Who Owns SWK Holdings Corporation (SWKH)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.460811467933062e+77T
% of Float Held
—
QoQ Change in Holders
+14 / -4
Price History
SWKH — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Carlson Capital, L.P. | New Position | +8.5M | +$146.1M |
| M3F, Inc. | Increased | +120K | +$4.0M |
| CREDIT INDUSTRIEL ET COMMERCIAL | New Position | +125K | +$2.1M |
| KEYNOTE FINANCIAL SERVICES LLC | New Position | +7K | +$525K |
| GRACE & WHITE INC /NY | New Position | +19K | +$322K |
| State of Wyoming | New Position | +4K | +$71K |
| CWM, LLC | New Position | +2K | +$33K |
| Mirae Asset Global Investments Co., Ltd. | New Position | +1K | +$19K |
| HARBOR CAPITAL ADVISORS, INC. | New Position | +339 | +$6K |
| Marquette Asset Management, LLC | New Position | +188 | +$3K |
| Covestor Ltd | New Position | +110 | +$2K |
| Private Wealth Management Group, LLC | New Position | +68 | +$1K |
| MAI Capital Management | New Position | +1 | +$0 |
| PRELUDE CAPITAL MANAGEMENT, LLC | New Position | +10K | +$0 |
| Cornerstone Planning Group LLC | New Position | +41 | +$0 |
SWKH — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CANNELL CAPITAL LLC | Decreased | -178K | -$3.5B |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Closed Position | -115K | -$1.7B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -8K | -$1.1B |
| Empowered Funds, LLC | Closed Position | -58K | -$837.4M |
| STATE STREET CORP | Decreased | -1K | -$712.1M |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -6K | -$550.0M |
| NORTHERN TRUST CORP | Decreased | -922 | -$451.7M |
| MILLENNIUM MANAGEMENT LLC | Closed Position | -26K | -$374.9M |
| Dynamic Advisor Solutions LLC | Closed Position | -22K | -$319.9M |
| NewEdge Advisors, LLC | Decreased | -617 | -$254.8M |
| JPMORGAN CHASE & CO | Decreased | -2K | -$77.1M |
| BANK OF AMERICA CORP /DE/ | Decreased | -606 | -$76.3M |
| RHUMBLINE ADVISERS | Decreased | -908 | -$67.2M |
| UBS Group AG | Decreased | -1K | -$27.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Decreased | -229 | -$24.4M |
Top Institutional Holders(Q4 2025)
SWKH Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 60 | $171.7M | +13 |
| Q3 2025 | 47 | $18.7B | +0 |
| Q2 2025 | 47 | $18.7B | -7 |
| Q1 2025 | 54 | $172.5B | +0 |
| Q4 2024 | 54 | $981.2B | +8 |
| Q3 2024 | 46 | $15.1T | +2 |
| Q2 2024 | 44 | $12.9T | +5 |
| Q1 2024 | 39 | $15.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold SWKH (SWK Holdings Corporation). The largest holder is Carlson Capital, L.P. with $146.1M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own SWKH?
As of Q4 2025, 50 institutional investors report holding SWKH (SWK Holdings Corporation) in their 13F filings.
Who is the largest institutional holder of SWKH?
The largest institutional holder of SWKH is Carlson Capital, L.P. with $146.1M in shares.
Is institutional ownership of SWKH increasing or decreasing?
This quarter, 14 institutions opened new positions in SWKH and 4 closed their positions.