Calumet Inc (CLMT)

CUSIP: 131428104 | NYSE | Basic Materials · Specialty Chemicals | Mid Cap | 336 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ATwo Seas Capital LP	6,619,708	7.5%	New 5%+ stake	Jun 30, 2026	No 13F filer matched
13G/ARajay Bagaria with Joseph Dutton, WDO Management GP, LLC, Wasserstein Management L.P., +2 more

Institutional Holders — Q3 2026

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Two Seas Capital LP5,280,659

3.2% of portfolio$276.6M

Adams Asset Advisors, LLC1,906,206

10.1% of portfolio$99.8M

Citigroup Inc425,550

0.0% of portfolio$22.3M

Hennessy Advisors Inc258,000

0.5% of portfolio$13.5M

Davenport & Co LLC249,181

0.1% of portfolio$13.1M

Imc-Chicago, LLC190,836

0.0% of portfolio$10.0M

Bank of New York Mellon Corp188,379

0.0% of portfolio$9.9M

Dimensional Fund Advisors LP147,218

0.0% of portfolio$7.7M

Principal Financial Group Inc99,543

0.0% of portfolio$5.2M

Mirae Asset Securities (USA) Inc.50,313

0.1% of portfolio$2.6M

Plancorp, LLC45,000

0.1% of portfolio$2.2M

Creative Planning41,222

0.0% of portfolio$2.2M

Valeo Financial Advisors, LLC38,613

0.0% of portfolio$2.0M

Sierra Summit Advisors LLC33,057

0.2% of portfolio$1.7M

Y-Intercept (Hong Kong) Ltd32,499

0.0% of portfolio$1.7M

O'Keefe Stevens Advisory, Inc.30,435

0.3% of portfolio$1.6M

Elco Management Co., LLC28,950

0.7% of portfolio$1.5M

Commonwealth Equity Services, LLC28,914

0.0% of portfolio$1.5M

Ellsworth Advisors, LLC28,734

0.2% of portfolio$1.5M

Fideuram - Intesa Sanpaolo Private Banking S.P.A.28,582

0.0% of portfolio$1.5M

Gimbal Financial24,532

0.7% of portfolio$1.3M

State of New Jersey Common Pension Fund D24,289

0.0% of portfolio$1.3M

Arizona State Retirement System19,634

0.0% of portfolio$1.0M

Premier Path Wealth Partners, LLC12,003

0.1% of portfolio$628.7K

Inspire Investing, LLC11,918

0.0% of portfolio$624.3K

GF Fund Management Co. Ltd.11,580

0.0% of portfolio$606.6K

Pictet Asset Management Holding SA11,534

0.0% of portfolio$604.2K

O'Brien Greene & Co. Inc11,500

0.2% of portfolio$602.4K

Sapient Capital LLC9,677

0.0% of portfolio$506.9K

ProShare Advisors LLC8,686

0.0% of portfolio$455.0K

Optimist Retirement Group LLC8,465

0.2% of portfolio$443.4K

Xponance LLC7,493

0.0% of portfolio$392.5K

SP Asset Management LLC6,500

0.0% of portfolio$340.5K

Swiss Life Asset Management Ltd5,283

0.0% of portfolio$276.7K

Bokf, NA4,925

0.0% of portfolio$258.0K

Strs Ohio4,400

0.0% of portfolio$230.5K

Covestor Ltd4,180

0.4% of portfolio$218.0K

Virginia Retirement Systems ET Al4,000

0.0% of portfolio$209.5K

State of Alaska, Department of Revenue2,659

0.0% of portfolio$139.0K

Sterling Capital Management LLC2,045

0.0% of portfolio$107.1K

IFP Advisors, Inc2,000

0.0% of portfolio$104.8K

KBC Group NV1,921

0.0% of portfolio$101.0K

DekaBank Deutsche Girozentrale1,729

0.0% of portfolio$93

Nisa Investment Advisors, LLC1,451

0.0% of portfolio$76.0K

Gamma Investing LLC926

0.0% of portfolio$48.5K

Farther Finance Advisors, LLC905

0.0% of portfolio$47.4K

State of Wyoming832

0.0% of portfolio$43.6K

EverSource Wealth Advisors, LLC558

0.0% of portfolio$29.2K

Spire Wealth Management450

0.0% of portfolio$23.6K

Summit Securities Group LLC367

0.0% of portfolio$19.2K

Pinnacle Wealth Planning Services, Inc.252

0.0% of portfolio$13.2K

Carolina Wealth Advisors, LLC236

0.0% of portfolio$12.4K

Larson Financial Group LLC178

0.0% of portfolio$9.3K

JFS Wealth Advisors, LLC166

0.0% of portfolio$8.7K

Parallel Advisors, LLC92

0.0% of portfolio$4.8K

Laurel Wealth Advisors LLC51

0.0% of portfolio$2.7K

Parkside Financial Bank & Trust40

0.0% of portfolio$2.1K

Silver Grove Financial Group, Inc.28

0.0% of portfolio$1.5K

Ascentis Wealth Management, LLC25

0.0% of portfolio$1.3K

Fortitude Family Office, LLC23

0.0% of portfolio$1.2K

Essential Partners LLC11

0.0% of portfolio$576

Physician Wealth Advisors, Inc.9

0.0% of portfolio$472

Assetmark, Inc6

0.0% of portfolio$314

Hughes Financial Services, LLC4

0.0% of portfolio$194

Friedenthal Financial2

0.0% of portfolio$105

SJS Investment Consulting Inc.1

0.0% of portfolio$53

Monetary Solutions, Ltd1

0.0% of portfolio$52

				Style	Turnover	Location	Filed
Two Seas Capital LP	5,280,659	$276.6M	3.2%	Momentum	Medium	Rye, NY	2026-10-06
Adams Asset Advisors, LLC	1,906,206	$99.8M	10.1%	Yield	Medium	Dallas, TX	2026-10-08
Citigroup Inc	425,550	$22.3M	0.0%	Core	Medium	New York, NY	2026-11-04
Hennessy Advisors Inc	258,000	$13.5M	0.5%	Deep Value	Medium	Novato, CA	2026-10-28
Davenport & Co LLC	249,181	$13.1M	0.1%	Core	Medium	Richmond, VA	2026-10-14
Imc-Chicago, LLC	190,836	$10.0M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Bank of New York Mellon Corp	188,379	$9.9M	0.0%	Core	Low	New York, NY	2026-11-05
Dimensional Fund Advisors LP	147,218	$7.7M	0.0%	Index	Low	Austin, TX	2026-11-04
Principal Financial Group Inc	99,543	$5.2M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Mirae Asset Securities (USA) Inc.	50,313	$2.6M	0.1%	ETF	High	New York, NY	2026-10-15
Plancorp, LLC	45,000	$2.2M	0.1%	ETF	Low	Saint Louis, MO	2026-11-03
Creative Planning	41,222	$2.2M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Valeo Financial Advisors, LLC	38,613	$2.0M	0.0%	ETF	Low	Carmel, IN	2026-10-08
Sierra Summit Advisors LLC	33,057	$1.7M	0.2%	Agg Growth	High	Incline Village, NV	2026-10-28
Y-Intercept (Hong Kong) Ltd	32,499	$1.7M	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
O'Keefe Stevens Advisory, Inc.	30,435	$1.6M	0.3%	Value	Low	Rochester, NY	2026-10-09
Elco Management Co., LLC	28,950	$1.5M	0.7%	Core	Low	New York, NY	2026-10-14
Commonwealth Equity Services, LLC	28,914	$1.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Ellsworth Advisors, LLC	28,734	$1.5M	0.2%	GARP	High	Hudson, OH	2026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	28,582	$1.5M	0.0%	Core	High	Turin, Latvia	2026-10-22
Gimbal Financial	24,532	$1.3M	0.7%	ETF	N/A	Carmel, IN	2026-10-19
State of New Jersey Common Pension Fund D	24,289	$1.3M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Arizona State Retirement System	19,634	$1.0M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Premier Path Wealth Partners, LLC	12,003	$628.7K	0.1%	Growth	Medium	Madison, NJ	2026-10-16
Inspire Investing, LLC	11,918	$624.3K	0.0%	GARP	High	Meridian, ID	2026-10-22
GF Fund Management Co. Ltd.	11,580	$606.6K	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Pictet Asset Management Holding SA	11,534	$604.2K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
O'Brien Greene & Co. Inc	11,500	$602.4K	0.2%	Core	Low	Media, PA	2026-11-05
Sapient Capital LLC	9,677	$506.9K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-08
ProShare Advisors LLC	8,686	$455.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Optimist Retirement Group LLC	8,465	$443.4K	0.2%	Value	Low	Bellevue, WA	2026-10-30
Xponance LLC	7,493	$392.5K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
SP Asset Management LLC	6,500	$340.5K	0.0%	Core	Very Low	Cupertino, CA	2026-11-05
Swiss Life Asset Management Ltd	5,283	$276.7K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Bokf, NA	4,925	$258.0K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Strs Ohio	4,400	$230.5K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Covestor Ltd	4,180	$218.0K	0.4%	Value	High	London, United Kingdom	2026-10-30
Virginia Retirement Systems ET Al	4,000	$209.5K	0.0%	Core	Medium	Richmond, VA	2026-10-28
State of Alaska, Department of Revenue	2,659	$139.0K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Sterling Capital Management LLC	2,045	$107.1K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
IFP Advisors, Inc	2,000	$104.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
KBC Group NV	1,921	$101.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
DekaBank Deutsche Girozentrale	1,729	$93	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Nisa Investment Advisors, LLC	1,451	$76.0K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Gamma Investing LLC	926	$48.5K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Farther Finance Advisors, LLC	905	$47.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
State of Wyoming	832	$43.6K	0.0%	Value	High	Cheyenne, WY	2026-10-28
EverSource Wealth Advisors, LLC	558	$29.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Spire Wealth Management	450	$23.6K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Summit Securities Group LLC	367	$19.2K	0.0%	Core	Very High	New York, NY	2026-11-05
Pinnacle Wealth Planning Services, Inc.	252	$13.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Carolina Wealth Advisors, LLC	236	$12.4K	0.0%	Yield	High	Myrtle Beach, SC	2026-10-23
Larson Financial Group LLC	178	$9.3K	0.0%	Growth	Low	St Louis, MO	2026-11-05
JFS Wealth Advisors, LLC	166	$8.7K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Parallel Advisors, LLC	92	$4.8K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Laurel Wealth Advisors LLC	51	$2.7K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Parkside Financial Bank & Trust	40	$2.1K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Silver Grove Financial Group, Inc.	28	$1.5K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Ascentis Wealth Management, LLC	25	$1.3K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Fortitude Family Office, LLC	23	$1.2K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Essential Partners LLC	11	$576	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Physician Wealth Advisors, Inc.	9	$472	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Assetmark, Inc	6	$314	0.0%	ETF	Low	Concord, CA	2026-10-21
Hughes Financial Services, LLC	4	$194	0.0%	ETF	Low	Herndon, VA	2026-10-30
Friedenthal Financial	2	$105	0.0%	ETF	High	Marlton, NJ	2026-10-27
SJS Investment Consulting Inc.	1	$53	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Monetary Solutions, Ltd	1	$52	0.0%	ETF	Very Low	Dayton, OH	2026-10-22