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, Q2 2026
Institutional positions in Calumet, Inc. as of Jun 30, 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
- 188
- +10 vs. Q1 2026
- Shares held
- 46.0M
- +806.0K (+1.8%) vs. Q1 2026
- Total value
- $1.66B
- +$36.7M (+2.3%) vs. Q1 2026
- New holders
- 39
- 70 more added
- Sold out
- 29
- 54 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Calumet, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $36 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $72 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 4 | $144 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 9 | $324 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 10 | $360 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $360 | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 23 | $828 | 0.00% | +23 | New |
| The PNC Financial Services Group, Inc. | 24 | $864 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $1.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 41 | $1.48K | 0.00% | +41 | New |
| Quarry LP | 50 | $1.80K | 0.00% | +19+61.3% | Added |
| Allworth Financial LP | 61 | $2.20K | 0.00% | +60+6,000.0% | Added |
| Natixis | 92 | $3.31K | 0.00% | +92 | New |
| Rothschild Investment LLC | 95 | $3.42K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 103 | $3.71K | 0.00% | +10+10.8% | Added |
| Larson Financial Group LLC | 145 | $5.22K | 0.00% | +8+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 176 | $6.34K | 0.00% | +176 | New |
| Jones Financial Companies LLLP | 266 | $9.33K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 417 | $15.0K | 0.00% | −80−16.1% | Reduced |
| Spire Wealth Management | 450 | $16.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 535 | $19.3K | 0.00% | −1,539−74.2% | Reduced |
| GAMMA Investing LLC | 567 | $20.4K | 0.00% | +26+4.8% | Added |
| Kemnay Advisory Services Inc. | 628 | $22.6K | 0.00% | +178+39.6% | Added |
| Harbour Investments, Inc. | 660 | $23.8K | 0.00% | −385−36.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,441 | $51.9K | 0.00% | +253+21.3% | Added |
| Nisa Investment Advisors, LLC | 1,451 | $52.3K | 0.00% | −1,015−41.2% | Reduced |
| Nykredit A/S | 1,577 | $56.8K | 0.00% | +1,577 | New |
| Ensign Peak Advisors, Inc | 1,600 | $57.6K | 0.00% | +250+18.5% | Added |
| Global Retirement Partners, LLC | 1,701 | $61.3K | 0.00% | +1,701 | New |
| KBC Group NV | 1,921 | $69.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,463 | $88.7K | 0.00% | −24,248−90.8% | Reduced |
| Elequin Capital LP | 2,542 | $91.6K | 0.00% | +2,476+3,751.5% | Added |
| State of Alaska, Department of Revenue | 3,087 | $111.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,407 | $122.7K | 0.00% | +346+11.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,000 | $144.1K | 0.01% | −51−1.3% | Reduced |
| Covestor Ltd | 4,194 | $151.0K | 0.09% | +1,598+61.6% | Added |
| Bayforest Capital Ltd | 4,229 | $152.3K | 0.14% | +4,229 | New |
| GWM Advisors LLC | 4,613 | $166.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4,925 | $177.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,251 | $189.1K | 0.00% | −22,090−80.8% | Reduced |
| Fulcrum Asset Management LLP | 5,674 | $203.3K | 0.02% | +5,674 | New |
| Palo Duro Investment Partners, LP | 5,825 | $209.8K | 0.04% | +224+4.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 6,000 | $216.1K | 0.13% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,000 | $216.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,280 | $226.2K | 0.01% | +517+9.0% | Added |
| SP Asset Management LLC | 6,500 | $234.1K | 0.02% | −6,500−50.0% | Reduced |
| Persistent Asset Partners Ltd | 7,037 | $253.5K | 0.08% | +7,037 | New |
| Landscape Capital Management, L.L.C. | 7,676 | $276.5K | 0.02% | +1,634+27.0% | Added |
