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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.6 B.
Top institutional holders include Andreas Halvorsen and Mairs and Power.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $124.79 M net inflow during the quarter.
Recent activity highlights Lee Ainslie who dramatically increased their stake. Conversely, Chase Coleman reduced exposure by 72.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.59% | Add 47.2% | 2,881,091 | $997.61 M | Q3 2025 | |
| 1.51% | Add 0.7% | 464,043 | $160.68 M | Q3 2025 | |
| 1.77% | Add 22375.8% | 383,437 | $132.77 M | Q3 2025 | |
| 0.35% | Reduce -72.7% | 329,175 | $113.98 M | Q3 2025 | |
| 0.87% | Reduce -6.1% | 196,106 | $67.9 M | Q3 2025 | |
| 0.03% | Reduce -25.4% | 129,989 | $44.66 M | Q3 2025 | |
| 0.26% | 94,172 | $32.61 M | Q3 2025 | ||
| 0.03% | New Buy | 18,673 | $6.47 M | Q3 2025 | |
| 0.03% | Add 2.8% | 8,907 | $3.08 M | Q3 2025 | |
| 0.01% | Reduce -53.7% | 6,546 | $2.27 M | Q3 2025 | |
| 0.00% | Add 4.6% | 1,380 | $478,060 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Sherwin-Williams Company (SHW)
Major holders include Andreas Halvorsen ($997.61 M), Mairs and Power ($160.68 M), Lee Ainslie ($132.77 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.51 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $124.79 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SHW. The total reported sell value was $334.86 M.
Yes, 1 managers opened new positions in SHW, and 5 increased their existing holdings. The total reported buy value was $459.65 M.