HolderBook

CURTISS WRIGHT CORP (CW)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

23
Reporting holders
$91.9M
Reported value
0.0%
Calls
0.0%
Puts
-928
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$84.4M155,1760.55%19q-21.9%-$23.7M
Legacy Wealth Asset Management, LLC$1.2M2,2830.27%24q-30.8%-$553.1K
Wedmont Private Capital$773.6K1,5250.02%4q+117.2%+$417.5K
GAMMA Investing LLC$752.6K1,3840.03%12qHELD
Central Pacific Bank - Trust Division$723.3K1,3300.08%11q+11.8%+$76.1K
Farther Finance Advisors, LLC$652.0K1,1990.00%16q-4.4%-$29.9K
CONFLUENCE INVESTMENT MANAGEMENT LLC$630.8K1,1600.01%15qHELD
Heartwood Wealth Advisors LLC$462.2K8500.04%12qHELD
Versant Capital Management, Inc$413.8K7610.04%16q-32.6%-$200.1K
Red Spruce Capital, LLC$367.1K6750.13%5qHELD
ATWOOD & PALMER INC$352.4K6480.02%32qHELD
Balefire, LLC$219.7K4040.03%6q-30.9%-$98.4K
Pacifica Partners Inc.$217.9K4000.07%13qHELD
Cooper Financial Group$204.5K3760.02%6q+9.3%+$17.4K
Emprise Bank$201.8K3710.08%5qHELD
GK Wealth Management LLC$102.9K1890.06%2q-39.0%-$65.9K
CoreCap Advisors, LLC$79.4K1460.00%4q+60.4%+$29.9K
MassMutual Private Wealth & Trust, FSB$69.1K1270.00%20q-17.5%-$14.7K
ELEVATION WEALTH PARTNERS, LLC$23.9K440.01%5q-18.5%-$5.4K
Bullock Wealth Management Group$20.2K370.01%8q-17.8%-$4.4K
Mn Services Vermogensbeheer B.V.$5.9K10,8000.04%2qHELD
Marquette Asset Management, LLC$2.2K40.00%5q-42.9%-$1.6K
Trust Co$54410.00%4qHELD
ARMSTRONG ADVISORY GROUP, INC$54410.00%newNEW
WoodTrust Financial Corp$5389880.07%7q+4.0%
Polaris Financial Partners$21390.01%newFIRST

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-062026-10-05Directors or officers departed or appointedfiling
2026-09-222026-09-21Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-12Bamford Lynn MChair and CEOSold2,500$1.9M
2026-06-09Bamford Lynn MChair and CEOSold2,500$1.8M
2026-06-09Ogilby Gary ASenior VP & Corp ControllerSold399$288.1K
2026-05-27Watts John CEVP & Chief Growth OfficerSold220$165.6K
2026-06-15Watts John CEVP & Chief Growth OfficerSold200$154.1K
2026-08-10Lyash Jeffrey J.DirectorBought209$149.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202623$91.9M169,09114100.0%
Q2 2026951$25.9B34,011,8051153352980.6%
Q1 2026905$21.3B31,104,9431483182550.8%
Q4 2025839$17.0B30,794,246952502800.3%
Q3 2025792$16.7B30,548,4531082542620.6%
Q2 2025741$15.5B31,407,7381352232490.9%
Q1 2025651$10.1B31,702,904832182010.4%
Q4 2024626$11.4B31,795,468761941860.6%
Q3 2024562$10.3B31,184,344771801670.3%
Q2 2024539$8.7B32,021,913791831510.1%
Q1 2024500$8.4B32,679,094641651430.2%
Q4 2023478$7.2B32,403,240551651360.1%
Q3 2023436$6.2B31,903,768811291240.1%
Q2 2023381$5.8B31,751,790321261280.1%
Q1 2023387$5.8B32,842,961401171370.1%
Q4 2022383$5.4B32,424,364671101210.0%
Q3 2022333$4.6B32,950,56634871210.1%
Q2 2022335$4.3B32,851,210361021130.1%
Q1 2022349$4.8B31,633,15654951050.2%
Q4 2021338$4.4B31,481,57045741230.1%
Q3 2021299$4.3B33,723,8812885990.1%
Q2 2021308$4.0B33,533,95532821160.1%
Q1 2021306$4.0B33,706,68235971110.1%
Q4 2020319$3.9B33,684,15338961160.1%
Q3 2020313$3.1B33,201,52548871080.1%
Q2 2020308$3.0B33,178,66448951100.1%
Q1 2020307$3.1B33,651,98735107950.2%
Q4 2019335$5.0B35,174,441361021010.2%
Q3 2019313$4.3B33,508,00531821190.3%
Q2 2019316$4.3B34,058,64948781140.3%
Q1 2019311$3.8B33,426,6605696900.1%
Q4 2018286$3.4B33,582,4935830.1%