HWMNYSERolling Drawing & Extruding of Nonferrous MetalsFiscal year ends December 31
Howmet Aerospace Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$220.03−0.93 (-0.42%)
Close on Oct 19, 2026
- Market cap
- $88.45B
- P/E (TTM)
- 47.4
- Dividend yield
- 0.20%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.4%
365M of 399M shares
Institutional holders
1,602
231 new, 84 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $22.92M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 35,689,575 | 8.90% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 29,982,753 | 7.47% | 13G (passive) | Mar 31, 2026 |
| JPMorgan Chase & Co | 20,775,218 | 5.10% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HWM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 45,819,158 | 11.49% | $12.32B | −2,144,218 | 0.18% |
| Vanguard Capital Management LLC | 26,136,434 | 6.55% | $7.03B | +79,684 | 0.15% |
| State Street Corp | 18,933,928 | 4.75% | $5.09B | +612,866 | 0.15% |
| JPMorgan Chase & Co | 18,561,518 | 4.65% | $4.99B | −2,426,263 | 0.28% |
| Vanguard Portfolio Management LLC | 18,548,273 | 4.65% | $4.99B | +12,985 | 0.22% |
| FMR LLC | 15,412,294 | 3.86% | $4.14B | −363,843 | 0.18% |
| Price T Rowe Associates Inc /Md/ | 13,504,420 | 3.39% | $3.63M | −1,924,569 | 0.36% |
| Bank Of America Corp /De/ | 10,290,881 | 2.58% | $2.77B | −437,566 | 0.18% |
| Geode Capital Management, LLC | 9,509,195 | 2.38% | $2.56B | −2,071,706 | 0.14% |
| Norges Bank | 7,895,313 | 1.98% | $2.12B | New | 0.21% |
| Jupiter Topco LLC | 7,680,827 | 1.93% | $2.07B | New | 0.84% |
| Invesco Ltd. | 6,851,793 | 1.72% | $1.84B | −576,154 | 0.15% |
| Morgan Stanley | 6,100,788 | 1.53% | $1.64B | +169,263 | 0.09% |
| Kensico Capital Management Corp | 5,083,600 | 1.27% | $1.37B | – | 23.44% |
| Nuveen, LLC | 5,040,049 | 1.26% | $1.36B | −42,667 | 0.32% |
| Massachusetts Financial Services Co /Ma/ | 4,971,798 | 1.25% | $1.36B | −2,652,902 | 0.43% |
| Bank of New York Mellon Corp | 4,090,475 | 1.03% | $1.10B | +85,153 | 0.18% |
| Northern Trust Corp | 3,741,760 | 0.94% | $1.01B | +25,784 | 0.12% |
| Goldman Sachs Group Inc | 3,539,035 | 0.89% | $951.51M | +223,473 | 0.08% |
| American Century Companies Inc | 3,285,142 | 0.82% | $883.24M | −313,928 | 0.39% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,602 | 365M | 91.4% | 231 / 676 | 490 / 84 | 37M | 26M |
| Q1 2026 | 1,474 | 362M | 90.7% | 211 / 608 | 460 / 88 | 72M | 31M |
| Q4 2025 | 1,367 | 372M | 93.2% | 218 / 538 | 419 / 78 | 29M | 53M |
| Q3 2025 | 1,256 | 396M | 99.3% | 155 / 493 | 420 / 108 | 40M | 28M |
| Q2 2025 | 1,227 | 385M | 96.4% | 252 / 448 | 394 / 77 | 30M | 24M |
| Q1 2025 | 1,062 | 379M | 95.0% | 178 / 424 | 321 / 92 | 29M | 21M |
| Q4 2024 | 995 | 373M | 93.6% | 199 / 365 | 301 / 55 | 22M | 34M |
| Q3 2024 | 860 | 386M | 96.9% | 146 / 336 | 267 / 76 | 63M | 23M |
| Q2 2024 | 798 | 389M | 97.6% | 159 / 281 | 253 / 55 | 32M | 44M |
| Q1 2024 | 700 | 401M | 100.0% | 115 / 216 | 257 / 69 | 44M | 33M |
| Q4 2023 | 662 | 391M | 98.0% | 115 / 209 | 238 / 54 | 42M | 22M |
| Q3 2023 | 610 | 371M | 93.1% | 65 / 241 | 195 / 54 | 28M | 32M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HWM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,701,270 | 3.18% | $3.41B | 0.15% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 10,368,307 | 2.60% | $2.79B | 0.17% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,669,539 | 2.17% | $2.33B | 1.04% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 5,504,180 | 1.38% | $1.48B | 0.17% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 5,130,838 | 1.29% | $1.33B | 0.16% | May 31, 2026 |
| Vanguard Growth Index Fund | 4,395,954 | 1.10% | $1.18B | 0.31% | Jun 30, 2026 |
| Janus Henderson Forty Fund | 3,169,674 | 0.79% | $852.20M | 3.58% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 3,065,290 | 0.77% | $824.13M | 2.37% | Jun 30, 2026 |
| JPMorgan Equity Premium Income ETF | 2,800,317 | 0.70% | $752.89M | 1.68% | Jun 30, 2026 |
| iShares U.S. Aerospace & Defense ETF | 2,416,042 | 0.61% | $649.58M | 4.50% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 2,358,414 | 0.59% | $634.08M | 1.87% | Jun 30, 2026 |
| AMCAP Fund | 2,271,452 | 0.57% | $586.60M | 0.60% | May 31, 2026 |
| College Retirement Equities Fund - Growth Account | 2,228,647 | 0.56% | $599.19M | 1.38% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 2,172,070 | 0.54% | $583.98M | 0.17% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 2,108,266 | 0.53% | $544.46M | 3.95% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Neil Edward Marchuk | EVP, CAO | 65,115 | 0.02% | May 12, 2026 |
| Jonathan A. Arena | EVP, CL&CO and Secretary | 3,544 | 0.00% | Apr 17, 2026 |
| Barbara Lou Shultz | Vice President and Controller | 23,874 | 0.01% | Feb 27, 2026 |
| Michael Niem Chanatry | Vice President | 168,502 | 0.04% | Feb 18, 2026 |
| John C. Plant | Executive Chairman & CEO | 3,259,097 | 0.82% | Feb 18, 2026 |
| Patrick Winterlich | EVP, CFO | 3,168 | 0.00% | Feb 18, 2026 |
| Lola Felice Lin | EVP, CL&CO and Secretary | 63,150 | 0.02% | Aug 6, 2025 |
| Ken Giacobbe | EVP and CFO | 183,254 | 0.05% | May 9, 2025 |
| Joseph S. Cantie | Director | 44,082 | 0.01% | Jul 6, 2026 |
| Ulrich Schmidt | Director | 58,561 | 0.01% | May 26, 2026 |
| Jody Miller | Director | 30,605 | 0.01% | May 26, 2026 |
| Gunner Smith | Director | 5,844 | 0.00% | May 26, 2026 |
| Sharon R. Barner | Director | 16,582 | 0.00% | May 26, 2026 |
| James F. Albaugh | Director | 59,442 | 0.01% | May 26, 2026 |
| Robert F. Leduc | Director | 35,824 | 0.01% | May 26, 2026 |
| Amy E. Alving | Director | 57,820 | 0.01% | May 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph S. Cantie Director | Jul 2, 2026 | Award | +134 | $270.41 | $36.23K | 44,082 |
| Ulrich Schmidt Director | May 21, 2026 | Award | +731 | – | – | 53,228 |
| Joseph S. Cantie Director | May 21, 2026 | Award | +731 | – | – | 43,948 |
| Gunner Smith Director | May 21, 2026 | Award | +731 | – | – | 5,844 |
| Amy E. Alving Director | May 21, 2026 | Award | +731 | – | – | 57,820 |
| Jody Miller Director | May 21, 2026 | Award | +731 | – | – | 30,605 |
| Sharon R. Barner Director | May 21, 2026 | Award | +731 | – | – | 16,582 |
| Robert F. Leduc Director | May 21, 2026 | Award | +731 | – | – | 35,824 |
| James F. Albaugh Director | May 21, 2026 | Award | +731 | – | – | 59,442 |
| Neil Edward Marchuk EVP, CAO | May 11, 2026 | Sale | −41,932 | $269.50 | $11.30M | 65,105 |
