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SWK (SWKH) Institutional Ownership

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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)
16
Total
Institutional Inflows
(last 12 months)
$8.82M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.66M
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Skip Chart & View Institutional Buying and Selling Data

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
5/14/2026Renaissance Technologies LLC23,100$393K0.0%-27.4%0.191%
5/14/2026 State of Wyoming2,761$47K0.0%-34.0%0.023%
4/29/2026 Credit Industriel ET Commercial225,000$3.83M0.3%+80.0%1.860%
4/28/2026 M3F Inc.995,256$16.93M4.2%+16.6%8.225%
2/18/2026NewEdge Advisors LLC16,892$291K0.0%-3.5%0.140%
2/17/2026AQR Capital Management LLC25,603$440K0.0%+31.8%0.212%
2/17/2026 Russell Investments Group Ltd.4,679$80K0.0%+23.3%0.039%
2/13/2026State Street Corp47,737$821K0.0%-2.5%0.395%
2/13/2026 Wells Fargo & Company MN3,408$59K0.0%+46.2%0.028%
2/12/2026Renaissance Technologies LLC31,800$547K0.0%-15.9%0.263%
2/10/2026Goldman Sachs Group Inc.38,400$660K0.0%+142.2%0.317%
2/3/2026 Credit Industriel ET Commercial125,000$2.15M0.2%N/A1.033%
1/1/2026 JPMorgan Chase & Co.5,298$77K0.0%+40.5%0.044%
11/17/2025NewEdge Advisors LLC17,509$255K0.0%+5,440.8%0.145%
11/17/2025Millennium Management LLC25,763$375K0.0%-12.0%0.213%
11/17/2025Cannell Capital LLC241,322$3.51M0.5%-23.3%1.995%
11/14/2025Raymond James Financial Inc.78,609$1.14M0.0%+5.3%0.650%
11/13/2025 Russell Investments Group Ltd.3,795$55K0.0%+41.2%0.031%
11/12/2025 Dimensional Fund Advisors LP49,359$718K0.0%+1.6%0.406%
11/12/2025 M3F Inc.733,155$10.67M3.0%+5.0%6.036%
11/7/2025 GSA Capital Partners LLP13,458$196K0.0%+6.5%0.111%
11/7/2025Vanguard Group Inc.196,709$2.86M0.0%-2.2%1.619%
11/7/2025 JPMorgan Chase & Co.5,298$77K0.0%+40.5%0.044%
11/4/2025 State of Wyoming4,409$64K0.0%-25.3%0.036%
10/30/2025 Bailard Inc.13,974$203K0.0%N/A0.115%
8/19/2025 State of Wyoming5,903$87K0.0%-43.6%0.048%
8/15/2025Cannell Capital LLC314,619$4.64M1.4%-11.3%2.564%
8/15/2025Rangeley Capital LLC41,000$604K0.7%-6.1%0.334%
8/15/2025Bridgeway Capital Management LLC114,277$1.68M0.0%+2.9%0.931%
8/15/2025Bank of America Corp DE5,595$82K0.0%+41.8%0.046%
8/14/2025Raymond James Financial Inc.74,657$1.10M0.0%+297.5%0.608%
8/13/2025 M3F Inc.698,428$10.30M2.9%-11.8%5.692%
8/13/2025 Russell Investments Group Ltd.2,687$41K0.0%-33.9%0.022%
8/12/2025 JPMorgan Chase & Co.3,771$56K0.0%-44.4%0.031%
8/8/2025Geode Capital Management LLC75,316$1.11M0.0%-1.3%0.614%
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%
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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%
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%
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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%


SWKH Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of SWK. The most heavily invested institutionals were Carlson Capital L.P. ($134.70M), M3F Inc. ($16.93M), Credit Industriel ET Commercial ($3.83M), Cannell Capital LLC ($3.51M), Vanguard Group Inc. ($2.86M), Bridgeway Capital Management LLC ($1.68M), and Raymond James Financial Inc. ($1.14M).Learn more on SWK's institutional investors.

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

Of the 28 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: Credit Industriel ET Commercial ($225K), M3F Inc. ($195.81K), Raymond James Financial Inc. ($59.83K), Rangeley Capital LLC ($43.66K), Victory Capital Management Inc. ($34.04K), Goldman Sachs Group Inc. ($22.55K), and Dynamic Advisor Solutions LLC ($21.73K).

Institutional investors have bought a total of 535,798 shares in the last 24 months. This purchase volume represents approximately $8.82M in transactions.

Of the 12 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: Cannell Capital LLC ($113.44K), M3F Inc. ($93.31K), Renaissance Technologies LLC ($14.70K), State of Wyoming ($7.49K), Vanguard Group Inc. ($4.35K), Millennium Management LLC ($3.51K), and JPMorgan Chase & Co. ($3.02K).

Institutional investors have sold a total of 246,623 shares in the last 24 months. This volume of shares sold represents approximately $3.66M in transactions.


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This page (NASDAQ:SWKH) was last updated on 5/15/2026 by MarketBeat.com Staff.
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