Who owns Smith & Wesson Brands, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on SWBI is one-sided between 2025-Q4 and 2026-Q1: 49 added or opened and 9 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 189 tracked filers holding SWBI, 121 increased or opened the position and 63 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 2025-Q4 and 2026-Q1 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 13
- VANGUARD CAPITAL MANAGEMENT LLC$27M
- VANGUARD PORTFOLIO MANAGEMENT LLC$6M
- HRT FINANCIAL LP$5M
- VANGUARD FIDUCIARY TRUST CO$4M
- TUDOR INVESTMENT CORP ET AL$2M
- Point72 Asset Management, L.P.$2M
Full exits 4
- VANGUARD GROUP INC$25M
- TWO SIGMA ADVISERS, LP$7M
- Brandywine Global Investment Management, LLC$830K
- Weiss Asset Management LP$571K
Largest adds
- BlackRock, Inc.$18M
- TWO SIGMA INVESTMENTS, LP$15M
- DIMENSIONAL FUND ADVISORS LP$13M
- RENAISSANCE TECHNOLOGIES LLC$9M
- JANE STREET GROUP, LLC$6M
- GEODE CAPITAL MANAGEMENT, LLC$5M
Largest trims
- MILLENNIUM MANAGEMENT LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$570K
- BARCLAYS PLC$499K
- BALYASNY ASSET MANAGEMENT L.P.$468K
- Brevan Howard Capital Management LP$283K
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 | 3,934,224 | $56M | 14.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,616,319 | $37M | 9.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 2,150,074 | $31M | 7.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,856,880 | $27M | 6.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,657,966 | $24M | 6.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,207,794 | $17M | 4.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,111,244 | $16M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 838,373 | $12M | 3.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 533,161 | $8M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 523,644 | $8M | 1.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 480,045 | $7M | 1.7% | 2026-Q1 |
| Allianz Asset Management GmbH added | 445,495 | $6M | 1.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 441,109 | $6M | 1.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 428,595 | $6M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 417,808 | $6M | 1.5% | 2026-Q1 |
| Trexquant Investment LP added | 394,146 | $6M | 1.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 364,994 | $5M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 351,761 | $5M | 1.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 351,680 | $5M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 303,706 | $4M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 287,414 | $4M | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 228,388 | $3M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 212,820 | $3M | 0.8% | 2026-Q1 |
| UBS Group AG added | 206,868 | $3M | 0.7% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 163,259 | $2M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 141,782 | $2M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 137,833 | $2M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 136,844 | $2M | 0.5% | 2026-Q1 |
| Aviance Capital Partners, LLC trimmed | 120,657 | $2M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 119,668 | $2M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 116,105 | $2M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 108,877 | $2M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 108,625 | $2M | 0.4% | 2026-Q1 |
| Jump Financial, LLC added | 97,497 | $1M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 95,398 | $1M | 0.3% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 91,344 | $1M | 0.3% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 87,709 | $1M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 84,852 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 83,751 | $1M | 0.3% | 2026-Q1 |
| Lesa Sroufe & Co added | 83,567 | $1M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 79,399 | $1M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 65,242 | $935K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 64,763 | $932K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 64,781 | $928K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 62,532 | $896K | 0.2% | 2026-Q1 |
| PDT Partners, LLC added | 60,743 | $870K | 0.2% | 2026-Q1 |
| KEYNOTE FINANCIAL SERVICES LLC | 58,825 | $843K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 56,639 | $812K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 54,558 | $782K | 0.2% | 2026-Q1 |
| Centiva Capital, LP added | 52,619 | $754K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 52,076 | $746K | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 49,320 | $707K | 0.2% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 41,729 | $648K | 0.2% | 2026-Q1 |
| OXFORD ASSET MANAGEMENT LLP added | 43,695 | $626K | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 42,530 | $609K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 41,237 | $591K | 0.1% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO trimmed | 39,169 | $580K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 38,849 | $557K | 0.1% | 2026-Q1 |
| Creative Planning added | 38,365 | $550K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 35,397 | $507K | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 34,678 | $497K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 34,079 | $488K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 33,845 | $485K | 0.1% | 2026-Q1 |
| State of Wyoming added | 32,658 | $468K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 31,858 | $457K | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 29,776 | $427K | 0.1% | 2026-Q1 |
| REGIONS FINANCIAL CORP | 28,918 | $414K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 28,606 | $410K | 0.1% | 2026-Q1 |
| Headlands Technologies LLC added | 28,216 | $404K | 0.1% | 2026-Q1 |
| FOX RUN MANAGEMENT, L.L.C. added | 27,066 | $389K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 26,162 | $375K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 25,858 | $371K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 36,335 | $359K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 24,705 | $354K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 24,689 | $354K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 23,861 | $342K | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 23,280 | $334K | 0.1% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd added | 22,541 | $323K | 0.1% | 2026-Q1 |
| FIDELIS CAPITAL PARTNERS, LLC trimmed | 22,376 | $321K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 22,252 | $319K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 22,097 | $317K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 21,882 | $314K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 21,154 | $303K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,549,218 | $25M | 6.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 734,300 | $7M | 1.8% | 2025-Q4 stale |
| Punch Card Management L.P. trimmed | 189,933 | $2M | 0.4% | 2025-Q2 stale |
| LSV ASSET MANAGEMENT trimmed | 153,900 | $1M | 0.4% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC added | 84,090 | $830K | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 80,411 | $790K | 0.2% | 2025-Q3 stale |
| Swiss National Bank | 85,250 | $740K | 0.2% | 2025-Q2 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 76,881 | $667K | 0.2% | 2025-Q2 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 69,397 | $647K | 0.2% | 2025-Q1 stale |
| Financial Harvest, LLC new | 3,312 | $617K | 0.2% | 2025-Q1 stale |
| OPPENHEIMER & CO INC new | 61,200 | $602K | 0.2% | 2025-Q3 stale |
| Weiss Asset Management LP new | 57,834 | $571K | 0.1% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 59,537 | $517K | 0.1% | 2025-Q2 stale |
| Ancora Advisors LLC trimmed | 48,493 | $479K | 0.1% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 44,613 | $387K | 0.1% | 2025-Q2 stale |
| Private Advisor Group, LLC added | 39,234 | $366K | 0.1% | 2025-Q1 stale |
| Unison Advisors LLC added | 35,409 | $353K | 0.1% | 2025-Q3 stale |
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.