | +20,667 | New |
| Commonwealth Equity Services, LLC | 26,371 | $458.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 26,600 | $462.3K | 0.01% | +26,600 | New |
| Bank of America Corp | 27,913 | $485.1K | 0.00% | +25,831+1,240.7% | Added |
| HighTower Advisors, LLC | 34,887 | $607.0K | 0.00% | −3,100−8.2% | Reduced |
| Atria Wealth Solutions, Inc. | 37,000 | $643.1K | 0.01% | −2,000−5.1% | Reduced |
| UBS Group AG | 38,264 | $665.0K | 0.00% | −39,905−51.0% | Reduced |
| Barclays PLC | 39,030 | $678.3K | 0.00% | +34,399+742.8% | Added |
| Valeo Financial Advisors, LLC | 42,023 | $730.4K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 44,559 | $774.4K | 0.00% | +20.0% | Added |
| Plancorp, LLC | 45,000 | $782.1K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 46,262 | $804.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 47,883 | $832.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 49,250 | $856.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 60,159 | $1.04M | 0.05% | +25,153+71.9% | Added |
| Caption Management, LLC | 61,042 | $1.06M | 0.23% | +906+1.5% | Added |
| Column Capital Advisors, LLC | 65,638 | $1.14M | 0.17% | +638+1.0% | Added |
| ING Groep NV | 72,000 | $1.25M | 0.01% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 74,406 | $1.29M | 1.01% | +20,401+37.8% | Added |
| Brown Advisory Inc | 80,613 | $1.40M | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 110,889 | $1.93M | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 120,585 | $2.10M | 0.00% | −173,506−59.0% | Reduced |
| LPL Financial LLC | 144,794 | $2.52M | 0.00% | +48,605+50.5% | Added |
| Springhouse Capital Management, LP | 146,911 | $2.55M | 3.82% | +7,670+5.5% | Added |
| Barnett & Company, Inc. | 288,182 | $5.01M | 3.81% | 00.0% | Unchanged |
| Royal Bank of Canada | 297,196 | $5.17M | 0.00% | +59,613+25.1% | Added |
| Raymond James & Associates | 297,821 | $5.18M | 0.00% | +35,689+13.6% | Added |
| Group One Trading, L.P. | 321,517 | $5.59M | 0.27% | −43,155−11.8% | Reduced |
| Bienville Capital Management, LLC | 356,102 | $6.19M | 2.43% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 400,597 | $6.96M | 0.01% | +151,258+60.7% | Added |
| Windsor Group LTD | 419,653 | $7.08M | 1.37% | 00.0% | Unchanged |
| Morgan Stanley | 540,426 | $9.39M | 0.00% | −347,175−39.1% | Reduced |
| Goldman Sachs Group Inc | 558,838 | $9.71M | 0.00% | +37,037+7.1% | Added |
| FMR LLC | 612,948 | $10.7M | 0.00% | −5,393−0.9% | Reduced |
| Knott David M Jr | 4,325,000 | $75.2M | 31.59% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,441,613 | $94.6M | 12.66% | 00.0% | Unchanged |
| 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 |