WINDWARD CAPITAL MANAGEMENT CO /CA
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,320,620
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 73 | 1,320,620 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
| Q1 2026 | 5/13/2026 | 69 | 1,227,931 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
| Q4 2025 | 1/28/2026 | 73 | 1,262,382 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
| Q3 2025 | 10/30/2025 | 71 | 1,254,033 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
| Q2 2025 | 8/12/2025 | 71 | 1,178,506 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
| Q2 2014 | 7/17/2014 | 72 | 292,546 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
| Q1 2014 | 4/23/2014 | 66 | 275,127 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
| Q4 2013 | 1/22/2014 | 64 | 288,203 | 13F-HR | WINDWARD CAPITAL MANAGEMENT CO /CA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.319 M | 99.9% | 91.1 K | 0 | 91.1 K |
| ETFs | 1.589 K | 0.1% | 1.589 K | 0 | 1.589 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,320,620
Holdings
73
QoQ value change ($000)
92,689
(7.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.