Public record / Tickers / SNN

SNN — SMITH & NEPHEW PLC†

Both disclosure regimes on one name: who in Congress filed about SNN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
15
all PTR rows naming SNN
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
213
top-213 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $50.0K–$100K

SELL · traded 2015-05-27 → filed 2015-06-07. Ranked over every SNN row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SNN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SNN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-30 LATE·113d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-10 +34d$15K–$50K
2019-05-21Dean Phillips D–MN-3SELL partial (partial sale)Traded 04-04 LATE·47d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in SNN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SNN in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SNN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Bridgewater Associates $8.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SMITH & NEPHEW PLC

Merged timeline of congressional filings and notable-manager moves on SNN
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Bridgewater Associates 13FTRIM−36,850 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SNN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BANK OF MONTREAL /CAN/$71.3M1
2LMR Partners LLP$56.2M1
3TODD ASSET MANAGEMENT LLC$44.3M1
4MORGAN STANLEY$44.0M1
5BRANDES INVESTMENT PARTNERS, LP$42.7M1
6BANK OF AMERICA CORP /DE/$39.4M1
7DIMENSIONAL FUND ADVISORS LP$33.4M1
8CAUSEWAY CAPITAL MANAGEMENT LLC$30.3M1
9D. E. Shaw & Co., Inc.$29.0M1
10RAYMOND JAMES FINANCIAL INC$28.2M1
11NORTHERN TRUST CORP$25.9M1
12FMR LLC$19.2M1
13BlackRock, Inc.$18.1M1
14WELLS FARGO & COMPANY/MN$16.5M1
15ENVESTNET ASSET MANAGEMENT INC$14.7M1
16DEPRINCE RACE & ZOLLO INC$11.4M1
17ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.9M1
18ROYAL BANK OF CANADA$10.7M1
19UBS Group AG$10.4M1
20Quantinno Capital Management LP$8.8M1
21Bridgewater Associates, LP$8.8M1
22CLARK ESTATES INC/NY$7.0M1
23South Street Advisors LLC$6.8M1
24TOCQUEVILLE ASSET MANAGEMENT L.P.$6.6M1
25AMERICAN CENTURY COMPANIES INC$6.5M1
26Pathstone Holdings, LLC$6.4M1
27Moran Wealth Management, LLC$5.5M1
28Tidal Investments LLC$5.3M1
29SEI INVESTMENTS CO$4.1M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.4M1
31STATE STREET CORP$3.2M1
32Creative Planning$3.2M1
33Crossmark Global Holdings, Inc.$3.0M1
34Tower Research Capital LLC (TRC)$3.0M1
35CITADEL ADVISORS LLC$2.6M1
36QRG CAPITAL MANAGEMENT, INC.$2.6M1
37LPL Financial LLC$2.4M1
38Mariner, LLC$2.4M1
39JANE STREET GROUP, LLC$2.4M1
40Cinctive Capital Management LP$2.2M1
41OPPENHEIMER ASSET MANAGEMENT INC.$2.1M1
42Boston Partners$1.9M1
43EARNEST PARTNERS LLC$1.8M1
44EAGLE GLOBAL ADVISORS LLC$1.8M1
45&PARTNERS$1.8M1
46Perpetual Ltd$1.7M1
47Vestmark Advisory Solutions, Inc.$1.7M1
48STIFEL FINANCIAL CORP$1.6M1
49MERCER GLOBAL ADVISORS INC /ADV$1.5M1
50Quadrature Capital Ltd$1.4M1
51Callan Family Office, LLC$1.3M1
52FACTORY MUTUAL INSURANCE CO$1.3M1
53Aquatic Capital Management LLC$1.1M1
54O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.0M1
55Brooklyn Investment Group$998K1
56Focus Partners Wealth$989K1
57Vident Advisory, LLC$983K1
58Vanguard Personalized Indexing Management, LLC$867K1
59Cerity Partners LLC$866K1
60XTX Topco Ltd$852K1
61TRUSTMARK BANK TRUST DEPARTMENT$840K1
62Bleakley Financial Group, LLC$817K1
63Corient Private Wealth LLC$791K1
64Cetera Investment Advisers$771K1
65SummitTX Capital, L.P.$726K1
66ALPS ADVISORS INC$677K1
67MILLENNIUM MANAGEMENT LLC$659K1
68PCM Encore, LLC$655K1
69Centiva Capital, LP$648K1
70Strategic Global Advisors, LLC$622K1
71Orion Porfolio Solutions, LLC$610K1
72FIFTH THIRD BANCORP$604K1
73Legacy Wealth Asset Management, LLC$587K1
74BKM Wealth Management, LLC$587K1
75MML INVESTORS SERVICES, LLC$585K1
76WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$577K1
77NewEdge Wealth, LLC$575K1
78SCHARF INVESTMENTS, LLC$560K1
79Mitsubishi UFJ Asset Management Co., Ltd.$549K1
80Inspire Advisors, LLC$544K1
81EVERGREEN CAPITAL MANAGEMENT LLC$539K1
82AQR CAPITAL MANAGEMENT LLC$530K1
83US BANCORP \DE\$497K1
84SIGNATUREFD, LLC$479K1
85FIRST TRUST ADVISORS LP$469K1
86GeoWealth Management, LLC$452K1
87Sanctuary Advisors, LLC$450K1
88Vise Technologies, Inc.$446K1
89GC Wealth Management RIA, LLC$446K1
90QUADRANT CAPITAL GROUP LLC$426K1
91IEQ CAPITAL, LLC$424K1
92Sequoia Financial Advisors, LLC$422K1
93Heritage Investment Group, Inc.$418K1
94Atria Investments, Inc$412K1
95Atom Investors LP$392K1
96Laird Norton Wetherby Trust Company, LLC$390K1
97Gallacher Capital Management LLC$377K1
98Allspring Global Investments Holdings, LLC$359K1
99RITHOLTZ WEALTH MANAGEMENT$355K1
100HighTower Advisors, LLC$329K1
101Engineers Gate Manager LP$327K1
102TRUIST FINANCIAL CORP$311K1
103UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$302K1
104Qtron Investments LLC$294K1
105Inspire Investing, LLC$276K1
106Merit Financial Group, LLC$275K1
1071832 Asset Management L.P.$265K1
108DIVERSIFIED MANAGEMENT INC$263K1
109Savant Capital, LLC$259K1
110Trek Financial, LLC$254K1
111COMMONWEALTH EQUITY SERVICES, LLC$250K1
112EntryPoint Capital, LLC$242K1
113Seed Wealth Management, Inc.$241K1
114Aaron Wealth Advisors LLC$240K1
115Ridgewood Investments LLC$239K1
116Caprock Group, LLC$235K1
117Plan A Wealth LLC$235K1
118NewEdge Advisors, LLC$232K1
119EQUITY INVESTMENT CORP$230K1
120UNITED CAPITAL FINANCIAL ADVISORS, LLC$217K1
121Phillips Wealth Planners LLC$214K1
122MAI Capital Management$212K1
123Dynasty Wealth Management, LLC$201K1
124Pinnacle Wealth Planning Services, Inc.$201K1
125Federation des caisses Desjardins du Quebec$192K1
126CITIGROUP INC$185K1
127Advisors Asset Management, Inc.$171K1
128Rockefeller Capital Management L.P.$163K1
129Smartleaf Asset Management LLC$95.2K1
130NATIONAL BANK OF CANADA /FI/$83.1K1
131Blue Trust, Inc.$60.8K1
132OSAIC HOLDINGS, INC.$51.7K1
133Allworth Financial LP$48.4K1
134CWM, LLC$48.0K1
135Grove Bank & Trust$44.5K1
136TD Waterhouse Canada Inc.$42.7K1
137Frazier Financial Advisors, LLC$38.7K1
138Caitong International Asset Management Co., Ltd$38.6K1
139Opal Wealth Advisors, LLC$36.7K1
140WealthCollab, LLC$29.9K1
141NFSG Corp$25.4K1
142DELTA ASSET MANAGEMENT LLC/TN$23.8K1
143NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22.4K1
144Larson Financial Group LLC$19.1K1
145Owl Creek Wealth Partners LLC$15.7K1
