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 2023
Institutional positions in Calumet, Inc. as of Dec 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
- 74
- +7 vs. Q3 2023
- Shares held
- 23.2M
- +7.83M (+51.0%) vs. Q3 2023
- Total value
- $414.5M
- +$121.1M (+41.3%) vs. Q3 2023
- New holders
- 16
- 18 more added
- Sold out
- 9
- 16 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacific Capital Wealth Advisors, Inc | 6 | $107 | 0.00% | +6 | New |
| Salem Investment Counselors Inc | 300 | $5.36K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $7.20K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 481 | $8.60K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $8.94K | 0.00% | −200−28.6% | Reduced |
| Planned Solutions, Inc. | 550 | $9.83K | 0.00% | +550 | New |
| CWM, LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 700 | $12.5K | 0.00% | +700 | New |
| Cutler Group LP | 872 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,150 | $20.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,845 | $33.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $35.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,223 | $75.5K | 0.00% | +3,116+281.5% | Added |
| Advisory Services Network, LLC | 4,800 | $85.8K | 0.00% | +4,800 | New |
| ICA Group Wealth Management, LLC | 6,516 | $116.4K | 0.03% | +6,516 | New |
| Covestor Ltd | 8,033 | $144.0K | 0.10% | 00.0% | Unchanged |
| Accel Wealth Management | 10,000 | $178.7K | 0.09% | 00.0% | Unchanged |
| Sapient Capital LLC | 10,501 | $187.7K | 0.00% | +10,501 | New |
| Wedbush Securities Inc | 10,550 | $189.0K | 0.01% | −3,000−22.1% | Reduced |
| GWM Advisors LLC | 11,231 | $200.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,000 | $214.4K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 12,060 | $215.5K | 0.03% | +12,060 | New |
| Sheets Smith Wealth Management | 12,202 | $218.1K | 0.03% | +1,225+11.2% | Added |
| Advisor Group Holdings, Inc. | 12,491 | $223.2K | 0.00% | −4,007−24.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 13,000 | $232.3K | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,622 | $233.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,318 | $238.0K | 0.00% | +13,318 | New |
| Jump Financial, LLC | 14,000 | $250.2K | 0.01% | +14,000 | New |
| West Tower Group, LLC | 18,549 | $331.5K | 0.67% | +18,549 | New |
| Citigroup Inc | 18,952 | $338.7K | 0.00% | +4,824+34.1% | Added |
| J.W. Cole Advisors, Inc. | 19,750 | $352.9K | 0.02% | +3,750+23.4% | Added |
| HighTower Advisors, LLC | 21,000 | $375.0K | 0.00% | −566−2.6% | Reduced |
| Cerity Partners LLC | 22,000 | $393.1K | 0.00% | +22,000 | New |
| Pekin Hardy Strauss, Inc. | 22,750 | $406.5K | 0.06% | +22,750 | New |
| Commonwealth Equity Services, LLC | 26,481 | $473.0K | 0.00% | +100.0% | Added |
| Atria Wealth Solutions, Inc. | 27,000 | $482.5K | 0.01% | −9,000−25.0% | Reduced |
| ARS Investment Partners, LLC | 27,000 | $482.5K | 0.05% | −3,000−10.0% | Reduced |
| Gimbal Financial | 27,045 | $483.3K | 0.48% | +27,045 | New |
| Raymond James Financial Services Advisors, Inc. | 29,131 | $520.6K | 0.00% | +9,300+46.9% | Added |
| Barclays PLC | 32,491 | $580.6K | 0.00% | −168,379−83.8% | Reduced |
| GTS Securities LLC | 36,919 | $659.7K | 0.01% | −6,319−14.6% | Reduced |
| Valeo Financial Advisors, LLC | 41,673 | $744.7K | 0.03% | −150−0.4% | Reduced |
| Creative Planning | 44,072 | $787.6K | 0.00% | −3,811−8.0% | Reduced |
| Wells Fargo & Company | 44,463 | $794.6K | 0.00% | −999−2.2% | Reduced |
| Plancorp, LLC | 45,000 | $804.1K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 47,647 | $851.5K | 0.00% | +46,459+3,910.7% | Added |
| Geode Capital Management, LLC | 49,250 | $880.1K | 0.00% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 50,000 | $893.5K | 0.31% | +2,000+4.2% | Added |
| Independent Advisor Alliance | 50,412 | $900.9K | 0.03% | +5,150+11.4% | Added |
| UBS Group AG | 50,506 | $902.5K | 0.00% | −5,146−9.2% | Reduced |
| Financial Advisory Service, Inc. | 54,868 | $980.5K | 0.09% | +14,770+36.8% | Added |
| Citadel Advisors LLC | 54,888 | $980.8K | 0.00% | −106,857−66.1% | Reduced |
| Driehaus Capital Management LLC | 56,686 | $1.01M | 0.01% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 77,491 | $1.38M | 1.11% | 00.0% | Unchanged |
| Brown Advisory Inc | 85,613 | $1.53M | 0.00% | +5,000+6.2% | Added |
| ING Groep NV | 95,000 | $1.70M | 0.01% | +23,000+31.9% | Added |
| Linscomb & Williams, Inc. | 110,889 | $1.98M | 0.11% | 00.0% | Unchanged |
| Morgan Stanley | 171,763 | $3.07M | 0.00% | −43,303−20.1% | Reduced |
| LPL Financial LLC | 172,813 | $3.09M | 0.00% | +24,790+16.7% | Added |
| Barnett & Company, Inc. | 284,682 | $5.09M | 3.82% | −1,000−0.4% | Reduced |
| Royal Bank of Canada | 310,264 | $5.54M | 0.00% | −3,756−1.2% | Reduced |
| Bienville Capital Management, LLC | 341,101 | $6.10M | 1.86% | 00.0% | Unchanged |
| Group One Trading, L.P. | 376,009 | $6.72M | 0.21% | +71,643+23.5% | Added |
| Raymond James & Associates | 454,360 | $8.12M | 0.01% | +128,693+39.5% | Added |
| CI Private Wealth, LLC | 465,158 | $8.31M | 0.02% | +465,158 | New |
| Grizzlyrock Capital, LLC | 498,532 | $8.91M | 6.69% | +498,532 | New |
| Susquehanna International Group, LLP | 508,611 | $9.09M | 0.02% | +116,840+29.8% | Added |
| F/M Investments LLC | 549,655 | $9.82M | 5.58% | 00.0% | Unchanged |
| Price Jennifer C. | 549,655 | $9.82M | 6.53% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 577,806 | $10.3M | 0.00% | +11,750+2.1% | Added |
| Knott David M Jr | 4,325,000 | $77.3M | 29.54% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,446,477 | $97.3M | 13.10% | +4,864+0.1% | Added |
| Wasserstein Debt Opportunities Management, L.P. | 6,698,251 | $119.7M | 100.00% | +6,698,251 | New |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −25,723−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −20,667−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −13,117−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Windsor Group LTD | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |