STOCK TITAN

Bank of America reports 3.172736% voting stake in Smith & Nephew (NYSE: SNN)

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Smith & Nephew plc discloses a TR-1 notification that an investor group controlled by Bank of America Corporation holds 3.172736% of its voting rights. This comprises 2.402237% through shares representing 20,216,881 voting rights and 0.770499% through financial instruments over 6,484,406 voting rights, for 26,701,287 voting rights in total.

The financial instruments position includes a Right to Recall over 450,000 voting rights and multiple cash-settled swap positions totaling 6,034,406 voting rights with expiration dates between 2026 and 2030.

Positive

  • None.

Negative

  • None.
Total voting rights percentage 3.172736% Total of both shares and financial instruments when threshold was crossed or reached
Voting rights via shares 2.402237% Percent of voting rights attached to shares, Sub Total 8.A
Voting rights via financial instruments 0.770499% Percent of voting rights through financial instruments, totals of 8.B1 and 8.B2
Total voting rights held 26,701,287 Total number of voting rights held in the issuer corresponding to the 3.172736% holding
Voting rights attached to shares 20,216,881 Sub Total 8.A voting rights attached to shares representing 2.402237% of voting rights
Right to Recall voting rights 450,000 Number of voting rights that may be acquired via Right to Recall, Sub Total 8.B1
Swaps voting rights total 6,034,406 Sub Total 8.B2 voting rights from cash-settled swaps with similar economic effect
TR-1: Standard form for notification of major holdings regulatory
"TR-1: Standard form for notification of major holdings 1. Issuer Details"
voting rights attached to shares financial
"% of voting rights attached to shares (total of 8.A)"
Financial Instruments with similar economic effect financial
"Financial Instruments with similar economic effect according to (DTR5.3.1R.(1) (b))"
Right to Recall financial
"Type of financial instrument | Expiration date | ... | Right to Recall"
ultimate controlling person regulatory
"Information in relation to the person subject to the notification obligation Ultimate controlling person"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Smith & Nephew (SNN) voting rights is reported in this TR-1 notification?

The TR-1 states that entities controlled by Bank of America Corporation hold 3.172736% of Smith & Nephew voting rights, combining 2.402237% from shares and 0.770499% from financial instruments, for 26,701,287 total voting rights in the issuer.

How are Smith & Nephew (SNN) voting rights split between shares and financial instruments?

The position consists of 2.402237% of Smith & Nephew voting rights attached to shares, covering 20,216,881 voting rights, and 0.770499% through financial instruments over 6,484,406 voting rights, together amounting to 3.172736% of the company’s voting rights.

What financial instruments over Smith & Nephew (SNN) are included in the TR-1 holding?

The financial instruments section shows a Right to Recall over 450,000 voting rights and multiple cash-settled swaps totaling 6,034,406 voting rights, with various expiration dates running from 2026 through 2030, together representing 0.770499% of voting rights.

Who is identified as the ultimate controlling person in the Smith & Nephew (SNN) TR-1 notification?

The notification identifies Bank of America Corporation as the ultimate controlling person, with controlled undertakings including Bank of America, National Association, BofA Securities, Inc. and U.S. Trust Co of Delaware listed in the group structure table.

What is the total number of Smith & Nephew (SNN) voting rights held under this major holding?

The TR-1 records a total of 26,701,287 Smith & Nephew voting rights held. This reflects 20,216,881 voting rights attached to shares and 6,484,406 voting rights linked to financial instruments, corresponding to a combined holding of 3.172736% of voting rights.

 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
Form 6-K
 
Report of Foreign Private Issuer
Pursuant to Rule 13a-16 or 15d-16 under the
Securities Exchange Act of 1934
 
July 22, 2026
 
Commission File Number 001-14978
 
SMITH & NEPHEW plc
(Registrant’s name)
 
Building 5, Croxley Park, Hatters Lane
Watford, England, WD18 8YE
 (Address of principal executive office)
 
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
 
Form 20-F           Form 40-F __
 
 
 
 

TR-1: Standard form for notification of major holdings
 
1. Issuer Details
 
ISIN
 
GB0009223206
 
Issuer Name
 
SMITH & NEPHEW PLC
 
UK or Non-UK Issuer
 
UK
 
2. Reason for Notification
 
An acquisition or disposal of voting rights; An acquisition or disposal of financial instruments
 
3. Details of person subject to the notification obligation
 
Name
 
Bank of America Corporation
 
City of registered office (if applicable)
 
Wilmington
 
Country of registered office (if applicable)
 
United States
 
4. Details of the shareholder
 
Full name of shareholder(s) if different from the person(s) subject to the notification obligation, above
 
 
 
City of registered office (if applicable)
 
 
 
Country of registered office (if applicable)
 
 
 
5. Date on which the threshold was crossed or reached
 
20-Jul-2026
 
6. Date on which Issuer notified
 
21-Jul-2026
 
7. Total positions of person(s) subject to the notification obligation
 
 
% of voting rights attached to shares (total of 8.A)
 
% of voting rights through financial instruments (total of 8.B 1 + 8.B 2)
Total of both in % (8.A + 8.B)
 
Total number of voting rights held in issuer
 
Resulting situation on the date on which threshold was crossed or reached
 
2.402237
 
0.770499
 
3.172736
 
26701287
 
Position of previous notification (if applicable)
 
 
 
 
 
 
8. Notified details of the resulting situation on the date on which the threshold was crossed or reached
 
8A. Voting rights attached to shares
 
Class/Type of shares ISIN code(if possible)
 
Number of direct voting rights (DTR5.1)
 
Number of indirect voting rights (DTR5.2.1)
 
% of direct voting rights (DTR5.1)
 
% of indirect voting rights (DTR5.2.1)
 
GB0009223206
 
 
139949
 
 
0.016629
 
US83175M2052
 
 
20076932
 
 
2.385608
 
   Sub Total 8.A
20216881
 
2.402237%
 
 
8B1. Financial Instruments according to (DTR5.3.1R.(1) (a))
 
Type of financial instrument
 
Expiration date
 
Exercise/conversion period
 
Number of voting rights that may be acquired if the instrument is exercised/converted
% of voting rights
 
Right to Recall
 
n/a
 
n/a
 
450000
 
0.053471
 
    Sub Total 8.B1
 
450000
 
0.053471%
 
 
8B2. Financial Instruments with similar economic effect according to (DTR5.3.1R.(1) (b))
 
Type of financial instrument
 
Expiration date
 
Exercise/conversion period
 
Physical or cash settlement
 
Number of voting rights
 
% of voting rights
 
Swaps
 
15/10/2027
 
n/a
 
Cash
 
987
 
0.000117
 
Swaps
 
31/07/2026
 
n/a
 
Cash
 
97255
 
0.011556
 
Swaps
 
05/05/2027
 
n/a
 
Cash
 
1785464
 
0.212155
 
Swaps
 
19/07/2027
 
n/a
 
Cash
 
118748
 
0.014110
 
Swaps
 
07/03/2029
 
n/a
 
Cash
 
10077
 
0.001197
 
Swaps
 
02/04/2027
 
n/a
 
Cash
 
1841725
 
0.218840
 
Swaps
 
15/04/2027
 
n/a
 
Cash
 
400601
 
0.047601
 
Swaps
 
15/06/2027
 
n/a
 
Cash
 
491
 
0.000058
 
Swaps
 
18/04/2028
 
n/a
 
Cash
 
90066
 
0.010702
 
Swaps
 
13/05/2027
 
n/a
 
Cash
 
467225
 
0.055517
 
Swaps
 
10/08/2026
 
n/a
 
Cash
 
240883
 
0.028623
 
Swaps
 
17/08/2026
 
n/a
 
Cash
 
380000
 
0.045153
 
Swaps
 
06/01/2027
 
n/a
 
Cash
 
209294
 
0.024869
 
Swaps
 
06/05/2030
 
n/a
 
Cash
 
24678
 
0.002932
 
Swaps
 
30/06/2028
 
n/a
 
Cash
 
365968
 
0.043486
 
Swaps
 
31/07/2028
 
n/a
 
Cash
 
944
 
0.000112
 
Sub Total 8.B2
 
6034406
 
0.717028%
 
 
9. Information in relation to the person subject to the notification obligation
 
2. Full chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held starting with the ultimate controlling natural person or legal entities (please add additional rows as necessary)
 
Ultimate controlling person
 
Name of controlled undertaking
 
% of voting rights if it equals or is higher than the notifiable threshold
% of voting rights through financial instruments if it equals or is higher than the notifiable threshold
Total of both if it equals or is higher than the notifiable threshold
 
Bank of America Corporation
 
Bank of America, National Association
 
 
 
 
Bank of America Corporation
 
BofA Securities, Inc.
 
 
 
 
Bank of America Corporation
 
U.S. Trust Co of Delaware
 
 
 
 
 
10. In case of proxy voting
 
Name of the proxy holder
 
 
 
The number and % of voting rights held
 
 
 
The date until which the voting rights will be held
 
 
 
If date does not apply, explain below
 
 
 
11. Additional Information
 
 
 
12. Date of Completion
 
21-Jul-2026
 
13. Place Of Completion
 
London, United Kingdom
 
 
 
 
SIGNATURES
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
 
 
 
 
 
 
Smith & Nephew plc
 
 
(Registrant)
 
 
 
 
 
 
Date: July 22, 2026
By:
/s/ Helen Barraclough
 
 
Helen Barraclough
 
 
Company Secretary