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 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 |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $22 | 0.00% | +1 | New |
| Pacific Capital Wealth Advisors, Inc | 6 | $132 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 9 | $200 | 0.00% | +9 | New |
| ORG Partners LLC | 185 | $4.07K | 0.00% | +185 | New |
| Atticus Wealth Management, LLC | 250 | $5.50K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $6.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $9.91K | 0.00% | +450 | New |
| McIlrath & Eck, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 845 | $18.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 877 | $19.3K | 0.01% | +877 | New |
| Covestor Ltd | 1,043 | $23.0K | 0.01% | −2,828−73.1% | Reduced |
| Lindbrook Capital, LLC | 1,300 | $28.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,720 | $37.9K | 0.00% | −125−6.8% | Reduced |
| IFP Advisors, Inc | 2,000 | $44.0K | 0.00% | −2,000−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,066 | $45.5K | 0.00% | +730+54.6% | Added |
| Quest Partners LLC | 2,776 | $61.1K | 0.01% | −10,292−78.8% | Reduced |
| EnRich Financial Partners LLC | 2,800 | $61.7K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 4,317 | $95.1K | 0.00% | +4,317 | New |
| Advisor Group Holdings, Inc. | 5,935 | $130.7K | 0.00% | +1,471+33.0% | Added |
| Van Hulzen Asset Management, LLC | 6,500 | $143.1K | 0.01% | +6,500 | New |
| BNP Paribas Arbitrage, SA | 6,817 | $150.1K | 0.00% | +2,132+45.5% | Added |
| GWM Advisors LLC | 8,804 | $193.9K | 0.00% | −727−7.6% | Reduced |
| Jain Global LLC | 9,200 | $202.6K | 0.01% | +9,200 | New |
| Pictet Asset Management Holding SA | 9,810 | $216.0K | 0.00% | +9,810 | New |
| Cerity Partners LLC | 10,075 | $221.9K | 0.00% | −16,425−62.0% | Reduced |
| Manufacturers Life Insurance Company, The | 10,079 | $221.9K | 0.00% | −478−4.5% | Reduced |
| Mercer Global Advisors Inc | 10,600 | $233.4K | 0.00% | +10,600 | New |
| Sapient Capital LLC | 11,501 | $253.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,000 | $256.6K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 11,750 | $258.7K | 0.03% | −32,250−73.3% | Reduced |
| GTS Securities LLC | 11,826 | $260.4K | 0.01% | −74,410−86.3% | Reduced |
| Aristeia Capital LLC | 12,583 | $277.1K | 0.01% | +12,583 | New |
| Susquehanna Fundamental Investments, LLC | 12,700 | $279.7K | 0.00% | +12,700 | New |
| Howard Bailey Securities, LLC | 13,243 | $291.6K | 0.11% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 13,400 | $295.1K | 0.00% | +13,400 | New |
| Fifth Lane Capital, LP | 14,000 | $308.3K | 0.91% | +1,750+14.3% | Added |
| Caldwell Sutter Capital, Inc. | 15,000 | $330.3K | 0.15% | 00.0% | Unchanged |
| Shay Capital LLC | 15,375 | $338.6K | 0.08% | +15,375 | New |
| Ci Investments Inc. | 16,000 | $352.0K | 0.00% | −4,000−20.0% | Reduced |
| Bank of New York Mellon Corp | 17,088 | $376.3K | 0.00% | −100−0.6% | Reduced |
| Quarry LP | 18,000 | $396.4K | 0.08% | +18,000 | New |
| Simon Quick Advisors, LLC | 18,036 | $397.2K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 18,253 | $401.9K | 0.04% | −4,934−21.3% | Reduced |
| Squarepoint Ops LLC | 18,276 | $402.4K | 0.00% | +18,276 | New |
| O'Keefe Stevens Advisory, Inc. | 19,419 | $427.6K | 0.13% | +19,419 | New |
| Arizona State Retirement System | 19,919 | $438.6K | 0.00% | +19,919 | New |
| ELCO Management Co., LLC | 20,350 | $448.1K | 0.24% | +2,350+13.1% | Added |
| GF Fund Management Co. Ltd. | 20,781 | $457.6K | 0.01% | +20,781 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,750 | $478.9K | 0.00% | +21,750 | New |
