Institutional Ownership WWD (NASDAQ) - Woodward Inc
Institutional Ownership Insights: Discover WWD Holdings. Gain a Comprehensive Overview of Funds and Institutions.
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| Valid Date | Name | Percent of WWD shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-09-30 | State Street Corporation | 3.607% | 0.015% | 2158406 | -56174 | -2.54% |
| 2023-09-30 | Charles Schwab Investment Management Inc | 0.830% | 0.018% | 496844 | 1783 | 0.36% |
| 2023-09-30 | Cooke & Bieler LP | 2.807% | 2.034% | 1679774 | -21808 | -1.28% |
| 2023-09-30 | Dimensional Fund Advisors, Inc. | 1.163% | 0.029% | 702751 | -10348 | -1.45% |
| 2023-09-30 | Eagle Capital Management LLC | 6.793% | 2.340% | 4064713 | -33517 | -0.82% |
| 2023-09-30 | Earnest Partners LLC | 1.776% | 0.762% | 1062665 | 62897 | 6.29% |
| 2023-09-30 | FMR Inc | 1.669% | 0.011% | 998396 | 61216 | 6.53% |
| 2023-09-30 | Geode Capital Management, LLC | 1.587% | 0.014% | 949433 | 21247 | 2.29% |
| 2023-09-30 | JPMorgan Chase & Co | 1.158% | 0.010% | 692934 | -143567 | -17.16% |
| 2023-09-30 | Millennium Management LLC | 1.069% | 0.040% | 639499 | 362306 | 130.71% |
| 2023-09-30 | Morgan Stanley - Brokerage Accounts | 1.659% | 0.013% | 992732 | 71013 | 7.70% |
| 2023-09-30 | Northern Trust Corp | 1.029% | 0.015% | 615967 | -8670 | -1.39% |
| 2023-09-30 | Snyder Capital Management LP | 1.314% | 2.203% | 785955 | -14396 | -1.80% |
| 2023-09-30 | Capital Research Global Investors | 7.605% | 0.156% | 4550134 | -2519960 | -35.64% |
| 2023-09-30 | Vanguard Group Inc | 9.562% | 0.018% | 5721250 | 59884 | 1.06% |
| 2023-09-30 | Bank of New York Mellon Corp | 0.939% | 0.016% | 567257 | -11003 | -1.90% |
| 2023-09-30 | Brown Advisory Holdings Inc | 1.567% | 0.191% | 937739 | -13170 | -1.39% |
| 2023-09-30 | BlackRock Inc | 10.144% | 0.022% | 6069821 | 43784 | 0.73% |
| 2023-09-30 | Bank of America Corp | 1.351% | 0.011% | 808410 | 39723 | 5.17% |
| 2023-09-30 | Brown Brothers Harriman & Co | 1.086% | 0.714% | 649495 | -3674 | -0.56% |
| 2023-06-30 | BlackRock Inc | 9.974% | 0.020% | 6026037 | 21198 | 0.35% |
| 2023-06-30 | Geode Capital Management, LLC | 1.536% | 0.013% | 928186 | 46223 | 5.24% |
| 2023-06-30 | Capital Research Global Investors | 11.743% | 0.225% | 7070094 | 182 | - |
| 2023-06-30 | JPMorgan Chase & Co | 1.385% | 0.011% | 836501 | -51393 | -5.79% |
| 2023-06-30 | Vanguard Group Inc | 9.403% | 0.016% | 5661366 | 5931 | 0.10% |
| 2023-06-30 | Morgan Stanley - Brokerage Accounts | 1.526% | 0.011% | 921719 | 6226 | 0.68% |
| 2023-06-30 | State Street Corporation | 3.666% | 0.014% | 2214580 | -65226 | -2.86% |
| 2023-06-30 | Northern Trust Corp | 1.038% | 0.014% | 624637 | -36195 | -5.48% |
| 2023-06-30 | Bank of America Corp | 1.272% | 0.010% | 768687 | -15496 | -1.98% |
| 2023-06-30 | Bank of New York Mellon Corp | 0.961% | 0.014% | 578260 | -2142 | -0.37% |
| 2023-06-30 | Snyder Capital Management LP | 1.329% | 2.026% | 800351 | 11665 | 1.48% |
| 2023-06-30 | Charles Schwab Investment Management Inc | 0.819% | 0.017% | 495061 | -3416 | -0.69% |
| 2023-06-30 | Cooke & Bieler LP | 2.826% | 1.887% | 1701582 | -3217 | -0.19% |
| 2023-06-30 | Brown Brothers Harriman & Co | 1.081% | 0.625% | 653169 | - | - |
| 2023-06-30 | Dimensional Fund Advisors, Inc. | 1.184% | 0.027% | 713099 | 2227 | 0.31% |
| 2023-06-30 | Eagle Capital Management LLC | 6.807% | 2.189% | 4098230 | -54616 | -1.32% |
| 2023-06-30 | Earnest Partners LLC | 1.661% | 0.665% | 999768 | -38277 | -3.69% |
| 2023-06-30 | Brown Advisory Holdings Inc | 1.579% | 0.177% | 950909 | 30600 | 3.33% |
| 2023-06-30 | FMR Inc | 1.551% | 0.009% | 937180 | -1037078 | -52.53% |
| 2023-06-30 | Federated Hermes Inc | 0.743% | 0.133% | 448719 | -39094 | -8.01% |
| 2023-03-31 | Morgan Stanley - Brokerage Accounts | 1.521% | 0.010% | 915493 | -1393755 | -60.36% |
| 2023-03-31 | Charles Schwab Investment Management Inc | 0.828% | 0.015% | 498477 | 12503 | 2.57% |
| 2023-03-31 | Bank of America Corp | 1.303% | 0.008% | 784183 | 5521 | 0.71% |
| 2023-03-31 | State Street Corporation | 3.787% | 0.013% | 2279806 | 44428 | 1.99% |
| 2023-03-31 | FMR Inc | 1.640% | 0.009% | 987129 | 28633 | 2.99% |
| 2023-03-31 | JPMorgan Chase & Co | 1.475% | 0.011% | 887894 | -128245 | -12.62% |
| 2023-03-31 | Brown Brothers Harriman & Co | 1.085% | 0.533% | 653169 | - | - |
| 2023-03-31 | BlackRock Inc | 9.974% | 0.017% | 6004839 | 56241 | 0.95% |
| 2023-03-31 | Kensico Capital Management Corp | 0.889% | 2.322% | 535000 | 535000 | - |
| 2023-03-31 | Geode Capital Management, LLC | 1.465% | 0.011% | 881963 | -105018 | -10.64% |
Funds
| Valid Date | Name | Percent of WWD shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-10-31 | iShares Core S&P Mid-Cap ETF | 3.089% | 0.353% | 1866373 | 668 | 0.04% |
| 2023-10-31 | Vanguard Institutional Extnd Mkt Idx Tr | 1.430% | 0.133% | 855534 | 17536 | 2.09% |
| 2023-10-31 | Vanguard Small Cap Index | 2.588% | 0.172% | 1548526 | 3364 | 0.22% |
| 2023-10-31 | Vanguard Total Stock Mkt Idx Inv | 3.138% | 0.018% | 1877883 | 8897 | 0.48% |
| 2023-10-31 | SPDR® S&P Aerospace & Defense ETF | 0.866% | 4.073% | 523457 | 941 | 0.18% |
| 2023-10-31 | Vanguard Small Cap Growth Index Inv | 0.723% | 0.201% | 432625 | 773 | 0.18% |
| 2023-10-31 | iShares US Aerospace & Defense ETF | 1.726% | 2.500% | 1043040 | - | - |
| 2023-10-31 | Vanguard Small Cap Value Index Inv | 0.901% | 0.152% | 538862 | -2115 | -0.39% |
| 2023-10-31 | iShares S&P Mid-Cap 400 Value ETF | 0.635% | 0.763% | 379906 | - | - |
| 2023-09-30 | VA CollegeAmerica Amcap 529A | 4.476% | 0.469% | 2704338 | -1318185 | -32.77% |
| 2023-09-30 | JPMorgan Small Cap Equity A | 0.663% | 0.959% | 400588 | - | - |
| 2023-09-30 | Calvert US Small-Cap Strategy | 0.957% | 2.527% | 577917 | 24184 | 4.37% |
| 2023-09-30 | JPM US Small Cap Core-Composite | 0.663% | 0.959% | 400588 | -19830 | -4.72% |
| 2023-09-30 | SPDR® S&P Aerospace & Defense ETF | 0.803% | 4.166% | 484877 | - | - |
| 2023-09-30 | SPDR® S&P MIDCAP 400 ETF Trust | 0.819% | 0.332% | 495071 | -7934 | -1.58% |
| 2023-09-30 | Vanguard Institutional Extnd Mkt Idx Tr | 1.387% | 0.121% | 837998 | 4092 | 0.49% |
| 2023-09-30 | Vanguard Small Cap Growth Index Inv | 0.715% | 0.185% | 431852 | -14738 | -3.30% |
| 2023-09-30 | Vanguard Small Cap Index | 2.558% | 0.161% | 1545162 | -17985 | -1.15% |
| 2023-09-30 | Vanguard Small Cap Value Index Inv | 0.895% | 0.144% | 540977 | 1357 | 0.25% |
| 2023-09-30 | Vanguard Total Stock Mkt Idx Inv | 3.093% | 0.018% | 1868986 | 5124 | 0.27% |
| 2023-09-30 | Vanguard Selected Value Inv | 0.761% | 0.948% | 459485 | -3500 | -0.76% |
| 2023-09-30 | Capital Group AMCAP Composite | 4.476% | 0.469% | 2704338 | -1318185 | -32.77% |
| 2023-09-30 | Calvert Small-Cap A | 0.957% | 2.527% | 577917 | - | - |
| 2023-09-30 | American Funds IS® Growth-Income 1 | 2.927% | 0.647% | 1768190 | -436310 | -19.79% |
| 2023-09-30 | Fidelity® Mid-Cap Stock | 0.687% | 0.743% | 415225 | - | - |
| 2023-09-30 | Capital Group Core Equity Composite | 2.927% | 0.647% | 1768190 | -436310 | -19.79% |
| 2023-09-29 | iShares Core S&P Mid-Cap ETF | 3.128% | 0.332% | 1889587 | 1332 | 0.07% |
| 2023-09-29 | iShares US Aerospace & Defense ETF | 1.674% | 2.584% | 1011111 | -1101 | -0.11% |
| 2023-09-28 | iShares US Aerospace & Defense ETF | 1.675% | 2.611% | 1012212 | -6606 | -0.65% |
| 2023-09-28 | SPDR® S&P Aerospace & Defense ETF | 0.803% | 4.214% | 484877 | - | - |
| 2023-09-28 | iShares Core S&P Mid-Cap ETF | 3.125% | 0.334% | 1888255 | - | - |
| 2023-08-31 | Vanguard Extended Market Index Investor | 1.380% | 0.119% | 833906 | 4456 | 0.54% |
| 2023-08-31 | Vanguard Institutional Extnd Mkt Idx Tr | 1.380% | 0.119% | 833906 | 4456 | 0.54% |
| 2023-08-31 | Vanguard Small Cap Growth Index Inv | 0.739% | 0.185% | 446590 | 1577 | 0.35% |
| 2023-08-31 | Calvert Small-Cap A | 0.957% | 2.449% | 577917 | 24184 | 4.37% |
| 2023-08-31 | Vanguard Small Cap Value Index Inv | 0.893% | 0.142% | 539620 | -1786 | -0.33% |
