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 195 institutions that hold shares in the stock, with a total of 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Global Retirement Partners, LLC	Jan 31, 2025 Q4 2024	75 shares	$3,936 0.0% of portfolio	Q4 2024 Reduced 92.13%
Carolinas Wealth Consulting LLC Charlotte, NC	Feb 26, 2025 Q4 2024	59 shares	$3,096 0.0% of portfolio	Q4 2024 Added 59.46%
Johnson Financial Group, Inc. Racine, WI	Feb 14, 2025 Q4 2024	53 shares	$2,781 0.0% of portfolio	Q4 2024 Added 381.82%
Institutional & Family Asset Management, LLC	Jul 05, 2024 Q2 2024	47 shares	$2,467 0.0% of portfolio	Q1 2023 Reduced 2.08%
Ifp Advisors, Inc	May 05, 2025 Q1 2025	38 shares	$1,994 0.0% of portfolio	Q4 2024 Reduced 13.64%
Janiczek Wealth Management, LLC	Jul 25, 2024 Q2 2024	35 shares	$1,837 0.0% of portfolio	Q4 2023 New holding
Truvestments Capital LLC Sarasota, FL	Feb 07, 2025 Q4 2024	35 shares	$1,837 0.0% of portfolio	Q3 2024 New holding
Quarry LP New York, NY	Feb 14, 2025 Q4 2024	15 shares	$787 0.0% of portfolio	Q4 2024 Reduced 89.36%
Avion Wealth The Woodlands, TX	May 09, 2025 Q1 2025	5 shares	$262 0.0% of portfolio	Q1 2025 New holding
Cassady Schiller Wealth Management, LLC Cincinnati, OH	Feb 10, 2025 Q4 2024	3 shares	$157 0.0% of portfolio	Q4 2024 New holding
Huntington National Bank Columbus, OH	May 14, 2025 Q1 2025	2 shares	$104 0.0% of portfolio	Q1 2025 Reduced 99.3%
Fieldpoint Private Securities, LLC	Aug 05, 2022 Q2 2022	0 shares	$0 0.0% of portfolio	Q2 2022 New holding
Concourse Financial Group Securities, Inc. Birmingham, AL	Feb 13, 2025 Q4 2024	0 shares	$0 0.0% of portfolio	Q4 2024 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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