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, Q2 2025
Institutional positions in Calumet, Inc. as of Jun 30, 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
- 134
- +6 vs. Q1 2025
- Shares held
- 44.4M
- +4.66M (+11.7%) vs. Q1 2025
- Total value
- $699.1M
- +$195.6M (+38.8%) vs. Q1 2025
- New holders
- 35
- 43 more added
- Sold out
- 29
- 29 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasserstein Debt Opportunities Management, L.P. | 5,817,012 | $91.6M | 100.00% | +180,197+3.2% | Added |
| Adams Asset Advisors, LLC | 5,406,271 | $85.2M | 11.98% | +49,948+0.9% | Added |
| BlackRock, Inc. | 4,708,310 | $74.2M | 0.00% | +3,279,358+229.5% | Added |
| Vanguard Group Inc | 4,667,226 | $73.5M | 0.00% | +824,858+21.5% | Added |
| Two Seas Capital LP | 4,497,609 | $70.9M | 6.95% | +1,631,098+56.9% | Added |
| Knott David M Jr | 3,275,231 | $51.6M | 23.39% | −21,963−0.7% | Reduced |
| State Street Corp | 2,173,372 | $34.2M | 0.00% | +292,922+15.6% | Added |
| Geode Capital Management, LLC | 1,704,670 | $26.9M | 0.00% | +901,933+112.4% | Added |
| Marshall Wace, LLP | 656,624 | $10.3M | 0.01% | −297,905−31.2% | Reduced |
| Garnet Equity Capital Holdings, Inc. | 610,543 | $9.62M | 4.45% | −100,000−14.1% | Reduced |
| Bank of America Corp | 609,307 | $9.60M | 0.00% | +20,110+3.4% | Added |
| Northern Trust Corp | 600,548 | $9.46M | 0.00% | +413,950+221.8% | Added |
| Charles Schwab Investment Management Inc | 571,005 | $9.00M | 0.00% | +175,100+44.2% | Added |
| Raymond James Financial Inc | 534,021 | $8.41M | 0.00% | −8,332−1.5% | Reduced |
| Morgan Stanley | 511,643 | $8.06M | 0.00% | −291,202−36.3% | Reduced |
| Alta Fundamental Advisers LLC | 459,937 | $7.25M | 3.96% | 00.0% | Unchanged |
| UBS Group AG | 452,377 | $7.13M | 0.00% | +222,685+96.9% | Added |
| Verition Fund Management LLC | 336,440 | $5.30M | 0.03% | −72,542−17.7% | Reduced |
| AYAL Capital Advisors Ltd | 335,000 | $5.28M | 2.88% | +335,000 | New |
| Royal Bank of Canada | 319,047 | $5.03M | 0.00% | +2,141+0.7% | Added |
| Rangeley Capital, LLC | 319,000 | $5.03M | 6.33% | −200,787−38.6% | Reduced |
| UBS Asset Management Americas Inc | 282,366 | $4.45M | 0.00% | +70,140+33.0% | Added |
| Hudson Bay Capital Management LP | 264,060 | $4.16M | 0.03% | +130.0% | Added |
| Barnett & Company, Inc. | 232,015 | $3.66M | 2.88% | 00.0% | Unchanged |
| Trexquant Investment LP | 226,104 | $3.56M | 0.04% | +165,431+272.7% | Added |
| Bank of New York Mellon Corp | 213,273 | $3.36M | 0.00% | +196,185+1,148.1% | Added |
| Millennium Management LLC | 207,965 | $3.28M | 0.00% | −1,471,010−87.6% | Reduced |
| one8zero8, LLC | 187,500 | $2.95M | 0.70% | +9,145+5.1% | Added |
| BNP Paribas Arbitrage, SA | 183,890 | $2.90M | 0.00% | +182,902+18,512.3% | Added |
| Walleye Capital LLC | 164,989 | $2.60M | 0.02% | +130,089+372.7% | Added |
| Nuveen, LLC | 157,067 | $2.47M | 0.00% | +157,067 | New |
| Brown Advisory Inc | 150,000 | $2.36M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 149,021 | $2.35M | 0.00% | +59,642+66.7% | Added |
| Diametric Capital, LP | 146,777 | $2.31M | 1.23% | +146,777 | New |
| LPL Financial LLC | 141,275 | $2.23M | 0.00% | −14,882−9.5% | Reduced |
| Goldman Sachs Group Inc | 133,713 | $2.11M | 0.00% | −331,556−71.3% | Reduced |
| Swiss National Bank | 131,700 | $2.07M | 0.00% | −9,900−7.0% | Reduced |
| Susquehanna International Group, LLP | 124,195 | $1.96M | 0.00% | −1,699,777−93.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 110,600 | $1.74M | 0.01% | +7,500+7.3% | Added |
| Rhumbline Advisers | 102,160 | $1.61M | 0.00% | +102,160 | New |
| Invesco Ltd. | 94,642 | $1.49M | 0.00% | +79,247+514.8% | Added |
| Financial Advisory Service, Inc. | 89,421 | $1.41M | 0.10% | +400+0.4% | Added |
| Wells Fargo & Company | 89,395 | $1.41M | 0.00% | +44,451+98.9% | Added |
| Citigroup Inc | 85,396 | $1.35M | 0.00% | +45,531+114.2% | Added |
| Rafferty Asset Management, LLC | 84,034 | $1.32M | 0.00% | −39,421−31.9% | Reduced |
| Group One Trading, L.P. | 77,659 | $1.22M | 0.04% | −20,429−20.8% | Reduced |
| Legal & General Group Plc | 72,143 | $1.14M | 0.00% | +19,322+36.6% | Added |
| Alliancebernstein L.P. | 70,100 | $1.10M | 0.00% | +70,100 | New |
| Founders Financial Alliance, LLC | 66,305 | $1.04M | 0.24% | +10,875+19.6% | Added |
| California State Teachers Retirement System | 63,529 | $1.00M | 0.00% | +4,304+7.3% | Added |
| JPMorgan Chase & Co | 59,623 | $939.4K | 0.00% | +31,141+109.3% | Added |
| Prelude Capital Management, LLC | 57,426 | $904.7K | 0.09% | −2,045−3.4% | Reduced |
| Aristeia Capital LLC | 56,907 | $896.6K | 0.03% | +56,907 | New |
| Commonwealth Equity Services, LLC | 56,404 | $889.0K | 0.00% | −1,803−3.1% | Reduced |
| Linscomb & Williams, Inc. | 55,889 | $880.5K | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 50,000 | $787.8K | 0.00% | +50,000 | New |
| Freestone Grove Partners LP | 48,118 | $758.1K | 0.01% | +28,630+146.9% | Added |
| BlueCrest Capital Management Ltd | 48,000 | $756.2K | 0.08% | −22,000−31.4% | Reduced |
| Deutsche Bank AG | 46,868 | $738.6K | 0.00% | +44,029+1,550.9% | Added |
| Aventail Capital Group, LP | 45,865 | $722.6K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 45,000 | $709.0K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 43,060 | $678.4K | 0.36% | +10,402+31.9% | Added |
| Creative Planning | 42,970 | $677.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 42,265 | $665.9K | 0.03% | +25,359+150.0% | Added |
| MetLife Investment Management | 41,714 | $657.2K | 0.00% | +41,714 | New |
| Valeo Financial Advisors, LLC | 38,568 | $607.6K | 0.01% | −1,073−2.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,797 | $595.5K | 0.00% | +37,797 | New |
| CI Private Wealth, LLC | 36,625 | $577.0K | 0.00% | +36,625 | New |
| Mariner, LLC | 34,864 | $549.3K | 0.00% | +3,986+12.9% | Added |
| Manufacturers Life Insurance Company, The | 34,551 | $544.4K | 0.00% | +23,031+199.9% | Added |
| Price T Rowe Associates Inc | 34,451 | $543.0K | 0.00% | +34,451 | New |
| Intech Investment Management LLC | 32,884 | $518.1K | 0.00% | +32,884 | New |
| Squarepoint Ops LLC | 31,736 | $500.0K | 0.00% | +31,736 | New |
| Janus Henderson Group PLC | 31,300 | $493.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 29,700 | $467.9K | 0.02% | +29,700 | New |
| Renaissance Technologies LLC | 29,600 | $466.3K | 0.00% | +29,600 | New |
| Citadel Advisors LLC | 28,852 | $454.6K | 0.00% | +28,852 | New |
| Shay Capital LLC | 26,894 | $423.7K | 0.10% | −2,248−7.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 26,817 | $422.5K | 0.12% | +2,903+12.1% | Added |
| Dynamic Technology Lab Private Ltd | 25,880 | $408.0K | 0.06% | +25,880 | New |
| CWM Advisors, LLC | 24,852 | $391.5K | 0.04% | −1,468−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,769 | $390.2K | 0.00% | 00.0% | Unchanged |
| Gimbal Financial | 24,545 | $386.7K | 0.24% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 23,289 | $366.9K | 0.01% | +5,650+32.0% | Added |
| New York State Common Retirement Fund | 21,800 | $343.5K | 0.00% | +21,800 | New |
| Wolverine Trading, LLC | 21,134 | $328.2K | 0.01% | −32,242−60.4% | Reduced |
| GF Fund Management Co. Ltd. | 20,295 | $319.7K | 0.01% | +305+1.5% | Added |
| Arizona State Retirement System | 20,018 | $315.4K | 0.00% | −901−4.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 19,483 | $307.0K | 0.14% | +4,483+29.9% | Added |
| Voya Investment Management LLC | 19,014 | $299.6K | 0.00% | +19,014 | New |
| Van Eck Associates Corp | 18,538 | $292.0K | 0.00% | +18,538 | New |
| Simon Quick Advisors, LLC | 18,036 | $284.2K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,527 | $244.6K | 0.00% | +15,527 | New |
| Quantbot Technologies LP | 15,268 | $240.5K | 0.01% | +15,268 | New |
| Engineers Gate Manager LP | 14,600 | $230.0K | 0.00% | +14,600 | New |
| ProShare Advisors LLC | 14,146 | $222.9K | 0.00% | +14,146 | New |
| KLP Kapitalforvaltning AS | 13,400 | $211.1K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 13,147 | $207.1K | 0.01% | −29,991−69.5% | Reduced |
| SP Asset Management LLC | 13,000 | $204.8K | 0.02% | +13,000 | New |
| Premier Path Wealth Partners, LLC | 12,853 | $202.5K | 0.03% | +1,320+11.4% | Added |