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Summit Materials (SUM) Institutional Ownership

Summit Materials logo
$50.50 +0.15 (+0.30%)
(As of 12/20/2024 05:30 PM ET)
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Institutional Ownership Changes (13F Filings) for Summit Materials (NYSE:SUM)

Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$449.45M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$438.06M
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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
12/19/2024 Principal Financial Group Inc.5,289,410$206.45M0.1%+1.8%3.012%
12/13/2024 B. Riley Wealth Advisors Inc.5,429$203K0.0%N/A0.003%
11/29/2024 American Trust7,390$288K0.0%-11.3%0.004%
11/27/2024 Franklin Resources Inc.189,231$7.36M0.0%N/A0.108%
11/25/2024 Synovus Financial Corp28,244$1.10M0.0%+13.6%0.016%
11/25/2024 Tidal Investments LLC13,688$534K0.0%+32.0%0.008%
11/25/2024 World Investment Advisors LLC11,709$457K0.0%N/A0.007%
11/25/2024 Sanctuary Advisors LLC25,402$991K0.0%+50.8%0.014%
11/16/2024 Geode Capital Management LLC2,789,212$108.89M0.0%+0.3%1.588%
11/15/2024 Barclays PLC211,442$8.25M0.0%+222.4%0.120%
11/15/2024 Y Intercept Hong Kong Ltd21,460$838K0.1%N/A0.012%
11/15/2024 Castleark Management LLC118,178$4.61M0.2%-3.5%0.067%
11/15/2024 iA Global Asset Management Inc.8,020$313K0.0%N/A0.005%
11/15/2024 Jane Street Group LLC97,946$3.82M0.0%-51.3%0.056%
11/15/2024 State Street Corp2,769,174$108.08M0.0%-0.2%1.577%
11/15/2024 Stifel Financial Corp49,446$1.93M0.0%-19.6%0.028%
11/15/2024 Systematic Financial Management LP8,996$351K0.0%N/A0.005%
11/15/2024 Point72 DIFC Ltd4,775$186K0.0%N/A0.003%
11/15/2024 Janus Henderson Group PLC2,771,481$108.17M0.1%+0.1%1.578%
11/15/2024 Harvey Partners LLC806,500$31.48M3.6%+9.4%0.459%
11/15/2024 Holocene Advisors LP92,397$3.61M0.0%+23.2%0.053%
11/15/2024 Point72 Asia Singapore Pte. Ltd.714$28K0.0%N/A0.000%
11/15/2024 Point72 Hong Kong Ltd1,361$53K0.0%N/A0.001%
11/14/2024 Edgestream Partners L.P.28,049$1.10M0.0%N/A0.016%
11/14/2024 Verition Fund Management LLC75,021$2.93M0.0%N/A0.043%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC287,733$11.23M0.0%+3.8%0.164%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank36,674$1.43M0.0%-16.2%0.021%
11/13/2024 Townsquare Capital LLC73,986$2.89M0.0%+6.2%0.042%
11/13/2024 BNP Paribas Financial Markets30,731$1.20M0.0%+9.3%0.018%
11/13/2024 FMR LLC47,283$1.85M0.0%+18.4%0.027%
11/13/2024 D.A. Davidson & CO.9,115$356K0.0%+11.5%0.005%
11/13/2024 The Manufacturers Life Insurance Company1,232,524$48.11M0.0%+3.8%0.702%
11/13/2024 Dynamic Technology Lab Private Ltd28,927$1.13M0.1%N/A0.016%
11/12/2024 Algert Global LLC73,394$2.87M0.1%-39.7%0.042%
11/12/2024 Citigroup Inc.113,579$4.43M0.0%+166.4%0.065%
11/12/2024 Eagle Asset Management Inc.830,234$32.40M0.2%-21.2%0.473%
11/12/2024 Charles Schwab Investment Management Inc.1,752,993$68.42M0.0%+21.8%0.998%
11/12/2024 Massachusetts Financial Services Co. MA7,639,798$298.18M0.1%+6.0%4.351%
11/9/2024 John G Ullman & Associates Inc.108,873$4.25M0.6%-1.2%0.062%
11/9/2024 Intech Investment Management LLC28,099$1.10M0.0%N/A0.016%
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11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.206,113$8.05M0.0%N/A0.117%
11/8/2024 Advisors Asset Management Inc.108,268$4.23M0.1%+7.2%0.062%
11/8/2024 Jennison Associates LLC16,666$650K0.0%N/A0.009%
11/8/2024 Segall Bryant & Hamill LLC1,547,312$60.39M0.8%+6.5%0.881%
11/7/2024 Strengthening Families & Communities LLC42,902$1.67M0.4%+9.3%0.024%
11/7/2024 Swiss National Bank239,915$9.36M0.0%-0.7%0.137%
11/7/2024 Thrivent Financial for Lutherans731,995$28.57M0.1%+3.9%0.417%
11/7/2024 Chesapeake Capital Corp IL9,121$353K0.3%+27.9%0.005%
