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Smith & Wesson Brands Inc (SWBI)

CUSIP: 831754106 | NYSE | Industrials · Aerospace & Defense | Small Cap | 690 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DJDH Capital I, L.P.8,993,96816.7%New 5%+ stakeOct 21, 2026No 13F filer matched
13DJDH Capital I, L.P.8,993,968
16.7% of class · Oct 21, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,695,187
0.0% of portfolio›$37.9M
Geode Capital Management, LLC1,485,673
0.0% of portfolio›$20.9M
Bank of New York Mellon Corp430,422
0.0% of portfolio›$6.1M
MacKenzie Financial Corp325,753
0.0% of portfolio›$4.6M
Y-Intercept (Hong Kong) Ltd160,683
0.0% of portfolio›$2.3M
Russell Investments Group, Ltd.119,502
0.0% of portfolio›$1.7M
Aviance Capital Partners, LLC113,059
0.2% of portfolio›$1.6M
Principal Financial Group Inc87,359
0.0% of portfolio›$1.2M
Lesa Sroufe & Co85,666
0.0% of portfolio›$1.2K
Creative Planning71,405
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC66,706
0.0% of portfolio›$937.9K
Sky Investment Group LLC49,456
0.1% of portfolio›$695.4K
Alps Advisors Inc43,960
0.0% of portfolio›$618.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management42,206
0.0% of portfolio›$593.4K
Deutsche Bank Ag\39,457
0.0% of portfolio›$554.8K
Roman Butler Fullerton & Co38,640
0.1% of portfolio›$571.1K
LPL Financial LLC35,595
0.0% of portfolio›$500.5K
Prospera Financial Services Inc33,888
0.0% of portfolio›$446.7K
Commonwealth Equity Services, LLC25,478
0.0% of portfolio›$358.2K
Sterling Capital Management LLC21,498
0.0% of portfolio›$302.3K
State of Wyoming20,324
0.0% of portfolio›$285.8K
Citigroup Inc19,908
0.0% of portfolio›$279.9K
Wealth Enhancement Advisory Services, LLC18,546
0.0% of portfolio›$265.4K
Barclays PLC18,149
0.0% of portfolio›$255.2K
Ritholtz Wealth Management16,621
0.0% of portfolio›$233.7K
HB Wealth Management, LLC10,501
0.0% of portfolio›$147.6K
Mirae Asset Global Investments Co., Ltd.4,433
0.0% of portfolio›$62.3K
Rydar Equities, Inc.4,000
0.0% of portfolio›$58.0K
Larson Financial Group LLC2,852
0.0% of portfolio›$40.1K
State of Alaska, Department of Revenue2,354
0.0% of portfolio›$33
IFP Advisors, Inc2,067
0.0% of portfolio›$29.1K
Allworth Financial LP1,939
0.0% of portfolio›$29.2K
Spire Wealth Management1,922
0.0% of portfolio›$27.0K
PNC Financial Services Group, Inc.1,860
0.0% of portfolio›$26.2K
Nfsg Corp1,816
0.0% of portfolio›$25.5K
Legacy Bridge, LLC1,630
0.0% of portfolio›$22.9K
SJS Investment Consulting Inc.1,253
0.0% of portfolio›$17.6K
FNY Investment Advisers, LLC1,000
0.0% of portfolio›$14
Covestor Ltd912
0.0% of portfolio›$13
Adkins Seale Capital Management LLC910
0.0% of portfolio›$12.8K
Nisa Investment Advisors, LLC882
0.0% of portfolio›$12.5K
Fortis Group Advisors, LLC674
0.0% of portfolio›$9.5K
Versant Capital Management, Inc613
0.0% of portfolio›$8.6K
SBI Securities Co., Ltd.611
0.0% of portfolio›$8.6K
Farther Finance Advisors, LLC604
0.0% of portfolio›$8.5K
Provenance Wealth Advisors, LLC470
0.0% of portfolio›$6.6K
Nova Financial LLC456
0.0% of portfolio›$6.4K
US Bancorp \de\409
0.0% of portfolio›$5.8K
Harbor Capital Advisors, Inc.399
0.0% of portfolio›$6
Root Financial Partners, LLC354
0.0% of portfolio›$5.0K
Tsfg, LLC342
0.0% of portfolio›$5
Winch Advisory Services, LLC331
0.0% of portfolio›$4.7K
