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 212 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
374
shares
|
$2,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
360
shares
|
$2,840
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
350
shares
|
$2,761
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
342
shares
|
$2,698
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
325
shares
|
$2,564
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
308
shares
|
$2,430
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
300
shares
|
$2,367
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
275
shares
|
$2,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
256
shares
|
$2,019
0.0% of portfolio
|
Q1 2025
Reduced 83.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
235
shares
|
$1,854
0.0% of portfolio
|
Q1 2024
Reduced 69.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
232
shares
|
$1,830
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
216
shares
|
$1,704
0.0% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
210
shares
|
$1,656
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
210
shares
|
$1,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
206
shares
|
$1,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
201
shares
|
$1,585
0.0% of portfolio
|
Q2 2025
Added 402.5%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
200
shares
|
$1,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$1,578
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
200
shares
|
$1,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$1,578
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$1,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
165
shares
|
$1,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
151
shares
|
$1,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
130
shares
|
$1,025
0.0% of portfolio
|
Q1 2025
Added 242.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
120
shares
|
$946
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|