Graham Ownership | Who Owns Graham?
Graham Ownership Summary
Graham is owned by 38.63% institutional investors, 7.57% insiders, and 53.79% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.80% 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 | 38.63% | 7.57% | 53.79% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Education Stocks | 36.59% | 14.75% | 48.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 426.30K | 9.80% | $371.70M |
| Vanguard group | 335.63K | 7.71% | $292.64M |
| Dimensional fund advisors lp | 278.00K | 6.39% | $242.40M |
| Madison avenue partners, lp | 235.27K | 5.41% | $205.14M |
| Wallace capital management | 165.28K | 3.80% | $144.11M |
| Geode capital management | 79.09K | 1.82% | $68.97M |
| Southeastern asset management inc/tn/ | 59.06K | 1.36% | $51.49M |
| Charles schwab investment management | 55.24K | 1.27% | $48.16M |
| Bank of new york mellon | 43.05K | 0.99% | $37.54M |
| Aqr capital management | 39.04K | 0.90% | $33.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Madison avenue partners, lp | 235.27K | 21.72% | $205.14M |
| Wallace capital management | 165.28K | 19.69% | $144.11M |
| Southeastern asset management inc/tn/ | 59.06K | 2.43% | $51.49M |
| Insight inv | 2.72K | 1.65% | $2.38M |
| Delphi management inc /ma/ | 1.63K | 1.38% | $1.42M |
| Bronte capital management pty | 16.38K | 1.32% | $16.74M |
| Beacon investment advisors | 2.91K | 1.19% | $2.54M |
| Ami investment management | 4.19K | 1.19% | $3.65M |
| Steinberg asset management | 1.58K | 1.02% | $1.38M |
| Autumn glory partners | 2.17K | 0.93% | $1.89M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 30.71K | 0.01% | 30.71K |
| Ubs group | 12.20K | 0.00% | 9.81K |
| Norges bank | 9.36K | 0.00% | 9.36K |
| Arrowstreet capital, limited partnership | 18.84K | 0.01% | 8.62K |
| Hrt financial lp | 6.04K | 0.03% | 5.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 335.63K | 0.01% | -20.50K |
| Southeastern asset management inc/tn/ | 59.06K | 2.43% | -13.75K |
| Cetera investment advisers | 364.00 | 0.00% | -9.80K |
| American century companies | 4.07K | 0.00% | -6.80K |
| Seizert capital partners | 12.59K | 0.50% | -6.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 30.71K | 0.01% | 30.71K | $26.77M |
| Norges bank | 9.36K | 0.00% | 9.36K | $8.16M |
| Captrust financial advisors | 2.39K | 0.01% | 2.39K | $2.08M |
| Landscape capital management | 1.88K | 0.17% | 1.88K | $1.64M |
| Forum financial management, lp | 1.74K | 0.03% | 1.74K | $1.52M |
Sold Out
| Holder | Change |
|---|---|
| Hm payson | -1.00 |
| Capital performance advisors llp | -4.00 |
| First horizon advisors | -4.00 |
| Planned solutions | -4.00 |
| Farther finance advisors | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 199 | -22.57% | 1,681,390 | -35.93% | 38 | 1.06% | 81 | -17.35% | 72 | -30.77% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Public Indonesia Select | 324.00K | 7.48% | 323.60K |
| iShares Core S&P Mid-Cap ETF | 109.95K | 2.52% | 40.00 |
| Vanguard US Total Market Shares ETF | 103.55K | 2.37% | 6.53K |
| Vanguard Total Stock Mkt Idx Inv | 94.52K | 2.18% | 99.00 |
| DFA US Small Cap Value I | 90.49K | 2.08% | -300.00 |
| iShares Russell 2000 ETF | 85.21K | 1.95% | -715.00 |
| Vanguard Small Cap Index | 77.43K | 1.78% | 63.00 |
| Spiltan Globalfond Investmentbolag | 69.88K | 1.60% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 51.33K | 1.18% | 81.00 |
| Vanguard Small Cap Value Index Inv | 51.00K | 1.18% | -175.00 |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
GHC Ownership FAQ
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