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Graham Corp (GHM)

CUSIP: 384556106 | NYSE | Industrials · Specialty Industrial Machinery | Small Cap | 485 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
13GFirst Trust Portfolios L.P.608,1575.2%New 5%+ stakeSep 30, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.608,157
5.2% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP228,394
0.0% of portfolio›$19.7M
Agman Capital LLC181,035
11.0% of portfolio›$15.6M
Philadelphia Trust Co87,531
1.0% of portfolio›$7.6M
Prescott Group Capital Management, L.L.C.80,536
0.6% of portfolio›$7.0M
Essex Investment Management Co LLC75,219
1.0% of portfolio›$6.5M
Allspring Global Investments Holdings, LLC67,610
0.0% of portfolio›$5.9M
Wasatch Advisors LP62,292
0.0% of portfolio›$5.4M
Moody Aldrich Partners LLC39,672
0.7% of portfolio›$3.4M
Truist Financial Corp39,355
0.0% of portfolio›$3.4M
FFG Retirement Advisors LLC38,000
1.7% of portfolio›$3.3M
Bank of New York Mellon Corp37,830
0.0% of portfolio›$3.3M
Heritage Investors Management Corp33,201
0.2% of portfolio›$2.9M
Annex Advisory Services, LLC30,042
0.0% of portfolio›$2.6M
Swedbank AB30,000
0.0% of portfolio›$2.6M
Conestoga Capital Advisors, LLC25,350
0.1% of portfolio›$2.2M
Creative Planning19,886
0.0% of portfolio›$1.7M
Exchange Traded Concepts, LLC17,191
0.0% of portfolio›$1.5M
Mitsubishi UFJ Asset Management Co., Ltd.16,696
0.0% of portfolio›$1.4M
Citigroup Inc13,662
0.0% of portfolio›$1.2M
Shaker Investments LLC10,668
0.3% of portfolio›$920.8K
Concurrent Investment Advisors, LLC9,573
0.0% of portfolio›$826.2K
Ausbil Investment Management Ltd8,484
0.4% of portfolio›$732.3K
Kornitzer Capital Management Inc7,939
0.0% of portfolio›$685.2K
Inspire Investing, LLC7,392
0.0% of portfolio›$638.0K
Grace & White Inc7,300
0.1% of portfolio›$630.1K
D.A. Davidson & Co.7,000
0.0% of portfolio›$604.2K
Strs Ohio6,900
0.0% of portfolio›$595.5K
Calamos Advisors LLC6,873
0.0% of portfolio›$593.2K
Atria Investments, Inc6,790
0.0% of portfolio›$586.0K
Ritholtz Wealth Management5,968
0.0% of portfolio›$515.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,833
0.0% of portfolio›$503.4K
Yorktown Management & Research Co Inc5,450
0.3% of portfolio›$470.4K
State of Wyoming4,830
0.0% of portfolio›$416.9K
Commonwealth Equity Services, LLC4,204
0.0% of portfolio›$362.9K
Bridge City Capital, LLC3,476
0.1% of portfolio›$300.0K
Arizona State Retirement System3,055
0.0% of portfolio›$263.7K
US Bancorp \de\2,953
0.0% of portfolio›$254.9K
State of Alaska, Department of Revenue2,925
0.0% of portfolio›$252.0K
Vise Technologies, Inc.2,618
0.0% of portfolio›$226.0K
D'Orazio & Associates, Inc.2,356
0.0% of portfolio›$203.3K
Simplex Trading, LLC1,919
0.0% of portfolio›$165.6K
Central Pacific Bank - Trust Division1,000
0.0% of portfolio›$86.3K
Spire Wealth Management850
0.0% of portfolio›$73.4K
Fifth Third Bancorp655
0.0% of portfolio›$56.5K
Versant Capital Management, Inc429
0.0% of portfolio›$37.0K
Thurston, Springer, Miller, Herd & Titak, Inc.418
0.1% of portfolio›$36.1K
Sterling Capital Management LLC374
0.0% of portfolio›$32.3K
Silver Grove Financial Group, Inc.300
0.0% of portfolio›$25.9K
Caitong International Asset Management Co., Ltd262
