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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 17,664 | $634.0K | 0.03% | +17,664 | New |
| Walleye Trading LLC | 17,356 | $623.1K | 0.01% | +17,356 | New |
| Brevan Howard Capital Management LP | 16,821 | $603.9K | 0.01% | +16,821 | New |
| Intech Investment Management LLC | 16,570 | $594.9K | 0.01% | −5,387−24.5% | Reduced |
| SG Americas Securities, LLC | 16,293 | $585.0K | 0.00% | −17,455−51.7% | Reduced |
| KLP Kapitalforvaltning AS | 15,600 | $560.0K | 0.00% | +800+5.4% | Added |
| Simplex Trading, LLC | 15,061 | $540.7K | 0.02% | +15,061 | New |
| Jackson Creek Investment Advisors LLC | 14,828 | $532.0K | 0.16% | +14,828 | New |
| Dynamic Technology Lab Private Ltd | 14,549 | $522.3K | 0.09% | +14,549 | New |
| CWM Advisors, LLC | 14,457 | $519.0K | 0.03% | −9,053−38.5% | Reduced |
| Aristeia Capital LLC | 13,403 | $481.2K | 0.01% | +13,403 | New |
| SP Asset Management LLC | 13,000 | $466.7K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,945 | $464.7K | 0.00% | +6,861+112.8% | Added |
| Premier Path Wealth Partners, LLC | 12,253 | $439.9K | 0.06% | −600−4.7% | Reduced |
| Voya Investment Management LLC | 12,003 | $430.9K | 0.00% | −686−5.4% | Reduced |
| Pictet Asset Management Holding SA | 11,656 | $418.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,589 | $380.1K | 0.00% | −9,448−47.2% | Reduced |
| Prudential Financial Inc | 10,515 | $377.5K | 0.00% | +10,515 | New |
| Mercer Global Advisors Inc | 10,158 | $364.7K | 0.00% | +143+1.4% | Added |
| Baader Bank INC | 10,000 | $359.0K | 0.04% | +10,000 | New |
| ProShare Advisors LLC | 9,997 | $358.9K | 0.00% | −2,616−20.7% | Reduced |
| Sapient Capital LLC | 9,677 | $347.4K | 0.01% | −1,824−15.9% | Reduced |
| MQS Management LLC | 9,631 | $345.8K | 0.23% | +9,631 | New |
| Scotia Capital Inc. | 8,841 | $317.4K | 0.00% | +8,841 | New |
| Hudson Bay Capital Management LP | 8,780 | $315.2K | 0.00% | +8,780 | New |
| Tower Research Capital LLC (TRC) | 8,268 | $296.8K | 0.01% | +5,521+201.0% | Added |
| Bessemer Group Inc | 8,200 | $294.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,964 | $285.9K | 0.03% | +7,964 | New |
| CIBC World Markets Inc. | 7,870 | $282.5K | 0.00% | +7,870 | New |
| Victory Capital Management Inc | 7,735 | $277.7K | 0.00% | +7,735 | New |
| State of Wyoming | 7,471 | $268.2K | 0.03% | +7,471 | New |
| Armistice Capital, LLC | 7,335 | $263.3K | 0.01% | +7,335 | New |
| Balyasny Asset Management LLC | 7,218 | $259.1K | 0.00% | +7,218 | New |
| Prelude Capital Management, LLC | 6,962 | $249.9K | 0.02% | −6,227−47.2% | Reduced |
| Jane Street Group, LLC | 6,734 | $241.8K | 0.00% | +6,734 | New |
| Xponance, Inc. | 6,462 | $232.0K | 0.00% | +6,462 | New |
| XTX Topco Ltd | 6,291 | $225.8K | 0.00% | +6,291 | New |
| Landscape Capital Management, L.L.C. | 6,042 | $216.9K | 0.01% | +6,042 | 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 |
| DRW Securities, LLC | 5,963 | $214.1K | 0.01% | +5,963 | New |
| Ameritas Investment Partners, Inc. | 5,763 | $206.9K | 0.01% | 00.0% | Unchanged |
| Palo Duro Investment Partners, LP | 5,601 | $201.1K | 0.04% | +5,601 | New |
| Bokf, NA | 4,925 | $176.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,613 | $165.6K | 0.00% | −441−8.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,051 | $145.4K | 0.02% | −51−1.2% | Reduced |
| Bryn Mawr Trust Co | 3,210 | $115.2K | 0.00% | +3,210 | New |
| Advisory Services Network, LLC | 3,200 | $114.9K | 0.00% | +3,200 | New |
| State of Alaska, Department of Revenue | 3,087 | $110.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,061 | $109.9K | 0.00% | +3,061 | New |
| Covestor Ltd | 2,596 | $93.0K | 0.06% | +416+19.1% | Added |
| Nisa Investment Advisors, LLC | 2,466 | $88.5K | 0.00% | +1,800+270.3% | Added |
| Sterling Capital Management LLC | 2,074 | $74.5K | 0.00% | −1,495−41.9% | Reduced |
| IFP Advisors, Inc | 2,000 | $71.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,921 | $69.0K | 0.00% | +1,921 | New |
| Advisor Group Holdings, Inc. | 1,487 | $53.4K | 0.00% | −2,473−62.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,350 | $48.5K | 0.00% | +1,350 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,188 | $42.6K | 0.00% | +227+23.6% | Added |
| Harbour Investments, Inc. | 1,045 | $37.5K | 0.00% | −95−8.3% | Reduced |
| GAMMA Investing LLC | 541 | $19.4K | 0.00% | +168+45.0% | Added |
| Harbor Capital Advisors, Inc. | 497 | $18.0K | 0.00% | +100+25.2% | Added |
| McIlrath & Eck, LLC | 500 | $17.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $16.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 450 | $16.2K | 0.00% | +450 | New |
| Clear Street Markets LLC | 321 | $11.5K | 0.01% | +321 | New |
| Salem Investment Counselors Inc | 300 | $10.8K | 0.00% | +300 | New |
| Jones Financial Companies LLLP | 266 | $8.53K | 0.00% | +266 | New |
| Rockefeller Capital Management L.P. | 200 | $7.18K | 0.00% | −1,300−86.7% | Reduced |
| Larson Financial Group LLC | 137 | $4.92K | 0.00% | +95+226.2% | Added |
| Rothschild Investment LLC | 95 | $3.41K | 0.00% | +15+18.8% | Added |
| EverSource Wealth Advisors, LLC | 93 | $3.34K | 0.00% | +11+13.4% | Added |
| Ameritas Advisory Services, LLC | 85 | $3.05K | 0.00% | +85 | New |
| Elequin Capital LP | 66 | $2.37K | 0.00% | +66 | New |
| Quarry LP | 31 | $1.11K | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $1.07K | 0.00% | +31 | New |
| The PNC Financial Services Group, Inc. | 24 | $862 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $346 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $144 | 0.00% | +4 | New |
| CWM, LLC | 2 | $72 | 0.00% | −2,998−99.9% | Reduced |
| Allworth Financial LP | 1 | $36 | 0.00% | +1 | New |
| 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 |