Smith & Wesson Brands Ownership | Who Owns Smith & Wesson Brands?
Smith & Wesson Brands Ownership Summary
Smith & Wesson Brands is owned by 39.97% institutional investors, 2.10% insiders, and 57.93% retail investors. Blackrock is the largest institutional shareholder, holding 9.23% of SWBI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.26% of its assets in Smith & Wesson Brands shares.
SWBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Smith & Wesson Brands | 39.97% | 2.10% | 57.93% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
| Industry | Defense Stocks | 48.36% | 10.81% | 40.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.20M | 9.23% | $60.29M |
| Blackrock funding, inc. /de | 3.93M | 8.86% | $38.81M |
| Vanguard group | 2.55M | 5.74% | $25.16M |
| Dimensional fund advisors lp | 2.47M | 5.57% | $24.41M |
| Renaissance | 2.20M | 4.95% | $21.68M |
| Charles schwab investment management | 1.31M | 2.95% | $12.94B |
| Geode capital management | 1.08M | 2.42% | $10.62M |
| State street | 851.70K | 1.92% | $8.48M |
| Two sigma advisers, lp | 832.10K | 1.88% | $8.18M |
| Two sigma investments, lp | 753.96K | 1.70% | $7.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lesa sroufe | 75.22K | 0.55% | $742.00K |
| Summerhaven investment management | 98.18K | 0.55% | $969.03K |
| Aviance capital partners | 129.66K | 0.15% | $1.28M |
| Roman butler fullerton | 39.95K | 0.11% | $421.03K |
| Caitong asset management | 3.02K | 0.08% | $29.83K |
| Nverses capital | 9.10K | 0.08% | $130.49K |
| Counterpoint mutual funds | 32.72K | 0.04% | $330.63K |
| Renaissance | 2.20M | 0.03% | $21.68M |
| Fidelis capital partners | 46.39K | 0.03% | $457.87K |
| Fox run management | 20.31K | 0.03% | $200.44K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma advisers, lp | 832.10K | 0.02% | 499.40K |
| Two sigma investments, lp | 753.96K | 0.01% | 470.60K |
| Charles schwab investment management | 1.31M | 0.00% | 265.37K |
| Marshall wace, llp | 202.19K | 0.00% | 202.19K |
| Jane street group | 187.21K | 0.00% | 187.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 117.24K | 0.00% | -545.10K |
| American century companies | 457.68K | 0.00% | -209.99K |
| Punch card management | - | - | -189.93K |
| Goldman sachs group | 307.37K | 0.00% | -170.56K |
| Lsv asset management | - | - | -153.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 202.19K | 0.00% | 202.19K | $1.99M |
| Brandywine global investment management | 84.09K | 0.01% | 84.09K | $829.97K |
| Counterpoint mutual funds | 32.72K | 0.04% | 32.72K | $330.63K |
| Petrus trust company, lta | 22.17K | 0.02% | 22.17K | $217.90K |
| Fox run management | 20.31K | 0.03% | 20.31K | $200.44K |
Sold Out
| Holder | Change |
|---|---|
| American capital advisory | -2.00 |
| National bank of canada /fi/ | -3.00 |
| Pittenger & anderson | -5.00 |
| Assetmark | -6.00 |
| Massmutual trust co fsb/adv | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 122 | -30.68% | 17,743,893 | -23.17% | 39 | 1.47% | 45 | -46.43% | 49 | -18.33% |
| Sep 30, 2025 | 163 | -6.86% | 22,812,955 | 3.31% | 51 | 2.05% | 76 | -15.56% | 57 | 18.75% |
| Jun 30, 2025 | 182 | -2.67% | 23,573,971 | -0.92% | 53 | 1.83% | 91 | 3.41% | 52 | 4.00% |
| Mar 31, 2025 | 4 | -97.93% | 37,098 | -99.85% | - | 0.00% | 1 | -98.97% | 1 | -98.04% |
| Dec 31, 2024 | 87 | -56.50% | 10,215,428 | -61.75% | 22 | 0.66% | 41 | -57.73% | 23 | -53.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.44M | 3.26% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.31M | 2.94% | - |
| iShares Russell 2000 ETF | 1.07M | 2.40% | 77.56K |
| Schwab Fundamental U.S. Small CompanyETF | 788.86K | 1.77% | -552.00 |
| iShares US Aerospace & Defense ETF | 577.57K | 1.30% | -117.86K |
| Vanguard Small Cap Index | 541.10K | 1.22% | 3.15K |
| DFA US Small Cap Value I | 499.53K | 1.12% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 484.43K | 1.09% | 2.53K |
| Fidelity Small Cap Index | 445.27K | 1.00% | 2.10K |
| iShares Russell 2000 Value ETF | 381.12K | 0.86% | -31.91K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 29, 2024 | SCOTT ROBERT L | - | Sell | $32.14K |
| Jun 28, 2024 | SCOTT ROBERT L | - | Sell | $29.60K |
| Mar 20, 2024 | SCOTT ROBERT L | - | Sell | $35.80K |
| Mar 11, 2024 | McPherson Deana L | See Remarks | Sell | $228.54K |
| Feb 20, 2024 | SCOTT ROBERT L | - | Sell | $26.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
SWBI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools