| 2.2M |
| $33.4M |
| +3.2% |
| 4.961% |
| 0.05% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $28.6M | +2.3% | 4.246% | 0.00% |
| 5 | TWO SIGMA INVESTMENTS, LP | 1.8M | $26.5M | +6.2% | 3.936% | 0.02% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $19.8M | +18.5% | 2.944% | 0.00% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 994K | $14.9M | -17.7% | 2.222% | 0.00% |
| 8 | GOLDMAN SACHS GROUP INC | 976K | $14.7M | +83.0% | 2.181% | 0.00% |
| 9 | STATE STREET CORP | 937K | $14.1M | +11.7% | 2.094% | 0.00% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 855K | $12.9M | +134.2% | 1.911% | 0.01% |
| 11 | Qube Research & Technologies Ltd | 815K | $12.3M | — | 1.823% | 0.01% |
| 12 | AMERICAN CENTURY COMPANIES INC | 757K | $11.4M | +71.7% | 1.693% | 0.01% |
| 13 | Trexquant Investment LP | 574K | $8.6M | +45.5% | 1.283% | 0.05% |
| 14 | CITADEL ADVISORS LLC | 570K | $8.6M | +20.8% | 1.275% | 0.00% |
| 15 | Allianz Asset Management GmbH | 504K | $7.6M | +13.1% | 1.126% | 0.00% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 502K | $7.6M | +3.9% | 1.123% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 470K | $7.1M | +9.8% | 1.052% | 0.00% |
| 18 | NORTHERN TRUST CORP | 427K | $6.4M | +21.5% | 0.955% | 0.00% |
| 19 | Bank of New York Mellon Corp | 427K | $6.4M | +2.2% | 0.955% | 0.00% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 367K | $5.5M | -35.4% | 0.820% | 0.00% |
| 21 | MORGAN STANLEY | 340K | $5.1M | +12.0% | 0.760% | 0.00% |
| 22 | Point72 Asset Management, L.P. | 325K | $4.9M | +137.2% | 0.726% | 0.01% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 294K | $4.4M | +2.3% | 0.658% | 0.00% |
| 24 | MARSHALL WACE, LLP | 235K | $3.5M | +2.3% | 0.525% | 0.00% |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | 192K | $2.9M | +289.0% | 0.429% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SWBI — a direct measure of their conviction.
| 64.41% |
| +9.97 pp |
| $456M |
| +85% |
| Q4 2024 | 182 | 1.6% | 54.44% | 5.12 pp | $247M | 28% |
| Q3 2024 | 185 | — | 59.56% | — | $341M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
35 institutions opened new positions in SWBI during Q2 2026, while 28 fully exited. 119 added to existing positions and 38 trimmed.
SWBI institutional ownership rose by 7.84 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 60.8% of all reported 13F value in SWBI, and the top 25 account for 84.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Smith & Wesson Brands, Inc. (SWBI) Institutional Ownership