NYSE:SUM

Summit Materials (SUM) Institutional Ownership

$31.59

-0.62 (-1.92%)

(As of 11:10 AM ET)

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Today's Range: $31.52
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$31.95
50-Day Range: $32.00
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$39.51
52-Week Range: $23.19
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$39.56

Volume: 269,292 shs
Average Volume: 754,014 shs
Market Capitalization: $3.76 billion

P/E Ratio: 22.44
Dividend Yield: N/A
Price Target: $39.38

Number of Institutional Buyers (last 12 months): 192
Total Institutional Inflows (last 12 months): $726.45 M

Number of Institutional Sellers (last 12 months): 122
Total Institutional Outflows (last 12 months): $410.90 M

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SUM Institutional Buying and Selling by Quarter

Summit Materials Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/1/2023	Portside Wealth Group LLC	92,136	$3.49M	0.3%	N/A	0.077%
9/1/2023	Orchard Capital Management LLC	173,439	$6.57M	2.2%	-51.7%	0.146%
8/24/2023	Alberta Investment Management Corp	66,526	$2.52M	0.0%	-11.1%	0.056%
8/21/2023	California State Teachers Retirement System	144,321	$5.46M	0.0%	-2.7%	0.121%
8/21/2023	Osaic Holdings Inc.	10,875	$0.41M	0.0%	+15.6%	0.009%
8/21/2023	John G Ullman & Associates Inc.	130,126	$4.93M	0.8%	-6.8%	0.109%
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8/18/2023	Legato Capital Management LLC	8,750	$0.33M	0.0%	N/A	0.007%
8/16/2023	Nuveen Asset Management LLC	2,632,667	$99.65M	0.0%	+50.4%	2.214%
8/16/2023	Castleark Management LLC	209,446	$7.93M	0.4%	+44.2%	0.176%
8/15/2023	Alliancebernstein L.P.	148,256	$5.61M	0.0%	+0.2%	0.125%
8/15/2023	Wells Fargo & Company MN	217,509	$8.23M	0.0%	+11.5%	0.183%
8/15/2023	Public Employees Retirement System of Ohio	50,257	$1.90M	0.0%	+2,319.7%	0.042%
8/15/2023	Natixis Advisors L.P.	25,854	$0.98M	0.0%	+46.1%	0.022%
8/15/2023	Benjamin Edwards Inc.	939	$36K	0.0%	+81.3%	0.001%
8/15/2023	Woodline Partners LP	124,668	$4.72M	0.1%	N/A	0.105%
8/15/2023	Goldman Sachs Group Inc.	1,570,583	$59.45M	0.0%	+3.3%	1.321%
8/15/2023	Lazard Asset Management LLC	15,224	$0.58M	0.0%	-51.3%	0.013%
8/15/2023	Royal Bank of Canada	89,174	$3.37M	0.0%	+92.3%	0.075%
8/15/2023	Segall Bryant & Hamill LLC	1,047,726	$39.66M	0.4%	-3.9%	0.881%
8/15/2023	Stifel Financial Corp	54,304	$2.06M	0.0%	+114.5%	0.046%
8/15/2023	Kennedy Capital Management LLC	122,758	$4.65M	0.1%	+1,522.1%	0.103%
8/15/2023	Cardinal Capital Management LLC CT	123,113	$4.66M	0.2%	N/A	0.104%
8/14/2023	Orion Portfolio Solutions LLC	10,579	$0.40M	0.0%	-2.6%	0.009%
8/14/2023	Ergoteles LLC	11,401	$0.43M	0.0%	N/A	0.010%
8/14/2023	Paradigm Capital Management Inc. NY	743,121	$28.13M	1.6%	+13.0%	0.625%
8/14/2023	Tudor Investment Corp Et Al	68,634	$2.60M	0.0%	N/A	0.058%
8/14/2023	Tower Research Capital LLC TRC	2,819	$0.11M	0.0%	-22.0%	0.002%
8/14/2023	Penn Capital Management Company LLC	420,005	$15.90M	1.5%	+1.1%	0.353%
8/14/2023	Cipher Capital LP	63,772	$2.41M	0.4%	+684.4%	0.054%
8/14/2023	State of Wisconsin Investment Board	9,394	$0.36M	0.0%	-37.0%	0.008%
8/14/2023	State Street Corp	2,562,223	$96.98M	0.0%	+2.1%	2.154%
8/14/2023	Aristotle Capital Boston LLC	1,095,841	$41.48M	1.2%	+2.4%	0.921%
8/14/2023	American Trust	7,966	$0.30M	0.0%	-15.5%	0.007%
8/14/2023	WINTON GROUP Ltd	15,579	$0.59M	0.0%	+76.5%	0.013%
8/14/2023	Concentric Capital Strategies LP	71,690	$2.71M	0.5%	+204.3%	0.060%
8/14/2023	Frontier Capital Management Co. LLC	479,592	$18.15M	0.2%	-1.0%	0.403%
8/14/2023	Nuveen Asset Management LLC	2,632,667	$99.65M	0.0%	+50.4%	2.214%
8/14/2023	Driehaus Capital Management LLC	592,982	$22.44M	0.3%	N/A	0.499%
8/14/2023	Thrivent Financial for Lutherans	758,149	$28.70M	0.1%	-28.5%	0.637%
8/11/2023	Lisanti Capital Growth LLC	136,530	$5.17M	0.7%	N/A	0.115%

8/11/2023	Pinebridge Investments L.P.	1,015	$38K	0.0%	+37.0%	0.001%
8/11/2023	Westwood Holdings Group Inc.	1,005,122	$38.04M	0.3%	N/A	0.846%
8/11/2023	Natixis	3,353	$0.13M	0.0%	-95.0%	0.003%
8/11/2023	Credit Suisse AG	146,026	$5.53M	0.0%	+6.1%	0.123%
8/11/2023	BlackRock Inc.	9,616,329	$363.98M	0.0%	+5.3%	8.093%
8/11/2023	Ameritas Investment Partners Inc.	9,872	$0.37M	0.0%	+4.4%	0.008%
8/11/2023	Campbell & CO Investment Adviser LLC	6,281	$0.24M	0.0%	N/A	0.005%
8/11/2023	State Board of Administration of Florida Retirement System	34,049	$1.29M	0.0%	+5.2%	0.029%
8/11/2023	The Manufacturers Life Insurance Company	1,058,295	$40.06M	0.0%	+1.7%	0.891%
8/11/2023	Hsbc Holdings PLC	45,026	$1.70M	0.0%	+294.1%	0.038%
8/11/2023	Clearbridge Investments LLC	3,027,037	$114.57M	0.1%	-5.1%	2.547%
8/11/2023	Franklin Resources Inc.	1,930,390	$73.07M	0.0%	-33.9%	1.624%
8/11/2023	Capital International Investors	7,454,034	$282.14M	0.1%	+0.0%	6.273%
8/11/2023	DG Capital Management LLC	75,135	$2.84M	1.3%	-79.1%	0.063%
8/11/2023	Sasco Capital Inc. CT	805,457	$30.49M	3.6%	-16.0%	0.678%
8/11/2023	Guggenheim Capital LLC	241,805	$9.15M	0.1%	+76.3%	0.203%
8/11/2023	Geode Capital Management LLC	2,331,758	$88.26M	0.0%	+3.2%	1.962%
8/11/2023	Sei Investments Co.	394,209	$14.92M	0.0%	+4.0%	0.332%
8/11/2023	D.A. Davidson & CO.	7,424	$0.28M	0.0%	-6.4%	0.006%
8/11/2023	JPMorgan Chase & Co.	332,689	$12.59M	0.0%	-28.8%	0.280%
8/11/2023	PNC Financial Services Group Inc.	14,452	$0.55M	0.0%	-3.1%	0.012%
8/11/2023	Northern Trust Corp	1,503,409	$56.90M	0.0%	+3.4%	1.265%
8/11/2023	ExodusPoint Capital Management LP	82,627	$3.13M	0.0%	-81.9%	0.070%
8/10/2023	MetLife Investment Management LLC	63,009	$2.39M	0.0%	+0.9%	0.053%
8/10/2023	Osaic Holdings Inc.	10,875	$0.41M	0.0%	+15.6%	0.009%
8/10/2023	Bessemer Group Inc.	345,639	$13.08M	0.0%	+6.0%	0.291%
8/10/2023	Great West Life Assurance Co. Can	4,792	$0.18M	0.0%	-14.9%	0.004%
8/10/2023	ProShare Advisors LLC	15,548	$0.59M	0.0%	+11.1%	0.013%
8/10/2023	Edgestream Partners L.P.	11,259	$0.43M	0.0%	N/A	0.009%
8/10/2023	Commonwealth Equity Services LLC	21,975	$0.83M	0.0%	-5.5%	0.018%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	624,276	$23.63M	0.1%	+8.1%	0.525%
8/10/2023	Boston Partners	47,346	$0.68M	0.0%	N/A	0.040%
8/10/2023	Quadrant Capital Group LLC	1,453	$55K	0.0%	+162.3%	0.001%
8/10/2023	Russell Investments Group Ltd.	113,794	$4.31M	0.0%	+53.7%	0.096%
8/10/2023	US Bancorp DE	42,928	$1.63M	0.0%	-5.2%	0.036%
8/10/2023	Moors & Cabot Inc.	6,126	$0.23M	0.0%	N/A	0.005%
8/10/2023	Cetera Advisor Networks LLC	5,741	$0.22M	0.0%	N/A	0.005%
8/10/2023	Charles Schwab Investment Management Inc.	1,341,897	$50.79M	0.0%	-0.8%	1.129%
8/10/2023	Citigroup Inc.	47,144	$1.78M	0.0%	+374.6%	0.040%
8/9/2023	Dimensional Fund Advisors LP	5,979,261	$226.31M	0.1%	-2.4%	5.032%
8/9/2023	BNP Paribas Arbitrage SNC	51,721	$1.96M	0.0%	-42.7%	0.044%
8/9/2023	Swiss National Bank	258,715	$9.79M	0.0%	+1.2%	0.218%
8/9/2023	California Public Employees Retirement System	220,287	$8.34M	0.0%	-4.0%	0.185%
8/8/2023	Rhumbline Advisers	196,994	$7.46M	0.0%	+1.4%	0.166%
8/8/2023	Leuthold Group LLC	121,176	$4.59M	0.6%	N/A	0.102%
8/7/2023	Principal Financial Group Inc.	5,145,265	$194.75M	0.1%	+0.7%	4.330%
8/7/2023	Acadian Asset Management LLC	20,858	$0.79M	0.0%	N/A	0.018%
8/7/2023	Royce & Associates LP	363,123	$13.74M	0.1%	-6.8%	0.306%
8/7/2023	New York Life Investment Management LLC	14,466	$0.55M	0.0%	-13.1%	0.012%
8/4/2023	Envestnet Asset Management Inc.	83,100	$3.15M	0.0%	+3.2%	0.070%

8/4/2023	Lapides Asset Management LLC	60,960	$2.31M	1.5%	-58.7%	0.051%
8/3/2023	Barclays PLC	64,587	$2.45M	0.0%	-3.7%	0.054%
8/3/2023	Fifth Lane Capital LP	7,800	$0.30M	0.1%	N/A	0.007%
8/3/2023	Jennison Associates LLC	2,178,234	$82.45M	0.1%	-15.6%	1.833%
8/3/2023	Mackenzie Financial Corp	24,736	$0.92M	0.0%	+231.6%	0.021%
8/3/2023	Bank of New York Mellon Corp	526,128	$19.91M	0.0%	-1.6%	0.443%
8/3/2023	MONECO Advisors LLC	5,616	$0.21M	0.1%	N/A	0.005%
8/2/2023	State of New Jersey Common Pension Fund D	76,687	$2.90M	0.0%	-5.1%	0.065%
8/2/2023	Handelsbanken Fonder AB	9,300	$0.35M	0.0%	N/A	0.008%
8/2/2023	Oliver Luxxe Assets LLC	65,260	$2.47M	0.6%	N/A	0.055%

(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, 290 institutional investors and hedge funds held shares of Summit Materials. The most heavily invested institutionals were BlackRock Inc. ($363.98M), Capital International Investors ($282.14M), Vanguard Group Inc. ($274.10M), Price T Rowe Associates Inc. MD ($236.51M), Dimensional Fund Advisors LP ($226.31M), Principal Financial Group Inc. ($194.75M), and Janus Henderson Group PLC ($167.74M).Learn more on SUM's institutional investors.
Which institutional investors have been buying Summit Materials stock?: Of the 261 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. ($7.42M), Capital International Investors ($2.90M), Nuveen Asset Management LLC ($1.84M), Principal Financial Group Inc. ($1.40M), Norges Bank ($1.21M), Aristotle Capital Boston LLC ($1.17M), and Jennison Associates LLC ($1.15M).
How much institutional buying is happening at Summit Materials?: Institutional investors have bought a total of 41,136,491 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Which Summit Materials major shareholders have been selling company stock?: Of the 167 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: Franklin Resources Inc. ($3.62M), Victory Capital Management Inc. ($2.70M), Principal Financial Group Inc. ($2.24M), Price T Rowe Associates Inc. MD ($1.19M), Jennison Associates LLC ($1.18M), Eagle Asset Management Inc. ($1.10M), and Goldman Sachs Group Inc. ($0.97M).
How much institutional selling is happening at Summit Materials?: Institutional investors have sold a total of 27,176,102 shares in the last 24 months. This volume of shares sold represents approximately $826.14M in transactions.

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This page (NYSE:SUM) was last updated on 9/21/2023 by MarketBeat.com Staff

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Summit Materials (SUM) Institutional Ownership

SUM Institutional Buying and Selling by Quarter

Summit Materials Major Shareholders & Ownership History

SUM Institutional Ownership - Frequently Asked Questions

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Summit Materials (SUM) Institutional Ownership

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

SUM Institutional Buying and Selling by Quarter

Summit Materials Major Shareholders & Ownership History

SUM Institutional Ownership - Frequently Asked Questions