Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 955 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 $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
12
shares
|
$2,265
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
10
shares
|
$1,888
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
9
shares
|
$1,699
0.0% of portfolio
|
Q1 2024
Reduced 82.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
9
shares
|
$1,699
0.0% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$1,699
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
9
shares
|
$1,699
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
8
shares
|
$1,510
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,510
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
6
shares
|
$1,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
6
shares
|
$1,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5
shares
|
$944
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
5
shares
|
$944
0.0% of portfolio
|
Q2 2021
Reduced 92.31%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
5
shares
|
$944
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
5
shares
|
$944
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
4
shares
|
$755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4
shares
|
$755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4
shares
|
$755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
4
shares
|
$755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
3
shares
|
$566
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
3
shares
|
$566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3
shares
|
$566
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$566
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
3
shares
|
$566
0.0% of portfolio
|
Q1 2025
New holding
|