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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 2023

Institutional positions in Graham Corp as of Dec 31, 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
79
+11 vs. Q3 2023
Shares held
7.51M
+61.5K (+0.8%) vs. Q3 2023
Total value
$142.6M
+$18.8M (+15.2%) vs. Q3 2023
New holders
14
26 more added
Sold out
3
20 more reduced

Compare with Q3 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 holdersQ4 2023: 79 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 2023: $142.6M
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 2023

Shares, value and share of portfolio for each institution holding Graham Corp; share changes are against Q3 2023.

Institutions holding GHM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Brandes Investment Partners, LP1,175,564$22.3M0.34%−14,782−1.2%Reduced
Vanguard Group Inc542,059$10.3M0.00%00.0%Unchanged
Royce & Associates LP541,341$10.3M0.09%−62,170−10.3%Reduced
Dimensional Fund Advisors LP438,193$8.31M0.00%+19,193+4.6%Added
Renaissance Technologies LLC368,768$7.00M0.01%−32,100−8.0%Reduced
Wasatch Advisors Inc335,765$6.37M0.04%−55,838−14.3%Reduced
Gamco Investors, Inc. Et Al301,735$5.72M0.06%+2,800+0.9%Added
First Eagle Investment Management, LLC276,896$5.25M0.01%+13,621+5.2%Added
Franklin Resources Inc238,879$4.53M0.00%−17,267−6.7%Reduced
Diamond Hill Capital Management Inc206,879$3.92M0.02%−9,134−4.2%Reduced
BlackRock Inc.205,788$3.90M0.00%+30,308+17.3%Added
Cobblestone Capital Advisors LLC186,753$3.54M0.23%00.0%Unchanged
Essex Investment Management Co LLC177,036$3.36M0.66%−20,293−10.3%Reduced
Kennedy Capital Management, Inc.171,730$3.26M0.07%−2,935−1.7%Reduced
Grace & White Inc159,854$3.03M0.53%−29,208−15.4%Reduced
Acadian Asset Management LLC149,273$2.83M0.01%+24,978+20.1%Added
Teton Advisors, Inc.134,000$2.54M0.83%00.0%Unchanged
Morgan Stanley129,659$2.46M0.00%+66,254+104.5%Added
Azarias Capital Management, L.P.114,367$2.17M0.97%−137,643−54.6%Reduced
Geode Capital Management, LLC96,351$1.83M0.00%+2,178+2.3%Added
Millennium Management LLC83,024$1.57M0.00%+34,640+71.6%Added
FFG Retirement Advisors LLC77,426$1.47M1.13%00.0%Unchanged
Olstein Capital Management, L.P.73,859$1.40M0.24%−31,292−29.8%Reduced
Arrowstreet Capital, Limited Partnership67,268$1.28M0.00%00.0%Unchanged
Legato Capital Management LLC64,586$1.23M0.16%00.0%Unchanged
American Century Companies Inc64,199$1.22M0.00%+39,748+162.6%Added
King Luther Capital Management Corp62,908$1.19M0.01%00.0%Unchanged
Jane Street Group, LLC55,552$1.05M0.00%+55,552New
Ameriprise Financial Inc53,762$1.02M0.00%−8,212−13.3%Reduced
Susquehanna International Group, LLP53,308$1.01M0.00%+41,063+335.3%Added
Bank of America Corp47,188$895.2K0.00%+37,054+365.6%Added
WealthTrust Axiom LLC45,690$866.7K0.29%+2,250+5.2%Added
Punch & Associates Investment Management, Inc.42,900$813.8K0.05%+42,900New
O'Shaughnessy Asset Management, LLC42,861$813.1K0.01%+9,858+29.9%Added
Heritage Investors Management Corp42,360$804.0K0.03%−422−1.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.40,867$775.2K0.00%+5,172+14.5%Added
State Street Corp37,241$706.5K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC36,795$698.0K0.01%00.0%Unchanged
Laurion Capital Management LP35,281$669.3K0.02%+35,281New
Citigroup Inc34,743$659.1K0.00%+2,450+7.6%Added
Northern Trust Corp32,570$617.9K0.00%+1,873+6.1%Added
EAM Investors, LLC31,464$596.9K0.11%−58,698−65.1%Reduced
Qube Research & Technologies Ltd30,710$582.6K0.00%+27,912+997.6%Added
Ellsworth Advisors, LLC29,648$562.4K0.18%+349+1.2%Added
Balyasny Asset Management LLC27,852$528.4K0.00%+27,852New
Moors & Cabot, Inc.26,097$495.1K0.03%00.0%Unchanged
US Bancorp25,863$490.6K0.00%−9,708−27.3%Reduced
Cooper/Haims Advisors, LLC25,195$477.9K0.27%00.0%Unchanged
American Capital Management Inc24,250$460.0K0.02%00.0%Unchanged
Man Group plc22,005$417.4K0.00%+22,005New
Goldman Sachs Group Inc20,714$392.9K0.00%+20,714New
Barclays PLC20,500$388.9K0.00%+15,227+288.8%Added
Ritholtz Wealth Management20,226$383.7K0.01%+3,222+18.9%Added
Gabelli Funds LLC20,196$383.1K0.00%−6,659−24.8%Reduced
Quadrature Capital Ltd17,092$324.7K0.01%+17,092New
ExodusPoint Capital Management, LP14,821$281.0K0.00%+14,821New
JPMorgan Chase & Co13,203$250.5K0.00%+12,936+4,844.9%Added
683 Capital Management, LLC12,473$236.6K0.02%+12,473New
Auto-Owners Insurance Co11,000$208.7K0.01%00.0%Unchanged
LPL Financial LLC10,300$195.4K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC9,935$188.5K0.00%+9,935New
Hillsdale Investment Management Inc.8,500$161.2K0.01%+8,500New
Victory Capital Management Inc7,807$148.1K0.00%+7,807New
UBS Group AG7,529$142.8K0.00%+119+1.6%Added
Proequities, Inc.7,486$142.0K0.01%+5,184+225.2%Added
Royal Bank of Canada7,434$141.0K0.00%+610+8.9%Added
Global Retirement Partners, LLC6,151$122.5K0.01%00.0%Unchanged
Wells Fargo & Company3,978$75.5K0.00%−1,096−21.6%Reduced
Advisor Group Holdings, Inc.2,871$54.5K0.00%−280−8.9%Reduced
Investors Research Corp1,000$19.0K0.00%00.0%Unchanged
Comerica Bank969$18.4K0.00%−76−7.3%Reduced
GWM Advisors LLC700$13.3K0.00%+645+1,172.7%Added
Point72 Asia (Singapore) Pte. Ltd.403$7.64K0.00%+403New
Federation des caisses Desjardins du Quebec367$6.96K0.00%00.0%Unchanged
Rhumbline Advisers354$6.71K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)200$3.79K0.00%−1,193−85.6%Reduced
FMR LLC114$2.17K0.00%+80+235.3%Added
BNP Paribas Arbitrage, SA30$5690.00%00.0%Unchanged
Lazard Asset Management LLC52$00.00%+52New
Bank of New York Mellon Corp0$00.00%−59,836−100.0%Sold out
Citadel Advisors LLC0$00.00%−38,753−100.0%Sold out
Squarepoint Ops LLC0$00.00%−16,034−100.0%Sold out