Dimensional Fund Advisors Lp ownership in CMCO / Columbus McKinnon Corporation

Columbus McKinnon Corporation

US ˙ NasdaqGS ˙ US1993331057

Security	CMCO / Columbus McKinnon Corporation
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	1,367,193 shares
Ownership	4.80%

2026-01-21 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,367,193 shares of Columbus McKinnon Corporation (US:CMCO). This represents 4.8 percent ownership of the company. In their previous filing dated 2025-10-09 , Dimensional Fund Advisors Lp had reported owning 1,543,622 shares, indicating a decrease of -11.43 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-01-21	2026-01-21	13G/A	1,543,622	1,367,193	-11.43	4.80	-11.11
2025-10-09	2025-10-09	13G/A	1,842,229	1,543,622	-16.21	5.40	-15.62
2024-02-09	2024-02-09	13G/A	1,728,957	1,842,229	6.55	6.40	6.67
2023-02-10	2023-02-10	13G/A	1,468,009	1,728,957	17.78	6.00	15.38
2022-02-08	2022-02-08	13G/A	1,574,465	1,468,009	-6.76	5.20	-21.21
2021-02-12	2021-02-12	13G/A	1,546,711	1,574,465	1.79	6.60	1.07
2020-02-12	2020-02-12	13G/A	1,573,627	1,546,711	-1.71	6.53	-3.12
2019-02-08	2019-02-08	13G/A	1,456,579	1,573,627	8.04	6.74	6.48
2018-02-09	2018-02-09	13G/A	1,112,644	1,456,579	30.91	6.33	15.09
2017-02-09	2017-02-09	13G		1,112,644		5.50

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,339,044	-28,149	-2.06	19,455	-17.51	0.0009
2026-02-12	2025-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,367,193	-176,429	-11.43	23,585	6.55	0.0049
2025-11-12	2025-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,543,622	-89,487	-5.48	22,136	-11.24	0.0048
2025-08-12	2025-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,633,109	-49,622	-2.95	24,938	-12.46	0.0058
2025-05-13	2025-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,682,731	-206,013	-10.91	28,488	-59.50	0.0071
2025-02-13	2024-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,888,744	-11,851	-0.62	70,337	2.80	0.0169
2024-11-07	2024-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,900,595	9,596	0.51	68,421	4.75	0.0166
2024-08-09	2024-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,890,999	7,465	0.40	65,315	-22.30	0.0171
2024-05-10	2024-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,883,534	41,305	2.24	84,062	16.94	0.0228
2024-02-07	2023-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,842,229	13,630	0.75	71,885	12.61	0.0210
2023-11-09	2023-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,828,599	27,586	1.53	63,838	-12.81	0.0209
2023-08-09	2023-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,801,013	9,851	0.55	73,212	10.00	0.0233
2023-05-12	2023-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,791,162	62,205	3.60	66,558	118,753.57	0.0224
2023-02-09	2022-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,728,957	74,704	4.52	56	-99.87	0.0166
2022-11-10	2022-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,654,253	62,842	3.95	43,274	-4.15	0.0166
2022-08-12	2022-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,591,411	100,999	6.78	45,147	-28.56	0.0162
2022-05-13	2022-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,490,412	22,404	1.53	63,195	-6.94	0.0195
2022-02-09	2021-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,468,008	-11,576	-0.78	67,910	-5.07	0.0205
2021-11-12	2021-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,479,584	-19,497	-1.30	71,539	-1.07	0.0230
2021-08-12	2021-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,499,081	-43,051	-2.79	72,314	-11.12	0.0229
2021-05-14	2021-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,542,132	-32,333	-2.05	81,361	34.43	0.0269
2021-03-08	2020-12-31	13F/A-2	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,574,465	-8,814	-0.56	60,524	15.49	0.0219
2021-02-11	2020-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,574,465	-8,814		60,524		21,858.0518
2020-11-12	2020-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,583,279	8,196	0.52	52,407	-0.53	0.0222
2020-08-13	2020-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,575,083	15,910	1.02	52,684	35.15	0.0232
2020-05-14	2020-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,559,173	12,462	0.81	38,981	-37.04	0.0203
2020-02-14	2019-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,546,711	-14,458	-0.93	61,915	8.87	0.0226
2019-11-12	2019-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,561,169	3,733	0.24	56,873	-12.99	0.0221
2019-08-13	2019-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,557,436	-956	-0.06	65,365	22.11	0.0254
2019-08-12	2019-03-31	13F/A-2	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,558,392	-15,235	-0.97	53,531	12.87	0.0213
2019-05-10	2019-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,558,392	-15,235		53,531
2019-02-26	2018-12-31	13F/A-1	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,573,627	60,612	4.01	47,429	-20.72	0.0215
2019-02-13	2018-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,573,627	60,612		47,429
2018-11-13	2018-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,513,015	-4,691	-0.31	59,828	-9.09	0.0228
2018-08-10	2018-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,517,706	40,616	2.75	65,807	24.31	0.0262
2018-05-11	2018-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,477,090	20,511	1.41	52,939	-9.09	0.0221
2018-02-12	2017-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,456,579	11,431	0.79	58,234	6.41	0.0241
2017-11-13	2017-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,445,148	71,980	5.24	54,728	56.79	0.0239
2017-08-11	2017-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,373,168	108,359	8.57	34,906	11.19	0.0161
2017-05-12	2017-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,264,809	152,165	13.68	31,393	4.34	0.0150
2017-02-09	2016-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,112,644	82,837	8.04	30,086	63.77	0.0150
2016-11-10	2016-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,029,807	33,239	3.34	18,371	30.28	0.0099
2016-08-09	2016-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	996,568	26,840	2.77	14,101	-7.73	0.0081
2016-05-13	2016-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	969,728	31,560	3.36	15,283	-13.81	0.0091
2016-02-10	2015-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	938,168	13,746	1.49	17,732	5.62	0.0111
2015-11-13	2015-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	924,422	30,732	3.44	16,788	-24.86	0.0110
2015-08-14	2015-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	893,690	15,495	1.76	22,342	-5.56	0.0137
2015-05-14	2015-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	878,195	45,818	5.50	23,658	1.36	0.0149
2015-02-06	2014-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	832,377	21,063	2.60	23,340	30.82	0.0153
2014-11-13	2014-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	811,314	29,193	3.73	17,841	-15.67	0.0126
2014-08-08	2014-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	782,121	17,314	2.26	21,156	3.26	0.0147
2014-05-14	2014-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	764,807	7,929	1.05	20,489	-0.26	0.0153
2014-02-12	2013-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	756,878	21,399	2.91	20,542	16.23	0.0160
2013-11-13	2013-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	735,479	16,038	2.23	17,674	15.22	0.0153
2013-08-15	2013-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	719,441	719,441		15,339		0.0144

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.