SWK (SWKH) Institutional Ownership $14.60 +0.29 (+2.03%) As of 06/10/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for SWK (NASDAQ:SWKH)CurrentInstitutional OwnershipPercentage99.27%Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$3.33MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$10.38M Get SWKH Insider Trade Alerts Want to know when executives and insiders are buying or selling SWK stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SWKH Institutional Buying and Selling by Quarter SWK Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 Empowered Funds LLC53,809$936K0.0%+3.7%0.439% 5/15/2025 State of Wyoming10,472$182K0.0%+42.0%0.085% 5/15/2025 M3F Inc.791,733$13.77M3.8%-1.1%6.453% 5/13/2025 Russell Investments Group Ltd.4,065$71K0.0%+139.0%0.033% 5/2/2025 Victory Capital Management Inc.30,774$535K0.0%-9.6%0.251% 4/17/2025 Dynamic Advisor Solutions LLC21,727$378K0.0%N/A0.177% 4/8/2025 Rhumbline Advisers5,690$99K0.0%+13.3%0.046% 4/7/2025 GAMMA Investing LLC3,391$59K0.0%+2,955.0%0.028% 2/17/2025 State of Wyoming7,374$117K0.0%+42.5%0.060% 2/17/2025 Millennium Management LLC14,839$235K0.0%N/A0.121% Get the Latest News and Ratings for SWKH and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SWK and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 Bridgeway Capital Management LLC107,985$1.71M0.0%-0.9%0.883% 2/14/2025 Northern Trust Corp35,470$563K0.0%+15.3%0.290% 2/14/2025 M3F Inc.800,151$12.69M3.7%+2.5%6.543% 2/14/2025 Dimensional Fund Advisors LP46,469$737K0.0%+7.7%0.380% 2/13/2025 Renaissance Technologies LLC28,883$458K0.0%+3.7%0.236% 2/13/2025 Cannell Capital LLC354,326$5.62M1.2%-7.2%2.897% 2/12/2025 Rangeley Capital LLC43,662$692K0.6%N/A0.357% 2/12/2025 JPMorgan Chase & Co.12,350$196K0.0%+102.2%0.101% 2/5/2025 Carlson Capital L.P.8,493,088$134.70M79.3%-6.6%69.445% 1/30/2025 Rhumbline Advisers5,024$80K0.0%-14.2%0.041% 1/29/2025 Grace & White Inc. NY18,721$297K0.1%+11.1%0.153% 1/27/2025 Greenwood Capital Associates LLC39,311$623K0.1%-3.8%0.321% 1/1/2025SkyView Investment Advisors LLC31,815$550K0.1%+2.1%0.260% 12/26/2024 JPMorgan Chase & Co.6,108$106K0.0%+224.4%0.050% 11/19/2024 Barclays PLC4,461$77K0.0%+185.0%0.036% 11/16/2024 Geode Capital Management LLC75,306$1.30M0.0%-9.0%0.604% 11/15/2024 Barclays PLC4,461$77K0.0%+185.0%0.036% 11/5/2024 Victory Capital Management Inc.34,044$589K0.0%N/A0.273% 10/30/2024 Greenwood Capital Associates LLC40,854$706K0.1%-1.9%0.328% 10/8/2024 Dynamic Advisor Solutions LLC20,587$356K0.0%-5.5%0.165% 8/16/2024SkyView Investment Advisors LLC31,165$529K0.1%+7.7%0.250% 8/9/2024 Dimensional Fund Advisors LP30,109$511K0.0%+85.7%0.241% 7/26/2024 Bank of New York Mellon Corp10,126$172K0.0%N/A0.081% 5/10/2024 Vanguard Group Inc.397,273$6.92M0.0%+75.5%3.183% 5/7/2024 Empowered Funds LLC50,137$873K0.0%+7.9%0.402% 3/5/2024 Greenwood Capital Associates LLC44,368$778K0.1%-2.6%0.355% 2/5/2024 Russell Investments Group Ltd.1,848$32K0.0%+1,535.4%0.015% 1/11/2024 Dynamic Advisor Solutions LLC22,268$390K0.0%-5.6%0.178% 11/22/2023 Cannell Capital LLC823,652$12.97M3.0%-1.7%6.589% 11/17/2023SkyView Investment Advisors LLC26,347$415K0.2%+3.0%0.211% The End of Elon Musk…? 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NY16,850$265K0.0%N/A0.134% 10/24/2023 Bank of New York Mellon Corp10,228$161K0.0%N/A0.082% 10/11/2023 Dynamic Advisor Solutions LLC23,601$372K0.0%+12.5%0.188% 8/15/2023 Cannell Capital LLC837,478$14.02M2.8%-12.6%6.678% 8/11/2023 JBF Capital Inc.8,355$140K0.0%-10.7%0.065% 7/27/2023EA Series Trust38,869$651K0.0%N/A0.303% 5/12/2023 M3F Inc.628,471$11.22M3.7%-21.0%4.921% 5/12/2023 Greenwood Capital Associates LLC46,460$830K0.1%-1.7%0.364% 2/15/2023 Cannell Capital LLC958,127$16.90M3.4%+0.7%7.474% 2/10/2023 M3F Inc.795,245$14.03M4.3%+7.2%6.203% 1/13/2023 Dynamic Advisor Solutions LLC20,434$360K0.0%+9.1%0.159% 11/15/2022 Perritt Capital Management Inc.13,000$221K0.1%N/A0.101% 11/15/2022 M3F Inc.741,886$12.61M4.4%+14.8%5.787% 11/15/2022 Martingale Asset Management L P10,126$173K0.0%N/A0.079% 11/10/2022 Greenwood Capital Associates LLC47,101$801K0.1%+2.1%0.367% 10/20/2022 Dynamic Advisor Solutions LLC18,736$319K0.0%+20.6%0.146% 8/19/2022 JBF Capital Inc.9,355$163K0.0%N/A0.073% 8/15/2022 M3F Inc.646,373$11.29M3.7%+0.8%5.034% 7/27/2022 Dynamic Advisor Solutions LLC15,531$271K0.0%+10.9%0.121% 5/11/2022 King Luther Capital Management Corp77,737$1.31M0.0%-34.7%0.606% 5/10/2022 Greenwood Capital Associates LLC45,993$776K0.2%+2.6%0.358% 4/11/2022 Dynamic Advisor Solutions LLC14,002$236K0.0%+10.0%0.109% 2/15/2022 King Luther Capital Management Corp118,965$2.34M0.0%-25.1%0.929% 2/3/2022 Greenwood Capital Associates LLC44,812$880K0.1%+53.3%0.350% 1/26/2022 Dynamic Advisor Solutions LLC12,732$250K0.0%+4.6%0.099% 11/16/2021 Cannell Capital LLC865,577$15.73M2.6%-13.1%6.763% 11/15/2021 M3F Inc.401,047$7.29M2.4%+63.9%3.134% 11/12/2021 Renaissance Technologies LLC50,214$912K0.0%+47.9%0.392% 11/10/2021 O Shaughnessy Asset Management LLC2,830$51K0.0%N/A0.022% 11/9/2021BlackRock Inc.11,270$205K0.0%+135.0%0.088% 10/28/2021 Dynamic Advisor Solutions LLC12,167$221K0.0%N/A0.095% 10/27/2021 Greenwood Capital Associates LLC29,235$531K0.1%N/A0.228% 10/26/2021First Quadrant L P CA2,227$40K0.0%N/A0.017% 8/16/2021 Cannell Capital LLC996,519$17.49M2.8%+32.6%7.788% 8/16/2021 State Street Corp19,864$349K0.0%-66.2%0.155% 8/16/2021 Goldman Sachs Group Inc.13,351$234K0.0%N/A0.104% 8/13/2021 Renaissance Technologies LLC33,945$596K0.0%N/A0.265% 8/13/2021 Ancora Advisors LLC5,400$95K0.0%N/A0.042% 8/13/2021 Northern Trust Corp18,229$320K0.0%-62.9%0.142% 8/13/2021 Geode Capital Management LLC18,593$326K0.0%-52.5%0.145% 8/13/2021 Vanguard Group Inc.263,817$4.63M0.0%-20.5%2.062% 8/12/2021Ergoteles LLC15,400$270K0.0%N/A0.120% 5/17/2021 Cannell Capital LLC751,252$10.92M2.4%+13.7%5.871% 5/14/2021 M3F Inc.29,150$424K0.2%N/A0.228% 5/13/2021 Barclays PLC2,966$44K0.0%+159.3%0.023% 5/12/2021 Northern Trust Corp49,106$714K0.0%-4.2%0.384% 5/12/2021 Geode 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 SWKH's institutional investors. What percentage of SWK stock is owned by institutional investors? 99.27% of SWK stock is owned by institutional investors. Learn more on SWKH's institutional investor holdings. Which institutional investors have been buying SWK stock? Of the 20 institutional investors that purchased SWK 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 446,883 shares in the last 24 months. This purchase volume represents approximately $7.54M in transactions. Which SWK major shareholders have been selling company stock? Of the 10 institutional investors that sold SWK 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 ($161.99K), M3F Inc. ($8.42K), Geode Capital Management LLC ($7.47K), Greenwood Capital Associates LLC ($3.52K), Victory Capital Management Inc. ($3.27K), and Dynamic Advisor Solutions LLC ($2.53K). How much institutional selling is happening at SWK? Institutional investors have sold a total of 790,695 shares in the last 24 months. This volume of shares sold represents approximately $12.68M in transactions. Related Companies EQBK Institutional Ownership NBBK Institutional Ownership MCB Institutional Ownership NBN Institutional Ownership IBCP Institutional Ownership CNCK Institutional Ownership VEL Institutional Ownership SMBC Institutional Ownership FSBC Institutional Ownership ORRF Institutional Ownership This page (NASDAQ:SWKH) was last updated on 6/11/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | SponsoredTrump wipes out trillions overnight…Is there anybody more powerful than Donald Trump right now? 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