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 410 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 $5.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
238
shares
|
$12,492
0.0% of portfolio
|
Q4 2024
Reduced 28.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
214
shares
|
$11,232
0.0% of portfolio
|
Q2 2024
Added 21.59%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
188
shares
|
$9,868
0.01% of portfolio
|
Q4 2022
Added 1.62%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
176
shares
|
$9,238
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
163
shares
|
$8,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
159
shares
|
$8,345
0.0% of portfolio
|
Q4 2024
Added 367.65%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
157
shares
|
$8,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
138
shares
|
$7,243
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
126
shares
|
$6,613
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
125
shares
|
$6,561
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
124
shares
|
$6,508
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
122
shares
|
$6,403
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
118
shares
|
$6,193
0.0% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
116
shares
|
$6,088
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
114
shares
|
$5,983
0.0% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
110
shares
|
$5,773
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
107
shares
|
$5,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
105
shares
|
$5,511
0.0% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$5,353
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
96
shares
|
$5,039
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
85
shares
|
$4,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
75
shares
|
$3,936
0.0% of portfolio
|
Q4 2024
Reduced 92.13%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
63
shares
|
$3,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
57
shares
|
$2,991
0.0% of portfolio
|
Q3 2024
Added 307.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
57
shares
|
$2,991
0.0% of portfolio
|
Q3 2024
New holding
|