CLMT · Calumet, Inc. /DE · Shareholders & Ownership

$56.05 +0.51 (+0.92%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$4.93B

87.90M

Volume · Oct 20 1.19M Avg daily vol (3M) 1.34M

Every disclosed holder of CLMT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CLMT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	190	44,753,046	50.91%	Yes
Insiders (Forms 3, 4, 5)	19	16,725,262	19.03%	Yes
13D/G-only blocks	1	6,098,084	6.94%	Yes
Remaining	—	20,321,842	23.12%	Rest
Registered funds (N-PORT, not summed)	156	13,780,761	15.68%	No

Shares outstanding: 87,898,234, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CLMT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	The Heritage Group 13D CIK 1350750 · Holding company · Jun 5, 2026 Item 4 purpose: Other not summed	14,523,185	16.52%	-1,172,217	Jun 5, 2026	not summed
1.1	Heritage Group Insider CIK 1350750 · Jun 5, 2026 10% Owner, issuer-wide	13,323,185	15.16%	—	Jun 5, 2026	10% Owner, issuer-wide
2	Rajay Bagaria 13G CIK 1574073 · Unknown · Dec 31, 2024 Rule 13d-1(c), passive investor	6,098,084	6.94%	—	Dec 31, 2024	Rule 13d-1(c), passive investor
3	Two Seas Capital LP 13F CIK 1823138 · Registered investment adviser · Sep 30, 2026	5,280,659	6.01%	-1,339,049	Sep 30, 2026
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,234,106	5.95%	+253,578	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,801,758	2.05%	+112,613	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	476,588	0.54%	+412,601	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	167,046	0.19%	-356,865	Jun 30, 2026	iShares Trust, not summed
4.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	125,975	0.14%	+13,192	Jun 30, 2026	Quantitative Master Series LLC, not summed
4.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	82,517	0.09%	+1,904	Jun 30, 2026	iShares Trust, not summed
5	Wasserstein Management, L.P. 13F CIK 1751492 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,964,893	4.51%	-608,470	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Wasserstein Management, L.P. 13G CIK 1751492 · Investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	3,979,190	4.53%	-2,054,189	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,471,065	3.95%	+390,906	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF Fund S000012319 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,810,330	2.06%	+243,287	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	24,200	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF Fund S000052050 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	9,021	0.01%	-1,493	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	3,072	0.00%	+357	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,747	0.00%	+110	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,453,911	3.93%	+18,517	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,628,999	2.99%	-786	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,962,286	2.23%	+89,427	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Adams Asset Advisors, LLC 13F CIK 1386929 · Registered investment adviser · Sep 30, 2026	1,906,206	2.17%	-100,000	Sep 30, 2026
11	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,409,773	1.60%	+731,860	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,025,321	1.17%	+95,069	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	981,353	1.12%	-172,391	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Straumins Jennifer Insider CIK 1390947 · Dec 4, 2025 Director, issuer-wide	943,438	1.07%	+5,053	Dec 4, 2025	Director, issuer-wide
15	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	811,482	0.92%	-19,076	Jun 30, 2026	carried, not yet filed for the newest quarter
16	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	762,084	0.87%	+226,051	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	739,767	0.84%	+22,567	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	708,206	0.81%	-343,791	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Inception Portfolio Fund S000002825 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	38,518	0.04%	-754	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
18.2	Global Endurance Portfolio Fund S000063049 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	16,354	0.02%	-3,803	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
19	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	617,138	0.70%	-206,890	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	615,263	0.70%	+34,173	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,987	0.04%	+2,601	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,857	0.01%	-316	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,320	0.01%	-4,768	Jul 31, 2026	FlexShares Trust, not summed
21	Fleming Bruce A Insider CIK 1670422 · Sep 25, 2026 EVP - MONTANA RENEWABLES, issuer-wide	615,201	0.70%	+65,238	Sep 25, 2026	EVP - MONTANA RENEWABLES, issuer-wide
22	Voleon Capital Management LP 13F CIK 1479847 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	612,506	0.70%	-69,426	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	552,791	0.63%	+12,124	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	307,011	0.35%	-4,796	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	168,036	0.19%	+16,431	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,896	0.05%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,012	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	535,044	0.61%	-30,680	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	480,623	0.55%	-6,356	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	479,288	0.55%	+29,325	May 31, 2026	VANGUARD WORLD FUND, not summed
27	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	479,261	0.55%	+172,374	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	471,716	0.54%	+36,118	Jun 30, 2026	carried, not yet filed for the newest quarter
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	422,091	0.48%	+422,091	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	116,938	0.13%	+63,141	Jul 31, 2026	Dimensional ETF Trust, not summed
29.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	45,872	0.05%	+27,932	Jul 31, 2026	Dimensional ETF Trust, not summed
29.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	26,159	0.03%	+6,669	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	10,792	0.01%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.5	Dimensional US Core Equity 1 ETF Fund S000081780 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	4,311	0.00%	+1,344	Jul 31, 2026	Dimensional ETF Trust, not summed
30	Carter James S Insider CIK 1351915 · Jan 17, 2025 Director, issuer-wide	394,632	0.45%	+66,573	Jan 17, 2025	Director, issuer-wide
31	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	386,077	0.44%	+140,742	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	385,555	0.44%	-16,534	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	16,133	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
32.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,920	0.01%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
32.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,450	0.00%	+3,411	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
33	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	354,265	0.40%	+12,555	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
34	Mawer Stephen P Insider CIK 1669531 · Sep 25, 2026 Director, issuer-wide	348,410	0.40%	+36,832	Sep 25, 2026	Director, issuer-wide
35	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	338,696	0.39%	-242,441	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Borgmann Louis Todd Insider CIK 1823742 · Sep 25, 2026 CHIEF EXECUTIVE OFFICER, issuer-wide	324,269	0.37%	+60,527	Sep 25, 2026	CHIEF EXECUTIVE OFFICER, issuer-wide
37	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	321,700	0.37%	-70,100	Jun 30, 2026	carried, not yet filed for the newest quarter
38	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	309,840	0.35%	+6,356	Jun 30, 2026	carried, not yet filed for the newest quarter
39	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	305,557	0.35%	+266,784	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,494	0.34%	-47,992	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	194,903	0.22%	+32,520	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	72,654	0.08%	-24,036	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	17,655	0.02%	+2,489	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.4	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,824	0.00%	+416	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
41	HENNESSY ADVISORS INC 13F CIK 1145255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	283,200	0.32%	+283,200	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Hennessy Cornerstone Growth Fund Fund S000044800 · Registered fund · Jul 31, 2026 Hennessy Funds Trust, not summed	283,200	0.32%	—	Jul 31, 2026	Hennessy Funds Trust, not summed
42	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	264,107	0.30%	+166,366	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Schumacher Amy M Insider CIK 1619679 · Jul 9, 2026 Director, issuer-wide	258,160	0.29%	+7,067	Jul 9, 2026	Director, issuer-wide
44	DAVENPORT & Co LLC 13F CIK 887777 · Registered investment adviser · Sep 30, 2026	249,181	0.28%	+155,137	Sep 30, 2026
45	Obermeier Scott Insider CIK 1801826 · Mar 9, 2026 EVP - SPECIALTIES, issuer-wide	237,656	0.27%	+13,506	Mar 9, 2026	EVP - SPECIALTIES, issuer-wide
46	Apis Capital Advisors, LLC 13F CIK 1386892 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	232,000	0.26%	+232,000	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	225,437	0.26%	+7,489	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	143,598	0.16%	+5,594	Jul 31, 2026	Janus Detroit Street Trust, not summed
47.2	Janus Henderson Small Cap Growth Alpha ETF Fund S000052563 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	51,174	0.06%	-2,972	Jul 31, 2026	Janus Detroit Street Trust, not summed
48	Diametric Capital, LP 13F CIK 1719087 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	206,372	0.23%	+160,633	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	192,348	0.22%	-18,251	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,617	0.00%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
50	one8zero8, LLC 13F CIK 2053138 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,020	0.21%	-2,215	Jun 30, 2026	carried, not yet filed for the newest quarter

13 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 278 holders

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Key facts CIK 2013745 CUSIP 131428104 13F (30d) 21 filings 21 filers Visit website Investor relations