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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 2024

Institutional positions in Calumet, Inc. as of Mar 31, 2024. 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
78
+4 vs. Q4 2023
Shares held
22.7M
−488.8K (−2.1%) vs. Q4 2023
Total value
$337.5M
−$77.0M (−18.6%) vs. Q4 2023
New holders
16
23 more added
Sold out
12
13 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 78 institutions
Q1 2021: 61 institutionsQ2 2021: 65 institutionsQ3 2021: 60 institutionsQ4 2021: 70 institutionsQ1 2022: 61 institutionsQ2 2022: 65 institutionsQ3 2022: 62 institutionsQ4 2022: 72 institutionsQ1 2023: 70 institutionsQ2 2023: 66 institutionsQ3 2023: 69 institutionsQ4 2023: 74 institutionsQ1 2024: 78 institutionsQ2 2024: 69 institutionsQ3 2024: 91 institutionsQ4 2024: 123 institutionsQ1 2025: 129 institutionsQ2 2025: 134 institutionsQ3 2025: 149 institutionsQ4 2025: 140 institutionsQ1 2026: 181 institutionsQ2 2026: 188 institutions
Value heldQ1 2024: $337.5M
Q1 2021: $86.4MQ2 2021: $104.2MQ3 2021: $125.1MQ4 2021: $213.4MQ1 2022: $230.0MQ2 2022: $167.6MQ3 2022: $214.3MQ4 2022: $280.9MQ1 2023: $270.3MQ2 2023: $253.5MQ3 2023: $302.7MQ4 2023: $414.5MQ1 2024: $337.5MQ2 2024: $382.2MQ3 2024: $557.8MQ4 2024: $813.5MQ1 2025: $503.5MQ2 2025: $699.1MQ3 2025: $827.3MQ4 2025: $895.1MQ1 2026: $1.63BQ2 2026: $1.66B
Institutions holding CLMT and their total value by quarter
QuarterHoldersValue
Q2 2026188$1.66B
Q1 2026181$1.63B
Q4 2025140$895.1M
Q3 2025149$827.3M
Q2 2025134$699.1M
Q1 2025129$503.5M
Q4 2024123$813.5M
Q3 202491$557.8M
Q2 202469$382.2M
Q1 202478$337.5M
Q4 202374$414.5M
Q3 202369$302.7M
Q2 202366$253.5M
Q1 202370$270.3M
Q4 202272$280.9M
Q3 202262$214.3M
Q2 202265$167.6M
Q1 202261$230.0M
Q4 202170$213.4M
Q3 202160$125.1M
Q2 202165$104.2M
Q1 202161$86.4M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q4 2023.

Institutions holding CLMT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Capital Wealth Advisors, Inc6$890.00%00.0%Unchanged
Benjamin Edwards Inc300$4.00K0.00%+300New
Salem Investment Counselors Inc300$4.46K0.00%00.0%Unchanged
PSI Advisors, LLC300$4.46K0.00%+300New
Register Financial Advisors LLC400$5.94K0.00%+400New
Spire Wealth Management450$6.69K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA481$7.15K0.00%00.0%Unchanged
McIlrath & Eck, LLC500$7.43K0.00%00.0%Unchanged
Barclays PLC517$7.68K0.00%−31,974−98.4%Reduced
CWM, LLC600$9.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,000$14.7K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,050$15.6K0.00%+1,050New
Atticus Wealth Management, LLC1,150$17.1K0.01%00.0%Unchanged
Harbour Investments, Inc.1,845$27.4K0.00%00.0%Unchanged
IFP Advisors, Inc2,000$29.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,502$81.8K0.00%+5,502New
ICA Group Wealth Management, LLC6,516$96.8K0.02%00.0%Unchanged
JPMorgan Chase & Co6,900$102.5K0.00%+2,677+63.4%Added
Advisor Group Holdings, Inc.7,066$105.0K0.00%−5,425−43.4%Reduced
Future Financial Wealth Managment LLC8,000$118.9K0.09%+8,000New
Covestor Ltd8,035$119.0K0.08%+20.0%Added
Accel Wealth Management10,000$148.6K0.06%00.0%Unchanged
PFG Investments, LLC10,411$154.7K0.01%+10,411New
Sapient Capital LLC10,501$156.0K0.00%00.0%Unchanged
Deuterium Capital Management, LLC10,703$159.0K0.28%+10,703New
GWM Advisors LLC11,231$166.9K0.00%00.0%Unchanged
McIntyre Freedman & Flynn Investment Advisers Inc11,500$170.9K0.12%+11,500New
CIBC Private Wealth Group, LLC12,000$178.3K0.00%00.0%Unchanged
Sheets Smith Wealth Management12,202$181.3K0.02%00.0%Unchanged
