Funds holding Smith & Nephew PLC
ISIN US83175M2052 · United Kingdom · LEI 213800ZTMDN8S67S1H61
- Fund holders
- 37
- Of which ETFs
- 9 28 other funds
- Value held
- ≈ 85.8M $ 85.7M $ · 89.4K €
This issuer has other securities: Smith & Nephew PLC (GB0009223206)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 333,428 | 9.9M $ | 0.01 % | as of May 31, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 273,638 | 8.6M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Brandes International ETF 2023 ETF Series Trust | 256,404 | 7.4M $ | 1.51 % | as of Jun 30, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 248,696 | 7.4M $ | 0.04 % | as of May 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 201,147 | 5.8M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 186,814 | 5.9M $ | 1.47 % | as of Jul 31, 2026 ↗ |
| Buffalo International Fund Buffalo Funds | 154,254 | 4.4M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 150,211 | 4.7M $ | 1.38 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 147,004 | 4.2M $ | 0.38 % | as of Jun 30, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 98,140 | 2.8M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 89,775 | 2.8M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 79,406 | 2.3M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 73,675 | 2.2M $ | 0.21 % | as of May 31, 2026 ↗ |
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 69,296 | 2.2M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Steward Values Enhanced International Fund Steward Funds Inc | 66,502 | 2.1M $ | 0.62 % | as of Jul 31, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 55,400 | 1.6M $ | 0.67 % | as of Jun 30, 2026 ↗ |
| AMG River Road Focused Absolute Value Fund AMG Funds IV | 55,193 | 1.7M $ | 3.83 % | as of Jul 31, 2026 ↗ |
| LARGE CAP INTERNATIONAL PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 47,818 | 1.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 41,033 | 1.3M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers International Fund Fidelity Rutland Square Trust II | 35,532 | 1.1M $ | 0.00 % | as of May 31, 2026 ↗ |
| World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,923 | 881.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional World ex U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 25,407 | 801.8K $ | 0.33 % | as of Jul 31, 2026 ↗ |
| AMG River Road Dividend All Cap Value Fund AMG Funds IV | 23,656 | 746.6K $ | 1.10 % | as of Jul 31, 2026 ↗ |
| ALPS Disruptive Technologies ETF ALPS ETF TRUST | 20,169 | 598.8K $ | 0.80 % | as of May 31, 2026 ↗ |
| World ex U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,009 | 599.9K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 14,512 | 430.9K $ | 0.04 % | as of May 31, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 12,291 | 364.9K $ | 0.08 % | as of May 31, 2026 ↗ |
| AAM Todd International Intrinsic Value ETF ETF Series Solutions | 10,644 | 335.9K $ | 1.02 % | as of Jul 31, 2026 ↗ |
| Parvin Hedged Equity Solari World Fund MSS Series Trust | 9,500 | 282.1K $ | 2.10 % | as of May 31, 2026 ↗ |
| LVIP Dimensional International Core Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,212 | 179K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA International Core Equity Fund JNL Series Trust | 5,488 | 158.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SP Funds S&P World (ex-US) ETF SP Funds Trust | 4,327 | 136.6K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Quantified Global Fund Advisors Preferred Trust | 3,180 | 91.6K $ | 1.20 % | as of Jun 30, 2026 ↗ |
| Allspring LT Large Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 1,638 | 51.7K $ | 0.62 % | as of Jul 31, 2026 ↗ |
| Allspring Managed Account CoreBuilder Shares Series EPI ALLSPRING FUNDS TRUST | 804 | 23.2K $ | 0.60 % | as of Jun 30, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1 | 31.6 $ | as of Jul 31, 2026 ↗ | |
| AGAVE, FI DUX INVERSORES, SGIIC, S.A. | 89.4K € | 0.17 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AMG River Road Focused Absolute Value Fund AMG Funds IV | 3.83 % | as of Jul 31, 2026 ↗ |
| Parvin Hedged Equity Solari World Fund MSS Series Trust | 2.10 % | as of May 31, 2026 ↗ |
| Brandes International ETF 2023 ETF Series Trust | 1.51 % | as of Jun 30, 2026 ↗ |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 1.47 % | as of Jul 31, 2026 ↗ |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 1.38 % | as of Jul 31, 2026 ↗ |
| Quantified Global Fund Advisors Preferred Trust | 1.20 % | as of Jun 30, 2026 ↗ |
| AMG River Road Dividend All Cap Value Fund AMG Funds IV | 1.10 % | as of Jul 31, 2026 ↗ |
| AAM Todd International Intrinsic Value ETF ETF Series Solutions | 1.02 % | as of Jul 31, 2026 ↗ |
| ALPS Disruptive Technologies ETF ALPS ETF TRUST | 0.80 % | as of May 31, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 0.67 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 36 | 0 | 2,848,127 | +12.2 % |
| 2026Q2 | 36 | 0 | 2,537,983 | -15.0 % |
| 2026Q1 | 36 | -3 | 2,987,288 | -8.5 % |
| 2025Q4 | 39 | +3 | 3,264,386 | +0.8 % |
| 2025Q3 | 36 | +5 | 3,237,281 | -17.1 % |
| 2025Q2 | 31 | -5 | 3,902,725 | -25.3 % |
| 2025Q1 | 36 | +2 | 5,222,696 | -11.2 % |
| 2024Q4 | 34 | +3 | 5,882,202 | +13.3 % |
| 2024Q3 | 31 | 0 | 5,192,021 | +2.0 % |
| 2024Q2 | 31 | +5 | 5,091,379 | +80.5 % |
| 2024Q1 | 26 | -17 | 2,820,399 | -58.4 % |
| 2023Q4 | 43 | 6,775,989 |
Institutional managers
275 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| River Road Asset Management, LLC | 3,241,750 | 103M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,463,100 | 78.3M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 2,243,019 | 71.3M $ | as of Mar 31, 2026 |
| LMR Partners LLP | 1,767,872 | 56.2M $ | as of Mar 31, 2026 |
| TODD ASSET MANAGEMENT LLC | 1,393,322 | 44.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,385,210 | 44M $ | as of Mar 31, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | 1,342,198 | 42.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,240,440 | 39.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,052,747 | 33.4M $ | as of Mar 31, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 953,146 | 30.3M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 911,727 | 29M $ | as of Mar 31, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 905,100 | 28.8K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 888,245 | 28.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 814,945 | 25.9M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 738,922 | 23.5M $ | as of Mar 31, 2026 |
| FMR LLC | 605,513 | 19.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 568,299 | 18.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 517,651 | 16.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 463,472 | 14.7M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 360,049 | 11.4M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 343,482 | 10.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 337,118 | 10.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 326,304 | 10.4M $ | as of Mar 31, 2026 |
| ABC ARBITRAGE SA | 290,681 | 9.2M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 278,224 | 8.8M $ | as of Mar 31, 2026 |
Declared shareholders of Smith & Nephew PLC
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Cevian Capital II GP Limited | 14.18 % | 119,179,419 | as of Jul 23, 2026 · SCHEDULE 13D |
Funds holding the debt of Smith & Nephew PLC
139 funds declare 170 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Funds holding Smith & Nephew PLC". https://titelia.com/en/stocks/smith-nephew-plc-US83175M2052