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 2025
Institutional positions in Calumet, Inc. as of Mar 31, 2025. 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
- 129
- +7 vs. Q4 2024
- Shares held
- 39.7M
- +2.77M (+7.5%) vs. Q4 2024
- Total value
- $503.5M
- −$310.0M (−38.1%) vs. Q4 2024
- New holders
- 28
- 42 more added
- Sold out
- 21
- 36 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $13 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $14 | 0.00% | +1 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 61 | $773 | 0.00% | −449,467−100.0% | Reduced |
| GAMMA Investing LLC | 102 | $1.29K | 0.00% | +102 | New |
| ORG Partners LLC | 185 | $2.35K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $3.17K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $3.80K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 445 | $5.64K | 0.00% | −400−47.3% | Reduced |
| Spire Wealth Management | 450 | $5.71K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $6.34K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 988 | $12.5K | 0.00% | −5,829−85.5% | Reduced |
| Lindbrook Capital, LLC | 1,300 | $16.5K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,600 | $20.3K | 0.00% | +1,600 | New |
| Harbour Investments, Inc. | 1,720 | $21.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,037 | $26.0K | 0.02% | +994+95.3% | Added |
| Deutsche Bank AG | 2,839 | $36.0K | 0.00% | +2,839 | New |
| Quest Partners LLC | 2,928 | $37.1K | 0.00% | +152+5.5% | Added |
| Comerica Bank | 3,000 | $38.0K | 0.00% | −1,317−30.5% | Reduced |
| Bokf, NA | 4,925 | $62.4K | 0.00% | +4,925 | New |
| Ci Investments Inc. | 5,000 | $63.0K | 0.00% | −11,000−68.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,445 | $81.7K | 0.00% | +510+8.6% | Added |
| Tower Research Capital LLC (TRC) | 6,589 | $83.5K | 0.00% | +4,523+218.9% | Added |
| GWM Advisors LLC | 7,454 | $94.5K | 0.00% | −1,350−15.3% | Reduced |
| CIBC Private Wealth Group, LLC | 12,000 | $107.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,000 | $126.8K | 0.00% | −600−5.7% | Reduced |
| Zuckerman Investment Group, LLC | 10,000 | $126.8K | 0.01% | +10,000 | New |
| Teacher Retirement System of Texas | 10,640 | $134.9K | 0.00% | +10,640 | New |
| Sapient Capital LLC | 11,501 | $145.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,520 | $146.1K | 0.00% | +1,441+14.3% | Added |
| Premier Path Wealth Partners, LLC | 11,533 | $146.2K | 0.02% | +11,533 | New |
| Pictet Asset Management Holding SA | 11,656 | $147.8K | 0.00% | +1,846+18.8% | Added |
| Advisor Resource Council | 12,060 | $152.9K | 0.01% | +12,060 | New |
| GTS Securities LLC | 12,294 | $155.9K | 0.01% | +468+4.0% | Added |
| Howard Bailey Securities, LLC | 13,243 | $167.9K | 0.06% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 13,400 | $169.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15,000 | $190.2K | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 15,395 | $195.2K | 0.00% | −28,674−65.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,321 | $206.9K | 0.05% | +16,321 | New |
| Winton Group Ltd | 16,906 | $214.4K | 0.01% | +16,906 | New |
| Bank of New York Mellon Corp | 17,088 | $216.7K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 17,283 | $219.1K | 0.00% | +17,283 | New |
| J.W. Cole Advisors, Inc. | 17,639 | $223.7K | 0.01% | −7,476−29.8% | Reduced |
| Jefferies Financial Group Inc. | 17,917 | $227.2K | 0.00% | −4,582−20.4% | Reduced |
| Bryce Point Capital, LLC | 18,696 | $227.5K | 0.17% | +18,696 | New |
| Simon Quick Advisors, LLC | 18,036 | $228.7K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 18,446 | $233.9K | 0.00% | −84,214−82.0% | Reduced |
| Freestone Grove Partners LP | 19,488 | $247.1K | 0.00% | +19,488 | New |
| Cannon Global Investment Management, LLC | 19,900 | $252.3K | 0.70% | +19,900 | New |
