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CDW (CDW) Institutional Ownership

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$188.70 +0.91 (+0.49%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for CDW (NASDAQ:CDW)

Current
Institutional Ownership
Percentage
93.15%
Number of
Institutional Buyers
(last 12 months)
491
Total
Institutional Inflows
(last 12 months)
$3.25B
Number of
Institutional Sellers
(last 12 months)
357
Total
Institutional Outflows
(last 12 months)
$2.88B
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CDW Institutional Buying and Selling by Quarter

CDW Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cardinal Capital Management Inc.47,810$8.32M0.3%-27.1%0.036%
1/17/2025 Janney Montgomery Scott LLC38,893$6.77M0.0%+0.9%0.029%
1/17/2025 Bartlett & CO. Wealth Management LLC198,678$34.58M0.5%-3.1%0.149%
1/17/2025 Nisa Investment Advisors LLC4,287$746K0.0%-14.0%0.003%
1/17/2025 Simon Quick Advisors LLC4,892$851K0.1%-11.4%0.004%
1/17/2025 MCF Advisors LLC718$125K0.0%-28.8%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH7,316$1.27M0.0%-3.9%0.005%
1/17/2025 Atomi Financial Group Inc.1,370$238K0.0%+9.5%0.001%
1/17/2025 Chesley Taft & Associates LLC4,517$786K0.0%-17.8%0.003%
1/17/2025 Perpetual Ltd801,516$139.50M1.7%+14.6%0.601%
1/16/2025 Crossmark Global Holdings Inc.10,302$1.79M0.0%-2.9%0.008%
1/16/2025 Atwood & Palmer Inc.157,303$27.38M1.9%+0.4%0.118%
1/16/2025 MassMutual Private Wealth & Trust FSB448$78K0.0%-13.5%0.000%
1/16/2025 UMB Bank n.a.2,065$359K0.0%+8.0%0.002%
1/16/2025 Diversify Wealth Management LLC3,232$592K0.0%+45.5%0.002%
1/16/2025 City Holding Co.4,989$868K0.1%-24.1%0.004%
1/16/2025 Romano Brothers AND Company6,502$1.13M0.1%+192.6%0.005%
1/15/2025 Aaron Wealth Advisors LLC1,199$209K0.0%-31.6%0.001%
1/15/2025 HB Wealth Management LLC2,990$520K0.0%-11.8%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.4,419$769K0.0%-29.3%0.003%
1/15/2025 Canoe Financial LP276$48K0.0%+68.3%0.000%
1/15/2025 Merit Financial Group LLC4,093$712K0.0%+35.6%0.003%
1/15/2025 Avanza Fonder AB9,896$1.72M0.1%N/A0.007%
1/15/2025 Wealthcare Advisory Partners LLC4,992$869K0.0%-6.8%0.004%
1/15/2025 Procyon Advisors LLC2,309$402K0.0%-4.6%0.002%
1/15/2025 RDA Financial Network2,256$393K0.1%+37.8%0.002%
1/15/2025 Carnegie Investment Counsel4,074$709K0.0%-12.8%0.003%
1/15/2025 Gateway Investment Advisers LLC120,688$21.01M0.2%-2.5%0.091%
1/14/2025 Argent Capital Management LLC3,683$641K0.0%-88.8%0.003%
1/14/2025 Acropolis Investment Management LLC3,246$565K0.0%-48.4%0.002%
1/14/2025 Park Avenue Securities LLC1,577$274K0.0%-45.0%0.001%
1/14/2025 Kathmere Capital Management LLC2,098$365K0.0%-13.5%0.002%
1/14/2025 Assenagon Asset Management S.A.256,271$44.60M0.1%+7,549.9%0.192%
1/13/2025 Horizon Bancorp Inc. IN703$122K0.1%-10.0%0.001%
1/13/2025 Eastern Bank621$108K0.0%-93.7%0.000%
1/13/2025 Wedmont Private Capital1,373$251K0.0%-20.5%0.001%
1/13/2025 Trust Co. of Toledo NA OH1,787$311K0.0%+9.1%0.001%
1/13/2025 Czech National Bank28,895$5.03M0.0%+6.2%0.022%
1/10/2025 Graypoint LLC1,410$245K0.0%-14.7%0.001%
1/10/2025 ORG Wealth Partners LLC398$69K0.0%N/A0.000%
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1/10/2025 Ridgewood Investments LLC600$104K0.1%N/A0.000%
1/8/2025 First Hawaiian Bank17,246$3.00M0.1%-13.6%0.013%
1/7/2025 Diversified Trust Co8,783$1.53M0.0%N/A0.007%
1/6/2025 Fortem Financial Group LLC4,960$863K0.3%+5.8%0.004%
1/6/2025 Insight Wealth Strategies LLC19,772$3.44M0.5%+13.0%0.015%
1/6/2025 Pensionfund Sabic6,725$1.17M0.3%+28.7%0.005%
1/6/2025 Nordea Investment Management AB11,260$1.97M0.0%+3.6%0.008%
1/3/2025 GAMMA Investing LLC2,017$351K0.0%+6.6%0.002%
12/26/2024JPMorgan Chase & Co.866,309$196.05M0.0%-44.4%0.650%
12/19/2024Principal Financial Group Inc.171,839$38.89M0.0%+0.2%0.129%
12/6/2024Logan Capital Management Inc.29,233$6.62M0.3%-0.3%0.022%
12/6/2024Retirement Systems of Alabama29,093$6.58M0.0%-1.9%0.022%
12/3/2024Oddo BHF Asset Management Sas7,200$1.63M0.1%N/A0.005%
11/27/2024Franklin Resources Inc.108,009$24.14M0.0%+3.4%0.081%
11/25/2024Tidal Investments LLC14,488$3.28M0.0%-13.2%0.011%
11/25/2024Wilmington Savings Fund Society FSB4,299$973K0.0%N/A0.003%
11/25/2024Sanctuary Advisors LLC5,568$1.26M0.0%+5.0%0.004%
11/25/2024Pine Valley Investments Ltd Liability Co2,528$572K0.0%+18.6%0.002%
11/22/2024Fulcrum Equity Management1,442$326K0.3%+4.3%0.001%
11/19/2024M&T Bank Corp67,821$15.35M0.1%-25.2%0.051%
11/19/2024Unigestion Holding SA172,469$39.02M1.9%+917.4%0.129%
11/18/2024Rehmann Capital Advisory Group1,936$441K0.0%+4.4%0.001%
11/18/2024TD Private Client Wealth LLC278$63K0.0%-39.2%0.000%
11/18/2024 Fortem Financial Group LLC4,690$1.06M0.4%N/A0.004%
11/18/2024Teachers Retirement System of The State of Kentucky134,057$30.34M0.3%-0.5%0.101%
11/18/2024Sunbelt Securities Inc.695$157K0.0%-52.2%0.001%
11/18/2024Toronto Dominion Bank75,704$17.13M0.0%+1.0%0.057%
11/18/2024Coldstream Capital Management Inc.1,594$355K0.0%+7.9%0.001%
11/16/2024Geode Capital Management LLC3,481,064$785.64M0.1%+0.9%2.612%
11/15/2024Foyston Gordon & Payne Inc22,367$5.06M1.3%+20.9%0.017%
11/15/2024Vestcor Inc9,329$2.11M0.1%+4.0%0.007%
11/15/2024M&T Bank Corp67,821$15.35M0.0%-25.2%0.051%
11/15/2024Barclays PLC1,156,789$261.78M0.1%+0.3%0.868%
11/15/2024LRI Investments LLC120$27K0.0%-38.5%0.000%
11/15/2024Public Employees Retirement System of Ohio48,800$11.04M0.0%-4.7%0.037%
11/15/2024Nomura Asset Management Co. Ltd.250,503$56.69M0.2%-4.2%0.188%
11/15/2024Y Intercept Hong Kong Ltd3,404$770K0.0%+54.7%0.003%
11/15/2024MML Investors Services LLC7,542$1.71M0.0%-40.3%0.006%
11/15/2024First National Bank of Omaha17,652$4.00M0.3%-7.6%0.013%
11/15/2024Orion Portfolio Solutions LLC7,747$1.75M0.0%+9.6%0.006%
11/15/2024iSAM Funds UK Ltd1,444$327K0.2%N/A0.001%
11/15/2024National Bank of Canada FI81,116$18.36M0.0%+65.3%0.061%
11/15/2024Glen Eagle Advisors LLC327$74K0.0%-23.4%0.000%
11/15/2024iA Global Asset Management Inc.13,616$3.08M0.1%-82.0%0.010%
11/15/2024EP Wealth Advisors LLC5,560$1.26M0.0%+5.1%0.004%
11/15/2024Kovitz Investment Group Partners LLC51,037$11.13M0.1%+18.5%0.038%
11/15/2024Wedgewood Partners Inc.95,851$21.69M4.1%-0.7%0.072%
11/15/2024Wellington Management Group LLP1,964,331$444.53M0.1%-48.6%1.474%
11/15/2024Worldquant Millennium Advisors LLC102,290$23.15M0.2%+374.2%0.077%
11/15/2024Weiss Asset Management LP23,624$5.35M0.1%N/A0.018%
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11/15/2024State Street Corp5,719,348$1.29B0.1%+1.1%4.292%
11/15/2024Stifel Financial Corp74,429$16.84M0.0%-4.0%0.056%
11/15/2024Quantinno Capital Management LP31,533$7.14M0.1%+22.8%0.024%
11/15/2024Royal London Asset Management Ltd.280,763$63.54M0.2%-0.3%0.211%
11/15/2024IHT Wealth Management LLC1,635$353K0.0%+16.5%0.001%
11/15/2024Investment Management Corp of Ontario4,531$1.03M0.0%+49.5%0.003%
11/15/2024Janus Henderson Group PLC1,466,597$331.89M0.2%+7,029.1%1.101%
11/15/2024HighTower Advisors LLC29,264$6.61M0.0%-67.3%0.022%
11/15/2024Hilltop Holdings Inc.1,714$388K0.0%+34.9%0.001%
11/15/2024Holocene Advisors LP761,012$172.22M0.7%N/A0.571%
(Data available from 1/1/2016 forward)

CDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CDW shares?

During the previous two years, 894 institutional investors and hedge funds held shares of CDW. The most heavily invested institutionals were Vanguard Group Inc. ($4.20B), BlackRock Inc. ($1.83B), Morgan Stanley ($1.35B), State Street Corp ($1.29B), Select Equity Group L.P. ($1.09B), Alliancebernstein L.P. ($888.98M), and Geode Capital Management LLC ($785.64M).Learn more on CDW's institutional investors.

What percentage of CDW stock is owned by institutional investors?

93.15% of CDW stock is owned by institutional investors. Learn more on CDW's institutional investor holdings.

Which institutional investors have been buying CDW stock?

Of the 751 institutional investors that purchased CDW stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Financial Services Co. MA ($1.84M), Envestnet Asset Management Inc. ($1.55M), Janus Henderson Group PLC ($1.46M), Cantillon Capital Management LLC ($1.45M), FMR LLC ($1.45M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.23M), and Boston Partners ($841.92K).

How much institutional buying is happening at CDW?

Institutional investors have bought a total of 30,216,502 shares in the last 24 months. This purchase volume represents approximately $6.32B in transactions.

Which CDW major shareholders have been selling company stock?

Of the 554 institutional investors that sold CDW stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($3.39M), Envestnet Asset Management Inc. ($1.81M), Capital World Investors ($1.53M), The Manufacturers Life Insurance Company ($1.01M), 1832 Asset Management L.P. ($973.34K), JPMorgan Chase & Co. ($963.72K), and FMR LLC ($942.11K).

How much institutional selling is happening at CDW?

Institutional investors have sold a total of 26,514,074 shares in the last 24 months. This volume of shares sold represents approximately $5.56B in transactions.



This page (NASDAQ:CDW) was last updated on 1/20/2025 by MarketBeat.com Staff
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