Institutional Holders (2026 Q1)
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 | Greenleaf Trust | 51.45% | 15,938,070 | $5.24B |
| 2 | First Western Trust Bank | 50.10% | 3,019,453 | $992.2M |
| 3 | CWS Financial Advisors, LLC | 20.47% | 243,176 | $79.9M |
| 4 | 626 Financial, LLC | 10.87% | 74,212 | $24.4M |
| 5 | BlueSpruce Investments, LP | 10.33% | 198,397 | $65.2M |
| 6 | Fundsmith Investment Services LTD. | 8.85% | 1,185,850 | $389.7M |
| 7 | Fundsmith LLP | 7.84% | 3,061,416 | $1.01B |
| 8 | Bonness Enterprises Inc | 7.68% | 63,839 | $21.0M |
| 9 | Wormser Freres Gestion | 7.01% | 28,922 | $9.7M |
| 10 | Long Road Investment Counsel, LLC | 5.53% | 42,957 | $14.1M |
| 11 | Manitou Investment Management Ltd. | 5.42% | 83,464 | $27.4M |
| 12 | Parkman Healthcare Partners LLC | 5.24% | 154,771 | $50.9M |
| 13 | Stonehage Fleming Financial Services Holdings Ltd | 5.17% | 432,078 | $142.0M |
| 14 | Meridiem Capital Partners LP | 4.96% | 231,496 | $76.1M |
| 15 | PUREfi Wealth, LLC | 4.59% | 21,346 | $7.0M |
| 16 | Suncoast Equity Management | 4.58% | 116,187 | $38.2M |
| 17 | Ardent Capital Management, Inc. | 4.51% | 32,086 | $10.5M |
| 18 | Jensen Investment Management Inc | 4.51% | 696,367 | $228.8M |
| 19 | Cohen Capital Management, Inc. | 4.24% | 83,200 | $27.3M |
| 20 | Bey-Douglas LLC | 4.11% | 14,338 | $4.7M |
| 21 | Maimon Wealth Management LTD. | 4.02% | 12,298 | $4.3M |
| 22 | Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma | 3.90% | 1,148,633 | $389.6M |
| 23 | Bath Savings Trust Co | 3.90% | 111,077 | $36.5M |
| 24 | Cooke Wealth Management, LLC | 3.84% | 13,200 | $4.3M |
| 25 | Fenimore Asset Management Inc | 3.81% | 519,513 | $170.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|