SWKH Institutional Ownership
SWK Holdings Corporation
1W: +0.0%
1M: -6.0%
3M: -8.7%
YTD: -7.2%
1Y: +50.9%
3Y: +54.5%
5Y: +66.3%
$15.90
Last traded 2026-04-15 — delisted
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Institutional Ownership — SWKH
59
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
59
Reduced
58
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 1,914 | $$30K | +4 | +0.2% | 8Q | SEC ↗ |
| 2 | IFP Advisors, Inc | 86 | $$1K | -2 | -2.3% | 5Q | SEC ↗ |
| 3 | BlackRock, Inc. | 0 | $$0K | -153,811 | -100.0% | 7Q | SEC ↗ |
| 4 | Optiver Holding B.V. | 0 | $$0K | -36 | -100.0% | 3Q | SEC ↗ |
| 5 | Ameritas Investment Partners, Inc. | 0 | $$0K | -267 | -100.0% | 16Q | SEC ↗ |
| 6 | Carlson Capital, L.P. | 0 | $$0K | -8,493,088 | -100.0% | 25Q | SEC ↗ |
| 7 | Vanguard Global Advisers, LLC | 0 | $$0K | -1,397 | -100.0% | 1Q | SEC ↗ |
| 8 | CANNELL CAPITAL LLC | 0 | $$0K | -63,069 | -100.0% | 24Q | SEC ↗ |
| 9 | FMR LLC | 0 | $$0K | -1,109 | -100.0% | 18Q | SEC ↗ |
| 10 | STATE STREET CORP | 0 | $$0K | -48,067 | -100.0% | 24Q | SEC ↗ |
| 11 | UBS AM, a distinct business unit of UB | 0 | $$0K | -806 | -100.0% | 2Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 0 | $$0K | -47,442 | -100.0% | 5Q | SEC ↗ |
| 13 | CREDIT INDUSTRIEL ET COMMERCIAL | 0 | $$0K | -225,000 | -100.0% | 2Q | SEC ↗ |
| 14 | Police & Firemen's Retirement System o | 0 | $$0K | -1,369 | -100.0% | 4Q | SEC ↗ |
| 15 | ACADIAN ASSET MANAGEMENT LLC | 0 | $$0K | -31,720 | -100.0% | 4Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 0 | $$0K | -1,132 | -100.0% | 13Q | SEC ↗ |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 0 | $$0K | -23,100 | -100.0% | 20Q | SEC ↗ |
| 18 | Covestor Ltd | 0 | $$0K | -32 | -100.0% | 3Q | SEC ↗ |
| 19 | VANGUARD CAPITAL MANAGEMENT LLC | 0 | $$0K | -175,307 | -100.0% | 1Q | SEC ↗ |
| 20 | Essential Partners LLC | 0 | $$0K | -194 | -100.0% | 4Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 0 | $$0K | -38,400 | -100.0% | 2Q | SEC ↗ |
| 22 | DIMENSIONAL FUND ADVISORS LP | 0 | $$0K | -49,449 | -100.0% | 17Q | SEC ↗ |
| 23 | AMALGAMATED BANK | 0 | $$0K | -96 | -100.0% | 15Q | SEC ↗ |
| 24 | Farther Finance Advisors, LLC | 0 | $$0K | -12 | -100.0% | 2Q | SEC ↗ |
| 25 | Root Financial Partners, LLC | 0 | $$0K | -1 | -100.0% | 1Q | SEC ↗ |
| 26 | NEW YORK STATE COMMON RETIREMENT FUND | 0 | $$0K | -2,131 | -100.0% | 16Q | SEC ↗ |
| 27 | MORGAN STANLEY | 0 | $$0K | -35,683 | -100.0% | 25Q | SEC ↗ |
| 28 | NISA INVESTMENT ADVISORS, LLC | 0 | $$0K | -21 | -100.0% | 1Q | SEC ↗ |
| 29 | Marquette Asset Management, LLC | 0 | $$0K | -188 | -100.0% | 2Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 0 | $$0K | -19,863 | -100.0% | 1Q | SEC ↗ |
