Summit Materials Ownership | Who Owns Summit Materials?
Summit Materials Ownership Summary
Summit Materials is owned by 60.80% institutional investors, 31.79% insiders, and 7.41% retail investors. Vanguard group is the largest institutional shareholder, holding 7.04% of SUM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.20% of its assets in Summit Materials shares.
SUM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Summit Materials | 60.80% | 31.79% | 7.41% |
| Sector | Basic Materials Stocks | 43.71% | 11.17% | 45.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 12.37M | 7.04% | $626.07M |
| Blackrock | 10.27M | 5.85% | $376.13M |
| Blackrock funding, inc. /de | 9.99M | 5.69% | $505.68M |
| Price t rowe associates inc /md/ | 5.35M | 3.05% | $270.91M |
| Macquarie group | 3.15M | 1.79% | $159.42M |
| Dimensional fund advisors lp | 3.15M | 1.79% | $159.24M |
| Janus henderson group | 3.10M | 1.76% | $156.68M |
| Geode capital management | 2.78M | 1.58% | $140.66M |
| State street | 2.78M | 1.58% | $101.61M |
| Goldman sachs group | 2.30M | 1.31% | $116.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kryger capital | 1.11M | 14.51% | $55.97M |
| Slotnik capital | 330.00K | 7.55% | $16.70M |
| Tig advisors | 2.08M | 7.37% | $105.18M |
| One68 global capital | 248.15K | 6.68% | $12.56M |
| Harvey partners | 808.00K | 4.54% | $40.88M |
| Clearalpha technologies lp | 81.71K | 2.84% | $4.13M |
| Hgc investment management | 125.00K | 2.71% | $6.33M |
| First trust capital management | 649.36K | 2.51% | $32.86M |
| Twin securities | 81.00K | 2.40% | $4.10M |
| Gabelli & co investment advisers | 277.00K | 2.39% | $14.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tig advisors | 2.08M | 7.37% | 2.08M |
| Fil | 1.88M | 0.09% | 1.88M |
| Balyasny asset management | 1.62M | 0.12% | 1.62M |
| Magnetar financial | 1.56M | 1.82% | 1.56M |
| Norges bank | 1.41M | 0.01% | 1.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 505.27K | 0.01% | -7.13M |
| Price t rowe associates inc /md/ | 5.35M | 0.03% | -3.86M |
| Principal financial group | 1.72M | 0.05% | -3.57M |
| Frontier capital management | 178.24K | 0.09% | -2.63M |
| Clearbridge investments | 917.92K | 0.04% | -2.16M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tig advisors | 2.08M | 7.37% | 2.08M | $105.18M |
| Fil | 1.88M | 0.09% | 1.88M | $95.13M |
| Balyasny asset management | 1.62M | 0.12% | 1.62M | $81.83M |
| Norges bank | 1.41M | 0.01% | 1.41M | $71.31M |
| Voloridge investment management | 1.18M | 0.21% | 1.18M | $59.48M |
Sold Out
| Holder | Change |
|---|---|
| Allspring global investments | -3.00 |
| Hexagon capital partners | -5.00 |
| Tfo-tdc | -6.00 |
| Claris advisors, llc / mo / | -9.00 |
| Sjs investment consulting | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 366 | 7.33% | 106,786,208 | -11.81% | 60 | 1.28% | 197 | 3.68% | 108 | 20.00% |
| Sep 30, 2024 | 334 | 8.44% | 121,025,211 | -0.83% | 68 | 1.43% | 184 | 10.84% | 89 | -4.30% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.87M | 2.20% | 7.46K |
| iShares Russell 2000 ETF | 3.30M | 1.87% | -25.05K |
| Vanguard Small Cap Index | 3.14M | 1.78% | 5.58K |
| T. Rowe Price US Mid-Cap Value Equity | 3.04M | 1.73% | -2.21M |
| Delaware Small Cap Core I | 2.60M | 1.48% | -16.14K |
| T. Rowe Price Mid-Cap Value | 2.53M | 1.44% | -516.81K |
| Principal Aligned MidCap Equity | 2.45M | 1.40% | - |
| Janus Henderson Triton D | 2.34M | 1.33% | -41.26K |
| Janus Henderson US SMID Cap Growth MA | 2.34M | 1.33% | 2.34M |
| Janus Henderson US SMID Cap Growth | 2.34M | 1.33% | -48.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2024 | Gaskill Christopher Burke | See Remarks | Sell | $78.20K |
| 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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
SUM Ownership FAQ
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