Graham Ownership | Who Owns Graham?


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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


TypeName% Inst% Insiders% Retail
StockGraham81.26%5.75%12.98%
SectorIndustrials Stocks 49.61%15.69%34.70%
IndustryIndustrial Machinery Stocks46.01%10.90%43.09%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Brandes investment partners, lp1.17M10.66%$92.41M
Blackrock funding, inc. /de766.68K6.98%$60.51M
Blackrock658.10K6.13%$18.53M
Vanguard group636.76K5.80%$40.90M
Royce & associates lp448.76K4.08%$35.42M
Driehaus capital management342.91K3.12%$27.06M
William blair investment management314.30K2.86%$24.80M
Geode capital management248.18K2.26%$19.59M
Renaissance247.37K2.25%$19.52M
Gamco investors, inc. et al243.91K2.22%$19.25M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
R.p. boggs117.72K4.63%$9.64M
Ffg retirement advisors38.00K1.75%$3.00M
Essex investment management128.29K1.60%$10.12M
Teton advisors35.40K1.07%$1.75M
De lisle partners llp89.92K0.85%$7.09M
Brandes investment partners, lp1.17M0.65%$92.41M
Prescott group capital management80.54K0.63%$6.36M
Eam investors56.48K0.51%$4.46M
Cobblestone capital advisors llc /ny/187.29K0.49%$10.28M
Uniplan investment counsel56.56K0.46%$4.46M

Top Buyers

HolderShares% AssetsChange
Blackrock658.10K0.00%462.46K
Captrust financial advisors153.70K0.02%153.70K
R.p. boggs117.72K4.63%117.72K
Portolan capital management103.56K0.43%103.56K
Vanguard fiduciary trust72.62K0.00%72.62K

Top Sellers

HolderShares% AssetsChange
Alyeska investment group---188.64K
Hillsdale investment management---104.74K
Invesco51.38K0.00%-84.50K
Brandes investment partners, lp1.17M0.65%-76.05K
Roubaix capital---69.36K

New Positions

HolderShares% AssetsChangeValue
Captrust financial advisors153.70K0.02%153.70K$12.13M
R.p. boggs117.72K4.63%117.72K$9.64M
Portolan capital management103.56K0.43%103.56K$8.17M
Vanguard fiduciary trust72.62K0.00%72.62K$5.73M
Centerbook partners lp44.88K0.19%44.88K$3.54M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20261778.59%8,929,362-7.21%811.06%8815.79%65-4.41%
Dec 31, 202586-46.58%5,398,010-39.16%490.75%33-59.76%39-25.00%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF378.04K3.47%-
Vanguard Total Stock Mkt Idx Inv326.05K2.79%-
iShares Russell 2000 ETF244.76K2.10%2.07K
Brandes Small Cap Value R6199.68K1.80%-
Brandes Global Small Cap Equity Cl F210.38K1.80%-
First Eagle US Small Cap Strategy187.70K1.70%-59.37K
First Eagle Small Cap Opportunity I175.41K1.50%-13.13K
Timpani Small Cap Growth Equity163.39K1.40%9.18K
Calamos Timpani Small Cap Growth I163.39K1.40%6.93K
Royce Micro-Cap Trust Inc149.85K1.37%-

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
2026 Q2--
2026 Q1--
2025 Q31-
2025 Q2--
2024 Q3--

GHM Ownership FAQ


Who Owns Graham?

Graham shareholders are primarily institutional investors at 81.26%, followed by 5.75% insiders and 12.99% retail investors. The average institutional ownership in Graham's industry, Industrial Machinery Stocks, is 46.01%, which Graham exceeds.

Who owns the most shares of Graham?

Graham’s largest shareholders are Brandes investment partners, lp (1.17M shares, 10.66%), Blackrock funding, inc. /de (766.68K shares, 6.98%), and Blackrock (658.1K shares, 6.13%). Together, they hold 23.76% 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?

R.p. boggs is Graham’s biggest shareholder by percentage of total assets invested, with 4.63% of its assets in 117.72K Graham shares, valued at 9.64M$.

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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