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CMCO · Columbus Mckinnon Corp · Holdings

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$14.40 -0.20 (-1.37%)
Russell 2000 member Rebalance outlook locked
Market Cap
$415.65M
Shares
28.86M
Volume · Oct 20 514.34K Avg daily vol (3M) 514.42K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of CMCO: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 175
Total Value: $385,068,004
Total Shares: 25,431,141
Showing 1–100 of 180 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 176 13F filers
Top Holder
9.7%
Sep 2023 → Jun 2026 · range 8.0% – 10.4%
of institutional value
Top 5
31.0%
Sep 2023 → Jun 2026 · range 28.2% – 37.3%
of institutional value
Top 10
46.3%
Sep 2023 → Jun 2026 · range 42.6% – 53.7%
of institutional value
HHI
329
Sep 2023 → Jun 2026 · range 289 – 398
Broadly held

Who Holds CMCO

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 175 filers, like-for-like change -9.5%; actively managed books -10.6%; index-like books -6.3%.

Holder type Share Filers Change
Registered adviser 56.1% 90 -7.0%
Exempt adviser 1.5% 2 -49.5%
Adviser 4.8% 8 -26.0%
Bank 6.0% 14 +0.6%
Insurer 0.2% 1 +7.5%
Broker-dealer 0.0% 1 new
Benefit plan 0.0% 2 -98.2%
Non-US 0.5% 5 -1.7%
Holding company 12.8% 6 -13.8%
Unknown 18.1% 46 -3.9%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 4 holders with no observed 2026-06-30 13F.

Conviction and Crowding

175 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
1
0.571% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.001%
Mar 31, 2026: 0
Crowding
31.6%
of shares outstanding, 84th percentile
Mar 31, 2026: 37.5%
Private-fund advisers
30.1%
of shares outstanding
Institutional ownership
87.6%
89.6% of the estimated free float
Top 10 holders
46.7%
of 13F shares, Herfindahl 0.033
Active holders
-10.6%
like-for-like share change of active filers
5% stakes on record
5
1 13D, 4 13G (4 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 11.1 quarters
Under 1 year 29.1% 1 to 3 years 41.6% 3 years or more 29.3% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$19.07
estimated per share
Mar 31, 2026: $19.45
Quarter-end price
$15.13
implied by 13F values
Estimated gain or loss
-20.6%
price against the estimated cost
Estimated at a loss
90.6%
of costed 13F value

Estimated cost covers 46.3% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies CMCO's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 THRM Gentherm Inc 3
2 ENOV Enovis CORP 3
3 VNT Vontier Corp 3
4 EG Everest Group, Ltd. 3
5 ELV Elevance Health, Inc. 4
6 PYPL PayPal Holdings, Inc. 3
7 MCO Moodys Corp /De/ 3
8 DVN Devon Energy Corp/De 3
9 INTU Intuit Inc. 3
10 SLB Slb Limited/Nv 3

Shareholder Targets

13F filers that own its peers but not CMCO, quarter ended Jun 30, 2026

Found through its holder-overlap peers: THRM, ENOV, VNT, EG, ELV, PYPL, MCO, DVN, INTU, SLB, OKE, AMZN, MSFT, PGR, GOOGL, NVDA, DIS, TXN, BIL, QCOM. 7,137 filers in all.

# Filer In peers
1 NORGES BANK Non-US, Index-like $210,024,833,565 17 held
2 Capital Research Global Investors Adviser, Diversified active $152,382,984,965 12 held
3 Capital World Investors Adviser, Diversified active $107,821,726,412 9 held
4 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $93,299,741,421 18 held
5 Amundi Holding company, Index-like $86,721,340,809 18 held
6 Capital International Investors Adviser, Diversified active $77,639,129,493 11 held
7 Fisher Asset Management, LLC Adviser, Diversified active $51,886,979,133 16 held
8 Berkshire Hathaway Inc Insurer, Concentrated $48,937,524,232 2 held
9 Jupiter Topco LLC Unknown, Diversified active $43,693,834,140 20 held
10 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $43,448,155,753 15 held

Fund Ownership of CMCO by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 21.14% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.69% 1,065,261
Index ETFs 17.45% 5,036,066
Active ETFs 2.71% 781,773
Active funds 10.34% 2,985,778
Unclassified 1.01% 291,847
All registered funds 35.20% 10,160,725
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 91 Exempt adviser 3 Adviser 8 Bank 14 Insurer 1 Broker-dealer 1 Benefit plan 2 Non-US 5 Holding company 6 Unknown 44
Showing 100 of 180
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $37,182,605 9.66% 2,457,542
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $29,030,339 7.54% 1,918,727
DIMENSIONAL FUND ADVISORS LP $19,188,954 4.98% 1,268,272
VANGUARD CAPITAL MANAGEMENT LLC $18,404,237 4.78% 1,216,407
Blue Grotto Capital, LLC $15,236,969 3.96% 1,007,070
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13,282,853 3.45% 877,915
Stanley Capital Management, LLC $12,936,150 3.36% 855,000
GEODE CAPITAL MANAGEMENT, LLC $11,313,199 2.94% 747,733
Diameter Capital Partners LP $10,829,796 2.81% 715,783
CastleKnight Management LP $10,824,002 2.81% 715,400
T. Rowe Price Investment Management, Inc. $10,349,222 2.69% 684,020
AQR CAPITAL MANAGEMENT LLC $10,032,336 2.61% 663,076
STATE STREET CORP $9,355,559 2.43% 618,345
HEARTLAND ADVISORS INC $8,242,067 2.14% 544,750
VAN DEN BERG MANAGEMENT I, INC $8,088,649 2.10% 534,610
VANGUARD PORTFOLIO MANAGEMENT LLC $7,916,137 2.06% 523,208
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $7,790,542 2.02% 514,907
MORGAN STANLEY $6,881,030 1.79% 454,794
Boston Partners $6,359,290 1.65% 420,310
First Eagle Investment Management, LLC $6,234,104 1.62% 412,036
Bernzott Capital Advisors $6,011,058 1.56% 397,294
MARSHALL WACE, LLP $4,906,611 1.27% 324,297
ESSEX INVESTMENT MANAGEMENT CO LLC $4,298,248 1.12% 269,821
SEGALL BRYANT & HAMILL, LLC $4,179,480 1.09% 276,238
LSV ASSET MANAGEMENT $4,105,464 1.07% 271,346
Empowered Funds, LLC $4,011,037 1.04% 265,105
NORTHERN TRUST CORP $3,668,509 0.95% 242,466
Bank of New York Mellon Corp $3,667,449 0.95% 242,396
Front Street Capital Management, Inc. $3,473,439 0.90% 229,573
CITADEL ADVISORS LLC $3,316,147 0.86% 219,177
GOLDMAN SACHS GROUP INC $3,214,610 0.83% 212,466
BRIDGEWAY CAPITAL MANAGEMENT, LLC $3,182,171 0.83% 210,322
UBS Group AG $3,100,666 0.81% 204,935
SYSTEMATIC FINANCIAL MANAGEMENT LP $3,049,269 0.79% 201,538
CM Management, LLC $3,026,000 0.79% 200,000
Inspire Investing, LLC $2,983,333 0.77% 197,180
VANGUARD FIDUCIARY TRUST CO $2,868,663 0.74% 189,601
RENAISSANCE TECHNOLOGIES LLC $2,257,532 0.59% 149,209
RBF Capital, LLC $2,166,616 0.56% 143,200
ISTHMUS PARTNERS, LLC $2,037,965 0.53% 134,697
FRANKLIN RESOURCES INC $1,974,433 0.51% 130,498
SEI INVESTMENTS CO $1,647,489 0.43% 108,889
JANE STREET GROUP, LLC $1,619,393 0.42% 107,032
Creative Planning $1,544,212 0.40% 102,063
Legato Capital Management LLC $1,413,641 0.37% 93,433
Quantinno Capital Management LP $1,404,169 0.36% 92,807
LAZARD ASSET MANAGEMENT LLC $1,375,740 0.36% 90,928
D. E. Shaw & Co., Inc. $1,324,419 0.34% 87,536
Nuveen, LLC $1,288,137 0.33% 85,138
Allspring Global Investments Holdings, LLC $1,283,976 0.33% 84,863
VICTORY CAPITAL MANAGEMENT INC $1,253,399 0.33% 82,842
Numerai GP LLC $1,249,147 0.32% 82,561
Squarepoint Ops LLC $1,225,272 0.32% 80,983
BANK OF AMERICA CORP /DE/ $1,205,073 0.31% 79,648
Vanguard Global Advisers, LLC $1,173,951 0.30% 77,591
AMERIPRISE FINANCIAL INC $1,169,352 0.30% 77,287
Connor, Clark & Lunn Investment Management Ltd. $1,157,596 0.30% 76,510
Palogic Value Management, L.P. $1,136,293 0.30% 75,102
Invesco Ltd. $1,135,445 0.29% 75,046
Odyssean, LLC $1,104,822 0.29% 73,022
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $1,087,650 0.28% 71,887
WELLS FARGO & COMPANY/MN $1,049,748 0.27% 69,382
Polar Asset Management Partners Inc. $1,037,918 0.27% 68,600
PRICE T ROWE ASSOCIATES INC /MD/ $941,918 0.24% 62,255
Engineers Gate Manager LP $941,131 0.24% 62,203
PRINCIPAL FINANCIAL GROUP INC $917,528 0.24% 60,643
Walleye Capital LLC $916,091 0.24% 60,548
IEQ CAPITAL, LLC $894,576 0.23% 59,126
XTX Topco Ltd $878,417 0.23% 58,058
HSBC HOLDINGS PLC $816,006 0.21% 53,933
Pacific Ridge Capital Partners, LLC $789,740 0.21% 52,197
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $779,195 0.20% 51,500
Y-Intercept (Hong Kong) Ltd $766,073 0.20% 48,090
Orion Porfolio Solutions, LLC $759,147 0.20% 50,175
Jump Financial, LLC $724,651 0.19% 47,895
CITADEL ADVISORS LLC $721,701 0.19% 47,700
EntryPoint Capital, LLC $704,240 0.18% 46,546
Qube Research & Technologies Ltd $688,974 0.18% 45,537
READYSTATE ASSET MANAGEMENT LP $675,282 0.18% 44,632
JANE STREET GROUP, LLC $585,531 0.15% 38,700
RHUMBLINE ADVISERS $564,621 0.15% 37,318
RAYMOND JAMES FINANCIAL INC $537,477 0.14% 35,524
SUSQUEHANNA INTERNATIONAL GROUP, LLP $532,576 0.14% 35,200
TWO SIGMA INVESTMENTS, LP $483,872 0.13% 31,981
ALLIANCEBERNSTEIN L.P. $477,956 0.12% 31,590
Balyasny Asset Management L.P. $474,763 0.12% 31,379
K2 PRINCIPAL FUND, L.P. $453,900 0.12% 30,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $442,009 0.11% 27,747
MERCER GLOBAL ADVISORS INC /ADV $438,664 0.11% 28,993
Voleon Capital Management LP $414,108 0.11% 27,370
DEUTSCHE BANK AG\ $394,499 0.10% 26,074
Mariner, LLC $359,746 0.09% 23,777
CAXTON ASSOCIATES LLP $341,544 0.09% 22,574
Quadrature Capital Ltd $326,611 0.08% 21,587
BAILARD, INC. $309,042 0.08% 19,400
Aquatic Capital Management LLC $304,082 0.08% 20,098
BNP PARIBAS ARBITRAGE, SA $298,272 0.08% 19,714
Caprock Group, LLC $297,864 0.08% 19,687
Janney Montgomery Scott LLC $292,387 0.08% 19,325
MILLENNIUM MANAGEMENT LLC $289,573 0.08% 19,139

Showing the top 100 of 180 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1005229 CUSIP 199333105 13F (30d) 14 filings 14 filers Visit website Investor relations