11/6/2024 Natixis Advisors LLC28,070$1.10M0.0%+35.0%0.016%
11/6/2024 Royce & Associates LP369,869$14.44M0.1%+5.7%0.211%
11/6/2024 KBC Group NV3,807$149K0.0%+19.8%0.002%
11/5/2024 Victory Capital Management Inc.3,004,085$117.25M0.1%-18.3%1.711%
11/5/2024 GSA Capital Partners LLP20,463$799K0.1%N/A0.012%
11/5/2024 Entropy Technologies LP17,754$693K0.1%+22.0%0.010%
11/4/2024 State of New Jersey Common Pension Fund D49,500$1.93M0.0%-4.5%0.028%
11/1/2024 Atria Investments Inc6,955$271K0.0%-6.1%0.004%
11/1/2024 Assetmark Inc.6,913$270K0.0%+6.3%0.004%
10/31/2024 Portside Wealth Group LLC5,241$205K0.0%N/A0.003%
10/31/2024 Kornitzer Capital Management Inc. KS475,111$18.54M0.3%+0.4%0.271%
10/31/2024 Principal Financial Group Inc.5,289,410$206.45M0.1%+1.8%3.015%
10/30/2024 River Road Asset Management LLC3,567,938$139.26M1.8%+15.9%2.033%
10/29/2024 Innealta Capital LLC5,185$202K0.1%+47,036.4%0.003%
10/29/2024 Harvey 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%
10/29/2024 Farther Finance Advisors LLC1,296$51K0.0%+275.7%0.001%
10/28/2024 US Bancorp DE11,757$459K0.0%-8.4%0.007%
10/28/2024 Congress 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%
10/24/2024 Hunter Associates Investment Management LLC76,963$3.00M0.5%+104.4%0.044%
10/24/2024 Leuthold Group LLC113,175$4.42M0.5%-3.6%0.065%
10/23/2024 Mount 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%
10/23/2024 Ausbil Investment Management Ltd23,963$935K0.3%+355.8%0.014%
10/23/2024 Moody 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%
10/21/2024 Toth Financial Advisory Corp840$33K0.0%+147.1%0.000%
10/18/2024Raymond James & Associates298,733$11.66M0.0%+11.0%0.170%
10/17/2024V Square Quantitative Management LLC696$27K0.0%N/A0.000%
10/16/2024 nVerses Capital LLC9,800$382K0.2%+18.1%0.006%
10/11/2024 Creative 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%
9/12/2024 American Trust8,329$305K0.0%+18.5%0.005%
9/5/2024 Sanctuary Advisors LLC16,843$674K0.0%N/A0.010%
8/27/2024 Clearbridge Investments LLC3,173,832$116.19M0.1%-0.1%1.808%
8/21/2024 Truist Financial Corp8,565$314K0.0%N/A0.005%
8/16/2024 Northwestern Mutual Wealth Management Co.4,717$173K0.0%+16.8%0.003%
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8/16/2024 Creative Planning31,191$1.14M0.0%-28.2%0.018%
8/16/2024 Algert Global LLC121,634$4.45M0.1%+24.2%0.069%
8/15/2024 Susquehanna Portfolio Strategies LLC87,670$3.21M0.1%-2.9%0.050%
8/15/2024 Select Equity Group L.P.75,125$2.75M0.0%+36.8%0.043%
8/15/2024 Mackenzie Financial Corp12,628$462K0.0%-15.7%0.007%
8/15/2024 The Manufacturers Life Insurance Company1,187,057$43.46M0.0%+1.5%0.677%
8/15/2024 Millennium Management LLC2,753,816$100.82M0.0%+16.9%1.569%
8/15/2024 Dark Forest Capital Management LP7,111$260K0.0%+13.8%0.004%
8/15/2024 AQR Capital Management LLC20,437$748K0.0%-21.0%0.012%
8/15/2024 NBW Capital LLC52,918$1.94M0.4%N/A0.030%
(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, 302 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 264 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 Nuveen Asset Management LLC ($882.72K).

How much institutional buying is happening at Summit Materials?

Institutional investors have bought a total of 32,238,366 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Which Summit Materials major shareholders have been selling company stock?

Of the 127 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 22,457,395 shares in the last 24 months. This volume of shares sold represents approximately $800.21M in transactions.


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This page (NYSE:SUM) was last updated on 12/21/2024 by MarketBeat.com Staff
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