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 409 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
3,866
shares
|
$202,926
0.0% of portfolio
|
Q4 2024
Added 827.1%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,587
shares
|
$188,281
0.0% of portfolio
|
Q4 2024
Reduced 48.11%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
3,432
shares
|
$180,145
0.16% of portfolio
|
Q4 2024
Reduced 28.49%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,396
shares
|
$178,256
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,847
shares
|
$149,439
0.01% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
2,509
shares
|
$131,697
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
2,034
shares
|
$106,764
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,922
shares
|
$100,885
0.0% of portfolio
|
Q4 2024
Reduced 43.95%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,831
shares
|
$96,109
0.06% of portfolio
|
Q4 2024
Added 207.73%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
1,753
shares
|
$92,014
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,647
shares
|
$86,451
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,641
shares
|
$86,136
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,461
shares
|
$76,687
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,242
shares
|
$65,192
0.0% of portfolio
|
Q4 2024
Added 29.11%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,130
shares
|
$59,313
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
1,100
shares
|
$57,739
0.03% of portfolio
|
Q4 2024
Reduced 58.51%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,016
shares
|
$53,329
0.0% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,016
shares
|
$53,329
0.0% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
840
shares
|
$44,091
0.01% of portfolio
|
Q3 2024
Added 147.06%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
782
shares
|
$41,047
0.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
768
shares
|
$40,312
0.0% of portfolio
|
Q1 2024
Added 239.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
747
shares
|
$39,210
0.01% of portfolio
|
Q1 2022
Added 102.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
700
shares
|
$36,743
0.0% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
696
shares
|
$36,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
686
shares
|
$36,008
0.0% of portfolio
|
Q4 2024
New holding
|