Smith & Wesson Brands Ownership | Who Owns Smith & Wesson Brands?
Smith & Wesson Brands Ownership Summary
Smith & Wesson Brands is owned by 53.53% institutional investors, 1.62% insiders, and 44.85% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.30% 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 | 53.53% | 1.62% | 44.85% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Defense Stocks | 62.16% | 10.39% | 27.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.09M | 9.30% | $35.54M |
| Blackrock | 4.20M | 9.23% | $60.29M |
| Dimensional fund advisors lp | 3.06M | 6.88% | $30.96M |
| Renaissance | 2.74M | 6.14% | $27.64M |
| Vanguard group | 2.55M | 5.72% | $25.73M |
| Geode capital management | 1.05M | 2.37% | $10.66M |
| State street | 985.96K | 2.21% | $10.09M |
| American century companies | 667.66K | 1.52% | $5.80M |
| Arrowstreet capital, limited partnership | 662.34K | 1.50% | $5.75M |
| Charles schwab investment management | 536.26K | 1.20% | $5.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lesa sroufe | 81.45K | 0.65% | $801.00K |
| Punch card management | 189.93K | 0.53% | $1.65M |
| Aviance capital partners | 130.91K | 0.15% | $1.29M |
| Roman butler fullerton | 44.62K | 0.11% | $368.59K |
| Entrypoint capital | 23.60K | 0.10% | $204.87K |
| Nverses capital | 9.10K | 0.08% | $130.49K |
| Counterpoint mutual funds | 32.72K | 0.04% | $330.63K |
| Renaissance | 2.74M | 0.04% | $27.64M |
| Unison advisors | 34.89K | 0.03% | $302.84K |
| Y-intercept (hong kong) | 139.75K | 0.03% | $1.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Y-intercept (hong kong) | 139.75K | 0.03% | 139.75K |
| Bank of america corp /de/ | 176.09K | 0.00% | 138.37K |
| Ubs group | 167.37K | 0.00% | 105.77K |
| Dimensional fund advisors lp | 3.06M | 0.01% | 104.13K |
| Susquehanna group, llp | 108.32K | 0.00% | 91.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 2.55M | 0.00% | -1.02M |
| Punch card management | 189.93K | 0.53% | -459.02K |
| Goldman sachs group | 503.97K | 0.00% | -297.84K |
| Charles schwab investment management | 536.26K | 0.00% | -157.39K |
| Dynamic technology lab private | - | - | -154.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Y-intercept (hong kong) | 139.75K | 0.03% | 139.75K | $1.21M |
| Counterpoint mutual funds | 32.72K | 0.04% | 32.72K | $330.63K |
| Regions financial | 28.92K | 0.00% | 28.92K | $251.01K |
| Quantbot technologies lp | 21.83K | 0.00% | 21.83K | $189.52K |
| Balyasny asset management | 18.59K | 0.00% | 18.59K | $161.36K |
Sold Out
| Holder | Change |
|---|---|
| American capital advisory | -2.00 |
| National bank of canada /fi/ | -3.00 |
| Pittenger & anderson | -5.00 |
| Signaturefd | -15.00 |
| Massmutual trust co fsb/adv | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 197 | -4.37% | 26,694,931 | 0.92% | 58 | 1.75% | 95 | -4.04% | 49 | 2.08% |
| Jun 30, 2024 | 203 | 3.05% | 26,360,818 | -3.77% | 57 | 1.60% | 96 | 12.94% | 48 | -4.00% |
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 | 2.96% | -29.11K |
| iShares Russell 2000 ETF | 1.06M | 2.39% | - |
| DFA US Small Cap Value I | 565.21K | 1.28% | -40.88K |
| Vanguard Small Cap Index | 541.10K | 1.22% | 3.15K |
| iShares US Aerospace & Defense ETF | 507.35K | 1.15% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 475.89K | 1.07% | -207.70K |
| Fidelity Small Cap Index | 442.60K | 1.00% | -7.28K |
| Avantis US Small Cap Value ETF | 388.38K | 0.88% | - |
| iShares Russell 2000 Value ETF | 381.11K | 0.86% | - |
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 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
SWBI Ownership FAQ
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