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, Q4 2025
Institutional positions in Calumet, Inc. as of Dec 31, 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
- 140
- −5 vs. Q3 2025
- Shares held
- 45.1M
- −79.2K (−0.2%) vs. Q3 2025
- Total value
- $895.1M
- +$71.4M (+8.7%) vs. Q3 2025
- New holders
- 15
- 40 more added
- Sold out
- 20
- 55 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 8 | $159 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $199 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $199 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24 | $477 | 0.00% | −50−67.6% | Reduced |
| Parkside Financial Bank & Trust | 30 | $597 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $835 | 0.00% | −58−58.0% | Reduced |
| Rothschild Investment LLC | 80 | $1.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 82 | $1.63K | 0.00% | +82 | New |
| ORG Partners LLC | 185 | $3.67K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 373 | $7.41K | 0.00% | +126+51.0% | Added |
| Harbor Capital Advisors, Inc. | 397 | $8.00K | 0.00% | −7−1.7% | Reduced |
| Spire Wealth Management | 450 | $8.94K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 455 | $9.04K | 0.01% | +455 | New |
| McIlrath & Eck, LLC | 500 | $9.94K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 666 | $13.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 961 | $19.0K | 0.00% | +279+40.9% | Added |
| Harbour Investments, Inc. | 1,140 | $22.7K | 0.00% | −100−8.1% | Reduced |
| Islay Capital Management, LLC | 1,245 | $24.7K | 0.01% | +1,245 | New |
| Rockefeller Capital Management L.P. | 1,500 | $29.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,646 | $32.7K | 0.01% | +1,229+294.7% | Added |
| Global Retirement Partners, LLC | 1,701 | $33.8K | 0.00% | +1,701 | New |
| IFP Advisors, Inc | 2,000 | $39.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,167 | $43.0K | 0.00% | −189−8.0% | Reduced |
| Covestor Ltd | 2,180 | $43.0K | 0.02% | +492+29.1% | Added |
| Tower Research Capital LLC (TRC) | 2,747 | $54.6K | 0.00% | −3,540−56.3% | Reduced |
| CWM, LLC | 3,000 | $60.0K | 0.00% | +2,998+149,900.0% | Added |
| Comerica Bank | 3,061 | $60.8K | 0.00% | +2+0.1% | Added |
| State of Alaska, Department of Revenue | 3,087 | $61.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,569 | $70.9K | 0.00% | −675−15.9% | Reduced |
| FMR LLC | 3,599 | $71.5K | 0.00% | +1,918+114.1% | Added |
| Advisor Group Holdings, Inc. | 3,960 | $78.7K | 0.00% | +26+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,102 | $81.5K | 0.01% | +4,102 | New |
| Bokf, NA | 4,925 | $97.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,054 | $100.4K | 0.00% | −1,475−22.6% | Reduced |
| Caption Management, LLC | 5,457 | $108.4K | 0.00% | +5,457 | New |
| Ameritas Investment Partners, Inc. | 5,763 | $114.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,084 | $120.9K | 0.00% | −88−1.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,254 | $124.3K | 0.02% | +2,904+86.7% | Added |
| Quantbot Technologies LP | 7,162 | $142.3K | 0.00% | −63,811−89.9% | Reduced |
| Bessemer Group Inc | 8,200 | $163.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,015 | $199.0K | 0.00% | −15−0.1% | Reduced |
| ELCO Management Co., LLC | 10,420 | $207.0K | 0.13% | −30,200−74.3% | Reduced |
| Tulsa Wealth Advisors, INC | 10,692 | $212.4K | 0.07% | +10,692 | New |
| Sapient Capital LLC | 11,501 | $226.9K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,656 | $231.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,000 | $238.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,613 | $250.6K | 0.00% | +817+6.9% | Added |
| Voya Investment Management LLC | 12,689 | $252.1K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 12,853 | $255.4K | 0.03% | 00.0% | Unchanged |
| SP Asset Management LLC | 13,000 | $258.3K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 13,189 | $262.1K | 0.02% | −15,788−54.5% | Reduced |
