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HomeStocksSWBIInstitutional Holders

SWBI logoSmith & Wesson Brands, Inc. (SWBI) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+7.84 pp), though top 10 holders maintain a highly concentrated 60.8% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
67.1%$438M total value · ▲ +7.84 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
79 / 100
Bullish
Institutions & Flow199 holders+7 net flow (+35 / -28)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+7)
  • Marquee funds including Renaissance Technologies Llc and Two Sigma Investments, Lp maintain significant positions
  • Top 10 holders control 60.8% of institutional value
  • No Insider Signal

Top Institutional Holders of SWBI

Ranked by reported Q2 2026 13F market value

Top 10 Holders
60.8%
Top 25 Holders
84.1%

Share of total reported institutional value in SWBI held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.4.1M$61.5M+4.0%9.150%0.00%
2DIMENSIONAL FUND ADVISORS LP2.7M$40.3M+2.4%5.989%0.01%
3RENAISSANCE TECHNOLOGIES LLC2.2M$33.4M+3.2%4.961%0.05%
4VANGUARD CAPITAL MANAGEMENT LLC1.9M$28.6M+2.3%4.246%0.00%
5TWO SIGMA INVESTMENTS, LP1.8M$26.5M+6.2%3.936%0.02%
6GEODE CAPITAL MANAGEMENT, LLC1.3M$19.8M+18.5%2.944%0.00%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC994K$14.9M-17.7%2.222%0.00%
8GOLDMAN SACHS GROUP INC976K$14.7M+83.0%2.181%0.00%
9STATE STREET CORP937K$14.1M+11.7%2.094%0.00%
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP855K$12.9M+134.2%1.911%0.01%
11Qube Research & Technologies Ltd815K$12.3M—1.823%0.01%
12AMERICAN CENTURY COMPANIES INC757K$11.4M+71.7%1.693%0.01%
13Trexquant Investment LP574K$8.6M+45.5%1.283%0.05%
14CITADEL ADVISORS LLC570K$8.6M+20.8%1.275%0.00%
15Allianz Asset Management GmbH504K$7.6M+13.1%1.126%0.00%
16AQR CAPITAL MANAGEMENT LLC502K$7.6M+3.9%1.123%0.00%
17VANGUARD PORTFOLIO MANAGEMENT LLC470K$7.1M+9.8%1.052%0.00%
18NORTHERN TRUST CORP427K$6.4M+21.5%0.955%0.00%
19Bank of New York Mellon Corp427K$6.4M+2.2%0.955%0.00%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP367K$5.5M-35.4%0.820%0.00%
21MORGAN STANLEY340K$5.1M+12.0%0.760%0.00%
22Point72 Asset Management, L.P.325K$4.9M+137.2%0.726%0.01%
23VANGUARD FIDUCIARY TRUST CO294K$4.4M+2.3%0.658%0.00%
24MARSHALL WACE, LLP235K$3.5M+2.3%0.525%0.00%
25LOS ANGELES CAPITAL MANAGEMENT LLC192K$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.

Quarterly Institutional Activity

Filings activity in SWBI during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers35Added To119Trimmed38Exited28
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$14.9M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.5M
  • JANE STREET GROUP, LLC$2.9M
  • UBS Group AG$2.4M
  • TUDOR INVESTMENT CORP ET AL$1.9M
  • Invesco Ltd.$1.7M
  • Aviance Capital Partners, LLC$1.7M
  • FRANKLIN RESOURCES INC$1.2M
  • OSAIC HOLDINGS, INC.$934K
  • BANK OF AMERICA CORP /DE/$746K
  • WELLS FARGO & COMPANY/MN$728K
  • Centiva Capital, LP$718K

SWBI Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026199+4.7%67.07%+7.84 pp$438M+19%
Q1 2026190+14%59.23%+28.49 pp$368M+59%
Q4 2025167+3.1%30.74%1.43 pp$231M3.1%
Q3 20251625.8%32.17%0.09 pp$238M+14%
Q2 20251720.6%32.26%32.15 pp$209M54%
Q1 20251734.9%64.41%+9.97 pp$456M+85%
Q4 20241821.6%54.44%5.12 pp$247M28%
Q3 2024185—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.

SWBI — Frequently Asked Questions

Quick answers to the most common questions about buying SWBI stock.

What percentage of SWBI is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Smith & Wesson Brands, Inc. stands at 67.1%, held across 199 reporting institutions.

Who is the largest institutional holder of SWBI?

BlackRock, Inc. is the largest reported institutional holder of SWBI, with approximately 4,092,378 shares worth $0.06B as of Q2 2026.

Is SWBI a hedge fund favorite?

Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of SWBI, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P..

What is SWBI's Smart Money Score?

Our composite Smart Money Score for SWBI is 79 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought SWBI this quarter?

35 institutions opened new positions in SWBI during Q2 2026, while 28 fully exited. 119 added to existing positions and 38 trimmed.

How is institutional ownership of SWBI changing?

SWBI institutional ownership rose by 7.84 percentage points quarter-over-quarter, with a net change of +9 holders.

How concentrated is SWBI ownership among the top holders?

The top 10 institutions account for 60.8% of all reported 13F value in SWBI, and the top 25 account for 84.1%.

Where does this SWBI institutional ownership data come from?

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.

SWBISmith & Wesson Brands, Inc.
$14.47$647M
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