| Xponance, Inc. | 7,693 | $277.1K | 0.00% | +1,231+19.0% | Added |
| Victory Capital Management Inc | 7,912 | $285.0K | 0.00% | +177+2.3% | Added |
| Tower Research Capital LLC (TRC) | 7,928 | $285.6K | 0.01% | −340−4.1% | Reduced |
| CIBC World Markets Inc. | 7,970 | $287.1K | 0.00% | +100+1.3% | Added |
| Bessemer Group Inc | 8,200 | $295.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 8,660 | $311.9K | 0.03% | +8,660 | New |
| Balyasny Asset Management LLC | 8,758 | $315.5K | 0.00% | +1,540+21.3% | Added |
| ProShare Advisors LLC | 9,059 | $326.3K | 0.00% | −938−9.4% | Reduced |
| D. E. Shaw & Co., Inc. | 9,235 | $332.6K | 0.00% | +9,235 | New |
| Sapient Capital LLC | 9,677 | $348.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,033 | $361.4K | 0.00% | −125−1.2% | Reduced |
| Capstone Investment Advisors, LLC | 10,055 | $362.2K | 0.00% | +10,055 | New |
| HighTower Advisors, LLC | 10,161 | $366.0K | 0.00% | −428−4.0% | Reduced |
| ExodusPoint Capital Management, LP | 10,162 | $366.0K | 0.00% | −87,259−89.6% | Reduced |
| Brevan Howard Capital Management LP | 10,322 | $371.8K | 0.01% | −6,499−38.6% | Reduced |
| Axq Capital, LP | 11,260 | $405.6K | 0.04% | +11,260 | New |
| Prudential Financial Inc | 11,570 | $416.8K | 0.00% | +1,055+10.0% | Added |
| Pictet Asset Management Holding SA | 11,656 | $419.8K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 12,000 | $432.2K | 0.05% | +12,000 | New |
| Premier Path Wealth Partners, LLC | 12,199 | $439.4K | 0.05% | −54−0.4% | Reduced |
| Gsa Capital Partners LLP | 12,765 | $460.0K | 0.03% | −9,370−42.3% | Reduced |
| Blackstone Group Inc. | 12,888 | $464.2K | 0.00% | +12,888 | New |
| Voya Investment Management LLC | 13,360 | $481.2K | 0.00% | +1,357+11.3% | Added |
| DRW Securities, LLC | 13,660 | $492.0K | 0.03% | +7,697+129.1% | Added |
| J.W. Cole Advisors, Inc. | 14,514 | $522.8K | 0.01% | +14,514 | New |
| GF Fund Management Co. Ltd. | 14,674 | $528.6K | 0.01% | −6,549−30.9% | Reduced |
| State of Wyoming | 14,916 | $537.3K | 0.05% | +7,445+99.7% | Added |
| Prelude Capital Management, LLC | 15,290 | $550.7K | 0.04% | +8,328+119.6% | Added |
| KLP Kapitalforvaltning AS | 15,600 | $561.9K | 0.00% | 00.0% | Unchanged |
| Sig Brokerage, LP | 16,226 | $584.5K | 0.09% | +16,226 | New |
| Intech Investment Management LLC | 17,264 | $621.8K | 0.01% | +694+4.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 17,868 | $643.6K | 0.58% | −41,666−70.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,870 | $643.7K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 18,309 | $659.5K | 0.00% | −2,093−10.3% | Reduced |
| CWM Advisors, LLC | 18,999 | $684.3K | 0.03% | +4,542+31.4% | Added |
| Rangeley Capital, LLC | 19,000 | $684.4K | 0.67% | −34,000−64.2% | Reduced |
| Arizona State Retirement System | 19,155 | $690.0K | 0.00% | +92+0.5% | Added |
| Harvest Investment Services, LLC | 19,500 | $702.4K | 0.11% | +19,500 | New |
| Caldwell Sutter Capital, Inc. | 20,000 | $720.4K | 0.27% | +517+2.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 20,585 | $741.5K | 0.01% | +1,369+7.1% | Added |
| LPL Financial LLC | 22,589 | $813.7K | 0.00% | −16,700−42.5% | Reduced |
| Jain Global LLC | 24,058 | $866.6K | 0.01% | +24,058 | New |
| Y-Intercept (Hong Kong) Ltd | 24,413 | $879.4K | 0.02% | +24,413 | New |
| Gimbal Financial | 24,545 | $884.1K | 0.56% | +24,545 | New |
| New York State Common Retirement Fund | 24,800 | $893.3K | 0.00% | +3,000+13.8% | Added |
| Parallax Volatility Advisers, L.P. | 25,032 | $901.7K | 0.03% | +32+0.1% | Added |
| SEI Investments Co | 25,236 | $909.0K | 0.00% | +3,629+16.8% | Added |
| Dockside LLC | 26,368 | $949.8K | 0.22% | +26,368 | New |
| O'Keefe Stevens Advisory, Inc. | 28,975 | $1.04M | 0.21% | +540+1.9% | Added |