EverSource Wealth Advisors, LLC317
0.0% of portfolio›$4.5K
Signaturefd, LLC300
0.0% of portfolio›$4.2K
Gamma Investing LLC291
0.0% of portfolio›$4.1K
Essential Partners LLC287
0.0% of portfolio›$4.0K
Tounjian Advisory Partners, LLC243
0.0% of portfolio›$3.4K
Archer Investment Corp226
0.0% of portfolio›$3.2K
Vermillion Wealth Management, Inc.210
0.0% of portfolio›$3.0K
Markowski Investments200
0.0% of portfolio›$2.8K
Hilton Head Capital Partners, LLC168
0.0% of portfolio›$2.4K
Barrett & Company, Inc.150
0.0% of portfolio›$2.1K
Leonteq Securities AG120
0.0% of portfolio›$1.7K
Fifth Third Bancorp109
0.0% of portfolio›$1.5K
Tradewinds Capital Management, LLC100
0.0% of portfolio›$1.4K
Costello Asset Management, Inc100
0.0% of portfolio›$1.4K
Parallel Advisors, LLC98
0.0% of portfolio›$1.4K
Clearstead Advisors, LLC89
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC59
0.0% of portfolio›$829
Mountain Hill Investment Partners Corp.40
0.0% of portfolio›$562
True Wealth Design, LLC35
0.0% of portfolio›$493
First Premier Bank20
0.0% of portfolio›$0
Rossby Financial, LCC8
0.0% of portfolio›$112
Assetmark, Inc3
0.0% of portfolio›$42
Hughes Financial Services, LLC1
0.0% of portfolio›$14
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,695,187$37.9M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
1,485,673$20.9M0.0%IndexVery LowBoston, MA2026-11-06
Bank of New York Mellon Corp
430,422$6.1M0.0%CoreLowNew York, NY2026-11-05
MacKenzie Financial Corp
325,753$4.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Y-Intercept (Hong Kong) Ltd
160,683$2.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Russell Investments Group, Ltd.
119,502$1.7M0.0%CoreLowSeattle, WA2026-11-06
Aviance Capital Partners, LLC
113,059$1.6M0.2%CoreLowNaples, FL2026-10-29
Principal Financial Group Inc
87,359$1.2M0.0%CoreLowDes Moines, IA2026-11-02
Lesa Sroufe & Co
85,666$1.2K0.0%Deep ValueLowSeattle, WA2026-10-29
Creative Planning
71,405$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
66,706$937.9K0.0%CoreLowAustin, TX2026-11-02
Sky Investment Group LLC
49,456$695.4K0.1%CoreVery LowHartford, CT2026-10-30
Alps Advisors Inc
43,960$618.1K0.0%YieldLowDenver, CO2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
42,206$593.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Deutsche Bank Ag\
39,457$554.8K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Roman Butler Fullerton & Co
38,640$571.1K0.1%GrowthMediumSt Louis, MO2026-10-27
LPL Financial LLC
35,595$500.5K0.0%IndexVery LowFort Mill, SC2026-11-06
Prospera Financial Services Inc
33,888$446.7K0.0%CoreMediumDallas, TX2026-11-04
Commonwealth Equity Services, LLC
25,478$358.2K0.0%ETFLowWaltham, MA2026-11-02
Sterling Capital Management LLC
21,498$302.3K0.0%GARPMediumCharlotte, NC2026-10-22
State of Wyoming
20,324$285.8K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
19,908$279.9K0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
18,546$265.4K0.0%CoreLowPlymouth, MN2026-10-13
Barclays PLC
18,149$255.2K0.0%CoreMediumLondon, United Kingdom2026-11-06
Ritholtz Wealth Management
16,621$233.7K0.0%IndexLowNew York, NY2026-11-05
HB Wealth Management, LLC
10,501$147.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Mirae Asset Global Investments Co., Ltd.
4,433$62.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
Rydar Equities, Inc.
