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 348 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
547
shares
|
$28,531
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
545
shares
|
$28,427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
528
shares
|
$27,540
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
500
shares
|
$26,080
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
476
shares
|
$24,828
0.0% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
440
shares
|
$22,950
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
437
shares
|
$22,793
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
420
shares
|
$21,907
0.0% of portfolio
|
Q2 2024
Added 40.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
417
shares
|
$21,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$20,864
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
390
shares
|
$20,342
0.0% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
354
shares
|
$18,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
335
shares
|
$17,473
0.0% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
298
shares
|
$15,543
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
287
shares
|
$14,969
0.0% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
270
shares
|
$14,083
0.0% of portfolio
|
Q3 2024
Added 45.16%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
254
shares
|
$13,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
241
shares
|
$12,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
214
shares
|
$11,162
0.0% of portfolio
|
Q2 2024
Added 21.59%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
188
shares
|
$9,806
0.01% of portfolio
|
Q4 2022
Added 1.62%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
176
shares
|
$9,180
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
163
shares
|
$8,502
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
141
shares
|
$7,354
0.0% of portfolio
|
Q3 2024
Added 127.42%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
138
shares
|
$7,198
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
126
shares
|
$6,572
0.0% of portfolio
|
Q2 2024
New holding
|