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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 2024

Institutional positions in Graham Corp as of Dec 31, 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
134
+23 vs. Q3 2024
Shares held
8.40M
+54.2K (+0.6%) vs. Q3 2024
Total value
$373.5M
+$126.1M (+51.0%) vs. Q3 2024
New holders
26
42 more added
Sold out
3
50 more reduced

Compare with Q3 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 holdersQ4 2024: 134 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 2024: $373.5M
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 2024

Shares, value and share of portfolio for each institution holding Graham Corp; share changes are against Q3 2024.

Institutions holding GHM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc0$890.00%0New
Parallel Advisors, LLC9$4000.00%+9New
Sterling Capital Management LLC11$4890.00%00.0%Unchanged
Broadwater Capital Management LLC16$7120.00%00.0%Unchanged
EverSource Wealth Advisors, LLC16$7120.00%+16New
SBI Securities Co., Ltd.20$8890.00%+20New
Nisa Investment Advisors, LLC33$1.47K0.00%00.0%Unchanged
GAMMA Investing LLC42$1.87K0.00%+42New
Federated Hermes, Inc.63$2.80K0.00%+13+26.0%Added
Advisor Group Holdings, Inc.80$3.56K0.00%+5+6.7%Added
Covestor Ltd88$4.00K0.00%+56+175.0%Added
New York State Teachers Retirement System100$4.00K0.00%+100New
Comerica Bank93$4.14K0.00%−540−85.3%Reduced
Quest Partners LLC103$4.58K0.00%+103New
Federation des caisses Desjardins du Quebec140$6.23K0.00%+140New
Venturi Wealth Management, LLC171$7.61K0.00%00.0%Unchanged
Simplex Trading, LLC223$9.00K0.00%+223New
FMR LLC236$10.5K0.00%+25+11.8%Added
R Squared Ltd280$12.5K0.01%+280New
CWM, LLC305$14.0K0.00%+64+26.6%Added
Ronald Blue Trust, Inc.352$15.7K0.00%+352New
Amalgamated Bank355$16.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.374$16.6K0.00%−73−16.3%Reduced
Lazard Asset Management LLC450$20.0K0.00%+410+1,025.0%Added
Itau Unibanco Holding S.A.458$20.4K0.00%−643−58.4%Reduced
Tower Research Capital LLC (TRC)459$20.4K0.00%−192−29.5%Reduced
Meeder Asset Management Inc701$31.2K0.00%+701New
California State Teachers Retirement System743$33.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,004$44.6K0.00%00.0%Unchanged
Jones Financial Companies LLLP1,004$44.6K0.00%+1,004New
Russell Investments Group, Ltd.1,450$64.5K0.00%+1,442+18,025.0%Added
BNP Paribas Arbitrage, SA1,819$80.9K0.00%−3,277−64.3%Reduced
Police & Firemen's Retirement System of New Jersey2,061$91.7K0.00%+2,061New
Legal & General Group Plc2,599$115.6K0.00%+536+26.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,688$127.0K0.00%−4,145−60.7%Reduced
Royal Bank of Canada3,011$133.0K0.00%−2,656−46.9%Reduced
Deutsche Bank AG3,645$162.1K0.00%−5,802−61.4%Reduced
State of Tennessee, Treasury Department3,859$171.6K0.00%+3,859New
New York State Common Retirement Fund4,200$186.8K0.00%00.0%Unchanged
Baader Bank INC4,562$202.6K0.02%+4,562New
Verition Fund Management LLC4,600$204.6K0.00%+4,600New
Cornerstone Investment Partners, LLC4,705$209.2K0.01%+4,705New
Global Retirement Partners, LLC4,808$213.8K0.01%00.0%Unchanged
Corton Capital Inc.4,946$219.9K0.13%+4,946New
SG Americas Securities, LLC4,949$220.0K0.00%+1,176+31.2%Added
Corebridge Financial, Inc.5,097$226.7K0.00%−384−7.0%Reduced
Commonwealth Equity Services, LLC5,797$258.0K0.00%+5,797New
Mirae Asset Global ETFs Holdings Ltd.5,861$260.6K0.00%+228+4.0%Added
Wells Fargo & Company5,891$262.0K0.00%−354−5.7%Reduced
MetLife Investment Management6,012$267.4K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC6,288$271.6K0.00%00.0%Unchanged
Allworth Financial LP5,811$272.8K0.00%00.0%Unchanged
Two Sigma Investments, LP6,273$279.0K0.00%+6,273New
Globeflex Capital L P6,752$300.3K0.03%+6,752New
EntryPoint Capital, LLC6,777$301.4K0.13%+6,777New
Susquehanna International Group, LLP7,006$311.6K0.00%−258−3.6%Reduced
US Bancorp7,179$319.3K0.00%−9,925−58.0%Reduced
Advisors Asset Management, Inc.7,463$331.9K0.01%+7,463New
Millennium Management LLC7,541$335.3K0.00%−57,823−88.5%Reduced
Algert Global LLC7,910$351.8K0.01%−600−7.1%Reduced
Citigroup Inc8,213$365.2K0.00%+811+11.0%Added
Cooper/Haims Advisors, LLC8,384$372.8K0.21%−1,000−10.7%Reduced
Envestnet Asset Management Inc8,623$383.5K0.00%−361−4.0%Reduced
XTX Topco Ltd9,465$420.9K0.04%−86−0.9%Reduced
HighTower Advisors, LLC9,731$432.7K0.00%+66+0.7%Added
Principal Financial Group Inc9,941$442.1K0.00%+960+10.7%Added
Rhumbline Advisers10,397$462.3K0.00%+654+6.7%Added
Auto-Owners Insurance Co11,000$489.2K0.01%00.0%Unchanged
Prescott Group Capital Management, L.L.C.11,536$513.0K0.07%+11,536New
STRS Ohio13,400$595.9K0.00%−4,900−26.8%Reduced
Ritholtz Wealth Management14,209$631.9K0.02%−4,225−22.9%Reduced
Gabelli Funds LLC14,896$662.4K0.00%−1,000−6.3%Reduced
Sanctuary Advisors, LLC14,401$666.2K0.00%−3,897−21.3%Reduced
EAM Investors, LLC15,397$684.7K0.10%−8,454−35.4%Reduced
Barclays PLC16,739$744.4K0.00%+1,241+8.0%Added
Raymond James Financial Inc18,304$814.0K0.00%+18,304New
LPL Financial LLC18,315$814.5K0.00%+4,769+35.2%Added
Bank of America Corp18,499$822.7K0.00%+3,423+22.7%Added
Los Angeles Capital Management LLC18,805$836.3K0.00%+10,314+121.5%Added
Bridgeway Capital Management, LLC18,995$844.7K0.02%−13,100−40.8%Reduced
Nuveen Asset Management, LLC19,191$853.4K0.00%00.0%Unchanged
Atria Investments LLC19,809$880.9K0.01%−1,683−7.8%Reduced
Ellsworth Advisors, LLC23,109$1.03M0.27%−8,575−27.1%Reduced
American Capital Management Inc23,250$1.03M0.04%00.0%Unchanged
Citadel Advisors LLC24,402$1.09M0.00%−8,338−25.5%Reduced
Olstein Capital Management, L.P.25,500$1.13M0.20%−10,500−29.2%Reduced
Navellier & Associates Inc26,893$1.20M0.14%+15,863+143.8%Added
Bank of New York Mellon Corp26,951$1.20M0.00%+2,414+9.8%Added
Charles Schwab Investment Management Inc28,491$1.27M0.00%−774−2.6%Reduced
O'Shaughnessy Asset Management, LLC28,980$1.29M0.01%−9,236−24.2%Reduced
Exchange Traded Concepts, LLC29,788$1.32M0.03%+22,176+291.3%Added
Boothbay Fund Management, LLC30,393$1.35M0.04%−8,571−22.0%Reduced
Squarepoint Ops LLC30,393$1.35M0.00%+21,401+238.0%Added
UBS Group AG31,130$1.38M0.00%+15,825+103.4%Added
Arrowstreet Capital, Limited Partnership34,839$1.55M0.00%+27,744+391.0%Added
Heritage Investors Management Corp36,448$1.62M0.05%−150−0.4%Reduced
Wellington Management Group LLP37,267$1.66M0.00%+20.0%Added
WealthTrust Axiom LLC37,380$1.66M0.50%−2,521−6.3%Reduced
Goldman Sachs Group Inc39,681$1.76M0.00%+7,359+22.8%Added
Legato Capital Management LLC42,114$1.87M0.24%−22,597−34.9%Reduced