SWKHSWK HLDGS CORP
CUSIP 78501P203 · Yahoo Finance ↗ · Google Finance ↗
Swk Hldgs Corp (SWKH) has 58 institutional holders in Filings Flow’s 13F database, together reporting 10.57M shares worth $162M as of Q1 2026. The largest reported holders are Carlson Capital, L.P., Credit Industriel Et Commercial, and Vanguard Group Inc.
Institutional Holders
58
Q1 2026
Reported Value
$162M
Ticker
SWKH
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Carlson Capital, L.P.$318M AUM | 45.45% | $144M | 8.49M | Q1 2026OLDER |
| Rangeley Capital, LLC$103M AUM | 1.04% | $1M | 63.0K | Q1 2026OLDER |
| CANNELL CAPITAL LLC$163M AUM | 0.53% | $1M | 63.1K | Q4 2025OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.30% | $4M | 225.0K | Q1 2026OLDER |
| GRACE & WHITE INC /NY$566M AUM | 0.06% | $318,444 | 18.7K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.04% | $2M | 114.8K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $170,100 | 10.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $319,925 | 22.0K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $837,382 | 57.6K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.01% | $46,965 | 2.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.00% | $203,322 | 14.0K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $25,600 | 1.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $392,931 | 23.1K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $3,198 | 188 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,170 | 68 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $806,988 | 47.4K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $23,287 | 1.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $433,586 | 25.5K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $841,012 | 49.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $374,852 | 25.8K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $4,542 | 267 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $122,294 | 7.2K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $711 | 41 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $30,668 | 1.8K | Q2 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $337,870 | 19.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $32,557 | 1.9K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $206 | 14 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $660,480 | 38.4K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $1M | 72.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $3M | 175.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $510,606 | 30.0K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $75,535 | 4.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $4M | 213.5K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $36,248 | 2.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 153.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $682,204 | 39.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,191 | 70 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $25,192 | 1.5K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $1,718 | 101 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,497 | 88 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $817,620 | 48.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $86 | 5 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $340 | 20 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $289,816 | 17.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $23,763 | 1.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $16,398 | 964 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $18,796 | 1.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $119 | 7 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $79,774 | 4.6K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $204 | 12 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19,255 | 1.1K | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $14,016 | 824 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $766 | 45 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2,807 | 165 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $13,710 | 806 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14,646 | 861 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $201 | 12 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $22,633 | 1.3K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $357 | 21 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5,358 | 315 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7,000 | 374 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $88 | 6 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2,364 | 139 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $19,075 | 1.1K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,055 | 62 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $69 | 4 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $15 | 1 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $612 | 36 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.