Graham Ownership | Who Owns Graham?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Graham | 45.03% | 5.97% | 49.00% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Industry | Industrial Machinery Stocks | 54.58% | 8.80% | 36.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Brandes investment partners, lp | 1.37M | 12.56% | $75.33M |
| Blackrock funding, inc. /de | 773.34K | 7.08% | $42.46M |
| Blackrock | 658.10K | 6.13% | $18.53M |
| Vanguard group | 602.45K | 5.51% | $33.07M |
| Royce & associates lp | 459.70K | 4.21% | $25.24M |
| Renaissance | 308.67K | 2.82% | $16.95M |
| First eagle investment management | 306.67K | 2.81% | $16.84M |
| William blair investment management | 274.01K | 2.51% | $15.04M |
| Gamco investors, inc. et al | 269.41K | 2.47% | $14.79M |
| American century companies | 257.38K | 2.36% | $14.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Roubaix capital | 69.36K | 1.77% | $3.81M |
| Ffg retirement advisors | 50.00K | 1.70% | $2.75M |
| Essex investment management | 143.74K | 1.21% | $7.89M |
| Teton advisors | 35.40K | 1.07% | $1.75M |
| G2 investment partners management | 60.00K | 0.67% | $3.29M |
| Brandes investment partners, lp | 1.37M | 0.60% | $75.33M |
| De lisle partners llp | 87.92K | 0.59% | $4.83M |
| Cobblestone capital advisors llc /ny/ | 187.29K | 0.49% | $10.28M |
| Prescott group capital management | 80.54K | 0.47% | $4.42M |
| Wealthtrust axiom | 22.70K | 0.33% | $1.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 658.10K | 0.00% | 462.46K |
| William blair investment management | 274.01K | 0.04% | 274.01K |
| Alyeska investment group | 188.64K | 0.03% | 188.64K |
| Royce & associates lp | 459.70K | 0.25% | 89.01K |
| Brandes investment partners, lp | 1.37M | 0.60% | 55.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 161.97K | 0.05% | -154.24K |
| Invesco | 6.49K | 0.00% | -109.40K |
| Hillsdale investment management | - | - | -104.74K |
| G2 investment partners management | 60.00K | 0.67% | -95.13K |
| Dimensional fund advisors lp | 251.51K | 0.00% | -48.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| William blair investment management | 274.01K | 0.04% | 274.01K | $15.04M |
| Alyeska investment group | 188.64K | 0.03% | 188.64K | $10.36M |
| Uniplan investment counsel | 40.55K | 0.22% | 40.55K | $2.23M |
| Tudor investment corp et al | 20.79K | 0.00% | 20.79K | $1.14M |
| Jane street group | 17.51K | 0.00% | 17.51K | $961.30M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 |
| Vanguard Total Stock Mkt Idx Inv | 295.77K | 2.69% | -6.57K |
| First Eagle Small Cap Opportunity I | 280.04K | 2.55% | -25.83K |
| iShares Russell 2000 ETF | 251.81K | 2.29% | - |
| Brandes Global Small Cap Equity Cl F | 210.38K | 1.92% | - |
| Avantis US Small Cap Value ETF | 205.31K | 1.87% | - |
| Kennedy Micro Cap | 185.37K | 1.69% | 67.14K |
| Brandes Small Cap Value R6 | 182.38K | 1.67% | - |
| Calamos Timpani Small Cap Growth I | 180.58K | 1.65% | 24.33K |
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 |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2023 Q2 | - | - |
GHM Ownership FAQ
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