146GROUP ONE TRADING LLC$11.8K1
147ASSETMARK, INC$11.7K1
148Parkside Financial Bank & Trust$10.0K1
149Destiny Wealth Partners, LLC$9.5K1
150Pinnacle Bancorp, Inc.$9.3K1
151Steward Partners Investment Advisory, LLC$9.2K1
152Physician Wealth Advisors, Inc.$8.3K1
153MONTAG A & ASSOCIATES INC$8.2K1
154UMB Bank, n.a.$7.9K1
155FINANCIAL CONSULATE, INC$5.0K1
156Harbor Asset Planning, Inc.$4.8K1
157Intentional Wealth Strategies, LLC$4.7K1
158WPG Advisers, LLC$4.5K1
159CVA Family Office, LLC$3.1K1
160True Wealth Design, LLC$3.0K1
161Retirement Wealth Solutions LLC$2.4K1
162Signature Equity Partners, LLC$2.1K1
163Bell Investment Advisors, Inc$2.0K1
164HRT FINANCIAL LP$1.9K1
165Sivik Global Healthcare LLC$1.6K1
166JNBA Financial Advisors$1.4K1
167NATIXIS ADVISORS, LLC$1.3K1
168American Capital Advisory, LLC$1.3K1
169TD Capital Management LLC$1.2K1
170JFS WEALTH ADVISORS, LLC$1.2K1
171Kilter Group LLC$7951
172Transamerica Financial Advisors, LLC$7091
173Manchester Capital Management LLC$6681
174MV CAPITAL MANAGEMENT, INC.$6681
175SJS Investment Consulting Inc.$6681
176Key FInancial Inc$6671
177Burk Holdings LLC$6361
178VAN ECK ASSOCIATES CORP$4611
179CENTRAL TRUST Co$4141
180PARK AVENUE SECURITIES LLC$3521
181SHP Wealth Management$3491
182MidFirst Bank$2861
183Glen Eagle Advisors, LLC$2831
184SALEM INVESTMENT COUNSELORS INC$2591
185Triumph Capital Management$1591
186Cassaday & Co Wealth Management LLC$1591
187Godfrey Financial Associates, Inc.$951
188Smithfield Trust Co$21
189NOMURA ASSET MANAGEMENT CO LTD$01
190Jefferies Financial Group Inc.— value not disclosed1
191GLENMEDE TRUST CO NA— value not disclosed1
192HEARTLAND ADVISORS INC— value not disclosed1
193CIBC Private Wealth Group LLC— value not disclosed1
194SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
195Verition Fund Management LLC— value not disclosed1
196OLD MISSION CAPITAL LLC— value not disclosed1
197DRW Securities, LLC— value not disclosed1
198Empirical Financial Services, LLC d.b.a. Empirical Wealth Management— value not disclosed1
199VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
200Schonfeld Strategic Advisors LLC— value not disclosed1
201Oliver Luxxe Assets LLC— value not disclosed1
202Intellectus Partners, LLC— value not disclosed1
203AlphaCore Capital LLC— value not disclosed1
204Garner Asset Management Corp— value not disclosed1
205Qube Research & Technologies Ltd— value not disclosed1
206MGO ONE SEVEN LLC— value not disclosed1
207Global Retirement Partners, LLC— value not disclosed1
208Farringdon Capital, Ltd.— value not disclosed1
209Kestra Advisory Services, LLC— value not disclosed1
210Optiver Holding B.V.— value not disclosed1
211SageView Advisory Group, LLC— value not disclosed1
212Concurrent Investment Advisors, LLC— value not disclosed1
213Quadcap Wealth Management, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 189 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SNN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SNN
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SNN · financials and macro

Financials — as filed PLANNED

SNN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SNN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing