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, 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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 33,374 | $1.20M | 0.02% | +33,374 | New |
| Vanguard Global Advisers, LLC | 34,092 | $1.22M | 0.00% | +34,092 | New |
| Wells Fargo & Company | 37,850 | $1.36M | 0.00% | −77,440−67.2% | Reduced |
| Davenport & Co LLC | 38,100 | $1.37M | 0.01% | +21,300+126.8% | Added |
| Valeo Financial Advisors, LLC | 38,613 | $1.39M | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 38,773 | $1.39M | 0.00% | +24,871+178.9% | Added |
| Alliancebernstein L.P. | 70,100 | $1.39M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 38,848 | $1.39M | 0.01% | −358−0.9% | Reduced |
| ELCO Management Co., LLC | 39,120 | $1.40M | 0.67% | +28,700+275.4% | Added |
| LPL Financial LLC | 39,289 | $1.41M | 0.00% | −101,288−72.1% | Reduced |
| Plancorp, LLC | 45,000 | $1.51M | 0.04% | 00.0% | Unchanged |
| Creative Planning | 43,739 | $1.57M | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 45,739 | $1.64M | 0.43% | +3,178+7.5% | Added |
| Van Eck Associates Corp | 45,829 | $1.65M | 0.00% | +45,829 | New |
| Vanguard Asset Management, Ltd | 46,905 | $1.68M | 0.00% | +46,905 | New |
| Legal & General Group Plc | 46,955 | $1.69M | 0.00% | −15,483−24.8% | Reduced |
| Amundi | 48,651 | $1.75M | 0.00% | +9,597+24.6% | Added |
| Price T Rowe Associates Inc | 49,893 | $1.79M | 0.00% | +8,605+20.8% | Added |
| Neo Ivy Capital Management | 51,435 | $1.85M | 0.49% | +51,435 | New |
| Rangeley Capital, LLC | 53,000 | $1.90M | 2.06% | −206,300−79.6% | Reduced |
| Founders Financial Alliance, LLC | 55,855 | $2.01M | 0.36% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 59,534 | $2.14M | 1.15% | −40,561−40.5% | Reduced |
| BlueCrest Capital Management Ltd | 60,000 | $2.15M | 0.20% | +20,000+50.0% | Added |
| Deutsche Bank AG | 61,802 | $2.22M | 0.00% | +6,806+12.4% | Added |
| Sagefield Capital LP | 68,428 | $2.46M | 0.18% | +68,428 | New |
| Winton Group Ltd | 71,800 | $2.58M | 0.09% | +26,715+59.3% | Added |
| Federated Hermes, Inc. | 74,864 | $2.69M | 0.00% | +74,864 | New |
| California State Teachers Retirement System | 83,579 | $3.00M | 0.00% | +17,254+26.0% | Added |
| Rhumbline Advisers | 85,056 | $3.05M | 0.00% | +727+0.9% | Added |
| HSBC Holdings PLC | 87,004 | $3.06M | 0.00% | +87,004 | New |
| Financial Advisory Service, Inc. | 96,321 | $3.46M | 0.22% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 97,421 | $3.50M | 0.03% | +97,421 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 97,741 | $3.51M | 0.01% | +50,530+107.0% | Added |
| Garnet Equity Capital Holdings, Inc. | 100,746 | $3.62M | 2.05% | −11,000−9.8% | Reduced |
| Great Lakes Advisors, LLC | 105,145 | $3.77M | 0.03% | −10,058−8.7% | Reduced |
| Colony Group, LLC | 105,836 | $3.80M | 0.00% | −4,764−4.3% | Reduced |
| Engineers Gate Manager LP | 108,434 | $3.89M | 0.05% | +58,754+118.3% | Added |
| Mariner, LLC | 118,216 | $4.24M | 0.00% | −114,374−49.2% | Reduced |
| HRT Financial LP | 118,290 | $4.25M | 0.01% | +118,290 | New |
| UBS Asset Management Americas Inc | 130,236 | $4.68M | 0.00% | −12,049−8.5% | Reduced |
| Rafferty Asset Management, LLC | 132,144 | $4.74M | 0.02% | +67,633+104.8% | Added |
| Swiss National Bank | 136,900 | $4.91M | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 151,692 | $5.45M | 0.63% | +151,692 | New |
| AYAL Capital Advisors Ltd | 151,877 | $5.45M | 2.79% | −43,123−22.1% | Reduced |
| Group One Trading, L.P. | 162,710 | $5.84M | 0.19% | +162,710 | New |
| Nuveen, LLC | 166,107 | $5.96M | 0.00% | +14,630+9.7% | Added |
