Latest Period
Q1 2026
Security Snapshot
Calumet, Inc. /DE - Common Stock, par value $0.01 per share (CLMT) Institutional Ownership
CUSIP: 131428104
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Institutions Reporting
179
Shares (Excl. Options)
45,330,537
Price
$35.90
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- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- CLMT on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 45,330,537
- Total 13F value
- $1,625,502,737
- Portfolio coverage rank
- 0.01%
- Share change
- +174,414
- Value change
- +$45,149,684
- Number of holders
- 179
- Underlying class
- Common Stock, par value $0.01 per share
- Shares outstanding
- 87,700,393
- SEC-reported price per share
- $32.12
- Insider filing price
- $32.12
Latest holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CLMT - Calumet, Inc. /DE - Common Stock, par value $0.01 per share is tracked under CUSIP 131428104.
- 179 institutions reported positions in Q1 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 140 to 179 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $895,115,952 to $1,625,502,737.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 179 institutions filings for Q1 2026.
Security key
131428104
Latest holder period
Q1 2026
13F holders
179
13D/G owners
6
CIK / CUSIP context first
Open Q1 2026 holders
CLMT full holder history
Calumet, Inc. /DE SEC filings
Calumet, Inc. /DE company facts
Calumet, Inc. /DE insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 131428104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
CLMT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Heritage Group | 17% | $466,484,702 | 14,523,185 | The Heritage Group | 05 Jun 2026 | |||
| Two Seas Capital LP | 9.3% | +19% | $161,073,775 | +$26,765,794 | 8,098,229 | +20% | Two Seas Capital LP | 31 Dec 2025 |
| Wasserstein Debt Opportunities Fund, LP | 7.1% | $66,225,192 | 6,098,084 | Rajay Bagaria | 31 Dec 2024 | |||
| Wasserstein Debt Opportunities Management, L.P. | 7% | 0% | $65,522,496 | 6,033,379 | 0% | Bagaria Rajay | 18 Mar 2025 | |
| BlackRock, Inc. | 5.4% | $74,179,424 | 4,708,310 | BlackRock, Inc. | 30 Jun 2025 | |||
| Adams Asset Advisors, LLC | 4.7% | -23% | $114,287,458 | -$33,480,184 | 4,061,388 | -23% | Adams Asset Advisors, LLC | 16 Jan 2026 |
As of 31 Mar 2026, 179 institutional investors reported holding 45,330,537 shares of Calumet, Inc. /DE - Common Stock, par value $0.01 per share (CLMT). This represents 52% of the company’s total 87,700,393 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
44%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Two Seas Capital LP | 6.8% | 5,960,292 | -15% | 9.9% | $213,974,483 |
| BlackRock, Inc. | 5.7% | 4,980,528 | +0.81% | 0% | $178,800,955 |
| Wasserstein Management, L.P. | 5.2% | 4,573,363 | -18% | 87% | $164,183,732 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.9% | 3,435,394 | 0% | 0% | $123,330,645 |
| Adams Asset Advisors, LLC | 3.7% | 3,202,232 | -38% | 13% | $114,960,129 |
| STATE STREET CORP | 3.5% | 3,080,159 | +43% | 0% | $110,577,708 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 1,872,859 | +13% | 0% | $67,246,451 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 1,153,744 | +65% | 0% | $41,419,410 |
| MORGAN STANLEY | 1.2% | 1,051,997 | -5.9% | 0% | $37,766,692 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1% | 930,252 | 0% | 0% | $33,396,047 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.95% | 830,558 | 0.01% | $29,817,032 | |
| MARSHALL WACE, LLP | 0.94% | 824,028 | +7.3% | 0.03% | $29,582,608 |
| Voleon Capital Management LP | 0.78% | 681,932 | +323% | 0.53% | $24,481,359 |
| BARCLAYS PLC | 0.77% | 677,913 | +300% | 0.01% | $24,337,077 |
| JPMORGAN CHASE & CO | 0.66% | 581,137 | +967% | 0% | $20,363,041 |
| NORTHERN TRUST CORP | 0.66% | 581,090 | +5% | 0% | $20,861,131 |
| BROWN ADVISORY INC | 0.65% | 565,724 | -21% | 0.03% | $20,309,492 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.62% | 540,667 | -1.8% | 0% | $19,409,945 |
| CITADEL ADVISORS LLC | 0.61% | 536,033 | 0.01% | $19,243,585 | |
| CITIGROUP INC | 0.56% | 486,979 | +87% | 0.01% | $17,482,546 |
| VANGUARD FIDUCIARY TRUST CO | 0.5% | 435,598 | 0% | 0% | $15,637,968 |
| GOLDMAN SACHS GROUP INC | 0.46% | 402,089 | +16% | 0% | $14,434,996 |
| RENAISSANCE TECHNOLOGIES LLC | 0.45% | 391,800 | 0.02% | $14,065,620 | |
| FIRST TRUST ADVISORS LP | 0.4% | 347,486 | +36% | 0.01% | $12,474,747 |
| Walleye Capital LLC | 0.38% | 336,196 | 0.07% | $12,069,436 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 45,330,537 | $1,625,502,737 | +$45,149,684 | $35.90 | 179 |
| 2025 Q4 | 45,056,162 | $895,115,952 | -$813,475 | $19.87 | 140 |
| 2025 Q3 | 45,327,710 | $827,261,131 | +$19,058,964 | $18.25 | 148 |
| 2025 Q2 | 44,375,848 | $699,143,763 | +$74,382,984 | $15.76 | 134 |
| 2025 Q1 | 39,712,792 | $503,549,426 | +$20,401,127 | $12.68 | 129 |
| 2024 Q4 | 37,050,550 | $815,771,457 | +$89,781,954 | $22.02 | 123 |
| 2024 Q3 | 31,294,870 | $557,725,506 | +$536,163,797 | $17.82 | 90 |
| 2024 Q2 | 69,614 | $1,117,304 | +$1,117,304 | $16.05 | 3 |