Sherwin-williams Co/the (SHW) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

SHW ranks #188 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SHW is a top-conviction position for Xn LP — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SHW belongs to BlackRock, Inc., but the position matters far more to Xn LP, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its SHW position for two straight quarters, increasing it by $55.9M to reach $124.1M today.

Beacon Investment Advisory Services, Inc. has trimmed its SHW position for two straight quarters, cutting it by $18.7M while still holding $2.0M.

SHW is up 3.8% today, and institutions have been net buyers of $29.8B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SHW posted net income of $2.7B over the trailing twelve months, and currently trades at a P/E of 31.4.

• Profitable — net income of $2.7B over the trailing twelve months
• Revenue grew 5.8% year over year
• Net income improved year over year, from $2.5B to $2.7B
• Generated $3.5B in positive operating cash flow
• Current ratio of 0.87x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting