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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
8
shares
|
$1,314
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$1,314
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
8
shares
|
$1,314
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7
shares
|
$1,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
7
shares
|
$1,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
7
shares
|
$1,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
6
shares
|
$985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
6
shares
|
$985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$821
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
5
shares
|
$821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
5
shares
|
$821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
5
shares
|
$821
0.0% of portfolio
|
Q2 2025
Reduced 96.67%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
5
shares
|
$821
0.0% of portfolio
|
Q2 2021
Reduced 92.31%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q2 2025
Reduced 76.47%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4
shares
|
$657
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|