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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)
167
Total
Institutional Inflows
(last 12 months)
$604.06M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$477.53M
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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
4/26/2024 Peregrine Capital Management LLC182,228$8.12M0.2%-5.7%0.105%
4/26/2024 Financial Insights Inc.11,447$510K0.1%N/A0.007%
4/24/2024 Assenagon Asset Management S.A.88,168$3.93M0.0%N/A0.051%
4/23/2024 Swisher Financial Concepts Inc.6,232$259K0.2%+5.3%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.124,150$5.53M0.0%+468.4%0.071%
4/22/2024 Raymond James & Associates160,612$7.16M0.0%+4.3%0.092%
4/22/2024 Waycross Investment Management Co40,664$1.81M1.7%+10.8%0.023%
4/19/2024 Norden Group LLC121,760$5.43M0.1%+1,038.9%0.070%
4/18/2024 Congress Wealth Management LLC DE 190,437$8.49M0.1%-3.7%0.109%
4/16/2024 Register Financial Advisors LLC1,017$45K0.0%N/A0.001%
4/12/2024 Westend Capital Management LLC4,160$185K0.1%N/A0.002%
4/11/2024 Congress Asset Management Co. MA427,672$19.06M0.1%+9.2%0.245%
4/5/2024 First Hawaiian Bank16,047$715K0.0%N/A0.009%
3/27/2024Nomura Holdings Inc.49,782$1.92M0.0%+81.4%0.029%
3/22/2024PNC Financial Services Group Inc.9,276$357K0.0%-37.9%0.005%
3/11/2024Vanguard Group Inc.11,978,367$460.69M0.0%+0.4%6.873%
3/4/2024 Congress Asset Management Co. MA391,668$15.06M0.1%-13.0%0.225%
3/1/2024Goldman Sachs Group Inc.1,636,741$62.95M0.0%-21.6%0.939%
2/28/2024American International Group Inc.59,423$2.29M0.0%-0.4%0.034%
2/21/2024American Trust6,469$249K0.0%-12.6%0.005%
2/20/2024Hiddenite Capital Partners LP85,000$3.27M2.0%-51.4%0.071%
2/15/2024Cobalt Capital Management Inc.40,000$1.54M0.5%N/A0.033%
2/15/2024Comerica Bank28,880$1.11M0.0%+4.2%0.024%
2/14/2024Westwood Holdings Group Inc.1,295,641$49.83M0.4%-7.4%1.085%
2/13/2024Epoch Investment Partners Inc.191,338$7.36M0.0%-10.0%0.160%
2/13/2024Stephens Inc. AR133,865$5.15M0.1%N/A0.112%
2/13/2024Keeley Teton Advisors LLC19,322$743K0.1%-8.9%0.016%
2/13/2024Homestead Advisers Corp225,209$8.66M0.2%-10.4%0.189%
2/13/2024Capital International Investors492,061$18.93M0.0%-87.5%0.412%
2/13/2024The Manufacturers Life Insurance Company 1,163,509$44.75M0.0%+8.1%0.974%
2/13/2024Campbell & CO Investment Adviser LLC11,007$423K0.0%-85.7%0.009%
2/12/2024Eagle Asset Management Inc.1,438,825$55.34M0.3%-1.9%1.204%
2/12/2024Madison Asset Management LLC175,368$6.75M0.1%+8.9%0.147%
2/12/2024 Oliver Luxxe Assets LLC84,782$3.26M0.8%+2.9%0.071%
2/12/2024TFO Wealth Partners LLC2,721$105K0.0%+45,250.0%0.002%
2/12/2024Steward Partners Investment Advisory LLC19,336$744K0.0%-2.1%0.016%
2/12/2024Parallel Advisors LLC750$29K0.0%+113.7%0.001%
2/12/2024Chesapeake Capital Corp IL21,623$832K0.6%N/A0.018%
2/12/2024Hsbc Holdings PLC151,471$5.84M0.0%-43.6%0.127%
2/9/2024 Congress Wealth Management LLC DE 197,672$7.60M0.1%-1.2%0.165%
