Who owns Smith & Wesson Brands (SWBI)
Which tracked institutional funds hold SWBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWBI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened SWBI while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SWBI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SWBI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SWBI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 185 tracked filers holding SWBI, 104 increased or opened the position and 89 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SWBI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Qube Research & Technologies Ltd$12M
- Man Group plc$2M
- Y-Intercept (Hong Kong) Ltd$2M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- PRUDENTIAL FINANCIAL INC$1M
- MACKENZIE FINANCIAL CORP$795K
Full exits 7
- JANE STREET GROUP, LLC$8M
- HRT FINANCIAL LP$5M
- Jump Financial, LLC$1M
- Schonfeld Strategic Advisors LLC$1M
- Lesa Sroufe & Co$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8M
- GOLDMAN SACHS GROUP INC$7M
- BlackRock, Inc.$5M
- AMERICAN CENTURY COMPANIES INC$5M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- Trexquant Investment LP$3M
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- MILLENNIUM MANAGEMENT LLC$888K
- WELLS FARGO & COMPANY/MN$833K
- UBS Group AG$554K
- TUDOR INVESTMENT CORP ET AL$449K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,092,378 | $62M | 13.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,678,761 | $40M | 8.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,218,774 | $33M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,899,225 | $29M | 6.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,760,476 | $26M | 5.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,316,636 | $20M | 4.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 993,640 | $15M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 975,573 | $15M | 3.1% | 2026-Q2 |
| STATE STREET CORP added | 936,604 | $14M | 3.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 854,960 | $13M | 2.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 815,138 | $12M | 2.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 757,344 | $11M | 2.4% | 2026-Q2 |
| Trexquant Investment LP added | 573,648 | $9M | 1.8% | 2026-Q2 |
| Allianz Asset Management GmbH added | 503,668 | $8M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 502,253 | $8M | 1.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 470,442 | $7M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 427,314 | $6M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 427,046 | $6M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 340,100 | $5M | 1.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 324,653 | $5M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 294,139 | $4M | 0.9% | 2026-Q2 |
| MARSHALL WACE, LLP added | 235,008 | $4M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 213,686 | $3M | 0.7% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 191,850 | $3M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 168,908 | $3M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 166,534 | $3M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 160,293 | $2M | 0.5% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 151,791 | $2M | 0.5% | 2026-Q2 |
| Man Group plc new | 151,473 | $2M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 150,685 | $2M | 0.5% | 2026-Q2 |
| PDT Partners, LLC added | 131,689 | $2M | 0.4% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 129,418 | $2M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 125,744 | $2M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 125,673 | $2M | 0.4% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 121,773 | $2M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 113,347 | $2M | 0.4% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 110,055 | $2M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 103,191 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 93,477 | $1M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC new | 94,829 | $1M | 0.3% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 91,344 | $1M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 80,236 | $1M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 78,870 | $1M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 62,441 | $939K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 62,068 | $934K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 56,354 | $848K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 54,924 | $833K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 54,080 | $813K | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 52,833 | $795K | 0.2% | 2026-Q2 |
| KEYNOTE FINANCIAL SERVICES LLC trimmed | 51,854 | $780K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 49,604 | $746K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 48,381 | $728K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 48,274 | $726K | 0.2% | 2026-Q2 |
| Centiva Capital, LP trimmed | 47,759 | $718K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 44,902 | $675K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 44,440 | $668K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. added | 42,855 | $645K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 42,535 | $640K | 0.1% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO trimmed | 38,769 | $607K | 0.1% | 2026-Q2 |
| Creative Planning added | 39,420 | $593K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 38,890 | $585K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 36,647 | $552K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance added | 35,877 | $540K | 0.1% | 2026-Q2 |
| Odyssean, LLC new | 35,096 | $528K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 34,626 | $521K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 36,335 | $521K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 33,982 | $511K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 32,058 | $482K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 29,420 | $442K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 29,235 | $440K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 29,225 | $440K | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 28,918 | $435K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 27,664 | $416K | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 25,281 | $380K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 22,767 | $342K | 0.1% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC trimmed | 22,326 | $336K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 21,973 | $330K | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC trimmed | 2,549,218 | $25M | 5.3% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 523,644 | $8M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA ADVISERS, LP trimmed | 734,300 | $7M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP added | 351,680 | $5M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Punch Card Management L.P. trimmed | 189,933 | $2M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Jump Financial, LLC added | 97,497 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Schonfeld Strategic Advisors LLC new | 87,709 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Lesa Sroufe & Co added | 83,567 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 79,399 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Brandywine Global Investment Management, LLC new | 84,090 | $830K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| ExodusPoint Capital Management, LP added | 80,411 | $790K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Swiss National Bank | 85,250 | $740K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 76,881 | $667K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 41,729 | $648K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| OPPENHEIMER & CO INC new | 61,200 | $602K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Weiss Asset Management LP new | 57,834 | $571K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GSA CAPITAL PARTNERS LLP added | 59,537 | $517K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Ancora Advisors LLC trimmed | 48,493 | $479K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SG Americas Securities, LLC added | 29,776 | $427K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| IEQ CAPITAL, LLC added | 28,606 | $410K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Headlands Technologies LLC added | 28,216 | $404K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 26,162 | $375K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Unison Advisors LLC added | 35,409 | $353K | 0.1% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.