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, Q4 2024
Institutional positions in Calumet, Inc. as of Dec 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
- 123
- +33 vs. Q3 2024
- Shares held
- 36.9M
- +5.56M (+17.7%) vs. Q3 2024
- Total value
- $813.5M
- +$256.0M (+45.9%) vs. Q3 2024
- New holders
- 48
- 27 more added
- Sold out
- 15
- 29 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasserstein Debt Opportunities Management, L.P. | 5,689,984 | $125.3M | 100.00% | −1,252,103−18.0% | Reduced |
| Adams Asset Advisors, LLC | 5,251,160 | $115.6M | 14.84% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,841,487 | $84.6M | 0.00% | −56,349−1.4% | Reduced |
| Knott David M Jr | 3,651,361 | $80.4M | 29.08% | −673,639−15.6% | Reduced |
| Two Seas Capital LP | 1,783,334 | $39.3M | 4.64% | +1,473,327+475.3% | Added |
| Morgan Stanley | 1,538,885 | $33.9M | 0.00% | +1,287,065+511.1% | Added |
| Susquehanna International Group, LLP | 1,518,580 | $33.4M | 0.05% | +476,986+45.8% | Added |
| BlackRock, Inc. | 1,450,590 | $31.9M | 0.00% | +346,871+31.4% | Added |
| State Street Corp | 1,181,976 | $26.0M | 0.00% | +938,698+385.9% | Added |
| Tyro Capital Management LLC | 854,947 | $18.8M | 8.05% | +143,269+20.1% | Added |
| Geode Capital Management, LLC | 772,612 | $17.0M | 0.00% | −5,204−0.7% | Reduced |
| Alta Fundamental Advisers LLC | 577,221 | $12.7M | 4.70% | 00.0% | Unchanged |
| Rangeley Capital, LLC | 534,600 | $11.8M | 11.36% | +534,600 | New |
| Raymond James Financial Inc | 520,649 | $11.5M | 0.00% | +520,649 | New |
| Group One Trading, L.P. | 517,669 | $11.4M | 0.39% | −92,243−15.1% | Reduced |
| Garnet Equity Capital Holdings, Inc. | 455,589 | $10.0M | 6.03% | +92,000+25.3% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 449,528 | $9.90M | 6.03% | +449,528 | New |
| Charles Schwab Investment Management Inc | 405,697 | $8.93M | 0.00% | +4,496+1.1% | Added |
| Goldman Sachs Group Inc | 348,492 | $7.67M | 0.00% | +313,489+895.6% | Added |
| Marshall Wace, LLP | 320,024 | $7.05M | 0.01% | +320,024 | New |
| Royal Bank of Canada | 310,466 | $6.84M | 0.00% | −7,742−2.4% | Reduced |
| Barnett & Company, Inc. | 278,915 | $6.14M | 4.02% | −400−0.1% | Reduced |
| Vanderbilt University | 212,647 | $4.68M | 0.92% | +212,647 | New |
| Citadel Advisors LLC | 205,235 | $4.52M | 0.00% | +205,235 | New |
| First Trust Advisors LP | 203,603 | $4.48M | 0.00% | +203,603 | New |
| Northern Trust Corp | 194,048 | $4.27M | 0.00% | +54,376+38.9% | Added |
| one8zero8, LLC | 174,805 | $3.85M | 0.83% | +174,805 | New |
| Wolverine Trading, LLC | 168,921 | $3.67M | 0.08% | +25,566+17.8% | Added |
| LPL Financial LLC | 158,774 | $3.50M | 0.00% | −36,719−18.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 157,726 | $3.47M | 0.02% | +157,726 | New |
| Caption Management, LLC | 152,594 | $3.36M | 0.14% | +119,694+363.8% | Added |
| Brown Advisory Inc | 150,000 | $3.30M | 0.00% | −35,613−19.2% | Reduced |
| Swiss National Bank | 135,100 | $2.97M | 0.00% | +135,100 | New |
| ING Groep NV | 133,000 | $2.93M | 0.02% | −38,000−22.2% | Reduced |
| UBS Group AG | 131,705 | $2.90M | 0.00% | −55,519−29.7% | Reduced |
| DRW Securities, LLC | 122,942 | $2.71M | 0.18% | +1,841+1.5% | Added |
| Hudson Bay Capital Management LP | 117,032 | $2.58M | 0.02% | +117,032 | New |
| Kovitz Investment Group Partners, LLC | 103,100 | $2.27M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 102,660 | $2.26M | 0.00% | +102,660 | New |
| Barclays PLC | 94,953 | $2.09M | 0.00% | +59,308+166.4% | Added |
| UBS Asset Management Americas Inc | 78,094 | $1.72M | 0.00% | +78,094 | New |
| Rafferty Asset Management, LLC | 68,597 | $1.51M | 0.01% | +68,597 | New |
| Diametric Capital, LP | 65,694 | $1.45M | 0.98% | +65,694 | New |
| Legal & General Group Plc | 63,339 | $1.39M | 0.00% | +63,339 | New |
| Verition Fund Management LLC | 61,810 | $1.36M | 0.01% | +61,810 | New |
| Financial Advisory Service, Inc. | 60,503 | $1.33M | 0.11% | +2,282+3.9% | Added |
| California State Teachers Retirement System | 59,225 | $1.30M | 0.00% | +59,225 | New |
