Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 967 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19
shares
|
$3,075
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
18
shares
|
$2,913
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
18
shares
|
$2,913
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
17
shares
|
$2,751
0.0% of portfolio
|
Q1 2025
Reduced 97.03%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
16
shares
|
$2,590
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
16
shares
|
$2,590
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
16
shares
|
$2,590
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
15
shares
|
$2,428
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$2,428
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
15
shares
|
$2,428
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$2,428
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
14
shares
|
$2,266
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
14
shares
|
$2,266
0.0% of portfolio
|
Q2 2025
Added 1300.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
14
shares
|
$2,266
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
13
shares
|
$2,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13
shares
|
$2,104
0.0% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
13
shares
|
$2,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
12
shares
|
$1,942
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
12
shares
|
$1,942
0.0% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
12
shares
|
$1,942
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$1,456
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,456
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9
shares
|
$1,456
0.0% of portfolio
|
Q2 2025
Added 50.0%
|