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Columbus Mckinnon Corp (CMCO)

CUSIP: 199333105 | NYSE | Industrials · Farm & Heavy Construction Machinery | Small Cap | 686 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AGlobal X Management Co LLC2,964,41910.3%New 5%+ stakeSep 30, 20263014d ahead of 13F (8,092 sh) · +2,956,327
13DCD&R XII Keystone Holdings, L.P.21,231,42242.5%New 5%+ stakeFeb 3, 2026No 13F filer matched
13G/AGlobal X Management Co LLC2,964,419
10.3% of class · Sep 30, 2026New 5%+ stake
3014d ahead of 13F (8,092 sh) · +2,956,327
13DCD&R XII Keystone Holdings, L.P.21,231,422
42.5% of class · Feb 3, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Blue Grotto Capital, LLC982,216
1.1% of portfolio›$15.6M
Dimensional Fund Advisors LP719,742
0.0% of portfolio›$11.5M
Bernzott Capital Advisors380,413
2.6% of portfolio›$6.1M
Essex Investment Management Co LLC269,821
0.6% of portfolio›$4.3M
Creative Planning101,924
0.0% of portfolio›$1.6M
Allspring Global Investments Holdings, LLC88,459
0.0% of portfolio›$1.4M
Citigroup Inc70,727
0.0% of portfolio›$1.1M
Isthmus Partners, LLC68,881
0.1% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd48,090
0.0% of portfolio›$766.1K
Wealth Enhancement Advisory Services, LLC27,747
0.0% of portfolio›$443.4K
Bailard, Inc.19,400
0.0% of portfolio›$309.0K
Simplex Trading, LLC14,335
0.0% of portfolio›$228.4K
MGO One Seven LLC13,111
0.0% of portfolio›$208.9K
High Note Wealth, LLC2,819
0.0% of portfolio›$44.9K
Wilmington Savings Fund Society, FSB2,500
0.0% of portfolio›$39.8K
Nisa Investment Advisors, LLC1,441
0.0% of portfolio›$23.0K
RMG Wealth Management LLC887
0.0% of portfolio›$12.2K
Farther Finance Advisors, LLC774
0.0% of portfolio›$12.3K
Signaturefd, LLC709
0.0% of portfolio›$11.3K
True Wealth Design, LLC678
0.0% of portfolio›$10.8K
EverSource Wealth Advisors, LLC667
0.0% of portfolio›$10.6K
Exchange Traded Concepts, LLC667
0.0% of portfolio›$10.6K
Essential Partners LLC664
0.0% of portfolio›$10.6K
Caitong International Asset Management Co., Ltd578
0.0% of portfolio›$9.2K
Gamma Investing LLC566
0.0% of portfolio›$9.0K
Sterling Capital Management LLC553
0.0% of portfolio›$8.8K
Parallel Advisors, LLC520
0.0% of portfolio›$8.3K
IFP Advisors, Inc427
0.0% of portfolio›$6.8K
Root Financial Partners, LLC405
0.0% of portfolio›$6.5K
Versant Capital Management, Inc268
0.0% of portfolio›$4.3K
Physician Wealth Advisors, Inc.243
0.0% of portfolio›$3.9K
Fortitude Family Office, LLC208
0.0% of portfolio›$3.3K
Parkside Financial Bank & Trust134
0.0% of portfolio›$2.1K
SJS Investment Consulting Inc.71
0.0% of portfolio›$1.1K
Avion Wealth66
0.0% of portfolio›$1
Burk Holdings LLC50
0.0% of portfolio›$797
Blue Trust, Inc.38
0.0% of portfolio›$605
MassMutual Private Wealth & Trust, FSB20
0.0% of portfolio›$319
Covestor Ltd11
0.0% of portfolio›$0
SBI Securities Co., Ltd.3
0.0% of portfolio›$48
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$32
StyleTurnoverLocationFiled
Blue Grotto Capital, LLC
982,216$15.6M1.1%GARPVery HighAtlanta, GA2026-11-04
Dimensional Fund Advisors LP
719,742$11.5M0.0%IndexLowAustin, TX2026-11-04
Bernzott Capital Advisors
380,413$6.1M2.6%YieldMediumCamarillo, CA2026-10-29
Essex Investment Management Co LLC
269,821$4.3M0.6%GrowthMediumBoston, MA2026-10-19
Creative Planning
101,924$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
88,459$1.4M0.0%CoreMediumCharlotte, NC2026-11-04
Citigroup Inc
70,727$1.1M0.0%CoreMediumNew York, NY2026-11-04
Isthmus Partners, LLC
68,881$1.1M0.1%ValueMediumMadison, WI2026-10-21
Y-Intercept (Hong Kong) Ltd
48,090$766.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Wealth Enhancement Advisory Services, LLC
27,747$443.4K0.0%CoreLowPlymouth, MN2026-10-13
Bailard, Inc.
19,400$309.0K0.0%GrowthMediumFoster City, CA2026-10-13
Simplex Trading, LLC
14,335$228.4K0.0%CoreVery HighChicago, IL2026-11-04
MGO One Seven LLC
13,111$208.9K0.0%GrowthLowBeachwood, OH2026-10-28
High Note Wealth, LLC
2,819$44.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Wilmington Savings Fund Society, FSB
2,500$39.8K0.0%CoreLowWilmington, DE2026-10-23
Nisa Investment Advisors, LLC
1,441$23.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
RMG Wealth Management LLC
887$12.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Farther Finance Advisors, LLC
774$12.3K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
709$11.3K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
678$10.8K0.0%ETFMediumAkron, OH2026-10-13
EverSource Wealth Advisors, LLC
667$10.6K0.0%CoreMediumBirmingham, AL2026-11-04
Exchange Traded Concepts, LLC
667$10.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Essential Partners LLC
664$10.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
578$9.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gamma Investing LLC
566$9.0K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
553$8.8K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
520$8.3K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
427$6.8K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
405$6.5K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
268$4.3K0.0%GARPLowPhoenix, AZ2026-10-02
Physician Wealth Advisors, Inc.
243$3.9K0.0%ETFMediumMidvale, UT2026-10-20
Fortitude Family Office, LLC
208$3.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
134$2.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
71$1.1K0.0%ETFVery LowSylvania, OH2026-10-26
Avion Wealth
66$10.0%ETFLowThe Woodlands, TX2026-11-04
Burk Holdings LLC
50$7970.0%ETFVery LowTulsa, OK2026-11-05
Blue Trust, Inc.
38$6050.0%ETFLowBrentwood, TN2026-10-15
MassMutual Private Wealth & Trust, FSB
20$3190.0%CoreLowSpringfield, MA2026-10-05
Covestor Ltd
11$00.0%ValueHighLondon, United Kingdom2026-10-30
SBI Securities Co., Ltd.
3$480.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
2$320.0%ETFLowFort Lauderdale, FL2026-10-30