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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
100
shares
|
$884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
83
shares
|
$733
0.0% of portfolio
|
Q1 2024
Added 245.83%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
77
shares
|
$680
0.0% of portfolio
|
Q2 2025
Reduced 40.77%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
70
shares
|
$618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
55
shares
|
$486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$442
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
37
shares
|
$327
0.0% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
35
shares
|
$309
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
35
shares
|
$309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
35
shares
|
$309
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
31
shares
|
$274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
25
shares
|
$221
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
23
shares
|
$203
0.0% of portfolio
|
Q2 2025
Reduced 99.61%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
18
shares
|
$159
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9
shares
|
$79
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9
shares
|
$79
0.0% of portfolio
|
Q3 2020
Reduced 87.84%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6
shares
|
$53
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2022
Reduced 91.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|