| Prelude Capital Management, LLC | 22,208 | $489.0K | 0.04% | +22,208 | New |
| Jefferies Financial Group Inc. | 22,499 | $495.4K | 0.01% | +22,499 | New |
| Voleon Capital Management LP | 24,459 | $538.6K | 0.04% | +24,459 | New |
| Omers Administration Corp | 24,600 | $541.7K | 0.00% | +24,600 | New |
| Alpine Global Management, LLC | 25,000 | $550.5K | 0.16% | +9,845+65.0% | Added |
| J.W. Cole Advisors, Inc. | 25,115 | $553.0K | 0.02% | −1,100−4.2% | Reduced |
| JPMorgan Chase & Co | 25,660 | $565.0K | 0.00% | +24,660+2,466.0% | Added |
| Bank of America Corp | 26,472 | $582.9K | 0.00% | −36,210−57.8% | Reduced |
| Gimbal Financial | 27,045 | $595.5K | 0.49% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 31,300 | $689.9K | 0.00% | +31,300 | New |
| Mariner, LLC | 31,980 | $704.2K | 0.00% | +16,127+101.7% | Added |
| Valeo Financial Advisors, LLC | 39,641 | $872.9K | 0.02% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 40,000 | $880.8K | 0.77% | +40,000 | New |
| Creative Planning | 43,259 | $952.6K | 0.00% | −25,400−37.0% | Reduced |
| Invesco Ltd. | 44,069 | $970.4K | 0.00% | +44,069 | New |
| Plancorp, LLC | 45,000 | $990.9K | 0.04% | 00.0% | Unchanged |
| HAP Trading, LLC | 46,817 | $1.03M | 0.35% | +21,191+82.7% | Added |
| Colony Group, LLC | 47,000 | $1.03M | 0.00% | +47,000 | New |
| 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 |
| Citigroup Inc | 51,172 | $1.13M | 0.00% | −18,701−26.8% | Reduced |
| Amundi | 53,089 | $1.14M | 0.00% | +53,089 | New |
| Wells Fargo & Company | 52,227 | $1.15M | 0.00% | −1,050−2.0% | Reduced |
| Founders Financial Alliance, LLC | 52,790 | $1.16M | 0.32% | +2,140+4.2% | Added |
| Landscape Capital Management, L.L.C. | 52,857 | $1.16M | 0.12% | +52,857 | New |
| Linscomb & Williams, Inc. | 55,889 | $1.23M | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 56,932 | $1.25M | 0.00% | −2,624−4.4% | Reduced |
| California State Teachers Retirement System | 59,225 | $1.30M | 0.00% | +59,225 | New |
| Financial Advisory Service, Inc. | 60,503 | $1.33M | 0.11% | +2,282+3.9% | Added |
| Verition Fund Management LLC | 61,810 | $1.36M | 0.01% | +61,810 | New |
| Legal & General Group Plc | 63,339 | $1.39M | 0.00% | +63,339 | New |
| Diametric Capital, LP | 65,694 | $1.45M | 0.98% | +65,694 | New |
| Rafferty Asset Management, LLC | 68,597 | $1.51M | 0.01% | +68,597 | New |
| UBS Asset Management Americas Inc | 78,094 | $1.72M | 0.00% | +78,094 | New |
| Barclays PLC | 94,953 | $2.09M | 0.00% | +59,308+166.4% | Added |
| Qube Research & Technologies Ltd | 102,660 | $2.26M | 0.00% | +102,660 | New |
| Kovitz Investment Group Partners, LLC | 103,100 | $2.27M | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 117,032 | $2.58M | 0.02% | +117,032 | New |
| DRW Securities, LLC | 122,942 | $2.71M | 0.18% | +1,841+1.5% | Added |
| UBS Group AG | 131,705 | $2.90M | 0.00% | −55,519−29.7% | Reduced |
| ING Groep NV | 133,000 | $2.93M | 0.02% | −38,000−22.2% | Reduced |
| Swiss National Bank | 135,100 | $2.97M | 0.00% | +135,100 | New |
| Brown Advisory Inc | 150,000 | $3.30M | 0.00% | −35,613−19.2% | Reduced |
| Caption Management, LLC | 152,594 | $3.36M | 0.14% | +119,694+363.8% | Added |
| Schonfeld Strategic Advisors LLC | 157,726 | $3.47M | 0.02% | +157,726 | New |
| LPL Financial LLC | 158,774 | $3.50M | 0.00% | −36,719−18.8% | Reduced |
| Wolverine Trading, LLC | 168,921 | $3.67M | 0.08% | +25,566+17.8% | Added |
| one8zero8, LLC | 174,805 | $3.85M | 0.83% | +174,805 | New |
| Northern Trust Corp | 194,048 | $4.27M | 0.00% | +54,376+38.9% | Added |
| First Trust Advisors LP | 203,603 | $4.48M | 0.00% | +203,603 | New |
| Citadel Advisors LLC | 205,235 | $4.52M | 0.00% | +205,235 | New |