Follow-The-Filings

Security

GWW

Grainger W W Inc. · COM

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

19 owners 5 new max 0.3% (Davidson Kempner Capital ...)

owners 19
max % 0.3%
tracked value $6.7B
qoq N 5 A 4 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Davidson Kempner Capital Management LP 2026 Q1 0.3% New 0.3% 21,000 $23M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 5,666,285 $5.7B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.07 pp 101,750 $111M hist
Jensen Investment Management Inc. 2026 Q1 0.1% 3,140 $3M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 514,304 $519M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.03 pp 101,526 $109M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 13,238 $14M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.08 pp 19,240 $21M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 107,928 $118M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 53,634 $59M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 14,111 $15M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.05 pp 6,842 $7M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 4,400 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 1,202 $1M hist
First Pacific Advisors, LP 2026 Q1 0.0% New 0.0% 669 $730 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 218 $238 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 1,804 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 545 $595 hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% New 0.0% 305 $333 hist

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 $16.48B $17.17B $17.94B
Gross profit $6.5B $6.76B $7.01B
Gross margin * 39.4% 39.4% 39.1%
Net income $1.83B $1.91B $1.71B
Net margin * 11.1% 11.1% 9.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.27B $5.74B $5.48B
Total non-current assets * $2.87B $3.09B $3.48B
Total assets $8.15B $8.83B $8.96B
Total current liabilities $1.83B $2.3B $1.94B
Total non-current liabilities
Total equity $3.12B $3.36B $3.74B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.03B $2.11B $2.02B
Cash from investing -$422M -$520M -$645M
Cash from financing -$1.28B -$1.18B -$1.82B
Net change in cash $335M $376M -$451M

ownership over time

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