HolderBook

SHERWIN WILLIAMS CO (SHW)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

64
Reporting holders
$124.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,685
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONFLUENCE INVESTMENT MANAGEMENT LLC$18.0M55,7620.30%16q-10.4%-$2.1M
CONGRESS ASSET MANAGEMENT CO$13.6M42,0330.09%32q-2.6%-$365.6K
S.E.E.D. Planning Group LLC$13.5M41,7893.31%3q-3.3%-$460.3K
Farther Finance Advisors, LLC$11.0M34,1040.08%16q+83.2%+$5.0M
Bath Savings Trust Co$9.8M30,4181.02%32q-5.7%-$592.6K
TOTH FINANCIAL ADVISORY CORP$9.5M29,3410.95%32qHELD
Stokes Capital Advisors, LLC$7.3M22,5711.60%32q-3.1%-$236.3K
CENTRAL BANK & TRUST CO$4.9M15,0310.69%32q-0.9%-$44.6K
SAPIENT CAPITAL LLC$3.0M9,1380.04%12q-49.9%-$2.9M
Global Wealth Strategies & Associates$2.5M7,7080.46%14qHELD
STABLEFORD CAPITAL II LLC$2.4M7,5510.85%14q+4.3%+$100.2K
GAMMA Investing LLC$2.3M7,2000.08%12q+11.6%+$241.8K
FIRST FINANCIAL BANK - TRUST DIVISION$1.8M5,6390.13%3qHELD
KFA Private Wealth Group, LLC$1.6M4,8050.37%6qHELD
CoreCap Advisors, LLC$1.5M4,5590.04%9q+1.2%+$16.8K
ACIMA PRIVATE WEALTH, LLC$1.3M4,1100.39%32qHELD
Dorato Capital Management$1.2M3,8650.81%4q+9.9%+$109.9K
TILIA FIDUCIARY PARTNERS, INC.$1.2M3,5940.27%20q+99.7%+$580.1K
Wedmont Private Capital$1.1M3,5340.03%16q+16.9%+$164.4K
ROCKLAND TRUST CO$1.1M3,4550.04%32q-0.7%-$8.4K
Atlas Brown,Inc.$1.1M3,3350.28%32qHELD
Gradient Investments LLC$1.0M3,2360.01%32q-8.2%-$93.4K
Greenfield Savings Bank$909.0K2,8120.34%18qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$852.5K2,6370.01%32q-6.9%-$63.4K
YHB Investment Advisors, Inc.$769.7K2,3810.05%23q-26.2%-$273.2K
CHICKASAW CAPITAL MANAGEMENT LLC$719.9K2,2270.03%12q-32.5%-$345.9K
PARK NATIONAL CORP /OH/$701.8K2,1710.02%32q-2.4%-$17.5K
Legacy Wealth Asset Management, LLC$685.0K2,1190.15%17q-25.1%-$229.5K
VALLEY WEALTH MANAGERS, INC.$683.1K2,1130.04%22q+6.3%+$40.7K
Apella Capital, LLC$682.0K2,1650.01%6q+23.8%+$131.0K
Everhart Financial Group, Inc.$624.6K1,9320.04%13q+3.3%+$20.0K
Valeo Financial Advisors, LLC$615.8K1,9050.01%16q+2.6%+$15.8K
Wealth Enhancement Trust Services, Inc.$589.0K1,8220.06%4q-40.0%-$393.4K
Versant Capital Management, Inc$521.1K1,6120.04%32q+43.4%+$157.8K
VISTA INVESTMENT PARTNERS LLC$490.7K1,5180.13%12qHELD
AMERICAN NATIONAL BANK & TRUST$481.0K1,4880.04%4q+97.6%+$237.6K
Legacy Private Trust Co.$451.0K1,3950.02%5qHELD
Avidian Wealth Enterprises, LLC$439.7K1,3600.01%10q+27.5%+$94.7K
Venture Visionary Partners LLC$391.4K1,2100.01%12q-45.9%-$331.6K
ARMSTRONG HENRY H ASSOCIATES INC$387.9K1,2000.03%25qHELD
Leverty Financial Group, LLC$382.8K1,1840.07%20qHELD
MassMutual Private Wealth & Trust, FSB$381.8K1,1810.01%32q+4.1%+$15.2K
RFG - Bristol Wealth Advisors, LLC$357.2K1,1050.09%8qHELD
New Covenant Trust Company, N.A.$280.9K8690.19%11q+5.8%+$15.5K
ARMSTRONG ADVISORY GROUP, INC$251.8K7790.02%16qHELD
Sound Income Strategies, LLC$234.1K7290.01%32qHELD
First Heartland Consultants, Inc.$217.9K6740.01%14qHELD
Rosenberg Matthew Hamilton$142.6K4410.03%27qHELD
Grove Bank & Trust$132.2K4090.01%16qHELD
Pacifica Partners Inc.$96.2K3000.03%24qHELD
Quintet Private Bank (Europe) S.A.$60.1K1860.00%newNEW
ELEVATION WEALTH PARTNERS, LLC$57.2K1770.02%5q+342.5%+$44.3K
EASTERN BANK$43.3K1340.00%9q+50.6%+$14.5K
Border to Coast Pensions Partnership Ltd$38.6K119,4510.53%8q+10.2%+$3.6K
Sarver Vrooman Wealth Advisors$32.3K1000.02%newNEW
GK Wealth Management LLC$25.3K780.01%newNEW
Mn Services Vermogensbeheer B.V.$22.1K68,2520.16%31qHELD
GoalVest Advisory LLC$17.5K540.00%newNEW
Bank of New Hampshire$14.5K450.00%19qHELD
Hickory Point Bank & Trust$12.9K400.01%3qHELD
Davis Capital Management$2.3K70.00%9qHELD
Planning Strategies Inc.$2.3K70.00%2q+75.0%
Retirement Wealth Solutions LLC$1.9K60.00%newNEW
Aventus Investment Advisors, Inc.$1.9K60.00%newNEW
Noble Wealth Management PBC$1.6K50.00%2qHELD
Paladin Partners, LLC$1.6K50.00%2qHELD
CX Institutional$1.1K3,3290.03%32q+2.2%
WoodTrust Financial Corp$7112,2000.09%5q+62.2%
JACOBS & CO/CA$2277050.02%12qHELD
Polaris Financial Partners$1474530.07%newFIRST

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-292026-09-24Material agreement entered Material agreement terminatedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-17Binns Justin TPresident, Glob. ArchitecturalSold13,500$4.8M
2026-08-07Jorgenrud Karl JPresident, Glob. IndustrialSold7,886$2.9M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202664$124.5M385,366619160.0%
Q2 20261,749$77.1B221,449,4581585046681.0%
Q1 20261,703$64.1B198,085,6711204876730.9%
Q4 20251,722$66.0B202,217,5311244776440.7%
Q3 20251,648$70.9B203,196,8101205015870.8%
Q2 20251,658$71.1B205,280,993985745400.8%
Q1 20251,663$71.5B202,800,2001165365861.0%
Q4 20241,687$70.0B203,787,4231035395281.0%
Q3 20241,650$76.3B198,047,4631854955670.9%
Q2 20241,540$60.5B200,626,4991035305150.8%
Q1 20241,587$73.6B210,018,7351594485801.0%
Q4 20231,517$65.1B205,900,0311404415191.4%
Q3 20231,409$51.5B199,448,0571184534581.1%
Q2 20231,367$53.2B199,064,6881314284390.8%
Q1 20231,303$46.3B204,475,442874204480.8%
Q4 20221,332$48.4B201,032,1291173994601.4%
Q3 20221,265$41.9B201,742,465913864521.3%
Q2 20221,316$45.8B201,360,812814274751.4%
Q1 20221,359$50.6B200,459,3871014534560.9%
Q4 20211,447$73.1B202,788,3151374384282.4%
Q3 20211,313$58.0B203,386,101924434061.9%
Q2 20211,315$56.4B203,023,6421101,130301.9%
Q1 20211,297$50.6B74,355,0951045343702.0%
Q4 20201,281$52.8B69,712,708934503552.4%
Q3 20201,196$50.0B70,394,2131254193502.0%
Q2 20201,121$40.7B69,579,8421533513641.2%
Q1 20201,039$33.0B70,864,076833453831.1%
Q4 20191,114$42.9B72,832,2131023173651.1%
Q3 20191,007$40.1B72,115,144943113521.2%
Q2 2019962$33.8B72,553,806883013151.8%
Q1 2019940$31.0B71,444,188883052930.7%
Q4 2018926$29.0B73,368,698917140.6%