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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
18
shares
|
$2,957
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
16
shares
|
$2,628
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
16
shares
|
$2,628
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
16
shares
|
$2,628
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
15
shares
|
$2,464
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$2,464
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$2,464
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
14
shares
|
$2,300
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
14
shares
|
$2,300
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
14
shares
|
$2,300
0.0% of portfolio
|
Q2 2025
Added 1300.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
13
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
12
shares
|
$1,971
0.0% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
12
shares
|
$1,971
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
12
shares
|
$1,971
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
11
shares
|
$1,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10
shares
|
$1,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$1,642
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$1,478
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
9
shares
|
$1,478
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,478
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
9
shares
|
$1,478
0.0% of portfolio
|
Q1 2024
Reduced 82.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9
shares
|
$1,478
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
9
shares
|
$1,478
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,314
0.0% of portfolio
|
Q4 2021
New holding
|