Calumet Ownership | Who Owns Calumet?

Overview Forecast RevenueFinancials Chart Transcripts

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

Type	Name	% Inst	% Insiders	% Retail
Stock	Calumet	42.55%	21.19%	36.27%
Sector	Energy Stocks	38.14%	13.90%	47.96%
Industry	Oil & Gas Exploration & Production Stocks	47.25%	17.40%	35.36%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wasserstein debt opportunities management	5.69M	6.65%	$125.29M
Adams asset advisors	5.25M	6.14%	$115.63M
Vanguard group	3.84M	4.49%	$84.59M
Knott david m jr	3.65M	4.27%	$80.40M
Two seas capital lp	1.78M	2.08%	$39.27M
Susquehanna group, llp	1.52M	1.78%	$33.44M
Blackrock funding, inc. /de	1.45M	1.70%	$31.94M
State street	1.18M	1.38%	$26.03M
Geode capital management	772.61K	0.90%	$17.02M
Alta fundamental advisers	577.22K	0.67%	$12.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wasserstein debt opportunities management	5.69M	100.00%	$125.29M
Knott david m jr	3.65M	29.08%	$80.40M
Adams asset advisors	5.25M	14.84%	$115.63M
Barnett & company	278.92K	4.02%	$6.14M
Alta fundamental advisers	577.22K	3.80%	$12.71M
Two seas capital lp	1.78M	3.39%	$39.27M
Garnet equity capital	455.59K	1.44%	$10.03M
Gimbal financial	27.05K	0.49%	$595.53K
Founders financial alliance	52.79K	0.32%	$1.16M
Elco management	20.35K	0.24%	$448.11K

Top Buyers

Holder	Shares	% Assets	Change
Two seas capital lp	1.78M	3.39%	1.47M
State street	1.18M	0.00%	938.70K
Susquehanna group, llp	1.52M	0.01%	476.99K
Blackrock funding, inc. /de	1.45M	0.00%	346.87K
Marshall wace, llp	320.02K	0.01%	320.02K

Top Sellers

Holder	Shares	% Assets	Change
Wasserstein debt opportunities management	5.69M	100.00%	-1.25M
Tyro capital management	-	-	-854.95K
Knott david m jr	3.65M	29.08%	-673.64K
Raymond james & associates	-	-	-572.06K
Ci private wealth	-	-	-461.05K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	320.02K	0.01%	320.02K	$7.05M
First trust advisors lp	203.60K	0.00%	203.60K	$4.48M
Centiva capital, lp	190.70K	0.05%	190.70K	$3.06M
Schonfeld strategic advisors	157.73K	0.02%	157.73K	$3.47M
Swiss national bank	135.10K	0.00%	135.10K	$2.97M

Sold Out

Holder	Change
Pacific capital wealth advisors	-6.00
Benjamin edwards	-300.00
Psi advisors	-300.00
Register financial advisors	-400.00
Mcilrath & eck	-500.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	143	30.00%	36,392,307	15.91%	42	3.16%	72	14.29%	32	77.78%
Sep 30, 2024	110	41.03%	31,397,970	31.98%	36	4.21%	63	75.00%	18	28.57%
Jun 30, 2024	75	-15.73%	23,720,906	4.55%	29	3.70%	35	-16.67%	14	16.67%
Mar 31, 2024	89	3.49%	22,689,141	-2.08%	28	3.38%	42	16.67%	12	-29.41%
Dec 31, 2023	86	11.69%	23,171,183	46.45%	28	7.42%	36	50.00%	17	-5.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	2.74M	3.18%	2.74M
Vanguard Total Stock Mkt Idx Inv	2.54M	2.95%	-
SPDR® S&P Oil & Gas Explor & Prodtn ETF	1.22M	1.41%	-205.75K
Vanguard Institutional Extnd Mkt Idx Tr	1.08M	1.25%	26.83K
YieldMax Ultra Option Income Strat ETF	400.00K	0.47%	-
Fidelity Extended Market Index	380.55K	0.44%	7.95K
Schwab US Small-Cap ETF™	326.38K	0.38%	-161.00
Hwabao WP S&P Oil&Gas E&P QDII-LOF RMB A	145.52K	0.17%	145.52K
BlackRock Extended Equity Market K	140.31K	0.16%	140.31K
Extended Equity Market Fund K	138.84K	0.16%	426.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 14, 2025	Sheets Daniel L	-	Sell	$137.90K
May 13, 2025	Sheets Daniel L	-	Sell	$140.60K
May 13, 2025	Sheets Daniel L	-	Sell	$138.10K
May 13, 2025	Sheets Daniel L	-	Sell	$137.60K
Apr 22, 2025	Mawer Stephen P	-	Sell	$33.95K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	5
2025 Q1	1	3
2024 Q4	-	7
2024 Q2	-	1
2024 Q1	-	1

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 47.25%, 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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