SW institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

591 institutional managers reported holding SW for the quarter ended Mar 31, 2026. Together they hold about 90% of shares outstanding; the top 10 hold 51%. 89 opened new positions; 82 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group63.70M12.11%$2.54Badded +4.5%2024 Q3
BlackRock44.80M8.52%$1.79Badded +1.3%2024 Q3
Capital Research Global Investors38.97M7.41%$1.55Badded +7.9%2024 Q3
State Street25.26M4.80%$1.01Badded +2.5%2024 Q3
Nuveen24.59M4.67%$980.2Madded +10.4%2024 Q3
Causeway Capital Management LLC15.57M2.96%$620.5Mtrimmed -18.6%2024 Q3
Geode Capital14.27M2.71%$568.6Madded +3.4%2024 Q3
Orbis Allan Gray LTD13.78M2.62%$549.1Mtrimmed -1.3%2024 Q3
Franklin Resources12.93M2.46%$515.5Madded +89.1%2024 Q3
Capital Group (American Funds)12.47M2.37%$497.2Mopened2026 Q1
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main10.68M2.03%$425.6Madded +1255.6%2024 Q3
Invesco10.65M2.02%$424.3Madded +11.6%2024 Q3
FMR (Fidelity)10.09M1.92%$402.3Mtrimmed -9.3%2024 Q3
BNY Mellon8.82M1.68%$351.7Mtrimmed -2.6%2024 Q3
Ameriprise Financial INC8.59M1.63%$342.5Mtrimmed -0.9%2024 Q3
Deutsche Bank AG\6.53M1.24%$260.3Mtrimmed -10%2024 Q3
Nordea Investment Management AB6.02M1.14%$239.9Madded +10.4%2024 Q3
Goldman Sachs5.98M1.14%$238.2Madded +93.6%2024 Q3
Morgan Stanley5.97M1.14%$238.0Madded +13.8%2024 Q3
Bank OF America CORP /DE/5.46M1.04%$217.6Madded +6.2%2024 Q3
AQR Capital5.04M0.96%$201.0Mtrimmed -11.9%2024 Q3
Dimensional Fund Advisors4.85M0.92%$193.2Madded +3.4%2024 Q3
Northern Trust4.71M0.90%$187.6Mtrimmed -1.6%2024 Q3
Legal & General Group PLC4.48M0.85%$178.7Mtrimmed -2.3%2024 Q3
UBS4.01M0.76%$159.8Madded +10.7%2024 Q3
Amundi3.96M0.75%$158.0Mtrimmed -4.6%2024 Q3
CPP Investment Board3.76M0.71%$149.8Mopened2026 Q1
Charles Schwab Investment Management3.54M0.67%$141.0Madded +6.1%2024 Q3
Ruffer LLP2.79M0.53%$111.1Mtrimmed -38.1%2024 Q3
Soros Fund Management2.52M0.48%$100.5Madded +4.9%2024 Q3
Thompson Siegel & Walmsley LLC2.45M0.47%$97.5Mtrimmed -4.3%2024 Q3
MFS Investment Management2.39M0.45%$95.2Mtrimmed -6.7%2025 Q1
Citigroup INC1.95M0.37%$77.9Madded +12.4%2024 Q3
Alberta Investment Management CORP1.94M0.37%$77.5Madded +39.3%2025 Q4
Lansdowne Partners (UK) LLP (focused)1.87M0.36%$74.5Madded +627.1%2024 Q3
AllianceBernstein1.87M0.35%$74.5Mtrimmed -15.1%2024 Q3
Royal Bank OF Canada1.82M0.35%$72.6Madded +5.1%2024 Q3
First Trust Advisors LP1.75M0.33%$69.8Madded +30.3%2024 Q3
Barclays PLC1.61M0.31%$64.2Mtrimmed -49.7%2024 Q3
Swiss National Bank1.53M0.29%$61.1Madded +7.1%2024 Q3
Sound Shore Management INC /CT/ (focused)1.51M0.29%$60.2Mopened2026 Q1
SEI Investments CO1.50M0.28%$59.7Mtrimmed -17.2%2024 Q3
BNP Paribas Financial Markets1.44M0.27%$57.3Madded +17.2%2024 Q3
Pictet Asset Management Holding SA1.42M0.27%$56.6Mtrimmed -52.4%2024 Q3
Mitsubishi UFJ Asset Management CO., LTD.1.38M0.26%$55.1Madded +3.3%2024 Q3
Polaris Capital Management, LLC1.37M0.26%$54.5Mtrimmed -5.6%2024 Q4
Cullen Capital Management, LLC1.25M0.24%$49.7Madded +34.8%2024 Q3
Vontobel Holding LTD.1.22M0.23%$48.7Mtrimmed -3.7%2024 Q3
Manufacturers Life Insurance Company, THE1.22M0.23%$48.6Madded +3.3%2024 Q3
Aviva PLC1.21M0.23%$48.3Madded +1.2%2024 Q3

Largest 50 of 591 shown; the full ranked, searchable register is at boothcheck.com/holders/SW. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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