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The Sherwin-Williams Company

SHW Materials
$318 $-7.7 (-2.36%)
Market Cap: $78.21 B
Gurus Holding
15
Popularity Rank
#108
% of Shares Held
2.13%
Net Activity (Q4 2025)
+$236.12 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 Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.67 B.

Top institutional holders include Andreas Halvorsen and Mairs and Power.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $236.12 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 279.0%. Conversely, Lee Ainslie reduced exposure by 25.9%.

Key Holders

Top 5 by Value

$152.16 M
$122.96 M
$92.13 M
$83.3 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$296.46 M
Total Buy Value
New Buys 4
Additions 6
-$60.34 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
10

FAQs for The Sherwin-Williams Company (SHW)

Major holders include Andreas Halvorsen ($1.03 B), Mairs and Power ($152.16 M), Steven Cohen ($122.96 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 5.24 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $236.12 M, with 10 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited SHW. The total reported sell value was $60.34 M.

Yes, 4 managers opened new positions in SHW, and 6 increased their existing holdings. The total reported buy value was $296.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.73% Add 10.1% 3,172,308 $1.03 B Q4 2025
1.46% Add 1.2% 469,592 $152.16 M Q4 2025
0.14% New Buy 379,477 $122.96 M Q4 2025
0.99% Reduce -25.9% 284,317 $92.13 M Q4 2025
0.28% Reduce -21.9% 257,083 $83.3 M Q4 2025
0.03% Add 52.7% 198,489 $64.32 M Q4 2025
0.77% Reduce -7.5% 181,411 $59.17 M Q4 2025
0.24% 94,172 $30.51 M Q4 2025
0.04% New Buy 84,780 $27.47 M Q4 2025
0.03% New Buy 44,846 $14.53 M Q4 2025
0.03% Add 279.0% 24,808 $8.04 M Q4 2025
0.04% New Buy 21,782 $7.06 M Q4 2025
0.02% Add 2.4% 19,119 $6.2 M Q4 2025
0.03% Add 0.6% 8,958 $2.9 M Q4 2025
0.00% Reduce -15.9% 1,160 $375,973 Q4 2025
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SEC Form