13FPulse
GG

GGG GRACO INC

2026Q2 · CUSIP 384109104 · Sector: Industrials

Funds left

Funds are exiting, but the price is holding

Funds that own it
719
Institutions that reported holding it to the SEC
Net decrease in holders
40
Last quarter 759 → now 719
How unusual is that
Bottom 20%
Stronger than only 3% of US stocks
What the filings say, in one paragraph

719 funds held GGG at the end of 2026Q2, down 40 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $2.3B(YoY +4.6%), the P/E is 25.0x, return on equity is 21.1%. GGG has had 21 buying rushes in its history, and the price moved +7.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=265 2013Q4: holders=285 2014Q1: holders=281 2014Q2: holders=275 2014Q3: holders=270 2014Q4: holders=278 2015Q1: holders=291 2015Q2: holders=280 2015Q3: holders=290 2015Q4: holders=307 2016Q1: holders=331 2016Q2: holders=312 2016Q3: holders=306 2016Q4: holders=317 2017Q1: holders=318 2017Q2: holders=365 2017Q3: holders=361 2017Q4: holders=403 2018Q1: holders=418 2018Q2: holders=423 2018Q3: holders=435 2018Q4: holders=408 2019Q1: holders=434 2019Q2: holders=450 2019Q3: holders=429 2019Q4: holders=438 2020Q1: holders=443 2020Q2: holders=437 2020Q3: holders=464 2020Q4: holders=507 2021Q1: holders=517 2021Q2: holders=528 2021Q3: holders=534 2021Q4: holders=546 2022Q1: holders=553 2022Q2: holders=507 2022Q3: holders=507 2022Q4: holders=556 2023Q1: holders=555 2023Q2: holders=599 2023Q3: holders=601 2023Q4: holders=633 2024Q1: holders=667 2024Q2: holders=659 2024Q3: holders=672 2024Q4: holders=691 2025Q1: holders=692 2025Q2: holders=715 2025Q3: holders=709 2025Q4: holders=712 2026Q1: holders=759 2026Q2: holders=719 -49 -24.5 +0 +24.5 +49 238518797 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10%
2025Q2 Top 20% -5.3% +10.8%
2024Q1 Top 10% -2.3% +8.6%
2023Q4 Top 20% -5.6% -7.8%
2023Q2 Top 5% +4.7% +17.3%
2022Q4 Top 10% +10.2% +6.2%
2020Q4 Top 20% +8.1% +11.6%
2020Q3 Top 10% +2.5% +10.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
285
Change in large funds
+8
Total value they hold
$11.2B
Funds buying for the first time
76
Funds that sold out entirely
116
Price change that quarter
+4.5%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
25.0
EPS (TTM)
$3.17
EPS YoY
+12.4%
Revenue (TTM)
$2.3B
Revenue YoY
+4.6%
Net margin
23.5%
ROE
21.1%
Debt ratio
19.4%
FCF (TTM)
$629M
Dividend (TTM)
$1.16
Quarterly Revenue & EPS
2022-09-30: EPS 0.67 2022-12-30: EPS 0.73 2023-03-31: EPS 0.75 2023-06-30: EPS 0.78 2023-09-29: EPS 0.77 2023-12-29: EPS 0.64 2024-03-29: EPS 0.71 2024-06-28: EPS 0.77 2024-09-27: EPS 0.71 2024-12-27: EPS 0.63 2025-03-28: EPS 0.72 2025-06-27: EPS 0.76 2025-09-26: EPS 0.82 2025-12-26: EPS 0.78 2026-03-27: EPS 0.70 2026-06-26: EPS 0.87 0M 297M 593M $M 0.00 0.48 0.96 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 28 22 27 32 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-16M84M184M 20162017201820192020202120222023202420252026
Latest quarter $108M (2026-03-27)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-26 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.