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Calumet Ownership | Who Owns Calumet?

OverviewForecastRevenueFinancialsChartTranscripts

Calumet Ownership Summary

Calumet is owned by 42.55% institutional investors, 21.19% insiders, and 36.27% retail investors. Wasserstein debt opportunities management is the largest institutional shareholder, holding 6.65% of CLMT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.18% of its assets in Calumet shares.

CLMT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCalumet42.55%21.19%36.27%
SectorEnergy Stocks 44.66%13.80%41.54%
IndustryOil & Gas Exploration & Production Stocks53.65%15.75%30.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wasserstein debt opportunities management5.69M6.65%$125.29M
Adams asset advisors5.25M6.14%$115.63M
Vanguard group3.84M4.49%$84.59M
Knott david m jr3.65M4.27%$80.40M
Two seas capital lp1.78M2.08%$39.27M
Susquehanna group, llp1.52M1.78%$33.44M
Blackrock funding, inc. /de1.45M1.70%$31.94M
State street1.18M1.38%$26.03M
Tyro capital management854.95K1.00%$18.83M
Geode capital management772.61K0.90%$17.02M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wasserstein debt opportunities management5.69M100.00%$125.29M
Knott david m jr3.65M29.08%$80.40M
Adams asset advisors5.25M14.84%$115.63M
Tyro capital management854.95K6.16%$18.83M
Barnett & company278.92K4.02%$6.14M
Alta fundamental advisers577.22K3.80%$12.71M
Two seas capital lp1.78M3.39%$39.27M
Garnet equity capital455.59K1.44%$10.03M
Diametric capital, lp65.69K0.98%$1.45M
Vanderbilt university212.65K0.92%$4.68M

Top Buyers

HolderShares% AssetsChange
Two seas capital lp1.78M3.39%1.47M
State street1.18M0.00%938.70K
Susquehanna group, llp1.52M0.01%476.99K
Blackrock funding, inc. /de1.45M0.00%346.87K
Marshall wace, llp320.02K0.01%320.02K

Top Sellers

HolderShares% AssetsChange
Wasserstein debt opportunities management5.69M100.00%-1.25M
Knott david m jr3.65M29.08%-673.64K
Raymond james & associates---572.06K
Ci private wealth---461.05K
Point72 asset management---423.50K

New Positions

HolderShares% AssetsChangeValue
Marshall wace, llp320.02K0.01%320.02K$7.05M
Vanderbilt university212.65K0.92%212.65K$4.68M
First trust advisors lp203.60K0.00%203.60K$4.48M
Centiva capital, lp190.70K0.05%190.70K$3.06M
Schonfeld strategic advisors157.73K0.02%157.73K$3.47M

Sold Out

HolderChange
Benjamin edwards-300.00
Psi advisors-300.00
Register financial advisors-400.00
Mcilrath & eck-500.00
Planned solutions-550.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202414330.00%36,392,30715.91%423.16%7214.29%3277.78%
Sep 30, 202411041.03%31,397,97031.98%364.21%6375.00%1828.57%
Jun 30, 202475-15.73%23,720,9064.55%293.70%35-16.67%1416.67%
Mar 31, 2024893.49%22,689,141-2.08%283.38%4216.67%12-29.41%
Dec 31, 20238611.69%23,171,18346.45%287.42%3650.00%17-5.56%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF2.74M3.18%2.74M
Vanguard Total Stock Mkt Idx Inv2.54M2.95%-
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.40M1.62%-41.10K
Vanguard Institutional Extnd Mkt Idx Tr1.05M1.22%1.58K
YieldMax Ultra Option Income Strat ETF400.00K0.47%-
Fidelity Extended Market Index372.60K0.43%-2.37K
Schwab US Small-Cap ETF™316.45K0.37%1.15K
Hwabao WP S&P Oil&Gas E&P QDII-LOF RMB A145.52K0.17%145.52K
BlackRock Extended Equity Market K140.31K0.16%140.31K
Extended Equity Market Fund K138.84K0.16%426.00

Recent Insider Transactions

DateNameRoleActivityValue
Mar 24, 2025Mawer Stephen P-Sell$47.08K
Mar 06, 2025Mawer Stephen P-Sell$46.20K
Mar 04, 2025Lunin David EVP - CFOBuy$32.63K
Jan 17, 2025Mawer Stephen P-Sell-
Dec 18, 2024Straumins Jennifer-Sell$810.98K

Insider Transactions Trends

DateBuySell
2025 Q113
2024 Q4-7
2024 Q2-1
2024 Q1-1
2023 Q481

CLMT Ownership FAQ

Who Owns Calumet?

Calumet shareholders are primarily institutional investors at 42.55%, followed by 21.19% insiders and 36.26% retail investors. The average institutional ownership in Calumet's industry, Oil & Gas Exploration & Production Stocks, is 53.65%, which Calumet falls below.

Who owns the most shares of Calumet?

Calumet’s largest shareholders are Wasserstein debt opportunities management (5.69M shares, 6.65%), Adams asset advisors (5.25M shares, 6.14%), and Vanguard group (3.84M shares, 4.49%). Together, they hold 17.28% of Calumet’s total shares outstanding.

Does Blackrock own Calumet?

BlackRock is not among the top 10 institutional shareholders of Calumet.

Who is Calumet’s biggest shareholder by percentage of total assets invested?

Wasserstein debt opportunities management is Calumet’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 5.69M Calumet shares, valued at 125.29M$.

Who is the top mutual fund holder of Calumet shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Calumet shares, with 3.18% of its total shares outstanding invested in 2.74M Calumet shares.

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