Summit Materials Ownership | Who Owns Summit Materials?
Summit Materials Ownership Summary
Summit Materials is owned by 68.91% institutional investors, 31.91% insiders. Vanguard group is the largest institutional shareholder, holding 6.97% 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 | 68.91% | 31.91% | -0.82% |
Sector | Basic Materials Stocks | 53.61% | 10.31% | 36.08% |
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 |
Waycross investment management | 36.76K | 1.96% | $1.86M |
River road asset management | 3.08M | 1.62% | $112.73M |
Paradigm capital management inc/ny | 848.89K | 1.42% | $31.08M |
Aristotle capital boston | 1.04M | 1.28% | $37.98M |
Moody aldrich partners | 131.71K | 1.23% | $6.66M |
Strengthening families & communities | 39.59K | 1.14% | $2.00M |
Troluce capital advisors | 300.00K | 1.08% | $10.98M |
Frontier capital management | 2.94M | 1.06% | $107.48M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 1.41M | 0.01% | 1.41M |
River road asset management | 3.08M | 1.62% | 1.25M |
Assenagon asset management | 879.47K | 0.07% | 822.22K |
Mirae asset global etfs | 820.61K | 0.07% | 820.61K |
Frontier capital management | 2.94M | 1.06% | 727.82K |
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 |
Tokio marine asset management | 92.50K | 0.17% | 92.50K | $4.68M |
Sold Out
Holder | Change |
---|---|
Allspring global investments | -3.00 |
Tfo-tdc | -6.00 |
Mather group, llc. | -34.00 |
Triad wealth partners | -97.00 |
Nbc securities | -101.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Sep 30, 2023 | 298 | 8.76% | 119,195,657 | -2.11% | 100 | 0.96% | 165 | 15.38% | 80 | 3.90% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 3.86M | 2.20% | 3.62K |
iShares Russell 2000 ETF | 3.26M | 1.85% | -12.50K |
Vanguard Small Cap Index | 3.13M | 1.78% | 29.68K |
T. Rowe Price US Mid-Cap Value Equity | 3.04M | 1.73% | -2.21M |
T. Rowe Price Mid-Cap Value | 3.04M | 1.73% | -2.04M |
Delaware Small Cap Core I | 2.60M | 1.48% | -16.14K |
Principal Aligned MidCap Equity | 2.45M | 1.40% | - |
Janus Henderson US SMID Cap Growth | 2.39M | 1.36% | - |
Janus Henderson Triton D | 2.38M | 1.35% | -6.76K |
Macquarie Small Cap Core I | 2.38M | 1.35% | -226.92K |
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 |
---|---|---|
2024 Q4 | - | 1 |
2024 Q2 | - | 2 |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q3 | - | - |
SUM Ownership FAQ
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