Follow-The-Filings

Security · featured owners

SHW Sherwin Williams Co.

Materials COM Equity as of 2026 Q2 among managers we track

  • 9 Owners
  • #124
  • Max 4.5%
  • Master 0.14%
  • $2.4B
  • 5 add 1 reduce 1 exit

SHW (Sherwin Williams Co.) is held in 9 featured 13F books as of 2026 Q2. Jensen Investment Management is the largest tracked holder by portfolio weight (4.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.5% (Jensen Investment Management) · not free-float ownership

  1. Jensen Investment Management reduce 4.5%
  2. Andreas Halvorsen add 3.8%
  3. Lee Ainslie add 1.8%
  4. Mairs & Power add 1.4%
  5. Dan Sundheim add 1.2%
  6. Torray Investment Partners add 0.57%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Andreas Halvorsen - Viking Global Investors 2026 Q2 3.8% Add +24.5% 3,875,879 $1.3B history
Dan Sundheim - D1 Capital Partners 2026 Q2 1.2% Add +164.4% 1,252,471 $431M history
Lee Ainslie - Maverick Capital 2026 Q2 1.8% Add +46.7% 575,013 $198M history
Jensen Investment Management 2026 Q2 4.5% Reduce −13.9% 539,035 $186M history
Mairs & Power 2026 Q2 1.4% Add +0.6% 440,586 $152M history
Chase Coleman - Tiger Global Management 2026 Q2 0.37% Hold 257,083 $89M history
Thomas Gayner - Markel Group 2026 Q2 0.25% Hold 94,172 $32M history
Torray Investment Partners 2026 Q2 0.57% Add +4.8% 12,175 $4M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.01% Hold 36 $12K history
Ron Baron - Bamco Inc. (Baron Capital) exited 2026 Q2 last 2026 Q1 0.07% Exit −0.07% 70,846 $23M history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01
10-Q
8-K 1.01,2.03,9.01
8-K 2.02,9.01
10-Q
8-K 5.07
DEFA14A
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 8 rows shown

Filed Form Detail Links
4 Period Aug 17, 2026
4 Period Aug 7, 2026
4 Period Jul 6, 2026 · 4 forms
4 Period Apr 6, 2026 · 4 forms
4 Period Feb 24, 2026
4 Period Feb 17, 2026 · 11 forms
4 Period Feb 13, 2026 · 2 forms
4 Period Feb 17, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $23.05B $23.1B $23.57B
Gross profit $10.76B $11.2B $11.52B
Gross margin * 46.7% 48.5% 48.8%
Net income $2.39B $2.68B $2.57B
Net margin * 10.4% 11.6% 10.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.51B $5.4B $6.01B
Total non-current assets * $17.44B $18.23B $19.89B
Total assets $22.95B $23.63B $25.9B
Total current liabilities $6.63B $6.81B $6.92B
Total equity $3.72B $4.05B $4.6B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.52B $3.15B $3.45B
Cash from investing -$1.04B -$1.2B -$2.07B
Cash from financing -$2.42B -$2.02B -$1.38B
Net change in cash $78M -$66.4M -$3.2M

ownership over time

filing count by report period · click a bar for that quarter’s holders