Follow-The-Filings

Security

CDW

Cdw Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 2 new max 10.7% (Tom Bancroft - Makaira Pa...)

grid → activity →
owners 21
rank #223
master % 0.04%
max % 10.7%
tracked value $4B
qoq N 2 A 9 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Tom Bancroft - Makaira Partners LLC 2025 Q4 stale 10.7% Exit -10.65 pp 100,000 $14M hist
David Rolfe - Wedgewood Partners Inc. 2026 Q1 3.6% Reduce -0.24 pp 144,870 $18M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.9% Add +0.09 pp 5,383,062 $651M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.4% New 0.4% 1,115,535 $135M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 0.3% Reduce -0.15 pp 36,250 $4M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.02 pp 757,229 $92M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.11 pp 551,341 $75M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.05 pp 522,998 $63M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.01 pp 202,373 $24M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.05 pp 1,155,116 $138M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add -0.01 pp 17,439,124 $2.4B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 1,572,738 $190M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.05 pp 458,155 $55M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 86,432 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.02 pp 116,776 $14M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 27,844 $3M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 770,093 $105M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.03 pp 33,262 $4M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.02 pp 19,389 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 6,316 $764 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 830 $100 hist

21 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $21.38B $21B $22.42B
Gross profit $4.65B $4.6B $4.87B
Gross margin * 21.8% 21.9% 21.7%
Net income $1.1B $1.08B $1.07B
Net margin * 5.2% 5.1% 4.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.7B $7.37B $8.5B
Total non-current assets * $6.58B $7.31B $7.53B
Total assets $13.28B $14.68B $16.03B
Total current liabilities $5.44B $5.47B $7.23B
Total non-current liabilities $5.8B $6.85B $6.2B
Total equity $2.04B $2.35B $2.61B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.6B $1.28B $1.21B
Cash from investing -$229.6M -$659.2M $70.2M
Cash from financing -$1.1B -$686.9M -$1.18B
Net change in cash $273.5M -$81M $111.2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders