Graham Ownership | Who Owns Graham?
Graham Ownership Summary
Graham is owned by 81.26% institutional investors, 5.75% insiders, and 12.98% retail investors. Brandes investment partners, lp is the largest institutional shareholder, holding 10.66% 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 | 81.26% | 5.75% | 12.98% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
| Industry | Industrial Machinery Stocks | 46.01% | 10.90% | 43.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Brandes investment partners, lp | 1.17M | 10.66% | $92.41M |
| Blackrock funding, inc. /de | 766.68K | 6.98% | $60.51M |
| Blackrock | 658.10K | 6.13% | $18.53M |
| Vanguard group | 636.76K | 5.80% | $40.90M |
| Royce & associates lp | 448.76K | 4.08% | $35.42M |
| Driehaus capital management | 342.91K | 3.12% | $27.06M |
| William blair investment management | 314.30K | 2.86% | $24.80M |
| Geode capital management | 248.18K | 2.26% | $19.59M |
| Renaissance | 247.37K | 2.25% | $19.52M |
| Gamco investors, inc. et al | 243.91K | 2.22% | $19.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| R.p. boggs | 117.72K | 4.63% | $9.64M |
| Ffg retirement advisors | 38.00K | 1.75% | $3.00M |
| Essex investment management | 128.29K | 1.60% | $10.12M |
| Teton advisors | 35.40K | 1.07% | $1.75M |
| De lisle partners llp | 89.92K | 0.85% | $7.09M |
| Brandes investment partners, lp | 1.17M | 0.65% | $92.41M |
| Prescott group capital management | 80.54K | 0.63% | $6.36M |
| Eam investors | 56.48K | 0.51% | $4.46M |
| Cobblestone capital advisors llc /ny/ | 187.29K | 0.49% | $10.28M |
| Uniplan investment counsel | 56.56K | 0.46% | $4.46M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 658.10K | 0.00% | 462.46K |
| Captrust financial advisors | 153.70K | 0.02% | 153.70K |
| R.p. boggs | 117.72K | 4.63% | 117.72K |
| Portolan capital management | 103.56K | 0.43% | 103.56K |
| Vanguard fiduciary trust | 72.62K | 0.00% | 72.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alyeska investment group | - | - | -188.64K |
| Hillsdale investment management | - | - | -104.74K |
| Invesco | 51.38K | 0.00% | -84.50K |
| Brandes investment partners, lp | 1.17M | 0.65% | -76.05K |
| Roubaix capital | - | - | -69.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Captrust financial advisors | 153.70K | 0.02% | 153.70K | $12.13M |
| R.p. boggs | 117.72K | 4.63% | 117.72K | $9.64M |
| Portolan capital management | 103.56K | 0.43% | 103.56K | $8.17M |
| Vanguard fiduciary trust | 72.62K | 0.00% | 72.62K | $5.73M |
| Centerbook partners lp | 44.88K | 0.19% | 44.88K | $3.54M |
Sold Out
| Holder | Change |
|---|---|
| Turning point benefit group | -3.00 |
| Allspring global investments | -83.00 |
| Group one trading | -100.00 |
| Federation des caisses desjardins du quebec | -140.00 |
| Venturi wealth management | -171.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 177 | 8.59% | 8,929,362 | -7.21% | 81 | 1.06% | 88 | 15.79% | 65 | -4.41% |
| Dec 31, 2025 | 86 | -46.58% | 5,398,010 | -39.16% | 49 | 0.75% | 33 | -59.76% | 39 | -25.00% |
| Sep 30, 2025 | 83 | -37.12% | 4,920,187 | -41.16% | 45 | 0.77% | 36 | -46.27% | 27 | -43.75% |
| Jun 30, 2025 | 137 | 11.38% | 8,593,734 | 1.69% | 78 | 1.31% | 70 | 7.69% | 50 | 21.95% |
| Mar 31, 2025 | 7 | -94.74% | 1,487,664 | -82.25% | 13 | 0.23% | 6 | -91.04% | 1 | -97.96% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 378.04K | 3.47% | - |
| Vanguard Total Stock Mkt Idx Inv | 326.05K | 2.79% | - |
| iShares Russell 2000 ETF | 244.76K | 2.10% | 2.07K |
| Brandes Small Cap Value R6 | 199.68K | 1.80% | - |
| Brandes Global Small Cap Equity Cl F | 210.38K | 1.80% | - |
| First Eagle US Small Cap Strategy | 187.70K | 1.70% | -59.37K |
| First Eagle Small Cap Opportunity I | 175.41K | 1.50% | -13.13K |
| Timpani Small Cap Growth Equity | 163.39K | 1.40% | 9.18K |
| Calamos Timpani Small Cap Growth I | 163.39K | 1.40% | 6.93K |
| Royce Micro-Cap Trust Inc | 149.85K | 1.37% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 12, 2025 | Gregorio Mauro | - | Buy | $58.81K |
| 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 | $17.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | - |
| 2024 Q3 | - | - |
GHM Ownership FAQ
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