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 12.51% of GHM shares. Vanguard Total Stock Mkt Idx Inv 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	39.35%	12.62%	48.03%
Industry	Industrial Machinery Stocks	44.92%	9.15%	45.93%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Brandes investment partners, lp	1.36M	12.51%	$39.26M
Blackrock funding, inc. /de	770.70K	7.08%	$34.27M
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
Royce & associates lp	388.02K	3.56%	$17.26M
Renaissance	375.37K	3.45%	$16.69M
First eagle investment management	352.97K	3.24%	$15.70M
Wasatch advisors lp	303.02K	2.78%	$13.48M
Gamco investors, inc. et al	276.44K	2.54%	$12.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ffg retirement advisors	67.43K	1.96%	$3.00M
G2 investment partners management	138.71K	1.59%	$6.17M
Archon capital management	38.64K	1.17%	$1.11M
Essex investment management	140.72K	1.13%	$6.26M
Teton advisors	44.00K	0.79%	$1.27M
Wealthtrust axiom	37.38K	0.50%	$1.66M
Grace & white inc /ny	57.85K	0.48%	$2.57M
Cobblestone capital advisors llc /ny/	187.29K	0.45%	$8.33M
De lisle partners llp	63.55K	0.42%	$2.83M
Brandes investment partners, lp	1.36M	0.40%	$39.26M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	658.10K	0.00%	462.46K
Brandes investment partners, lp	1.36M	0.40%	258.27K
Invesco	158.37K	0.00%	148.34K
American century companies	137.66K	0.00%	79.67K
Archon capital management	38.64K	1.17%	38.64K

Top Sellers

Holder	Shares	% Assets	Change
Hillsdale investment management	-	-	-104.74K
Franklin resources	-	-	-63.45K
Essex investment management	140.72K	1.13%	-49.54K
G2 investment partners management	138.71K	1.59%	-43.45K
Royce & associates lp	388.02K	0.16%	-39.27K

New Positions

Holder	Shares	% Assets	Change	Value
Archon capital management	38.64K	1.17%	38.64K	$1.11M
Raymond james financial	18.30K	0.00%	18.30K	$813.98K
Strs ohio	18.30K	0.00%	18.30K	$515.33K
Prescott group capital management	11.54K	0.07%	11.54K	$513.01K
Advisors asset management	7.46K	0.01%	7.46K	$331.88K

Sold Out

Holder	Change
Parallel advisors	-9.00
Allspring global investments	-83.00
Venturi wealth management	-171.00
Simplex trading	-223.00
Macquarie group	-387.00

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 Total Stock Mkt Idx Inv	378.04K	3.47%	-
Vanguard US Total Market Shares ETF	378.04K	3.47%	-
First Eagle US Small Cap Strategy	318.57K	2.92%	3.30K
First Eagle Small Cap Opportunity I	318.57K	2.92%	-
iShares Russell 2000 ETF	258.38K	2.37%	126.00
Brandes Global Small Cap Equity Cl F	210.38K	1.93%	-
Avantis US Small Cap Value ETF	195.43K	1.79%	300.00
Brandes Small Cap Value R6	186.16K	1.71%	32.85K
Vanguard Institutional Extnd Mkt Idx Tr	166.31K	1.53%	432.00
Royce Micro Cap Trust	149.85K	1.37%	-

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 44.92%, which Graham falls below.

Who owns the most shares of Graham?

Graham’s largest shareholders are Brandes investment partners, lp (1.36M shares, 12.51%), Blackrock funding, inc. /de (770.7K shares, 7.08%), and Blackrock (658.1K shares, 6.13%). Together, they hold 25.71% 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 Total Stock Mkt Idx Inv 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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