0.0% of portfolio›$22.6K
Tompkins Financial Corp235
0.0% of portfolio›$20.3K
Nisa Investment Advisors, LLC216
0.0% of portfolio›$18.6K
Gamma Investing LLC190
0.0% of portfolio›$16.4K
Farther Finance Advisors, LLC117
0.0% of portfolio›$10.1K
Parallel Advisors, LLC93
0.0% of portfolio›$8.0K
First Horizon Corp79
0.0% of portfolio›$6.8K
Compass Financial Management LLC71
0.0% of portfolio›$6.1K
IFP Advisors, Inc50
0.0% of portfolio›$4.3K
North Star Investment Management Corp.50
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC48
0.0% of portfolio›$4.1K
Signaturefd, LLC44
0.0% of portfolio›$3.8K
Pension & Wealth Management Advisors, Inc.27
0.0% of portfolio›$2.3K
Parkside Financial Bank & Trust23
0.0% of portfolio›$2.0K
SJS Investment Consulting Inc.17
0.0% of portfolio›$1.5K
Lanark Financial, Inc.16
0.0% of portfolio›$1.4K
Toth Financial Advisory Corp16
0.0% of portfolio›$1.4K
SBI Securities Co., Ltd.16
0.0% of portfolio›$1.4K
Clark Wealth Partners10
0.0% of portfolio›$864
True Wealth Design, LLC8
0.0% of portfolio›$691
Root Financial Partners, LLC8
0.0% of portfolio›$690
Larson Financial Group LLC7
0.0% of portfolio›$604
Pinnacle Wealth Planning Services, Inc.7
0.0% of portfolio›$604
Ascentis Wealth Management, LLC7
0.0% of portfolio›$604
Covestor Ltd2
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
228,394$19.7M0.0%IndexLowAustin, TX2026-11-04
Agman Capital LLC
181,035$15.6M11.0%ValueMediumOmaha, NE2026-10-29
Philadelphia Trust Co
87,531$7.6M1.0%GrowthLowPhiladelphia, PA2026-11-05
Prescott Group Capital Management, L.L.C.
80,536$7.0M0.6%Deep ValueMediumTulsa, OK2026-10-30
Essex Investment Management Co LLC
75,219$6.5M1.0%GrowthMediumBoston, MA2026-10-19
Allspring Global Investments Holdings, LLC
67,610$5.9M0.0%CoreMediumCharlotte, NC2026-11-04
Wasatch Advisors LP
62,292$5.4M0.0%GARPMediumSalt Lake City, UT2026-10-13
Moody Aldrich Partners LLC
39,672$3.4M0.7%ValueHighMarblehead, MA2026-10-27
Truist Financial Corp
39,355$3.4M0.0%CoreLowCharlotte, NC2026-10-30
FFG Retirement Advisors LLC
38,000$3.3M1.7%ETFMediumCentennial, CO2026-10-20
Bank of New York Mellon Corp
37,830$3.3M0.0%CoreLowNew York, NY2026-11-05
Heritage Investors Management Corp
33,201$2.9M0.2%CoreVery LowBethesda, MD2026-10-29
Annex Advisory Services, LLC
30,042$2.6M0.0%GrowthHighBrookfield, WI2026-10-16
Swedbank AB
30,000$2.6M0.0%GrowthLowStockholm, Sweden2026-10-27
Conestoga Capital Advisors, LLC
25,350$2.2M0.1%CoreLowWayne, PA2026-11-02
Creative Planning
19,886$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Exchange Traded Concepts, LLC
17,191$1.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
16,696$1.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
13,662$1.2M0.0%CoreMediumNew York, NY2026-11-04
Shaker Investments LLC
10,668$920.8K0.3%MomentumMediumCleveland, OH2026-11-05
Concurrent Investment Advisors, LLC
9,573$826.2K0.0%GrowthMediumTampa, FL2026-10-16
Ausbil Investment Management Ltd
8,484$732.3K0.4%ValueMediumSydney, China2026-10-08
Kornitzer Capital Management Inc
7,939$685.2K0.0%CoreLowShawnee Mission, KS2026-11-03
Inspire Investing, LLC
7,392$638.0K0.0%GARPHighMeridian, ID2026-10-22
Grace & White Inc
7,300$630.1K0.1%Deep ValueVery LowNy, NY2026-10-23
D.A. Davidson & Co.
