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Summit Materials (SUM) Institutional Ownership

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$52.20 +0.01 (+0.01%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Summit Materials (NYSE:SUM)

Number of
Institutional Buyers
(last 12 months)
167
Total
Institutional Inflows
(last 12 months)
$501.21M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$439.97M
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SUM Institutional Buying and Selling by Quarter

Summit Materials Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Inspire Investing LLC7,893$399K0.0%-25.6%0.004%
1/17/2025 SG Americas Securities LLC6,560$332K0.0%-53.9%0.004%
1/17/2025 Nisa Investment Advisors LLC192,319$9.73M0.0%+2,256.6%0.110%
1/16/2025 Diversify Wealth Management LLC14,972$779K0.1%+47.3%0.009%
1/15/2025 Value Holdings Management CO. LLC19,000$962K0.2%+90.0%0.011%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.13,907$704K0.1%N/A0.008%
1/14/2025 Assenagon Asset Management S.A.879,466$44.50M0.1%+1,436.3%0.501%
1/14/2025 Waycross Investment Management Co36,763$1.86M2.0%-1.9%0.021%
1/10/2025 Graypoint LLC9,286$470K0.0%N/A0.005%
1/8/2025 First Hawaiian Bank15,401$779K0.0%-36.8%0.009%
1/3/2025 Versant Capital Management Inc550$28K0.0%+179.2%0.000%
12/26/2024JPMorgan Chase & Co.473,508$18.48M0.0%-5.7%0.270%
12/19/2024Principal Financial Group Inc.5,289,410$206.45M0.1%+1.8%3.012%
12/13/2024B. Riley Wealth Advisors Inc.5,429$203K0.0%N/A0.003%
11/29/2024American Trust7,390$288K0.0%-11.3%0.004%
11/27/2024Franklin Resources Inc.189,231$7.36M0.0%N/A0.108%
11/25/2024Synovus Financial Corp28,244$1.10M0.0%+13.6%0.016%
11/25/2024Tidal Investments LLC13,688$534K0.0%+32.0%0.008%
11/25/2024World Investment Advisors LLC11,709$457K0.0%N/A0.007%
11/25/2024Sanctuary Advisors LLC25,402$991K0.0%+50.8%0.014%
11/16/2024Geode Capital Management LLC2,789,212$108.89M0.0%+0.3%1.588%
11/15/2024Barclays PLC211,442$8.25M0.0%+222.4%0.120%
11/15/2024Y Intercept Hong Kong Ltd21,460$838K0.1%N/A0.012%
11/15/2024Castleark Management LLC118,178$4.61M0.2%-3.5%0.067%
11/15/2024iA Global Asset Management Inc.8,020$313K0.0%N/A0.005%
11/15/2024Jane Street Group LLC97,946$3.82M0.0%-51.3%0.056%
11/15/2024State Street Corp2,769,174$108.08M0.0%-0.2%1.577%
11/15/2024Stifel Financial Corp49,446$1.93M0.0%-19.6%0.028%
11/15/2024Systematic Financial Management LP8,996$351K0.0%N/A0.005%
11/15/2024Point72 DIFC Ltd4,775$186K0.0%N/A0.003%
11/15/2024Janus Henderson Group PLC2,771,481$108.17M0.1%+0.1%1.578%
11/15/2024Harvey Partners LLC806,500$31.48M3.6%+9.4%0.459%
11/15/2024Holocene Advisors LP92,397$3.61M0.0%+23.2%0.053%
11/15/2024Point72 Asia Singapore Pte. Ltd.714$28K0.0%N/A0.000%
11/15/2024Point72 Hong Kong Ltd1,361$53K0.0%N/A0.001%
11/14/2024Edgestream Partners L.P.28,049$1.10M0.0%N/A0.016%
11/14/2024Verition Fund Management LLC75,021$2.93M0.0%N/A0.043%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC287,733$11.23M0.0%+3.8%0.164%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank36,674$1.43M0.0%-16.2%0.021%
11/13/2024Townsquare Capital LLC73,986$2.89M0.0%+6.2%0.042%
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11/13/2024BNP Paribas Financial Markets30,731$1.20M0.0%+9.3%0.018%
11/13/2024FMR LLC47,283$1.85M0.0%+18.4%0.027%
11/13/2024D.A. Davidson & CO.9,115$356K0.0%+11.5%0.005%
11/13/2024The Manufacturers Life Insurance Company1,232,524$48.11M0.0%+3.8%0.702%
11/13/2024Dynamic Technology Lab Private Ltd28,927$1.13M0.1%N/A0.016%
11/12/2024Algert Global LLC73,394$2.87M0.1%-39.7%0.042%
11/12/2024Citigroup Inc.113,579$4.43M0.0%+166.4%0.065%
