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 121 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
12,050
shares
|
$622,503
0.02% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
11,904
shares
|
$614,960
0.27% of portfolio
|
Q3 2024
Added 95.73%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,757
shares
|
$607,366
0.0% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
11,709
shares
|
$604,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,366
shares
|
$587,167
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,006
shares
|
$568,569
0.01% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,649
shares
|
$550,127
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
10,607
shares
|
$547,957
0.04% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,591
shares
|
$547,131
0.01% of portfolio
|
Q1 2024
Added 4.49%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
10,556
shares
|
$545,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
10,164
shares
|
$525,072
0.04% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$516,599
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,948
shares
|
$513,913
0.0% of portfolio
|
Q3 2024
Reduced 89.27%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
9,800
shares
|
$506,267
0.18% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
9,700
shares
|
$501,101
0.0% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,654
shares
|
$498,725
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,625
shares
|
$497,227
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,358
shares
|
$483,434
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,351
shares
|
$483,072
0.0% of portfolio
|
Q3 2023
Added 6.53%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,300
shares
|
$480,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,192
shares
|
$474,858
0.0% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
9,152
shares
|
$472,792
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
9,121
shares
|
$471,190
0.32% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,115
shares
|
$470,880
0.0% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
8,996
shares
|
$464,733
0.01% of portfolio
|
Q3 2024
New holding
|