7,000$604.2K0.0%CoreLowGreat Falls, MT2026-10-28
Strs Ohio
6,900$595.5K0.0%CoreMediumColumbus, OH2026-10-30
Calamos Advisors LLC
6,873$593.2K0.0%GrowthMediumNaperville, IL2026-11-02
Atria Investments, Inc
6,790$586.0K0.0%CoreMediumCharlotte, NC2026-10-15
Ritholtz Wealth Management
5,968$515.1K0.0%IndexLowNew York, NY2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,833$503.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Yorktown Management & Research Co Inc
5,450$470.4K0.3%MomentumMediumForest, VA2026-10-28
State of Wyoming
4,830$416.9K0.0%ValueHighCheyenne, WY2026-10-28
Commonwealth Equity Services, LLC
4,204$362.9K0.0%ETFLowWaltham, MA2026-11-02
Bridge City Capital, LLC
3,476$300.0K0.1%ValueMediumLake Oswego, OR2026-10-29
Arizona State Retirement System
3,055$263.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
US Bancorp \de\
2,953$254.9K0.0%IndexLowMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
2,925$252.0K0.0%CoreVery LowJuneau, AK2026-10-15
Vise Technologies, Inc.
2,618$226.0K0.0%IndexLowNew York, NY2026-10-29
D'Orazio & Associates, Inc.
2,356$203.3K0.0%ETFLowVienna, VA2026-11-04
Simplex Trading, LLC
1,919$165.6K0.0%CoreVery HighChicago, IL2026-11-04
Central Pacific Bank - Trust Division
1,000$86.3K0.0%CoreMediumHonolulu, HI2026-10-06
Spire Wealth Management
850$73.4K0.0%GrowthMediumMclean, VA2026-10-30
Fifth Third Bancorp
655$56.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Versant Capital Management, Inc
429$37.0K0.0%GARPLowPhoenix, AZ2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
418$36.1K0.1%GrowthMediumIndianapolis, IN2026-10-14
Sterling Capital Management LLC
374$32.3K0.0%GARPMediumCharlotte, NC2026-10-22
Silver Grove Financial Group, Inc.
300$25.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Caitong International Asset Management Co., Ltd
262$22.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Tompkins Financial Corp
235$20.3K0.0%CoreLowIthaca, NY2026-10-05
Nisa Investment Advisors, LLC
216$18.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
190$16.4K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
117$10.1K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
93$8.0K0.0%IndexLowSan Francisco, CA2026-11-03
First Horizon Corp
79$6.8K0.0%CoreLowMemphis, TN2026-10-26
Compass Financial Management LLC
71$6.1K0.0%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
50$4.3K0.0%GrowthLowTampa, FL2026-10-16
North Star Investment Management Corp.
50$4.3K0.0%CoreLowChicago, IL2026-10-27
EverSource Wealth Advisors, LLC
48$4.1K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
44$3.8K0.0%IndexLowAtlanta, GA2026-10-23
Pension & Wealth Management Advisors, Inc.
27$2.3K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
23$2.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
17$1.5K0.0%ETFVery LowSylvania, OH2026-10-26
Lanark Financial, Inc.
16$1.4K0.0%CoreMediumBirmingham, AL2026-10-26
Toth Financial Advisory Corp
16$1.4K0.0%CoreLowLeesburg, VA2026-10-08
SBI Securities Co., Ltd.
16$1.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Clark Wealth Partners
10$8640.0%ETFVery LowO'Fallon, IL2026-10-19
True Wealth Design, LLC
8$6910.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
8$6900.0%ETFMediumEncinitas, CA2026-10-21
Larson Financial Group LLC
7$6040.0%GrowthLowSt Louis, MO2026-11-05
Pinnacle Wealth Planning Services, Inc.
7$6040.0%GARPLowMansfield, OH2026-10-27
Ascentis Wealth Management, LLC
7$6040.0%Agg GrowthLowDallas, TX2026-11-03
Covestor Ltd
2$00.0%ValueHighLondon, United Kingdom2026-10-30