| Commonwealth Equity Services, LLC | 56,932 | $1.25M | 0.00% | −2,624−4.4% | Reduced |
| Linscomb & Williams, Inc. | 55,889 | $1.23M | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 52,857 | $1.16M | 0.12% | +52,857 | New |
| Founders Financial Alliance, LLC | 52,790 | $1.16M | 0.32% | +2,140+4.2% | Added |
| Wells Fargo & Company | 52,227 | $1.15M | 0.00% | −1,050−2.0% | Reduced |
| Amundi | 53,089 | $1.14M | 0.00% | +53,089 | New |
| Citigroup Inc | 51,172 | $1.13M | 0.00% | −18,701−26.8% | Reduced |
| BlueCrest Capital Management Ltd | 50,000 | $1.10M | 0.06% | +10,000+25.0% | Added |
| Ardsley Advisory Partners LP | 50,000 | $1.10M | 0.21% | +15,000+42.9% | Added |
| Colony Group, LLC | 47,000 | $1.03M | 0.00% | +47,000 | New |
| HAP Trading, LLC | 46,817 | $1.03M | 0.35% | +21,191+82.7% | Added |
| Plancorp, LLC | 45,000 | $990.9K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 44,069 | $970.4K | 0.00% | +44,069 | New |
| Creative Planning | 43,259 | $952.6K | 0.00% | −25,400−37.0% | Reduced |
| Harbert Fund Advisors, Inc. | 40,000 | $880.8K | 0.77% | +40,000 | New |
| Valeo Financial Advisors, LLC | 39,641 | $872.9K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 31,980 | $704.2K | 0.00% | +16,127+101.7% | Added |
| Janus Henderson Group PLC | 31,300 | $689.9K | 0.00% | +31,300 | New |
| Gimbal Financial | 27,045 | $595.5K | 0.49% | 00.0% | Unchanged |
| Bank of America Corp | 26,472 | $582.9K | 0.00% | −36,210−57.8% | Reduced |
| JPMorgan Chase & Co | 25,660 | $565.0K | 0.00% | +24,660+2,466.0% | Added |
| J.W. Cole Advisors, Inc. | 25,115 | $553.0K | 0.02% | −1,100−4.2% | Reduced |
| Alpine Global Management, LLC | 25,000 | $550.5K | 0.16% | +9,845+65.0% | Added |
| Omers Administration Corp | 24,600 | $541.7K | 0.00% | +24,600 | New |
| Voleon Capital Management LP | 24,459 | $538.6K | 0.04% | +24,459 | New |
| Jefferies Financial Group Inc. | 22,499 | $495.4K | 0.01% | +22,499 | New |
| Prelude Capital Management, LLC | 22,208 | $489.0K | 0.04% | +22,208 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,750 | $478.9K | 0.00% | +21,750 | New |
| GF Fund Management Co. Ltd. | 20,781 | $457.6K | 0.01% | +20,781 | New |
| ELCO Management Co., LLC | 20,350 | $448.1K | 0.24% | +2,350+13.1% | Added |
| Arizona State Retirement System | 19,919 | $438.6K | 0.00% | +19,919 | New |
| O'Keefe Stevens Advisory, Inc. | 19,419 | $427.6K | 0.13% | +19,419 | New |
| Squarepoint Ops LLC | 18,276 | $402.4K | 0.00% | +18,276 | New |
| CWM Advisors, LLC | 18,253 | $401.9K | 0.04% | −4,934−21.3% | Reduced |
| Simon Quick Advisors, LLC | 18,036 | $397.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 18,000 | $396.4K | 0.08% | +18,000 | New |
| Bank of New York Mellon Corp | 17,088 | $376.3K | 0.00% | −100−0.6% | Reduced |
| Ci Investments Inc. | 16,000 | $352.0K | 0.00% | −4,000−20.0% | Reduced |
| Shay Capital LLC | 15,375 | $338.6K | 0.08% | +15,375 | New |
| Caldwell Sutter Capital, Inc. | 15,000 | $330.3K | 0.15% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 14,000 | $308.3K | 0.91% | +1,750+14.3% | Added |
| KLP Kapitalforvaltning AS | 13,400 | $295.1K | 0.00% | +13,400 | New |
| Howard Bailey Securities, LLC | 13,243 | $291.6K | 0.11% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 12,700 | $279.7K | 0.00% | +12,700 | New |
| Aristeia Capital LLC | 12,583 | $277.1K | 0.01% | +12,583 | New |
| GTS Securities LLC | 11,826 | $260.4K | 0.01% | −74,410−86.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,750 | $258.7K | 0.03% | −32,250−73.3% | Reduced |
| CIBC Private Wealth Group, LLC | 12,000 | $256.6K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 11,501 | $253.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,600 | $233.4K | 0.00% | +10,600 | New |
| Manufacturers Life Insurance Company, The | 10,079 | $221.9K | 0.00% | −478−4.5% | Reduced |
| Cerity Partners LLC | 10,075 | $221.9K | 0.00% | −16,425−62.0% | Reduced |
| Pictet Asset Management Holding SA | 9,810 | $216.0K | 0.00% | +9,810 | New |