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 |
|---|---|---|---|---|---|
| Jain Global LLC | 9,200 | $202.6K | 0.01% | +9,200 | New |
| GWM Advisors LLC | 8,804 | $193.9K | 0.00% | −727−7.6% | Reduced |
| BNP Paribas Arbitrage, SA | 6,817 | $150.1K | 0.00% | +2,132+45.5% | Added |
| Van Hulzen Asset Management, LLC | 6,500 | $143.1K | 0.01% | +6,500 | New |
| Advisor Group Holdings, Inc. | 5,935 | $130.7K | 0.00% | +1,471+33.0% | Added |
| Comerica Bank | 4,317 | $95.1K | 0.00% | +4,317 | New |
| EnRich Financial Partners LLC | 2,800 | $61.7K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 2,776 | $61.1K | 0.01% | −10,292−78.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,066 | $45.5K | 0.00% | +730+54.6% | Added |
| IFP Advisors, Inc | 2,000 | $44.0K | 0.00% | −2,000−50.0% | Reduced |
| Harbour Investments, Inc. | 1,720 | $37.9K | 0.00% | −125−6.8% | Reduced |
| Lindbrook Capital, LLC | 1,300 | $28.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,043 | $23.0K | 0.01% | −2,828−73.1% | Reduced |
| Skopos Labs, Inc. | 877 | $19.3K | 0.01% | +877 | New |
| Russell Investments Group, Ltd. | 845 | $18.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $9.91K | 0.00% | +450 | New |
| Salem Investment Counselors Inc | 300 | $6.61K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $5.50K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 185 | $4.07K | 0.00% | +185 | New |
| RE Dickinson Investment Advisors, LLC | 9 | $200 | 0.00% | +9 | New |
| Pacific Capital Wealth Advisors, Inc | 6 | $132 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $22 | 0.00% | +1 | New |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Grizzlyrock Capital, LLC | 0 | $0 | 0.00% | −372,431−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −341,102−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −164,009−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −72,017−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33,324−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −22,799−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,053−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −11,316−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |