Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GHC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 416K | $439.4M | +0.6% | 9.557% | 0.01% |
| 2 | Madison Avenue Partners, LP | 246K | $259.9M | 0.0% | 5.652% | 11.30% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 235K | $248.5M | -1.1% | 5.404% | 0.05% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 174K | $183.9M | — | 3.999% | 0.01% |
| 5 | Wallace Capital Management Inc. | 155K | $164.0M | -1.3% | 3.566% | 18.83% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 146K | $154.0M | — | 3.349% | 0.00% |
| 7 | STATE STREET CORP | 125K | $131.7M | -1.9% | 2.864% | 0.00% |
| 8 | FIRST TRUST ADVISORS LP | 93K | $97.8M | +8.9% | 2.127% | 0.07% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 92K | $97.5M | +7.1% | 2.121% | 0.04% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 88K | $92.8M | +0.7% | 2.018% | 0.01% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44K | $46.7M | -3.5% | 1.015% | 0.01% |
| 12 | NORTHERN TRUST CORP | 41K | $43.2M | +3.3% | 0.939% | 0.01% |
| 13 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 38K | $39.9M | +5.7% | 0.868% | 1.96% |
| 14 | MORGAN STANLEY | 37K | $38.6M | +22.5% | 0.840% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 31K | $33.0M | -13.0% | 0.717% | 0.00% |
| 16 | Bank of New York Mellon Corp | 29K | $31.2M | -32.2% | 0.678% | 0.01% |
| 17 | RAYMOND JAMES FINANCIAL INC | 29K | $30.9M | +0.4% | 0.673% | 0.01% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 28K | $29.7M | +342.1% | 0.645% | 0.02% |
| 19 | Invesco Ltd. | 25K | $26.9M | +3.8% | 0.585% | 0.00% |
| 20 | LONDON CO OF VIRGINIA | 24K | $25.5M | -3.5% | 0.554% | 0.16% |
| 21 | FRANKLIN RESOURCES INC | 22K | $23.7M | +66.9% | 0.515% | 0.01% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 22K | $23.0M | — | 0.500% | 0.01% |
| 23 | Allspring Global Investments Holdings, LLC | 16K | $16.8M | +43.2% | 0.363% | 0.03% |
| 24 | GAMCO INVESTORS, INC. ET AL | 13K | $14.2M | -0.5% | 0.310% | 0.14% |
| 25 | BANK OF AMERICA CORP /DE/ | 13K | $14.1M | +11.0% | 0.306% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in GHC — a direct measure of their conviction.
Filings activity in GHC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 321 | 5.9% | 54.31% | 2.48 pp | $2.77B | 4.4% |
| Q4 2025 | 341 | +7.9% | 56.79% | 4.55 pp | $2.90B | 7.4% |
| Q3 2025 | 316 | +2.6% | 61.34% | +12.25 pp | $3.13B | +25% |
| Q2 2025 | 308 | +5.5% | 49.09% | +1.07 pp | $2.51B | +2.2% |
| Q1 2025 | 292 | +2.5% | 48.02% | +5.00 pp | $2.45B | +12% |
| Q4 2024 | 285 | +12% | 43.02% | +2.32 pp | $2.20B | +5.7% |
| Q3 2024 | 254 | +1.6% | 40.70% | +4.96 pp | $2.08B | +14% |
| Q2 2024 | 250 | — | 35.74% | — | $1.83B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GHC stock.
Based on Q1 2026 13F filings, institutional ownership of Graham Holdings Company stands at 54.3%, held across 321 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of GHC, with approximately 415,637 shares worth $0.44B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of GHC.
Our composite Smart Money Score for GHC is 20 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
38 institutions opened new positions in GHC during Q1 2026, while 58 fully exited. 85 added to existing positions and 198 trimmed.
GHC institutional ownership fell by 2.48 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 67.4% of all reported 13F value in GHC, and the top 25 account for 83.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Graham Holdings Company (GHC) Institutional Ownership