| Jonathan A. Arena EVP, CL&CO and Secretary | Apr 15, 2026 | Award | +3,544 | – | – | 3,544 |
| Joseph S. Cantie Director | Apr 2, 2026 | Award | +155 | $232.68 | $36.07K | 43,217 |
| Barbara Lou Shultz Vice President and Controller | Feb 26, 2026 | Sale | −1,000 | $260.01 | $260.01K | 23,874 |
| Neil Edward Marchuk EVP, CAO | Feb 18, 2026 | Sale | −45,150 | $251.70 | $11.36M | 107,008 |
| Michael Niem Chanatry Vice President | Feb 17, 2026 | Award | +2,693 | – | – | 168,502 |
| Barbara Lou Shultz Vice President and Controller | Feb 17, 2026 | Award | +446 | – | – | 24,874 |
| John C. Plant Executive Chairman & CEO | Feb 17, 2026 | Award | +22,333 | – | – | 2,471,367 |
| Patrick Winterlich EVP, CFO | Feb 17, 2026 | Award | +3,168 | – | – | 3,168 |
| Neil Edward Marchuk EVP, CAO | Feb 17, 2026 | Award | +3,881 | – | – | 152,158 |
| Michael Niem Chanatry Vice President | Feb 16, 2026 | Tax withholding | −9,579 | $250.21 | $2.40M | 165,809 |
| Barbara Lou Shultz Vice President and Controller | Feb 16, 2026 | Tax withholding | −2,692 | $250.21 | $673.57K | 24,428 |
| Neil Edward Marchuk EVP, CAO | Feb 16, 2026 | Tax withholding | −28,651 | $250.21 | $7.17M | 148,277 |
| Michael Niem Chanatry Vice President | Feb 15, 2026 | Tax withholding | −10,741 | $250.21 | $2.69M | 175,388 |
| Barbara Lou Shultz Vice President and Controller | Feb 3, 2026 | Award | +4,076 | – | – | 27,120 |
| Neil Edward Marchuk EVP, CAO | Feb 3, 2026 | Award | +50,292 | – | – | 176,928 |
| Michael Niem Chanatry Vice President | Feb 3, 2026 | Award | +16,764 | – | – | 186,129 |
| Robert F. Leduc Director | Jan 5, 2026 | Award | +28 | $212.92 | $5.96K | 35,093 |
| Jody Miller Director | Jan 5, 2026 | Award | +158 | $212.92 | $33.64K | 29,874 |
| Joseph S. Cantie Director | Jan 5, 2026 | Award | +158 | $212.92 | $33.64K | 43,062 |
| Neil Edward Marchuk EVP, CAO | Dec 31, 2025 | Tax withholding | −5,255 | $205.02 | $1.08M | 126,636 |
| Joseph S. Cantie Director | Oct 2, 2025 | Award | +176 | $191.08 | $33.63K | 42,904 |
| Jody Miller Director | Oct 2, 2025 | Award | +176 | $191.08 | $33.63K | 29,716 |
| Robert F. Leduc Director | Oct 2, 2025 | Award | +31 | $191.08 | $5.92K | 35,065 |
| Lola Felice Lin EVP, CL&CO and Secretary | Aug 5, 2025 | Sale | −13,102 | $180.51 | $2.37M | 63,150 |
| Joseph S. Cantie Director | Jul 2, 2025 | Award | +191 | $175.95 | $33.61K | 42,728 |
| Jody Miller Director | Jul 2, 2025 | Award | +191 | $175.95 | $33.61K | 29,540 |
| Robert F. Leduc Director | Jul 2, 2025 | Award | +34 | $175.95 | $5.98K | 35,034 |
| John C. Plant Executive Chairman & CEO, Director | Jul 1, 2025 | Award | +255,363 | – | – | 2,449,034 |
| Amy E. Alving Director | May 30, 2025 | Award | +1,030 | – | – | 57,089 |
| Jody Miller Director | May 30, 2025 | Award | +1,030 | – | – | 29,349 |
| James F. Albaugh Director | May 30, 2025 | Award | +1,030 | – | – | 58,711 |
| Sharon R. Barner Director | May 30, 2025 | Award | +1,030 | – | – | 15,851 |
| Gunner Smith Director | May 30, 2025 | Award | +1,030 | – | – | 5,113 |
| Ulrich Schmidt Director | May 30, 2025 | Award | +1,030 | – | – | 52,497 |
| Joseph S. Cantie Director | May 30, 2025 | Award | +1,030 | – | – | 42,537 |
| Robert F. Leduc Director | May 30, 2025 | Award | +1,030 | – | – | 35,045 |