11/12/2024Eagle Asset Management Inc.830,234$32.40M0.2%-21.2%0.473%
11/12/2024Charles Schwab Investment Management Inc.1,752,993$68.42M0.0%+21.8%0.998%
11/12/2024Massachusetts Financial Services Co. MA7,639,798$298.18M0.1%+6.0%4.351%
11/9/2024John G Ullman & Associates Inc.108,873$4.25M0.6%-1.2%0.062%
11/9/2024Intech Investment Management LLC28,099$1.10M0.0%N/A0.016%
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.206,113$8.05M0.0%N/A0.117%
11/8/2024Advisors Asset Management Inc.108,268$4.23M0.1%+7.2%0.062%
11/8/2024Jennison Associates LLC16,666$650K0.0%N/A0.009%
11/8/2024Segall Bryant & Hamill LLC1,547,312$60.39M0.8%+6.5%0.881%
11/7/2024Strengthening Families & Communities LLC42,902$1.67M0.4%+9.3%0.024%
11/7/2024Swiss National Bank239,915$9.36M0.0%-0.7%0.137%
11/7/2024Thrivent Financial for Lutherans731,995$28.57M0.1%+3.9%0.417%
11/7/2024Chesapeake Capital Corp IL9,121$353K0.3%+27.9%0.005%
11/6/2024Natixis Advisors LLC28,070$1.10M0.0%+35.0%0.016%
11/6/2024Royce & Associates LP369,869$14.44M0.1%+5.7%0.211%
11/6/2024KBC Group NV3,807$149K0.0%+19.8%0.002%
11/5/2024Victory Capital Management Inc.3,004,085$117.25M0.1%-18.3%1.711%
11/5/2024GSA Capital Partners LLP20,463$799K0.1%N/A0.012%
11/5/2024Entropy Technologies LP17,754$693K0.1%+22.0%0.010%
11/4/2024State of New Jersey Common Pension Fund D49,500$1.93M0.0%-4.5%0.028%
11/1/2024Atria Investments Inc6,955$271K0.0%-6.1%0.004%
11/1/2024Assetmark Inc.6,913$270K0.0%+6.3%0.004%
10/31/2024 Portside Wealth Group LLC5,241$205K0.0%N/A0.003%
10/31/2024Kornitzer Capital Management Inc. KS475,111$18.54M0.3%+0.4%0.271%
10/31/2024Principal Financial Group Inc.5,289,410$206.45M0.1%+1.8%3.015%
10/30/2024River Road Asset Management LLC3,567,938$139.26M1.8%+15.9%2.033%
10/29/2024Innealta Capital LLC5,185$202K0.1%+47,036.4%0.003%
10/29/2024Harvey Capital Management Inc.49,048$1.91M0.5%+21.1%0.028%
10/29/2024 Janney Capital Management LLC12,474$487K0.0%-3.9%0.007%
10/29/2024Farther Finance Advisors LLC1,296$51K0.0%+275.7%0.001%
10/28/2024US Bancorp DE11,757$459K0.0%-8.4%0.007%
10/28/2024Congress Asset Management Co.509,409$19.88M0.1%+9.4%0.290%
10/25/2024 Diversify Wealth Management LLC10,164$413K0.0%+14.2%0.006%
10/25/2024 Diversify Advisory Services LLC5,051$204K0.0%N/A0.003%
10/24/2024Hunter Associates Investment Management LLC76,963$3.00M0.5%+104.4%0.044%
10/24/2024Leuthold Group LLC113,175$4.42M0.5%-3.6%0.065%
10/23/2024Mount Yale Investment Advisors LLC7,452$291K0.0%+19.6%0.004%
10/23/2024 Assenagon Asset Management S.A.57,244$2.23M0.0%-35.1%0.033%
10/23/2024Ausbil Investment Management Ltd23,963$935K0.3%+355.8%0.014%
10/23/2024Moody Aldrich Partners LLC114,130$4.45M0.8%-8.0%0.065%
10/22/2024 International Assets Investment Management LLC937$37K0.0%+3,804.2%0.001%
10/21/2024Toth Financial Advisory Corp840$33K0.0%+147.1%0.000%
10/18/2024Raymond James & Associates298,733$11.66M0.0%+11.0%0.170%
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10/17/2024V Square Quantitative Management LLC696$27K0.0%N/A0.000%
10/16/2024nVerses Capital LLC9,800$382K0.2%+18.1%0.006%
10/11/2024Creative Planning47,937$1.87M0.0%+53.7%0.027%
10/11/2024 Oliver Luxxe Assets LLC19,689$768K0.1%-77.3%0.011%
10/10/2024 Inspire Investing LLC10,607$414K0.0%+10.4%0.006%
10/5/2024 Waycross Investment Management Co37,489$1.46M1.3%-8.7%0.021%
10/3/2024 SG Americas Securities LLC14,229$555K0.0%+386.3%0.008%
9/12/2024American Trust8,329$305K0.0%+18.5%0.005%
9/5/2024Sanctuary Advisors LLC16,843$674K0.0%N/A0.010%
8/27/2024Clearbridge Investments LLC3,173,832$116.19M0.1%-0.1%1.808%
(Data available from 1/1/2016 forward)

SUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUM shares?

During the previous two years, 307 institutional investors and hedge funds held shares of Summit Materials. The most heavily invested institutionals were Vanguard Group Inc. ($545.56M), Price T Rowe Associates Inc. MD ($393.87M), Massachusetts Financial Services Co. MA ($298.18M), Principal Financial Group Inc. ($206.45M), Dimensional Fund Advisors LP ($158.43M), Macquarie Group Ltd. ($146.25M), and River Road Asset Management LLC ($139.26M).Learn more on SUM's institutional investors.

Which institutional investors have been buying Summit Materials stock?

Of the 267 institutional investors that purchased Summit Materials stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Financial Services Co. MA ($5.14M), Victory Capital Management Inc. ($4.70M), River Road Asset Management LLC ($1.62M), Norges Bank ($1.29M), Westwood Holdings Group Inc. ($1.21M), Hood River Capital Management LLC ($949.17K), and Assenagon Asset Management S.A. ($926.32K).

How much institutional buying is happening at Summit Materials?

Institutional investors have bought a total of 33,188,934 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

Which Summit Materials major shareholders have been selling company stock?

Of the 129 institutional investors that sold Summit Materials stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($3.45M), Franklin Resources Inc. ($2.91M), Jennison Associates LLC ($2.31M), Principal Financial Group Inc. ($2.18M), Westwood Holdings Group Inc. ($1.66M), Victory Capital Management Inc. ($1.41M), and Dimensional Fund Advisors LP ($766.39K).

How much institutional selling is happening at Summit Materials?

Institutional investors have sold a total of 22,506,225 shares in the last 24 months. This volume of shares sold represents approximately $802.35M in transactions.


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This page (NYSE:SUM) was last updated on 1/20/2025 by MarketBeat.com Staff
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