Who Owns SWKH?

SWK Holdings Corporation — Institutional Ownership & 13F Holdings

$15.95

-0.73 (-4.36%)

Market Cap

$205.4M

Shares Outstanding

12,095,979

Institutional Holders

54

Total Inst. Value

$186.6M

% of Float Held

QoQ Holder Change

+16

Institutional data as of Q1 2025

New Positions

6

Closed Positions

6

Increased

19

Decreased

16

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Carlson Capital, L.P.$147.7M8,493,088
2M3F, Inc.$13.8M791,733
3CANNELL CAPITAL LLC$6.2M354,759
4VANGUARD GROUP INC$4.1M233,199
5BlackRock, Inc.$2.2M128,840
6BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.9M111,014
7GEODE CAPITAL MANAGEMENT, LLC$1.3M76,275
8Empowered Funds, LLC$936K53,809
9MORGAN STANLEY$916K52,836
10STATE STREET CORP$839K48,257

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
M3F, Inc.-8K$13.8M
BlackRock, Inc.-6K$2.2M
JPMORGAN CHASE & CO-6K$117K
VICTORY CAPITAL MANAGEMENT INC-3K$535K
BARCLAYS PLC-2K$57K

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold SWKH?

As of Q1 2025, 54 institutional investors report holding SWKH (SWK Holdings Corporation) in their 13F filings.

Which hedge fund owns the most SWKH?

The largest institutional holder of SWKH is Carlson Capital, L.P. with $147.7M in shares.

Are institutions buying or selling SWKH?

This quarter, 6 institutions opened new positions in SWKH and 6 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.