Graham Ownership | Who Owns Graham?


OverviewForecastRevenueFinancialsChartTranscripts

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. First Trust RBA Amer Indl RenaisTM ETF is the top mutual fund, with 4.67% of its assets in Graham shares.

GHM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockGraham81.26%5.75%12.98%
SectorIndustrials Stocks 49.20%16.03%34.77%
IndustryIndustrial Machinery Stocks45.31%11.72%42.98%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Brandes investment partners, lp1.17M10.66%$92.41M
Blackrock funding, inc. /de890.50K8.10%$110.23M
Blackrock658.10K6.13%$18.53M
Vanguard group636.76K5.80%$40.90M
Vanguard capital management485.58K4.42%$60.11M
Royce & associates lp448.76K4.08%$35.42M
William blair investment management364.80K3.32%$45.16M
Driehaus capital management342.91K3.12%$27.06M
Geode capital management303.93K2.77%$37.63M
State street242.08K2.20%$29.97M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
R.p. boggs117.56K6.51%$14.55M
Ffg retirement advisors38.00K2.49%$4.70M
Essex investment management93.41K1.51%$11.56M
Intrinsic edge capital management104.00K1.33%$12.87M
De lisle partners llp89.92K1.22%$11.14M
Teton advisors35.40K1.07%$1.75M
Lisanti capital growth39.01K1.06%$4.83M
Prescott group capital management80.54K0.86%$9.97M
Moody aldrich partners38.13K0.85%$4.72M
Uniplan investment counsel58.39K0.68%$7.23M

Top Buyers

HolderShares% AssetsChange
Blackrock658.10K0.00%462.46K
Segall bryant & hamill180.29K0.26%180.29K
Blackrock funding, inc. /de890.50K0.00%123.82K
Portolan capital management103.56K0.43%103.56K
Intrinsic edge capital management104.00K1.33%84.87K

Top Sellers

HolderShares% AssetsChange
Alyeska investment group---188.64K
Hillsdale investment management---104.74K
American century companies28.86K0.00%-102.49K
Invesco51.38K0.00%-84.50K
Brandes investment partners, lp1.17M0.65%-76.05K

New Positions

HolderShares% AssetsChangeValue
Segall bryant & hamill180.29K0.26%180.29K$22.32M
Portolan capital management103.56K0.43%103.56K$8.17M
Allspring global investments60.40K0.01%60.40K$7.21M
Lisanti capital growth39.01K1.06%39.01K$4.83M
Moody aldrich partners38.13K0.85%38.13K$4.72M

Sold Out

HolderChange
Turning point benefit group-3.00
Twin peaks wealth advisors-46.00
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
First Trust RBA Amer Indl RenaisTM ETF547.55K4.67%945.00
Vanguard US Total Market Shares ETF378.04K3.47%-
Vanguard Morn Total Stk Mkt Idx Investor348.55K2.97%22.50K
Vanguard Total Stock Mkt Idx Inv348.55K2.97%22.50K
iShares Russell 2000 ETF271.79K2.32%-4.80K
Brandes Global Small Cap Equity Cl F210.38K1.79%-
Brandes Small Cap Value R6199.68K1.70%-
T. Rowe Price Small-Cap Stock180.22K1.54%-
T. Rowe Price US Small-Cap Core Equity180.22K1.54%180.22K
Calamos Timpani Small Cap Growth I175.35K1.50%14.04K

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

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 45.31%, 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 (890.5K shares, 8.10%), and Blackrock (658.1K shares, 6.13%). Together, they hold 24.89% 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 6.51% of its assets in 117.56K Graham shares, valued at 14.55M$.

Who is the top mutual fund holder of Graham shares?

First Trust RBA Amer Indl RenaisTM ETF is the top mutual fund holder of Graham shares, with 4.67% of its total shares outstanding invested in 547.55K Graham shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools