SNN Institutional Ownership
Smith & Nephew plc
1W: +2.7%
1M: +12.5%
3M: -6.7%
YTD: -5.9%
1Y: -15.5%
3Y: +45.4%
5Y: -2.9%
$30.10
-0.37 (-1.21%)
Weekly Expected Move ±3.7%
$29
$30
$31
$32
$33
Credit Risk of going bust: lower than 72% of companies Debt: 22.9% of company value Bonds: $65.7M held by 141 funds, 84 bp over Treasuries → details ▾
If the stock fell to about $0.58 (down 98%), Smith & Nephew plc would be worth roughly what it owes.
Total debt $3.79B against a stock market value of $12.72B.
Distance to default 7.89 (Merton model): prices to 2026-10-27, balance sheet 2026-06-27, debt counted $2.05B (short-term plus half of long-term), stock volatility 29.0%; Altman Z'' 4.54. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $3.79B against a stock market value of $12.72B.
Distance to default 7.89 (Merton model): prices to 2026-10-27, balance sheet 2026-06-27, debt counted $2.05B (short-term plus half of long-term), stock volatility 29.0%; Altman Z'' 4.54. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SNN
320
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
44
New Positions
126
Increased
104
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (351 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | River Road Asset Management, LLC | 3,221,876 | $97M | -19,874 | -0.6% | 8Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 3,069,598 | $92M | +606,498 | +24.6% | 15Q | SEC ↗ |
| 3 | BRANDES INVESTMENT PARTNERS, LP | 2,148,731 | $65M | +806,533 | +60.1% | 11Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,837,261 | $55M | +784,514 | +74.5% | 74Q | SEC ↗ |
| 5 | LMR Partners LLP | 1,767,872 | $53M | — | +0.0% | 2Q | SEC ↗ |
| 6 | CAUSEWAY CAPITAL MANAGEMENT LLC | 1,565,167 | $47M | +612,021 | +64.2% | 7Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1,375,531 | $41M | +857,880 | +165.7% | 100Q | SEC ↗ |
| 8 | TODD ASSET MANAGEMENT LLC | 1,251,905 | $38M | -141,417 | -10.1% | 4Q | SEC ↗ |
| 9 | MORGAN STANLEY | 1,204,463 | $36M | -180,747 | -13.0% | 60Q | SEC ↗ |
| 10 | BANK OF MONTREAL /CAN | 1,145,234 | $34M | -1,097,785 | -48.9% | 53Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 993,928 | $30M | +178,983 | +22.0% | 83Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 920,154 | $28M | +31,909 | +3.6% | 7Q | SEC ↗ |
| 13 | TEACHERS RETIREMENT SYSTEM OF THE STAT | 813,500 | $24M | -91,600 | -10.1% | 4Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 653,939 | $20M | -586,501 | -47.3% | 15Q | SEC ↗ |
| 15 | BlackRock, Inc. | 623,933 | $19M | +55,634 | +9.8% | 8Q | SEC ↗ |
| 16 | MILLENNIUM MANAGEMENT LLC | 620,524 | $19M | +599,784 | +2891.9% | 7Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 603,230 | $18M | +139,758 | +30.2% | 76Q | SEC ↗ |
| 18 | FMR LLC | 598,892 | $18M | -6,621 | -1.1% | 32Q | SEC ↗ |
| 19 | D. E. Shaw & Co., Inc. | 542,865 | $16M | -368,862 | -40.5% | 8Q | SEC ↗ |
| 20 | Connor, Clark & Lunn Investment Manage NEW | 487,774 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 455,186 | $14M | -283,736 | -38.4% | 7Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 453,760 | $14M | +116,642 | +34.6% | 69Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 428,494 | $13M | +279,854 | +188.3% | 49Q | SEC ↗ |
| 24 | Allspring Global Investments Holdings, | 389,213 | $12M | +378,038 | +3382.9% | 6Q | SEC ↗ |
| 25 | ABC ARBITRAGE SA | 375,682 | $11M | +85,001 | +29.2% | 7Q | SEC ↗ |
| 26 | DEPRINCE RACE & ZOLLO INC | 323,145 | $10M | -36,904 | -10.2% | 16Q | SEC ↗ |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 316,909 | $10M | -26,573 | -7.7% | 4Q | SEC ↗ |
| 28 | Tower Research Capital LLC (TRC) | 301,051 | $9M | +207,740 | +222.6% | 25Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 295,875 | $9M | +220,488 | +292.5% | 7Q | SEC ↗ |
| 30 | AMERICAN CENTURY COMPANIES INC | 288,901 | $9M | +84,245 | +41.2% | 15Q | SEC ↗ |
| 31 | HRT FINANCIAL LP | 281,007 | $8M | +221,807 | +374.7% | 6Q | SEC ↗ |
| 32 | Lorne Steinberg Wealth Management Inc. | 274,176 | $8M | +7,796 | +2.9% | 16Q | SEC ↗ |
| 33 | Tidal Investments LLC | 267,513 | $8M | +100,565 | +60.2% | 4Q | SEC ↗ |
| 34 | Pathstone Holdings, LLC | 266,969 | $8M | +66,404 | +33.1% | 11Q | SEC ↗ |
| 35 | Quantinno Capital Management LP | 266,500 | $8M | -11,724 | -4.2% | 13Q | SEC ↗ |
| 36 | Bridgewater Associates, LP | 263,854 | $8M | -11,607 | -4.2% | 21Q | SEC ↗ |
| 37 | OLD MISSION CAPITAL LLC NEW | 248,742 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 38 | South Street Advisors LLC | 230,079 | $7M | +14,759 | +6.9% | 2Q | SEC ↗ |
| 39 | UBS Group AG | 226,086 | $7M | -100,218 | -30.7% | 47Q | SEC ↗ |
| 40 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 203,174 | $6M | -5,823 | -2.8% | 11Q | SEC ↗ |
| 41 | Moran Wealth Management, LLC | 188,590 | $6M | +15,241 | +8.8% | 11Q | SEC ↗ |
| 42 | SEI INVESTMENTS CO | 176,642 | $5M | +48,923 | +38.3% | 15Q | SEC ↗ |
| 43 | XTX Topco Ltd | 157,155 | $5M | +130,358 | +486.5% | 4Q | SEC ↗ |
| 44 | KORNITZER CAPITAL MANAGEMENT INC /KS | 154,254 | $5M | — | +0.0% | 71Q | SEC ↗ |
| 45 | NEW YORK STATE COMMON RETIREMENT FUND | 152,723 | $5M | -711 | -0.5% | 9Q | SEC ↗ |
| 46 | Henry James International Management I | 149,903 | $5M | -3 | -0.0% | 32Q | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 145,877 | $4M | -47,114 | -24.4% | 16Q | SEC ↗ |
| 48 | CLARK ESTATES INC/NY | 143,500 | $4M | -76,500 | -34.8% | 14Q | SEC ↗ |
| 49 | Creative Planning | 123,986 | $4M | +23,800 | +23.8% | 14Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 109,333 | $3M | +28,716 | +35.6% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Connor, Clark & Lunn Investment Man | 487,774 | $15M |
| OLD MISSION CAPITAL LLC | 248,742 | $7M |
| Sixth Street Partners Management Co | 83,910 | $3M |
| Entropy Technologies, LP | 35,880 | $1M |
| Nuveen, LLC | 35,758 | $1M |
| TWO SIGMA INVESTMENTS, LP | 21,562 | $649K |
| WINTON GROUP Ltd | 17,700 | $533K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 17,018 | $512K |
| Virtu Financial LLC | 16,081 | $484K |
| Bridgefront Capital, LLC | 13,846 | $417K |
| Concurrent Investment Advisors, LLC | 10,873 | $327K |
| OpenArc Corporate Advisory, LLC | 10,417 | $314K |
| Ashton Thomas Private Wealth, LLC | 9,249 | $278K |
| Ballentine Partners, LLC | 7,144 | $215K |
| First Affirmative Financial Network | 5,742 | $173K |
| Advisors Preferred, LLC | 4,327 | $130K |
| Sunbelt Securities, Inc. | 2,908 | $88K |
| Global Retirement Partners, LLC | 1,926 | $58K |
| Clearstead Advisors, LLC | 1,417 | $43K |
| Silver Grove Financial Group, Inc. | 569 | $17K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HEARTLAND ADVISORS INC | 300,567 | $9M |
