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 396 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 $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
8,836
shares
|
$463,801
0.0% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
8,680
shares
|
$455,613
0.14% of portfolio
|
Q4 2022
Added 1.7%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
8,679
shares
|
$455,560
0.0% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,641
shares
|
$453,566
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
8,200
shares
|
$430,418
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,092
shares
|
$424,749
0.0% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,016
shares
|
$420,759
0.01% of portfolio
|
Q3 2020
Reduced 29.44%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$419,920
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
7,893
shares
|
$414,303
0.05% of portfolio
|
Q4 2024
Reduced 25.59%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
7,769
shares
|
$407,794
0.0% of portfolio
|
Q3 2024
Reduced 38.48%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
7,717
shares
|
$405,065
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,674
shares
|
$402,808
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,514
shares
|
$394,409
0.0% of portfolio
|
Q4 2024
Reduced 94.79%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,411
shares
|
$389,003
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
7,256
shares
|
$380,867
0.0% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,207
shares
|
$378,295
0.0% of portfolio
|
Q4 2024
Reduced 21.59%
|
|
|
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%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
7,121
shares
|
$373,781
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,070
shares
|
$371,104
0.0% of portfolio
|
Q4 2024
Reduced 39.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
6,783
shares
|
$356,039
0.0% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,560
shares
|
$344,334
0.0% of portfolio
|
Q4 2024
Reduced 53.9%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,548
shares
|
$343,704
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
6,265
shares
|
$328,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
6,021
shares
|
$316,042
0.08% of portfolio
|
Q3 2024
Added 0.08%
|