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Institutional Ownership · SEC Form 13F

Who owns Columbus McKinnon (CMCO)


Which tracked institutional funds hold CMCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMCO company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

168
Institutional holders
24M
Shares held (tracked funds)
84.4%
Of shares outstanding

How the tape is positioned

34 tracked funds added or opened CMCO while 39 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CMCO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CMCO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CMCO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 168 tracked filers holding CMCO, 83 increased or opened the position and 116 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CMCO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • CITADEL ADVISORS LLC$3M
  • Numerai GP LLC$1M
  • Squarepoint Ops LLC$1M
  • Polar Asset Management Partners Inc.$1M
  • Walleye Capital LLC$916K
  • Jump Financial, LLC$725K

Full exits 17

  • T. Rowe Price Investment Management, Inc.$10M
  • Hillsdale Investment Management Inc.$5M
  • LSV ASSET MANAGEMENT$4M
  • MACKENZIE FINANCIAL CORP$4M
  • K2 PRINCIPAL FUND, L.P.$1M
  • Access Investment Management LLC$1M

Largest adds

  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$3M
  • Boston Partners$3M
  • Inspire Investing, LLC$2M
  • Stanley Capital Management, LLC$2M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2M

Largest trims

  • AQR CAPITAL MANAGEMENT LLC$6M
  • SEGALL BRYANT & HAMILL, LLC$6M
  • MORGAN STANLEY$6M
  • AMERIPRISE FINANCIAL INC$5M
  • Qube Research & Technologies Ltd$4M
  • RENAISSANCE TECHNOLOGIES LLC$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,457,542$37M10.2%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,918,727$29M8.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,268,272$19M5.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,216,407$18M5.0%2026-Q2
Blue Grotto Capital, LLC added1,007,070$15M4.2%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added877,915$13M3.6%2026-Q2
Stanley Capital Management, LLC added855,000$13M3.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added747,733$11M3.1%2026-Q2
Diameter Capital Partners LP715,783$11M3.0%2026-Q2
CastleKnight Management LP added715,400$11M3.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed663,076$10M2.8%2026-Q2
STATE STREET CORP trimmed618,345$9M2.6%2026-Q2
HEARTLAND ADVISORS INC trimmed544,750$8M2.3%2026-Q2
VAN DEN BERG MANAGEMENT I, INC added534,610$8M2.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added523,208$8M2.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed514,907$8M2.1%2026-Q2
MORGAN STANLEY trimmed454,794$7M1.9%2026-Q2
Boston Partners added420,310$6M1.7%2026-Q2
First Eagle Investment Management, LLC added412,036$6M1.7%2026-Q2
Bernzott Capital Advisors trimmed397,294$6M1.6%2026-Q2
MARSHALL WACE, LLP trimmed324,297$5M1.3%2026-Q2
ESSEX INVESTMENT MANAGEMENT CO LLC added278,316$4M1.2%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed276,238$4M1.1%2026-Q2
Empowered Funds, LLC added265,105$4M1.1%2026-Q2
NORTHERN TRUST CORP added242,466$4M1.0%2026-Q2
Bank of New York Mellon Corp added242,396$4M1.0%2026-Q2
Front Street Capital Management, Inc. added229,573$3M1.0%2026-Q2
CITADEL ADVISORS LLC added219,177$3M0.9%2026-Q2
GOLDMAN SACHS GROUP INC trimmed212,466$3M0.9%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added210,322$3M0.9%2026-Q2
UBS Group AG trimmed204,935$3M0.9%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed201,538$3M0.8%2026-Q2
CM Management, LLC added200,000$3M0.8%2026-Q2
Inspire Investing, LLC added197,180$3M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added189,601$3M0.8%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed149,209$2M0.6%2026-Q2
RBF Capital, LLC143,200$2M0.6%2026-Q2
ISTHMUS PARTNERS, LLC added134,697$2M0.6%2026-Q2
FRANKLIN RESOURCES INC added130,498$2M0.5%2026-Q2
SEI INVESTMENTS CO trimmed108,889$2M0.5%2026-Q2
JANE STREET GROUP, LLC trimmed107,032$2M0.4%2026-Q2
Creative Planning trimmed102,063$2M0.4%2026-Q2
Legato Capital Management LLC added93,433$1M0.4%2026-Q2
Quantinno Capital Management LP trimmed92,807$1M0.4%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed90,928$1M0.4%2026-Q2
D. E. Shaw & Co., Inc. trimmed87,536$1M0.4%2026-Q2
Nuveen, LLC trimmed85,138$1M0.4%2026-Q2
Allspring Global Investments Holdings, LLC added84,863$1M0.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added82,842$1M0.3%2026-Q2
Numerai GP LLC added82,561$1M0.3%2026-Q2
Squarepoint Ops LLC trimmed80,983$1M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ added79,648$1M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed77,591$1M0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed77,287$1M0.3%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed76,510$1M0.3%2026-Q2
Palogic Value Management, L.P. added75,102$1M0.3%2026-Q2
Invesco Ltd. trimmed75,046$1M0.3%2026-Q2
Odyssean, LLC added73,022$1M0.3%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A.71,887$1M0.3%2026-Q2
WELLS FARGO & COMPANY/MN added69,382$1M0.3%2026-Q2
Polar Asset Management Partners Inc. added68,600$1M0.3%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added62,255$942K0.3%2026-Q2
Engineers Gate Manager LP trimmed62,203$941K0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added60,643$918K0.3%2026-Q2
Walleye Capital LLC trimmed60,548$916K0.3%2026-Q2
IEQ CAPITAL, LLC trimmed59,126$895K0.2%2026-Q2
XTX Topco Ltd added58,058$878K0.2%2026-Q2
HSBC HOLDINGS PLC added53,933$797K0.2%2026-Q2
Pacific Ridge Capital Partners, LLC added52,197$790K0.2%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.51,500$779K0.2%2026-Q2
Orion Porfolio Solutions, LLC added50,175$759K0.2%2026-Q2
Jump Financial, LLC added47,895$725K0.2%2026-Q2
EntryPoint Capital, LLC trimmed46,546$704K0.2%2026-Q2
Qube Research & Technologies Ltd trimmed45,537$689K0.2%2026-Q2
READYSTATE ASSET MANAGEMENT LP new44,632$675K0.2%2026-Q2
SummerHaven Investment Management, LLC43,525$659K0.2%2026-Q2
RHUMBLINE ADVISERS added37,318$565K0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed35,524$537K0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added31,981$484K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added31,590$459K0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added31,379$475K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added28,993$439K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed28,211$374K0.1%2026-Q2
Voleon Capital Management LP added27,370$414K0.1%2026-Q2
DEUTSCHE BANK AG\ added26,074$394K0.1%2026-Q2
Mariner, LLC trimmed23,777$360K0.1%2026-Q2
CAXTON ASSOCIATES LLP trimmed22,574$342K0.1%2026-Q2
Quadrature Capital Ltd added21,587$327K0.1%2026-Q2
Aquatic Capital Management LLC trimmed20,098$304K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added19,714$298K0.1%2026-Q2
Caprock Group, LLC added19,687$298K0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC added19,139$290K0.1%2026-Q2
Russell Investments Group, Ltd. added18,290$277K0.1%2026-Q2
BARCLAYS PLC trimmed17,980$272K0.1%2026-Q2
CITIGROUP INC added16,621$251K0.1%2026-Q2
Cerity Partners LLC trimmed15,805$239K0.1%2026-Q2
MetLife Investment Management, LLC added15,446$234K0.1%2026-Q2
Pinnacle Financial Partners, Inc. trimmed15,095$228K0.1%2026-Q2
FMR LLC trimmed14,544$220K0.1%2026-Q2
OSAIC HOLDINGS, INC. trimmed14,375$218K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership