Institutional Holders (2026 Q2)
2K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SYK. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | First Western Trust Bank | 46.31% | 3,017,349 | $950.0M |
| 2 | Greenleaf Trust | 46.15% | 15,228,545 | $4.79B |
| 3 | CWS Financial Advisors, LLC | 17.00% | 243,264 | $76.6M |
| 4 | 626 Financial, LLC | 8.31% | 67,753 | $21.3M |
| 5 | Fundsmith Investment Services LTD. | 7.32% | 1,050,585 | $330.8M |
| 6 | Manitou Investment Management Ltd. | 6.86% | 117,276 | $36.9M |
| 7 | Fundsmith LLP | 6.72% | 2,913,833 | $917.4M |
| 8 | Bonness Enterprises Inc | 6.21% | 61,139 | $19.2M |
| 9 | C Partners Holding GmbH | 6.14% | 64,291 | $20.2M |
| 10 | Wormser Freres Gestion | 5.47% | 30,055 | $9.7M |
| 11 | Long Road Investment Counsel, LLC | 4.98% | 42,907 | $13.5M |
| 12 | Ardent Capital Management, Inc. | 4.63% | 35,359 | $11.1M |
| 13 | Stonehage Fleming Financial Services Holdings Ltd | 4.52% | 420,665 | $132.4M |
| 14 | Jensen Investment Management Inc | 4.50% | 589,670 | $185.7M |
| 15 | LDIC Inc. | 4.40% | 22,327 | $7.0M |
| 16 | Suncoast Equity Management | 4.18% | 105,926 | $33.3M |
| 17 | Sandhill Capital Partners LLC | 4.03% | 157,336 | $49.5M |
| 18 | Rempart Asset Management Inc. | 3.88% | 60,129 | $18.9M |
| 19 | Rit Capital Partners plc | 3.79% | 74,800 | $23.6M |
| 20 | Davis-Rea LTD. | 3.79% | 42,090 | $13.3M |
| 21 | Tandem Investment Advisors, Inc. | 3.77% | 178,927 | $56.3M |
| 22 | PUREfi Wealth, LLC | 3.69% | 21,356 | $6.7M |
| 23 | Cohen Capital Management, Inc. | 3.59% | 83,845 | $26.4M |
| 24 | Bath Savings Trust Co | 3.58% | 109,720 | $34.5M |
| 25 | Fenimore Asset Management Inc | 3.57% | 547,340 | $172.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|