GHCNYSEServices-Educational ServicesFiscal year ends December 31
Graham Holdings Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$1210.21+6.95 (+0.58%)
Close on Oct 19, 2026
- Market cap
- $5.21B
- P/E (TTM)
- 18.2
- Dividend yield
- 0.59%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.4%
3M of 4M shares
Institutional holders
337
38 new, 26 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Donald E. Graham | 561,102 | – | 13D (active) amendment | Sep 3, 2024 |
| Laura G. O'Shaughnessy | 416,834 | 10.80% | 13D (active) | Sep 3, 2024 |
| BlackRock, Inc. | 397,150 | 11.70% | 13G (passive) amendment | Mar 31, 2025 |
| Madison Avenue Partners, LP | 246,368 | 7.50% | 13G (passive) | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 237,617 | 7.00% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 175,514 | 5.18% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 170,911 | 5.04% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GHC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 425,251 | 10.04% | $485.39M | +9,614 | 0.01% |
| Madison Avenue Partners, LP | 246,368 | 5.82% | $281.21M | +539 | 12.11% |
| Dimensional Fund Advisors LP | 236,999 | 5.60% | $270.52M | +1,956 | 0.05% |
| Vanguard Portfolio Management LLC | 174,802 | 4.13% | $199.52M | +865 | 0.01% |
| Wallace Capital Management Inc. | 156,376 | 3.69% | $178.49M | +1,305 | 19.57% |
| Vanguard Capital Management LLC | 144,585 | 3.41% | $165.03M | −1,045 | 0.00% |
| State Street Corp | 127,799 | 3.02% | $145.87M | +3,244 | 0.00% |
| First Trust Advisors LP | 92,463 | 2.18% | $105.54M | −42 | 0.06% |
| Geode Capital Management, LLC | 90,982 | 2.15% | $103.86M | +3,215 | 0.01% |
| Aqr Capital Management LLC | 90,131 | 2.13% | $102.88M | −2,110 | 0.04% |
| Victory Capital Management Inc | 64,647 | 1.53% | $73.79M | +36,601 | 0.04% |
| Northern Trust Corp | 42,007 | 0.99% | $47.95M | +1,183 | 0.01% |
| Charles Schwab Investment Management Inc | 40,801 | 0.96% | $46.57M | −3,347 | 0.01% |
| Morgan Stanley | 37,426 | 0.88% | $42.72M | +884 | 0.00% |
| Raymond James Financial Inc | 29,224 | 0.69% | $33.36M | −46 | 0.01% |
| Southeastern Asset Management Inc/Tn/ | 29,156 | 0.69% | $33.28M | −8,604 | 1.74% |
| Bank of New York Mellon Corp | 27,965 | 0.66% | $31.92M | −1,504 | 0.01% |
| JPMorgan Chase & Co | 27,811 | 0.66% | $32.27M | +2,034 | 0.00% |
| Goldman Sachs Group Inc | 27,445 | 0.65% | $31.33M | −3,757 | 0.00% |
| Invesco Ltd. | 24,890 | 0.59% | $28.41M | −548 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 337 | 3M | 64.4% | 38 / 111 | 110 / 26 | 0M | 0M |
| Q1 2026 | 331 | 3M | 64.0% | 36 / 109 | 106 / 49 | 0M | 0M |
| Q4 2025 | 350 | 3M | 64.1% | 53 / 108 | 122 / 24 | 0M | 0M |
| Q3 2025 | 325 | 3M | 64.8% | 44 / 101 | 118 / 27 | 0M | 0M |
| Q2 2025 | 309 | 3M | 64.5% | 44 / 101 | 93 / 28 | 0M | 0M |
| Q1 2025 | 294 | 3M | 62.5% | 43 / 99 | 84 / 33 | 0M | 0M |
| Q4 2024 | 285 | 3M | 61.8% | 44 / 81 | 103 / 19 | 0M | 0M |
| Q3 2024 | 261 | 3M | 62.8% | 34 / 66 | 105 / 20 | 1M | 0M |
| Q2 2024 | 249 | 3M | 64.4% | 28 / 70 | 98 / 24 | 0M | 0M |
| Q1 2024 | 246 | 3M | 66.7% | 23 / 76 | 89 / 20 | 0M | 0M |
| Q4 2023 | 245 | 3M | 67.0% | 25 / 61 | 97 / 24 | 0M | 0M |
| Q3 2023 | 247 | 3M | 66.4% | 18 / 78 | 95 / 19 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GHC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 114,289 | 2.70% | $130.45M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 100,662 | 2.38% | $114.90M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 89,923 | 2.12% | $108.23M | 0.56% | Jul 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 85,332 | 2.01% | $97.40M | 0.86% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 83,809 | 1.98% | $95.66M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 72,781 | 1.72% | $83.07M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 46,139 | 1.09% | $52.66M | 0.08% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 42,700 | 1.01% | $48.74M | 1.04% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 38,273 | 0.90% | $43.69M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 34,830 | 0.82% | $41.92M | 0.12% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 30,224 | 0.71% | $34.50M | 0.24% | Jun 30, 2026 |
| Longleaf Partners Small Cap Fund | 26,606 | 0.63% | $30.37M | 4.71% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 25,437 | 0.60% | $30.61M | 0.16% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 18,918 | 0.45% | $22.77M | 0.02% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 18,503 | 0.44% | $22.27M | 0.27% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy J. O'Shaughnessy | President and CEO, Director | 42,800 | 1.01% | Aug 14, 2026 |
| Maas, Jacob | Executive VP | 10,593 | 0.25% | Aug 31, 2026 |
| Marcel A. Snyman | VP-Chief Accounting Officer | 442 | 0.01% | Jan 6, 2025 |
| Sandra M. Stonesifer | VP, Chief HR Officer | 1,543 | 0.04% | Jan 6, 2025 |
| Wallace R. Cooney | Chief Financial Officer | 3,524 | 0.08% | Jan 6, 2025 |
| Andrew Stephen Rosen | Executive Vice President | 40,773 | 0.96% | Jan 6, 2025 |
| Nicole Marie Maddrey | Sr. VP-GC & Secretary | 4,223 | 0.10% | Jan 6, 2025 |
| Donald Graham | Director, 10% owner | 667,645 | 15.77% | Aug 14, 2026 |
| Christopher C. Davis | Director | 5,614 | 0.13% | Jul 6, 2026 |
| Anne M. Mulcahy | Director | 1,005 | 0.02% | Jul 6, 2026 |
| G. Richard Wagoner Jr | Director | 2,683 | 0.06% | Jul 6, 2026 |
| Jack A. Markell | Director | 158 | 0.00% | Jul 6, 2026 |
| Danielle Y. Conley | Director | 461 | 0.01% | Jul 6, 2026 |
| Katharine Weymouth | Director | 37,615 | 0.89% | May 28, 2026 |
| Tony Allen | Director | 8 | 0.00% | Mar 10, 2026 |
| Laura O'Shaughnessy | 10% owner | 38,589 | 0.91% | Aug 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Maas, Jacob Executive VP | Aug 28, 2026 | Award | +1,000 | – | – | 7,657 |
| Maas, Jacob Executive VP | Aug 28, 2026 | Tax withholding | −501 | $1159.23 | $580.77K | 7,156 |
| Laura O'Shaughnessy 10% owner | Aug 13, 2026 | Other | −4,211 | – | – | 22,865 |
| Timothy J. O'Shaughnessy President and CEO, Director | Aug 13, 2026 | Other | −4,211 | – | – | 22,878 |
| G. Richard Wagoner Jr Director | Jul 1, 2026 | Award | +21 | $1161.11 | $24.38K | 1,554 |
| Danielle Y. Conley Director | Jul 1, 2026 | Award | +19 | $1161.11 | $22.06K | 461 |
| Jack A. Markell Director | Jul 1, 2026 | Award | +7 | $1161.11 | $8.13K | 48 |
| Anne M. Mulcahy Director | Jul 1, 2026 | Award | +21 | $1161.11 | $24.38K | 758 |
| Christopher C. Davis Director | Jul 1, 2026 | Award | +23 | $1161.11 | $26.71K | 5,614 |
| Timothy J. O'Shaughnessy President and CEO, Director | May 26, 2026 | Other | −400 | – | – | 27,087 |
| Timothy J. O'Shaughnessy President and CEO, Director | May 26, 2026 | Other | −5,600 | – | – | 0 |
| Katharine Weymouth Director | May 26, 2026 | Other | +6,000 | – | – | 7,615 |
| Laura O'Shaughnessy 10% owner | May 26, 2026 | Other | −5,600 | – | – | 0 |
| Laura O'Shaughnessy 10% owner | May 26, 2026 | Other | −400 | – | – | 27,076 |
| Christopher C. Davis Director | Apr 1, 2026 | Award | +25 | $1061.70 | $26.54K | 5,591 |
| G. Richard Wagoner Jr Director | Apr 1, 2026 | Award | +23 | $1061.70 | $24.42K | 1,533 |
| Jack A. Markell Director | Apr 1, 2026 | Award | +8 | $1061.70 | $8.49K | 41 |
| Anne M. Mulcahy Director | Apr 1, 2026 | Award | +23 | $1061.70 | $24.42K | 737 |
| Danielle Y. Conley Director | Apr 1, 2026 | Award | +21 | $1061.70 | $22.30K | 442 |
| Maas, Jacob Executive VP | Jan 16, 2026 | Tax withholding | −377 | $1150.50 | $433.74K | 6,657 |
| Maas, Jacob Executive VP | Jan 16, 2026 | Award | +1,000 | – | – | 7,034 |
| Jack A. Markell Director | Jan 2, 2026 | Award | +8 | $1091.18 | $8.73K | 33 |
| Christopher C. Davis Director | Jan 2, 2026 | Award | +25 | $1091.18 | $27.28K | 5,566 |
| Danielle Y. Conley Director | Jan 2, 2026 | Award | +20 | $1091.18 | $21.82K | 421 |
| Anne M. Mulcahy Director | Jan 2, 2026 | Award | +22 | $1091.18 | $24.01K | 714 |
| G. Richard Wagoner Jr Director | Jan 2, 2026 | Award | +22 | $1091.18 | $24.01K | 1,510 |
| Laura O'Shaughnessy 10% owner | Nov 11, 2025 | Option exercise | +7,582 | $872.01 | $6.61M | 34,315 |
| Laura O'Shaughnessy 10% owner | Nov 11, 2025 | Tax withholding | −6,839 | $1085.29 | $7.42M | 27,476 |
| Timothy J. O'Shaughnessy President and CEO, Director | Nov 11, 2025 | Option exercise | +7,582 | $872.01 | $6.61M | 34,323 |
| Timothy J. O'Shaughnessy President and CEO, Director | Nov 11, 2025 | Tax withholding | −6,839 | $1085.29 | $7.42M | 27,484 |
| Maas, Jacob Executive VP | Oct 20, 2025 | Tax withholding | −501 | $987.72 | $494.85K | 6,034 |
| Maas, Jacob Executive VP | Oct 20, 2025 | Award | +1,000 | – | – | 6,535 |
| Laura O'Shaughnessy 10% owner | Oct 7, 2025 | Other | −2,800 | – | – | 26,733 |
| Timothy J. O'Shaughnessy President and CEO, Director | Oct 7, 2025 | Other | −2,800 | – | – | 26,741 |
| G. Richard Wagoner Jr Director | Oct 1, 2025 | Award | +21 | $1165.25 | $24.47K | 1,488 |
| Danielle Y. Conley Director | Oct 1, 2025 | Award | +19 | $1165.25 | $22.14K | 401 |
| Christopher C. Davis Director | Oct 1, 2025 | Award | +23 | $1165.25 | $26.80K | 5,541 |
| Jack A. Markell Director | Oct 1, 2025 | Award | +7 | $1165.25 | $8.16K | 25 |
| Anne M. Mulcahy Director | Oct 1, 2025 | Award | +21 | $1165.25 | $24.47K | 692 |
| Timothy J. O'Shaughnessy President and CEO, Director | Sep 29, 2025 | Option exercise | +7,580 | $872.01 | $6.61M | 32,007 |
| Timothy J. O'Shaughnessy President and CEO, Director | Sep 29, 2025 | Tax withholding | −6,568 | $1190.80 | $7.82M | 25,439 |
| Laura O'Shaughnessy 10% owner | Sep 29, 2025 | Tax withholding | −6,568 | $1190.80 | $7.82M | 22,739 |
| Laura O'Shaughnessy 10% owner | Sep 29, 2025 | Option exercise | +7,580 | $872.01 | $6.61M | 29,307 |
| Timothy J. O'Shaughnessy President and CEO, Director | Aug 20, 2025 | Option exercise | +7,580 | $872.01 | $6.61M | 31,305 |
| Timothy J. O'Shaughnessy President and CEO, Director | Aug 20, 2025 | Tax withholding | −6,878 | $1070.83 | $7.37M | 24,427 |
| Laura O'Shaughnessy 10% owner | Aug 20, 2025 | Tax withholding | −6,878 | $1070.83 | $7.37M | 21,727 |
| Laura O'Shaughnessy 10% owner | Aug 20, 2025 | Option exercise | +7,580 | $872.01 | $6.61M | 28,605 |
| Maas, Jacob Executive VP | Aug 19, 2025 | Tax withholding | −1,752 | $1071.80 | $1.88M | 5,535 |
| Maas, Jacob Executive VP | Aug 19, 2025 | Option exercise | +2,000 | $804.80 | $1.61M | 7,287 |
| Tony Allen Director | Jul 30, 2025 | Sale | −7 | $942.89 | $6.60K | 8 |
| Christopher C. Davis Director | Jul 1, 2025 | Award | +28 | $954.49 | $26.73K | 5,518 |
| G. Richard Wagoner Jr Director | Jul 1, 2025 | Award | +26 | $954.49 | $24.82K | 1,467 |
| Anne M. Mulcahy Director | Jul 1, 2025 | Award | +26 | $954.49 | $24.82K | 671 |
| Danielle Y. Conley Director | Jul 1, 2025 | Award | +23 | $954.49 | $21.95K | 382 |
| Jack A. Markell Director | Jul 1, 2025 | Award | +9 | $954.49 | $8.59K | 18 |
| Anne M. Mulcahy Director | Apr 1, 2025 | Award | +25 | $970.97 | $24.27K | 645 |
| Christopher C. Davis Director | Apr 1, 2025 | Award | +28 | $970.97 | $27.19K | 5,490 |
| G. Richard Wagoner Jr Director | Apr 1, 2025 | Award | +25 | $970.97 | $24.27K | 1,441 |
| Jack A. Markell Director | Apr 1, 2025 | Award | +9 | $970.97 | $8.74K | 9 |
| Danielle Y. Conley Director | Apr 1, 2025 | Award | +23 | $970.97 | $22.33K | 359 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Marcel A. Snyman Officer | Jan 6, 2025 | 159 | $140.10K | Jan 6, 2025 | Stock Plan Activity |
| Katharine Weymouth Affiliate | Mar 14, 2024 | 556 | $404.21K | Mar 14, 2024 | Employee Compensation |