Graham Ownership | Who Owns Graham?

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Graham Ownership Summary

Graham is owned by 13.66% institutional investors, 5.71% insiders, and 80.63% retail investors. Brandes investment partners, lp is the largest institutional shareholder, holding 12.05% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Graham	13.66%	5.71%	80.63%
Sector	Industrials Stocks	39.05%	12.85%	48.10%
Industry	Industrial Machinery Stocks	44.32%	9.61%	46.07%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Brandes investment partners, lp	1.32M	12.05%	$65.18M
Blackrock funding, inc. /de	799.94K	7.32%	$39.61M
Blackrock	658.10K	6.13%	$18.53M
Vanguard group	653.99K	6.01%	$29.08M
Dimensional fund advisors lp	397.58K	3.65%	$17.68M
Renaissance	375.37K	3.45%	$16.69M
Royce & associates lp	370.68K	3.39%	$18.35M
First eagle investment management	352.97K	3.24%	$15.70M
Wasatch advisors lp	316.20K	2.89%	$15.66M
Gamco investors, inc. et al	278.99K	2.55%	$13.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ffg retirement advisors	67.43K	1.96%	$3.00M
G2 investment partners management	155.13K	1.68%	$7.68M
Archon capital management	35.04K	1.42%	$1.73M
Essex investment management	140.72K	1.13%	$6.26M
Teton advisors	35.40K	1.07%	$1.75M
Roubaix capital	44.20K	1.05%	$2.19M
De lisle partners llp	87.92K	0.61%	$4.35M
Brandes investment partners, lp	1.32M	0.59%	$65.18M
Grace & white inc /ny	57.85K	0.48%	$2.57M
Cobblestone capital advisors llc /ny/	187.29K	0.47%	$9.27M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	658.10K	0.00%	462.46K
Invesco	158.37K	0.00%	148.34K
Kennedy capital management	185.37K	0.22%	67.14K
Roubaix capital	44.20K	1.05%	44.20K
American century companies	265.44K	0.01%	43.26K

Top Sellers

Holder	Shares	% Assets	Change
Hillsdale investment management	-	-	-104.74K
Acadian asset management	38.42K	0.00%	-85.75K
Franklin resources	-	-	-63.45K
Essex investment management	140.72K	1.13%	-49.54K
Brandes investment partners, lp	1.32M	0.59%	-45.57K

New Positions

Holder	Shares	% Assets	Change	Value
Roubaix capital	44.20K	1.05%	44.20K	$2.19M
Inspire investing	18.43K	0.10%	18.43K	$912.27K
Strs ohio	18.30K	0.00%	18.30K	$515.33K
Walleye capital	15.81K	0.00%	15.81K	$782.90K
Ars investment partners	9.37K	0.03%	9.37K	$463.76K

Sold Out

Holder	Change
Parallel advisors	-9.00
Quadrant capital group	-18.00
Federated hermes	-71.00
Allspring global investments	-83.00
Venturi wealth management	-171.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	7	-94.74%	1,487,664	-82.25%	13	0.23%	6	-91.04%	1	-97.96%
Dec 31, 2024	74	-33.93%	5,469,713	-34.44%	50	0.86%	43	-27.12%	23	-34.29%
Sep 30, 2024	111	6.73%	8,324,274	1.92%	76	1.32%	59	9.26%	34	-19.05%
Jun 30, 2024	104	11.83%	8,167,449	3.05%	76	1.41%	54	5.88%	42	35.48%
Mar 31, 2024	93	14.81%	7,925,435	5.47%	73	1.51%	51	34.21%	31	40.91%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	378.04K	3.47%	-
First Eagle US Small Cap Strategy	305.88K	2.79%	-12.70K
First Eagle Small Cap Opportunity I	305.88K	2.79%	-12.70K
Vanguard Total Stock Mkt Idx Inv	302.34K	2.75%	-75.70K
iShares Russell 2000 ETF	246.37K	2.24%	-4.72K
Avantis US Small Cap Value ETF	218.12K	1.99%	304.00
Brandes Global Small Cap Equity Cl F	210.38K	1.92%	-
Kennedy Micro Cap	185.37K	1.69%	67.14K
Brandes Small Cap Value R6	182.38K	1.67%	-
Vanguard Institutional Extnd Mkt Idx Tr	157.93K	1.44%	-10.06K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 21, 2023	Smith Alan E	VP & General Manager - Batavia	Buy	$54.12K
Aug 04, 2022	Thoren Daniel J.	President and CEO	Buy	$58.73K
Aug 02, 2022	Thoren Daniel J.	President and CEO	Buy	$36.00K
Mar 08, 2022	Glajch Jeffrey	VP-Finance; CFO	Sell	$64.03K
Mar 08, 2022	Glajch Jeffrey	VP-Finance; CFO	Sell	$17.27K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2024 Q3	-	-
2024 Q2	-	-
2023 Q2	-	-
2023 Q1	1	-

GHM Ownership FAQ

Who Owns Graham?

Graham shareholders are primarily institutional investors at 13.66%, followed by 5.71% insiders and 80.63% retail investors. The average institutional ownership in Graham's industry, Industrial Machinery Stocks, is 44.32%, which Graham falls below.

Who owns the most shares of Graham?

Graham’s largest shareholders are Brandes investment partners, lp (1.32M shares, 12.05%), Blackrock funding, inc. /de (799.94K shares, 7.32%), and Blackrock (658.1K shares, 6.13%). Together, they hold 25.50% 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?

Ffg retirement advisors is Graham’s biggest shareholder by percentage of total assets invested, with 1.96% of its assets in 67.43K Graham shares, valued at 3M$.

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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