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Livermore
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Graham Corp

GHM
Exchange
NYSE
Industry
General Industrial Machinery & Equipment
SEC CIK
0000716314

In the last 90 days, Graham Corp insiders filed 1 open-market purchase and 0 sales; 221 institutions reported holding it in 13F filings for Q2 2026, worth $1.30B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Graham Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
56
+5 vs. Q3 2022
Shares held
6.65M
−193.6K (−2.8%) vs. Q3 2022
Total value
$63.9M
+$3.82M (+6.4%) vs. Q3 2022
New holders
9
12 more added
Sold out
4
20 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GHM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 56 institutions
Q1 2021: 81 institutionsQ2 2021: 75 institutionsQ3 2021: 60 institutionsQ4 2021: 57 institutionsQ1 2022: 51 institutionsQ2 2022: 49 institutionsQ3 2022: 51 institutionsQ4 2022: 56 institutionsQ1 2023: 65 institutionsQ2 2023: 61 institutionsQ3 2023: 68 institutionsQ4 2023: 79 institutionsQ1 2024: 92 institutionsQ2 2024: 104 institutionsQ3 2024: 111 institutionsQ4 2024: 134 institutionsQ1 2025: 124 institutionsQ2 2025: 138 institutionsQ3 2025: 159 institutionsQ4 2025: 161 institutionsQ1 2026: 180 institutionsQ2 2026: 221 institutions
Value heldQ4 2022: $63.9M
Q1 2021: $107.6MQ2 2021: $98.1MQ3 2021: $85.2MQ4 2021: $91.8MQ1 2022: $53.9MQ2 2022: $47.8MQ3 2022: $60.0MQ4 2022: $63.9MQ1 2023: $93.4MQ2 2023: $97.8MQ3 2023: $123.7MQ4 2023: $142.6MQ1 2024: $216.2MQ2 2024: $230.2MQ3 2024: $247.4MQ4 2024: $373.5MQ1 2025: $244.1MQ2 2025: $426.2MQ3 2025: $486.7MQ4 2025: $573.4MQ1 2026: $708.4MQ2 2026: $1.30B
Institutions holding GHM and their total value by quarter
QuarterHoldersValue
Q2 2026221$1.30B
Q1 2026180$708.4M
Q4 2025161$573.4M
Q3 2025159$486.7M
Q2 2025138$426.2M
Q1 2025124$244.1M
Q4 2024134$373.5M
Q3 2024111$247.4M
Q2 2024104$230.2M
Q1 202492$216.2M
Q4 202379$142.6M
Q3 202368$123.7M
Q2 202361$97.8M
Q1 202365$93.4M
Q4 202256$63.9M
Q3 202251$60.0M
Q2 202249$47.8M
Q1 202251$53.9M
Q4 202157$91.8M
Q3 202160$85.2M
Q2 202175$98.1M
Q1 202181$107.6M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Graham Corp; share changes are against Q3 2022.