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2/9/2024US Bancorp DE26,763$1.03M0.0%-24.1%0.022%
2/9/2024Franklin Resources Inc.184,618$7.10M0.0%+1.2%0.155%
2/9/2024Assetmark Inc.6,803$262K0.0%+35.5%0.006%
2/9/2024Corient Private Wealth LLC17,565$676K0.0%N/A0.015%
2/9/2024D.A. Davidson & CO.8,494$327K0.0%N/A0.007%
2/9/2024Clearbridge Investments LLC3,177,677$122.21M0.1%+3.8%2.660%
2/9/2024Wells Fargo & Company MN202,404$7.78M0.0%+3.4%0.169%
2/9/2024PNC Financial Services Group Inc.9,276$357K0.0%-37.9%0.008%
2/9/2024Dynamic Technology Lab Private Ltd17,234$663K0.1%-14.0%0.014%
2/9/2024Norges Bank1,285,424$49.44M0.0%N/A1.076%
2/8/2024 Brown Advisory Inc.9,356$360K0.0%N/A0.008%
2/8/2024EFG Asset Management North America Corp.32,129$1.24M0.2%-2.4%0.027%
2/8/2024Quadrant Capital Group LLC1,902$73K0.0%+25.1%0.002%
2/8/2024Janney Montgomery Scott LLC13,553$521K0.0%+17.0%0.011%
2/8/2024Janney Capital Management LLC13,562$522K0.0%+3.1%0.011%
2/8/2024Vanguard Personalized Indexing Management LLC17,053$656K0.0%+10.5%0.014%
2/8/2024Massachusetts Financial Services Co. MA6,650,459$255.78M0.1%+20.6%5.567%
2/7/2024Boston Partners36,586$1.41M0.0%-12.8%0.031%
2/7/2024Principal Financial Group Inc.5,259,949$202.30M0.1%+0.2%4.403%
2/7/2024Dimensional Fund Advisors LP5,458,814$209.95M0.1%-1.4%4.570%
2/7/2024BNP Paribas Financial Markets47,295$1.82M0.0%-59.4%0.040%
2/7/2024Teacher Retirement System of Texas49,172$1.89M0.0%+5.2%0.041%
2/7/2024Principal Securities Inc.4,282$165K0.0%N/A0.004%
2/6/2024Charles Schwab Investment Management Inc.1,445,466$55.59M0.0%+2.0%1.210%
2/6/2024 Amalgamated Bank10,577$407K0.0%-10.3%0.009%
2/6/2024Westover Capital Advisors LLC44,699$1.72M0.6%+290.9%0.037%
2/6/2024 Natixis Advisors L.P.30,382$1.17M0.0%+6.7%0.025%
2/6/2024Swiss National Bank234,415$9.02M0.0%-10.3%0.196%
2/6/2024New York Life Investment Management LLC12,124$466K0.0%-2.8%0.010%
2/5/2024Victory Capital Management Inc.3,226,073$124.08M0.1%-15.9%2.701%
2/5/2024Jackson Creek Investment Advisors LLC26,670$1.03M0.4%N/A0.022%
2/5/2024 Norden Group LLC10,691$411K0.1%+61.5%0.009%
2/5/2024Amica Mutual Insurance Co.32,251$1.24M0.1%N/A0.027%
2/5/2024Alliance Wealth Advisors LLC UT13,131$505K0.2%+3.7%0.011%
2/5/2024Russell Investments Group Ltd.54,114$2.08M0.0%-51.4%0.045%
2/2/2024Valmark Advisers Inc.23,781$915K0.0%+29.4%0.020%
2/2/2024Truist Financial Corp8,012$308K0.0%N/A0.007%
2/2/2024 Rather & Kittrell Inc.6,016$231K0.1%N/A0.005%
2/1/2024Wolverine Asset Management LLC20,000$769K0.0%N/A0.017%
2/1/2024Linden Thomas Advisory Services LLC9,517$366K0.1%+26.1%0.008%
2/1/2024California Public Employees Retirement System223,101$8.58M0.0%-2.8%0.187%
2/1/2024Jennison Associates LLC674,543$25.94M0.0%-48.4%0.565%
2/1/2024Handelsbanken Fonder AB12,000$462K0.0%+29.0%0.010%
2/1/2024Signaturefd LLC654$25K0.0%+110.3%0.001%
1/31/2024Kornitzer Capital Management Inc. KS473,211$18.20M0.4%+0.4%0.396%
