CDW Ownership | Who Owns CDW?
CDW Ownership Summary
CDW is owned by 90.68% institutional investors, 0.33% insiders, and 8.99% retail investors. Vanguard group is the largest institutional shareholder, holding 12.26% of CDW shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in CDW shares.
CDW Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CDW | 90.68% | 0.33% | 8.99% |
Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 16.48M | 12.26% | $3.69B |
Blackrock | 10.87M | 8.09% | $2.43B |
Morgan stanley | 6.10M | 4.54% | $1.37B |
State street | 5.65M | 4.21% | $1.27B |
Select equity group | 4.85M | 3.61% | $1.09B |
Fmr | 4.18M | 3.11% | $936.33M |
Wellington management group llp | 3.82M | 2.84% | $855.42M |
Geode capital management | 3.45M | 2.57% | $770.39M |
Mawer investment management | 3.10M | 2.31% | $694.55M |
Alliancebernstein | 2.93M | 2.18% | $656.57M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Lfl advisers | 193.09K | 17.01% | $43.22M |
Clio asset management | 74.44K | 13.01% | $16.66M |
Makaira partners | 404.40K | 11.74% | $90.52M |
Pragma gestao de patrimonio | 71.00K | 8.44% | $15.89M |
Standard investments | 555.00K | 6.95% | $124.23M |
Fenimore asset management | 1.25M | 6.14% | $280.45M |
Broad run investment management | 174.21K | 5.34% | $38.99M |
Groesbeck investment management corp /nj/ | 15.32K | 4.75% | $3.43M |
Mader & shannon wealth management | 34.28K | 4.61% | $7.67M |
Longview partners (guernsey) | 2.66M | 4.41% | $594.91M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ameriprise financial | 1.37M | 0.08% | 1.20M |
Wellington management group llp | 3.82M | 0.15% | 793.59K |
Norges bank | 587.30K | 0.02% | 587.30K |
Invesco | 2.12M | 0.10% | 576.48K |
Ceredex value advisors | 355.38K | 1.50% | 355.38K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fmr | 4.18M | 0.06% | -3.55M |
Morgan stanley | 6.10M | 0.11% | -598.61K |
Longview partners (guernsey) | 2.66M | 4.41% | -365.61K |
Janus henderson group | 20.57K | 0.00% | -281.38K |
Alliancebernstein | 2.93M | 0.23% | -261.69K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 587.30K | 0.02% | 587.30K | $131.46M |
Ceredex value advisors | 355.38K | 1.50% | 355.38K | $79.55M |
Mirae asset global etfs | 108.95K | 0.06% | 108.95K | $24.39M |
Hrt financial lp | 76.07K | 0.10% | 76.07K | $17.03M |
Nzs capital | 69.60K | 0.64% | 69.60K | $15.58M |
Sold Out
Holder | Change |
---|---|
Redwood wealth management group | -1.00 |
Nvwm | -1.00 |
Tfo-tdc | -1.00 |
Annis gardner whiting capital advisors | -2.00 |
Delta asset management llc/tn | -3.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 904 | -0.22% | 121,871,908 | -1.05% | 90 | 1.08% | 433 | -0.69% | 315 | -1.87% |
Mar 31, 2024 | 906 | 3.42% | 123,163,862 | -1.59% | 91 | 1.05% | 436 | -1.80% | 321 | 8.81% |
Dec 31, 2023 | 876 | 7.22% | 125,152,034 | 0.50% | 93 | 1.09% | 444 | 20.33% | 295 | -4.84% |
Sep 30, 2023 | 817 | 2.25% | 124,531,264 | -1.48% | 92 | 1.06% | 369 | 11.14% | 310 | -11.43% |
Jun 30, 2023 | 799 | -2.80% | 126,403,290 | -1.80% | 93 | 1.03% | 332 | -11.47% | 350 | 9.38% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 4.21M | 3.16% | -14.20K |
Vanguard Institutional 500 Index Trust | 3.54M | 2.66% | 40.64K |
Vanguard Mid Cap Index Institutional | 2.83M | 2.13% | 5.10K |
Invesco QQQ Trust | 2.59M | 1.94% | -11.98K |
Morgan Stanley Glbl Franchise | 1.71M | 1.28% | -263.08K |
MS INVF Global Brands A | 1.71M | 1.28% | -33.45K |
MS INVF Global Brands A USD | 1.71M | 1.28% | -33.45K |
Fidelity 500 Index | 1.64M | 1.23% | -13.70K |
Vanguard Wellington™ Inv | 1.63M | 1.22% | 848.62K |
SPDR® S&P 500® ETF Trust | 1.62M | 1.22% | 553.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 01, 2024 | LEAHY CHRISTINE A | See Remarks | Buy | $259.38K |
Aug 01, 2024 | MIRALLES ALBERT JOSEPH JR | See Remarks | Buy | $227.45K |
Jul 16, 2024 | Chawla Sona | See Remarks | Sell | $4.10M |
Jul 16, 2024 | Chawla Sona | See Remarks | Sell | $337.60K |
Jun 18, 2024 | Chawla Sona | See Remarks | Sell | $5.96M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | 2 | 2 |
2024 Q2 | - | 1 |
2024 Q1 | - | - |
2023 Q4 | - | 10 |
CDW Ownership FAQ
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