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Graham Corp: which funds bought and sold

Institutions that bought and sold Graham shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 143 institutions that filed 13F reports for both quarters added to or opened positions in Graham, and 70 cut or closed them. Together they added a net 1.7M shares, +19.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 725K shares (+19.8%); index fund managers were net buyers of 293K shares (+14.2%). 59 opened a new position and 16 sold out entirely.

Bought, Q2 2026 143 institutions, 59 of them new holders Sold, Q2 2026 70 institutions, 16 of them sold out
Net change, all compared +1.7M shares (+19.0%)
Net change, active managers +725K shares (+19.8%), 23 bought, 16 sold

Buyers versus sellers

institutions compared, 233
Active managers and hedge funds 23 bought · 16 sold · +725K
Index fund managers 9 bought · 0 sold · +293K
Other institutions 111 bought · 54 sold · +684K

Biggest buyers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager +607K New position 607K $75.2M
Segall Bryant & Hamill, LLC Active manager +180K New position 180K $22.3M
First Eagle Investment Management, LLC Active manager +173K +80.1% 388K $48.1M
Silvercrest Asset Management Group LLC +143K New position 143K $17.7M
Blackrock, Inc. Index funds +124K +16.2% 891K $110M
Intrinsic Edge Capital Management LLC +85K +443.7% 104K $12.9M
Invesco Ltd. +74K +143.2% 125K $15.5M
Two Sigma Investments, LP Hedge fund +70K +899.7% 77K $9.6M
Next Century Growth Investors LLC +60K New position 60K $7.5M
Allspring Global Investments Holdings, LLC +60K New position 60K $7.2M
Geode Capital Management, LLC Index funds +56K +22.5% 304K $37.6M
William Blair Investment Management, LLC Active manager +50K +16.1% 365K $45.2M
Jane Street Group, LLC +49K +377.1% 62K $7.7M
Lisanti Capital Growth, LLC +39K New position 39K $4.8M
Moody Aldrich Partners LLC +38K New position 38K $4.7M
Squarepoint Ops LLC Hedge fund +36K New position 36K $4.5M
Portolan Capital Management, LLC +33K +32.2% 137K $16.9M
Vanguard Capital Management LLC Index funds +32K +7.0% 486K $60.1M
Advisors Asset Management, Inc. +31K +81.9% 68K $8.4M
State Street Corp Index funds +28K +13.2% 242K $30M

Biggest sellers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager −102K −78.0% 29K $3.6M
Brandes Investment Partners, LP Active manager −91K −7.8% 1.1M $134M
Driehaus Capital Management LLC Active manager −50K −14.5% 293K $36.3M
Centerbook Partners LP Hedge fund −45K Sold out 0 —
Renaissance Technologies LLC Hedge fund −40K −16.0% 208K $25.7M
Mirabella Financial Services LLP −37K −93.3% 2,606 $322,597
Royal Bank Of Canada −36K −16.8% 178K $22M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager −36K −32.7% 73K $9.1M
Essex Investment Management Co LLC −35K −27.2% 93K $11.6M
Morgan Stanley −29K −12.1% 213K $26.4M
Millennium Management LLC Hedge fund −28K Sold out 0 —
Panagora Asset Management Inc Active manager −25K Sold out 0 —
GAMCO Investors, Inc. Et Al Active manager −22K −9.0% 222K $27.5M
Agman Capital LLC −21K −10.3% 181K $22.4M
Russell Investments Group, Ltd. −20K −26.1% 57K $7.1M
Sei Investments Co −19K −29.3% 45K $5.6M
Acadian Asset Management LLC Active manager −14K Sold out 0 —
Varcov Co. −14K Sold out 0 —
Punch & Associates Investment Management, Inc. −13K −21.9% 45K $5.5M
HSBC Holdings PLC −11K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
T. Rowe Price Investment Management, Inc.Active manager 607K $75.2M
Segall Bryant & Hamill, LLCActive manager 180K $22.3M
Silvercrest Asset Management Group LLC 143K $17.7M
Next Century Growth Investors LLC 60K $7.5M
Allspring Global Investments Holdings, LLC 60K $7.2M
Lisanti Capital Growth, LLC 39K $4.8M
Moody Aldrich Partners LLC 38K $4.7M
Squarepoint Ops LLCHedge fund 36K $4.5M
Citadel Advisors LLCHedge fund 25K $3.2M
Swiss National Bank 21K $2.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Centerbook Partners LPHedge fund 45K $3.5M
Millennium Management LLCHedge fund 28K $2.2M
Panagora Asset Management IncActive manager 25K $2M
Acadian Asset Management LLCActive manager 14K $1.1M
Varcov Co. 14K $1.1M
HSBC Holdings PLC 11K $815,452
Arrowstreet Capital, Limited PartnershipHedge fund 8,028 $633,570
Bank Of Nova Scotia 4,878 $384,972
Ars Investment Partners, LLC 4,572 $360,822
Diversified Trust Co 4,267 $336,751

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
221
Ten largest holders
47.8%
of 13F-reported shares
Index fund managers
22.0%
of 13F-reported shares
Active managers and hedge funds
41.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 16 9 7 +725K +19.8%
Index fund managers 9 0 0 0 +293K +14.2%
Other institutions 111 54 50 9 +684K +21.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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