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, Q2 2023
Institutional positions in Calumet, Inc. as of Jun 30, 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
- 66
- −4 vs. Q1 2023
- Shares held
- 16.0M
- +420.2K (+2.7%) vs. Q1 2023
- Total value
- $253.5M
- −$16.8M (−6.2%) vs. Q1 2023
- New holders
- 8
- 18 more added
- Sold out
- 12
- 13 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 110 | $1.75K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 240 | $3.81K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $4.76K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $6.34K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $7.93K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $7.93K | 0.00% | +500 | New |
| CWM, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 872 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 950 | $15.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $17.1K | 0.00% | +2,000 | New |
| Harbour Investments, Inc. | 1,845 | $29.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,310 | $36.6K | 0.00% | −11,630−83.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,900 | $49.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,516 | $103.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 7,917 | $126.0K | 0.10% | +334+4.4% | Added |
| Accel Wealth Management | 10,000 | $158.6K | 0.09% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 10,600 | $168.1K | 0.02% | +10,600 | New |
| GWM Advisors LLC | 11,231 | $178.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,000 | $206.2K | 0.11% | +1,276+10.9% | Added |
| Change Path, LLC | 13,117 | $208.0K | 0.01% | +198+1.5% | Added |
| Jump Financial, LLC | 13,400 | $212.5K | 0.01% | +13,400 | New |
| Wedbush Securities Inc | 13,550 | $215.0K | 0.01% | −281−2.0% | Reduced |
| Citigroup Inc | 14,128 | $224.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,731 | $233.6K | 0.00% | +1,500+11.3% | Added |
| J.W. Cole Advisors, Inc. | 17,000 | $269.6K | 0.02% | +850+5.3% | Added |
| Gsa Capital Partners LLP | 17,510 | $278.0K | 0.03% | +17,510 | New |
| Advisor Group Holdings, Inc. | 18,331 | $290.7K | 0.00% | −2,091−10.2% | Reduced |
| Oasis Management Co Ltd. | 20,667 | $327.8K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 21,397 | $341.3K | 0.00% | +9,843+85.2% | Added |
| Commonwealth Equity Services, LLC | 26,471 | $420.0K | 0.00% | +100+0.4% | Added |
| Moneta Group Investment Advisors LLC | 26,600 | $421.9K | 0.01% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 27,000 | $428.2K | 0.05% | +6,500+31.7% | Added |
| HighTower Advisors, LLC | 27,666 | $439.0K | 0.00% | −7,221−20.7% | Reduced |
| GTS Securities LLC | 27,826 | $441.3K | 0.01% | +27,826 | New |
| Atria Wealth Solutions, Inc. | 35,000 | $555.1K | 0.01% | −2,000−5.4% | Reduced |
| Valeo Financial Advisors, LLC | 42,023 | $666.5K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 44,668 | $708.4K | 0.00% | +109+0.2% | Added |
| Plancorp, LLC | 45,000 | $713.7K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 45,262 | $717.9K | 0.03% | −1,000−2.2% | Reduced |
| Creative Planning | 47,883 | $759.4K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 54,091 | $857.9K | 0.00% | +4,841+9.8% | Added |
| Bank of America Corp | 56,866 | $901.9K | 0.00% | +28,953+103.7% | Added |
| UBS Group AG | 60,368 | $957.4K | 0.00% | +22,104+57.8% | Added |
| Column Capital Advisors, LLC | 65,000 | $1.03M | 0.14% | −638−1.0% | Reduced |
| ING Groep NV | 72,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 77,315 | $1.23M | 1.00% | +2,909+3.9% | Added |
| Brown Advisory Inc | 80,613 | $1.28M | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 110,889 | $1.76M | 0.09% | 00.0% | Unchanged |
| Springhouse Capital Management, LP | 134,734 | $2.14M | 3.59% | −12,177−8.3% | Reduced |
| Barclays PLC | 145,500 | $2.31M | 0.00% | +106,470+272.8% | Added |
| LPL Financial LLC | 148,533 | $2.36M | 0.00% | +3,739+2.6% | Added |
| Citadel Advisors LLC | 197,931 | $3.14M | 0.00% | +77,346+64.1% | Added |
| Group One Trading, L.P. | 254,113 | $4.03M | 0.17% | −67,404−21.0% | Reduced |
| Barnett & Company, Inc. | 288,182 | $4.57M | 3.40% | 00.0% | Unchanged |
| Raymond James & Associates | 299,082 | $4.74M | 0.00% | +1,261+0.4% | Added |
| Royal Bank of Canada | 310,544 | $4.92M | 0.00% | +13,348+4.5% | Added |
| Bienville Capital Management, LLC | 341,101 | $5.41M | 2.08% | −15,001−4.2% | Reduced |
| Susquehanna International Group, LLP | 371,495 | $5.89M | 0.01% | −29,102−7.3% | Reduced |
| Morgan Stanley | 403,702 | $6.40M | 0.00% | −136,724−25.3% | Reduced |
| Windsor Group LTD | 419,653 | $6.66M | 1.19% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 552,591 | $8.76M | 0.00% | −6,247−1.1% | Reduced |
| F/M Investments LLC | 571,155 | $9.06M | 6.68% | +571,155 | New |
| Price Jennifer C. | 571,155 | $9.06M | 3.11% | +571,155 | New |
| Knott David M Jr | 4,325,000 | $68.6M | 29.02% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,441,613 | $86.3M | 12.60% | 00.0% | Unchanged |
| FMR LLC | 0 | $0 | 0.00% | −612,948−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −61,042−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −60,159−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −12,194−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,214−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |