Institutional Ownership Summit Materials, Inc. (SUM)
This table provides information about the institutional ownership of Summit Materials, Inc. (SUM). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $6.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
1,361
shares
|
$70,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,296
shares
|
$67,456
0.0% of portfolio
|
Q3 2024
Added 275.65%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,016
shares
|
$52,882
0.0% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,016
shares
|
$52,882
0.0% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
962
shares
|
$50,072
0.0% of portfolio
|
Q3 2024
Added 57.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
953
shares
|
$49,603
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
840
shares
|
$43,722
0.0% of portfolio
|
Q3 2024
Added 147.06%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
776
shares
|
$40,390
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
768
shares
|
$39,974
0.0% of portfolio
|
Q1 2024
Added 239.82%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
766
shares
|
$39,870
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
747
shares
|
$38,881
0.01% of portfolio
|
Q1 2022
Added 102.44%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
714
shares
|
$37,163
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
696
shares
|
$36,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
674
shares
|
$35,081
0.0% of portfolio
|
Q2 2024
Reduced 95.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
616
shares
|
$32,062
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
598
shares
|
$31,125
0.0% of portfolio
|
Q3 2023
Added 17.72%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
595
shares
|
$30,969
0.01% of portfolio
|
Q3 2024
Added 126.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
589
shares
|
$30,657
0.0% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
580
shares
|
$30,189
0.0% of portfolio
|
Q3 2024
Added 22.11%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
564
shares
|
$29,356
0.0% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
560
shares
|
$29,148
0.0% of portfolio
|
Q4 2022
Added 1.64%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
550
shares
|
$28,627
0.01% of portfolio
|
Q4 2024
Added 179.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
549
shares
|
$28,575
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
547
shares
|
$28,471
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
545
shares
|
$28,367
0.0% of portfolio
|
Q3 2024
New holding
|