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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
677
shares
|
$35,535
0.0% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
674
shares
|
$35,378
0.0% of portfolio
|
Q2 2024
Reduced 95.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
652
shares
|
$34,223
0.0% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
618
shares
|
$32,438
0.0% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
616
shares
|
$32,333
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
589
shares
|
$30,916
0.0% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
560
shares
|
$29,394
0.0% of portfolio
|
Q4 2022
Added 1.64%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
550
shares
|
$28,869
0.01% of portfolio
|
Q4 2024
Added 179.19%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
549
shares
|
$28,817
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
528
shares
|
$27,714
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
495
shares
|
$25,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
476
shares
|
$24,985
0.0% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
458
shares
|
$24,040
0.0% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
420
shares
|
$22,045
0.02% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
412
shares
|
$21,625
0.0% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$20,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
395
shares
|
$20,733
0.0% of portfolio
|
Q4 2024
Reduced 99.27%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
390
shares
|
$20,471
0.0% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
387
shares
|
$20,313
0.0% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
340
shares
|
$17,846
0.0% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
298
shares
|
$15,642
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
287
shares
|
$15,064
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
287
shares
|
$15,064
0.0% of portfolio
|
Q4 2024
Reduced 63.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
271
shares
|
$14,224
0.0% of portfolio
|
Q4 2024
Reduced 79.09%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
241
shares
|
$12,650
0.0% of portfolio
|
Q3 2024
New holding
|