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The Sherwin-Williams Company

SHW Materials
$310.12 +$2.42 (0.79%)
Market Cap: $76.04 B
Gurus Holding
14
Popularity Rank
#135
% of Shares Held
1.94%
Net Activity (Q1 2026)
-$158.84 M

Guru Ownership Trend

Guru Analysis for The Sherwin-Williams Company (SHW)

The Sherwin-Williams Company (SHW), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.47 B.

Top institutional holders include Andreas Halvorsen and Mairs and Power.

Institutional sentiment is currently Bearish. This is evidenced by a $158.84 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Steven Cohen reduced exposure by 85.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$44.26 M
Total Buy Value
New Buys 1
Additions 1
-$203.1 M
Total Sell Value
Reductions 10
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
12
Net Buyers
2

FAQs for The Sherwin-Williams Company (SHW)

Major holders include Andreas Halvorsen ($997.8 M), Mairs and Power ($140.32 M), Lee Ainslie ($125.6 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 4.75 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $158.84 M, with 2 managers increasing positions and 12 managers reducing holdings.

During the most recent reporting period, 10 managers trimmed their positions, while 2 fully exited SHW. The total reported sell value was $203.1 M.

Yes, 1 managers opened new positions in SHW, and 1 increased their existing holdings. The total reported buy value was $44.26 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.79% Reduce -1.9% 3,112,767 $997.8 M Q1 2026
1.43% Reduce -6.8% 437,760 $140.32 M Q1 2026
1.45% Add 37.8% 391,839 $125.6 M Q1 2026
0.36% 257,083 $82.41 M Q1 2026
0.77% Reduce -6.4% 169,723 $54.4 M Q1 2026
0.02% Reduce -27.0% 144,927 $46.09 M Q1 2026
0.25% 94,172 $30.19 M Q1 2026
0.02% Reduce -85.0% 56,973 $18.26 M Q1 2026
0.20% New Buy 30,556 $9.79 M Q1 2026
0.03% Reduce -27.5% 15,790 $5.06 M Q1 2026
0.01% Reduce -40.3% 14,815 $4.75 M Q1 2026
0.02% Reduce -40.6% 11,364 $3.64 M Q1 2026
0.03% Reduce -0.6% 8,908 $2.86 M Q1 2026
0.00% Reduce -7.1% 1,078 $345,646 Q1 2026
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