Graham Ownership | Who Owns Graham?

Graham Ownership Summary

Graham is owned by 60.25% institutional investors, 6.67% insiders, and 33.08% retail investors. Ami investment management is the largest institutional shareholder, holding 0.10% of GHC shares. Public Indonesia Select is the top mutual fund, with 7.48% of its assets in Graham shares.

GHC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Graham	60.25%	6.67%	33.08%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Education Stocks	42.04%	12.35%	45.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Ami investment management	4.19K	0.10%	$3.65M
Robeco institutional asset management b.v.	3.54K	0.08%	$3.09M
Insight inv	2.72K	0.06%	$2.38M
Cohen klingenstein	2.29K	0.05%	$2.00M
Norman fields, gottscho capital management	1.85K	0.04%	$1.61M
Louisiana state employees retirement system	900.00	0.02%	$784.73K
Affinity wealth management	840.00	0.02%	$732.41K
Howard financial services	834.00	0.02%	$727.62K
Greenleaf trust	668.00	0.02%	$582.44K
Assenagon asset management	590.00	0.01%	$514.43K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Insight inv	2.72K	1.65%	$2.38M
Ami investment management	4.19K	1.19%	$3.65M
Norman fields, gottscho capital management	1.85K	0.53%	$1.61M
Sterling investment counsel	389.00	0.22%	$339.27K
Affinity wealth management	840.00	0.13%	$732.41K
Howard financial services	834.00	0.10%	$727.62K
Cohen klingenstein	2.29K	0.07%	$2.00M
Empirical asset management	234.00	0.07%	$204.08K
Inspire investing	458.00	0.04%	$399.34K
Entropy technologies, lp	400.00	0.04%	$348.77K

Top Buyers

Holder	Shares	% Assets	Change
Assenagon asset management	590.00	0.00%	590.00
Miracle mile advisors	501.00	0.01%	501.00
Empirical asset management	234.00	0.07%	234.00
Insight inv	2.72K	1.65%	95.00
Kbc group nv	142.00	0.00%	38.00

Top Sellers

Holder	Shares	% Assets	Change
Robeco institutional asset management b.v.	3.54K	0.01%	-1.61K
Mount yale investment advisors	-	-	-230.00
Louisiana state employees retirement system	900.00	0.01%	-100.00
Allspring global investments	-	-	-87.00
Norman fields, gottscho capital management	1.85K	0.53%	-65.00

New Positions

Holder	Shares	% Assets	Change	Value
Assenagon asset management	590.00	0.00%	590.00	$514.43K
Miracle mile advisors	501.00	0.01%	501.00	$437.03K
Empirical asset management	234.00	0.07%	234.00	$204.08K
Hemington wealth management	3.00	0.00%	3.00	$2.00K
First pacific financial	2.00	0.00%	2.00	$1.74K

Sold Out

Holder	Change
Planned solutions	-4.00
Allspring global investments	-87.00
Mount yale investment advisors	-230.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	254	1.60%	2,622,273	-3.48%	60	1.58%	97	-3.00%	102	6.25%
Jun 30, 2024	250	2.04%	2,716,765	-0.31%	61	1.68%	100	1.01%	96	7.87%
Mar 31, 2024	245	0.82%	2,725,102	-2.18%	60	1.65%	99	19.28%	89	-9.18%
Dec 31, 2023	243	-1.22%	2,785,776	-0.95%	60	1.69%	83	-12.63%	98	3.16%
Sep 30, 2023	246	-1.99%	2,812,424	-3.30%	59	1.60%	95	-3.06%	95	-7.77%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Public Indonesia Select	324.00K	7.48%	323.60K
iShares Core S&P Mid-Cap ETF	109.83K	2.53%	404.00
Vanguard Total Stock Mkt Idx Inv	94.09K	2.17%	-8.14K
DFA US Small Cap Value I	91.95K	2.12%	-
iShares Russell 2000 ETF	87.04K	2.01%	-325.00
Vanguard Small Cap Index	77.22K	1.78%	-5.02K
Spiltan Globalfond Investmentbolag	68.72K	1.59%	1.71K
Longleaf Partners Small-Cap	57.89K	1.34%	-9.49K
Vanguard Small Cap Value Index Inv	51.27K	1.18%	-4.49K
Vanguard Institutional Extnd Mkt Idx Tr	51.23K	1.18%	-764.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 06, 2025	Snyman Marcel A.	VP-Chief Accounting Officer	Sell	$140.13K
Nov 13, 2024	Weymouth Katharine	-	Sell	$358.82K
Sep 12, 2024	GAYNER THOMAS SINNICKSON	-	Buy	$74.33K
May 28, 2024	MULCAHY ANNE M	-	Buy	$100.58K
Mar 14, 2024	Weymouth Katharine	-	Sell	$396.42K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	1	-
2024 Q2	1	-
2024 Q1	-	1
2023 Q4	1	1

GHC Ownership FAQ

Who Owns Graham?

Graham shareholders are primarily institutional investors at 60.25%, followed by 6.67% insiders and 33.08% retail investors. The average institutional ownership in Graham's industry, Education Stocks , is 42.04%, which Graham exceeds.

Who owns the most shares of Graham?

Graham’s largest shareholders are Ami investment management (4.19K shares, 0.10%), Robeco institutional asset management b.v. (3.54K shares, 0.08%), and Insight inv (2.72K shares, 0.06%). Together, they hold 0.24% of Graham’s total shares outstanding.

Does Blackrock own Graham?

BlackRock is not among the top 10 institutional shareholders of Graham.

Who is Graham’s biggest shareholder by percentage of total assets invested?

Insight inv is Graham’s biggest shareholder by percentage of total assets invested, with 1.65% of its assets in 2.72K Graham shares, valued at 2.38M$.

Who is the top mutual fund holder of Graham shares?

Public Indonesia Select is the top mutual fund holder of Graham shares, with 7.48% of its total shares outstanding invested in 324K Graham shares.

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