4,000$58.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Larson Financial Group LLC
2,852$40.1K0.0%GrowthLowSt Louis, MO2026-11-05
State of Alaska, Department of Revenue
2,354$330.0%CoreVery LowJuneau, AK2026-10-15
IFP Advisors, Inc
2,067$29.1K0.0%GrowthLowTampa, FL2026-10-16
Allworth Financial LP
1,939$29.2K0.0%IndexLowFolsom, CA2026-11-06
Spire Wealth Management
1,922$27.0K0.0%GrowthMediumMclean, VA2026-10-30
PNC Financial Services Group, Inc.
1,860$26.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Nfsg Corp
1,816$25.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Legacy Bridge, LLC
1,630$22.9K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
SJS Investment Consulting Inc.
1,253$17.6K0.0%ETFVery LowSylvania, OH2026-10-26
FNY Investment Advisers, LLC
1,000$140.0%GrowthVery HighNew York, NY2026-10-16
Covestor Ltd
912$130.0%ValueHighLondon, United Kingdom2026-10-30
Adkins Seale Capital Management LLC
910$12.8K0.0%CoreVery LowShreveport, LA2026-10-27
Nisa Investment Advisors, LLC
882$12.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Fortis Group Advisors, LLC
674$9.5K0.0%ETFHighWestwood, NJ2026-11-06
Versant Capital Management, Inc
613$8.6K0.0%GARPLowPhoenix, AZ2026-10-02
SBI Securities Co., Ltd.
611$8.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
604$8.5K0.0%IndexLowSan Francisco, CA2026-10-08
Provenance Wealth Advisors, LLC
470$6.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Nova Financial LLC
456$6.4K0.0%N/AN/ATucson, AZ2026-11-04
US Bancorp \de\
409$5.8K0.0%IndexLowMinneapolis, MN2026-11-05
Harbor Capital Advisors, Inc.
399$60.0%ValueHighChicago, IL2026-10-22
Root Financial Partners, LLC
354$5.0K0.0%ETFMediumEncinitas, CA2026-10-21
Tsfg, LLC
342$50.0%ETFLowLake Forest, IL2026-10-23
Winch Advisory Services, LLC
331$4.7K0.0%GrowthVery LowAppleton, WI2026-11-06
EverSource Wealth Advisors, LLC
317$4.5K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
300$4.2K0.0%IndexLowAtlanta, GA2026-10-23
Gamma Investing LLC
291$4.1K0.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
287$4.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Tounjian Advisory Partners, LLC
243$3.4K0.0%GrowthHighFort Myers, FL2026-11-04
Archer Investment Corp
226$3.2K0.0%CoreMediumCarmel, IN2026-11-05
Vermillion Wealth Management, Inc.
210$3.0K0.0%ValueLowRosemount, MN2026-10-26
Markowski Investments
200$2.8K0.0%ETFN/ATampa, FL2026-10-30
Hilton Head Capital Partners, LLC
168$2.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Barrett & Company, Inc.
150$2.1K0.0%ETFLowProvidence, RI2026-10-22
Leonteq Securities AG
120$1.7K0.0%CoreHighZurich, Switzerland2026-10-29
Fifth Third Bancorp
109$1.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Tradewinds Capital Management, LLC
100$1.4K0.0%ETFVery HighBellingham, WA2026-10-23
Costello Asset Management, Inc
100$1.4K0.0%CoreLowFeasterville, PA2026-10-30
Parallel Advisors, LLC
98$1.4K0.0%IndexLowSan Francisco, CA2026-11-03
Clearstead Advisors, LLC
89$1.3K0.0%ETFLowCleveland, OH2026-11-06
Ascentis Wealth Management, LLC
59$8290.0%Agg GrowthLowDallas, TX2026-11-03
Mountain Hill Investment Partners Corp.
40$5620.0%GrowthHighAtlantic Highlands, NJ2026-10-23
True Wealth Design, LLC
35$4930.0%ETFMediumAkron, OH2026-10-13
First Premier Bank
20$00.0%CoreVery LowSioux Falls, SD2026-10-13
Rossby Financial, LCC
8$1120.0%ETFMediumMelbourne, FL2026-11-05
Assetmark, Inc
3$420.0%ETFLowConcord, CA2026-10-21
Hughes Financial Services, LLC
1$140.0%ETFLowHerndon, VA2026-10-30