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CW Institutional Ownership

Curtiss-Wright Corporation
1W: -3.7% 1M: -10.4% 3M: -29.7% YTD: -16.5% 1Y: -16.3% 3Y: +138.4% 5Y: +270.4%
$476.94
+0.40 (+0.08%)
After Hours: $471.96 (-4.98, -1.05%)
Weekly Expected Move ±4.9%
$420 $442 $465 $488 $510
NYSE · Industrials · Aerospace & Defense · Tech Score Strong Sell · Power 42 · $17.6B mcap · 37M float · 1.00% daily turnover · Short 34% of daily vol
Credit Risk of going bust: lower than 81% of companies Debt: 6.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.45 (down 99.5%), Curtiss-Wright Corporation would be worth roughly what it owes.
Total debt $1.15B against a stock market value of $17.60B.
Distance to default 9.90 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $578.7M (short-term plus half of long-term), stock volatility 35.7%; Altman Z 6.40. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — CW

1,024
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
$24B
Total Invested
122
New Positions
357
Increased
390
Reduced
68
Closed
1.09
Put/Call Ratio

Ownership Trends

Top Institutional Holders (354 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CALIFORNIA STATE TEACHERS RETIREMENT S 40,844,780 $19.5B +40,802,556 +96633.6% 2Q SEC ↗
2 STATE STREET CORP NEW 1,702,418 $812M +1,702,418 — 1Q SEC ↗
3 PRIMECAP MANAGEMENT CO/CA/ NEW 514,815 $246M +514,815 — 1Q SEC ↗
4 GOLDMAN SACHS GROUP INC NEW 257,018 $123M +257,018 — 1Q SEC ↗
5 AMERIPRISE FINANCIAL INC NEW 158,285 $75M +158,285 — 1Q SEC ↗
6 CONGRESS ASSET MANAGEMENT CO 155,176 $74M -43,582 -21.9% 3Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC NEW 148,589 $71M +148,589 — 1Q SEC ↗
8 GAMCO INVESTORS, INC. ET AL NEW 122,132 $58M +122,132 — 1Q SEC ↗
9 Robeco Institutional Asset Management NEW 108,203 $52M +108,203 — 1Q SEC ↗
10 FAYEZ SAROFIM & CO NEW 107,997 $52M +107,997 — 1Q SEC ↗
11 WEDGE CAPITAL MANAGEMENT L L P/NC 105,608 $50M +15,563 +17.3% 2Q SEC ↗
12 GABELLI FUNDS LLC NEW 94,009 $45M +94,009 — 1Q SEC ↗
13 WELLS FARGO & COMPANY/MN NEW 88,491 $42M +88,491 — 1Q SEC ↗
14 PRINCIPAL FINANCIAL GROUP INC NEW 86,144 $41M +86,144 — 1Q SEC ↗
15 Retirement Systems of Alabama NEW 79,978 $38M +79,978 — 1Q SEC ↗
16 Vident Advisory, LLC NEW 69,806 $33M +69,806 — 1Q SEC ↗
17 Baird Financial Group, Inc. NEW 51,077 $24M +51,077 — 1Q SEC ↗
18 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 46,178 $22M +45,623 +8220.4% 2Q SEC ↗
19 NEW YORK STATE COMMON RETIREMENT FUND NEW 42,801 $20M +42,801 — 1Q SEC ↗
20 TD Waterhouse Canada Inc. NEW 41,489 $20M +41,489 — 1Q SEC ↗
21 EAGLE GLOBAL ADVISORS LLC NEW 36,196 $17M +36,196 — 1Q SEC ↗
22 Allianz Asset Management GmbH NEW 34,078 $16M +34,078 — 1Q SEC ↗
23 EULAV Asset Management 32,769 $16M +4,553 +16.1% 2Q SEC ↗
24 STATE BOARD OF ADMINISTRATION OF FLORI NEW 32,767 $16M +32,767 — 1Q SEC ↗
25 EXCHANGE TRADED CONCEPTS, LLC NEW 30,680 $15M +30,680 — 1Q SEC ↗
26 State of Alaska, Department of Revenue 27,841 $13M +20,411 +274.7% 2Q SEC ↗
27 FORT WASHINGTON INVESTMENT ADVISORS IN NEW 27,608 $13M +27,608 — 1Q SEC ↗
28 Corient Private Wealth LP NEW 25,738 $12M +25,738 — 1Q SEC ↗
29 IEQ CAPITAL, LLC NEW 24,545 $12M +24,545 — 1Q SEC ↗
30 HSBC HOLDINGS PLC 21,651 $10M -9,594 -30.7% 14Q SEC ↗
31 Mariner, LLC 21,645 $10M -26,153 -54.7% 2Q SEC ↗
32 CITADEL ADVISORS LLC NEW 21,297 $10M +21,297 — 1Q SEC ↗
33 LaFleur & Godfrey LLC NEW 18,404 $9M +18,404 — 1Q SEC ↗
34 Vontobel Holding Ltd. NEW 17,309 $8M +17,309 — 1Q SEC ↗
35 MANUFACTURERS LIFE INSURANCE COMPANY, 17,218 $8M -1,885 -9.9% 2Q SEC ↗
36 Running Oak Capital LLC NEW 15,755 $8M +15,755 — 1Q SEC ↗
37 Ensign Peak Advisors, Inc NEW 15,495 $7M +15,495 — 1Q SEC ↗
38 Man Group plc NEW 15,336 $7M +15,336 — 1Q SEC ↗
39 Inspire Investing, LLC NEW 14,440 $7M +14,440 — 1Q SEC ↗
40 Jump Financial, LLC NEW 13,400 $6M +13,400 — 1Q SEC ↗
41 BEESE FULMER INVESTMENT MANAGEMENT, IN 13,137 $6M -257 -1.9% 2Q SEC ↗
42 Advisors Asset Management, Inc. NEW 13,119 $6M +13,119 — 1Q SEC ↗
43 Sequoia Financial Advisors, LLC NEW 13,097 $6M +13,097 — 1Q SEC ↗
44 Nykredit A/S NEW 12,693 $6M +12,693 — 1Q SEC ↗
45 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW 11,950 $6M +11,950 — 1Q SEC ↗
46 MERCER GLOBAL ADVISORS INC /ADV NEW 11,949 $6M +11,949 — 1Q SEC ↗
47 Freestone Grove Partners LP NEW 11,749 $6M +11,749 — 1Q SEC ↗
48 TEACHERS RETIREMENT SYSTEM OF THE STAT NEW 11,567 $6M +11,567 — 1Q SEC ↗
49 INTECH INVESTMENT MANAGEMENT LLC NEW 11,196 $5M +11,196 — 1Q SEC ↗
50 Mn Services Vermogensbeheer B.V. NEW 10,800 $5M +10,800 — 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (20)
HolderAddedChange %Total Shares
CALIFORNIA STATE TEACHERS RETIREMEN +40,802,556 +96633.6% 40,844,780
CAISSE DE DEPOT ET PLACEMENT DU QUE +45,623 +8220.4% 46,178
State of Alaska, Department of Reve +20,506 +552.0% 24,221
WEDGE CAPITAL MANAGEMENT L L P/NC +15,563 +17.3% 105,608
HSBC HOLDINGS PLC +7,203 +57.6% 19,701
EULAV Asset Management +4,553 +16.1% 32,769
Redwood Investment Management, LLC +2,596 +166.7% 4,153
Trust Point Inc. +873 +7275.0% 885
Merit Financial Group, LLC +837 +87.9% 1,789
Wedmont Private Capital +823 +117.2% 1,525
PITTENGER & ANDERSON INC +790 +77.4% 1,811
RITHOLTZ WEALTH MANAGEMENT +683 +16.7% 4,765
HM PAYSON & CO +576 +960.0% 636
PEAK FINANCIAL ADVISORS LLC +499 +12.5% 4,503
THURSTON, SPRINGER, MILLER, HERD & +446 +174.2% 702
CAMPBELL NEWMAN ASSET MANAGEMENT IN +367 +4.7% 8,175
BankChampaign, National Association +229 +27.3% 1,068
Reliant Investment Management, LLC +183 +2.4% 7,835
IFP Advisors, Inc +149 +27.4% 692
Central Pacific Bank - Trust Divisi +140 +11.8% 1,330
Biggest Decreases (20)
HolderReducedChange %Total Shares
CONGRESS ASSET MANAGEMENT CO -43,582 -21.9% 155,176
Mariner, LLC -26,153 -54.7% 21,645
HSBC HOLDINGS PLC -16,797 -89.6% 1,950
BOKF, NA -7,255 -41.4% 10,257
Merit Financial Group, LLC -3,825 -80.4% 935
MANUFACTURERS LIFE INSURANCE COMPAN -1,885 -9.9% 17,218
Radnor Capital Management, LLC -1,268 -20.8% 4,814
MISSION WEALTH MANAGEMENT, LP -935 -67.0% 461
Legacy Wealth Asset Management, LLC -438 -11.7% 3,300
COMMONWEALTH OF PENNSYLVANIA PUBLIC -394 -4.3% 8,844
Versant Capital Management, Inc -368 -32.6% 761
BEESE FULMER INVESTMENT MANAGEMENT, -257 -1.9% 13,137
TD PRIVATE CLIENT WEALTH LLC -233 -10.9% 1,909
Revolve Wealth Partners, LLC -220 -26.4% 612
THURSTON, SPRINGER, MILLER, HERD & -209 -60.8% 135
Hilltop National Bank -202 -44.7% 250
Balefire, LLC -181 -30.9% 404
Krilogy Financial LLC -177 -18.5% 779
CITIZENS FINANCIAL GROUP INC/RI -163 -23.5% 532
GK Wealth Management LLC -121 -39.0% 189

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms