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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 8 | $126 | 0.00% | +8 | New |
| CWM, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Principal Securities, Inc. | 75 | $1.18K | 0.00% | +75 | New |
| GAMMA Investing LLC | 102 | $1.61K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $1.97K | 0.00% | +125 | New |
| ORG Partners LLC | 185 | $2.87K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $3.94K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $4.73K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 445 | $7.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $7.09K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $7.88K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 601 | $9.47K | 0.00% | +601 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 608 | $10.0K | 0.00% | +608 | New |
| Skopos Labs, Inc. | 697 | $11.0K | 0.00% | +697 | New |
| FMR LLC | 1,147 | $18.1K | 0.00% | +1,146+114,600.0% | Added |
| Sterling Capital Management LLC | 1,667 | $26.3K | 0.00% | +1,667 | New |
| Harbour Investments, Inc. | 1,720 | $27.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,356 | $37.0K | 0.00% | +2,356 | New |
| Covestor Ltd | 2,517 | $39.0K | 0.02% | +480+23.6% | Added |
| Quest Partners LLC | 2,776 | $43.7K | 0.00% | −152−5.2% | Reduced |
| Comerica Bank | 3,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 3,350 | $52.8K | 0.01% | +1,750+109.4% | Added |
| Advisor Group Holdings, Inc. | 3,934 | $62.0K | 0.00% | −2,511−39.0% | Reduced |
| Bokf, NA | 4,925 | $77.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,620 | $88.5K | 0.00% | −969−14.7% | Reduced |
| GWM Advisors LLC | 6,704 | $105.6K | 0.00% | −750−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,042 | $110.9K | 0.00% | +7,042 | New |
| Mercer Global Advisors Inc | 10,000 | $157.6K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,472 | $165.0K | 0.00% | −168−1.6% | Reduced |
| Sapient Capital LLC | 11,501 | $181.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,656 | $183.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,000 | $189.1K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 12,236 | $192.8K | 0.01% | −31,524−72.0% | Reduced |
| Premier Path Wealth Partners, LLC | 12,853 | $202.5K | 0.03% | +1,320+11.4% | Added |
| SP Asset Management LLC | 13,000 | $204.8K | 0.02% | +13,000 | New |
| IMC-Chicago, LLC | 13,147 | $207.1K | 0.01% | −29,991−69.5% | Reduced |
| KLP Kapitalforvaltning AS | 13,400 | $211.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,146 | $222.9K | 0.00% | +14,146 | New |
| Engineers Gate Manager LP | 14,600 | $230.0K | 0.00% | +14,600 | New |
| Quantbot Technologies LP | 15,268 | $240.5K | 0.01% | +15,268 | New |
| Police & Firemen's Retirement System of New Jersey | 15,527 | $244.6K | 0.00% | +15,527 | New |
| Simon Quick Advisors, LLC | 18,036 | $284.2K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 18,538 | $292.0K | 0.00% | +18,538 | New |
| Voya Investment Management LLC | 19,014 | $299.6K | 0.00% | +19,014 | New |
| Caldwell Sutter Capital, Inc. | 19,483 | $307.0K | 0.14% | +4,483+29.9% | Added |
| Arizona State Retirement System | 20,018 | $315.4K | 0.00% | −901−4.3% | Reduced |
| GF Fund Management Co. Ltd. | 20,295 | $319.7K | 0.01% | +305+1.5% | Added |
| Wolverine Trading, LLC | 21,134 | $328.2K | 0.01% | −32,242−60.4% | Reduced |
| New York State Common Retirement Fund | 21,800 | $343.5K | 0.00% | +21,800 | New |
| J.W. Cole Advisors, Inc. | 23,289 | $366.9K | 0.01% | +5,650+32.0% | Added |
| Gimbal Financial | 24,545 | $386.7K | 0.24% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,769 | $390.2K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 24,852 | $391.5K | 0.04% | −1,468−5.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,880 | $408.0K | 0.06% | +25,880 | New |
| O'Keefe Stevens Advisory, Inc. | 26,817 | $422.5K | 0.12% | +2,903+12.1% | Added |
| Shay Capital LLC | 26,894 | $423.7K | 0.10% | −2,248−7.7% | Reduced |
| Citadel Advisors LLC | 28,852 | $454.6K | 0.00% | +28,852 | New |
| Renaissance Technologies LLC | 29,600 | $466.3K | 0.00% | +29,600 | New |
| XTX Topco Ltd | 29,700 | $467.9K | 0.02% | +29,700 | New |
| Janus Henderson Group PLC | 31,300 | $493.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 31,736 | $500.0K | 0.00% | +31,736 | New |
| Intech Investment Management LLC | 32,884 | $518.1K | 0.00% | +32,884 | New |
| Price T Rowe Associates Inc | 34,451 | $543.0K | 0.00% | +34,451 | New |
| Manufacturers Life Insurance Company, The | 34,551 | $544.4K | 0.00% | +23,031+199.9% | Added |
| Mariner, LLC | 34,864 | $549.3K | 0.00% | +3,986+12.9% | Added |
| CI Private Wealth, LLC | 36,625 | $577.0K | 0.00% | +36,625 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 37,797 | $595.5K | 0.00% | +37,797 | New |
| Valeo Financial Advisors, LLC | 38,568 | $607.6K | 0.01% | −1,073−2.7% | Reduced |
| MetLife Investment Management | 41,714 | $657.2K | 0.00% | +41,714 | New |
| Winton Group Ltd | 42,265 | $665.9K | 0.03% | +25,359+150.0% | Added |
| Creative Planning | 42,970 | $677.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 43,060 | $678.4K | 0.36% | +10,402+31.9% | Added |
| Plancorp, LLC | 45,000 | $709.0K | 0.02% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 45,865 | $722.6K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 46,868 | $738.6K | 0.00% | +44,029+1,550.9% | Added |
| BlueCrest Capital Management Ltd | 48,000 | $756.2K | 0.08% | −22,000−31.4% | Reduced |
| Freestone Grove Partners LP | 48,118 | $758.1K | 0.01% | +28,630+146.9% | Added |
| Toronto Dominion Bank | 50,000 | $787.8K | 0.00% | +50,000 | New |
| Linscomb & Williams, Inc. | 55,889 | $880.5K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 56,404 | $889.0K | 0.00% | −1,803−3.1% | Reduced |
| Aristeia Capital LLC | 56,907 | $896.6K | 0.03% | +56,907 | New |
| Prelude Capital Management, LLC | 57,426 | $904.7K | 0.09% | −2,045−3.4% | Reduced |
| JPMorgan Chase & Co | 59,623 | $939.4K | 0.00% | +31,141+109.3% | Added |
| California State Teachers Retirement System | 63,529 | $1.00M | 0.00% | +4,304+7.3% | Added |
| Founders Financial Alliance, LLC | 66,305 | $1.04M | 0.24% | +10,875+19.6% | Added |
| Alliancebernstein L.P. | 70,100 | $1.10M | 0.00% | +70,100 | New |
| Legal & General Group Plc | 72,143 | $1.14M | 0.00% | +19,322+36.6% | Added |
| Group One Trading, L.P. | 77,659 | $1.22M | 0.04% | −20,429−20.8% | Reduced |
| Rafferty Asset Management, LLC | 84,034 | $1.32M | 0.00% | −39,421−31.9% | Reduced |
| Citigroup Inc | 85,396 | $1.35M | 0.00% | +45,531+114.2% | Added |
| Wells Fargo & Company | 89,395 | $1.41M | 0.00% | +44,451+98.9% | Added |
| Financial Advisory Service, Inc. | 89,421 | $1.41M | 0.10% | +400+0.4% | Added |
| Invesco Ltd. | 94,642 | $1.49M | 0.00% | +79,247+514.8% | Added |
| Rhumbline Advisers | 102,160 | $1.61M | 0.00% | +102,160 | New |
| Kovitz Investment Group Partners, LLC | 110,600 | $1.74M | 0.01% | +7,500+7.3% | Added |
| Susquehanna International Group, LLP | 124,195 | $1.96M | 0.00% | −1,699,777−93.2% | Reduced |
| Swiss National Bank | 131,700 | $2.07M | 0.00% | −9,900−7.0% | Reduced |
| Goldman Sachs Group Inc | 133,713 | $2.11M | 0.00% | −331,556−71.3% | Reduced |
| LPL Financial LLC | 141,275 | $2.23M | 0.00% | −14,882−9.5% | Reduced |