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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, Q2 2024

Institutional positions in Calumet, Inc. as of Jun 30, 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
69
−9 vs. Q1 2024
Shares held
23.8M
+1.10M (+4.8%) vs. Q1 2024
Total value
$382.2M
+$44.7M (+13.2%) vs. Q1 2024
New holders
9
26 more added
Sold out
18
12 more reduced

Compare with Q1 2024: 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 holdersQ2 2024: 69 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 heldQ2 2024: $382.2M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q1 2024.

Institutions holding CLMT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Capital Wealth Advisors, Inc6$960.00%00.0%Unchanged
BNP Paribas Arbitrage, SA38$6100.00%−443−92.1%Reduced
Northwestern Mutual Wealth Management Co200$3.21K0.00%−850−81.0%Reduced
Salem Investment Counselors Inc300$4.82K0.00%00.0%Unchanged
Register Financial Advisors LLC400$6.42K0.00%00.0%Unchanged
Russell Investments Group, Ltd.445$7.14K0.00%+445New
Spire Wealth Management450$7.22K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.600$9.67K0.00%−400−40.0%Reduced
CWM, LLC600$10.0K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC1,080$17.3K0.01%−5,436−83.4%Reduced
Benjamin F. Edwards & Company, Inc.1,135$18.0K0.00%+1,135New
Atticus Wealth Management, LLC1,150$18.5K0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC1,428$22.9K0.00%+1,428New
IFP Advisors, Inc2,000$32.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.6,464$103.7K0.00%−602−8.5%Reduced
Covestor Ltd8,033$129.0K0.08%−20.0%Reduced
GWM Advisors LLC9,531$153.0K0.00%−1,700−15.1%Reduced
Wedbush Securities Inc10,550$169.0K0.01%+10,550New
Deuterium Capital Management, LLC10,703$171.8K0.29%00.0%Unchanged
McIntyre Freedman & Flynn Investment Advisers Inc11,500$184.6K0.13%00.0%Unchanged
Sapient Capital LLC11,501$184.6K0.00%+1,000+9.5%Added
CIBC Private Wealth Group, LLC12,000$193.7K0.00%00.0%Unchanged
Sheets Smith Wealth Management12,287$197.2K0.02%+85+0.7%Added
Fifth Lane Capital, LP15,000$240.8K0.53%+1,800+13.6%Added
RK Capital Management, LLC19,762$317.2K0.33%00.0%Unchanged
J.W. Cole Advisors, Inc.20,600$330.6K0.02%00.0%Unchanged
Atria Wealth Solutions, Inc.25,000$401.3K0.00%00.0%Unchanged
Gimbal Financial27,045$459.0K0.34%00.0%Unchanged
Commonwealth Equity Services, LLC28,779$462.0K0.00%+698+2.5%Added
O'Brien Greene & Co. Inc29,200$468.7K0.15%−32,500−52.7%Reduced
ARS Investment Partners, LLC31,500$505.6K0.05%+4,500+16.7%Added
Raymond James Financial Services Advisors, Inc.36,131$579.9K0.00%+500+1.4%Added
Valeo Financial Advisors, LLC41,241$661.9K0.02%00.0%Unchanged
Plancorp, LLC45,000$722.3K0.03%00.0%Unchanged
Wells Fargo & Company46,333$743.6K0.00%+1,814+4.1%Added
Founders Financial Alliance, LLC48,400$776.8K0.23%+3,750+8.4%Added
Geode Capital Management, LLC49,250$797.9K0.00%00.0%Unchanged
PEAK6 Investments LLC50,448$809.7K0.04%+50,448New
GTS Securities LLC53,157$853.2K0.02%+30,073+130.3%Added
Financial Advisory Service, Inc.54,126$868.7K0.08%+2,308+4.5%Added
DRW Securities, LLC55,956$898.1K0.06%+55,956New
Driehaus Capital Management LLC56,686$909.8K0.01%00.0%Unchanged
Creative Planning62,459$1.00M0.00%+19,800+46.4%Added
Alta Fundamental Advisers LLC75,287$1.21M0.53%+75,287New
Epacria Capital Partners, LLC76,037$1.22M0.89%−1,454−1.9%Reduced
Sanctuary Advisors, LLC81,137$1.26M0.01%+81,137New
Citigroup Inc102,578$1.65M0.00%+17,859+21.1%Added
Linscomb & Williams, Inc.110,889$1.78M0.09%00.0%Unchanged
Caption Management, LLC123,889$1.99M0.21%+123,889New
Simplex Trading, LLC126,938$2.04M0.07%+104,948+477.3%Added
Citadel Advisors LLC138,575$2.22M0.00%+105,902+324.1%Added
Bank of America Corp159,241$2.56M0.00%+138,401+664.1%Added
Brown Advisory Inc185,613$2.98M0.00%00.0%Unchanged
LPL Financial LLC193,115$3.10M0.00%+23,582+13.9%Added
ING Groep NV259,000$4.16M0.02%+38,000+17.2%Added
Barnett & Company, Inc.281,415$4.52M3.24%−2,000−0.7%Reduced
UBS Group AG306,402$4.92M0.00%+158,517+107.2%Added
Royal Bank of Canada319,025$5.12M0.00%+2,573+0.8%Added
Bienville Capital Management, LLC341,102$5.47M1.31%00.0%Unchanged
Group One Trading, L.P.405,150$6.50M0.20%+14,157+3.6%Added
Morgan Stanley446,146$7.16M0.00%+93,218+26.4%Added
CI Private Wealth, LLC461,052$7.44M0.01%−16,465−3.4%Reduced
Susquehanna International Group, LLP492,079$7.90M0.01%+124,452+33.9%Added
Grizzlyrock Capital, LLC537,602$8.63M7.17%+17,000+3.3%Added
Raymond James & Associates572,057$9.18M0.01%+67,689+13.4%Added
Goldman Sachs Group Inc650,005$10.4M0.00%+68,619+11.8%Added
Knott David M Jr4,325,000$69.4M27.70%00.0%Unchanged
Adams Asset Advisors, LLC5,251,160$84.3M10.99%−199,431−3.7%Reduced
Wasserstein Debt Opportunities Management, L.P.6,891,314$110.6M100.00%+193,063+2.9%Added
Captrust Financial Advisors0$00.00%−77,385−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−33,204−100.0%Sold out
Cerity Partners LLC0$00.00%−26,500−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−22,750−100.0%Sold out
West Tower Group, LLC0$00.00%−22,549−100.0%Sold out
Wolverine Trading, LLC0$00.00%−16,941−100.0%Sold out
Caldwell Sutter Capital, Inc.0$00.00%−15,000−100.0%Sold out
Mariner, LLC0$00.00%−13,317−100.0%Sold out
PFG Investments, LLC0$00.00%−10,411−100.0%Sold out
Accel Wealth Management0$00.00%−10,000−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−8,000−100.0%Sold out
JPMorgan Chase & Co0$00.00%−6,900−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−5,502−100.0%Sold out
Harbour Investments, Inc.0$00.00%−1,845−100.0%Sold out
Barclays PLC0$00.00%−517−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−500−100.0%Sold out
PSI Advisors, LLC0$00.00%−300−100.0%Sold out
Benjamin Edwards Inc0$00.00%−300−100.0%Sold out