Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 968 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 $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
78
shares
|
$12,814
0.0% of portfolio
|
Q1 2025
Reduced 70.34%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
76
shares
|
$12,486
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
72
shares
|
$11,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
72
shares
|
$11,828
0.0% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
67
shares
|
$11,007
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
63
shares
|
$10,350
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
63
shares
|
$10,350
0.0% of portfolio
|
Q2 2025
Added 34.04%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
61
shares
|
$10,021
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
60
shares
|
$9,857
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
59
shares
|
$9,693
0.0% of portfolio
|
Q2 2025
Reduced 86.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
54
shares
|
$8,871
0.0% of portfolio
|
Q2 2025
Added 68.75%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
52
shares
|
$8,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
52
shares
|
$8,543
0.0% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
51
shares
|
$8,378
0.0% of portfolio
|
Q2 2025
Reduced 73.02%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$8,378
0.0% of portfolio
|
Q2 2025
Added 628.57%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
47
shares
|
$7,721
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
39
shares
|
$6,407
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
38
shares
|
$6,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37
shares
|
$6,078
0.0% of portfolio
|
Q3 2023
Added 37.04%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
37
shares
|
$6,078
0.0% of portfolio
|
Q2 2025
Reduced 75.17%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
36
shares
|
$5,914
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
36
shares
|
$5,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
35
shares
|
$5,750
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
34
shares
|
$5,585
0.0% of portfolio
|
Q2 2025
Added 580.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
34
shares
|
$5,585
0.01% of portfolio
|
Q2 2017
New holding
|