1/31/2024John G Ullman & Associates Inc.116,893$4.50M0.7%-4.5%0.098%
1/31/2024Knights of Columbus Asset Advisors LLC192,349$7.40M0.5%+94.6%0.161%
1/31/2024 Cannon Global Investment Management LLC9,200$354K2.7%N/A0.008%
1/31/2024Federated Hermes Inc.231,394$8.90M0.0%+37.3%0.194%
1/31/2024 River Road Asset Management LLC1,727,475$66.44M0.9%+6.8%1.446%
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1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank55,140$2.12M0.0%+63.6%0.046%
1/30/2024Capital Analysts LLC66,933$2.57M0.1%+1.2%0.056%
1/30/2024Mackenzie Financial Corp7,460$287K0.0%-65.1%0.006%
1/30/2024Strs Ohio11,400$438K0.0%+11.8%0.010%
1/29/2024Harvey Capital Management Inc.30,350$1.17M0.4%N/A0.025%
1/26/2024 Peregrine Capital Management LLC193,196$7.43M0.2%-24.8%0.162%
1/26/2024Moody Aldrich Partners LLC206,187$7.93M1.4%-9.0%0.173%
1/25/2024Nisa Investment Advisors LLC7,937$305K0.0%-4.8%0.007%
1/24/2024Mirae Asset Global Investments Co. Ltd.675,063$25.96M0.1%-0.8%0.565%
1/24/2024Arizona State Retirement System33,246$1.28M0.0%-1.7%0.028%
(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, 272 institutional investors and hedge funds held shares of Summit Materials. The most heavily invested institutionals were Vanguard Group Inc. ($460.69M), Massachusetts Financial Services Co. MA ($255.78M), BlackRock Inc. ($221.78M), Price T Rowe Associates Inc. MD ($211.34M), Dimensional Fund Advisors LP ($209.95M), Principal Financial Group Inc. ($202.30M), and Macquarie Group Ltd. ($146.25M).Learn more on SUM's institutional investors.

Which institutional investors have been buying Summit Materials stock?

Of the 238 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: Victory Capital Management Inc. ($4.46M), Massachusetts Financial Services Co. MA ($4.26M), River Road Asset Management LLC ($1.85M), FMR LLC ($1.76M), Principal Financial Group Inc. ($1.51M), Norges Bank ($1.29M), and Aristotle Capital Boston LLC ($1.17M).

How much institutional buying is happening at Summit Materials?

Institutional investors have bought a total of 34,889,070 shares in the last 24 months. This purchase volume represents approximately $1.07B 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), Victory Capital Management Inc. ($2.99M), Franklin Resources Inc. ($2.95M), Jennison Associates LLC ($2.31M), Principal Financial Group Inc. ($2.05M), Mirae Asset Global Investments Co. Ltd. ($691.41K), and Eagle Asset Management Inc. ($608.65K).

How much institutional selling is happening at Summit Materials?

Institutional investors have sold a total of 22,710,609 shares in the last 24 months. This volume of shares sold represents approximately $725.63M in transactions.


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This page (NYSE:SUM) was last updated on 4/29/2024 by MarketBeat.com Staff

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