| Transmarket Holdings LP | 241,032 | $7M |
| Optiver Holding B.V. | 182,262 | $5M |
| Oliver Luxxe Assets LLC | 181,116 | $5M |
| Cinctive Capital Management LP | 69,891 | $2M |
| Schonfeld Strategic Advisors LLC | 61,042 | $2M |
| ASHTON THOMAS SECURITIES, LLC | 45,243 | $1M |
| Qube Research & Technologies Ltd | 37,302 | $1M |
| Aquatic Capital Management LLC | 34,875 | $1M |
| DRW Securities, LLC | 34,674 | $1M |
| Farringdon Capital, Ltd. | 33,809 | $1M |
| BARCLAYS PLC | 32,655 | $983K |
| TRUSTMARK BANK TRUST DEPARTMENT | 26,435 | $796K |
| SG Americas Securities, LLC | 24,284 | $731K |
| Centiva Capital, LP | 20,386 | $614K |
| MGO ONE SEVEN LLC | 15,426 | $464K |
| MARSHALL WACE, LLP | 12,693 | $382K |
| Verition Fund Management LLC | 12,324 | $371K |
| SATURNA CAPITAL CORP | 12,303 | $370K |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 10,050 | $303K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +857,880 | +165.7% | 1,375,531 |
| BRANDES INVESTMENT PARTNERS, LP | +806,533 | +60.1% | 2,148,731 |
| DIMENSIONAL FUND ADVISORS LP | +784,514 | +74.5% | 1,837,261 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | +612,021 | +64.2% | 1,565,167 |
| GOLDMAN SACHS GROUP INC | +606,498 | +24.6% | 3,069,598 |
| MILLENNIUM MANAGEMENT LLC | +599,784 | +2891.9% | 620,524 |
| Allspring Global Investments Holdin | +378,038 | +3382.9% | 389,213 |
| JPMORGAN CHASE & CO | +279,854 | +188.3% | 428,494 |
| HRT FINANCIAL LP | +221,807 | +374.7% | 281,007 |
| JANE STREET GROUP, LLC | +220,488 | +292.5% | 295,875 |
| Tower Research Capital LLC (TRC) | +207,740 | +222.6% | 301,051 |
| NORTHERN TRUST CORP | +178,983 | +22.0% | 993,928 |
| ENVESTNET ASSET MANAGEMENT INC | +139,758 | +30.2% | 603,230 |
| XTX Topco Ltd | +130,358 | +486.5% | 157,155 |
| ROYAL BANK OF CANADA | +116,642 | +34.6% | 453,760 |
| Tidal Investments LLC | +100,565 | +60.2% | 267,513 |
| ABC ARBITRAGE SA | +85,001 | +29.2% | 375,682 |
| AMERICAN CENTURY COMPANIES INC | +84,245 | +41.2% | 288,901 |
| Pathstone Holdings, LLC | +66,404 | +33.1% | 266,969 |
| CAPITAL FUND MANAGEMENT S.A. | +58,961 | +320.0% | 77,389 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF MONTREAL /CAN | -1,097,785 | -48.9% | 1,145,234 |
| BANK OF AMERICA CORP /DE | -586,501 | -47.3% | 653,939 |
| D. E. Shaw & Co., Inc. | -368,862 | -40.5% | 542,865 |
| BNP PARIBAS FINANCIAL MARKETS | -283,736 | -38.4% | 455,186 |
| MORGAN STANLEY | -180,747 | -13.0% | 1,204,463 |
| TODD ASSET MANAGEMENT LLC | -141,417 | -10.1% | 1,251,905 |
| UBS Group AG | -100,218 | -30.7% | 226,086 |
| TEACHERS RETIREMENT SYSTEM OF THE S | -91,600 | -10.1% | 813,500 |
| CLARK ESTATES INC/NY | -76,500 | -34.8% | 143,500 |
| Russell Investments Group, Ltd. | -47,114 | -24.4% | 145,877 |
| DEPRINCE RACE & ZOLLO INC | -36,904 | -10.2% | 323,145 |
| Quadrature Capital Ltd | -34,188 | -76.4% | 10,542 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -26,573 | -7.7% | 316,909 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -21,681 | -20.5% | 83,910 |
| River Road Asset Management, LLC | -19,874 | -0.6% | 3,221,876 |
| Mariner, LLC | -12,243 | -16.2% | 63,317 |
| Quantinno Capital Management LP | -11,724 | -4.2% | 266,500 |
| Bridgewater Associates, LP | -11,607 | -4.2% | 263,854 |
| STATE STREET CORP | -11,459 | -11.5% | 88,467 |
| NewEdge Advisors, LLC | -7,160 | -98.1% | 137 |