| GF Fund Management Co. Ltd. | 19,990 | $253.5K | 0.01% | −791−3.8% | Reduced |
| Centiva Capital, LP | 20,000 | $253.6K | 0.01% | +20,000 | New |
| Arizona State Retirement System | 20,919 | $265.3K | 0.00% | +1,000+5.0% | Added |
| SG Americas Securities, LLC | 21,334 | $271.0K | 0.00% | +21,334 | New |
| Jane Street Group, LLC | 22,026 | $279.3K | 0.00% | +22,026 | New |
| O'Keefe Stevens Advisory, Inc. | 23,914 | $303.2K | 0.10% | +4,495+23.1% | Added |
| Gimbal Financial | 24,545 | $311.2K | 0.28% | −2,500−9.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,769 | $314.1K | 0.00% | +3,019+13.9% | Added |
| CWM Advisors, LLC | 26,320 | $333.7K | 0.04% | +8,067+44.2% | Added |
| JPMorgan Chase & Co | 28,482 | $361.2K | 0.00% | +2,822+11.0% | Added |
| Shay Capital LLC | 29,142 | $369.5K | 0.11% | +13,767+89.5% | Added |
| Mariner, LLC | 30,878 | $391.5K | 0.00% | −1,102−3.4% | Reduced |
| ING Groep NV | 32,000 | $405.8K | 0.00% | −101,000−75.9% | Reduced |
| Janus Henderson Group PLC | 31,300 | $412.2K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 32,658 | $414.1K | 0.23% | +12,308+60.5% | Added |
| Walleye Capital LLC | 34,900 | $442.5K | 0.00% | +34,900 | New |
| Landscape Capital Management, L.L.C. | 37,121 | $470.7K | 0.04% | −15,736−29.8% | Reduced |
| Valeo Financial Advisors, LLC | 39,641 | $502.6K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 39,865 | $505.5K | 0.00% | −11,307−22.1% | Reduced |
| Brevan Howard Capital Management LP | 40,737 | $516.5K | 0.01% | +40,737 | New |
| Omers Administration Corp | 41,800 | $530.0K | 0.00% | +17,200+69.9% | Added |
| Creative Planning | 42,970 | $544.9K | 0.00% | −289−0.7% | Reduced |
| IMC-Chicago, LLC | 43,138 | $547.0K | 0.02% | +43,138 | New |
| DRW Securities, LLC | 43,760 | $554.9K | 0.05% | −79,182−64.4% | Reduced |
| Colony Group, LLC | 43,937 | $557.1K | 0.00% | −3,063−6.5% | Reduced |
| Quantessence Capital LLC | 44,436 | $563.4K | 0.14% | +44,436 | New |
| Wells Fargo & Company | 44,944 | $569.9K | 0.00% | −7,283−13.9% | Reduced |
| Plancorp, LLC | 45,000 | $570.6K | 0.02% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 45,865 | $581.6K | 0.03% | +45,865 | New |
| Jain Global LLC | 49,144 | $623.1K | 0.01% | +39,944+434.2% | Added |
| Legal & General Group Plc | 52,821 | $669.8K | 0.00% | −10,518−16.6% | Reduced |
| Wolverine Trading, LLC | 53,376 | $702.4K | 0.02% | −115,545−68.4% | Reduced |
| Founders Financial Alliance, LLC | 55,430 | $702.9K | 0.17% | +2,640+5.0% | Added |
| Linscomb & Williams, Inc. | 55,889 | $708.7K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 58,207 | $738.0K | 0.00% | +1,275+2.2% | Added |
| California State Teachers Retirement System | 59,225 | $751.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 59,471 | $754.1K | 0.08% | +37,263+167.8% | Added |
| ExodusPoint Capital Management, LP | 59,941 | $760.0K | 0.01% | +59,941 | New |
| Trexquant Investment LP | 60,673 | $769.3K | 0.01% | +60,673 | New |
| BlueCrest Capital Management Ltd | 70,000 | $887.6K | 0.14% | +20,000+40.0% | Added |
| Balyasny Asset Management LLC | 73,768 | $935.4K | 0.00% | +73,768 | New |
| HRT Financial LP | 79,824 | $1.01M | 0.01% | +79,824 | New |
| Financial Advisory Service, Inc. | 89,021 | $1.13M | 0.09% | +28,518+47.1% | Added |
| Barclays PLC | 89,379 | $1.13M | 0.00% | −5,574−5.9% | Reduced |
| Group One Trading, L.P. | 98,088 | $1.24M | 0.05% | −419,581−81.1% | Reduced |
| Caption Management, LLC | 98,128 | $1.24M | 0.06% | −54,466−35.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 103,100 | $1.31M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 123,455 | $1.57M | 0.01% | +54,858+80.0% | Added |
| Swiss National Bank | 141,600 | $1.80M | 0.00% | +6,500+4.8% | Added |
| Brown Advisory Inc | 150,000 | $1.90M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 156,157 | $1.98M | 0.00% | −2,617−1.6% | Reduced |