Cross-institution positioning
May 11, 2026Reduction leaning. 1 accumulating, 2 exited across 3 comparable institutions.
Source: Schedule 13 researchCNM Institutional Ownership
Core & Main, Inc.
Latest stored close $40.37 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
39/100
4 tracked · 3 comparable
Latest filing
May 11, 2026
Positive breadth
2 positive · 2 negative
Recent close
$40.37
Research confidence
Medium
Institutional Research 21/100 · 1 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 11, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating1
Newly reported1
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 39/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 2 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
Institutional
28/100
Insiders
59/100
Fundamentals
55/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Aug 4, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 1 purchase by 1 reporting owner and 0 sales by 0 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 9, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Sep 9, 2026Revenue +2.5% YoY; Net income +7.5% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 5% through its reported 52-week range; -17.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Morgan Stanley.
Filed May 11, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 11, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Apr 7, 2026
Direction locked
BlackRock
Filed Apr 5, 2024
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
Morgan Stanley
Filed May 11, 2026
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Apr 7, 2026
BlackRock
Filed Apr 5, 2024
Vanguard Capital Management
Filed Apr 29, 2026
Morgan Stanley
Filed May 11, 2026
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth1
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026 | Harper Carla D | FTax/price withholding or payment | Class A Common Stock | 242 | $46.32 | Direct | Aug 5, 2026 |
| Jul 22, 2026 | HUEBERT MICHAEL G. | FTax/price withholding or payment | Class A Common Stock | 1.3K | $43.75 | Direct | Jul 23, 2026 |
| Jul 6, 2026 | Hope James D | POpen-market or private purchase | Class A Common Stock | 2.1K | $46.01 | Direct | Jul 8, 2026 |
| Jun 23, 2026 | Castellano James G | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | NEWMAN MARGARET | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | Hardwick M Susan | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | MAZZARELLA KATHLEEN M | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | Hope James D | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | Amirthalingam Bhavani | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | Gipson Dennis G | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | Kimbrough Orvin T | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 23, 2026 | Buck Robert M | AGrant, award, or other acquisition | Class A Common Stock | 2.8K | $0.00 | Direct | Jun 24, 2026 |
| Jun 22, 2026 | Harper Carla D | FTax/price withholding or payment | Class A Common Stock | 568 | $47.25 | Direct | Jun 24, 2026 |
| Apr 17, 2026 | Bradbury Robyn L | CConversion of derivative · derivative | Class B Common Stock and Limited Partnership Interests | 5.0K | $0.00 | Direct | Apr 21, 2026 |
| Apr 17, 2026 | Bradbury Robyn L | JOther transaction · derivative | Class B Common Stock and Limited Partnership Interests | 5.0K | $0.00 | Direct | Apr 21, 2026 |
| Apr 17, 2026 | Bradbury Robyn L | JOther transaction · derivative | Class B Common Stock and Limited Partnership Interests | 5.0K | $0.00 | Indirect | Apr 21, 2026 |
| Apr 17, 2026 | Bradbury Robyn L | SOpen-market or private sale | Class A Common Stock | 3.4K | $52.84 | Direct | Apr 21, 2026 |
| Apr 17, 2026 | Bradbury Robyn L | SOpen-market or private sale | Class A Common Stock | 1.6K | $51.94 | Direct | Apr 21, 2026 |
| Apr 17, 2026 | Bradbury Robyn L | CConversion of derivative | Class A Common Stock | 5.0K | $0.00 | Direct | Apr 21, 2026 |
| Apr 7, 2026 | Hope James D | POpen-market or private purchase | Class A Common Stock | 2.0K | $50.70 | Direct | Apr 9, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 9, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 2, 2026 | 8-K | 1.01, 9.01 | Material definitive agreement; Financial statements / exhibits | — | Filing |
| Jun 25, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 23, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| Jun 22, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 10, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 10, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Mar 27, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Mar 24, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Dec 9, 2025 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$2.1B
Q2 2026
+2.5% YoY 10-Q filed Sep 9, 2026
Operating income
$227.0M
Q2 2026
+6.6% YoY 10-Q filed Sep 9, 2026
Operating margin
10.6%
Q2 2026
+0.4 pts YoY 10-Q filed Sep 9, 2026
Net income
$144.0M
Q2 2026
+7.5% YoY 10-Q filed Sep 9, 2026
Diluted EPS
$0.77
Q2 2026
+10.0% YoY 10-Q filed Sep 9, 2026
Operating cash flow
$144.0M
YTD through Aug 2, 2026
+29.7% YoY 10-Q filed Sep 9, 2026
Cash & equivalents
$312.0M
As of Aug 2, 2026
+1,148.0% YoY 10-Q filed Sep 9, 2026
Long-term debt
$2.4B
As of Aug 2, 2026
+8.5% YoY 10-Q filed Sep 9, 2026
Assets
$6.7B
As of Aug 2, 2026
+6.4% YoY 10-Q filed Sep 9, 2026
Liabilities
$4.6B
As of Aug 2, 2026
+6.0% YoY 10-Q filed Sep 9, 2026
Stockholders’ equity
$2.0B
As of Aug 2, 2026
+7.7% YoY 10-Q filed Sep 9, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 2, 2026 | $2.1B | +2.5% |
| Ended May 3, 2026 | $1.9B | -0.1% |
| Ended Nov 2, 2025 | $2.1B | +1.2% |
| Ended Aug 3, 2025 | $2.1B | +6.6% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Feb 1, 2026 | $7.6B | +2.8% |
| Ended Feb 2, 2025 | $7.4B | +11.0% |
| Ended Jan 28, 2024 | $6.7B | +0.8% |
| Ended Jan 29, 2023 | $6.7B | +32.9% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$41.08
View live quote ↗
52-week low
$40.03
Sep 14, 2026
52-week high
$59.66
Feb 12, 2026
Below 52-week high
31.1%
1W return
-6.8%
1M return
-10.7%
3M return
-13.7%
6M return
-14.5%
YTD return
-21.0%
1Y return
-17.4%
30-day volatility
26.9%
90-day volatility
33.4%
1Y max drawdown
-31.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 19 filing(s) · 16 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 8.5M | $40.37 | |||
| Morgan Stanley CIK0000895421 | Mar 31, 2026 observed May 11, 2026 filed · 41d Schedule 13G amendment | Exit below reporting threshold | 5.1M -7.4M | 2.70% -3.80 pts | $49.40 | $48.91 | $40.37 |
| Vanguard Capital Management CIK0002100119 | Mar 31, 2026 observed Apr 29, 2026 filed · 29d Initial Schedule 13G | Initial Schedule 13G | 9.9M | 5.26% | $49.40 | $48.44 | $40.37 |
Explore more institutional activity
Related research
Compare CNM with other securities showing similar institutional activity or recent accumulation across several tracked institutions.