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, Q1 2026
Institutional positions in Calumet, Inc. as of Mar 31, 2026. 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
- 181
- +46 vs. Q4 2025
- Shares held
- 45.4M
- +5.11M (+12.7%) vs. Q4 2025
- Total value
- $1.63B
- +$828.4M (+103.4%) vs. Q4 2025
- New holders
- 65
- 52 more added
- Sold out
- 19
- 41 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $36 | 0.00% | +1 | New |
| CWM, LLC | 2 | $72 | 0.00% | −2,998−99.9% | Reduced |
| Stone House Investment Management, LLC | 4 | $144 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 10 | $346 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24 | $862 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $1.07K | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $1.11K | 0.00% | +31 | New |
| Elequin Capital LP | 66 | $2.37K | 0.00% | +66 | New |
| Ameritas Advisory Services, LLC | 85 | $3.05K | 0.00% | +85 | New |
| EverSource Wealth Advisors, LLC | 93 | $3.34K | 0.00% | +11+13.4% | Added |
| Rothschild Investment LLC | 95 | $3.41K | 0.00% | +15+18.8% | Added |
| Larson Financial Group LLC | 137 | $4.92K | 0.00% | +95+226.2% | Added |
| Rockefeller Capital Management L.P. | 200 | $7.18K | 0.00% | −1,300−86.7% | Reduced |
| Jones Financial Companies LLLP | 266 | $8.53K | 0.00% | +266 | New |
| Salem Investment Counselors Inc | 300 | $10.8K | 0.00% | +300 | New |
| Clear Street Markets LLC | 321 | $11.5K | 0.01% | +321 | New |
| Spire Wealth Management | 450 | $16.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 450 | $16.2K | 0.00% | +450 | New |
| McIlrath & Eck, LLC | 500 | $17.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 497 | $18.0K | 0.00% | +100+25.2% | Added |
| GAMMA Investing LLC | 541 | $19.4K | 0.00% | +168+45.0% | Added |
| Harbour Investments, Inc. | 1,045 | $37.5K | 0.00% | −95−8.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,188 | $42.6K | 0.00% | +227+23.6% | Added |
| Ensign Peak Advisors, Inc | 1,350 | $48.5K | 0.00% | +1,350 | New |
| Advisor Group Holdings, Inc. | 1,487 | $53.4K | 0.00% | −2,473−62.4% | Reduced |
| KBC Group NV | 1,921 | $69.0K | 0.00% | +1,921 | New |
| IFP Advisors, Inc | 2,000 | $71.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,074 | $74.5K | 0.00% | −1,495−41.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,466 | $88.5K | 0.00% | +1,800+270.3% | Added |
| Covestor Ltd | 2,596 | $93.0K | 0.06% | +416+19.1% | Added |
| Fifth Third Bancorp | 3,061 | $109.9K | 0.00% | +3,061 | New |
| State of Alaska, Department of Revenue | 3,087 | $110.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,200 | $114.9K | 0.00% | +3,200 | New |
| Bryn Mawr Trust Co | 3,210 | $115.2K | 0.00% | +3,210 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,051 | $145.4K | 0.02% | −51−1.2% | Reduced |
| GWM Advisors LLC | 4,613 | $165.6K | 0.00% | −441−8.7% | Reduced |
| Bokf, NA | 4,925 | $176.8K | 0.00% | 00.0% | Unchanged |
| Palo Duro Investment Partners, LP | 5,601 | $201.1K | 0.04% | +5,601 | New |
| Ameritas Investment Partners, Inc. | 5,763 | $206.9K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,963 | $214.1K | 0.01% | +5,963 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 6,000 | $215.4K | 0.12% | +6,000 | New |
| Van Hulzen Asset Management, LLC | 6,000 | $215.4K | 0.02% | +6,000 | New |
| Landscape Capital Management, L.L.C. | 6,042 | $216.9K | 0.01% | +6,042 | New |
| XTX Topco Ltd | 6,291 | $225.8K | 0.00% | +6,291 | New |
| Xponance, Inc. | 6,462 | $232.0K | 0.00% | +6,462 | New |
| Jane Street Group, LLC | 6,734 | $241.8K | 0.00% | +6,734 | New |
| Prelude Capital Management, LLC | 6,962 | $249.9K | 0.02% | −6,227−47.2% | Reduced |
| Balyasny Asset Management LLC | 7,218 | $259.1K | 0.00% | +7,218 | New |
| Armistice Capital, LLC | 7,335 | $263.3K | 0.01% | +7,335 | New |
