Follow-The-Filings

Security

GGG

Graco Inc. · COM

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

15 owners 1 new 1 exit max 3.3% (Mairs & Power Inc.)

grid → activity →
owners 15
max % 3.3%
tracked value $2.2B
qoq N 1 A 7 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Mairs & Power Inc. 2026 Q1 3.3% Reduce -2.3% 3,815,684 $323M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +87.7% 721,700 $61M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Add +49.6% 777,321 $64M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +44.9% 1,109,205 $93M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +11.7% 320,429 $27M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -5.9% 173,514 $15M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +3.0% 407,645 $35M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -1.4% 16,342,258 $1.3B hist
Norges Bank 2025 Q4 stale 0.0% Reduce -0.5% 1,975,707 $162M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -68.3% 41,143 $3M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -43.9% 421,676 $36M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 27,793 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +107.5% 26,301 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -46.7% 24,129 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +14.1% 1,140 $97 hist
Terry Smith - Fundsmith LLP exited 2026 Q1 last 2025 Q4 0.3% Exit -0.28 pp 579,016 $47M hist

15 current · 1 exited last period · 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 $2.2B $2.11B $2.24B
Gross profit $1.16B $1.12B $1.17B
Gross margin * 52.9% 53.1% 52.5%
Net income $506.51M $486.08M $521.84M
Net margin * 23.1% 23.0% 23.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.37B $1.5B $1.47B
Total non-current assets * $1.36B $1.64B $1.8B
Total assets $2.72B $3.14B $3.27B
Total current liabilities $395.2M $405.81M $467.26M
Total non-current liabilities — — —
Total equity — — $2.65B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $651.02M $621.7M $683.59M
Cash from investing -$185.27M -$342.82M -$172.8M
Cash from financing -$268.01M -$139.86M -$576.06M
Net change in cash $198.76M $137.38M -$51.25M

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