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SWK (SWKH) Institutional Ownership

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$15.18 +0.14 (+0.90%)
As of 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for SWK (NASDAQ:SWKH)

Current
Institutional Ownership
Percentage
99.27%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$3.33M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$10.38M
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SWKH Institutional Buying and Selling by Quarter

SWK Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Empowered Funds LLC53,809$936K0.0%+3.7%0.439%
5/15/2025State of Wyoming10,472$182K0.0%+42.0%0.085%
5/15/2025M3F Inc.791,733$13.77M3.8%-1.1%6.453%
5/13/2025Russell Investments Group Ltd.4,065$71K0.0%+139.0%0.033%
5/2/2025Victory Capital Management Inc.30,774$535K0.0%-9.6%0.251%
4/17/2025Dynamic Advisor Solutions LLC21,727$378K0.0%N/A0.177%
4/8/2025Rhumbline Advisers5,690$99K0.0%+13.3%0.046%
4/7/2025GAMMA Investing LLC3,391$59K0.0%+2,955.0%0.028%
2/17/2025State of Wyoming7,374$117K0.0%+42.5%0.060%
2/17/2025Millennium Management LLC14,839$235K0.0%N/A0.121%
2/17/2025Bridgeway Capital Management LLC107,985$1.71M0.0%-0.9%0.883%
2/14/2025Northern Trust Corp35,470$563K0.0%+15.3%0.290%
2/14/2025M3F Inc.800,151$12.69M3.7%+2.5%6.543%
2/14/2025Dimensional Fund Advisors LP46,469$737K0.0%+7.7%0.380%
2/13/2025Renaissance Technologies LLC28,883$458K0.0%+3.7%0.236%
2/13/2025Cannell Capital LLC354,326$5.62M1.2%-7.2%2.897%
2/12/2025Rangeley Capital LLC43,662$692K0.6%N/A0.357%
2/12/2025JPMorgan Chase & Co.12,350$196K0.0%+102.2%0.101%
2/5/2025Carlson Capital L.P.8,493,088$134.70M79.3%-6.6%69.445%
1/30/2025Rhumbline Advisers5,024$80K0.0%-14.2%0.041%
1/29/2025Grace & White Inc. NY18,721$297K0.1%+11.1%0.153%
1/27/2025Greenwood Capital Associates LLC39,311$623K0.1%-3.8%0.321%
1/1/2025SkyView Investment Advisors LLC31,815$550K0.1%+2.1%0.260%
12/26/2024JPMorgan Chase & Co.6,108$106K0.0%+224.4%0.050%
11/19/2024Barclays PLC4,461$77K0.0%+185.0%0.036%
11/16/2024Geode Capital Management LLC75,306$1.30M0.0%-9.0%0.604%
11/15/2024Barclays PLC4,461$77K0.0%+185.0%0.036%
11/5/2024Victory Capital Management Inc.34,044$589K0.0%N/A0.273%
10/30/2024Greenwood Capital Associates LLC40,854$706K0.1%-1.9%0.328%
10/8/2024Dynamic Advisor Solutions LLC20,587$356K0.0%-5.5%0.165%
8/16/2024SkyView Investment Advisors LLC31,165$529K0.1%+7.7%0.250%
8/9/2024Dimensional Fund Advisors LP30,109$511K0.0%+85.7%0.241%
7/26/2024Bank of New York Mellon Corp10,126$172K0.0%N/A0.081%
5/10/2024Vanguard Group Inc.397,273$6.92M0.0%+75.5%3.183%
5/7/2024Empowered Funds LLC50,137$873K0.0%+7.9%0.402%
3/5/2024Greenwood Capital Associates LLC44,368$778K0.1%-2.6%0.355%
2/5/2024Russell Investments Group Ltd.1,848$32K0.0%+1,535.4%0.015%
1/11/2024Dynamic Advisor Solutions LLC22,268$390K0.0%-5.6%0.178%
11/22/2023Cannell Capital LLC823,652$12.97M3.0%-1.7%6.589%
11/17/2023SkyView Investment Advisors LLC26,347$415K0.2%+3.0%0.211%
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10/25/2023Grace & White Inc. NY16,850$265K0.0%N/A0.134%
10/24/2023Bank of New York Mellon Corp10,228$161K0.0%N/A0.082%
10/11/2023Dynamic Advisor Solutions LLC23,601$372K0.0%+12.5%0.188%
8/15/2023Cannell Capital LLC837,478$14.02M2.8%-12.6%6.678%
8/11/2023JBF Capital Inc.8,355$140K0.0%-10.7%0.065%
7/27/2023EA Series Trust38,869$651K0.0%N/A0.303%
5/12/2023M3F Inc.628,471$11.22M3.7%-21.0%4.921%
5/12/2023Greenwood Capital Associates LLC46,460$830K0.1%-1.7%0.364%
2/15/2023Cannell Capital LLC958,127$16.90M3.4%+0.7%7.474%
2/10/2023M3F Inc.795,245$14.03M4.3%+7.2%6.203%
1/13/2023Dynamic Advisor Solutions LLC20,434$360K0.0%+9.1%0.159%
11/15/2022Perritt Capital Management Inc.13,000$221K0.1%N/A0.101%
11/15/2022M3F Inc.741,886$12.61M4.4%+14.8%5.787%
11/15/2022Martingale Asset Management L P10,126$173K0.0%N/A0.079%
11/10/2022Greenwood Capital Associates LLC47,101$801K0.1%+2.1%0.367%
10/20/2022Dynamic Advisor Solutions LLC18,736$319K0.0%+20.6%0.146%
8/19/2022JBF Capital Inc.9,355$163K0.0%N/A0.073%
8/15/2022M3F Inc.646,373$11.29M3.7%+0.8%5.034%
7/27/2022Dynamic Advisor Solutions LLC15,531$271K0.0%+10.9%0.121%
5/11/2022King Luther Capital Management Corp77,737$1.31M0.0%-34.7%0.606%
5/10/2022Greenwood Capital Associates LLC45,993$776K0.2%+2.6%0.358%
4/11/2022Dynamic Advisor Solutions LLC14,002$236K0.0%+10.0%0.109%
2/15/2022King Luther Capital Management Corp118,965$2.34M0.0%-25.1%0.929%
2/3/2022Greenwood Capital Associates LLC44,812$880K0.1%+53.3%0.350%
1/26/2022Dynamic Advisor Solutions LLC12,732$250K0.0%+4.6%0.099%
11/16/2021Cannell Capital LLC865,577$15.73M2.6%-13.1%6.763%
11/15/2021M3F Inc.401,047$7.29M2.4%+63.9%3.134%
11/12/2021Renaissance Technologies LLC50,214$912K0.0%+47.9%0.392%
11/10/2021O Shaughnessy Asset Management LLC2,830$51K0.0%N/A0.022%
11/9/2021BlackRock Inc.11,270$205K0.0%+135.0%0.088%
10/28/2021Dynamic Advisor Solutions LLC12,167$221K0.0%N/A0.095%
10/27/2021Greenwood Capital Associates LLC29,235$531K0.1%N/A0.228%
10/26/2021First Quadrant L P CA2,227$40K0.0%N/A0.017%
8/16/2021Cannell Capital LLC996,519$17.49M2.8%+32.6%7.788%
8/16/2021State Street Corp19,864$349K0.0%-66.2%0.155%
8/16/2021Goldman Sachs Group Inc.13,351$234K0.0%N/A0.104%
8/13/2021Renaissance Technologies LLC33,945$596K0.0%N/A0.265%
8/13/2021Ancora Advisors LLC5,400$95K0.0%N/A0.042%
8/13/2021Northern Trust Corp18,229$320K0.0%-62.9%0.142%
8/13/2021Geode Capital Management LLC18,593$326K0.0%-52.5%0.145%
8/13/2021Vanguard Group Inc.263,817$4.63M0.0%-20.5%2.062%
8/12/2021Ergoteles LLC15,400$270K0.0%N/A0.120%
5/17/2021Cannell Capital LLC751,252$10.92M2.4%+13.7%5.871%
5/13/2021Barclays PLC2,966$44K0.0%+159.3%0.023%
5/12/2021Northern Trust Corp49,106$714K0.0%-4.2%0.384%
5/12/2021Geode Capital Management LLC39,154$569K0.0%+3.6%0.306%
5/7/2021BlackRock Inc.184,867$2.69M0.0%+6.7%1.445%
(Data available from 1/1/2016 forward)

SWKH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SWKH shares?

During the previous two years, 26 institutional investors and hedge funds held shares of SWK. The most heavily invested institutionals were Carlson Capital L.P. ($134.70M), M3F Inc. ($13.77M), Vanguard Group Inc. ($6.92M), Cannell Capital LLC ($5.62M), Bridgeway Capital Management LLC ($1.71M), Geode Capital Management LLC ($1.30M), and Empowered Funds LLC ($936K).Learn more on SWK's institutional investors.

What percentage of SWK's stock is owned by institutional investors?

99.27% of SWK's stock is owned by institutional investors. Learn more on SWKH's institutional investor holdings.

Which institutional investors have been buying SWK's stock?

Of the 20 institutional investors that purchased SWK's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($170.96K), Rangeley Capital LLC ($43.66K), EA Series Trust ($38.87K), Victory Capital Management Inc. ($34.04K), Dynamic Advisor Solutions LLC ($24.35K), Bank of New York Mellon Corp ($20.35K), and M3F Inc. ($19.28K).

How much institutional buying is happening at SWK?

Institutional investors have bought a total of 201,181 shares in the last 24 months. This purchase volume represents approximately $3.33M in transactions.

Which of SWK's major shareholders have been selling company stock?

Of the 9 institutional investors that sold SWK's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Carlson Capital L.P. ($600.68K), Cannell Capital LLC ($27.51K), M3F Inc. ($8.42K), Geode Capital Management LLC ($7.47K), Victory Capital Management Inc. ($3.27K), Greenwood Capital Associates LLC ($2.34K), and Dynamic Advisor Solutions LLC ($1.19K).

How much institutional selling is happening at SWK?

Institutional investors have sold a total of 652,707 shares in the last 24 months. This volume of shares sold represents approximately $10.38M in transactions.


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This page (NASDAQ:SWKH) was last updated on 7/3/2025 by MarketBeat.com Staff
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