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, 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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 11,501 | $145.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,640 | $134.9K | 0.00% | +10,640 | New |
| 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 |
| CIBC Private Wealth Group, LLC | 12,000 | $107.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,454 | $94.5K | 0.00% | −1,350−15.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,589 | $83.5K | 0.00% | +4,523+218.9% | Added |
| Advisor Group Holdings, Inc. | 6,445 | $81.7K | 0.00% | +510+8.6% | Added |
| Ci Investments Inc. | 5,000 | $63.0K | 0.00% | −11,000−68.8% | Reduced |
| Bokf, NA | 4,925 | $62.4K | 0.00% | +4,925 | New |
| Comerica Bank | 3,000 | $38.0K | 0.00% | −1,317−30.5% | Reduced |
| Quest Partners LLC | 2,928 | $37.1K | 0.00% | +152+5.5% | Added |
| Deutsche Bank AG | 2,839 | $36.0K | 0.00% | +2,839 | New |
| Covestor Ltd | 2,037 | $26.0K | 0.02% | +994+95.3% | Added |
| IFP Advisors, Inc | 2,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,720 | $21.8K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,600 | $20.3K | 0.00% | +1,600 | New |
| Lindbrook Capital, LLC | 1,300 | $16.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 988 | $12.5K | 0.00% | −5,829−85.5% | Reduced |
| McIlrath & Eck, LLC | 500 | $6.34K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $5.71K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 445 | $5.64K | 0.00% | −400−47.3% | Reduced |
| Salem Investment Counselors Inc | 300 | $3.80K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $3.17K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 185 | $2.35K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 102 | $1.29K | 0.00% | +102 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 61 | $773 | 0.00% | −449,467−100.0% | Reduced |
| FMR LLC | 1 | $14 | 0.00% | +1 | New |
| National Bank of Canada | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −854,947−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −212,647−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −205,235−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −65,694−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −53,089−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −46,817−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −24,459−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,276−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −12,583−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,075−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| EnRich Financial Partners LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |