Columbus McKinnon Corporation (CMCO) Ownership

38.97 ↓0.13 (-0.33%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Columbus McKinnon Corporation (CMCO), owning a total of 2.3 million shares. Combined, the top 32 institutional holders of CMCO own 86.44% of the company with a total of 24.8 million shares.

In the latest ownership report on September 30th 2024, the top 32 institutional holders decreased their combined ownership of CMCO by 1.7 million shares. 8 institutions bought 567,214 total additional shares and increased their ownership by an average of 9.18%. However 4 institutions sold 2,265,571 total shares and decreased their ownership by an average of 30.69%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Columbus McKinnon Corporation decreased by a net total of -1,698,357 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dimensional Fund Advisors, Inc.	6.625%	0.508%	1,900,595	9,596	2024-09-30
Vanguard Group Inc	5.551%	3.137%	1,592,546	48,434	2024-09-30
Barrow Hanley Mewhinney & Strauss LLC	4.752%	32.499%	1,363,343	334,397	2024-09-30
GW&K Investment Management, LLC	4.344%	-2.206%	1,246,286	-28,112	2024-09-30
Lord, Abbett & Co LLC	3.499%	-45.972%	1,003,751	-854,089	2024-09-30
Systematic Financial Management LP	2.727%	11.967%	782,274	83,610	2024-09-30
Geode Capital Management, LLC	2.398%	1.562%	687,852	10,581	2024-09-30
Franklin Resources Inc	1.706%	-73.811%	489,516	-1,379,672	2024-09-30
FMR Inc	1.660%	-0.771%	476,203	-3,698	2024-09-30
Punch & Associates Inv Mgmt Inc	1.495%	1.893%	429,038	7,969	2024-09-30
Charles Schwab Investment Management Inc	1.362%	5.055%	390,745	18,802	2024-09-30
Segall Bryant & Hamill	1.303%	16.817%	373,893	53,825	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.135%	-0.860%	2,333,898	-20,238	2024-06-30
Dimensional Fund Advisors, Inc.	6.625%	0.508%	1,900,595	9,596	2024-09-30
Vanguard Group Inc	5.551%	3.137%	1,592,546	48,434	2024-09-30
Macquarie Group Ltd	5.528%	0.420%	1,585,821	6,625	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	4.752%	32.499%	1,363,343	334,397	2024-09-30
GW&K Investment Management, LLC	4.344%	-2.206%	1,246,286	-28,112	2024-09-30
Lord, Abbett & Co LLC	3.499%	-45.972%	1,003,751	-854,089	2024-09-30
Westwood Holdings Group Inc	3.454%	15.976%	988,007	136,103	2022-09-30
Allspring Global Investments Holdings, LLC	3.361%	0.333%	964,234	3,200	2024-06-30
Goldman Sachs Group Inc	2.810%	55.247%	808,054	287,557	2023-12-31
Victory Capital Management Inc.	2.779%	-17.806%	798,529	-172,990	2023-09-30
Systematic Financial Management LP	2.727%	11.967%	782,274	83,610	2024-09-30
Geode Capital Management, LLC	2.398%	1.562%	687,852	10,581	2024-09-30
State Street Corp	2.254%	0.562%	646,729	3,612	2024-06-30
State Street Corporation	2.227%	-0.245%	643,117	-1,578	2024-03-31
Aristotle Capital Boston, LLC	2.007%	-1.751%	575,694	-10,257	2024-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.003%	0.000%	574,587	574,587	2024-06-30
Franklin Resources Inc	1.706%	-73.811%	489,516	-1,379,672	2024-09-30
FMR Inc	1.660%	-0.771%	476,203	-3,698	2024-09-30
Bank of America Corp	1.630%	3.653%	467,769	16,486	2024-06-30
Granahan Investment Management Inc..	1.539%	-9.756%	441,584	-47,737	2024-06-30
TimesSquare Capital Management, LLC	1.526%	-5.349%	436,570	-24,670	2022-12-31
Neumeier Investment Counsel LLC	1.520%	-2.175%	436,059	-9,695	2024-06-30
Punch & Associates Inv Mgmt Inc	1.495%	1.893%	429,038	7,969	2024-09-30
Morgan Stanley - Brokerage Accounts	1.485%	10.601%	426,158	40,846	2024-06-30
Mirae Asset Global Investments (Korea) Co Ltd	1.479%	-0.877%	425,179	-3,762	2023-12-31
Royal Bank of Canada	1.427%	-18.873%	408,191	-94,960	2022-12-31
Charles Schwab Investment Management Inc	1.362%	5.055%	390,745	18,802	2024-09-30
Chartwell Investment Partners, LLC	1.347%	-2.635%	386,992	-10,473	2023-06-30
Lazard Asset Management LLC	1.308%	2.345%	376,106	8,616	2023-12-31
Segall Bryant & Hamill	1.303%	16.817%	373,893	53,825	2024-09-30
Nuveen Asset Management, LLC	1.200%	-27.058%	346,575	-128,560	2024-06-30

Mutual Fund Ownership

Franklin Small Cap Value SMA Composite is the biggest individual fund holder of Columbus McKinnon Corporation (CMCO), owning a total of 1.9 million shares. Combined, the top 39 mutual fund holders of CMCO own 72.65% of the company with a total of 20.9 million shares.

In the latest ownership report on October 31st 2024, the top 39 fund holders increased their combined ownership of CMCO by 15 thousand shares. 1 funds bought 1,001 total additional shares and increased their ownership by an average of 0.43%. However 3 funds sold 15,648 total shares and decreased their ownership by an average of 0.67%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Columbus McKinnon Corporation decreased by a net total of -14,647 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.016%	-1.435%	865,151	-12,598	2024-10-31
Allspring Special Small Cap Value A	2.617%	0.000%	750,807	0	2024-10-31
iShares Russell 2000 ETF	2.512%	-0.225%	720,778	-1,624	2024-10-31
Global X US Infrastructure Dev ETF	1.915%	0.000%	549,337	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.477%	-0.335%	423,692	-1,426	2024-10-31
iShares Russell 2000 Value ETF	0.930%	0.000%	266,917	0	2024-10-31
Embark Small Cap Equity Institutional	0.820%	0.428%	235,125	1,001	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin Small Cap Value SMA Composite	6.466%	12.164%	1,865,951	202,353	2024-03-31
Delaware Small Cap Core I	5.740%	-0.616%	1,646,696	-10,205	2024-09-30
Macquarie US Small Cap Core Equity	4.532%	-1.157%	1,308,877	-15,317	2024-03-31
Delaware US Small Cap Core Equity (SMA)	4.532%	-1.157%	1,308,877	-15,317	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.032%	9.904%	871,263	78,516	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.016%	-1.435%	865,151	-12,598	2024-10-31
Allspring Special Small Cap Value A	2.617%	0.000%	750,807	0	2024-10-31
iShares Russell 2000 ETF	2.512%	-0.225%	720,778	-1,624	2024-10-31
FIAM Small Cap Core Class B	2.092%	2.325%	598,500	13,600	2022-12-31
Victory Small Cap Value CIT (Net 75)	2.001%	-19.014%	575,000	-135,000	2023-09-30
Victory Sycamore Small Company Opp R	2.001%	-19.014%	575,000	-135,000	2023-09-30
Lord Abbett Value Opportunities I	1.991%	13.825%	571,210	69,376	2024-09-30
Lord Abbett & Co. Small to Mid Value	1.991%	14.104%	571,210	70,606	2024-09-30
American Beacon Small Cp Val R5	1.951%	34.282%	559,619	142,870	2024-09-30
Global X US Infrastructure Dev ETF	1.915%	0.000%	549,337	0	2024-10-31
DFA US Small Cap Value I	1.621%	1.163%	465,099	5,346	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.477%	-0.335%	423,692	-1,426	2024-10-31
Vanguard Extended Market Index Investor	1.414%	-0.020%	406,083	-79	2023-08-31
FIAM Small Cap Core Composite	1.291%	-39.536%	372,637	-243,663	2023-12-31
FIAM Small Cap Core CIT Cl B	1.296%	-20.732%	372,637	-97,463	2023-12-31
GW&K Small/Mid Cap Core CIT I	1.217%	0.998%	349,126	3,450	2024-09-30
Westwood Quality SmallCap Fund Inst	1.219%	16.726%	348,941	50,000	2022-09-30
Westwood Mgt SmallCap Value	1.219%	16.726%	348,941	50,000	2022-09-30
GW&K S/M Cp Cor Eq	1.213%	0.000%	347,144	0	2022-09-30
Goldman Sachs Small Cap Value A	1.197%	-25.431%	343,907	-117,285	2023-03-31
Lazard Global Small Cap Equity	1.168%	-2.866%	334,142	-9,860	2022-12-31
Desjardins Global Small Cap Equity A	1.167%	-1.570%	334,142	-5,331	2022-12-31
Franklin Small Cap Value VIP 1	1.062%	0.000%	306,826	0	2024-08-31
Fidelity Small Cap Index	1.016%	-2.156%	291,383	-6,420	2024-08-31
Strategic Advisers® Fidelity US TtlStk	0.986%	0.000%	283,310	0	2023-09-30
iShares Russell 2000 Value ETF	0.930%	0.000%	266,917	0	2024-10-31
DFA US Targeted Value I	0.900%	0.000%	258,294	0	2024-09-30
Foundry Partners Micro Cap Value	0.896%	32.890%	256,975	63,600	2024-09-30
Franklin US Small Cap Value Equity	0.891%	-78.222%	255,563	-917,910	2024-09-30
Franklin Small Cap Value A	0.891%	-74.456%	255,563	-744,936	2024-09-30
CREF Stock R1	0.860%	-5.799%	248,214	-15,280	2024-05-31
Strategic Advisers Fidelity US TtlStk	0.838%	0.000%	240,320	0	2024-09-30
Embark Small Cap Equity Institutional	0.820%	0.428%	235,125	1,001	2024-10-31
Neumeier Poma Small Cap Value	0.675%	-51.838%	193,579	-208,355	2024-09-30