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 398 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
287
shares
|
$15,064
0.0% of portfolio
|
Q4 2024
Reduced 63.02%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
287
shares
|
$15,064
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
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
|
|
|
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
|
|
|
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%
|