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Columbus McKinnon Corp. 13F holders

175 funds reported a position in Columbus McKinnon Corp. in their 13F for the quarter ended 30 June 2026, together 25.7 million shares worth $389.1 million. Against the quarter before, 17 opened a position, 60 added, 68 trimmed and 40 sold out; together they sold a net 2.7 million shares. The largest holders: BlackRock, Inc., Mirae Asset Global ETFS Holdings Ltd. and Dimensional Fund Advisors LP.

Funds holding175-24 on Q1 2026
Shares they held25.7Mworth $389.1 million
Net sold on the quarter2.7M sharesabout $41.3 million at the funds' values
Funds buying to selling77 to 108opened or added, to cut or sold
Opened 17Added 60Held 29Trimmed 68Sold out 40
Opened: 17 fundsAdded: 60 fundsHeld: 29 fundsTrimmed: 68 fundsSold out: 40 funds

What each fund did in CMCO against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 207 funds, 28.0 million shares207Q3 2024Q4 2024: 200 funds, 29.0 million shares200Q4 2024Q1 2025: 208 funds, 28.3 million shares208Q1 2025Q2 2025: 196 funds, 26.9 million shares196Q2 2025Q3 2025: 193 funds, 26.4 million shares193Q3 2025Q4 2025: 194 funds, 26.0 million shares194Q4 2025Q1 2026: 199 funds, 27.9 million shares199Q1 2026Q2 2026: 175 funds, 25.7 million shares175Q2 2026

Funds reporting a position in CMCO in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 31 reported a position in Columbus McKinnon Corp.: 4 opened one, 5 added, 15 trimmed and 7 sold out, a net 266,027 shares sold.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 6 reported a position in Columbus McKinnon Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 747,733 shares worth $11.3 million, 0.0% of its reported book. New this quarter: Citadel Advisors. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 29,959 shares, about $453,280 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management747,733$11.3 million0.0%+25,257added30 June 202613F
Citadel Advisors219,177$3.3 million0.0%+219,177new30 June 202613F
Renaissance Technologies149,209$2.3 million0.0%-220,114trimmed30 June 202613F
Two Sigma Investments31,981$483,8730.0%+3,300added30 June 202613F
Millennium Management19,139$289,5730.0%+8,345added30 June 202613F
FMR LLC14,544$220,0490.0%-6,006trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.2,457,5429.55%$37.2 million0.00%-64,56013F
Mirae Asset Global ETFS Holdings Ltd.1,918,7277.46%$29.0 million0.04%+150,03213F
Dimensional Fund Advisors LP1,268,2724.93%$19.2 million0.00%-70,77213F
Vanguard Capital Management LLC1,216,4074.73%$18.4 million0.00%+1,79113F
Blue Grotto Capital, LLC1,007,0703.91%$15.2 million1.27%+25,99713F
Hotchkis & Wiley Capital Management LLC877,9153.41%$13.3 million0.04%+189,50013F
Stanley Capital Management, LLC855,0003.32%$12.9 million1.72%+130,00013F
First Eagle Investment Management, LLC824,0723.20%$12.5 million0.01%13F
Geode Capital Management, LLC747,7332.91%$11.3 million0.00%+25,25713F
Diameter Capital Partners LP715,7832.78%$10.8 million1.43%no change13F
CastleKnight Management LP715,4002.78%$10.8 million0.40%+89,30013F
T. Rowe Price Investment Management, Inc.684,0202.66%$10.3 million0.01%-3,21413F
AQR Capital Management LLC663,0762.58%$10.0 million0.00%-481,79713F
State Street Corp.618,3452.40%$9.4 million0.00%-6,63113F
Heartland Advisors Inc.544,7502.12%$8.2 million0.37%-149,30013F
Van Den Berg Management I, Inc.534,6102.08%$8.1 million1.71%+56,28213F
Vanguard Portfolio Management LLC523,2082.03%$7.9 million0.00%+111,54713F
Charles Schwab Investment Management Inc.514,9072.00%$7.8 million0.00%-72,65713F
Morgan Stanley454,7941.77%$6.9 million0.00%-450,44813F
Boston Partners420,3101.63%$6.4 million0.01%+207,19213F
Bernzott Capital Advisors397,2941.54%$6.0 million2.41%-56,55813F
Marshall Wace, LLP324,2971.26%$4.9 million0.00%-60,51313F
Essex Investment Management Co. LLC278,3161.08%$4.2 million0.55%+66,60913F
Segall Bryant & Hamill, LLC276,2381.07%$4.2 million0.05%-444,07613F
LSV Asset Management271,3461.05%$4.1 million0.01%+3,00013F
Empowered Funds, LLC265,1051.03%$4.0 million0.02%+2,97613F
Northern Trust Corp.242,4660.94%$3.7 million0.00%+12,37413F
Bank of New York Mellon Corp242,3960.94%$3.7 million0.00%+4,61513F
Front Street Capital Management, Inc.229,5730.89%$3.5 million0.39%+17,51713F
Citadel Advisors LLC219,1770.85%$3.3 million0.00%new13F
Goldman Sachs Group Inc.212,4660.83%$3.2 million0.00%-40,32713F
Bridgeway Capital Management, LLC210,3220.82%$3.2 million0.06%+7,10213F
UBS Group AG204,9350.80%$3.1 million0.00%-65,22213F
Systematic Financial Management LP201,5380.78%$3.0 million0.06%-89,06513F
CM Management, LLC200,0000.78%$3.0 million1.92%+110,00013F
Inspire Investing, LLC197,1800.77%$3.0 million0.12%+161,70213F
Vanguard Fiduciary Trust Co.189,6010.74%$2.9 million0.00%+97413F
Palogic Value Management, L.P.150,2040.58%$2.3 million0.41%13F
Renaissance Technologies LLC149,2090.58%$2.3 million0.00%-220,11413F
RBF Capital, LLC143,2000.56%$2.2 million0.09%no change13F
Isthmus Partners, LLC134,6970.52%$2.0 million0.20%+10,64813F
Franklin Resources Inc.130,4980.51%$2.0 million0.00%+17,65413F
Sei Investments Co.108,8890.42%$1.6 million0.00%-78,08013F
Jane Street Group, LLC107,0320.42%$1.6 million0.00%-141,27913F
Creative Planning102,0630.40%$1.5 million0.00%-35,15713F
Legato Capital Management LLC93,4330.36%$1.4 million0.12%+27,04413F
Quantinno Capital Management LP92,8070.36%$1.4 million0.00%-8,33213F
Lazard Asset Management LLC90,9280.35%$1.4 million0.00%-98,73713F
D. E. Shaw & Co., Inc.87,5360.34%$1.3 million0.00%-12,44713F
Nuveen, LLC85,1380.33%$1.3 million0.00%-8,39813F
The 50 largest of the 175 funds that reported a position in CMCO in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on CMCO

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls47,700$721,70130 June 202613F
Citadel AdvisorsPuts14,000$211,82030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
7 October 202613G/AGlobal X Management CO LLC and 1 other3.0 million10.3%30 September 2026passive, institutional (13d-1(b))EDGAR
15 May 202613GGlobal X Management CO LLC and 1 other1.8 million6.2%31 March 2026passive, institutional (13d-1(b))EDGAR
6 May 202613G/AInvesco Ltd. and 1 other84,6150.3%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
6 February 202613DCd&R Xii Keystone Holdings, L.P. and 2 others21.2 million42.5%3 February 2026On February 10, 2025, the Issuer entered into a Stock Purchase Agreement (the "Stock Purchase Agreement") with Kito Crosby Limited, a company incorporated under the laws of England and Wales ("Kito Crosby"), to acquire all of the issued andEDGAR
21 January 202613G/ADimensional Fund Advisors LP and 1 other1.4 million4.8%31 December 2025passive, institutional (13d-1(b))EDGAR
13 November 202513G/AMacquarie Group Limited and 5 others00.0%30 September 2025passive, institutional (13d-1(b))EDGAR
6 November 202513GInvesco Ltd. and 1 other1.5 million5.1%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
18 August 20261$19.08SEC
13 August 2026273$19.28SEC
3 August 202648,562$19.17SEC
31 July 20264,707$20.68SEC
29 July 202627$16.21SEC
28 July 20267$16.38SEC
20 July 202642$14.36SEC
16 July 202658$14.08SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 48,562 on 3 August 2026. A fail is an operational fact about settlement, not a position.