CW · Company research
Curtiss-Wright Corp. (CW): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338 | 256123 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 16671 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 585 | 443290 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12694 | 9619005 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1606 | 1216963 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265 | 200806 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Radnor Capital Management, LLC | 1696867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6082 | 4608696 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Clean Yield Group | 1525865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 265216 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Asset Management Group, Inc. | 1511550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 986 | 747080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14112 | 10693510 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ellsworth Advisors, LLC | 1843553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475 | 356897 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 23158 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15925 | 12068 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 423 | 320493 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56502 | 42815 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83549 | 62873587 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5078 | 3848 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SYON CAPITAL LLC | 1999353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1182 | 895672 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Morey & Quinn Wealth Partners, LLC | 2055521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 831 | 629699 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1893 | 1285 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1085936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4383 | 3321262 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6626 | 5021170 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 11366 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4765 | 3610738 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32681 | 24399961 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410 | 310682 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Siemens Fonds Invest GmbH | 1856637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 775 | 587264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 276 | 209142 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LORD, ABBETT & CO. LLC | 728100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41312 | 31305 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3108 | 2355118 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169 | 127730 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 965 | 731238 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1909 | 1446564 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1598 | 1209846 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| USA FINANCIAL FORMULAS | 1534358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205 | 155341 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KCM INVESTMENT ADVISORS LLC | 1109228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10704 | 8111063 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1736 | 1315485 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Argos Wealth Advisors, LLC | 1809154 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 495 | 375091 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cetera Trust Company, N.A | 2005547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1430 | 1083597 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 297 | 225055 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1695 | 1284397 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Annex Advisory Services, LLC | 1542287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 378 | 286433 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105608 | 80025518 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 553378 | 419327713 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| XML Financial, LLC | 1800465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 227328 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6993 | 5299016 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 832 | 630456 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13120 | 9941811 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Terra Nova Asset Management LLC | 1658652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280 | 212173 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 2274 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| TOWER TRUST & INVESTMENT Co | 2067591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 757 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1458 | 1104814 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3520 | 2667315 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 5305 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1649472 | 1249903903 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1793 | 1358696 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Winter & Associates, Inc. | 2109063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275 | 208384 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SAPIENT CAPITAL LLC | 1998653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 293 | 222100 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153930 | 116641997 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204 | 154583 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST POINT INC. | 1635633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1002 | 759274 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265 | 200806 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682 | 516792 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19586 | 14841582 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cooper Financial Group | 1751581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344 | 260669 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2388 | 1809531 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109503 | 82976932 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2031 | 1539837 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 59105 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 758 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8096 | 6135 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 2050308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 819 | 620605 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Cannell & Spears LLC | 1426319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 444 | 336445 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13719 | 10395709 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2701 | 2046710 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Massachusetts Wealth Management | 1966011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 545 | 412979 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2025 | 1534195 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| COOKSON PEIRCE & CO INC | 1141455 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269 | 203838 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75125 | 56926720 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25198 | 19094036 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.