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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
120
shares
|
$946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
107
shares
|
$844
0.0% of portfolio
|
Q1 2025
Reduced 91.17%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$789
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
96
shares
|
$757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
88
shares
|
$694
0.0% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
83
shares
|
$654
0.0% of portfolio
|
Q1 2024
Added 245.83%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
55
shares
|
$433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$394
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
40
shares
|
$315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
35
shares
|
$276
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
35
shares
|
$276
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
31
shares
|
$244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
29
shares
|
$228
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
24
shares
|
$189
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
18
shares
|
$142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9
shares
|
$71
0.0% of portfolio
|
Q3 2020
Reduced 87.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9
shares
|
$71
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3
shares
|
$23
0.0% of portfolio
|
Q1 2025
Reduced 98.97%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1
shares
|
$7
0.0% of portfolio
|
Q4 2022
Reduced 91.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1
shares
|
$7
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|