Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sherwin Williams Co (SHW)

2K + Investors. Track Smart Money conviction in SHW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — SHW

Based on 1687 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SHW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,687 hedge funds hold SHW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

707 buying907 selling
Last quarter: 907 funds reduced or exited vs 707 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-72 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 141 → 135 → 227 → 155. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
1,159 out of 1,687 hedge funds have held SHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

151 → 141 → 135 → 227 → 155 new funds/Q
New funds entering each quarter: 141 → 135 → 227 → 155. A growing number of institutions are discovering SHW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,737 holders: 1,224 (70%) are 2+ year veterans, 203 entered 1–2 years ago, and 310 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
66 of 1679 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SHW

In 2026 Q1, 707 hedge funds were net buyers of SHW (155 opened a new position, 552 added to an existing one), while 907 reduced or exited (745 trimmed, 162 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in SHW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 1687.

Hedge Fund Ownership: SHW

How many hedge funds hold SHW — quarterly history vs. share price
Quarterly hedge fund ownership of SHW vs. share price

Market Analysis: SHW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sherwin Williams Co (SHW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
SHW
+0.6%
SPY
+15.9%

SHW outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SHW
+7.7%
SPY
+2.0%

Since the filing became public, SHW outperformed SPY by +5.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

92 top-rated funds 16 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SHW
2K + Investors

Track Smart Money conviction in SHW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1673 1694 -1.24%
13F Shares 194M 203M -4.79%
Total Value $59.89B $63.83B -6.17%
New Positions 150 227 -77
Increased Positions 539 515 +24
Closed Positions 171 150 +21
Reduced Positions 725 696 +29
Total Calls 26 23 13.04%
Total Puts 31 26 19.23%
PUT/CALL Ratio 1.19 1.13 Neutral

Statistics: SHW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SHW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chartist Inc /Ca/ 39.97% 85,568 $55.6M
2 Obion Capital Management LP 8.69% 27,506 $8.8M
3 Dilation Capital Management LP 7.66% 47,590 $15.3M
4 Chilton Investment Co INC. 7.40% 983,714 $315.3M
5 Xn LP 6.73% 571,278 $183.1M
6 Spear Holdings RSC Ltd 6.70% 209,466 $67.1M
7 GFI Investment Counsel Ltd. 6.35% 144,831 $46.4M
8 Bancreek Capital Management, LP 5.72% 4,127 $1.3M
9 Brendel Financial Advisors LLC 5.29% 33,329 $10.7M
10 Lakeridge Wealth Management LLC 5.02% 36,433 $11.7M
11 PBCay One RSC Ltd 4.99% 209,468 $67.1M
12 Saybrook Capital /Nc 4.88% 56,492 $18.1M
13 Mosaic Advisors LLC 4.87% 9,641 $3.3M
14 Wilkinson Global Asset Management LLC 4.70% 192,396 $61.7M
15 Clio Asset Management LLC 4.62% 17,202 $5.5M
16 Belfer Management LLC 4.59% 856 $274K
17 Bristol Gate Capital Partners Inc. 4.34% 210,062 $67.3M
18 Mullaney, Keating & Wright, Inc. 4.25% 16,055 $6.1M
19 Western Reserve Capital Management, LLC 3.96% 15,047 $4.8M
20 Jensen Investment Management Inc 3.96% 626,286 $200.8M
21 S.E.E.D. Planning Group LLC 3.82% 41,063 $13.2M
22 Raub Brock Capital Management LP 3.79% 46,654 $15.0M
23 PineStone Asset Management Inc. 3.75% 1,666,393 $534.2M
24 11 Capital Partners LP 3.40% 36,951 $11.8M
25 Peninsula Asset Management Inc 3.22% 19,692 $6.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sherwin Williams Co (SHW)

What does the Smart Money Trend signal show for SHW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SHW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SHW?

More sellers than buyers — 44% buying: Last quarter: 907 funds reduced or exited vs 707 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SHW holders?

Elite ownership — 48% AUM from top-100 funds: 66 of 1679 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHW?

69% of holders stayed for 2+ years: 1,159 out of 1,687 hedge funds have held SHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sherwin Williams Co (SHW) following the 2026 Q1 hedge fund 13F filings?

As of today, SHW has moved +7.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.7%. Since the quarter end (March 31, 2026), SHW has gained +0.6% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →