Smith & Nephew Ownership | Who Owns Smith & Nephew?
Smith & Nephew Ownership Summary
Smith & Nephew is owned by 3.50% institutional investors, 0.03% insiders, and 96.47% retail investors. Fiduciary management inc /wi/ is the largest institutional shareholder, holding 1.00% of SNN shares. Bridge Builder Large Cap Value is the top mutual fund, with 0.39% of its assets in Smith & Nephew shares.
SNN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Smith & Nephew | 3.50% | 0.03% | 96.47% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Device Stocks | 53.39% | 8.20% | 38.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fiduciary management inc /wi/ | 4.36M | 1.00% | $108.13M |
| Barrow hanley mewhinney & strauss | 4.18M | 0.96% | $103.61M |
| Scharf investments | 2.99M | 0.69% | $74.00M |
| Tpg gp a | 2.10M | 0.48% | $51.97M |
| Goldman sachs group | 1.52M | 0.35% | $37.68M |
| Bank of america corp /de/ | 1.50M | 0.34% | $37.22M |
| Morgan stanley | 1.42M | 0.33% | $35.31M |
| Brandes investment partners, lp | 1.37M | 0.32% | $34.00M |
| Bank of montreal /can/ | 1.24M | 0.28% | $31.06M |
| Clark estates inc/ny | 750.00K | 0.17% | $18.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clark estates inc/ny | 750.00K | 3.49% | $18.59M |
| Scharf investments | 2.99M | 2.11% | $74.00M |
| Clean yield group | 215.92K | 2.00% | $5.35M |
| Lorne steinberg wealth management | 231.04K | 1.84% | $5.73M |
| Henry james management | 205.02K | 1.80% | $5.08M |
| Sivik global healthcare | 150.00K | 1.33% | $3.72M |
| Tpg gp a | 2.10M | 1.19% | $51.97M |
| Fiduciary management inc /wi/ | 4.36M | 1.01% | $108.13M |
| Ridgewood investments | 76.93K | 0.95% | $1.91M |
| Excel securities & associates | 64.46K | 0.43% | $1.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 1.24M | 0.01% | 964.76K |
| Bank of america corp /de/ | 1.50M | 0.00% | 426.29K |
| New york state common retirement fund | 285.68K | 0.01% | 285.68K |
| Balyasny asset management | 650.14K | 0.03% | 284.18K |
| Brandes investment partners, lp | 1.37M | 0.42% | 233.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| J. goldman & co lp | - | - | -1.33M |
| Sio capital management | - | - | -579.62K |
| Jane street group | - | - | -547.40K |
| Millennium management | - | - | -481.01K |
| Fmr | 448.24K | 0.00% | -388.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| New york state common retirement fund | 285.68K | 0.01% | 285.68K | $7.08M |
| Excel securities & associates | 64.46K | 0.43% | 64.46K | $1.77M |
| Cresset asset management | 28.69K | 0.00% | 28.69K | $710.96K |
| Atria investments | 22.97K | 0.01% | 22.97K | $569.30K |
| Venturi wealth management | 91.00 | 0.00% | 91.00 | $2.25K |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Harbor investment advisory | -5.00 |
| Advisornet financial | -17.00 |
| Financial gravity asset management | -51.00 |
| Highmark wealth management | -65.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 206 | -1.90% | 30,611,992 | -12.38% | 3 | 5.45% | 99 | -4.81% | 74 | 5.71% |
| Jun 30, 2024 | 206 | -3.74% | 34,907,045 | 8.59% | 8 | 14.71% | 101 | -11.40% | 68 | 4.62% |
| Mar 31, 2024 | 214 | -4.04% | 32,146,664 | 0.53% | 7 | 13.72% | 114 | -10.94% | 65 | 3.17% |
| Dec 31, 2023 | 223 | 7.21% | 31,978,625 | -17.33% | 7 | 9.28% | 128 | 40.66% | 63 | -13.70% |
| Sep 30, 2023 | 208 | -9.96% | 38,683,619 | 2.53% | 8 | 11.82% | 91 | -7.14% | 73 | -3.95% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Bridge Builder Large Cap Value | 1.68M | 0.39% | -30.14K |
| Scharf Quality Value | 1.14M | 0.26% | -2.62K |
| FMI Large Cap Investor | 1.14M | 0.26% | -50.00K |
| 1290 VT Equity Income IB | 485.85K | 0.11% | - |
| Barrow Hanley Dividend Focused Value Eq | 485.85K | 0.11% | -5.16K |
| Heartland Mid Cap Value Institutional | 428.80K | 0.10% | 147.44K |
| MDPIM US Equity Pool | 343.64K | 0.08% | - |
| Buffalo International | 305.61K | 0.07% | - |
| Bridge Builder Tax Managed Large Cap | 301.19K | 0.07% | -46.93K |
| Fiduciary Mgt of Milwaukee Lg-Cap Eq | 279.11K | 0.06% | - |
SNN Ownership FAQ
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