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-Q1 13F filings (latest filed 2026-05-18). 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
87 tracked funds added or opened GHM while 79 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
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 2025-Q4 and 2026-Q1, across 396 tracked filers holding GHM, 183 increased or opened the position and 187 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 2025-Q4 and 2026-Q1 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 21
- VANGUARD PORTFOLIO MANAGEMENT LLC$193M
- VANGUARD CAPITAL MANAGEMENT LLC$190M
- VANGUARD FIDUCIARY TRUST CO$29M
- Catawba River Capital$10M
- Portolan Capital Management, LLC$8M
- CenterBook Partners LP$5M
Full exits 22
- VANGUARD GROUP INC$415M
- Pacer Advisors, Inc.$14M
- Brandywine Global Investment Management, LLC$10M
- LAZARD ASSET MANAGEMENT LLC$5M
- TUDOR INVESTMENT CORP ET AL$3M
- Balyasny Asset Management L.P.$2M
Largest adds
- VICTORY CAPITAL MANAGEMENT INC$23M
- BRANDES INVESTMENT PARTNERS, LP$12M
- CAPTRUST FINANCIAL ADVISORS$12M
- RENAISSANCE TECHNOLOGIES LLC$11M
- MORGAN STANLEY$9M
- FRANKLIN RESOURCES INC$9M
Largest trims
- BlackRock, Inc.$180M
- Bank of New York Mellon Corp$16M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11M
- Madison Avenue Partners, LP$10M
- DIMENSIONAL FUND ADVISORS LP$10M
- Wallace Capital Management Inc.$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 425,251 | $485M | 15.8% | 2026-Q2 |
| Madison Avenue Partners, LP | 245,829 | $260M | 8.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 235,043 | $249M | 8.1% | 2026-Q1 |
| Wallace Capital Management Inc. trimmed | 155,071 | $164M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 145,630 | $154M | 5.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 127,799 | $146M | 4.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 90,131 | $103M | 3.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 92,505 | $98M | 3.2% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 1,170,981 | $92M | 3.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 40,824 | $43M | 1.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 448,758 | $35M | 1.2% | 2026-Q1 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ trimmed | 29,156 | $33M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 29,469 | $31M | 1.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 28,046 | $30M | 1.0% | 2026-Q1 |
| Invesco Ltd. added | 24,890 | $28M | 0.9% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 342,908 | $27M | 0.9% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 24,079 | $25M | 0.8% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 314,301 | $25M | 0.8% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 194,113 | $24M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 22,395 | $24M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 21,752 | $23M | 0.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 248,176 | $20M | 0.6% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 243,907 | $19M | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 242,833 | $19M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 214,119 | $17M | 0.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 15,804 | $17M | 0.5% | 2026-Q1 |
| AGMAN CAPITAL LLC trimmed | 201,839 | $16M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 13,290 | $14M | 0.5% | 2026-Q1 |
| Bronte Capital Management Pty Ltd. trimmed | 12,785 | $14M | 0.4% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC added | 12,764 | $13M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 12,224 | $13M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 153,699 | $12M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC added | 11,309 | $12M | 0.4% | 2026-Q1 |
| Edgestream Partners, L.P. added | 10,155 | $11M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 9,310 | $11M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 131,354 | $10M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 9,324 | $10M | 0.3% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 128,294 | $10M | 0.3% | 2026-Q1 |
| LEE DANNER & BASS INC added | 9,150 | $10M | 0.3% | 2026-Q1 |
| Catawba River Capital new | 117,716 | $10M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 77,263 | $10M | 0.3% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 8,987 | $10M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 8,816 | $9M | 0.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 116,184 | $9M | 0.3% | 2026-Q1 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 73,340 | $9M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 109,555 | $9M | 0.3% | 2026-Q1 |
| Portolan Capital Management, LLC new | 103,556 | $8M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,482 | $8M | 0.3% | 2026-Q1 |
| UBS Group AG added | 97,712 | $8M | 0.3% | 2026-Q1 |
| De Lisle Partners LLP added | 89,916 | $7M | 0.2% | 2026-Q1 |
| Vest Financial, LLC added | 6,594 | $7M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 6,532 | $7M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 86,455 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 6,370 | $7M | 0.2% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 84,444 | $7M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 6,066 | $6M | 0.2% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. | 80,536 | $6M | 0.2% | 2026-Q1 |
| PHILADELPHIA TRUST CO trimmed | 69,974 | $6M | 0.2% | 2026-Q1 |
| Markel Group Inc. | 5,200 | $5M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 5,112 | $5M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 5,042 | $5M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 66,791 | $5M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 63,553 | $5M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 4,697 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 4,546 | $5M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,055 | $5M | 0.2% | 2026-Q2 |
| VELA Investment Management, LLC trimmed | 4,323 | $5M | 0.1% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 57,138 | $5M | 0.1% | 2026-Q1 |
| Lafayette Investments, Inc. trimmed | 4,250 | $4M | 0.1% | 2026-Q1 |
| Uniplan Investment Counsel, Inc. added | 56,565 | $4M | 0.1% | 2026-Q1 |
| Informed Momentum Co LLC trimmed | 56,477 | $4M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 4,166 | $4M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 3,974 | $4M | 0.1% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC added | 51,520 | $4M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 3,792 | $4M | 0.1% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 3,542 | $4M | 0.1% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 3,443 | $4M | 0.1% | 2026-Q1 |
| Insight Inv LLC added | 3,385 | $4M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 3,376 | $4M | 0.1% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 45,025 | $4M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 3,335 | $4M | 0.1% | 2026-Q1 |
| Eagle Strategies LLC added | 3,172 | $3M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 3,104 | $3M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 2,985 | $3M | 0.1% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP added | 39,159 | $3M | 0.1% | 2026-Q1 |
| BEACON INVESTMENT ADVISORS LLC trimmed | 2,903 | $3M | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 2,900 | $3M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 2,851 | $3M | 0.1% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC trimmed | 38,000 | $3M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2,817 | $3M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 37,305 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 340,841 | $374M | 12.2% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 12,822 | $14M | 0.5% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. new | 188,637 | $10M | 0.3% | 2025-Q3 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 187,289 | $10M | 0.3% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 8,820 | $10M | 0.3% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 5,264 | $5M | 0.2% | 2025-Q1 stale |
| LAZARD ASSET MANAGEMENT LLC trimmed | 4,549 | $5M | 0.2% | 2025-Q4 stale |
| Roubaix Capital, LLC added | 69,364 | $4M | 0.1% | 2025-Q3 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 53,836 | $3M | 0.1% | 2025-Q3 stale |
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.