| 31 | Cornerstone Planning Group LLC | 0 | $$0K | -41 | -100.0% | 1Q | SEC ↗ |
| 32 | PRELUDE CAPITAL MANAGEMENT, LLC | 0 | $$0K | -10,000 | -100.0% | 2Q | SEC ↗ |
| 33 | EverSource Wealth Advisors, LLC | 0 | $$0K | -70 | -100.0% | 5Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 0 | $$0K | -1,803 | -100.0% | 7Q | SEC ↗ |
| 35 | State of Wyoming | 0 | $$0K | -2,761 | -100.0% | 8Q | SEC ↗ |
| 36 | Basecamp Wealth Advisors LLC | 0 | $$0K | -1 | -100.0% | 1Q | SEC ↗ |
| 37 | BNP PARIBAS FINANCIAL MARKETS | 0 | $$0K | -964 | -100.0% | 6Q | SEC ↗ |
| 38 | Private Wealth Management Group, LLC | 0 | $$0K | -68 | -100.0% | 1Q | SEC ↗ |
| 39 | ROTHSCHILD INVESTMENT LLC | 0 | $$0K | -7 | -100.0% | 3Q | SEC ↗ |
| 40 | Mirae Asset Global Investments Co., Lt | 0 | $$0K | -1,105 | -100.0% | 3Q | SEC ↗ |
| 41 | VANGUARD PORTFOLIO MANAGEMENT LLC | 0 | $$0K | -17,038 | -100.0% | 1Q | SEC ↗ |
| 42 | True Wealth Design, LLC | 0 | $$0K | -5 | -100.0% | 3Q | SEC ↗ |
| 43 | Legal & General Group Plc | 0 | $$0K | -315 | -100.0% | 16Q | SEC ↗ |
| 44 | CITIGROUP INC | 0 | $$0K | -139 | -100.0% | 16Q | SEC ↗ |
| 45 | RHUMBLINE ADVISERS | 0 | $$0K | -4,441 | -100.0% | 12Q | SEC ↗ |
| 46 | AQR CAPITAL MANAGEMENT LLC | 0 | $$0K | -25,490 | -100.0% | 3Q | SEC ↗ |
| 47 | M3F, Inc. | 0 | $$0K | -995,256 | -100.0% | 21Q | SEC ↗ |
| 48 | UBS Group AG | 0 | $$0K | -861 | -100.0% | 25Q | SEC ↗ |
| 49 | GAMMA Investing LLC | 0 | $$0K | -20 | -100.0% | 1Q | SEC ↗ |
| 50 | HARBOR CAPITAL ADVISORS, INC. | 0 | $$0K | -336 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Carlson Capital, L.P. | 8,493,088 | $$135M |
| M3F, Inc. | 995,256 | $$16M |
| CREDIT INDUSTRIEL ET COMMERCIAL | 225,000 | $$4M |
| VANGUARD CAPITAL MANAGEMENT LLC | 175,307 | $$3M |
| BlackRock, Inc. | 153,811 | $$2M |
| GEODE CAPITAL MANAGEMENT, LLC | 72,886 | $$1M |
| CANNELL CAPITAL LLC | 63,069 | $$1M |
| Rangeley Capital, LLC | 63,000 | $$1M |
| DIMENSIONAL FUND ADVISORS LP | 49,449 | $$786K |
| STATE STREET CORP | 48,067 | $$764K |
| RAYMOND JAMES FINANCIAL INC | 47,442 | $$754K |
| GOLDMAN SACHS GROUP INC | 38,400 | $$611K |
| MORGAN STANLEY | 35,683 | $$567K |
| ACADIAN ASSET MANAGEMENT LLC | 31,720 | $$504K |
| NORTHERN TRUST CORP | 30,018 | $$477K |
| AQR CAPITAL MANAGEMENT LLC | 25,490 | $$405K |
| RENAISSANCE TECHNOLOGIES LLC | 23,100 | $$367K |
| VANGUARD FIDUCIARY TRUST CO | 19,863 | $$316K |
| GRACE & WHITE INC /NY | 18,721 | $$298K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,038 | $$271K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +4 | +0.2% | 1,914 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| IFP Advisors, Inc | -2 | -2.3% | 86 |