| Raymond James Financial Inc | 187,905 | $6.75M | 0.00% | −308,056−62.1% | Reduced |
| one8zero8, LLC | 188,235 | $6.76M | 1.51% | −655−0.3% | Reduced |
| UBS Group AG | 204,725 | $7.35M | 0.00% | −153,903−42.9% | Reduced |
| Bank of New York Mellon Corp | 210,599 | $7.56M | 0.00% | +3,798+1.8% | Added |
| Janus Henderson Group PLC | 217,948 | $7.82M | 0.00% | +186,648+596.3% | Added |
| Susquehanna International Group, LLP | 245,335 | $8.81M | 0.01% | +245,335 | New |
| Invesco Ltd. | 265,750 | $9.54M | 0.00% | +142,143+115.0% | Added |
| Royal Bank of Canada | 303,484 | $10.9M | 0.00% | −13,844−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 306,887 | $11.0M | 0.01% | +16,158+5.6% | Added |
| Trexquant Investment LP | 325,287 | $11.7M | 0.08% | +59,650+22.5% | Added |
| Walleye Capital LLC | 336,196 | $12.1M | 0.07% | +336,196 | New |
| First Trust Advisors LP | 347,486 | $12.5M | 0.01% | +92,368+36.2% | Added |
| Renaissance Technologies LLC | 391,800 | $14.1M | 0.02% | +391,800 | New |
| Goldman Sachs Group Inc | 402,089 | $14.4M | 0.00% | +53,974+15.5% | Added |
| Vanguard Fiduciary Trust Co | 435,598 | $15.6M | 0.00% | +435,598 | New |
| Citigroup Inc | 486,979 | $17.5M | 0.01% | +226,021+86.6% | Added |
| Citadel Advisors LLC | 536,033 | $19.2M | 0.01% | +536,033 | New |
| Charles Schwab Investment Management Inc | 540,667 | $19.4M | 0.00% | −9,829−1.8% | Reduced |
| Brown Advisory Inc | 565,724 | $20.3M | 0.03% | −150,000−21.0% | Reduced |
| JPMorgan Chase & Co | 581,137 | $20.4M | 0.00% | +526,674+967.0% | Added |
| Northern Trust Corp | 581,090 | $20.9M | 0.00% | +27,890+5.0% | Added |
| Barclays PLC | 677,913 | $24.3M | 0.01% | +508,423+300.0% | Added |
| Voleon Capital Management LP | 681,932 | $24.5M | 0.53% | +520,582+322.6% | Added |
| Marshall Wace, LLP | 824,028 | $29.6M | 0.03% | +56,198+7.3% | Added |
| Wellington Management Group LLP | 830,558 | $29.8M | 0.01% | +830,558 | New |
| Vanguard Portfolio Management LLC | 930,252 | $33.4M | 0.00% | +930,252 | New |
| Morgan Stanley | 1,051,997 | $37.8M | 0.00% | −65,980−5.9% | Reduced |
| Bank of America Corp | 1,153,744 | $41.4M | 0.00% | +454,985+65.1% | Added |
| Geode Capital Management, LLC | 1,872,859 | $67.2M | 0.00% | +213,430+12.9% | Added |
| State Street Corp | 3,080,159 | $110.6M | 0.00% | +925,144+42.9% | Added |
| Adams Asset Advisors, LLC | 3,202,232 | $115.0M | 12.90% | −1,954,039−37.9% | Reduced |
| Vanguard Capital Management LLC | 3,435,394 | $123.3M | 0.00% | +3,435,394 | New |
| Wasserstein Debt Opportunities Management, L.P. | 4,573,363 | $164.2M | 86.96% | −1,000,035−17.9% | Reduced |
| BlackRock, Inc. | 4,980,528 | $178.8M | 0.00% | +39,951+0.8% | Added |
| Two Seas Capital LP | 5,960,292 | $214.0M | 9.88% | −1,015,937−14.6% | Reduced |
| Knott David M Jr | 0 | $0 | 0.00% | −2,214,969−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −37,631−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −31,188−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −25,889−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −24,477−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −18,036−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −16,435−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −16,020−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −14,625−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −21,489−100.0% | Sold out |
| Tulsa Wealth Advisors, INC | 0 | $0 | 0.00% | −10,692−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,457−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |