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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 2024

Institutional positions in Graham Corp as of Sep 30, 2024. 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
111
+8 vs. Q2 2024
Shares held
8.34M
+826.0K (+11.0%) vs. Q2 2024
Total value
$247.4M
+$35.7M (+16.9%) vs. Q2 2024
New holders
21
37 more added
Sold out
13
36 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 111 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 2024: $247.4M
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 2024

Shares, value and share of portfolio for each institution holding Graham Corp; share changes are against Q2 2024.

Institutions holding GHM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.8$2370.00%+8New
Sterling Capital Management LLC11$3250.00%+11New
Broadwater Capital Management LLC16$4730.00%00.0%Unchanged
Nisa Investment Advisors, LLC33$9760.00%+33New
Lazard Asset Management LLC40$1.00K0.00%−4,243−99.1%Reduced
Covestor Ltd32$1.00K0.00%+32New
Federated Hermes, Inc.50$1.48K0.00%+50New
Advisor Group Holdings, Inc.75$2.22K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC83$2.46K0.00%+83New
Venturi Wealth Management, LLC171$5.06K0.00%+171New
nVerses Capital, LLC200$5.92K0.00%−1,100−84.6%Reduced
FMR LLC211$6.25K0.00%+91+75.8%Added
CWM, LLC241$7.00K0.00%+241New
Amalgamated Bank355$11.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.447$13.2K0.00%+60+15.5%Added
Comerica Bank633$18.7K0.00%+107+20.3%Added
Tower Research Capital LLC (TRC)651$19.3K0.00%+651New
California State Teachers Retirement System743$22.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,004$29.7K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.1,101$32.6K0.00%00.0%Unchanged
Legal & General Group Plc2,063$61.0K0.00%00.0%Unchanged
SG Americas Securities, LLC3,773$112.0K0.00%+3,773New
New York State Common Retirement Fund4,200$124.3K0.00%00.0%Unchanged
Global Retirement Partners, LLC4,808$142.3K0.00%−530−9.9%Reduced
BNP Paribas Arbitrage, SA5,096$150.8K0.00%+1,374+36.9%Added
Corebridge Financial, Inc.5,481$162.2K0.00%−34−0.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.5,633$166.7K0.00%+5,633New
Royal Bank of Canada5,667$169.0K0.00%+783+16.0%Added
Allworth Financial LP5,811$171.9K0.00%00.0%Unchanged
MetLife Investment Management6,012$177.9K0.00%+3,388+129.1%Added
Wells Fargo & Company6,245$184.8K0.00%−9,462−60.2%Reduced
CIBC Private Wealth Group, LLC6,288$186.1K0.00%+6,288New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6,833$202.2K0.00%+327+5.0%Added
Arrowstreet Capital, Limited Partnership7,095$209.9K0.00%−52,375−88.1%Reduced
Susquehanna International Group, LLP7,264$214.9K0.00%+7,264New
Citigroup Inc7,402$219.0K0.00%+5,172+231.9%Added
Exchange Traded Concepts, LLC7,612$225.2K0.01%+2,774+57.3%Added
SEI Investments Co8,486$251.1K0.00%−7,392−46.6%Reduced
Los Angeles Capital Management LLC8,491$251.2K0.00%+8,491New
Algert Global LLC8,510$251.8K0.01%+8,510New
Principal Financial Group Inc8,981$265.7K0.00%+8,981New
Envestnet Asset Management Inc8,984$265.8K0.00%+8,984New
Squarepoint Ops LLC8,992$266.1K0.00%+8,992New
Cooper/Haims Advisors, LLC9,384$277.7K0.15%00.0%Unchanged
Deutsche Bank AG9,447$279.5K0.00%+2,295+32.1%Added
XTX Topco Ltd9,551$282.6K0.02%+513+5.7%Added
HighTower Advisors, LLC9,665$287.0K0.00%+9,665New
Rhumbline Advisers9,743$288.3K0.00%−1,351−12.2%Reduced
Invesco Ltd.10,029$296.8K0.00%−3,089−23.5%Reduced
Auto-Owners Insurance Co11,000$325.5K0.01%00.0%Unchanged
Navellier & Associates Inc11,030$326.4K0.04%−7,825−41.5%Reduced
LPL Financial LLC13,546$400.8K0.00%+895+7.1%Added
Bank of America Corp15,076$446.1K0.00%+1,054+7.5%Added
UBS Group AG15,305$452.9K0.00%+2,048+15.4%Added
Barclays PLC15,498$458.6K0.00%+4,145+36.5%Added
Gabelli Funds LLC15,896$470.4K0.00%−1,500−8.6%Reduced
US Bancorp17,104$506.1K0.00%+41+0.2%Added
STRS Ohio18,300$541.5K0.00%00.0%Unchanged
Ritholtz Wealth Management18,434$545.5K0.02%−3,496−15.9%Reduced
Nuveen Asset Management, LLC19,191$567.9K0.00%−17,944−48.3%Reduced
Atria Investments LLC21,492$635.9K0.01%−4,592−17.6%Reduced
American Capital Management Inc23,250$688.0K0.02%00.0%Unchanged
EAM Investors, LLC23,851$705.8K0.11%−6,394−21.1%Reduced
Bank of New York Mellon Corp24,537$726.0K0.00%−7,579−23.6%Reduced
Sanctuary Advisors, LLC18,298$817.0K0.01%−4,087−18.3%Reduced
Charles Schwab Investment Management Inc29,265$866.0K0.00%+1,065+3.8%Added
Ellsworth Advisors, LLC31,684$937.5K0.24%+320+1.0%Added
Bridgeway Capital Management, LLC32,095$949.7K0.02%−4,700−12.8%Reduced
Goldman Sachs Group Inc32,322$956.4K0.00%−19,199−37.3%Reduced
Citadel Advisors LLC32,740$968.8K0.00%−15,205−31.7%Reduced
Panagora Asset Management Inc35,401$1.05M0.01%+18,751+112.6%Added
Olstein Capital Management, L.P.36,000$1.06M0.18%−1,752−4.6%Reduced
Heritage Investors Management Corp36,598$1.08M0.04%−1,754−4.6%Reduced
Qube Research & Technologies Ltd37,201$1.10M0.00%+3,568+10.6%Added
Wellington Management Group LLP37,265$1.10M0.00%+37,265New
Boothbay Fund Management, LLC38,964$1.15M0.04%+12,895+49.5%Added
JPMorgan Chase & Co38,980$1.15M0.00%+28,863+285.3%Added
WealthTrust Axiom LLC39,901$1.18M0.35%−200−0.5%Reduced
O'Shaughnessy Asset Management, LLC38,216$1.19M0.01%−2,342−5.8%Reduced
Ameriprise Financial Inc44,066$1.30M0.00%00.0%Unchanged
Trexquant Investment LP47,413$1.40M0.02%+15,425+48.2%Added
American Century Companies Inc57,987$1.72M0.00%−36,291−38.5%Reduced
De Lisle Partners LLP63,550$1.88M0.30%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.63,966$1.89M0.01%+9,466+17.4%Added
Legato Capital Management LLC64,711$1.91M0.24%+125+0.2%Added
Millennium Management LLC65,364$1.93M0.00%−74,111−53.1%Reduced
FFG Retirement Advisors LLC69,926$2.07M1.35%−2,500−3.5%Reduced
Punch & Associates Investment Management, Inc.75,106$2.22M0.12%+17,605+30.6%Added
Grace & White Inc76,741$2.27M0.41%−6,288−7.6%Reduced
Northern Trust Corp94,578$2.80M0.00%+58,165+159.7%Added
Teton Advisors, Inc.98,000$2.90M1.30%−2,500−2.5%Reduced
Hillsdale Investment Management Inc.102,272$3.03M0.23%−37,900−27.0%Reduced
Kennedy Capital Management, Inc.122,460$3.62M0.08%−1,554−1.3%Reduced
Franklin Resources Inc122,263$3.79M0.00%−14,122−10.4%Reduced
Morgan Stanley157,945$4.67M0.00%+10,994+7.5%Added
State Street Corp158,611$4.69M0.00%+29,277+22.6%Added
Diamond Hill Capital Management Inc172,267$5.10M0.02%−2,684−1.5%Reduced
G2 Investment Partners Management LLC182,166$5.39M1.53%+86,188+89.8%Added
Cobblestone Capital Advisors LLC187,789$5.56M0.31%00.0%Unchanged
Essex Investment Management Co LLC190,253$5.63M0.98%+620+0.3%Added