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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 13,400 | $244.6K | 0.00% | 00.0% | Unchanged |
| SP Asset Management LLC | 13,000 | $237.3K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 12,853 | $234.6K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,689 | $231.6K | 0.00% | −6,325−33.3% | Reduced |
| CIBC Private Wealth Group, LLC | 12,000 | $219.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,796 | $215.3K | 0.00% | −2,350−16.6% | Reduced |
| Pictet Asset Management Holding SA | 11,656 | $212.7K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 11,501 | $212.5K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 11,300 | $206.2K | 0.00% | +11,300 | New |
| Mercer Global Advisors Inc | 10,030 | $183.0K | 0.00% | +30+0.3% | Added |
| Bessemer Group Inc | 8,200 | $150.0K | 0.00% | +8,200 | New |
| Intrepid Family Office LLC | 7,600 | $138.7K | 0.13% | +7,600 | New |
| GWM Advisors LLC | 6,529 | $119.2K | 0.00% | −175−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,287 | $114.7K | 0.00% | +667+11.9% | Added |
| Russell Investments Group, Ltd. | 6,172 | $112.6K | 0.00% | +5,727+1,287.0% | Added |
| Ameritas Investment Partners, Inc. | 5,763 | $105.2K | 0.00% | −1,279−18.2% | Reduced |
| Bokf, NA | 4,925 | $89.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,244 | $77.5K | 0.00% | +2,577+154.6% | Added |
| Advisor Group Holdings, Inc. | 3,934 | $65.2K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 3,350 | $61.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,240 | $59.1K | 0.00% | +3,240 | New |
| State of Alaska, Department of Revenue | 3,087 | $56.0K | 0.00% | +3,087 | New |
| Comerica Bank | 3,059 | $55.8K | 0.00% | +59+2.0% | Added |
| Quest Partners LLC | 2,776 | $50.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,356 | $43.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,688 | $31.0K | 0.02% | −829−32.9% | Reduced |
| FMR LLC | 1,681 | $30.7K | 0.00% | +534+46.6% | Added |
| Rockefeller Capital Management L.P. | 1,500 | $27.4K | 0.00% | +1,500 | New |
| Harbour Investments, Inc. | 1,240 | $22.6K | 0.00% | −480−27.9% | Reduced |
| Nisa Investment Advisors, LLC | 666 | $12.2K | 0.00% | +65+10.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 682 | $12.0K | 0.00% | +74+12.2% | Added |
| McIlrath & Eck, LLC | 500 | $9.13K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $8.21K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 417 | $7.61K | 0.00% | +417 | New |
| Harbor Capital Advisors, Inc. | 404 | $7.00K | 0.00% | +404 | New |
| Salem Investment Counselors Inc | 300 | $5.47K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 247 | $4.51K | 0.00% | +145+142.2% | Added |
| Point72 Europe (London) LLP | 212 | $3.87K | 0.00% | +212 | New |
| ORG Partners LLC | 185 | $3.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $1.82K | 0.00% | +100 | New |
| Rothschild Investment LLC | 80 | $1.46K | 0.00% | −45−36.0% | Reduced |
| Principal Securities, Inc. | 75 | $1.37K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 74 | $1.35K | 0.00% | +74 | New |
| Parkside Financial Bank & Trust | 30 | $549 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 10 | $183 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 10 | $182 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 8 | $146 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2 | $0 | 0.00% | −48−96.0% | Reduced |
| Alta Fundamental Advisers LLC | 0 | $0 | 0.00% | −459,937−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −264,060−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −232,015−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −124,195−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −56,907−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −45,865−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −36,625−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −25,880−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,236−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |