GRAINGER W W INC
1,443 institutions still hold GRAINGER W W INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
W.W. Grainger Inc. (GWW, CUSIP 384802104) entered Q1 2026 with $36.6B of institutional 13F value across 1,216 holders — a holder breadth appropriate to the largest industrial-maintenance-repair-and-operations (MRO) distributor in North America, whose primary revenue flows from manufacturing, infrastructure, and facility-maintenance customers seeking fast delivery of everything from motors and bearings to safety equipment and electrical components. The defining Q1 signal: BlackRock added $485M while Susquehanna International Group trimmed $154M — a rotation consistent with active-manager conviction allocation into the industrial-distribution and supply-chain-resilience sleeve (BlackRock's infrastructure-cycle positioning) versus systematic-factor rebalancing (Susquehanna's exit). For smart-money trackers, GWW's institutional footprint is most informative as a proxy for industrial-activity and supply-chain-restocking cycles: Grainger's revenue is highly correlated with North American manufacturing PMI, industrial production, and facility-maintenance pipeline activity, making it a real-time read on mid-cycle industrial health. The 1,216-holder base distributes across diversified-industrial, consumer-discretionary infrastructure, and broad-cap strategies, and Q/Q flows at this tier are the primary actionable signal.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.