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 211 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
401
shares
|
$3,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
377
shares
|
$3,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
342
shares
|
$3,023
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
325
shares
|
$2,873
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
312
shares
|
$2,758
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
300
shares
|
$2,652
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
300
shares
|
$2,652
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
255
shares
|
$2,254
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
242
shares
|
$2,139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
235
shares
|
$2,077
0.0% of portfolio
|
Q1 2024
Reduced 69.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
232
shares
|
$2,050
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
225
shares
|
$1,989
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
213
shares
|
$1,882
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
210
shares
|
$1,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
206
shares
|
$1,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
202
shares
|
$1,785
0.0% of portfolio
|
Q2 2025
Added 129.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
201
shares
|
$1,776
0.0% of portfolio
|
Q2 2025
Reduced 68.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
201
shares
|
$1,776
0.0% of portfolio
|
Q2 2025
Added 402.5%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$1,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$1,768
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$1,768
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
165
shares
|
$1,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
151
shares
|
$1,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
120
shares
|
$1,060
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
100
shares
|
$884
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|