Fifth Lane Capital, LP13,200$196.2K0.25%+13,200New
Mariner, LLC13,317$197.9K0.00%−10.0%Reduced
Caldwell Sutter Capital, Inc.15,000$222.9K0.11%+2,000+15.4%Added
Wolverine Trading, LLC16,941$251.7K0.00%+16,941New
RK Capital Management, LLC19,762$293.7K0.36%+19,762New
J.W. Cole Advisors, Inc.20,600$306.1K0.02%+850+4.3%Added
Bank of America Corp20,840$309.7K0.00%−26,807−56.3%Reduced
Simplex Trading, LLC21,990$326.0K0.01%+21,990New
West Tower Group, LLC22,549$335.1K1.01%+4,000+21.6%Added
Pekin Hardy Strauss, Inc.22,750$338.1K0.05%00.0%Unchanged
GTS Securities LLC23,084$343.0K0.01%−13,835−37.5%Reduced
Atria Wealth Solutions, Inc.25,000$371.5K0.00%−2,000−7.4%Reduced
Cerity Partners LLC26,500$393.8K0.00%+4,500+20.5%Added
ARS Investment Partners, LLC27,000$401.2K0.04%00.0%Unchanged
Gimbal Financial27,045$401.9K0.33%00.0%Unchanged
Commonwealth Equity Services, LLC28,081$417.0K0.00%+1,600+6.0%Added
Citadel Advisors LLC32,673$485.5K0.00%−22,215−40.5%Reduced
Gsa Capital Partners LLP33,204$493.0K0.04%+33,204New
Raymond James Financial Services Advisors, Inc.35,631$529.5K0.00%+6,500+22.3%Added
Creative Planning42,659$633.9K0.00%−1,413−3.2%Reduced
Valeo Financial Advisors, LLC41,241$642.5K0.02%−432−1.0%Reduced
Wells Fargo & Company44,519$661.5K0.00%+56+0.1%Added
Founders Financial Alliance, LLC44,650$663.5K0.20%+44,650New
Plancorp, LLC45,000$668.7K0.03%00.0%Unchanged
Geode Capital Management, LLC49,250$731.9K0.00%00.0%Unchanged
Financial Advisory Service, Inc.51,818$770.0K0.07%−3,050−5.6%Reduced
Driehaus Capital Management LLC56,686$842.4K0.01%00.0%Unchanged
O'Brien Greene & Co. Inc61,700$916.9K0.30%+11,700+23.4%Added
Captrust Financial Advisors77,385$1.15M0.00%+77,385New
Epacria Capital Partners, LLC77,491$1.15M0.83%00.0%Unchanged
Citigroup Inc84,719$1.26M0.00%+65,767+347.0%Added
Linscomb & Williams, Inc.110,889$1.65M0.08%00.0%Unchanged
UBS Group AG147,885$2.20M0.00%+97,379+192.8%Added
LPL Financial LLC169,533$2.52M0.00%−3,280−1.9%Reduced
Brown Advisory Inc185,613$2.76M0.00%+100,000+116.8%Added
ING Groep NV221,000$3.28M0.02%+126,000+132.6%Added
Barnett & Company, Inc.283,415$4.21M2.88%−1,267−0.4%Reduced
Royal Bank of Canada316,452$4.70M0.00%+6,188+2.0%Added
Bienville Capital Management, LLC341,102$5.07M1.54%+10.0%Added
Morgan Stanley352,928$5.24M0.00%+181,165+105.5%Added
Susquehanna International Group, LLP367,627$5.46M0.01%−140,984−27.7%Reduced
Group One Trading, L.P.390,993$5.81M0.21%+14,984+4.0%Added
CI Private Wealth, LLC477,517$7.10M0.01%+12,359+2.7%Added
Raymond James & Associates504,368$7.49M0.01%+50,008+11.0%Added
Grizzlyrock Capital, LLC520,602$7.74M6.35%+22,070+4.4%Added
Goldman Sachs Group Inc581,386$8.64M0.00%+3,580+0.6%Added
Knott David M Jr4,325,000$64.3M22.73%00.0%Unchanged
Adams Asset Advisors, LLC5,450,591$81.0M10.48%+4,114+0.1%Added
Wasserstein Debt Opportunities Management, L.P.6,698,251$99.5M100.00%00.0%Unchanged
F/M Investments LLC0$00.00%−549,655−100.0%Sold out
Price Jennifer C.0$00.00%−549,655−100.0%Sold out
Independent Advisor Alliance0$00.00%−50,412−100.0%Sold out
HighTower Advisors, LLC0$00.00%−21,000−100.0%Sold out
Jump Financial, LLC0$00.00%−14,000−100.0%Sold out
AE Wealth Management LLC0$00.00%−14,622−100.0%Sold out
Advisor Resource Council0$00.00%−12,060−100.0%Sold out
Wedbush Securities Inc0$00.00%−10,550−100.0%Sold out
Advisory Services Network, LLC0$00.00%−4,800−100.0%Sold out
Cutler Group LP0$00.00%−872−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−700−100.0%Sold out
Planned Solutions, Inc.0$00.00%−550−100.0%Sold out