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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, Q3 2023

Institutional positions in Graham Corp as of Sep 30, 2023. 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
68
+7 vs. Q2 2023
Shares held
7.45M
+79.5K (+1.1%) vs. Q2 2023
Total value
$123.7M
+$25.9M (+26.5%) vs. Q2 2023
New holders
7
24 more added
Sold out
0
20 more reduced

Compare with Q2 2023: 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 holdersQ3 2023: 68 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 heldQ3 2023: $123.7M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Graham Corp; share changes are against Q2 2023.

Institutions holding GHM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Brandes Investment Partners, LP1,190,346$19.8M0.39%+35,407+3.1%Added
Royce & Associates LP603,511$10.0M0.10%+6,500+1.1%Added
Vanguard Group Inc542,059$9.00M0.00%00.0%Unchanged
Dimensional Fund Advisors LP419,000$6.96M0.00%+13,735+3.4%Added
Renaissance Technologies LLC400,868$6.65M0.01%+60,564+17.8%Added
Wasatch Advisors Inc391,603$6.50M0.04%−148,959−27.6%Reduced
Gamco Investors, Inc. Et Al298,935$4.96M0.06%+14,268+5.0%Added
First Eagle Investment Management, LLC263,275$4.37M0.01%+33,599+14.6%Added
Franklin Resources Inc256,146$4.25M0.00%00.0%Unchanged
Azarias Capital Management, L.P.252,010$4.18M2.07%−41,390−14.1%Reduced
Diamond Hill Capital Management Inc216,013$3.59M0.02%+17,849+9.0%Added
Essex Investment Management Co LLC197,329$3.28M0.53%−3,106−1.5%Reduced
Grace & White Inc189,062$3.14M0.59%00.0%Unchanged
Cobblestone Capital Advisors LLC186,753$3.10M0.23%00.0%Unchanged
BlackRock Inc.175,480$2.91M0.00%−9,319−5.0%Reduced
Kennedy Capital Management, Inc.174,665$2.90M0.07%−24,627−12.4%Reduced
Teton Advisors, Inc.134,000$2.22M0.69%+5,000+3.9%Added
Acadian Asset Management LLC124,295$2.06M0.01%+58,441+88.7%Added
Olstein Capital Management, L.P.105,151$1.75M0.30%−24,709−19.0%Reduced
Geode Capital Management, LLC94,173$1.56M0.00%+6,125+7.0%Added
EAM Investors, LLC90,162$1.50M0.29%00.0%Unchanged
FFG Retirement Advisors LLC77,426$1.29M1.07%−2,500−3.1%Reduced
Arrowstreet Capital, Limited Partnership67,268$1.12M0.00%−1,141−1.7%Reduced
Legato Capital Management LLC64,586$1.07M0.16%−3,829−5.6%Reduced
Morgan Stanley63,405$1.05M0.00%+5,394+9.3%Added
King Luther Capital Management Corp62,908$1.04M0.01%00.0%Unchanged
Ameriprise Financial Inc61,974$1.03M0.00%−553−0.9%Reduced
Bank of New York Mellon Corp59,836$993.3K0.00%−832−1.4%Reduced
Millennium Management LLC48,384$803.2K0.00%−2,692−5.3%Reduced
WealthTrust Axiom LLC43,440$721.1K0.26%+1,500+3.6%Added
Heritage Investors Management Corp42,782$710.0K0.03%−8,524−16.6%Reduced
Citadel Advisors LLC38,753$643.3K0.00%+17,727+84.3%Added
State Street Corp37,241$618.2K0.00%+2,248+6.4%Added
Bridgeway Capital Management, LLC36,795$610.8K0.01%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.35,695$592.5K0.00%+18,608+108.9%Added
US Bancorp35,571$590.5K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC33,003$547.9K0.01%+3,628+12.4%Added
Citigroup Inc32,293$536.1K0.00%+32,293New
Northern Trust Corp30,697$509.6K0.00%−141−0.5%Reduced
Ellsworth Advisors, LLC29,299$482.8K0.17%+231+0.8%Added
Gabelli Funds LLC26,855$445.8K0.00%−3,800−12.4%Reduced
Moors & Cabot, Inc.26,097$433.2K0.03%−14,900−36.3%Reduced
Cooper/Haims Advisors, LLC25,195$418.2K0.33%00.0%Unchanged
American Century Companies Inc24,451$405.9K0.00%00.0%Unchanged
American Capital Management Inc24,250$402.6K0.02%00.0%Unchanged
Ritholtz Wealth Management17,004$282.3K0.01%+3,278+23.9%Added
Squarepoint Ops LLC16,034$266.2K0.00%+16,034New
Susquehanna International Group, LLP12,245$203.3K0.00%+12,245New
Auto-Owners Insurance Co11,000$182.6K0.01%00.0%Unchanged
LPL Financial LLC10,300$171.0K0.00%+100+1.0%Added
Bank of America Corp10,134$168.2K0.00%+2,146+26.9%Added
UBS Group AG7,410$123.0K0.00%−1,111−13.0%Reduced
Royal Bank of Canada6,824$114.0K0.00%+3,549+108.4%Added
Global Retirement Partners, LLC6,151$101.2K0.01%00.0%Unchanged
Barclays PLC5,273$87.5K0.00%+5,273New
Wells Fargo & Company5,074$84.2K0.00%−4,797−48.6%Reduced
Advisor Group Holdings, Inc.3,151$52.3K0.00%+1,216+62.8%Added
Qube Research & Technologies Ltd2,798$46.4K0.00%+2,798New
Proequities, Inc.2,302$38.2K0.00%+2,302New
Tower Research Capital LLC (TRC)1,393$23.1K0.00%+1,115+401.1%Added
Comerica Bank1,045$17.3K0.00%−7,297−87.5%Reduced
Investors Research Corp1,000$16.6K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec367$6.09K0.00%+367New
Rhumbline Advisers354$5.88K0.00%00.0%Unchanged
JPMorgan Chase & Co267$4.43K0.00%+251+1,568.8%Added
GWM Advisors LLC55$9130.00%−41−42.7%Reduced
FMR LLC34$5590.00%00.0%Unchanged
BNP Paribas Arbitrage, SA30$4980.00%00.0%Unchanged