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 25 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $696 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,273,975
shares
|
$539 Million
0.01% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,201,939
shares
|
$63.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
830,234
shares
|
$43.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,733
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
205,995
shares
|
$10.8 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
178,981
shares
|
$9.39 Million
0.01% of portfolio
|
Q1 2024
Added 10.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,923
shares
|
$6.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
60,960
shares
|
$3.2 Million
1.55% of portfolio
|
Q2 2023
Reduced 58.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,835
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
14,717
shares
|
$772,495
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,591
shares
|
$555,921
0.01% of portfolio
|
Q1 2024
Added 4.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,351
shares
|
$490,833
0.0% of portfolio
|
Q3 2023
Added 6.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,016
shares
|
$420,759
0.01% of portfolio
|
Q3 2020
Reduced 29.44%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
7,717
shares
|
$405,065
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,169
shares
|
$376,300
0.03% of portfolio
|
Q3 2022
Added 33.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,145
shares
|
$375,041
0.02% of portfolio
|
Q4 2023
Added 17.44%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
747
shares
|
$39,210
0.01% of portfolio
|
Q1 2022
Added 102.44%
|
|
|
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 |
Jul 30, 2025 Q2 2025 |
188
shares
|
$9,868
0.0% of portfolio
|
Q4 2022
Added 1.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
96
shares
|
$5,039
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
47
shares
|
$2,467
0.0% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
35
shares
|
$1,837
0.0% of portfolio
|
Q4 2023
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 |
Aug 05, 2025 Q2 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
|