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Summit Materials (SUM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Summit Materials (NYSE:SUM)

Number of
Institutional Buyers
(last 12 months)
217
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$1.89B
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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
5/12/2025 Strengthening Families & Communities LLC3,223$169K0.1%-91.9%0.002%
3/18/2025California State Teachers Retirement System114,806$5.81M0.0%-1.1%0.065%
3/18/2025CIBRA Capital Ltd19,723$998K0.7%N/A0.011%
2/27/2025Jefferies Financial Group Inc.42,980$2.18M0.0%-933.1%0.024%
2/25/2025B. Riley Wealth Advisors Inc.5,228$265K0.0%-3.7%0.003%
2/25/2025Polar Asset Management Partners Inc.100,100$5.07M0.1%N/A0.057%
2/20/2025 Forum Financial Management LP4,113$208K0.0%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio46,659$2.36M0.0%+3,305.8%0.027%
2/18/2025Alpine Global Management LLC35,000$1.77M0.4%N/A0.020%
2/18/2025BCK Capital Management LP92,796$4.70M3.4%N/A0.053%
2/18/2025Paradigm Capital Management Inc. NY847,890$42.90M2.0%-0.1%0.483%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC320,763$16.23M0.0%+11.5%0.183%
2/17/2025Voloridge Investment Management LLC1,175,508$59.48M0.2%N/A0.669%
2/17/2025Woodline Partners LP580,000$29.35M0.2%+837.8%0.330%
2/17/2025Westwood Holdings Group Inc.41,713$2.11M0.0%-94.9%0.024%
2/17/2025Squarepoint Ops LLC438,809$22.20M0.0%+1,225.5%0.250%
2/17/2025Two Sigma Investments LP52,172$2.64M0.0%-43.9%0.030%
2/17/2025Twin Securities Inc.81,000$4.10M2.4%N/A0.046%
2/17/2025Sagefield Capital LP27,300$1.38M0.2%-85.6%0.016%
2/17/2025Sand Grove Capital Management LLP420,002$21.25M10.3%N/A0.239%
2/17/2025Select Equity Group L.P.91,439$4.63M0.0%+7.9%0.052%
2/17/2025Silvercrest Asset Management Group LLC176,797$8.95M0.1%-0.4%0.101%
2/17/2025Sona Asset Management US LLC600,000$30.36M1.2%N/A0.342%
2/17/2025Royal Bank of Canada325,580$16.47M0.0%+56.5%0.185%
2/17/2025Raiffeisen Bank International AG22,000$1.11M0.0%N/A0.013%
2/17/2025Recurrent Investment Advisors LLC6,548$331K0.0%N/A0.004%
2/17/2025Polar Asset Management Partners Inc.100,100$5.07M0.1%N/A0.057%
2/17/2025ProShare Advisors LLC34,106$1.73M0.0%+49.0%0.019%
2/17/2025Man Group plc503,363$25.47M0.1%N/A0.287%
2/17/2025Nuveen Asset Management LLC1,201,939$60.82M0.0%-17.8%0.684%
2/17/2025Maven Securities LTD35,000$1.77M0.0%N/A0.020%
2/17/2025Millennium Management LLC1,333,349$67.47M0.0%-46.2%0.759%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.890,997$45.08M0.1%+5.6%0.507%
2/17/2025Moore Capital Management LP65,000$3.29M0.0%N/A0.037%
2/17/2025Lazard Asset Management LLC7,207$363K0.0%-21.6%0.004%
2/17/2025LMR Partners LLP150,001$7.59M0.1%N/A0.085%
2/17/2025Janus Henderson Group PLC3,096,383$156.68M0.1%+11.7%1.763%
2/17/2025Jefferies Financial Group Inc.42,980$2.18M0.0%-933.1%0.024%
2/17/2025Hudson Bay Capital Management LP971,443$49.16M0.2%N/A0.553%
2/17/2025Graham Capital Management L.P.24,000$1.21M0.0%N/A0.014%
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2/17/2025Eisler Capital Management Ltd.117,500$5.99M0.0%N/A0.067%
2/17/2025FORA Capital LLC46,165$2.34M0.3%N/A0.026%
2/17/2025Frontier Capital Management Co. LLC178,241$9.02M0.1%-93.6%0.102%
2/17/2025Deutsche Bank AG359,509$18.19M0.0%+419.3%0.205%
2/17/2025Cornerstone Select Advisors LLC4,675$237K0.2%N/A0.003%
2/17/2025Cetera Investment Advisers5,141$260K0.0%-45.1%0.003%
2/17/2025Centiva Capital LP175,000$8.86M0.2%N/A0.100%
2/17/2025Blackstone Inc.15,176$768K0.0%N/A0.009%
2/17/2025Brevan Howard Capital Management LP207,166$10.48M0.1%N/A0.118%
2/17/2025Balyasny Asset Management L.P.1,617,153$81.83M0.1%N/A0.921%
2/17/2025Bank of America Corp DE975,082$49.34M0.0%-17.8%0.555%
2/17/2025BNP Paribas Financial Markets27,579$1.40M0.0%-10.3%0.016%
2/17/2025Ameriprise Financial Inc.293,190$14.84M0.0%-81.7%0.167%
2/17/2025Algert Global LLC114,631$5.80M0.1%+56.2%0.065%
2/17/2025Angelo Gordon & CO. L.P.205,000$10.37M2.1%N/A0.117%
2/17/2025Aristotle Capital Boston LLC976,737$49.42M1.8%-9.8%0.556%
2/17/2025Aristeia Capital L.L.C.12,581$637K0.0%-27.0%0.007%
2/14/2025AQR Arbitrage LLC655,814$33.18M0.7%N/A0.373%
2/14/2025Nexpoint Asset Management L.P.393,860$19.93M2.2%N/A0.224%
2/14/2025One68 Global Capital LLC248,152$12.56M6.6%N/A0.141%
2/14/2025 Headland Capital LLC148,776$7.53M2.6%N/A0.085%