| Millennium Management LLC | 13,902 | $276.2K | 0.00% | −21,256−60.5% | Reduced |
| J.W. Cole Advisors, Inc. | 21,489 | $279.9K | 0.01% | −1,150−5.1% | Reduced |
| Quest Partners LLC | 14,625 | $290.6K | 0.02% | +11,849+426.8% | Added |
| KLP Kapitalforvaltning AS | 14,800 | $294.1K | 0.00% | +1,400+10.4% | Added |
| Los Angeles Capital Management LLC | 16,020 | $310.8K | 0.00% | −6,029−27.3% | Reduced |
| Caxton Associates LLP | 16,435 | $326.6K | 0.01% | +16,435 | New |
| Davenport & Co LLC | 16,800 | $333.8K | 0.00% | +16,800 | New |
| State of Wisconsin Investment Board | 16,860 | $335.0K | 0.00% | −9,259−35.4% | Reduced |
| Simon Quick Advisors, LLC | 18,036 | $358.4K | 0.02% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 18,644 | $370.5K | 0.01% | −155−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,216 | $381.8K | 0.00% | +138+0.7% | Added |
| Arizona State Retirement System | 19,302 | $383.5K | 0.00% | −1,203−5.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 19,483 | $387.1K | 0.16% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,037 | $398.1K | 0.00% | +20,037 | New |
| SEI Investments Co | 21,405 | $425.4K | 0.00% | +900+4.4% | Added |
| New York State Common Retirement Fund | 21,800 | $433.2K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 21,957 | $436.3K | 0.00% | +2,047+10.3% | Added |
| CWM Advisors, LLC | 23,510 | $467.1K | 0.04% | −1,461−5.9% | Reduced |
| Shay Capital LLC | 24,477 | $486.4K | 0.08% | −1,011−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,769 | $492.2K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 25,000 | $496.8K | 0.02% | +25,000 | New |
| Linscomb & Williams, Inc. | 25,889 | $514.4K | 0.02% | −30,000−53.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 27,380 | $544.0K | 0.14% | −36−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 30,068 | $597.5K | 0.00% | −2,938−8.9% | Reduced |
| Numerai GP LLC | 31,188 | $619.7K | 0.07% | +31,188 | New |
| Janus Henderson Group PLC | 31,300 | $622.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 32,030 | $636.4K | 0.00% | −150.0% | Reduced |
| SG Americas Securities, LLC | 33,748 | $671.0K | 0.00% | +10,756+46.8% | Added |
| Laurion Capital Management LP | 37,631 | $747.7K | 0.05% | +37,631 | New |
| Valeo Financial Advisors, LLC | 38,613 | $767.2K | 0.02% | 00.0% | Unchanged |
| Amundi | 39,054 | $776.0K | 0.00% | −4,485−10.3% | Reduced |
| MetLife Investment Management | 39,206 | $779.0K | 0.00% | −2,508−6.0% | Reduced |
| BlueCrest Capital Management Ltd | 40,000 | $794.8K | 0.03% | −20,000−33.3% | Reduced |
| Price T Rowe Associates Inc | 41,288 | $821.0K | 0.00% | +3,688+9.8% | Added |
| Diametric Capital, LP | 42,561 | $845.7K | 0.23% | −62,130−59.3% | Reduced |
| Creative Planning | 43,739 | $869.1K | 0.00% | +769+1.8% | Added |
| Plancorp, LLC | 45,000 | $894.1K | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 45,085 | $895.8K | 0.03% | −21,015−31.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 47,211 | $938.1K | 0.00% | +47,211 | New |
| Engineers Gate Manager LP | 49,680 | $987.1K | 0.01% | −28,240−36.2% | Reduced |
| JPMorgan Chase & Co | 54,463 | $1.08M | 0.00% | +393+0.7% | Added |
| Deutsche Bank AG | 54,996 | $1.09M | 0.00% | +2,112+4.0% | Added |
| Founders Financial Alliance, LLC | 55,855 | $1.11M | 0.21% | −1,900−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 56,501 | $1.12M | 0.00% | +97+0.2% | Added |
| Legal & General Group Plc | 62,438 | $1.24M | 0.00% | −8,240−11.7% | Reduced |
| Rafferty Asset Management, LLC | 64,511 | $1.28M | 0.00% | −379−0.6% | Reduced |
| California State Teachers Retirement System | 66,325 | $1.32M | 0.00% | +2,781+4.4% | Added |
| Alliancebernstein L.P. | 70,100 | $1.39M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 84,329 | $1.68M | 0.00% | −14,493−14.7% | Reduced |