Calumet, Inc.
Ownership
Ownership Structure
Who owns Calumet, Inc. (CLMT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 68.5% of the shares are freely tradable; institutional investors hold 53.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Two Seas Capital LP | 6.78 | 5,960,292 | -14.6 | 03/31/2026 |
| BlackRock Inc | 5.95 | 5,234,106 | +5.1 | 06/30/2026 |
| Wasserstein Debt Opportunities Management LP | 4.51 | 3,964,893 | -13.3 | 06/30/2026 |
| State Street Corp | 3.95 | 3,471,065 | +12.7 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.93 | 3,453,911 | +0.5 | 06/30/2026 |
| Adams Asset Advisors LLC | 2.28 | 2,006,206 | -37.3 | 06/30/2026 |
| Geode Capital Management, LLC | 2.23 | 1,962,286 | +4.8 | 06/30/2026 |
| Barclays PLC | 1.60 | 1,409,773 | +108.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.01 | 2,643,393 | +0.3 | 09/30/2026 |
| iShares Russell 2000 ETF | 2.04 | 1,795,477 | -1.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Fleming Bruce A | EVP - MONTANA RENEWABLES | 615,201 | 28,729,887 $ | Sep 25, 2026 | direct |
| Mawer Stephen P | Director | 348,410 | 16,270,747 $ | Sep 25, 2026 | direct |
| Borgmann Louis Todd | CHIEF EXECUTIVE OFFICER | 324,269 | 15,143,362 $ | Sep 25, 2026 | direct |
| Schumacher Amy M | Director | 258,160 | 12,056,072 $ | Jul 9, 2026 | direct |
| Sajkowski Daniel J | Director | 81,958 | 3,827,439 $ | Jul 9, 2026 | direct |
| Morical Gregory J | SVP, GENERAL COUNSEL | 64,945 | 3,032,932 $ | Sep 25, 2026 | direct |
| Boss John G. | Director | 33,033 | 1,542,641 $ | Jul 9, 2026 | direct |
| Raymond Paul C | Director | 28,973 | 1,353,039 $ | Jul 9, 2026 | direct |
| Lunin David | EVP - CFO | 14,546 | 679,298 $ | Oct 19, 2026 | direct |
| Twitchell Karen A. | Director | 13,389 | 625,266 $ | Jul 9, 2026 | direct |
| Quintana Julio M | Director | 7,067 | 330,029 $ | Jul 9, 2026 | direct |
| Narwold Karen G | Director | 7,067 | 330,029 $ | Jul 9, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 19, 2026 | Lunin David | EVP - CFO | Other | 7,954 | 0.00 | – |
| Oct 19, 2026 | Lunin David | EVP - CFO | Other | 20,000 | 0.00 | – |
| Sep 25, 2026 | Morical Gregory J | SVP, GENERAL COUNSEL | Other | 13,560 | 0.00 | – |
| Sep 25, 2026 | Morical Gregory J | SVP, GENERAL COUNSEL | Other | 30,694 | 0.00 | – |
| Sep 25, 2026 | Borgmann Louis Todd | CHIEF EXECUTIVE OFFICER | Other | 46,901 | 0.00 | – |
| Sep 25, 2026 | Borgmann Louis Todd | CHIEF EXECUTIVE OFFICER | Other | 107,428 | 0.00 | – |
| Sep 25, 2026 | Fleming Bruce A | EVP - MONTANA RENEWABLES | Other | 42,190 | 0.00 | – |
| Sep 25, 2026 | Fleming Bruce A | EVP - MONTANA RENEWABLES | Other | 107,428 | 0.00 | – |
| Sep 25, 2026 | Mawer Stephen P | Director | Sell | 24,555 | 0.00 | – |
| Sep 25, 2026 | Mawer Stephen P | Director | Other | 61,387 | 0.00 | – |
| Jul 9, 2026 | Boss John G. | Director | Other | 2,827 | 0.00 | – |
| Jul 9, 2026 | Boss John G. | Director | Other | 7,067 | 0.00 | – |
| Jul 9, 2026 | Mawer Stephen P | Director | Other | 5,512 | 0.00 | – |
| Jul 9, 2026 | Mawer Stephen P | Director | Other | 13,780 | 0.00 | – |
| Jul 9, 2026 | Raymond Paul C | Director | Other | 2,827 | 0.00 | – |
| Jul 9, 2026 | Raymond Paul C | Director | Other | 7,067 | 0.00 | – |
| Jul 9, 2026 | Sajkowski Daniel J | Director | Other | 2,827 | 0.00 | – |
| Jul 9, 2026 | Sajkowski Daniel J | Director | Other | 7,067 | 0.00 | – |
| Jul 9, 2026 | Schumacher Amy M | Director | Other | 7,067 | 0.00 | – |
| Jul 9, 2026 | Quintana Julio M | Director | Other | 7,067 | 0.00 | – |
| Jul 9, 2026 | Narwold Karen G | Director | Other | 7,067 | 0.00 | – |
| Jul 9, 2026 | Twitchell Karen A. | Director | Other | 7,067 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.