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, Q3 2025
Institutional positions in Calumet, Inc. as of Sep 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
- 149
- +15 vs. Q2 2025
- Shares held
- 45.3M
- +951.9K (+2.1%) vs. Q2 2025
- Total value
- $827.3M
- +$128.1M (+18.3%) vs. Q2 2025
- New holders
- 30
- 44 more added
- Sold out
- 15
- 41 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | −48−96.0% | Reduced |
| Parallel Advisors, LLC | 8 | $146 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $182 | 0.00% | +10 | New |
| Farther Finance Advisors, LLC | 10 | $183 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 30 | $549 | 0.00% | +30 | New |
| The PNC Financial Services Group, Inc. | 74 | $1.35K | 0.00% | +74 | New |
| Principal Securities, Inc. | 75 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $1.46K | 0.00% | −45−36.0% | Reduced |
| Larson Financial Group LLC | 100 | $1.82K | 0.00% | +100 | New |
| ORG Partners LLC | 185 | $3.38K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 212 | $3.87K | 0.00% | +212 | New |
| GAMMA Investing LLC | 247 | $4.51K | 0.00% | +145+142.2% | Added |
| Salem Investment Counselors Inc | 300 | $5.47K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 404 | $7.00K | 0.00% | +404 | New |
| Aster Capital Management (DIFC) Ltd | 417 | $7.61K | 0.00% | +417 | New |
| Spire Wealth Management | 450 | $8.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $9.13K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 682 | $12.0K | 0.00% | +74+12.2% | Added |
| Nisa Investment Advisors, LLC | 666 | $12.2K | 0.00% | +65+10.8% | Added |
| Harbour Investments, Inc. | 1,240 | $22.6K | 0.00% | −480−27.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,500 | $27.4K | 0.00% | +1,500 | New |
| FMR LLC | 1,681 | $30.7K | 0.00% | +534+46.6% | Added |
| Covestor Ltd | 1,688 | $31.0K | 0.02% | −829−32.9% | Reduced |
| IFP Advisors, Inc | 2,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,356 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,776 | $50.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,059 | $55.8K | 0.00% | +59+2.0% | Added |
| State of Alaska, Department of Revenue | 3,087 | $56.0K | 0.00% | +3,087 | New |
| Advisory Services Network, LLC | 3,240 | $59.1K | 0.00% | +3,240 | New |
| University of Texas/Texas Am Investment Managment Co | 3,350 | $61.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,934 | $65.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,244 | $77.5K | 0.00% | +2,577+154.6% | Added |
| Bokf, NA | 4,925 | $89.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,763 | $105.2K | 0.00% | −1,279−18.2% | Reduced |
| Russell Investments Group, Ltd. | 6,172 | $112.6K | 0.00% | +5,727+1,287.0% | Added |
| Tower Research Capital LLC (TRC) | 6,287 | $114.7K | 0.00% | +667+11.9% | Added |
| GWM Advisors LLC | 6,529 | $119.2K | 0.00% | −175−2.6% | Reduced |
| Intrepid Family Office LLC | 7,600 | $138.7K | 0.13% | +7,600 | New |
| Bessemer Group Inc | 8,200 | $150.0K | 0.00% | +8,200 | New |
| Mercer Global Advisors Inc | 10,030 | $183.0K | 0.00% | +30+0.3% | Added |
| Omers Administration Corp | 11,300 | $206.2K | 0.00% | +11,300 | New |
| Sapient Capital LLC | 11,501 | $212.5K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,656 | $212.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,796 | $215.3K | 0.00% | −2,350−16.6% | Reduced |
| CIBC Private Wealth Group, LLC | 12,000 | $219.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,689 | $231.6K | 0.00% | −6,325−33.3% | Reduced |
| Premier Path Wealth Partners, LLC | 12,853 | $234.6K | 0.03% | 00.0% | Unchanged |
| SP Asset Management LLC | 13,000 | $237.3K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 13,400 | $244.6K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 16,833 | $307.2K | 0.03% | +16,833 | New |
