Cdw Corp/de (CDW) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

CDW ranks #714 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CDW is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 1.0% of that fund's own 13F portfolio.

760 institutions disclose a position in CDW, but none treat it as a major bet — even Longview Partners, its most concentrated holder, allocates just 4.3% of its own portfolio to it.

Fjarde Ap-fonden /fourth Swedish National Pension Fund has added to its CDW position for two straight quarters, increasing it by $1.3M to reach $6.2M today.

Fenimore Asset Management Inc has trimmed its CDW position for two straight quarters, cutting it by $61.7M while still holding $46.1M.

CDW is down 2.5% today, but institutions show net buying of $4.9B this quarter — a divergence between today's price move and the underlying institutional flow.

CDW posted net income of $1.1B over the trailing twelve months, and currently trades at a P/E of 18.4.

• Profitable — net income of $1.1B over the trailing twelve months
• Revenue grew 7.4% year over year
• Net income improved year over year, from $1.1B to $1.1B
• Generated $1.2B in positive operating cash flow
• Current ratio of 1.18x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting