Fund shareholders of Columbus McKinnon Corp/NY
ISIN US1993331057 · United States · LEI 549300W3HQB0HO1F3G69
- Fund shareholders
- 177
- Of which ETFs
- 37 140 other funds
- Value held
- 158.5M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 1,641,033 | 31.1M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 856,762 | 12.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 702,289 | 10.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Heartland Value Fund HEARTLAND GROUP INC. | 500,000 | 7.3M $ | 0.75 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 328,410 | 5.1M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 325,912 | 4.7M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 304,238 | 4.7M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 296,139 | 5.6M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 282,952 | 4.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 245,884 | 3.6M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 186,800 | 2.7M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 152,811 | 2.9M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 151,957 | 2.9M $ | 0.37 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 149,376 | 2.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Tarkio Fund Clark Fork Trust | 141,725 | 2.7M $ | 1.10 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 140,420 | 2.7M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 139,451 | 2.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 133,744 | 2.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 132,585 | 1.9M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 127,695 | 2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 124,681 | 1.8M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 112,784 | 1.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 105,045 | 1.6M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust | 104,612 | 1.5M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 94,268 | 1.8M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 91,627 | 1.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 81,035 | 1.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Putnam Small Cap Value Fund Putnam Investment Funds | 77,600 | 1.5M $ | 0.52 % | as of Feb 28, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 76,206 | 1.2M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 75,000 | 1.1M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 74,157 | 1.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 71,299 | 1M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 66,357 | 1M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 62,765 | 969.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 59,154 | 913.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 55,108 | 800.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 53,518 | 1M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 51,500 | 748.3K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 50,993 | 740.9K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 50,241 | 953.6K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 49,126 | 759K $ | 0.68 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 47,817 | 694.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 47,200 | 685.8K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 44,798 | 650.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 41,921 | 795.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,435 | 593.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 35,735 | 552.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 35,455 | 515.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 33,956 | 644.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 33,022 | 479.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 32,326 | 613.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 31,721 | 460.9K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 29,331 | 426.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 29,212 | 554.4K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 29,200 | 424.3K $ | 0.40 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,958 | 432K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 27,828 | 528.2K $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 21,377 | 330.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,756 | 393.9K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 20,498 | 316.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,408 | 282K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 19,400 | 299.7K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 19,049 | 276.8K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 17,530 | 254.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 17,002 | 247K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,620 | 315.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 16,548 | 240.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 16,542 | 255.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 15,943 | 302.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 15,270 | 235.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 14,700 | 213.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust | 14,591 | 212K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 14,070 | 204.4K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 13,992 | 203.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 13,948 | 215.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 12,990 | 188.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,673 | 195.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 12,514 | 181.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 12,508 | 181.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,349 | 190.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 12,309 | 190.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 10,837 | 205.7K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,700 | 203.1K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 10,450 | 151.8K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 10,341 | 159.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 10,148 | 147.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,024 | 154.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 9,973 | 144.9K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,897 | 143.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 7,786 | 120.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,417 | 107.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 6,686 | 97.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 6,650 | 96.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,396 | 92.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Greater Western New York Series BULLFINCH FUND INC | 5,950 | 91.9K $ | 2.37 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,558 | 80.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,535 | 80.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,453 | 79.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,198 | 75.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,082 | 78.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Greater Western New York Series BULLFINCH FUND INC | 2.37 % | as of Apr 30, 2026 ↗ |
| Tarkio Fund Clark Fork Trust | 1.10 % | as of Feb 28, 2026 ↗ |
| Heartland Value Fund HEARTLAND GROUP INC. | 0.75 % | as of Mar 31, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 0.68 % | as of Apr 30, 2026 ↗ |
| Invesco NASDAQ Future Gen 200 ETF Invesco Exchange-Traded Fund Trust II | 0.54 % | as of Feb 28, 2026 ↗ |
| Putnam Small Cap Value Fund Putnam Investment Funds | 0.52 % | as of Feb 28, 2026 ↗ |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 0.40 % | as of Mar 31, 2026 ↗ |
| SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust | 0.39 % | as of Mar 31, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 0.37 % | as of Feb 28, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.33 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 177 | +8 | 9,777,071 | +0.9 % |
| 2026Q1 | 169 | -5 | 9,686,063 | -1.5 % |
| 2025Q4 | 174 | -1 | 9,838,216 | -15.9 % |
| 2025Q3 | 175 | -10 | 11,702,148 | -0.5 % |
| 2025Q2 | 185 | -29 | 11,759,800 | -16.2 % |
| 2025Q1 | 214 | -1 | 14,034,361 | +0.5 % |
| 2024Q4 | 215 | -3 | 13,958,077 | -0.4 % |
| 2024Q3 | 218 | -10 | 14,020,449 | -4.4 % |
| 2024Q2 | 228 | +8 | 14,669,149 | +5.2 % |
| 2024Q1 | 220 | -1 | 13,948,824 | -3.6 % |
| 2023Q4 | 221 | 14,464,499 |
Institutional managers
191 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,522,102 | 36.6M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,768,695 | 25.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,339,044 | 19.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,144,873 | 16.6M $ | as of Mar 31, 2026 |
| Blue Grotto Capital, LLC | 981,073 | 14.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 905,242 | 13.2M $ | as of Mar 31, 2026 |
| Stanley Capital Management, LLC | 725,000 | 10.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 722,476 | 10.5M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 720,314 | 10.5M $ | as of Mar 31, 2026 |
| Diameter Capital Partners LP | 715,783 | 10.4M $ | as of Mar 31, 2026 |
| HEARTLAND ADVISORS INC | 694,050 | 10.1M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 688,415 | 10M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 687,234 | 10K $ | as of Mar 31, 2026 |
| CastleKnight Management LP | 626,100 | 9.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 624,976 | 9.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 587,564 | 8.5M $ | as of Mar 31, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | 478,328 | 7M $ | as of Mar 31, 2026 |
| Bernzott Capital Advisors | 453,852 | 6.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 394,153 | 5.7M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 384,810 | 5.6M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 370,728 | 5.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 369,323 | 5.4M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 334,581 | 4.9M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 321,029 | 4.7M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 290,603 | 4.2M $ | as of Mar 31, 2026 |
Declared shareholders of Columbus McKinnon Corp/NY
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Global X Management CO LLC | 6.15 % | 1,766,439 | as of Mar 31, 2026 · SCHEDULE 13G |
| Invesco Ltd. | 0.30 % | 84,615 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Columbus McKinnon Corp/NY
188 funds declare 191 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Columbus McKinnon Corp/NY". https://titelia.com/en/stocks/columbus-mckinnon-corp-ny-US1993331057