Institutional Ownership Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW). We have compiled data on the 1,786 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $72.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
986
shares
|
$377,953
0.04% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Belfer Management LLC
|
Nov 12, 2024 Q3 2024 |
984
shares
|
$377,186
6.08% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
977
shares
|
$374,503
0.04% of portfolio
|
Q4 2023
Reduced 19.52%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
975
shares
|
$373,737
0.03% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
972
shares
|
$372,587
0.04% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
970
shares
|
$371,820
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
967
shares
|
$370,670
0.16% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
965
shares
|
$369,903
0.0% of portfolio
|
Q3 2024
Reduced 45.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
964
shares
|
$369,520
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
961
shares
|
$368,370
0.38% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
960
shares
|
$367,987
0.01% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
950
shares
|
$364,154
0.07% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
949
shares
|
$363,770
0.06% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
943
shares
|
$361,470
0.12% of portfolio
|
Q2 2024
Added 22.31%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
943
shares
|
$361,470
0.05% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
943
shares
|
$361,470
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
941
shares
|
$360,704
0.1% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
932
shares
|
$357,254
0.13% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
932
shares
|
$357,254
0.1% of portfolio
|
Q4 2023
Reduced 6.99%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
930
shares
|
$356,487
0.24% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
929
shares
|
$356,104
0.1% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
927
shares
|
$355,337
0.09% of portfolio
|
Q3 2024
Reduced 77.62%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
926
shares
|
$354,954
0.07% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
920
shares
|
$352,654
0.1% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
920
shares
|
$352,654
0.06% of portfolio
|
Q3 2024
Added 5.75%
|