Graham Ownership | Who Owns Graham?

Overview RevenueFinancials Chart Transcripts

Graham Ownership Summary

Graham is owned by 50.23% institutional investors, 5.88% insiders, and 43.89% retail investors. Brandes investment partners, lp is the largest institutional shareholder, holding 10.14% 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	50.23%	5.88%	43.89%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Industry	Industrial Machinery Stocks	57.70%	9.34%	32.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Brandes investment partners, lp	1.10M	10.14%	$49.09M
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
Teton advisors	68.00K	1.55%	$3.02M
Essex investment management	140.72K	1.13%	$6.26M
Brandes investment partners, lp	1.10M	0.55%	$49.09M
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
Ellsworth advisors	23.11K	0.27%	$1.03M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	658.10K	0.00%	462.46K
Invesco	158.37K	0.00%	148.34K
American century companies	137.66K	0.00%	79.67K
Renaissance	375.37K	0.02%	29.90K
Arrowstreet capital, limited partnership	34.84K	0.00%	27.74K

Top Sellers

Holder	Shares	% Assets	Change
Franklin resources	63.45K	0.00%	-58.81K
Millennium management	7.54K	0.00%	-57.82K
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
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
Entrypoint capital	6.78K	0.13%	6.78K	$301.37K

Sold Out

Holder	Change
Parallel advisors	-9.00
Allspring global investments	-83.00
Macquarie group	-387.00
King luther capital management	-496.00
Concourse financial group securities	-554.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	81	19.12%	7,514,715	0.82%	69	1.42%	38	22.58%	22	10.00%

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 Small Cap Opportunity I	318.57K	2.92%	3.30K
First Eagle US Small Cap Strategy	315.27K	2.90%	-3.42K
iShares Russell 2000 ETF	267.79K	2.46%	-2.31K
Brandes Global Small Cap Equity Cl F	210.38K	1.93%	-
Brandes Small Cap Value R6	186.16K	1.71%	32.85K
Avantis US Small Cap Value ETF	170.56K	1.56%	570.00
Vanguard Institutional Extnd Mkt Idx Tr	160.70K	1.47%	290.00
Royce Micro Cap Trust	149.85K	1.38%	-

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
2024 Q2	-	-
2023 Q2	-	-
2023 Q1	1	-
2022 Q3	2	-
2022 Q2	-	-

GHM Ownership FAQ

Who Owns Graham?

Graham shareholders are primarily institutional investors at 50.23%, followed by 5.88% insiders and 43.89% retail investors. The average institutional ownership in Graham's industry, Industrial Machinery Stocks, is 57.70%, which Graham falls below.

Who owns the most shares of Graham?

Graham’s largest shareholders are Brandes investment partners, lp (1.1M shares, 10.14%), Blackrock funding, inc. /de (770.7K shares, 7.08%), and Blackrock (658.1K shares, 6.13%). Together, they hold 23.34% 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.

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