Smith & Nephew plc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIDUCIARY MANAGEMENT INC /WI/ | 11/14/2024 | 4.23 M | $131.78 M | -3.02% | 0.48% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2024 | 3.95 M | $122.96 M | -5.57% | 0.45% |
| SCHARF INVESTMENTS, LLC | 10/16/2024 | 2.90 M | $90.32 M | -2.87% | 0.33% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 2.43 M | $75.80 M | 60.06% | 0.28% |
| TPG GP A, LLC | 11/14/2024 | 1.48 M | $46.24 B | -29.21% | 0.17% |
| MORGAN STANLEY | 11/14/2024 | 1.30 M | $40.40 M | -8.95% | 0.15% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 10/30/2024 | 1.24 M | $38.59 M | 100.00% | 0.14% |
| BRANDES INVESTMENT PARTNERS, LP | 11/14/2024 | 1.22 M | $38.12 M | -10.85% | 0.14% |
| CLARK ESTATES INC/NY | 11/13/2024 | 685,000 | $21.33 M | -8.67% | 0.08% |
| DEPRINCE RACE & ZOLLO INC | 11/14/2024 | 546,683 | $17.02 M | 128.50% | 0.06% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 485,928 | $15.13 M | -5.20% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 478,336 | $14.90 M | -1.47% | 0.05% |
| HEARTLAND ADVISORS INC | 11/12/2024 | 437,072 | $13.61 M | 100.00% | 0.05% |
| FMR LLC | 11/13/2024 | 427,106 | $13.30 M | -4.71% | 0.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 393,374 | $12.25 M | -25.01% | 0.05% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 392,393 | $12.22 M | 100.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 391,594 | $12.19 M | -73.93% | 0.04% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 390,648 | $12.16 M | 28.48% | 0.04% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 351,982 | $10.95 M | -71.52% | 0.04% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2024 | 305,609 | $9.52 M | 0.00% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2024 | 281,662 | $8.77 M | 19.16% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 244,685 | $7.62 M | -14.35% | 0.03% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 11/08/2024 | 237,421 | $7.39 M | 2.48% | 0.03% |
| POINT72 (DIFC) LTD | 11/14/2024 | 231,200 | $7.20 M | 100.00% | 0.03% |
| LORNE STEINBERG WEALTH MANAGEMENT INC. | 10/25/2024 | 230,995 | $7.19 M | -0.02% | 0.03% |
| ARMISTICE CAPITAL, LLC | 11/14/2024 | 224,000 | $6.98 M | 100.00% | 0.03% |
| CLEAN YIELD GROUP | 10/07/2024 | 197,565 | $6.15 M | -8.50% | 0.02% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 192,630 | $6.00 M | 1,677.36% | 0.02% |
| MORAN WEALTH MANAGEMENT, LLC | 11/08/2024 | 190,673 | $5.94 M | -0.89% | 0.02% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 10/30/2024 | 189,686 | $5.91 M | -7.48% | 0.02% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 171,605 | $5.34 M | -73.61% | 0.02% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 146,769 | $4.57 M | 55.38% | 0.02% |
| STATE STREET CORP | 11/14/2024 | 143,846 | $4.48 M | 1.33% | 0.02% |
| ABRDN PLC | 10/25/2024 | 141,208 | $4.40 M | -22.29% | 0.02% |
| SIVIK GLOBAL HEALTHCARE LLC | 11/06/2024 | 140,000 | $4.36 M | -6.67% | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 128,854 | $4.01 M | 172.11% | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 127,320 | $3.96 M | 6.68% | 0.01% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 114,080 | $3.26 M | 16.79% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/04/2024 | 112,859 | $3.52 M | 63.72% | 0.01% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2024 | 92,609 | $2.88 M | -33.21% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 10/30/2024 | 89,013 | $2.77 M | 3.51% | 0.01% |
| EARNEST PARTNERS LLC | 11/14/2024 | 84,201 | $2.62 M | -1.92% | 0.01% |
| BOSTON PARTNERS | 11/12/2024 | 79,284 | $2.47 M | -7.28% | 0.01% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 78,673 | $2.45 M | 0.01% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 72,211 | $2.25 M | -62.57% | 0.01% |
| RIDGEWOOD INVESTMENTS LLC | 10/04/2024 | 71,643 | $2.23 M | -6.87% | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 11/14/2024 | 71,437 | $2.23 M | 14.26% | 0.01% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 11/04/2024 | 69,849 | $2.18 M | 8.35% | 0.01% |
| LPL FINANCIAL LLC | 11/08/2024 | 69,261 | $2.16 M | -12.62% | 0.01% |
| MAVERICK CAPITAL LTD | 11/14/2024 | 66,985 | $2.09 M | 100.00% | 0.01% |
Smith & Nephew plcinstitutional Ownership - FAQ's
During the previous two years, 322 institutional investors and hedge funds held shares of Smith & Nephew plc. The most heavily invested institutionals were:
FIDUCIARY MANAGEMENT INC /WI/: 4.23 M
BARROW HANLEY MEWHINNEY & STRAUSS LLC: 3.95 M
SCHARF INVESTMENTS, LLC: 2.9 M
GOLDMAN SACHS GROUP INC: 2.43 M
TPG GP A, LLC: 1.48 M
MORGAN STANLEY: 1.3 M
3.51% of Smith & Nephew plc stock is owned by institutional investors.
Institutional investors have bought a total of 36.82 M shares in the last 24 months. This purchase volume represents approximately $907.91 M in transactions.