| State of Wyoming | 7,471 | $268.2K | 0.03% | +7,471 | New |
| Victory Capital Management Inc | 7,735 | $277.7K | 0.00% | +7,735 | New |
| CIBC World Markets Inc. | 7,870 | $282.5K | 0.00% | +7,870 | New |
| Two Sigma Securities, LLC | 7,964 | $285.9K | 0.03% | +7,964 | New |
| Bessemer Group Inc | 8,200 | $294.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,268 | $296.8K | 0.01% | +5,521+201.0% | Added |
| Hudson Bay Capital Management LP | 8,780 | $315.2K | 0.00% | +8,780 | New |
| Scotia Capital Inc. | 8,841 | $317.4K | 0.00% | +8,841 | New |
| MQS Management LLC | 9,631 | $345.8K | 0.23% | +9,631 | New |
| Sapient Capital LLC | 9,677 | $347.4K | 0.01% | −1,824−15.9% | Reduced |
| ProShare Advisors LLC | 9,997 | $358.9K | 0.00% | −2,616−20.7% | Reduced |
| Baader Bank INC | 10,000 | $359.0K | 0.04% | +10,000 | New |
| Mercer Global Advisors Inc | 10,158 | $364.7K | 0.00% | +143+1.4% | Added |
| Prudential Financial Inc | 10,515 | $377.5K | 0.00% | +10,515 | New |
| HighTower Advisors, LLC | 10,589 | $380.1K | 0.00% | −9,448−47.2% | Reduced |
| Pictet Asset Management Holding SA | 11,656 | $418.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,003 | $430.9K | 0.00% | −686−5.4% | Reduced |
| Premier Path Wealth Partners, LLC | 12,253 | $439.9K | 0.06% | −600−4.7% | Reduced |
| Russell Investments Group, Ltd. | 12,945 | $464.7K | 0.00% | +6,861+112.8% | Added |
| SP Asset Management LLC | 13,000 | $466.7K | 0.04% | 00.0% | Unchanged |
| Aristeia Capital LLC | 13,403 | $481.2K | 0.01% | +13,403 | New |
| CWM Advisors, LLC | 14,457 | $519.0K | 0.03% | −9,053−38.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,549 | $522.3K | 0.09% | +14,549 | New |
| Jackson Creek Investment Advisors LLC | 14,828 | $532.0K | 0.16% | +14,828 | New |
| Simplex Trading, LLC | 15,061 | $540.7K | 0.02% | +15,061 | New |
| KLP Kapitalforvaltning AS | 15,600 | $560.0K | 0.00% | +800+5.4% | Added |
| SG Americas Securities, LLC | 16,293 | $585.0K | 0.00% | −17,455−51.7% | Reduced |
| Intech Investment Management LLC | 16,570 | $594.9K | 0.01% | −5,387−24.5% | Reduced |
| Brevan Howard Capital Management LP | 16,821 | $603.9K | 0.01% | +16,821 | New |
| Walleye Trading LLC | 17,356 | $623.1K | 0.01% | +17,356 | New |
| Virtu Financial LLC | 17,664 | $634.0K | 0.03% | +17,664 | New |
| Vanguard Investments Australia, Ltd. | 17,870 | $641.5K | 0.00% | +17,870 | New |
| Arizona State Retirement System | 19,063 | $684.4K | 0.00% | −239−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,216 | $689.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19,483 | $699.4K | 0.28% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 20,402 | $732.4K | 0.00% | +3,542+21.0% | Added |
| Virginia Retirement Systems Et Al | 20,700 | $743.1K | 0.01% | +20,700 | New |
| GF Fund Management Co. Ltd. | 21,223 | $761.9K | 0.01% | +2,579+13.8% | Added |
| SEI Investments Co | 21,607 | $775.8K | 0.00% | +202+0.9% | Added |
| New York State Common Retirement Fund | 21,800 | $782.6K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 22,135 | $795.0K | 0.05% | +22,135 | New |
| Parallax Volatility Advisers, L.P. | 25,000 | $813.3K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 26,711 | $958.9K | 0.04% | +19,549+273.0% | Added |
| FMR LLC | 27,341 | $981.5K | 0.00% | +23,742+659.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 28,435 | $1.02M | 0.25% | +1,055+3.9% | Added |
| Manufacturers Life Insurance Company, The | 29,384 | $1.05M | 0.00% | −684−2.3% | Reduced |
| VARCOV Co. | 29,979 | $1.08M | 0.40% | +29,979 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,276 | $1.09M | 0.00% | +5,507+22.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,321 | $1.16M | 0.00% | +291+0.9% | Added |
| Commonwealth Equity Services, LLC | 32,445 | $1.16M | 0.00% | −24,056−42.6% | Reduced |