SWK HOLDINGS CORP SWKHL
$25.25
-0.2% 52w: $23.15 – $25.29
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data23.1524.2225.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
62
+1 QoQ
13F value
$180.3M
-0.4% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SWKHL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Carlson Capital, L.P. ★2 | Fundamental concentrated | 8.5M | $144.5M | 57.1% | Held |
| M3F, Inc. ★3 | Fundamental concentrated | 995.3K | $16.9M | 4.2% | +16.6% |
| CREDIT INDUSTRIEL ET COMMERCIAL | Other | 225.0K | $3.8M | 0.7% | +80.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 175.3K | $3.0M | 0.0% | — |
| BlackRock, Inc. | Index provider | 153.8K | $2.6M | 0.0% | -1.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 72.9K | $1.2M | 0.0% | -4.0% |
| Rangeley Capital, LLC ★2 | Fundamental diversified | 63.0K | $1.1M | 1.2% | Held |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 49.4K | $841K | 0.0% | +0.2% |
| STATE STREET CORP | Index provider | 48.1K | $818K | 0.0% | +0.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 47.4K | $807K | 0.0% | -33.1% |
| MORGAN STANLEY | Bank broker | 35.7K | $607K | 0.0% | -10.0% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 31.7K | $536K | 0.0% | -5.3% |
| NORTHERN TRUST CORP | Index provider | 30.0K | $511K | 0.0% | -0.3% |
| KEYNOTE FINANCIAL SERVICES LLC | Other | 7.1K | $501K | 0.3% | -0.3% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 25.5K | $434K | 0.0% | -0.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 23.1K | $393K | 0.0% | -27.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 19.9K | $338K | 0.0% | — |
| GRACE & WHITE INC /NY ★2 | Fundamental diversified | 18.7K | $318K | 0.1% | Held |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 17.0K | $290K | 0.0% | — |
| PRELUDE CAPITAL MANAGEMENT, LLC | Diversified mechanical | 10.0K | $170K | 0.0% | Held |
| Russell Investments Group, Ltd. | Diversified mechanical | 7.2K | $122K | 0.0% | +54.0% |
| RHUMBLINE ADVISERS | Diversified mechanical | 4.4K | $76K | 0.0% | +19.6% |
| State of Wyoming | Diversified mechanical | 2.8K | $47K | 0.0% | -34.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 2.1K | $36K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 1.9K | $33K | 0.0% | +0.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.8K | $31K | 0.0% | -89.3% |
| Tower Research Capital LLC (TRC) | Market maker | 1.5K | $26K | 0.0% | +328.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 1.5K | $25K | 0.0% | +2.3% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 1.4K | $24K | 0.0% | — |
| Police & Firemen's Retirement System of New Jersey | Diversified mechanical | 1.4K | $23K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 1.3K | $23K | 0.0% | -63.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1K | $19K | 0.0% | -66.8% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 1.1K | $19K | 0.0% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 964 | $16K | 0.0% | -7.8% |
| UBS Group AG | Bank broker | 861 | $15K | 0.0% | +57.4% |
| BARCLAYS PLC | Bank broker | 824 | $14K | 0.0% | -82.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 806 | $14K | 0.0% | +416.7% |
| ROYAL BANK OF CANADA | Bank broker | 374 | $7K | 0.0% | +216.9% |
| HARBOR CAPITAL ADVISORS, INC. | Diversified mechanical | 336 | $6K | 0.0% | -0.9% |
| Legal & General Group Plc | Diversified mechanical | 315 | $5K | 0.0% | Held |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 267 | $5K | 0.0% | Held |
| Essential Partners LLC | Diversified mechanical | 194 | $3K | 0.0% | -0.5% |
| Marquette Asset Management, LLC | Wealth advisor | 188 | $3K | 0.0% | Held |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Pension sovereign | 165 | $3K | 0.0% | -11.3% |
| CITIGROUP INC | Bank broker | 139 | $2K | 0.0% | +101.4% |
| Sterling Capital Management LLC | Diversified mechanical | 101 | $2K | 0.0% | -51.9% |
| IFP Advisors, Inc | Wealth advisor | 88 | $1K | 0.0% | Held |
| EverSource Wealth Advisors, LLC | Wealth advisor | 70 | $1K | 0.0% | -2.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 62 | $1K | 0.0% | +1140.0% |
| Covestor Ltd | Diversified mechanical | 32 | $1K | 0.0% | -70.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding SWKHL
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD