CLMT

Calumet Inc$41.08 2.67%
EnergyUSCUSIP 131428104· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
148
+34 QoQ
13F Value (tracked)
$1.5B
Insider Net · 180d
-$20.7M
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)30 adding · 10 trimming
Insider net (180d)-$20.7M

Price & smart-money activity

$41.08 2.67%5Y +486.9%
$2.98$13.21$23.44$33.67$43.90202120222023202420252026159520720921151929152826293850225
Hover for who · click for detailEnd-of-day closing prices52w $13.23 – $41.08

Who owns CLMT?

148 tracked 13F filers

148 tracked 13F filers disclose a position in CLMT as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Two Seas Capital LP
$214.0M
6.0M
−15%
Reduced · −1.0M sh
Q1 2026
2BlackRock, Inc.
$178.8M
5.0M
+0.8%
Added · +40K sh
Q1 2026
3Wasserstein Management, L.P.
$164.2M
4.6M
−18%
Reduced · −1.0M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$123.3M
3.4M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$110.6M
3.1M
+43%
Added · +925K sh
Q1 2026
6Adams Asset Advisors, LLC
$72.3M
2.0M
−37%
Reduced · −1.2M sh
Q2 2026
7GEODE CAPITAL MANAGEMENT, LLC
$67.2M
1.9M
+13%
Added · +213K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$41.4M
1.2M
+65%
Added · +455K sh
Q1 2026
9MORGAN STANLEY
$37.8M
1.1M
−5.9%
Reduced · −66K sh
Q1 2026
10VANGUARD PORTFOLIO MANAGEMENT LLC
$33.4M
930K
First observed position
No prior filed position
Q1 2026
11MARSHALL WACE, LLP
$29.6M
824K
+7.3%
Added · +56K sh
Q1 2026
12BARCLAYS PLC
$24.3M
678K
+300%
Added · +508K sh
Q1 2026
13JPMORGAN CHASE & CO
$20.4M
581K
11×
Added · +527K sh
Q1 2026
14NORTHERN TRUST CORP
$20.9M
581K
+5.0%
Added · +28K sh
Q1 2026
15BROWN ADVISORY INC
$20.3M
566K
−21%
Reduced · −150K sh
Q1 2026
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$19.4M
541K
−1.8%
Reduced · −10K sh
Q1 2026
17CITADEL ADVISORS LLC
$19.2M
536K
Added
Added · +536K sh
Q1 2026
18CITIGROUP INC
$17.5M
487K
+87%
Added · +226K sh
Q1 2026
19VANGUARD FIDUCIARY TRUST CO
$15.6M
436K
First observed position
No prior filed position
Q1 2026
20GOLDMAN SACHS GROUP INC
$14.4M
402K
+16%
Added · +54K sh
Q1 2026
21RENAISSANCE TECHNOLOGIES LLC
$14.1M
392K
New
+392K sh
Q1 2026
22FIRST TRUST ADVISORS LP
$12.5M
347K
+36%
Added · +92K sh
Q1 2026
23Walleye Capital LLC
$12.1M
336K
Added
Added · +336K sh
Q1 2026
24Trexquant Investment LP
$11.7M
325K
+22%
Added · +60K sh
Q1 2026
25BNP PARIBAS FINANCIAL MARKETS
$11.0M
307K
+5.5%
Added · +16K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CLMT being bought or sold by institutions?

Last quarter, 12 funds opened a new position in CLMT and 18 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
12
funds
Added
18
funds
Reduced
10
funds
Exited
0
funds

Funds that own CLMT also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL42 funds$10.3B
CITIGROUP INCC42 funds$1.8B
HONEYWELL INTERNATIONAL INCHON42 funds$965.4M
MICROSOFT CORPMSFT41 funds$15.9B
JPMORGAN CHASE & COJPM41 funds$6.2B
TESLA INCTSLA41 funds$5.9B
GILEAD SCIENCES INCGILD41 funds$1.8B
WALT DISNEY CO/THEDIS41 funds$1.0B
QUALCOMM INCQCOM41 funds$994.4M
NVIDIA CORPNVDA40 funds$24.1B
APPLE INCAAPL40 funds$19.5B
BROADCOM INCAVGO40 funds$8.9B

Ranked by how many of CLMT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$20.7M
2 insiders
Net
-$20.7M
3 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 1, 2026Sajkowski Daniel JDirectorSell (S)4K$153K
May 15, 2026Heritage Group10% OwnerSell (S)627K$20.4M
Apr 1, 2026Sajkowski Daniel JDirectorSell (S)3K$114K
Dec 4, 2025Sajkowski Daniel JDirectorSell (S)2K$0
Dec 4, 2025Boss John G.DirectorSell (S)1K$0
Jul 1, 2025Sajkowski Daniel JDirectorSell (S)2K$32K
Jun 24, 2025Sajkowski Daniel JDirectorSell (S)2K$0
Jun 24, 2025Mawer Stephen PDirectorSell (S)3K$0
Jun 24, 2025Boss John G.DirectorSell (S)2K$0
Jun 16, 2025Straumins JenniferDirectorSell (S)100K$1.6M
Jun 16, 2025Morical Gregory JSVP, GENERAL COUNSELSell (S)25K$419K
Jun 13, 2025Straumins JenniferDirectorSell (S)50K$754K

Institutional ownership over time

144 funds+83 since Q3 2024
072144Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.5B · 1 values withheld

Recent filings

15 shown

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Ask your agent what changed in CLMT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CLMT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CLMT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CLMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.