Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CLMT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Two Seas Capital LP | 6.0M | $214.0M | -26.4% | 6.839% | 8.88% |
| 2 | BlackRock, Inc. | 5.0M | $178.8M | +0.8% | 5.715% | 0.00% |
| 3 | Wasserstein Debt Opportunities Management, L.P. | 4.6M | $164.2M | -17.9% | 5.248% | 86.96% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $123.3M | β | 3.942% | 0.00% |
| 5 | Adams Asset Advisors, LLC | 3.2M | $115.0M | -37.9% | 3.675% | 12.90% |
| 6 | STATE STREET CORP | 3.1M | $110.6M | +42.9% | 3.534% | 0.00% |
| 7 | GOLDMAN SACHS GROUP INC | 2.9M | $105.4M | +743.0% | 3.367% | 0.01% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.5M | $88.3M | β | 2.822% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $67.2M | +12.9% | 2.149% | 0.00% |
| 10 | CITADEL ADVISORS LLC | 1.7M | $62.2M | β | 1.988% | 0.03% |
| 11 | BANK OF AMERICA CORP /DE/ | 1.2M | $41.4M | +65.1% | 1.324% | 0.00% |
| 12 | MORGAN STANLEY | 1.1M | $37.8M | -5.9% | 1.207% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 930K | $33.4M | β | 1.068% | 0.00% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 831K | $29.8M | β | 0.953% | 0.01% |
| 15 | MARSHALL WACE, LLP | 824K | $29.6M | +7.3% | 0.946% | 0.03% |
| 16 | Voleon Capital Management LP | 682K | $24.5M | +322.6% | 0.783% | 0.53% |
| 17 | BARCLAYS PLC | 678K | $24.3M | +300.0% | 0.778% | 0.01% |
| 18 | Parallax Volatility Advisers, L.P. | 718K | $23.4M | +10.5% | 0.824% | 0.13% |
| 19 | NORTHERN TRUST CORP | 581K | $20.9M | +5.0% | 0.667% | 0.00% |
| 20 | BROWN ADVISORY INC | 566K | $20.3M | -21.0% | 0.649% | 0.03% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 541K | $19.4M | -1.8% | 0.620% | 0.00% |
| 22 | CITIGROUP INC | 487K | $17.5M | +86.6% | 0.559% | 0.01% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 436K | $15.6M | β | 0.500% | 0.00% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 392K | $14.1M | β | 0.450% | 0.02% |
| 25 | FIRST TRUST ADVISORS LP | 347K | $12.5M | +36.2% | 0.399% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CLMT β a direct measure of their conviction.
Filings activity in CLMT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 174 | +26% | 61.09% | +30.17 pp | $1.83B | +98% |
| Q4 2025 | 138 | 6.1% | 30.92% | +2.59 pp | $928M | +9.2% |
| Q3 2025 | 147 | +11% | 28.33% | +4.78 pp | $850M | +20% |
| Q2 2025 | 132 | +7.3% | 23.55% | +5.60 pp | $706M | +31% |
| Q1 2025 | 123 | +4.2% | 17.95% | 11.54 pp | $539M | 39% |
| Q4 2024 | 118 | +36% | 29.49% | +12.01 pp | $885M | +69% |
| Q3 2024 | 87 | +2800% | 17.48% | +17.44 pp | $524M | +46820% |
| Q2 2024 | 3 | β | 0.04% | β | $1M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CLMT stock.
Based on Q1 2026 13F filings, institutional ownership of Calumet, Inc. stands at 61.1%, held across 174 reporting institutions.
Two Seas Capital LP is the largest reported institutional holder of CLMT, with approximately 5,960,292 shares worth $0.21B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of CLMT, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for CLMT is 81 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
62 institutions opened new positions in CLMT during Q1 2026, while 26 fully exited. 100 added to existing positions and 11 trimmed.
CLMT institutional ownership rose by 30.17 percentage points quarter-over-quarter, with a net change of +36 holders.
The top 10 institutions account for 67.1% of all reported 13F value in CLMT, and the top 25 account for 87.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Calumet, Inc. (CLMT) Institutional Ownership