Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 946 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
217
shares
|
$31,482
0.0% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$29,016
0.0% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$29,016
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$29,016
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
192
shares
|
$27,855
0.01% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
183
shares
|
$26,549
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
173
shares
|
$25,098
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
170
shares
|
$24,663
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
163
shares
|
$23,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
162
shares
|
$23,502
0.0% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
161
shares
|
$23,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
161
shares
|
$23,357
0.0% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
160
shares
|
$23,212
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
159
shares
|
$23,067
0.01% of portfolio
|
Q3 2023
Reduced 0.63%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
159
shares
|
$23,067
0.02% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
157
shares
|
$22,777
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
155
shares
|
$22,487
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
154
shares
|
$22,342
0.0% of portfolio
|
Q3 2025
Added 77.01%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
153
shares
|
$22,197
0.01% of portfolio
|
Q3 2025
Added 565.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
149
shares
|
$21,616
0.0% of portfolio
|
Q2 2024
Reduced 39.43%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
143
shares
|
$20,746
0.0% of portfolio
|
Q3 2025
Reduced 32.86%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
137
shares
|
$19,875
0.0% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
129
shares
|
$18,715
0.0% of portfolio
|
Q2 2025
Reduced 51.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
127
shares
|
$18,425
0.01% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
126
shares
|
$18,280
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|