Filing Research | WWD - WOODWARD INC Institutional Holdings

Snapshot holdings

50 / 158 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	135.4KSH	$57.6M
2	COOKSON PEIRCE & CO INC	Shares	92.8KSH	$39.5M
3	Arbejdsmarkedets Tillaegspension	Shares	79.8KSH	$34.0M
4	LaFleur & Godfrey LLC	Shares	56.2KSH	$23.9M
5	Police & Firemen's Retirement System of New Jersey	Shares	26.8KSH	$11.4M
6	Sequoia Financial Advisors, LLC	Shares	25.7KSH	$10.9M
7	YHB Investment Advisors, Inc.	Shares	25.5KSH	$10.8M
8	Vest Financial, LLC	Shares	23.2KSH	$9.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.6KSH	$9.1M
10	Louisiana State Employees Retirement System	Shares	17.4KSH	$7.4M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.7KSH	$7.1M
12	MIDLAND WEALTH ADVISORS, LLC	Shares	16.3KSH	$7.0M
13	Covea Finance	Shares	14.2KSH	$6.0M
14	Hennion & Walsh Asset Management, Inc.	Shares	13.9KSH	$5.9M
15	Sowell Financial Services LLC	Shares	12.5KSH	$5.3M
16	Oak Thistle LLC	Shares	12.4KSH	$5.3M
17	TERRIL BROTHERS, INC.	Shares	11.6KSH	$4.9M
18	GAMMA Investing LLC	Shares	10.0KSH	$4.2M
19	ARGENT CAPITAL MANAGEMENT LLC	Shares	9.2KSH	$3.9M
20	Red Spruce Capital, LLC	Shares	8.6KSH	$3.7M
21	Spectrum Planning & Advisory Services Inc.	Shares	8.3KSH	$3.5M
22	Catalyst Capital Advisors LLC	Shares	7.9KSH	$3.4M
23	SteelPeak Wealth, LLC	Shares	7.9KSH	$3.3M
24	Merit Financial Group, LLC	Shares	6.1KSH	$2.6M
25	Brookstone Capital Management	Shares	6.0KSH	$2.5M
26	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.1KSH	$2.2M
27	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	5.0KSH	$2.1M
28	MISSION WEALTH MANAGEMENT, LP	Shares	4.7KSH	$2.0M
29	Trinity Legacy Partners, LLC	Shares	4.8KSH	$1.9M
30	Farther Finance Advisors, LLC	Shares	4.2KSH	$1.8M
31	Diversified Trust Co	Shares	4.1KSH	$1.8M
32	Blue Trust, Inc.	Shares	4.1KSH	$1.7M
33	SECURIAN ASSET MANAGEMENT, INC	Shares	4.4KSH	$1.7M
34	Avior Wealth Management, LLC	Shares	3.8KSH	$1.6M
35	Crossmark Global Holdings, Inc.	Shares	3.8KSH	$1.6M
36	Wealth Enhancement Trust Services, Inc.	Shares	3.7KSH	$1.6M
37	J.W. COLE ADVISORS, INC.	Shares	3.7KSH	$1.6M
38	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.6KSH	$1.5M
39	Financial Planning Fort Collins, LLC	Shares	3.6KSH	$1.5M
40	PensionDanmark Pensionsforsikringsaktieselskab	Shares	3.4KSH	$1.5M
41	Town & Country Bank & Trust CO dba First Bankers Trust CO	Shares	3.4KSH	$1.5M
42	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.1KSH	$1.3M
43	First Growth Capital LLC	Shares	3.0KSH	$1.3M
44	Agate Pass Investment Management, LLC	Shares	2.9KSH	$1.2M
45	EQUITABLE TRUST CO	Shares	2.8KSH	$1.2M
46	Yorktown Management & Research Co Inc	Shares	2.8KSH	$1.2M
47	Fifth Third Wealth Advisors LLC	Shares	2.3KSH	$986.2K
48	Moisand Fitzgerald Tamayo, LLC	Shares	2.3KSH	$972.6K
49	ROCKLAND TRUST CO	Shares	2.1KSH	$914.7K
50	Aaron Wealth Advisors LLC	Shares	1.9KSH	$818.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 170 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+135.4K	+$57.6M	$57.6M
2	COOKSON PEIRCE & CO INC added	Shares	+14.1K	+$11.3M	$39.5M
3	Arbejdsmarkedets Tillaegspension added	Shares	+11.2K	+$9.4M	$34.0M
4	Sequoia Financial Advisors, LLC added	Shares	+5.1K	+$3.6M	$10.9M
5	Oak Thistle LLC added	Shares	+6.7K	+$3.2M	$5.3M
6	LaFleur & Godfrey LLC trimmed	Shares	-3.1K	+$2.7M	$23.9M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$2.3M	$11.4M
8	Brookstone Capital Management added	Shares	+4.8K	+$2.1M	$2.5M
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.6K	+$1.6M	$2.2M
10	J.W. COLE ADVISORS, INC. new	Shares	+3.7K	+$1.6M	$1.6M
11	Town & Country Bank & Trust CO dba First Bankers Trust CO new	Shares	+3.4K	+$1.5M	$1.5M
12	MIDLAND WEALTH ADVISORS, LLC added	Shares	+396	+$1.2M	$7.0M
13	Louisiana State Employees Retirement System added	Shares	+100	+$1.2M	$7.4M
14	MISSION WEALTH MANAGEMENT, LP added	Shares	+2.3K	+$1.1M	$2.0M
15	Hennion & Walsh Asset Management, Inc. added	Shares	+484	+$1.1M	$5.9M
16	Catalyst Capital Advisors LLC added	Shares	+1.3K	+$991.4K	$3.4M
17	Vest Financial, LLC trimmed	Shares	-1.7K	+$958.3K	$9.9M
18	Covea Finance unchanged	Shares	0	+$957.0K	$6.0M
19	YHB Investment Advisors, Inc. trimmed	Shares	-2.3K	+$886.4K	$10.8M
20	Sowell Financial Services LLC added	Shares	+34	+$857.1K	$5.3M
21	TERRIL BROTHERS, INC. unchanged	Shares	0	+$783.2K	$4.9M
22	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.5K	+$770.2K	$1.5M
23	GAMMA Investing LLC added	Shares	+212	+$749.0K	$4.2M
24	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.1K	+$743.9K	$7.1M
25	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+1.5K	+$642.8K	$642.8K
26	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+944	+$549.9K	$1.3M
27	SteelPeak Wealth, LLC added	Shares	+48	+$548.8K	$3.3M
28	Spectrum Planning & Advisory Services Inc. trimmed	Shares	-80	+$534.3K	$3.5M
29	Avior Wealth Management, LLC added	Shares	+573	+$460.5K	$1.6M
30	Apollon Wealth Management, LLC new	Shares	+1.1K	+$450.5K	$450.5K
31	Merit Financial Group, LLC trimmed	Shares	-22	+$402.0K	$2.6M
32	Farther Finance Advisors, LLC added	Shares	+459	+$379.8K	$1.8M
33	Interchange Capital Partners, LLC new	Shares	+877	+$373.1K	$373.1K
34	LEAVELL INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$338.3K	$2.1M
35	Venturi Wealth Management, LLC new	Shares	+789	+$335.7K	$335.7K
36	Blue Trust, Inc. added	Shares	+103	+$313.4K	$1.7M
37	Aaron Wealth Advisors LLC added	Shares	+476	+$300.2K	$818.1K
38	Crossmark Global Holdings, Inc. added	Shares	+30	+$264.5K	$1.6M
39	55 North Private Wealth, LLC new	Shares	+606	+$257.8K	$257.8K
40	Greenline Wealth Management LLC new	Shares	+597	+$253.8K	$253.8K
41	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+393	+$237.8K	$611.8K
42	Abel Hall, LLC new	Shares	+550	+$234.0K	$234.0K
43	PensionDanmark Pensionsforsikringsaktieselskab unchanged	Shares	0	+$231.3K	$1.5M
44	Platform Technology Partners new	Shares	+511	+$217.4K	$217.4K
45	Fifth Third Wealth Advisors LLC added	Shares	+162	+$214.5K	$986.2K
46	Versant Capital Management, Inc added	Shares	+411	+$207.3K	$379.5K
47	Yorktown Management & Research Co Inc unchanged	Shares	0	+$185.7K	$1.2M
48	Wealth Enhancement Trust Services, Inc. trimmed	Shares	-207	+$173.7K	$1.6M
49	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$154.4K	$972.6K
50	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$154.2K	$1.7M

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