WOODWARD INC (WWD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | $8.3M | 25,209 | 0.52% | 32q | -1.1%-$89.0K |
| GAMMA Investing LLC | $3.4M | 10,405 | 0.12% | 12q | +4.4%+$143.3K |
| ARGENT CAPITAL MANAGEMENT LLC | $3.0M | 9,005 | 0.09% | 4q | -2.2%-$66.7K |
| Red Spruce Capital, LLC | $2.8M | 8,574 | 1.00% | 28q | HELD |
| Farther Finance Advisors, LLC | $1.3M | 3,940 | 0.01% | 16q | -5.7%-$78.5K |
| Wealth Enhancement Trust Services, Inc. | $1.2M | 3,670 | 0.13% | 4q | -51.2%-$1.3M |
| ROCKLAND TRUST CO | $707.5K | 2,153 | 0.03% | 32q | HELD |
| Wedmont Private Capital | $435.4K | 1,346 | 0.01% | 6q | +3.5%+$14.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $396.6K | 1,207 | 0.00% | 29q | HELD |
| Vann Equity Management LLC | $310.8K | 946 | 0.18% | new | NEW |
| Versant Capital Management, Inc | $304.6K | 927 | 0.03% | 10q | +3.9%+$11.5K |
| ANB BANK | $253.3K | 771 | 0.09% | 3q | HELD |
| STEPH & CO | $144.6K | 440 | 0.04% | 2q | +93.8%+$70.0K |
| MassMutual Private Wealth & Trust, FSB | $71.3K | 217 | 0.00% | 21q | -4.8%-$3.6K |
| ELEVATION WEALTH PARTNERS, LLC | $48.0K | 146 | 0.01% | 5q | +60.4%+$18.1K |
| Planning Strategies Inc. | $38.8K | 118 | 0.02% | 2q | HELD |
| Trust Co | $24.7K | 75 | 0.00% | 27q | HELD |
| GoalVest Advisory LLC | $14.5K | 44 | 0.00% | new | NEW |
| Retirement Wealth Solutions LLC | $8.5K | 26 | 0.00% | 8q | HELD |
| Marquette Asset Management, LLC | $3.3K | 10 | 0.00% | 5q | -33.3%-$1.6K |
| GK Wealth Management LLC | $3.3K | 10 | 0.00% | new | NEW |
| WoodTrust Financial Corp | $1.2K | 3,692 | 0.15% | 32q | HELD |
| Davis Capital Management | $657 | 2 | 0.00% | 2q | +100.0% |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-21 | 2026-09-15 | Exit or disposal costs | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-04 | Korte Daniel G. | Director | Sold | 14,700 | $5.2M ×4 |
| 2026-07-31 | McLevige Shawn M | EVP and President, Aerospace | Sold | 2,150 | $767.2K |
| 2026-05-14 | Bem Karrie M. | EVP, Gen Counsel & Corp Sec | Sold | 280 | $104.3K |
| 2026-05-15 | Bem Karrie M. | EVP, Gen Counsel & Corp Sec | Sold | 279 | $100.8K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $22.7M | 69,241 | 3 | 6 | 6 | 0.0% |
| Q2 2026 | 762 | $24.5B | 57,047,844 | 109 | 262 | 247 | 1.1% |
| Q1 2026 | 733 | $18.8B | 52,330,404 | 142 | 243 | 211 | 0.7% |
| Q4 2025 | 643 | $16.1B | 53,064,126 | 105 | 181 | 210 | 0.7% |
| Q3 2025 | 568 | $13.9B | 54,482,140 | 87 | 175 | 176 | 1.0% |
| Q2 2025 | 540 | $13.3B | 53,562,811 | 101 | 154 | 166 | 1.6% |
| Q1 2025 | 483 | $9.9B | 53,860,374 | 60 | 134 | 171 | 1.0% |
| Q4 2024 | 482 | $8.8B | 52,663,830 | 56 | 152 | 129 | 0.8% |
| Q3 2024 | 442 | $9.2B | 53,626,364 | 47 | 127 | 168 | 0.6% |
| Q2 2024 | 469 | $9.1B | 51,957,079 | 72 | 135 | 147 | 0.2% |
| Q1 2024 | 430 | $8.5B | 55,337,558 | 48 | 129 | 138 | 0.2% |
| Q4 2023 | 417 | $7.0B | 51,205,012 | 56 | 120 | 130 | 0.4% |
| Q3 2023 | 379 | $6.1B | 48,794,647 | 49 | 114 | 113 | 0.8% |
| Q2 2023 | 348 | $5.8B | 48,801,895 | 48 | 88 | 120 | 0.1% |
| Q1 2023 | 332 | $4.9B | 50,356,922 | 50 | 100 | 93 | 0.4% |
| Q4 2022 | 314 | $4.7B | 48,643,549 | 38 | 89 | 102 | 0.0% |
| Q3 2022 | 304 | $4.0B | 49,187,953 | 30 | 80 | 111 | 0.2% |
| Q2 2022 | 315 | $4.7B | 50,870,748 | 29 | 78 | 128 | 0.0% |
| Q1 2022 | 332 | $6.6B | 52,229,669 | 41 | 116 | 95 | 0.9% |
| Q4 2021 | 342 | $5.6B | 50,647,514 | 38 | 110 | 99 | 0.6% |
| Q3 2021 | 333 | $5.8B | 50,868,082 | 45 | 109 | 100 | 1.4% |
| Q2 2021 | 336 | $6.3B | 50,965,962 | 34 | 89 | 110 | 0.4% |
| Q1 2021 | 340 | $6.2B | 50,801,997 | 44 | 94 | 110 | 0.5% |
| Q4 2020 | 340 | $6.4B | 51,838,825 | 58 | 81 | 123 | 1.1% |
| Q3 2020 | 311 | $4.1B | 51,033,664 | 41 | 75 | 104 | 0.4% |
| Q2 2020 | 309 | $4.0B | 51,322,390 | 45 | 92 | 116 | 0.4% |
| Q1 2020 | 332 | $3.2B | 52,499,117 | 50 | 116 | 105 | 0.4% |
| Q4 2019 | 359 | $5.8B | 48,402,079 | 29 | 103 | 119 | 0.4% |
| Q3 2019 | 359 | $5.0B | 46,489,834 | 48 | 110 | 115 | 0.3% |
| Q2 2019 | 361 | $5.3B | 46,755,002 | 73 | 92 | 116 | 0.1% |
| Q1 2019 | 327 | $4.5B | 47,092,596 | 65 | 96 | 89 | 0.1% |
| Q4 2018 | 287 | $3.5B | 47,464,239 | 3 | 6 | 5 | 0.0% |