| Neil Edward Marchuk EVP, HR | May 12, 2025 | Sale | −30,000 | $158.53 | $4.76M | 131,859 |
| John C. Plant Executive Chairman & CEO, Director | May 12, 2025 | Sale | −650,000 | $156.96 | $102.02M | 551,186 |
| John C. Plant Executive Chairman & CEO, Director | May 12, 2025 | Sale | −150,000 | $156.96 | $23.54M | 236,544 |
| Ken Giacobbe EVP and CFO | May 5, 2025 | Tax withholding | −30,473 | $154.34 | $4.70M | 182,285 |
| Barbara Lou Shultz Vice President and Controller | May 5, 2025 | Sale | −1,250 | $155.17 | $193.96K | 23,044 |
| Barbara Lou Shultz Vice President and Controller | May 5, 2025 | Tax withholding | −2,236 | $154.34 | $345.10K | 24,294 |
| Neil Edward Marchuk EVP, HR | May 5, 2025 | Tax withholding | −32,273 | $154.34 | $4.98M | 161,859 |
| Michael Niem Chanatry Vice President | May 5, 2025 | Tax withholding | −10,291 | $154.34 | $1.59M | 169,365 |
| Lola Felice Lin EVP, CL&CO and Secretary | May 5, 2025 | Tax withholding | −20,884 | $154.34 | $3.22M | 76,252 |
| Ken Giacobbe EVP and CFO | May 5, 2025 | Tax withholding | −43,679 | $154.34 | $6.74M | 169,079 |
| Robert F. Leduc Director | Apr 2, 2025 | Award | +44 | $133.90 | $5.89K | 33,970 |
| Robert F. Leduc Director | Apr 2, 2025 | Award | +89 | $133.90 | $11.92K | 34,015 |
| Joseph S. Cantie Director | Apr 2, 2025 | Award | +252 | $133.90 | $33.74K | 41,507 |
| Jody Miller Director | Apr 2, 2025 | Award | +252 | $133.90 | $33.74K | 28,319 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Neil Edward Marchuk Officer | May 11, 2026 | 41,932 | $11.30M | May 11, 2026 | Vesting of restricted stock unit award |
| Barbara Lou Shultz Officer | Feb 26, 2026 | 1,000 | $260.01K | Feb 26, 2026 | Vesting of performance share units |
| Ken Giacobbe Officer | Feb 18, 2026 | 37,471 | $9.46M | Feb 18, 2026 | Vesting of performance share award |
| Neil Edward Marchuk Officer | Feb 18, 2026 | 45,150 | $11.36M | Feb 18, 2026 | Vesting of restricted stock unit award |
| Ken Giacobbe Officer | Feb 17, 2026 | 108,987 | $27.40M | Feb 17, 2026 | Vesting of performance share award |
| Lola Felice Lin Officer | Aug 5, 2025 | 13,102 | $2.37M | Aug 5, 2025 | Vesting of restricted stock unit award |
| Plant John Executive Chairman and CEO | May 12, 2025 | 800,000 | $125.93M | May 12, 2025 | Compensation |
| Neil Edward Marchuk Officer | May 12, 2025 | 30,000 | $4.76M | May 12, 2025 | Vesting of restricted stock unit award |
| Barbara Lou Shultz Officer | May 5, 2025 | 1,250 | $193.96K | May 5, 2025 | Vesting of restricted stock unit award |
| Lola Felice Lin Officer | Feb 18, 2025 | 6,620 | $902.89K | Feb 18, 2025 | Vesting of restricted stock unit award |
| Neil Edward Marchuk Officer | Aug 23, 2024 | 70,637 | $6.85M | Aug 23, 2024 | Vesting of restricted stock unit award |
| Ken Giacobbe Officer | Aug 22, 2024 | 154,909 | $14.96M | Aug 22, 2024 | Vesting of performance share unit award |
| Neil Edward Marchuk Officer | Jun 3, 2024 | 32,614 | $2.75M | Jun 3, 2024 | Vesting of performance share unit award |
| Neil Edward Marchuk Officer | Mar 4, 2024 | 45,000 | $3.03M | Mar 4, 2024 | Vesting of performance share unit award |
| Investment Management L.P. (1) Elliott Shareholder | Aug 16, 2023 | 1,871,492 | $91.27M | Aug 16, 2023 | Open Market Purchases |