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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, 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.

Institutional holdersQ2 2025: 134 institutions
Q1 2021: 61 institutionsQ2 2021: 65 institutionsQ3 2021: 60 institutionsQ4 2021: 70 institutionsQ1 2022: 61 institutionsQ2 2022: 65 institutionsQ3 2022: 62 institutionsQ4 2022: 72 institutionsQ1 2023: 70 institutionsQ2 2023: 66 institutionsQ3 2023: 69 institutionsQ4 2023: 74 institutionsQ1 2024: 78 institutionsQ2 2024: 69 institutionsQ3 2024: 91 institutionsQ4 2024: 123 institutionsQ1 2025: 129 institutionsQ2 2025: 134 institutionsQ3 2025: 149 institutionsQ4 2025: 140 institutionsQ1 2026: 181 institutionsQ2 2026: 188 institutions
Value heldQ2 2025: $699.1M
Q1 2021: $86.4MQ2 2021: $104.2MQ3 2021: $125.1MQ4 2021: $213.4MQ1 2022: $230.0MQ2 2022: $167.6MQ3 2022: $214.3MQ4 2022: $280.9MQ1 2023: $270.3MQ2 2023: $253.5MQ3 2023: $302.7MQ4 2023: $414.5MQ1 2024: $337.5MQ2 2024: $382.2MQ3 2024: $557.8MQ4 2024: $813.5MQ1 2025: $503.5MQ2 2025: $699.1MQ3 2025: $827.3MQ4 2025: $895.1MQ1 2026: $1.63BQ2 2026: $1.66B
Institutions holding CLMT and their total value by quarter
QuarterHoldersValue
Q2 2026188$1.66B
Q1 2026181$1.63B
Q4 2025140$895.1M
Q3 2025149$827.3M
Q2 2025134$699.1M
Q1 2025129$503.5M
Q4 2024123$813.5M
Q3 202491$557.8M
Q2 202469$382.2M
Q1 202478$337.5M
Q4 202374$414.5M
Q3 202369$302.7M
Q2 202366$253.5M
Q1 202370$270.3M
Q4 202272$280.9M
Q3 202262$214.3M
Q2 202265$167.6M
Q1 202261$230.0M
Q4 202170$213.4M
Q3 202160$125.1M
Q2 202165$104.2M
Q1 202161$86.4M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q1 2025.

Institutions holding CLMT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
DRW Securities, LLC12,236$192.8K0.01%−31,524−72.0%Reduced
CIBC Private Wealth Group, LLC12,000$189.1K0.00%00.0%Unchanged
Pictet Asset Management Holding SA11,656$183.6K0.00%00.0%Unchanged
Sapient Capital LLC11,501$181.2K0.00%00.0%Unchanged
Teacher Retirement System of Texas10,472$165.0K0.00%−168−1.6%Reduced
Mercer Global Advisors Inc10,000$157.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.7,042$110.9K0.00%+7,042New
GWM Advisors LLC6,704$105.6K0.00%−750−10.1%Reduced
Tower Research Capital LLC (TRC)5,620$88.5K0.00%−969−14.7%Reduced
Bokf, NA4,925$77.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,934$62.0K0.00%−2,511−39.0%Reduced
University of Texas/Texas Am Investment Managment Co3,350$52.8K0.01%+1,750+109.4%Added
Comerica Bank3,000$47.3K0.00%00.0%Unchanged
Quest Partners LLC2,776$43.7K0.00%−152−5.2%Reduced
Covestor Ltd2,517$39.0K0.02%+480+23.6%Added
Amalgamated Bank2,356$37.0K0.00%+2,356New
IFP Advisors, Inc2,000$31.5K0.00%00.0%Unchanged
Harbour Investments, Inc.1,720$27.1K0.00%00.0%Unchanged
Sterling Capital Management LLC1,667$26.3K0.00%+1,667New
FMR LLC1,147$18.1K0.00%+1,146+114,600.0%Added
Skopos Labs, Inc.697$11.0K0.00%+697New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.608$10.0K0.00%+608New
Nisa Investment Advisors, LLC601$9.47K0.00%+601New
McIlrath & Eck, LLC500$7.88K0.00%00.0%Unchanged
Spire Wealth Management450$7.09K0.00%00.0%Unchanged
Russell Investments Group, Ltd.445$7.01K0.00%00.0%Unchanged
Salem Investment Counselors Inc300$4.73K0.00%00.0%Unchanged
Atticus Wealth Management, LLC250$3.94K0.00%00.0%Unchanged
ORG Partners LLC185$2.87K0.00%00.0%Unchanged
Rothschild Investment LLC125$1.97K0.00%+125New
GAMMA Investing LLC102$1.61K0.00%00.0%Unchanged
Principal Securities, Inc.75$1.18K0.00%+75New
CWM, LLC50$1.00K0.00%+50New
Parallel Advisors, LLC8$1260.00%+8New
First Trust Advisors LP0$00.00%−222,658−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−174,481−100.0%Sold out
Caption Management, LLC0$00.00%−98,128−100.0%Sold out
HRT Financial LP0$00.00%−79,824−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−73,768−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−59,941−100.0%Sold out
Jain Global LLC0$00.00%−49,144−100.0%Sold out
Quantessence Capital LLC0$00.00%−44,436−100.0%Sold out
Colony Group, LLC0$00.00%−43,937−100.0%Sold out
Omers Administration Corp0$00.00%−41,800−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−40,737−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−37,121−100.0%Sold out
ING Groep NV0$00.00%−32,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−22,026−100.0%Sold out
SG Americas Securities, LLC0$00.00%−21,334−100.0%Sold out
Centiva Capital, LP0$00.00%−20,000−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−19,900−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−18,446−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−18,696−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−17,917−100.0%Sold out
Man Group plc0$00.00%−17,283−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−16,321−100.0%Sold out
Howard Bailey Securities, LLC0$00.00%−13,243−100.0%Sold out
GTS Securities LLC0$00.00%−12,294−100.0%Sold out
Advisor Resource Council0$00.00%−12,060−100.0%Sold out
Zuckerman Investment Group, LLC0$00.00%−10,000−100.0%Sold out
Ci Investments Inc.0$00.00%−5,000−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−61−100.0%Sold out
National Bank of Canada0$00.00%−1−100.0%Sold out
Lindbrook Capital, LLC––––Not filed