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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 221 | $1.30B |
| Q1 2026 | 180 | $708.4M |
| Q4 2025 | 161 | $573.4M |
| Q3 2025 | 159 | $486.7M |
| Q2 2025 | 138 | $426.2M |
| Q1 2025 | 124 | $244.1M |
| Q4 2024 | 134 | $373.5M |
| Q3 2024 | 111 | $247.4M |
| Q2 2024 | 104 | $230.2M |
| Q1 2024 | 92 | $216.2M |
| Q4 2023 | 79 | $142.6M |
| Q3 2023 | 68 | $123.7M |
| Q2 2023 | 61 | $97.8M |
| Q1 2023 | 65 | $93.4M |
| Q4 2022 | 56 | $63.9M |
| Q3 2022 | 51 | $60.0M |
| Q2 2022 | 49 | $47.8M |
| Q1 2022 | 51 | $53.9M |
| Q4 2021 | 57 | $91.8M |
| Q3 2021 | 60 | $85.2M |
| Q2 2021 | 75 | $98.1M |
| Q1 2021 | 81 | $107.6M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Graham Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 52 | $0 | 0.00% | +52 | New |
| BNP Paribas Arbitrage, SA | 30 | $569 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 114 | $2.17K | 0.00% | +80+235.3% | Added |
| Tower Research Capital LLC (TRC) | 200 | $3.79K | 0.00% | −1,193−85.6% | Reduced |
| Rhumbline Advisers | 354 | $6.71K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 367 | $6.96K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 403 | $7.64K | 0.00% | +403 | New |
| GWM Advisors LLC | 700 | $13.3K | 0.00% | +645+1,172.7% | Added |
| Comerica Bank | 969 | $18.4K | 0.00% | −76−7.3% | Reduced |
| Investors Research Corp | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,871 | $54.5K | 0.00% | −280−8.9% | Reduced |
| Wells Fargo & Company | 3,978 | $75.5K | 0.00% | −1,096−21.6% | Reduced |
| Global Retirement Partners, LLC | 6,151 | $122.5K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,434 | $141.0K | 0.00% | +610+8.9% | Added |
| Proequities, Inc. | 7,486 | $142.0K | 0.01% | +5,184+225.2% | Added |
| UBS Group AG | 7,529 | $142.8K | 0.00% | +119+1.6% | Added |
| Victory Capital Management Inc | 7,807 | $148.1K | 0.00% | +7,807 | New |
| Hillsdale Investment Management Inc. | 8,500 | $161.2K | 0.01% | +8,500 | New |
| Cubist Systematic Strategies, LLC | 9,935 | $188.5K | 0.00% | +9,935 | New |
| LPL Financial LLC | 10,300 | $195.4K | 0.00% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 11,000 | $208.7K | 0.01% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 12,473 | $236.6K | 0.02% | +12,473 | New |
| JPMorgan Chase & Co | 13,203 | $250.5K | 0.00% | +12,936+4,844.9% | Added |
| ExodusPoint Capital Management, LP | 14,821 | $281.0K | 0.00% | +14,821 | New |
| Quadrature Capital Ltd | 17,092 | $324.7K | 0.01% | +17,092 | New |
| Gabelli Funds LLC | 20,196 | $383.1K | 0.00% | −6,659−24.8% | Reduced |
| Ritholtz Wealth Management | 20,226 | $383.7K | 0.01% | +3,222+18.9% | Added |
| Barclays PLC | 20,500 | $388.9K | 0.00% | +15,227+288.8% | Added |
| Goldman Sachs Group Inc | 20,714 | $392.9K | 0.00% | +20,714 | New |
| Man Group plc | 22,005 | $417.4K | 0.00% | +22,005 | New |
| American Capital Management Inc | 24,250 | $460.0K | 0.02% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 25,195 | $477.9K | 0.27% | 00.0% | Unchanged |
| US Bancorp | 25,863 | $490.6K | 0.00% | −9,708−27.3% | Reduced |
| Moors & Cabot, Inc. | 26,097 | $495.1K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 27,852 | $528.4K | 0.00% | +27,852 | New |
| Ellsworth Advisors, LLC | 29,648 | $562.4K | 0.18% | +349+1.2% | Added |
| Qube Research & Technologies Ltd | 30,710 | $582.6K | 0.00% | +27,912+997.6% | Added |
| EAM Investors, LLC | 31,464 | $596.9K | 0.11% | −58,698−65.1% | Reduced |
| Northern Trust Corp | 32,570 | $617.9K | 0.00% | +1,873+6.1% | Added |
| Citigroup Inc | 34,743 | $659.1K | 0.00% | +2,450+7.6% | Added |
| Laurion Capital Management LP | 35,281 | $669.3K | 0.02% | +35,281 | New |
| Bridgeway Capital Management, LLC | 36,795 | $698.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 37,241 | $706.5K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 40,867 | $775.2K | 0.00% | +5,172+14.5% | Added |
| Heritage Investors Management Corp | 42,360 | $804.0K | 0.03% | −422−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,861 | $813.1K | 0.01% | +9,858+29.9% | Added |
| Punch & Associates Investment Management, Inc. | 42,900 | $813.8K | 0.05% | +42,900 | New |
| WealthTrust Axiom LLC | 45,690 | $866.7K | 0.29% | +2,250+5.2% | Added |
| Bank of America Corp | 47,188 | $895.2K | 0.00% | +37,054+365.6% | Added |
| Susquehanna International Group, LLP | 53,308 | $1.01M | 0.00% | +41,063+335.3% | Added |
| Ameriprise Financial Inc | 53,762 | $1.02M | 0.00% | −8,212−13.3% | Reduced |
| Jane Street Group, LLC | 55,552 | $1.05M | 0.00% | +55,552 | New |
| King Luther Capital Management Corp | 62,908 | $1.19M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 64,199 | $1.22M | 0.00% | +39,748+162.6% | Added |
| Legato Capital Management LLC | 64,586 | $1.23M | 0.16% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 67,268 | $1.28M | 0.00% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 73,859 | $1.40M | 0.24% | −31,292−29.8% | Reduced |
| FFG Retirement Advisors LLC | 77,426 | $1.47M | 1.13% | 00.0% | Unchanged |
| Millennium Management LLC | 83,024 | $1.57M | 0.00% | +34,640+71.6% | Added |
| Geode Capital Management, LLC | 96,351 | $1.83M | 0.00% | +2,178+2.3% | Added |
| Azarias Capital Management, L.P. | 114,367 | $2.17M | 0.97% | −137,643−54.6% | Reduced |
| Morgan Stanley | 129,659 | $2.46M | 0.00% | +66,254+104.5% | Added |
| Teton Advisors, Inc. | 134,000 | $2.54M | 0.83% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 149,273 | $2.83M | 0.01% | +24,978+20.1% | Added |
| Grace & White Inc | 159,854 | $3.03M | 0.53% | −29,208−15.4% | Reduced |
| Kennedy Capital Management, Inc. | 171,730 | $3.26M | 0.07% | −2,935−1.7% | Reduced |
| Essex Investment Management Co LLC | 177,036 | $3.36M | 0.66% | −20,293−10.3% | Reduced |
| Cobblestone Capital Advisors LLC | 186,753 | $3.54M | 0.23% | 00.0% | Unchanged |
| BlackRock Inc. | 205,788 | $3.90M | 0.00% | +30,308+17.3% | Added |
| Diamond Hill Capital Management Inc | 206,879 | $3.92M | 0.02% | −9,134−4.2% | Reduced |
| Franklin Resources Inc | 238,879 | $4.53M | 0.00% | −17,267−6.7% | Reduced |
| First Eagle Investment Management, LLC | 276,896 | $5.25M | 0.01% | +13,621+5.2% | Added |
| Gamco Investors, Inc. Et Al | 301,735 | $5.72M | 0.06% | +2,800+0.9% | Added |
| Wasatch Advisors Inc | 335,765 | $6.37M | 0.04% | −55,838−14.3% | Reduced |
| Renaissance Technologies LLC | 368,768 | $7.00M | 0.01% | −32,100−8.0% | Reduced |
| Dimensional Fund Advisors LP | 438,193 | $8.31M | 0.00% | +19,193+4.6% | Added |
| Royce & Associates LP | 541,341 | $10.3M | 0.09% | −62,170−10.3% | Reduced |
| Vanguard Group Inc | 542,059 | $10.3M | 0.00% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 1,175,564 | $22.3M | 0.34% | −14,782−1.2% | Reduced |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −59,836−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −38,753−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,034−100.0% | Sold out |