Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 953 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
14
shares
|
$2,530
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
14
shares
|
$2,530
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
14
shares
|
$2,530
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
13
shares
|
$2,349
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
13
shares
|
$2,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13
shares
|
$2,349
0.0% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
13
shares
|
$2,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$2,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
12
shares
|
$2,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
12
shares
|
$2,169
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
10
shares
|
$1,807
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10
shares
|
$1,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$1,626
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,626
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
9
shares
|
$1,626
0.0% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
9
shares
|
$1,626
0.0% of portfolio
|
Q1 2024
Reduced 82.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
9
shares
|
$1,626
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,446
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
8
shares
|
$1,446
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
7
shares
|
$1,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
6
shares
|
$1,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
5
shares
|
$903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5
shares
|
$903
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$903
0.0% of portfolio
|
Q1 2025
New holding
|