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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 8,200 | $163.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,162 | $142.3K | 0.00% | −63,811−89.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,254 | $124.3K | 0.02% | +2,904+86.7% | Added |
| Russell Investments Group, Ltd. | 6,084 | $120.9K | 0.00% | −88−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,763 | $114.5K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 5,457 | $108.4K | 0.00% | +5,457 | New |
| GWM Advisors LLC | 5,054 | $100.4K | 0.00% | −1,475−22.6% | Reduced |
| Bokf, NA | 4,925 | $97.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,102 | $81.5K | 0.01% | +4,102 | New |
| Advisor Group Holdings, Inc. | 3,960 | $78.7K | 0.00% | +26+0.7% | Added |
| FMR LLC | 3,599 | $71.5K | 0.00% | +1,918+114.1% | Added |
| Sterling Capital Management LLC | 3,569 | $70.9K | 0.00% | −675−15.9% | Reduced |
| State of Alaska, Department of Revenue | 3,087 | $61.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,061 | $60.8K | 0.00% | +2+0.1% | Added |
| CWM, LLC | 3,000 | $60.0K | 0.00% | +2,998+149,900.0% | Added |
| Tower Research Capital LLC (TRC) | 2,747 | $54.6K | 0.00% | −3,540−56.3% | Reduced |
| Amalgamated Bank | 2,167 | $43.0K | 0.00% | −189−8.0% | Reduced |
| Covestor Ltd | 2,180 | $43.0K | 0.02% | +492+29.1% | Added |
| IFP Advisors, Inc | 2,000 | $39.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,701 | $33.8K | 0.00% | +1,701 | New |
| Aster Capital Management (DIFC) Ltd | 1,646 | $32.7K | 0.01% | +1,229+294.7% | Added |
| Rockefeller Capital Management L.P. | 1,500 | $29.8K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,245 | $24.7K | 0.01% | +1,245 | New |
| Harbour Investments, Inc. | 1,140 | $22.7K | 0.00% | −100−8.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 961 | $19.0K | 0.00% | +279+40.9% | Added |
| Nisa Investment Advisors, LLC | 666 | $13.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $9.94K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 455 | $9.04K | 0.01% | +455 | New |
| Spire Wealth Management | 450 | $8.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 397 | $8.00K | 0.00% | −7−1.7% | Reduced |
| GAMMA Investing LLC | 373 | $7.41K | 0.00% | +126+51.0% | Added |
| ORG Partners LLC | 185 | $3.67K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 82 | $1.63K | 0.00% | +82 | New |
| Rothschild Investment LLC | 80 | $1.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $835 | 0.00% | −58−58.0% | Reduced |
| Parkside Financial Bank & Trust | 30 | $597 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24 | $477 | 0.00% | −50−67.6% | Reduced |
| Farther Finance Advisors, LLC | 10 | $199 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $199 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $159 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 0 | $0 | 0.00% | −131,051−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −110,600−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −79,054−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −72,054−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −43,740−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −32,171−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,023−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,981−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,999−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −20,634−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,146−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −17,137−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −17,035−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −16,833−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Intrepid Family Office LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Gimbal Financial | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |