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 ($2.8m this quarter). Holder counts are more reliable. Shares outstanding: 28.7m as of 2025-07-28, 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 ≈ $15.27. Options: 3 managers hold calls ($772.7k notional), 3 hold puts ($1.4m).
Trends to Q2 2025
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 |
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 2023 | 92 | 72 |
| Q4 2023 | 96 | 80 |
| Q1 2024 | 100 | 94 |
| Q2 2024 | 114 | 97 |
| Q3 2024 | 111 | 101 |
| Q4 2024 | 102 | 103 |
| Q1 2025 | 136 | 96 |
| Q2 2025 | 116 | 109 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $0 | $0 | — |
| Q4 2024 | $222.9k | $718.0k | 3.22 |
| Q1 2025 | $89.7k | $57.1k | 0.64 |
| Q2 2025 | $772.7k | $1.4m | 1.84 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +439.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +353.2k |
| Nuveen, LLC | Added | +339.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +323.6k |
| Man Group plc | Added | +232.1k |
| MORGAN STANLEY | Added | +215.1k |
| Cubist Systematic Strategies, LLC | Added | +213.1k |
| VANGUARD GROUP INC | Added | +197.1k |
| Y-Intercept (Hong Kong) Ltd | New | +179.5k |
| CastleKnight Management LP | Added | +162.8k |
Biggest sellers
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Sold out | -975.4k |
| Aristotle Capital Boston, LLC | Sold out | -590.5k |
| Madison Avenue Partners, LP | Reduced | -573.4k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Sold out | -335.5k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -306.0k |
| ExodusPoint Capital Management, LP | Reduced | -266.5k |
| Stanley Capital Management, LLC | Reduced | -237.5k |
| Skylands Capital, LLC | Sold out | -211.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Reduced | -169.2k |
| NORDEA INVESTMENT MANAGEMENT AB | Sold out | -160.4k |
Biggest calls
| CastleKnight Management LP | New | $763.5k50.0k shares |
| GROUP ONE TRADING LLC | Added | $9.2k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.2m80.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $192.4k12.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $148 | 0 | — | — |
| Q4 2023 | 1 | $141 | 0 | — | — |
| Q1 2024 | 1 | $171 | 2 | $741.3k | — |
| Q2 2024 | 2 | $58.2k | 0 | — | — |
| Q3 2024 | 1 | $164 | 0 | — | — |
| Q4 2024 | 2 | $1.0m | 0 | — | — |
| Q1 2025 | 8 | $1.1m | 0 | — | — |
| Q2 2025 | 2 | $28.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-05 | Yeung Rebecca Director | Bought | $15.0k1.0k shares |
| 2025-06-02 | Beliveau-Dunn Jeanne Director | Bought | $13.9k1.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.5m $38.8m | Added +23.9k |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 2.1m $31.7m | Added +20.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.8m $27.7m | Added +197.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.6m $24.9m | Reduced -49.6k |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $18.1m | Reduced -79.0k |
| MORGAN STANLEY 0.00% of their portfolio | 946.0k $14.4m | Added +215.1k |
| SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio | 814.2k $12.4m | Added +28.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 764.8k $11.7m | Reduced -16.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 697.3k $10.6m | Added +2.6k |
| HEARTLAND ADVISORS INC 0.53% of their portfolio | 622.1k $9.5m | Added +44.7k |
| STATE STREET CORP 0.00% of their portfolio | 609.9k $9.3m | Reduced -39.5k |
| Stanley Capital Management, LLC 1.41% of their portfolio | 550.0k $8.4m | Reduced -237.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 486.0k $7.4m | Added +36.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 481.8k $7.4m | Added +439.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 476.7k $7.3m | Added +353.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 471.9k $7.2m | Added +323.6k |
| CastleKnight Management LP 0.46% of their portfolio | 454.7k $6.9m | Added +162.8k |
| Nuveen, LLC 0.00% of their portfolio | 445.5k $6.8m | Added +339.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 435.5k $6.6m | Reduced -154.2k |
| Bernzott Capital Advisors 3.34% of their portfolio | 428.1k $6.5m | Added +8.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 414.6k $6.3m | Added +126.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 390.0k $6.0m | Reduced -68.6k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 327.9k $5.0m | Reduced -97.1k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 269.9k $4.1m | Added +213.1k |
| Walleye Capital LLC 0.04% of their portfolio | 256.6k $3.9m | Added +69.5k |
| Man Group plc 0.01% of their portfolio | 254.5k $3.9m | Added +232.1k |
| Front Street Capital Management, Inc. 0.73% of their portfolio | 250.3k $3.8m | Added +59.0k |
| VAN DEN BERG MANAGEMENT I, INC 1.05% of their portfolio | 242.6k $3.7m | Reduced -2.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 237.2k $3.6m | Added +162.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 234.5k $3.6m | Reduced -32.5k |
| Nantahala Capital Management, LLC 0.22% of their portfolio | 203.6k $3.1m | Added +3.6k |
| Granahan Investment Management, LLC 0.11% of their portfolio | 184.5k $2.8m | Reduced -132.3k |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 179.5k $2.7m | New |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.07% of their portfolio | 177.5k $2.7m | Reduced -169.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 169.8k $2.6m | Reduced -51.0k |
| Jump Financial, LLC 0.03% of their portfolio | 167.8k $2.6m | Added +79.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 166.4k $2.5m | Added +28.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 162.3k $2.5m | Added +51.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 152.2k $2.3m | Reduced -5.4k |
| DC Investments Management, LLC 0.91% of their portfolio | 142.4k $2.2m | Unchanged |
| RBF Capital, LLC 0.10% of their portfolio | 137.2k $2.1m | Added +97.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 130.6k $2.0m | Added +17.4k |
| Trexquant Investment LP 0.02% of their portfolio | 126.5k $1.9m | Added +40.5k |
| Palogic Value Management, L.P. 0.78% of their portfolio | 121.6k $1.9m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 120.5k $1.8m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 108.6k $1.7m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 106.9k $1.6m | Added +61.0k |
| Forest Hill Capital, LLC 1.11% of their portfolio | 102.2k $1.6m | Unchanged |
| Bridge City Capital, LLC 0.42% of their portfolio | 97.9k $1.5m | Added +784 |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 97.0k $1.5m | New |
| UBS Group AG 0.00% of their portfolio | 94.0k $1.4m | Added +48.5k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 91.8k $1.4m | Added +42.6k |
| DEAN INVESTMENT ASSOCIATES, LLC 0.21% of their portfolio | 91.6k $1.4m | Reduced -29.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 91.0k $1.4m | New |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 89.8k $1.4m | New |
| ISTHMUS PARTNERS, LLC 0.16% of their portfolio | 87.3k $1.3m | Added +11.2k |
| BARCLAYS PLC 0.00% of their portfolio | 84.8k $1.3m | Reduced -19.2k |
| Access Investment Management LLC 0.36% of their portfolio | 82.2k $1.3m | First filing |
| AXA S.A. 0.00% of their portfolio | 81.5k $1.2m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 76.7k $1.2m | Added +12.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 75.0k $1.1m | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 74.7k $1.1m | Added +45.2k |
| Dean Capital Management 0.46% of their portfolio | 73.8k $1.1m | Reduced -11.8k |
| Quantbot Technologies LP 0.03% of their portfolio | 69.1k $1.1m | Reduced -593 |
| Legato Capital Management LLC 0.12% of their portfolio | 67.6k $1.0m | Reduced -7.8k |
| HRT FINANCIAL LP 0.01% of their portfolio | 66.6k $1.0m | New |
| Creative Planning 0.00% of their portfolio | 64.5k $984.6k | Reduced -15.9k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 60.4k $921.7k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 56.9k $869.0k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 56.0k $855.0k | Added +6.7k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 53.6k $818.0k | Reduced -14.3k |
| CAXTON ASSOCIATES LLP 0.02% of their portfolio | 52.9k $807.7k | New |
| Nebula Research & Development LLC 0.07% of their portfolio | 51.2k $782.0k | Reduced -46.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 48.6k $742.7k | Added +609 |
| Madison Avenue Partners, LP 0.05% of their portfolio | 46.0k $701.8k | Reduced -573.4k |
| Empowered Funds, LLC 0.01% of their portfolio | 45.7k $697.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 43.6k $666.0k | Reduced -33.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 43.4k $662.5k | Reduced -257 |
| Verition Fund Management LLC 0.00% of their portfolio | 42.5k $648.6k | Reduced -35.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 40.9k $623.9k | Reduced -30.5k |
| Jain Global LLC 0.01% of their portfolio | 40.1k $612.6k | Added +20.4k |
| XTX Topco Ltd 0.02% of their portfolio | 38.7k $590.8k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 36.1k $552.0k | Reduced -63.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 35.0k $533.0k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 34.9k $532.3k | Added +5.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 33.6k $513.6k | New |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 32.8k $502.0k | Added +3.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 32.0k $488.4k | New |
| AlphaQuest LLC 0.05% of their portfolio | 31.1k $475.4k | Added +5.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 29.2k $445.7k | Unchanged |
| Polymer Capital Management (US) LLC 0.07% of their portfolio | 27.8k $424.3k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 26.9k $410.6k | Reduced -800 |
| CWM, LLC 0.00% of their portfolio | 26.3k $401.0k | Added +22.9k |
| Inspire Investing, LLC 0.04% of their portfolio | 25.5k $389.9k | Added +5.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 24.9k $380.2k | Reduced -119.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 24.6k $376.0k | Added +593 |
| MOODY NATIONAL BANK TRUST DIVISION 0.03% of their portfolio | 23.9k $364.7k | Added +703 |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 23.6k $360.3k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 23.2k $354.8k | Added +157 |
| SYNOVUS FINANCIAL CORP 0.00% of their portfolio | 22.9k $350.2k | Reduced -22.0k |