| 2023-08-31 | Vanguard Small Cap Index | 2.587% | 0.160% | 1563147 | 5884 | 0.38% |
| 2023-08-31 | Vanguard Total Stock Mkt Idx Inv | 3.085% | 0.018% | 1863862 | -207 | -0.01% |
| 2023-08-31 | SPDR® S&P Aerospace & Defense ETF | 0.965% | 4.808% | 582786 | - | - |
| 2023-08-31 | Fidelity® Mid-Cap Stock | 0.687% | 0.736% | 415225 | - | - |
| 2023-08-31 | JPMorgan Small Cap Equity A | 0.663% | 0.922% | 400588 | -3120 | -0.77% |
| 2023-08-31 | iShares Core S&P Mid-Cap ETF | 3.204% | 0.335% | 1935651 | -2555 | -0.13% |
| 2023-08-31 | iShares US Aerospace & Defense ETF | 1.637% | 2.296% | 988865 | -1030 | -0.10% |
| 2023-08-31 | SPDR® S&P MIDCAP 400 ETF Trust | 0.833% | 0.336% | 503005 | -2993 | -0.59% |
| 2023-07-31 | SPDR® S&P MIDCAP 400 ETF Trust | 0.840% | 0.305% | 505998 | -1858 | -0.37% |
| 2023-07-31 | Vanguard Small Cap Index | 2.587% | 0.142% | 1557263 | 6661 | 0.43% |
| 2023-07-31 | iShares US Aerospace & Defense ETF | 1.665% | 2.106% | 1002255 | 12383 | 1.25% |
| 2023-07-31 | Vanguard Small Cap Value Index Inv | 0.899% | 0.127% | 541406 | 4288 | 0.80% |
| 2023-07-31 | SPDR® S&P Aerospace & Defense ETF | 0.961% | 4.368% | 578593 | 24578 | 4.44% |
| 2023-07-31 | Vanguard Small Cap Growth Index Inv | 0.739% | 0.164% | 445013 | 1176 | 0.27% |
| 2023-07-31 | iShares Core S&P Mid-Cap ETF | 3.186% | 0.304% | 1918307 | 9288 | 0.49% |
| 2023-07-31 | Vanguard Total Stock Mkt Idx Inv | 3.096% | 0.016% | 1864069 | -2343 | -0.13% |
| 2023-07-31 | Fidelity® Mid-Cap Stock | 0.687% | 0.664% | 415225 | -13325 | -3.11% |
| 2023-07-31 | Vanguard Extended Market Index Investor | 1.378% | 0.105% | 829450 | 7040 | 0.86% |
| 2023-07-31 | Calvert Small-Cap A | 0.917% | 2.131% | 553733 | - | - |
| 2023-06-30 | American Funds SMALLCAP World A | 1.078% | 0.115% | 649000 | - | - |
| 2023-06-30 | JPM US Small Cap Core-Composite | 0.698% | 0.862% | 420418 | -34790 | -7.64% |
| 2023-06-30 | American Funds IS® Growth-Income 1 | 3.662% | 0.731% | 2204500 | - | - |
| 2023-06-30 | Capital Group Core Equity Composite | 3.662% | 0.731% | 2204500 | - | - |
| 2023-06-30 | Calvert US Small-Cap Strategy | 0.920% | 2.147% | 553733 | 46398 | 9.15% |
| 2023-06-30 | Vanguard Selected Value Inv | 0.769% | 0.882% | 462985 | 1230 | 0.27% |
| 2023-06-30 | Capital Group AMCAP Composite | 6.681% | 0.631% | 4022523 | - | - |
| 2023-06-30 | Fidelity® Mid-Cap Stock | 0.712% | 0.683% | 428550 | -6400 | -1.47% |
| 2023-06-30 | VA CollegeAmerica Amcap 529A | 6.681% | 0.631% | 4022523 | - | - |
| 2023-06-30 | Calvert Small-Cap A | 0.920% | 2.147% | 553733 | 32384 | 6.21% |
| 2023-03-31 | Vanguard Instl Ttl Stck Mkt Idx Tr | 3.068% | 0.015% | 1846989 | 23444 | 1.29% |