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Summit Materials (SUM) Institutional Ownership

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-0.09 (-0.22%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Summit Materials (NYSE:SUM)

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$653.65M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$496.56M
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SUM Institutional Buying and Selling by Quarter

Summit Materials Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank91,053$4.06M0.0%+215.3%0.052%
5/17/2024 Castleark Management LLC123,548$5.51M0.2%-20.7%0.070%
5/17/2024 Tidal Investments LLC5,412$241K0.0%-18.9%0.003%
5/16/2024 California State Teachers Retirement System119,493$5.33M0.0%-4.9%0.068%
5/16/2024 Interval Partners LP405,000$18.05M0.5%N/A0.231%
5/16/2024 Janus Henderson Group PLC2,842,725$126.70M0.1%-13.3%1.620%
5/16/2024 Kennedy Capital Management LLC276,429$12.32M0.3%+41.6%0.158%
5/16/2024 Bayesian Capital Management LP16,300$726K0.1%N/A0.009%
5/16/2024 Silvercrest Asset Management Group LLC147,375$6.57M0.0%+38.9%0.084%
5/15/2024 Mount Yale Investment Advisors LLC6,255$279K0.0%-13.9%0.004%
5/15/2024 Public Employees Retirement System of Ohio1,635$73K0.0%-97.2%0.001%
5/15/2024 Public Employees Retirement Association of Colorado14,388$641K0.0%-13.8%0.008%
5/15/2024 Price T Rowe Associates Inc. MD8,837,110$393.87M0.0%+0.3%5.037%
5/15/2024 Hood River Capital Management LLC745,020$33.21M0.7%N/A0.425%
5/15/2024 Epoch Investment Partners Inc.224,017$9.98M0.0%+17.1%0.128%
5/14/2024 Westwood Holdings Group Inc.516,900$23.04M0.2%-60.1%0.295%
5/14/2024 Advisors Asset Management Inc.83,476$3.72M0.1%+14.2%0.048%
5/14/2024 EntryPoint Capital LLC988$44K0.0%-45.6%0.001%
5/14/2024 InterOcean Capital Group LLC10,591$472K0.0%+4.5%0.006%
5/14/2024 American International Group Inc.58,917$2.63M0.0%-0.9%0.034%
5/13/2024 Bessemer Group Inc.252,167$11.24M0.0%+2.9%0.144%
5/10/2024 Acadian Asset Management LLC2,216$98K0.0%-84.9%0.001%
5/10/2024 Vanguard Group Inc.12,240,546$545.56M0.0%+2.2%7.024%
5/10/2024 Chesapeake Capital Corp IL14,676$654K0.5%-32.1%0.008%
5/9/2024 State Board of Administration of Florida Retirement System32,355$1.44M0.0%-5.5%0.019%
5/8/2024 Entropy Technologies LP5,593$249K0.0%N/A0.003%
5/8/2024 ProShare Advisors LLC21,479$957K0.0%+8.5%0.012%
5/8/2024 US Bancorp DE15,930$710K0.0%-40.5%0.009%
5/8/2024 Russell Investments Group Ltd.48,330$2.15M0.0%-10.7%0.028%
5/8/2024 Inspire Investing LLC8,047$359K0.0%-57.9%0.005%
5/7/2024 Sei Investments Co.456,164$20.33M0.0%+20.7%0.262%
5/7/2024Susquehanna Fundamental Investments LLC30,477$1.36M0.1%N/A0.017%
5/7/2024Susquehanna Portfolio Strategies LLC90,270$4.02M0.1%-5.5%0.052%
5/7/2024 Swiss National Bank235,915$10.52M0.0%+0.6%0.135%
5/7/2024 SG Americas Securities LLC14,486$646K0.0%-25.0%0.008%
5/6/2024 Leuthold Group LLC118,465$5.28M0.6%-0.4%0.068%
5/6/2024 Oxbow Advisors LLC7,924$353K0.0%N/A0.005%
5/6/2024 John G Ullman & Associates Inc.111,923$4.99M0.8%-4.3%0.064%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S2,282$102K0.0%N/A0.001%
5/3/2024 Central Pacific Bank Trust Division7,010$302K0.0%N/A0.004%
A letter is coming from the "Bureau of the Fiscal Service". (Ad)

Is your bank next? A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast.

See if your bank is involved right here.
5/2/2024 Fidelis Capital Partners LLC3,208$143K0.0%N/A0.002%
5/1/2024 Capstone Investment Advisors LLC5,750$256K0.0%N/A0.003%
5/1/2024 Janney Capital Management LLC13,101$584K0.0%-3.4%0.008%
5/1/2024 Janney Montgomery Scott LLC18,839$840K0.0%+39.0%0.011%
5/1/2024 BNP Paribas Financial Markets89,639$4.00M0.0%+89.5%0.051%
5/1/2024 Mirae Asset Global Investments Co. Ltd.579,354$25.82M0.0%-14.2%0.332%
5/1/2024 Diversify Advisory Services LLC9,366$404K0.0%N/A0.005%
4/30/2024 Norden Group LLC15,158$676K0.1%+41.8%0.009%
4/29/2024Commonwealth Equity Services LLC45,935$2.05M0.0%+22.1%0.026%
4/29/2024 Principal Financial Group Inc.5,324,077$237.29M0.1%+1.2%3.055%
4/29/2024 Marks Group Wealth Management Inc5,312$237K0.0%N/A0.003%
4/26/2024 Peregrine Capital Management LLC182,228$8.12M0.2%-5.7%0.105%
4/26/2024 Financial Insights Inc.11,447$510K0.1%N/A0.007%
4/24/2024 Assenagon Asset Management S.A.88,168$3.93M0.0%N/A0.051%
4/23/2024 Swisher Financial Concepts Inc.6,232$259K0.2%+5.3%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.124,150$5.53M0.0%+468.4%0.071%
4/22/2024 Raymond James & Associates160,612$7.16M0.0%+4.3%0.092%
4/22/2024 Waycross Investment Management Co40,664$1.81M1.7%+10.8%0.023%
4/19/2024 Norden Group LLC121,760$5.43M0.1%+1,038.9%0.070%
4/18/2024 Congress Wealth Management LLC DE 190,437$8.49M0.1%-3.7%0.109%
4/16/2024 Register Financial Advisors LLC1,017$45K0.0%N/A0.001%
4/12/2024 Westend Capital Management LLC4,160$185K0.1%N/A0.002%
4/11/2024 Congress Asset Management Co. MA427,672$19.06M0.1%+9.2%0.245%
4/5/2024 First Hawaiian Bank16,047$715K0.0%N/A0.009%
3/27/2024 Nomura Holdings Inc.49,782$1.92M0.0%+81.4%0.029%
3/22/2024 PNC Financial Services Group Inc.9,276$357K0.0%-37.9%0.005%
3/11/2024 Vanguard Group Inc.11,978,367$460.69M0.0%+0.4%6.873%
3/4/2024 Congress Asset Management Co. MA391,668$15.06M0.1%-13.0%0.225%
3/1/2024 Goldman Sachs Group Inc.1,636,741$62.95M0.0%-21.6%0.939%
2/28/2024 American International Group Inc.59,423$2.29M0.0%-0.4%0.034%
2/21/2024American Trust6,469$249K0.0%-12.6%0.005%
2/20/2024 Hiddenite Capital Partners LP85,000$3.27M2.0%-51.4%0.071%
2/15/2024 Cobalt Capital Management Inc.40,000$1.54M0.5%N/A0.033%
2/15/2024 Comerica Bank28,880$1.11M0.0%+4.2%0.024%
2/14/2024 Westwood Holdings Group Inc.1,295,641$49.83M0.4%-7.4%1.085%
2/13/2024 Epoch Investment Partners Inc.191,338$7.36M0.0%-10.0%0.160%
2/13/2024 Stephens Inc. AR133,865$5.15M0.1%N/A0.112%
2/13/2024 Keeley Teton Advisors LLC19,322$743K0.1%-8.9%0.016%
2/13/2024 Homestead Advisers Corp225,209$8.66M0.2%-10.4%0.189%
2/13/2024 Capital International Investors492,061$18.93M0.0%-87.5%0.412%
2/13/2024 The Manufacturers Life Insurance Company 1,163,509$44.75M0.0%+8.1%0.974%
2/13/2024 Campbell & CO Investment Adviser LLC11,007$423K0.0%-85.7%0.009%
2/12/2024 Eagle Asset Management Inc.1,438,825$55.34M0.3%-1.9%1.204%
2/12/2024 Madison Asset Management LLC175,368$6.75M0.1%+8.9%0.147%
2/12/2024 Oliver Luxxe Assets LLC84,782$3.26M0.8%+2.9%0.071%
2/12/2024 TFO Wealth Partners LLC2,721$105K0.0%+45,250.0%0.002%
2/12/2024 Steward Partners Investment Advisory LLC19,336$744K0.0%-2.1%0.016%
2/12/2024 Parallel Advisors LLC750$29K0.0%+113.7%0.001%
2/12/2024 Chesapeake Capital Corp IL21,623$832K0.6%N/A0.018%
2/12/2024 Hsbc Holdings PLC151,471$5.84M0.0%-43.6%0.127%
A letter is coming from the "Bureau of the Fiscal Service". (Ad)

Is your bank next? A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast.

See if your bank is involved right here.
2/9/2024 Congress Wealth Management LLC DE 197,672$7.60M0.1%-1.2%0.165%
2/9/2024 US Bancorp DE26,763$1.03M0.0%-24.1%0.022%
2/9/2024 Franklin Resources Inc.184,618$7.10M0.0%+1.2%0.155%
2/9/2024 Assetmark Inc.6,803$262K0.0%+35.5%0.006%
2/9/2024 Corient Private Wealth LLC17,565$676K0.0%N/A0.015%
2/9/2024 D.A. Davidson & CO.8,494$327K0.0%N/A0.007%
2/9/2024 Clearbridge Investments LLC3,177,677$122.21M0.1%+3.8%2.660%
2/9/2024 Wells Fargo & Company MN202,404$7.78M0.0%+3.4%0.169%
2/9/2024 PNC Financial Services Group Inc.9,276$357K0.0%-37.9%0.008%
2/9/2024 Dynamic Technology Lab Private Ltd17,234$663K0.1%-14.0%0.014%
(Data available from 1/1/2016 forward)

SUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUM shares?

During the previous two years, 278 institutional investors and hedge funds held shares of Summit Materials. The most heavily invested institutionals were Vanguard Group Inc. ($545.56M), Price T Rowe Associates Inc. MD ($393.87M), Massachusetts Financial Services Co. MA ($255.78M), Principal Financial Group Inc. ($237.29M), BlackRock Inc. ($221.78M), Dimensional Fund Advisors LP ($209.95M), and Macquarie Group Ltd. ($146.25M).Learn more on SUM's institutional investors.

Which institutional investors have been buying Summit Materials stock?

Of the 243 institutional investors that purchased Summit Materials stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($4.46M), Massachusetts Financial Services Co. MA ($4.26M), River Road Asset Management LLC ($1.85M), FMR LLC ($1.76M), Norges Bank ($1.29M), Aristotle Capital Boston LLC ($1.17M), and Jennison Associates LLC ($1.05M).

How much institutional buying is happening at Summit Materials?

Institutional investors have bought a total of 34,505,623 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Which Summit Materials major shareholders have been selling company stock?

Of the 132 institutional investors that sold Summit Materials stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($3.45M), Franklin Resources Inc. ($2.95M), Victory Capital Management Inc. ($2.88M), Jennison Associates LLC ($2.31M), Principal Financial Group Inc. ($2.05M), Westwood Holdings Group Inc. ($881.63K), and Mirae Asset Global Investments Co. Ltd. ($759.33K).

How much institutional selling is happening at Summit Materials?

Institutional investors have sold a total of 23,385,443 shares in the last 24 months. This volume of shares sold represents approximately $766.54M in transactions.


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This page (NYSE:SUM) was last updated on 5/19/2024 by MarketBeat.com Staff

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