Summit Materials Ownership | Who Owns Summit Materials?
Summit Materials Ownership Summary
Summit Materials is owned by 69.52% institutional investors, 31.91% insiders. Vanguard group is the largest institutional shareholder, holding 6.97% of SUM shares. T. Rowe Price US Mid-Cap Value Equity is the top mutual fund, with 2.99% of its assets in Summit Materials shares.
SUM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Summit Materials | 69.52% | 31.91% | -1.43% |
| Sector | Basic Materials Stocks | 52.39% | 10.36% | 37.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 12.23M | 6.97% | $447.69M |
| Blackrock | 10.27M | 5.85% | $376.13M |
| Price t rowe associates inc /md/ | 8.83M | 5.03% | $323.38M |
| Massachusetts financial services co /ma/ | 7.21M | 4.11% | $263.99M |
| Principal financial group | 5.19M | 2.96% | $190.18M |
| Macquarie group | 5.04M | 2.87% | $184.57M |
| Dimensional fund advisors lp | 4.33M | 2.47% | $158.43M |
| Invesco | 4.10M | 2.34% | $150.13M |
| Victory capital management | 3.68M | 2.10% | $134.67M |
| Clearbridge investments | 3.17M | 1.81% | $116.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Harvey partners | 737.50K | 3.25% | $27.00M |
| Orchard capital management | 183.21K | 2.03% | $6.71M |
| River road asset management | 3.08M | 1.62% | $112.73M |
| Waycross investment management | 41.08K | 1.45% | $1.50M |
| Paradigm capital management inc/ny | 848.89K | 1.42% | $31.08M |
| Aristotle capital boston | 1.04M | 1.28% | $37.98M |
| Troluce capital advisors | 300.00K | 1.08% | $10.98M |
| Frontier capital management | 2.94M | 1.06% | $107.48M |
| Sagefield capital lp | 252.09K | 0.97% | $9.23M |
| Segall bryant & hamill | 1.45M | 0.94% | $53.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.41M | 0.01% | 1.41M |
| River road asset management | 3.08M | 1.62% | 1.25M |
| Mirae asset global etfs | 820.61K | 0.07% | 820.61K |
| Frontier capital management | 2.94M | 1.06% | 727.82K |
| Massachusetts financial services co /ma/ | 7.21M | 0.08% | 448.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hood river capital management | - | - | -745.02K |
| Mirae asset global investments | - | - | -579.35K |
| Dimensional fund advisors lp | 4.33M | 0.04% | -540.51K |
| Capital investors | - | - | -492.06K |
| Alliancebernstein | 1.66M | 0.02% | -426.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.41M | 0.01% | 1.41M | $51.60M |
| Mirae asset global etfs | 820.61K | 0.07% | 820.61K | $30.04M |
| Troluce capital advisors | 300.00K | 1.08% | 300.00K | $10.98M |
| Granite investment partners | 115.02K | 0.17% | 115.02K | $4.21M |
| Standard investments | 83.32K | 0.17% | 83.32K | $3.05M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -6.00 |
| Mather group, llc. | -34.00 |
| Triad wealth partners | -97.00 |
| Nelson, van denburg & campbell wealth management group | -276.00 |
| Peak6 investments | -511.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 308 | -1.28% | 122,042,233 | 1.74% | 69 | 1.36% | 166 | 8.50% | 93 | -10.58% |
| Mar 31, 2024 | 312 | 4.00% | 119,952,906 | 0.10% | 71 | 0.71% | 153 | 2.68% | 104 | - |
| Dec 31, 2023 | 300 | 0.67% | 119,838,778 | 0.54% | 100 | 1.00% | 149 | -9.70% | 104 | 30.00% |
| Sep 30, 2023 | 298 | 8.76% | 119,195,657 | -2.11% | 100 | 0.96% | 165 | 15.38% | 80 | 3.90% |
| Jun 30, 2023 | 274 | 11.38% | 121,759,574 | -0.09% | 102 | 0.97% | 143 | 40.20% | 77 | -29.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Mid-Cap Value Equity | 5.25M | 2.99% | 230.23K |
| T. Rowe Price Mid-Cap Value | 5.25M | 2.99% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.87M | 2.20% | -17.40K |
| iShares Russell 2000 ETF | 3.14M | 1.79% | -7.06K |
| Vanguard Small Cap Index | 3.08M | 1.76% | 6.05K |
| T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 2.77M | 1.58% | 125.97K |
| Delaware Small Cap Core I | 2.60M | 1.48% | -16.14K |
| Principal Aligned MidCap Equity | 2.45M | 1.40% | - |
| Principal MidCap R5 | 2.45M | 1.40% | - |
| Janus Henderson Triton D | 2.39M | 1.36% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 13, 2024 | Kilgore Jason | See Remarks | Sell | $452.88K |
| May 13, 2024 | Kilgore Jason | See Remarks | Sell | $1.58M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q1 | - | - |
SUM Ownership FAQ
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