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. Blackrock is the largest institutional shareholder, holding 5.85% 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 | 35.30% | 11.52% | 53.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.27M | 5.85% | $376.13M |
| State street | 2.78M | 1.58% | $101.61M |
| Norges bank | 1.41M | 0.80% | $71.31M |
| Nuveen asset management | 1.20M | 0.68% | $60.82M |
| Bank of america corp /de/ | 1.14M | 0.65% | $41.76M |
| Eagle asset management | 1.05M | 0.60% | $37.55M |
| Morgan stanley | 582.11K | 0.33% | $21.31M |
| Manufacturers life insurance company, the | 566.41K | 0.32% | $28.66M |
| Royal bank of canada | 325.58K | 0.19% | $16.47M |
| Ubs asset management americas | 320.76K | 0.18% | $16.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strengthening families & communities | 39.59K | 1.14% | $2.00M |
| Troluce capital advisors | 300.00K | 1.08% | $10.98M |
| Cardinal capital management llc /ct | 26.73K | 0.27% | $978.51K |
| Eagle asset management | 1.05M | 0.20% | $37.55M |
| Castleark management | 122.50K | 0.18% | $4.48M |
| Nverses capital | 8.30K | 0.18% | $303.86K |
| Madison investment advisors | 206.00K | 0.12% | $10.42M |
| Concentric capital strategies, lp | 52.96K | 0.10% | $1.94M |
| Inspire investing | 7.89K | 0.04% | $399.39K |
| American trust | 8.33K | 0.03% | $304.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.41M | 0.01% | 1.41M |
| Troluce capital advisors | 300.00K | 1.08% | 300.00K |
| Blackrock | 10.27M | 0.01% | 257.13K |
| Madison investment advisors | 206.00K | 0.12% | 206.00K |
| Royal bank of canada | 325.58K | 0.00% | 117.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | - | - | -12.37M |
| Blackrock funding, inc. /de | - | - | -9.99M |
| Price t rowe associates inc /md/ | - | - | -5.35M |
| Macquarie group | - | - | -3.15M |
| Dimensional fund advisors lp | - | - | -3.15M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.41M | 0.01% | 1.41M | $71.31M |
| Troluce capital advisors | 300.00K | 1.08% | 300.00K | $10.98M |
| Madison investment advisors | 206.00K | 0.12% | 206.00K | $10.42M |
| Nverses capital | 8.30K | 0.18% | 8.30K | $303.86K |
| Carolinas wealth consulting | 32.00 | 0.00% | 32.00 | $1.15K |
Sold Out
| Holder | Change |
|---|---|
| Allspring global investments | -3.00 |
| Moisand fitzgerald tamayo | -5.00 |
| Hexagon capital partners | -5.00 |
| Sittner & nelson | -6.00 |
| Tfo-tdc | -6.00 |
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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