2/14/2025Comerica Bank7,514$380K0.0%-94.8%0.004%
2/14/2025Schonfeld Strategic Advisors LLC20,883$1.06M0.0%-13.5%0.012%
2/14/2025Paloma Partners Management Co24,000$1.21M0.1%N/A0.014%
2/14/2025Pentwater Capital Management LP200,000$10.12M0.1%N/A0.114%
2/14/2025TIG Advisors LLC2,078,678$105.18M7.4%N/A1.184%
2/14/2025Northern Trust Corp1,454,431$73.59M0.0%+1.5%0.828%
2/14/2025The Manufacturers Life Insurance Company566,407$28.66M0.0%-54.0%0.323%
2/14/2025Beacon Pointe Advisors LLC208,431$10.55M0.1%N/A0.119%
2/14/2025Tudor Investment Corp ET AL130,000$6.58M0.0%N/A0.074%
2/14/2025Boothbay Fund Management LLC26,991$1.37M0.0%N/A0.015%
2/14/2025Susquehanna Fundamental Investments LLC72,613$3.67M0.1%N/A0.041%
2/14/2025Westchester Capital Management LLC815,477$41.26M2.3%N/A0.464%
2/14/2025Voya Investment Management LLC571,384$28.91M0.0%+1.1%0.325%
2/14/2025Adage Capital Partners GP L.L.C.1,405,712$71.13M0.1%+1,127.8%0.801%
2/14/2025Price T Rowe Associates Inc. MD5,353,933$270.91M0.0%-41.9%3.049%
2/14/2025Dark Forest Capital Management LP14,169$717K0.1%-26.6%0.008%
2/14/2025Alpine Global Management LLC35,000$1.77M0.4%N/A0.020%
2/14/2025Hsbc Holdings PLC358,069$18.15M0.0%+379.5%0.204%
2/14/2025ClearAlpha Technologies LP81,714$4.14M2.8%N/A0.047%
2/14/2025Stifel Financial Corp29,814$1.51M0.0%-39.7%0.017%
2/14/2025Tower Research Capital LLC TRC11,165$565K0.0%+106.7%0.006%
2/14/2025MetLife Investment Management LLC72,948$3.69M0.0%+4.4%0.042%
2/14/2025Natixis16,467$833K0.0%N/A0.009%
2/14/2025Dimensional Fund Advisors LP3,147,009$159.24M0.0%-24.8%1.792%
2/14/2025First Trust Advisors LP153,650$7.78M0.0%+171.7%0.088%
2/14/2025 Forum Financial Management LP4,113$208K0.0%N/A0.002%
2/13/2025Canada Pension Plan Investment Board197,500$9.99M0.0%N/A0.112%
2/13/2025Marshall Wace LLP206,694$10.46M0.0%N/A0.118%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.277,000$14.02M2.4%N/A0.158%
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2/13/2025Gamco Investors INC. ET AL182,800$9.25M0.1%N/A0.104%
2/13/2025Keeley Teton Advisors LLC15,625$791K0.1%-9.6%0.009%
2/13/2025Gabelli Funds LLC324,900$16.44M0.1%N/A0.185%
2/13/2025Guggenheim Capital LLC12,615$638K0.0%-94.8%0.007%
2/13/2025Mariner LLC8,641$437K0.0%+2.3%0.005%
2/13/2025Barclays PLC243,079$12.30M0.0%+15.0%0.138%
2/13/2025Summit Investment Advisors Inc.12,669$641K0.6%+5.1%0.007%
2/13/2025Synovus Financial Corp28,689$1.45M0.0%+1.6%0.016%
2/13/2025BTG Pactual Asset Management US LLC30,000$1.52M0.2%N/A0.017%
2/13/2025Granite Investment Partners LLC79,947$4.05M0.2%-9.7%0.046%
(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, 370 institutional investors and hedge funds held shares of Summit Materials. The most heavily invested institutionals were Vanguard Group Inc. ($626.07M), Price T Rowe Associates Inc. MD ($270.91M), Dimensional Fund Advisors LP ($159.24M), Janus Henderson Group PLC ($156.68M), Geode Capital Management LLC ($140.66M), State Street Corp ($108.08M), and TIG Advisors LLC ($105.18M).Learn more on Summit Materials' institutional investors.

Which institutional investors have been buying Summit Materials' stock?

Of the 321 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), Norges Bank ($2.69M), TIG Advisors LLC ($2.08M), FIL Ltd ($1.88M), River Road Asset Management LLC ($1.62M), Balyasny Asset Management L.P. ($1.62M), and Magnetar Financial LLC ($1.60M).

How much institutional buying is happening at Summit Materials?

Institutional investors have bought a total of 36,764,348 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

Which of Summit Materials' major shareholders have been selling company stock?

Of the 109 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: Massachusetts Financial Services Co. MA ($7.13M), Price T Rowe Associates Inc. MD ($3.86M), Principal Financial Group Inc. ($3.57M), Frontier Capital Management Co. LLC ($2.63M), Victory Capital Management Inc. ($2.59M), Clearbridge Investments LLC ($2.17M), and Invesco Ltd. ($2.07M).

How much institutional selling is happening at Summit Materials?

Institutional investors have sold a total of 38,054,277 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.


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This page (NYSE:SUM) was last updated on 8/2/2025 by MarketBeat.com Staff
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