Who owns Graham (GHM)
Which tracked institutional funds hold GHM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GHM 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.
How the tape is positioned
The tracked-fund tape on GHM is one-sided between 2026-Q1 and 2026-Q2: 162 added or opened and 42 trimmed or exited — on balance accumulating.
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
GHM’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 GHM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GHM 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 406 tracked filers holding GHM, 145 increased or opened the position and 145 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 GHM 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 24
- SEGALL BRYANT & HAMILL, LLC$22M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$18M
- NEXT CENTURY GROWTH INVESTORS LLC$7M
- Lisanti Capital Growth, LLC$5M
- Moody Aldrich Partners LLC$5M
- Jupiter Topco LLC$2M
Full exits 16
- HENNESSY ADVISORS INC$10M
- PHILADELPHIA TRUST CO$6M
- Kingsview Wealth Management, LLC$3M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$3M
- HERITAGE INVESTORS MANAGEMENT CORP$3M
- PANAGORA ASSET MANAGEMENT INC$2M
Largest adds
- BlackRock, Inc.$272M
- VICTORY CAPITAL MANAGEMENT INC$44M
- BRANDES INVESTMENT PARTNERS, LP$41M
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- DIMENSIONAL FUND ADVISORS LP$32M
- GEODE CAPITAL MANAGEMENT, LLC$29M
Largest trims
- MILLENNIUM MANAGEMENT LLC$10M
- SOUTHEASTERN ASSET MANAGEMENT INC/TN/$7M
- NORGES BANK$5M
- DEUTSCHE BANK AG\$5M
- AMERICAN CENTURY COMPANIES INC$4M
- FMR 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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP trimmed | 1,079,699 | $134M | 3.8% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 446,392 | $55M | 1.6% | 2026-Q2 |
| BlackRock, Inc. added | 425,251 | $485M | 13.8% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 364,800 | $45M | 1.3% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 293,232 | $36M | 1.0% | 2026-Q2 |
| Madison Avenue Partners, LP added | 246,368 | $281M | 8.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 236,999 | $271M | 7.7% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 221,907 | $27M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 207,768 | $26M | 0.7% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 194,113 | $24M | 0.7% | 2026-Q2 |
| AGMAN CAPITAL LLC trimmed | 181,035 | $22M | 0.6% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 180,294 | $22M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 178,055 | $22M | 0.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 174,802 | $200M | 5.7% | 2026-Q2 |
| Wallace Capital Management Inc. added | 156,376 | $178M | 5.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 144,585 | $165M | 4.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 143,494 | $18M | 0.5% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 142,692 | $18M | 0.5% | 2026-Q2 |
| Portolan Capital Management, LLC added | 136,925 | $17M | 0.5% | 2026-Q2 |
| STATE STREET CORP added | 127,799 | $146M | 4.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 127,051 | $16M | 0.4% | 2026-Q2 |
| Catawba River Capital trimmed | 117,556 | $15M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 104,069 | $13M | 0.4% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 103,998 | $13M | 0.4% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 93,405 | $12M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 92,463 | $106M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 90,982 | $104M | 3.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 90,131 | $103M | 2.9% | 2026-Q2 |
| De Lisle Partners LLP | 89,916 | $11M | 0.3% | 2026-Q2 |
| WASATCH ADVISORS LP added | 85,103 | $11M | 0.3% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 80,536 | $10M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 77,263 | $10M | 0.3% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 73,340 | $9M | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 67,846 | $8M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 64,647 | $74M | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 62,032 | $8M | 0.2% | 2026-Q2 |
| NEXT CENTURY GROWTH INVESTORS LLC new | 60,499 | $7M | 0.2% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. added | 58,389 | $7M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 57,321 | $7M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC added | 56,303 | $7M | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 55,217 | $7M | 0.2% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC added | 52,050 | $6M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 44,948 | $6M | 0.2% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 44,605 | $6M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 42,007 | $48M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 40,801 | $47M | 1.3% | 2026-Q2 |
| Lisanti Capital Growth, LLC new | 39,005 | $5M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 38,768 | $5M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC new | 38,132 | $5M | 0.1% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC | 38,000 | $5M | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 37,426 | $43M | 1.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 36,153 | $4M | 0.1% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 31,160 | $4M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 29,224 | $33M | 0.9% | 2026-Q2 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ trimmed | 29,156 | $33M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 27,965 | $32M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 27,811 | $32M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 27,445 | $31M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 24,890 | $28M | 0.8% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 23,021 | $26M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 21,904 | $25M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 21,797 | $25M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 18,524 | $22M | 0.6% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 15,249 | $17M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 13,607 | $16M | 0.4% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 13,265 | $15M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 12,886 | $15M | 0.4% | 2026-Q2 |
| Bronte Capital Management Pty Ltd. trimmed | 11,454 | $13M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 11,333 | $13M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 10,510 | $12M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 9,567 | $11M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 9,444 | $10M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 9,242 | $11M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC | 9,000 | $10M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 8,844 | $10M | 0.3% | 2026-Q2 |
| LEE DANNER & BASS INC trimmed | 8,750 | $10M | 0.3% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 8,432 | $10M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 7,864 | $9M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 7,076 | $8M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 6,876 | $8M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 6,719 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 6,450 | $7M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 5,846 | $7M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 5,723 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 5,450 | $6M | 0.2% | 2026-Q2 |
| Markel Group Inc. | 5,200 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 4,598 | $5M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 4,301 | $5M | 0.1% | 2026-Q2 |
| VELA Investment Management, LLC trimmed | 4,288 | $5M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 4,254 | $5M | 0.1% | 2026-Q2 |
| Lafayette Investments, Inc. trimmed | 4,244 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,055 | $5M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,973 | $5M | 0.1% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC added | 3,801 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 3,771 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 3,629 | $4M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 3,457 | $4M | 0.1% | 2026-Q2 |
| Insight Inv LLC added | 3,438 | $4M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 3,414 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 3,401 | $4M | 0.1% | 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.
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.