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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | FRANKLIN RESOURCES INC | 2.87 M | $128.07 M | 17.33% | 9.98% |
| 05/10/2024 | BLACKROCK INC. | 2.35 M | $105.07 M | -1.15% | 8.19% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.88 M | $84.06 M | 2.24% | 6.55% |
| 05/14/2024 | MACQUARIE GROUP LTD | 1.58 M | $70.48 M | -2.65% | 5.49% |
| 05/10/2024 | VANGUARD GROUP INC | 1.56 M | $69.51 M | 1.05% | 5.42% |
| 05/08/2024 | GW&K INVESTMENT MANAGEMENT, LLC | 1.27 M | $56.54 M | 27.38% | 4.41% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 961,034 | $42.89 M | -0.01% | 3.34% |
| 05/09/2024 | LORD, ABBETT & CO. LLC | 891,151 | $39.77 M | 0.00% | 3.10% |
| 05/15/2024 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 732,621 | $32.70 M | -1.17% | 2.55% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 653,944 | $29.19 M | 3.13% | 2.28% |
| 05/15/2024 | STATE STREET CORP | 643,117 | $28.70 M | -0.24% | 2.24% |
| 05/15/2024 | ARISTOTLE CAPITAL BOSTON, LLC | 585,951 | $26.15 M | 1.89% | 2.04% |
| 05/15/2024 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 489,321 | $21.84 M | -8.12% | 1.70% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 475,135 | $21.21 M | 114.05% | 1.65% |
| 05/13/2024 | FMR LLC | 452,005 | $20.17 M | -49.72% | 1.57% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 451,283 | $20.14 M | 1.82% | 1.57% |
| 05/13/2024 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 445,754 | $19.89 M | -11.86% | 1.55% |
| 05/15/2024 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 418,239 | $18.67 B | 33.15% | 1.46% |
| 05/15/2024 | SEGALL BRYANT & HAMILL, LLC | 380,543 | $16.98 M | -1.89% | 1.32% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 363,613 | $16.23 M | 1.62% | 1.27% |
| 05/01/2024 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 362,190 | $12.96 M | -14.81% | 1.26% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 345,133 | $15.40 M | -14.58% | 1.20% |
| 05/15/2024 | ROYAL BANK OF CANADA | 334,035 | $14.91 M | -1.00% | 1.16% |
| 05/14/2024 | CHARTWELL INVESTMENT PARTNERS, LLC | 295,329 | $13.18 M | -17.69% | 1.03% |
| 05/14/2024 | NORTHERN TRUST CORP | 258,461 | $11.54 M | -23.06% | 0.90% |
| 05/03/2024 | SKYLANDS CAPITAL, LLC | 243,396 | $10.86 M | -0.08% | 0.85% |
| 05/14/2024 | LOOMIS SAYLES & CO L P | 235,362 | $10.50 M | -0.05% | 0.82% |
| 05/14/2024 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 223,830 | $9.99 M | -4.89% | 0.78% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 221,536 | $9.89 M | 8.55% | 0.77% |
| 05/15/2024 | MEROS INVESTMENT MANAGEMENT, LP | 209,203 | $9.34 M | 0.25% | 0.73% |
| 05/15/2024 | MORGAN STANLEY | 192,656 | $8.60 M | -35.95% | 0.67% |
| 05/09/2024 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 184,281 | $8.22 M | 11.73% | 0.64% |
| 05/14/2024 | LAZARD ASSET MANAGEMENT LLC | 183,428 | $8.19 M | -51.23% | 0.64% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 182,926 | $8.16 M | -4.44% | 0.64% |
| 05/15/2024 | POLAR ASSET MANAGEMENT PARTNERS INC. | 163,600 | $7.30 M | 100.00% | 0.57% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 158,695 | $7.08 M | 10.03% | 0.55% |
| 05/14/2024 | STATE OF WISCONSIN INVESTMENT BOARD | 156,160 | $6.97 M | -14.45% | 0.54% |
| 05/08/2024 | FOUNDRY PARTNERS, LLC | 121,625 | $5.43 M | 23.90% | 0.42% |
| 05/07/2024 | SEI INVESTMENTS CO | 114,200 | $5.10 M | 0.88% | 0.40% |
| 05/13/2024 | PROVIDENCE CAPITAL ADVISORS, LLC | 111,654 | $4.98 M | 1.64% | 0.39% |
| 05/14/2024 | PALOGIC VALUE MANAGEMENT, L.P. | 106,585 | $4.76 M | 0.00% | 0.37% |
| 04/24/2024 | ASSENAGON ASSET MANAGEMENT S.A. | 102,455 | $4.57 M | -23.40% | 0.36% |
| 05/10/2024 | JPMORGAN CHASE & CO | 93,844 | $4.19 M | 19.78% | 0.33% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 90,651 | $4.05 M | -63.47% | 0.32% |
| 05/15/2024 | FOREST HILL CAPITAL, LLC | 88,688 | $3.96 M | 0.00% | 0.31% |
| 05/10/2024 | HILLSDALE INVESTMENT MANAGEMENT INC. | 84,944 | $3.79 M | 100.00% | 0.30% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 84,783 | $3.78 M | 0.20% | 0.30% |
| 05/08/2024 | ISTHMUS PARTNERS, LLC | 84,531 | $3.77 M | 46.87% | 0.29% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 81,475 | $3.64 M | 46.35% | 0.28% |
| 05/13/2024 | TRUIST FINANCIAL CORP | 79,387 | $3.54 M | 18.97% | 0.28% |
A. During the previous two years, 291 institutional investors and hedge funds held shares of Columbus McKinnon Corporation. The most heavily invested institutionals were:
FRANKLIN RESOURCES INC: 2.87 M
BlackRock Inc.: 2.35 M
DIMENSIONAL FUND ADVISORS LP: 1.88 M
MACQUARIE GROUP LTD: 1.58 M
VANGUARD GROUP INC: 1.56 M
GW&K Investment Management, LLC: 1.27 M
A. 95.14% of Columbus McKinnon Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 35.98 M shares in the last 24 months. This purchase volume represents approximately $1.18 B in transactions.
