Institutional Ownership Smith & Wesson Brands, Inc. (SWBI)
This table provides information about the institutional ownership of Smith & Wesson Brands, Inc. (SWBI). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 23.2 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
235
shares
|
$1,990
0.0% of portfolio
|
Q1 2024
Reduced 69.76%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
216
shares
|
$1,829
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
210
shares
|
$1,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$1,694
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$1,694
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
171
shares
|
$1,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
165
shares
|
$1,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
151
shares
|
$1,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
138
shares
|
$1,168
0.0% of portfolio
|
Q4 2025
Reduced 4.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
138
shares
|
$1,168
0.0% of portfolio
|
Q3 2025
Reduced 31.34%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
128
shares
|
$1,084
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
117
shares
|
$990
0.0% of portfolio
|
Q3 2025
Reduced 73.41%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
109
shares
|
$923
0.0% of portfolio
|
Q3 2025
Added 373.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
100
shares
|
$847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$847
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
83
shares
|
$703
0.0% of portfolio
|
Q1 2024
Added 245.83%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
78
shares
|
$660
0.0% of portfolio
|
Q3 2025
Added 122.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
54
shares
|
$457
0.0% of portfolio
|
Q3 2025
Reduced 76.0%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$423
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
40
shares
|
$338
0.0% of portfolio
|
Q3 2025
Reduced 80.2%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
35
shares
|
$296
0.0% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
35
shares
|
$296
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
35
shares
|
$296
0.0% of portfolio
|
Q4 2020
New holding
|
|