GRAHAM CORP (GHM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
213
Reporting holders
$1.2B
Reported value
85.4%
Of shares outstanding
0.7%
Held as options
+41
Holder change
Institutions report 9,985,770 shares against 11,691,140 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | $133.7M | 1,079,699 | 0.94% | 26q | -7.8%-$11.3M |
| BlackRock, Inc. | $110.2M | 890,500 | 0.00% | 8q | +16.2%+$15.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $60.1M | 485,581 | 0.00% | 2q | +7.0%+$3.9M |
| ROYCE & ASSOCIATES LP | $55.3M | 446,392 | 0.44% | 31q | -0.5%-$292.9K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $45.2M | 364,800 | 0.14% | 4q | +16.1%+$6.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $37.6M | 303,928 | 0.00% | 31q | +22.5%+$6.9M |
| Driehaus Capital Management LLC | $36.3M | 293,232 | 0.21% | 3q | -14.5%-$6.1M |
| STATE STREET CORP | $30.0M | 242,081 | 0.00% | 31q | +13.2%+$3.5M |
| GAMCO INVESTORS, INC. ET AL | $27.5M | 221,907 | 0.25% | 24q | -9.0%-$2.7M |
| DIMENSIONAL FUND ADVISORS LP | $27.4M | 221,503 | 0.00% | 31q | -1.5%-$429.9K |
| MORGAN STANLEY | $26.4M | 213,486 | 0.00% | 35q | -12.1%-$3.6M |
| EXCHANGE TRADED CONCEPTS, LLC | $25.8M | 208,138 | 0.06% | 10q | +106.6%+$13.3M |
| RENAISSANCE TECHNOLOGIES LLC | $25.7M | 207,768 | 0.04% | 31q | -16.0%-$4.9M |
| First Eagle Investment Management, LLC | $24.0M | 194,113 | 0.04% | 14q | -9.9%-$2.6M |
| AGMAN CAPITAL LLC | $22.4M | 181,035 | 14.13% | 3q | -10.3%-$2.6M |
| SEGALL BRYANT & HAMILL, LLC | $22.3M | 180,294 | 0.26% | new | NEW |
| ROYAL BANK OF CANADA | $22.0M | 178,055 | 0.00% | 14q | -16.8%-$4.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $17.8M | 144,096 | 0.00% | 2q | +24.0%+$3.5M |
| CAPTRUST FINANCIAL ADVISORS | $17.8M | 143,494 | 0.03% | 2q | -6.6%-$1.3M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $17.7M | 142,692 | 0.12% | new | NEW |
| Portolan Capital Management, LLC | $16.9M | 136,925 | 0.63% | 2q | +32.2%+$4.1M |
| KENNEDY CAPITAL MANAGEMENT LLC | $15.7M | 127,051 | 0.28% | 28q | +16.0%+$2.2M |
| Invesco Ltd. | $15.5M | 124,947 | 0.00% | 10q | +143.2%+$9.1M |
| Catawba River Capital | $14.6M | 117,556 | 6.51% | 2q | HELD |
| Uniplan Investment Counsel, Inc. | $14.5M | 116,778 | 0.68% | 4q | +106.4%+$7.5M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $12.9M | 103,998 | 1.33% | 2q | +443.7%+$10.5M |
| NORTHERN TRUST CORP | $12.7M | 102,611 | 0.00% | 31q | +17.2%+$1.9M |
| UBS Group AG | $12.6M | 102,008 | 0.00% | 16q | +4.4%+$531.8K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $11.6M | 93,405 | 1.51% | 16q | -27.2%-$4.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.2M | 90,877 | 0.00% | 9q | +5.1%+$547.4K |
| Sixth Street Partners Management Company, L.P. | $11.2M | 90,877 | 0.00% | new | NEW |
| De Lisle Partners LLP | $11.1M | 89,916 | 1.22% | 10q | HELD |
| WASATCH ADVISORS LP | $10.5M | 85,103 | 0.07% | 15q | +0.8%+$81.6K |
| Prescott Group Capital Management, L.L.C. | $10.0M | 80,536 | 0.86% | 7q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $9.6M | 77,799 | 0.00% | 2q | +7.1%+$641.0K |
| TWO SIGMA INVESTMENTS, LP | $9.6M | 77,263 | 0.01% | 2q | +899.7%+$8.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $9.1M | 73,340 | 0.07% | 20q | -32.7%-$4.4M |
| GOLDMAN SACHS GROUP INC | $8.5M | 68,956 | 0.00% | 11q | +3.2%+$268.0K |
| JANE STREET GROUP, LLC | $8.4M | 62,032 | 0.00% | 5q | +377.1%+$6.7M |
| Advisors Asset Management, Inc. | $8.4M | 67,846 | 0.13% | 7q | +81.9%+$3.8M |
| NEXT CENTURY GROWTH INVESTORS LLC | $7.5M | 60,499 | 0.40% | new | NEW |
| Allspring Global Investments Holdings, LLC | $7.2M | 60,401 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $7.1M | 57,321 | 0.01% | 8q | -26.1%-$2.5M |
| Legato Capital Management LLC | $7.0M | 56,303 | 0.58% | 13q | +25.0%+$1.4M |
| Informed Momentum Co LLC | $6.8M | 55,217 | 0.61% | 5q | -2.2%-$156.0K |
| AMERICAN CAPITAL MANAGEMENT INC | $6.4M | 52,050 | 0.29% | 31q | +1.0%+$65.6K |
| SEI INVESTMENTS CO | $5.6M | 44,948 | 0.00% | 3q | -29.3%-$2.3M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $5.5M | 44,605 | 0.27% | 11q | -21.9%-$1.6M |
| PEAK6 LLC | $5.0M | options only | 0.01% | new | OPTIONS |
| Lisanti Capital Growth, LLC | $4.8M | 39,005 | 1.06% | new | NEW |
| TRUIST FINANCIAL CORP | $4.8M | 38,768 | 0.01% | 2q | +1.6%+$73.5K |
| Moody Aldrich Partners LLC | $4.7M | 38,132 | 0.85% | new | NEW |
| FFG RETIREMENT ADVISORS LLC | $4.7M | 38,000 | 2.49% | 15q | HELD |
| AMERIPRISE FINANCIAL INC | $4.7M | 37,805 | 0.00% | 30q | +79.5%+$2.1M |
| Bank of New York Mellon Corp | $4.6M | 37,146 | 0.00% | 9q | +29.1%+$1.0M |
| Squarepoint Ops LLC | $4.5M | 36,153 | 0.00% | new | NEW |
| Nuveen, LLC | $4.4M | 35,471 | 0.00% | 6q | +67.9%+$1.8M |
| JPMORGAN CHASE & CO | $4.1M | 33,949 | 0.00% | 13q | +3.6%+$142.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 15,183 | 0.00% | 3q | +39.5%+$1.1M |
| Annex Advisory Services, LLC | $3.9M | 31,160 | 0.07% | 6q | -1.2%-$46.7K |
| Nicholas Investment Partners, LP | $3.8M | 30,733 | 0.21% | 3q | +5.2%+$187.4K |
| CITADEL ADVISORS LLC | $3.7M | 25,491 | 0.00% | 2q | HELD |
| AMERICAN CENTURY COMPANIES INC | $3.6M | 28,861 | 0.00% | 31q | -78.0%-$12.7M |
| CREDIT AGRICOLE S A | $3.5M | 28,400 | 0.01% | 3q | +98.5%+$1.7M |
| LPL Financial LLC | $3.3M | 26,592 | 0.00% | 15q | -2.1%-$70.6K |
| BANK OF AMERICA CORP /DE/ | $3.3M | 26,279 | 0.00% | 31q | +20.7%+$557.2K |
| Calamos Advisors LLC | $3.1M | 24,910 | 0.01% | 6q | +1.0%+$30.9K |
| CITIGROUP INC | $2.9M | 23,643 | 0.00% | 12q | +11.0%+$289.7K |
| Conestoga Capital Advisors, LLC | $2.6M | 21,240 | 0.06% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 21,181 | 0.00% | 8q | +37.3%+$712.9K |
| Creative Planning | $2.6M | 20,823 | 0.00% | 6q | +7.6%+$181.7K |
| Swiss National Bank | $2.6M | 20,600 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $2.4M | 19,434 | 0.00% | 13q | -17.4%-$506.5K |
| Teton Advisors, LLC | $2.4M | 19,000 | 1.36% | 4q | -10.8%-$284.7K |
| PRINCIPAL FINANCIAL GROUP INC | $2.2M | 17,945 | 0.00% | 8q | +8.6%+$176.6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.2M | 17,470 | 0.00% | 9q | +50.4%+$724.8K |
| POLEN CAPITAL MANAGEMENT LLC | $2.0M | 15,852 | 0.02% | 3q | -11.0%-$242.8K |
| WealthTrust Axiom LLC | $2.0M | 15,780 | 0.44% | 21q | -2.2%-$43.3K |
| WELLS FARGO & COMPANY/MN | $1.7M | 13,707 | 0.00% | 31q | -14.0%-$275.2K |
| GABELLI FUNDS LLC | $1.7M | 13,588 | 0.01% | 17q | +18.2%+$259.0K |
| TD Asset Management Inc | $1.7M | 13,530 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $1.7M | 13,467 | 0.00% | 13q | +5.9%+$92.2K |
| BNP PARIBAS FINANCIAL MARKETS | $1.7M | 13,372 | 0.00% | 31q | +36.4%+$441.8K |
| MML INVESTORS SERVICES, LLC | $1.6M | 12,709 | 0.00% | 2q | +52.5%+$541.7K |
| Quadrature Capital Ltd | $1.6M | 12,641 | 0.01% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $1.5M | 12,334 | 0.01% | 14q | +96.3%+$749.1K |
| Pathstone Holdings, LLC | $1.4M | 11,340 | 0.00% | new | NEW |
| Auto-Owners Insurance Co | $1.4M | 11,000 | 0.03% | 15q | HELD |
| Quantbot Technologies LP | $1.3M | 10,839 | 0.05% | 5q | +304.1%+$1.0M |
| DEUTSCHE BANK AG\ | $1.3M | 10,811 | 0.00% | 9q | +31.6%+$321.4K |
| SHAKER INVESTMENTS LLC/OH | $1.3M | 10,698 | 0.48% | 6q | HELD |
| SIMPLEX TRADING, LLC | $1.3M | 10,524 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $1.3M | 10,440 | 0.04% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.2M | 9,704 | 0.01% | 15q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.2M | 9,505 | 0.00% | 5q | +6.7%+$74.3K |
| Quantinno Capital Management LP | $1.2M | 9,453 | 0.00% | 3q | +53.5%+$407.6K |
| State of Wyoming | $1.1M | 8,943 | 0.11% | 5q | +150.8%+$665.6K |
| MARSHALL WACE, LLP | $1.1M | 8,900 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $1.1M | 8,825 | 0.01% | 9q | +122.9%+$602.2K |
| GLENMEDE TRUST CO NA | $1.1M | 8,594 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | T. Rowe Price Investment Management, Inc. | 5.2% |
| 2026-08-13 | 13G/A | BRANDES INVESTMENT PARTNERS, LP | 9.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 213 | $1.2B | 9,985,770 | 57 | 79 | 49 | 0.7% |
| Q1 2026 | 172 | $700.6M | 8,853,241 | 36 | 45 | 59 | 0.2% |
| Q4 2025 | 153 | $566.4M | 8,805,660 | 20 | 41 | 63 | 0.1% |
| Q3 2025 | 149 | $477.9M | 8,709,796 | 27 | 43 | 44 | 0.0% |
| Q2 2025 | 131 | $417.3M | 8,423,309 | 24 | 39 | 46 | 0.1% |
| Q1 2025 | 115 | $237.0M | 8,217,531 | 13 | 47 | 39 | 0.1% |
| Q4 2024 | 123 | $361.2M | 8,123,929 | 19 | 35 | 47 | 0.1% |
| Q3 2024 | 103 | $239.8M | 8,087,365 | 17 | 33 | 32 | 0.1% |
| Q2 2024 | 97 | $220.0M | 7,801,905 | 26 | 24 | 40 | 0.2% |
| Q1 2024 | 82 | $205.0M | 7,505,413 | 15 | 30 | 26 | 0.1% |
| Q4 2023 | 72 | $131.9M | 6,941,228 | 11 | 25 | 17 | 0.2% |
| Q3 2023 | 63 | $111.4M | 6,712,921 | 6 | 22 | 16 | 0.0% |
| Q2 2023 | 57 | $89.3M | 6,709,687 | 6 | 20 | 13 | 0.2% |
| Q1 2023 | 57 | $83.6M | 6,371,410 | 13 | 20 | 12 | 0.4% |
| Q4 2022 | 44 | $53.3M | 5,540,349 | 5 | 10 | 13 | 0.0% |
| Q3 2022 | 49 | $60.1M | 6,831,234 | 3 | 11 | 16 | 0.1% |
| Q2 2022 | 47 | $47.8M | 6,906,924 | 2 | 13 | 14 | 0.0% |
| Q1 2022 | 49 | $53.9M | 6,988,212 | 4 | 17 | 17 | 0.0% |
| Q4 2021 | 56 | $92.1M | 7,380,681 | 0 | 9 | 25 | 0.4% |
| Q3 2021 | 59 | $85.5M | 6,874,489 | 2 | 20 | 20 | 0.3% |
| Q2 2021 | 74 | $98.5M | 7,128,273 | 12 | 14 | 33 | 0.4% |
| Q1 2021 | 81 | $108.2M | 7,552,268 | 10 | 22 | 28 | 0.6% |
| Q4 2020 | 80 | $113.2M | 7,452,950 | 6 | 23 | 26 | 0.0% |
| Q3 2020 | 75 | $95.2M | 7,452,609 | 5 | 18 | 29 | 0.0% |
| Q2 2020 | 81 | $94.8M | 7,429,741 | 14 | 30 | 21 | 0.2% |
| Q1 2020 | 74 | $98.3M | 7,607,741 | 7 | 25 | 32 | 0.2% |
| Q4 2019 | 88 | $172.9M | 7,900,617 | 10 | 31 | 25 | 0.0% |
| Q3 2019 | 80 | $151.9M | 7,600,946 | 11 | 26 | 23 | 0.6% |
| Q2 2019 | 72 | $154.4M | 7,627,676 | 6 | 20 | 26 | 0.2% |
| Q1 2019 | 76 | $147.8M | 7,529,241 | 5 | 20 | 26 | 0.0% |
| Q4 2018 | 77 | $175.0M | 7,658,942 | 1 | 0 | 3 | 0.0% |