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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
4
shares
|
$580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
Reduced 96.97%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$435
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2
shares
|
$290
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2
shares
|
$290
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2
shares
|
$290
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
2
shares
|
$290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1
shares
|
$145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1
shares
|
$145
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
1
shares
|
$145
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|