Recent Quarter Total Invested
$8.15 B
Recent Quarter Institutional Ownership Percentage
68.91%
Total Invested of Last Quarter
$4.47 B
Ownership Percentage of Last Quarter
69.52%
Summit Materials, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 10.05 M | $392.21 M | 100.00% | 5.72% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 9.21 M | $359.45 M | 4.26% | 5.24% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 7.64 M | $298.18 M | 5.95% | 4.35% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 5.29 M | $206.45 M | 1.82% | 3.01% |
| MACQUARIE GROUP LTD | 11/14/2024 | 4.98 M | $194.20 M | -1.30% | 2.83% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 4.18 M | $163.23 M | -3.36% | 2.38% |
| INVESCO LTD. | 11/12/2024 | 3.80 M | $148.22 M | -7.39% | 2.16% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 10/30/2024 | 3.57 M | $139.26 M | 15.87% | 2.03% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 3.08 M | $120.27 M | -2.91% | 1.75% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 3.00 M | $117.25 M | -18.33% | 1.71% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2024 | 2.80 M | $109.47 M | -4.46% | 1.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.79 M | $108.88 M | 0.34% | 1.59% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 2.77 M | $108.17 M | 0.08% | 1.58% |
| STATE STREET CORP | 11/14/2024 | 2.77 M | $108.08 M | -0.23% | 1.58% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 2.48 M | $96.74 M | -9.99% | 1.41% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.75 M | $68.42 M | 21.82% | 1.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.66 M | $64.65 M | 149.06% | 0.94% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.61 M | $62.66 M | -2.60% | 0.91% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.55 M | $60.53 M | -11.18% | 0.88% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 1.55 M | $60.39 M | 6.48% | 0.88% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 1.52 M | $59.18 M | -8.44% | 0.86% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.46 M | $57.06 M | -23.64% | 0.83% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 1.23 M | $48.11 M | 3.83% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.19 M | $46.30 M | 4.00% | 0.68% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2024 | 1.08 M | $42.28 M | 4.42% | 0.62% |
| UBS GROUP AG | 11/14/2024 | 1.00 M | $39.03 M | 100.00% | 0.57% |
| TROLUCE CAPITAL ADVISORS LLC | 11/14/2024 | 1.00 M | $39.03 M | 100.00% | 0.57% |
| STANDARD INVESTMENTS LLC | 11/14/2024 | 931,023 | $36.34 M | 1,017.39% | 0.53% |
| CITADEL ADVISORS LLC | 11/14/2024 | 851,618 | $33.24 M | -47.44% | 0.48% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 11/14/2024 | 848,890 | $33.13 M | 0.00% | 0.48% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 843,588 | $32.93 M | 2.80% | 0.48% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 830,234 | $41.85 M | -21.21% | 0.47% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 821,849 | $32.08 M | 13.81% | 0.47% |
| MORGAN STANLEY | 11/14/2024 | 808,312 | $31.55 M | 38.86% | 0.46% |
| HARVEY PARTNERS, LLC | 11/14/2024 | 806,500 | $31.48 M | 9.36% | 0.46% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 731,995 | $28.57 M | 3.86% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 697,772 | $27.23 M | -13.91% | 0.40% |
| SEI INVESTMENTS CO | 11/12/2024 | 683,659 | $26.68 M | 11.32% | 0.39% |
| TROLUCE CAPITAL ADVISORS LLC | 11/14/2024 | 674,687 | $26.33 M | 124.90% | 0.38% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 547,991 | $21.39 M | -29.01% | 0.31% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 545,548 | $21.29 M | 2.63% | 0.31% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/28/2024 | 509,409 | $19.88 M | 9.36% | 0.29% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2024 | 475,111 | $18.54 M | 0.40% | 0.27% |
| JPMORGAN CHASE & CO | 11/08/2024 | 473,508 | $18.48 M | -5.73% | 0.27% |
| BESSEMER GROUP INC | 11/12/2024 | 422,636 | $16.50 M | 2.29% | 0.24% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 392,201 | $15.31 M | -9.61% | 0.22% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 369,869 | $14.44 M | 5.68% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 364,379 | $14.22 M | 160.26% | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 298,733 | $11.66 M | 10.96% | 0.17% |
| ORCHARD CAPITAL MANAGEMENT, LLC | 11/13/2024 | 252,708 | $9.79 M | 37.93% | 0.14% |
Summit Materials, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SUM shares?
During the previous two years, 424 institutional investors and hedge funds held shares of Summit Materials, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 10.05 M
PRICE T ROWE ASSOCIATES INC /MD/: 9.21 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 7.64 M
PRINCIPAL FINANCIAL GROUP INC: 5.29 M
MACQUARIE GROUP LTD: 4.98 M
DIMENSIONAL FUND ADVISORS LP: 4.18 M
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What percentage of Summit Materials, Inc. stock is owned by institutional investors?
68.91% of Summit Materials, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SUM ?
Institutional investors have bought a total of 138.86 M shares in the last 24 months. This purchase volume represents approximately $7.17 B in transactions.