Who owns Calumet (CLMT)
Which tracked institutional funds hold CLMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLMT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
54 tracked funds added or opened CLMT while 46 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CLMT’s largest tracked holder by dollar value, Two Seas Capital LP, sizes it at 9.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CLMT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 180 tracked filers holding CLMT, 110 increased or opened the position and 91 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CLMT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- DIMENSIONAL FUND ADVISORS LP$15M
- HENNESSY ADVISORS INC$10M
- Apis Capital Advisors, LLC$8M
- Jupiter Topco LLC$8M
- IMC-Chicago, LLC$4M
- MARTINGALE ASSET MANAGEMENT L P$2M
Full exits 18
- JANUS HENDERSON GROUP PLC$8M
- AYAL Capital Advisors Ltd$5M
- HRT FINANCIAL LP$4M
- GREAT LAKES ADVISORS, LLC$4M
- HSBC HOLDINGS PLC$3M
- Founders Financial Alliance, LLC$2M
Largest adds
- BARCLAYS PLC$26M
- Two Seas Capital LP$24M
- STATE STREET CORP$14M
- CITADEL ADVISORS LLC$11M
- BlackRock, Inc.$10M
- MILLENNIUM MANAGEMENT LLC$10M
Largest trims
- Adams Asset Advisors, LLC$43M
- Wasserstein Management, L.P.$21M
- MORGAN STANLEY$12M
- Walleye Capital LLC$11M
- JPMORGAN CHASE & CO$8M
- MARSHALL WACE, LLP$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Two Seas Capital LP added | 6,619,708 | $238M | 14.6% | 2026-Q2 |
| BlackRock, Inc. added | 5,234,106 | $189M | 11.5% | 2026-Q2 |
| Wasserstein Management, L.P. trimmed | 3,964,893 | $143M | 8.7% | 2026-Q2 |
| STATE STREET CORP added | 3,471,065 | $125M | 7.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,453,911 | $124M | 7.6% | 2026-Q2 |
| Adams Asset Advisors, LLC trimmed | 2,006,206 | $72M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,962,286 | $71M | 4.3% | 2026-Q2 |
| BARCLAYS PLC added | 1,409,773 | $51M | 3.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,025,321 | $37M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 981,353 | $35M | 2.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 811,482 | $29M | 1.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 762,084 | $27M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 708,206 | $26M | 1.6% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 617,138 | $22M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 615,263 | $22M | 1.4% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 612,506 | $22M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 552,791 | $20M | 1.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 535,044 | $19M | 1.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 480,623 | $17M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 479,261 | $17M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 471,716 | $17M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 422,091 | $15M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 386,077 | $14M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 385,555 | $14M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 338,696 | $12M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 321,700 | $12M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 309,840 | $11M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 305,557 | $11M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 299,494 | $11M | 0.7% | 2026-Q2 |
| HENNESSY ADVISORS INC new | 283,200 | $10M | 0.6% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 264,107 | $10M | 0.6% | 2026-Q2 |
| Apis Capital Advisors, LLC new | 232,000 | $8M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 225,437 | $8M | 0.5% | 2026-Q2 |
| Diametric Capital, LP added | 206,372 | $7M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 192,348 | $7M | 0.4% | 2026-Q2 |
| one8zero8, LLC trimmed | 186,020 | $7M | 0.4% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 180,041 | $6M | 0.4% | 2026-Q2 |
| Sagefield Capital LP added | 166,505 | $6M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 165,035 | $6M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 160,208 | $6M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 159,071 | $6M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 158,352 | $6M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 155,584 | $6M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 139,300 | $5M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 124,906 | $4M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 119,472 | $4M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 117,130 | $4M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 110,136 | $4M | 0.2% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 109,371 | $4M | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC added | 106,934 | $4M | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 102,777 | $4M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 99,813 | $4M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 94,044 | $3M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 90,190 | $3M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 87,953 | $3M | 0.2% | 2026-Q2 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. trimmed | 80,746 | $3M | 0.2% | 2026-Q2 |
| BlueCrest Capital Management Ltd added | 80,000 | $3M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 79,375 | $3M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 78,712 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 70,100 | $3M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P new | 66,324 | $2M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 65,300 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 57,865 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 57,573 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 57,380 | $2M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 50,802 | $2M | 0.1% | 2026-Q2 |
| COBALT CAPITAL MANAGEMENT, INC. new | 50,000 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 48,140 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 46,905 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 46,019 | $2M | 0.1% | 2026-Q2 |
| Plancorp, LLC | 45,000 | $2M | 0.1% | 2026-Q2 |
| FIL Ltd new | 44,637 | $2M | 0.1% | 2026-Q2 |
| HighVista Strategies LLC new | 44,000 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 43,935 | $2M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 43,665 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 42,053 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 40,522 | $1M | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC trimmed | 37,853 | $1M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D new | 33,880 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 32,551 | $1M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 32,457 | $1M | 0.1% | 2026-Q2 |
| Walleye Capital LLC trimmed | 31,915 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 31,865 | $1M | 0.1% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 30,427 | $1M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,276 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 29,852 | $1M | 0.1% | 2026-Q2 |
| Ellsworth Advisors, LLC new | 28,988 | $1M | 0.1% | 2026-Q2 |
| O'Keefe Stevens Advisory, Inc. added | 28,975 | $1M | 0.1% | 2026-Q2 |
| Dockside LLC new | 26,368 | $950K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 25,236 | $909K | 0.1% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 25,032 | $902K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 24,800 | $893K | 0.1% | 2026-Q2 |
| Gimbal Financial | 24,545 | $884K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 24,413 | $879K | 0.1% | 2026-Q2 |
| Jain Global LLC trimmed | 24,058 | $867K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 22,589 | $814K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 20,585 | $741K | 0.0% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 20,000 | $720K | 0.0% | 2026-Q2 |
| Harvest Investment Services, LLC new | 19,500 | $702K | 0.0% | 2026-Q2 |
| ARIZONA STATE RETIREMENT SYSTEM added | 19,155 | $690K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.