Institutions holding GHM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Brandes Investment Partners, LP840,827$8.09M0.23%−241,230−22.3%Reduced
Royce & Associates LP579,640$5.58M0.06%+14,813+2.6%Added
Vanguard Group Inc542,992$5.22M0.00%+102,396+23.2%Added
Azarias Capital Management, L.P.480,710$4.62M4.32%−20,289−4.0%Reduced
American Century Companies Inc464,836$4.47M0.00%−410,988−46.9%Reduced
Dimensional Fund Advisors LP354,396$3.41M0.00%−1,327−0.4%Reduced
Wasatch Advisors Inc333,580$3.21M0.02%+333,580New
Renaissance Technologies LLC292,868$2.82M0.00%−22,900−7.3%Reduced
Grace & White Inc270,114$2.60M0.51%−2,228−0.8%Reduced
Gamco Investors, Inc. Et Al263,381$2.53M0.03%−27,388−9.4%Reduced
Cobblestone Capital Advisors LLC186,753$1.80M0.14%00.0%Unchanged
BlackRock Inc.179,472$1.73M0.00%+679+0.4%Added
Kennedy Capital Management, Inc.178,695$1.72M0.05%−226−0.1%Reduced
Olstein Capital Management, L.P.161,000$1.55M0.24%00.0%Unchanged
Franklin Resources Inc147,409$1.42M0.00%−98,988−40.2%Reduced
Diamond Hill Capital Management Inc135,526$1.30M0.01%+105,794+355.8%Added
Teton Advisors, Inc.112,000$1.08M0.28%00.0%Unchanged
Geode Capital Management, LLC85,309$820.0K0.00%+1,804+2.2%Added
FFG Retirement Advisors LLC79,926$768.9K0.70%+79,926New
Essex Investment Management Co LLC74,136$713.0K0.11%00.0%Unchanged
Morgan Stanley71,580$688.6K0.00%+10,603+17.4%Added
US Bancorp65,716$632.2K0.00%00.0%Unchanged
King Luther Capital Management Corp62,908$605.2K0.00%00.0%Unchanged
Bank of New York Mellon Corp61,907$595.5K0.00%+11,443+22.7%Added
Ameriprise Financial Inc59,492$572.0K0.00%−748−1.2%Reduced
SEI Investments Co52,873$508.6K0.00%−34,727−39.6%Reduced
Heritage Investors Management Corp51,306$494.0K0.02%−3,553−6.5%Reduced
Boston Partners44,604$429.1K0.00%+1,031+2.4%Added
Moors & Cabot, Inc.41,897$403.0K0.03%−2,300−5.2%Reduced
WNY Asset Management, LLC41,550$399.7K0.11%+31,000+293.8%Added
Millennium Management LLC37,731$363.0K0.00%−22,210−37.1%Reduced
State Street Corp36,093$347.2K0.00%00.0%Unchanged
Cooper/Haims Advisors, LLC35,195$339.0K0.24%00.0%Unchanged
Gabelli Funds LLC29,655$285.3K0.00%00.0%Unchanged
Northern Trust Corp28,154$270.8K0.00%−175−0.6%Reduced
Bridgeway Capital Management, LLC24,500$235.7K0.01%+4,800+24.4%Added
American Capital Management Inc24,250$233.3K0.01%−5,000−17.1%Reduced
WealthTrust Axiom LLC20,688$199.0K0.07%+2,981+16.8%Added
Wells Fargo & Company15,267$146.9K0.00%−1,700−10.0%Reduced
Citadel Advisors LLC14,961$143.9K0.00%+14,961New
O'Shaughnessy Asset Management, LLC12,673$121.9K0.00%+12,673New
LPL Financial LLC11,850$114.0K0.00%+11,850New
Auto-Owners Insurance Co11,000$105.8K0.00%+11,000New
Global Retirement Partners, LLC6,151$59.2K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.5,496$52.0K0.00%+5,496New
Victory Capital Management Inc3,009$28.9K0.00%00.0%Unchanged
Bank of America Corp2,013$19.4K0.00%+10+0.5%Added
Investors Research Corp1,000$9.62K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.591$6.00K0.00%00.0%Unchanged
Elkhorn Partners Limited Partnership405$4.00K0.00%+405New
Simplex Trading, LLC327$3.00K0.00%−1,087−76.9%Reduced
FMR LLC55$5320.00%+55New
BNP Paribas Arbitrage, SA30$2890.00%00.0%Unchanged
UBS Group AG21$2020.00%−606−96.7%Reduced
JPMorgan Chase & Co16$00.00%00.0%Unchanged
Ami Investment Management Inc8,544––−811−8.7%Reduced
Ancora Advisors, LLC0$00.00%−33,722−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−10,800−100.0%Sold out
Royal Bank of Canada0$00.00%−7,100−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−748−100.0%Sold out