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 347 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
73,986
shares
|
$3.87 Million
0.04% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
73,394
shares
|
$3.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 39.66%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
69,843
shares
|
$3.65 Million
0.02% of portfolio
|
Q2 2024
Added 14.31%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
69,232
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
67,042
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
65,952
shares
|
$3.45 Million
0.35% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
63,991
shares
|
$3.35 Million
0.02% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
63,300
shares
|
$3.31 Million
0.2% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
61,844
shares
|
$3.23 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
60,960
shares
|
$3.19 Million
1.55% of portfolio
|
Q2 2023
Reduced 58.74%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
56,555
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
54,345
shares
|
$2.84 Million
0.42% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
53,943
shares
|
$2.82 Million
0.09% of portfolio
|
Q3 2024
Reduced 27.87%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
52,163
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.85%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
49,500
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
49,446
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
47,937
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 53.69%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
46,214
shares
|
$2.42 Million
0.35% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
45,762
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
40,800
shares
|
$2.13 Million
0.15% of portfolio
|
Q2 2024
Added 10.41%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
39,595
shares
|
$2.07 Million
1.14% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
37,490
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.47%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
36,763
shares
|
$1.92 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
36,732
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
36,674
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.16%
|