Graham Ownership | Who Owns Graham?


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Graham Ownership Summary


Graham is owned by 45.03% institutional investors, 5.97% insiders, and 49.00% retail investors. Brandes investment partners, lp is the largest institutional shareholder, holding 12.56% of GHM shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.47% of its assets in Graham shares.

GHM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockGraham45.03%5.97%49.00%
SectorIndustrials Stocks 46.77%12.62%40.60%
IndustryIndustrial Machinery Stocks54.58%8.80%36.63%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Brandes investment partners, lp1.37M12.56%$75.33M
Blackrock funding, inc. /de773.34K7.08%$42.46M
Blackrock658.10K6.13%$18.53M
Vanguard group602.45K5.51%$33.07M
Royce & associates lp459.70K4.21%$25.24M
Renaissance308.67K2.82%$16.95M
First eagle investment management306.67K2.81%$16.84M
William blair investment management274.01K2.51%$15.04M
Gamco investors, inc. et al269.41K2.47%$14.79M
American century companies257.38K2.36%$14.13M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Roubaix capital69.36K1.77%$3.81M
Ffg retirement advisors50.00K1.70%$2.75M
Essex investment management143.74K1.21%$7.89M
Teton advisors35.40K1.07%$1.75M
G2 investment partners management60.00K0.67%$3.29M
Brandes investment partners, lp1.37M0.60%$75.33M
De lisle partners llp87.92K0.59%$4.83M
Cobblestone capital advisors llc /ny/187.29K0.49%$10.28M
Prescott group capital management80.54K0.47%$4.42M
Wealthtrust axiom22.70K0.33%$1.25M

Top Buyers

HolderShares% AssetsChange
Blackrock658.10K0.00%462.46K
William blair investment management274.01K0.04%274.01K
Alyeska investment group188.64K0.03%188.64K
Royce & associates lp459.70K0.25%89.01K
Brandes investment partners, lp1.37M0.60%55.68K

Top Sellers

HolderShares% AssetsChange
Wasatch advisors lp161.97K0.05%-154.24K
Invesco6.49K0.00%-109.40K
Hillsdale investment management---104.74K
G2 investment partners management60.00K0.67%-95.13K
Dimensional fund advisors lp251.51K0.00%-48.52K

New Positions

HolderShares% AssetsChangeValue
William blair investment management274.01K0.04%274.01K$15.04M
Alyeska investment group188.64K0.03%188.64K$10.36M
Uniplan investment counsel40.55K0.22%40.55K$2.23M
Tudor investment corp et al20.79K0.00%20.79K$1.14M
Jane street group17.51K0.00%17.51K$961.30M

Sold Out

HolderChange
Mai capital management-27.00
Federated hermes-71.00
Allspring global investments-83.00
Venturi wealth management-171.00
Simplex trading-223.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202583-37.12%4,920,187-41.16%450.77%36-46.27%27-43.75%
Jun 30, 202513711.38%8,593,7341.69%781.31%707.69%5021.95%
Mar 31, 20257-94.74%1,487,664-82.25%130.23%6-91.04%1-97.96%
Dec 31, 202474-33.93%5,469,713-34.44%500.86%43-27.12%23-34.29%
Sep 30, 20241116.73%8,324,2741.92%761.32%599.26%34-19.05%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF378.04K3.47%-
First Eagle US Small Cap Strategy305.88K2.79%-12.70K
Vanguard Total Stock Mkt Idx Inv295.77K2.69%-6.57K
First Eagle Small Cap Opportunity I280.04K2.55%-25.83K
iShares Russell 2000 ETF251.81K2.29%-
Brandes Global Small Cap Equity Cl F210.38K1.92%-
Avantis US Small Cap Value ETF205.31K1.87%-
Kennedy Micro Cap185.37K1.69%67.14K
Brandes Small Cap Value R6182.38K1.67%-
Calamos Timpani Small Cap Growth I180.58K1.65%24.33K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 12, 2025Gregorio Mauro-Buy$58.81K
Feb 21, 2023Smith Alan E VP & General Manager - BataviaBuy$54.12K
Aug 04, 2022Thoren Daniel J. President and CEOBuy$58.73K
Aug 02, 2022Thoren Daniel J. President and CEOBuy$36.00K
Mar 08, 2022Glajch Jeffrey VP-Finance; CFOSell$17.27K

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q2--
2024 Q3--
2024 Q2--
2023 Q2--

GHM Ownership FAQ


Who Owns Graham?

Graham shareholders are primarily institutional investors at 45.03%, followed by 5.97% insiders and 49.00% retail investors. The average institutional ownership in Graham's industry, Industrial Machinery Stocks, is 54.58%, which Graham falls below.

Who owns the most shares of Graham?

Graham’s largest shareholders are Brandes investment partners, lp (1.37M shares, 12.56%), Blackrock funding, inc. /de (773.34K shares, 7.08%), and Blackrock (658.1K shares, 6.13%). Together, they hold 25.76% of Graham’s total shares outstanding.

Does Blackrock own Graham?

Yes, BlackRock owns 6.13% of Graham, totaling 658.1K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 18.53M$. In the last quarter, BlackRock increased its holdings by 462.46K shares, a 236.39% change.

Who is Graham’s biggest shareholder by percentage of total assets invested?

Roubaix capital is Graham’s biggest shareholder by percentage of total assets invested, with 1.77% of its assets in 69.36K Graham shares, valued at 3.81M$.

Who is the top mutual fund holder of Graham shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Graham shares, with 3.47% of its total shares outstanding invested in 378.04K Graham shares.

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