COLUMBUS MCKINNON CORP N Y CMCO
COM · Common Stock · CUSIP 199333105
Company in Amherst, United States
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Shares outstanding: 28.8m as of 2026-06-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $15.12. Options: 6 managers hold calls ($3.0m notional), 4 hold puts ($640.0k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 142 |
| Q4 2022 | 155 |
| Q1 2023 | 154 |
| Q2 2023 | 167 |
| Q3 2023 | 176 |
| Q4 2023 | 192 |
| Q1 2024 | 206 |
| Q2 2024 | 214 |
| Q3 2024 | 208 |
| Q4 2024 | 201 |
| Q1 2025 | 209 |
| Q2 2025 | 197 |
| Q3 2025 | 193 |
| Q4 2025 | 194 |
| Q1 2026 | 199 |
| Q2 2026 | 176 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 111 | 101 |
| Q4 2024 | 102 | 103 |
| Q1 2025 | 136 | 96 |
| Q2 2025 | 116 | 109 |
| Q3 2025 | 100 | 96 |
| Q4 2025 | 101 | 88 |
| Q1 2026 | 101 | 93 |
| Q2 2026 | 83 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.0k | $178.9k | 89.45 |
| Q4 2025 | $633.1k | $0 | 0.00 |
| Q1 2026 | $1.6m | $3.8m | 2.39 |
| Q2 2026 | $3.0m | $640.0k | 0.21 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +489.5k |
| CITADEL ADVISORS LLC | New | +219.2k |
| Boston Partners | Added | +207.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +189.5k |
| Inspire Investing, LLC | Added | +161.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +150.0k |
| Stanley Capital Management, LLC | Added | +130.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +111.5k |
| CM Management, LLC | Added | +110.0k |
| CastleKnight Management LP | Added | +89.3k |
Biggest sellers
| AQR CAPITAL MANAGEMENT LLC | Reduced | -481.8k |
| MORGAN STANLEY | Reduced | -450.4k |
| SEGALL BRYANT & HAMILL, LLC | Reduced | -444.1k |
| Hillsdale Investment Management Inc. | Sold out | -370.7k |
| AMERIPRISE FINANCIAL INC | Reduced | -316.9k |
| Qube Research & Technologies Ltd | Reduced | -275.5k |
| MACKENZIE FINANCIAL CORP | Sold out | -245.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -220.1k |
| HEARTLAND ADVISORS INC | Reduced | -149.3k |
| JANE STREET GROUP, LLC | Reduced | -141.3k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $721.7k47.7k shares |
| JANE STREET GROUP, LLC | New | $585.5k38.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $532.6k35.2k shares |
| K2 PRINCIPAL FUND, L.P. | Unchanged | $453.9k30.0k shares |
| GROUP ONE TRADING LLC | New | $361.6k23.9k shares |
| SIMPLEX TRADING, LLC | Added | $355.6k23.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $211.8k14.0k shares |
| IMC-Chicago, LLC | Reduced | $175.5k11.6k shares |
| JANE STREET GROUP, LLC | Reduced | $158.9k10.5k shares |
| SIMPLEX TRADING, LLC | Added | $93.8k6.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
CD&R Investment Associates XII, Ltd.
13D · may seek influence
new · filed 2026-02-06
Stated purposeOn 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 and outstanding equity of Kito Crosby on the terms set forth in the Stock Purchase Agreement (the "Kito Crosby Acquisition"). On February 10, 2025, in connection with the execution of the Stock Purchase Agreement, the Issuer entered into an Investment Agreement (the "Investment Agreement") with CD&R Holdings and Clayton, Dubilier & Rice Fund XII, L.P. (together with its affiliates the "CD&R Investors"), with Clayton, Dubilier & Rice Fund XII, L.P. participating solely for the purpose of limited provisions therein, providing for the purchase by CD&R Holdings… Full filing |
42.5% |
| Global X Management CO LLC 13G · institution +4.1 pts · filed 2026-10-07 | 10.3% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 7.2% |
Fell to 5% or below in the last year: Invesco Ltd. (0.3%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-26), DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-01-21), MACQUARIE GROUP LTD (0.0%, 2025-11-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $1.0m | 0 | — | — |
| Q1 2025 | 8 | $1.1m | 0 | — | — |
| Q2 2025 | 2 | $28.9k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 4 | $159.9k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 2 | $194.7k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-20 | STEPHENS CHRISTOPHER J Director | Bought | $47.1k2.8k shares |
| 2026-07-31 | Linker John R EVP, Finance and CFO · Held jointly with spouse as joint tenants with right of survivorship | Bought | $147.5k7.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.5m $37.2m | Reduced -64.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 1.9m $29.0m | Added +150.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.3m $19.2m | Reduced -70.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2m $18.4m | Added +1.8k |
| Blue Grotto Capital, LLC 1.27% of their portfolio | 1.0m $15.2m | Added +26.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 877.9k $13.3m | Added +189.5k |
| Stanley Capital Management, LLC 1.72% of their portfolio | 855.0k $12.9m | Added +130.0k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 824.1k $12.5m | Added +489.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 747.7k $11.3m | Added +25.3k |
| Diameter Capital Partners LP 1.15% of their portfolio | 715.8k $10.8m | Unchanged |
| CastleKnight Management LP 0.39% of their portfolio | 715.4k $10.8m | Added +89.3k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 684.0k $10.3m | Reduced -3.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 663.1k $10.0m | Reduced -481.8k |
| STATE STREET CORP 0.00% of their portfolio | 618.3k $9.4m | Reduced -6.6k |
| HEARTLAND ADVISORS INC 0.37% of their portfolio | 544.8k $8.2m | Reduced -149.3k |
| VAN DEN BERG MANAGEMENT I, INC 1.71% of their portfolio | 534.6k $8.1m | Added +56.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 523.2k $7.9m | Added +111.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 514.9k $7.8m | Reduced -72.7k |
| MORGAN STANLEY 0.00% of their portfolio | 454.8k $6.9m | Reduced -450.4k |
| Boston Partners 0.01% of their portfolio | 420.3k $6.4m | Added +207.2k |
| Bernzott Capital Advisors 2.41% of their portfolio | 397.3k $6.0m | Reduced -56.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 324.3k $4.9m | Reduced -60.5k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.55% of their portfolio | 278.3k $4.2m | Added +66.6k |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 276.2k $4.2m | Reduced -444.1k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 271.3k $4.1m | Added +3.0k |
| Empowered Funds, LLC 0.02% of their portfolio | 265.1k $4.0m | Added +3.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 242.5k $3.7m | Added +12.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 242.4k $3.7m | Added +4.6k |
| Front Street Capital Management, Inc. 0.39% of their portfolio | 229.6k $3.5m | Added +17.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 219.2k $3.3m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 212.5k $3.2m | Reduced -40.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 210.3k $3.2m | Added +7.1k |
| UBS Group AG 0.00% of their portfolio | 204.9k $3.1m | Reduced -65.2k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.06% of their portfolio | 201.5k $3.0m | Reduced -89.1k |
| CM Management, LLC 1.92% of their portfolio | 200.0k $3.0m | Added +110.0k |
| Inspire Investing, LLC 0.12% of their portfolio | 197.2k $3.0m | Added +161.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 189.6k $2.9m | Added +974 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 149.2k $2.3m | Reduced -220.1k |
| RBF Capital, LLC 0.09% of their portfolio | 143.2k $2.2m | Unchanged |
| ISTHMUS PARTNERS, LLC 0.20% of their portfolio | 134.7k $2.0m | Added +10.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 130.5k $2.0m | Added +17.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 108.9k $1.6m | Reduced -78.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 107.0k $1.6m | Reduced -141.3k |
| Creative Planning 0.00% of their portfolio | 102.1k $1.5m | Reduced -35.2k |
| Legato Capital Management LLC 0.12% of their portfolio | 93.4k $1.4m | Added +27.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 92.8k $1.4m | Reduced -8.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 90.9k $1.4m | Reduced -98.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 87.5k $1.3m | Reduced -12.4k |
| Nuveen, LLC 0.00% of their portfolio | 85.1k $1.3m | Reduced -8.4k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 84.9k $1.2m | Added +55.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 82.8k $1.3m | Added +46 |
| Numerai GP LLC 0.10% of their portfolio | 82.6k $1.2m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 81.0k $1.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 79.6k $1.2m | Added +48.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 77.6k $1.2m | Reduced -37.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 77.3k $1.2m | Reduced -316.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 76.5k $1.2m | Reduced -95.1k |
| Palogic Value Management, L.P. 0.41% of their portfolio | 75.1k $1.1m | Added +102 |
| Invesco Ltd. 0.00% of their portfolio | 75.0k $1.1m | Reduced -9.6k |
| Odyssean, LLC 0.18% of their portfolio | 73.0k $1.1m | Added +59.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 71.9k $1.1m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 69.4k $1.0m | Added +12.2k |
| Polar Asset Management Partners Inc. 0.02% of their portfolio | 68.6k $1.0m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 62.3k $942.0k | Added +24.3k |
| Engineers Gate Manager LP 0.01% of their portfolio | 62.2k $941.1k | Reduced -4.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 60.6k $917.5k | Added +4.2k |
| Walleye Capital LLC 0.00% of their portfolio | 60.5k $916.1k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 59.1k $894.6k | Reduced -75.2k |
| XTX Topco Ltd 0.01% of their portfolio | 58.1k $878.4k | Added +13.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 53.9k $797.1k | Added +8.3k |
| Pacific Ridge Capital Partners, LLC 0.14% of their portfolio | 52.2k $789.7k | Added +32.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 51.5k $779.0k | Unchanged |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 50.2k $759.2k | Added +4.0k |
| Jump Financial, LLC 0.01% of their portfolio | 47.9k $724.7k | New |
| EntryPoint Capital, LLC 0.17% of their portfolio | 46.5k $704.2k | Reduced -12.5k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 45.5k $689.0k | Reduced -275.5k |
| READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio | 44.6k $675.3k | New |
| SummerHaven Investment Management, LLC 0.35% of their portfolio | 43.5k $658.5k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 37.3k $564.6k | Added +516 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 35.5k $537.5k | Reduced -6.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 32.0k $483.9k | Added +3.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 31.6k $459.0k | Added +15.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 31.4k $474.8k | Added +20.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 29.0k $438.7k | Added +3.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 28.2k $373.5k | Reduced -7.1k |
| Voleon Capital Management LP 0.01% of their portfolio | 27.4k $414.1k | Added +15.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 26.1k $394.5k | Added +1.8k |
| Mariner, LLC 0.00% of their portfolio | 23.8k $359.7k | Reduced -14.3k |
| CAXTON ASSOCIATES LLP 0.01% of their portfolio | 22.6k $341.5k | Reduced -3.1k |
| Quadrature Capital Ltd 0.00% of their portfolio | 21.6k $326.6k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 20.1k $304.1k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 19.7k $298.3k | Added +12.9k |
| Caprock Group, LLC 0.01% of their portfolio | 19.7k $297.9k | Added +2.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 19.3k $292.0k | Reduced -12.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 19.1k $289.6k | Added +8.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 18.3k $276.7k | Added +13.9k |
| BARCLAYS PLC 0.00% of their portfolio | 18.0k $272.0k | Reduced -2.8k |
| CITIGROUP INC 0.00% of their portfolio | 16.6k $251.5k | Added +13.1k |
| Cerity Partners LLC 0.00% of their portfolio | 15.8k $239.1k | Reduced -24.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 15.4k $233.7k | Added +2.8k |