| Van Eck Associates Corp | 17,035 | $311.0K | 0.00% | −1,503−8.1% | Reduced |
| Point72 Asset Management, L.P. | 17,137 | $312.8K | 0.00% | +17,137 | New |
| Simon Quick Advisors, LLC | 18,036 | $329.2K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 18,799 | $343.1K | 0.01% | −1,496−7.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,078 | $348.2K | 0.00% | +3,551+22.9% | Added |
| Caldwell Sutter Capital, Inc. | 19,483 | $355.6K | 0.15% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,910 | $363.4K | 0.00% | −12,974−39.5% | Reduced |
| Verition Fund Management LLC | 20,146 | $367.7K | 0.00% | −316,294−94.0% | Reduced |
| Arizona State Retirement System | 20,505 | $374.2K | 0.00% | +487+2.4% | Added |
| SEI Investments Co | 20,505 | $374.3K | 0.00% | +20,505 | New |
| Freestone Grove Partners LP | 20,634 | $376.6K | 0.00% | −27,484−57.1% | Reduced |
| Voleon Capital Management LP | 21,123 | $385.5K | 0.01% | +21,123 | New |
| New York State Common Retirement Fund | 21,800 | $397.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 22,049 | $402.4K | 0.00% | +22,049 | New |
| J.W. Cole Advisors, Inc. | 22,639 | $413.2K | 0.01% | −650−2.8% | Reduced |
| SG Americas Securities, LLC | 22,992 | $420.0K | 0.00% | +22,992 | New |
| Squarepoint Ops LLC | 23,999 | $438.0K | 0.00% | −7,737−24.4% | Reduced |
| Gimbal Financial | 24,545 | $447.9K | 0.27% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,769 | $452.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 24,971 | $455.7K | 0.04% | +119+0.5% | Added |
| Shay Capital LLC | 25,488 | $465.2K | 0.08% | −1,406−5.2% | Reduced |
| State of Wisconsin Investment Board | 26,119 | $476.7K | 0.00% | +26,119 | New |
| O'Keefe Stevens Advisory, Inc. | 27,416 | $500.3K | 0.14% | +599+2.2% | Added |
| Prelude Capital Management, LLC | 28,977 | $528.8K | 0.04% | −28,449−49.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 30,981 | $565.4K | 0.01% | +30,981 | New |
| ExodusPoint Capital Management, LP | 31,023 | $566.2K | 0.01% | +31,023 | New |
| Janus Henderson Group PLC | 31,300 | $572.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 32,045 | $584.8K | 0.00% | −5,752−15.2% | Reduced |
| IMC-Chicago, LLC | 32,171 | $587.1K | 0.01% | +19,024+144.7% | Added |
| Manufacturers Life Insurance Company, The | 33,006 | $602.4K | 0.00% | −1,545−4.5% | Reduced |
| Millennium Management LLC | 35,158 | $641.6K | 0.00% | −172,807−83.1% | Reduced |
| Price T Rowe Associates Inc | 37,600 | $687.0K | 0.00% | +3,149+9.1% | Added |
| Valeo Financial Advisors, LLC | 38,613 | $704.7K | 0.02% | +45+0.1% | Added |
| ELCO Management Co., LLC | 40,620 | $741.3K | 0.39% | −2,440−5.7% | Reduced |
| Cubist Systematic Strategies, LLC | 41,690 | $760.8K | 0.01% | +41,690 | New |
| MetLife Investment Management | 41,714 | $761.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 42,970 | $784.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 43,539 | $793.7K | 0.00% | +43,539 | New |
| Walleye Capital LLC | 43,740 | $798.3K | 0.01% | −121,249−73.5% | Reduced |
| Plancorp, LLC | 45,000 | $821.3K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 47,500 | $866.9K | 0.01% | +47,500 | New |
| Deutsche Bank AG | 52,884 | $965.1K | 0.00% | +6,016+12.8% | Added |
| JPMorgan Chase & Co | 54,070 | $986.8K | 0.00% | −5,553−9.3% | Reduced |
| Linscomb & Williams, Inc. | 55,889 | $1.02M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 56,404 | $1.03M | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 57,755 | $1.05M | 0.20% | −8,550−12.9% | Reduced |
| BlueCrest Capital Management Ltd | 60,000 | $1.09M | 0.07% | +12,000+25.0% | Added |
| California State Teachers Retirement System | 63,544 | $1.16M | 0.00% | +150.0% | Added |
| Rafferty Asset Management, LLC | 64,890 | $1.18M | 0.00% | −19,144−22.8% | Reduced |
| Winton Group Ltd | 66,100 | $1.21M | 0.05% | +23,835+56.4% | Added |