Skip to content
Disclosery

SWKH SWK HLDGS CORP

Follow

COM NEW (common)

53 managers (53 13F filers) reported a position in SWKH shares at 2025-03-31, 10,688,245 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
53
13F filers
53
New
5
Added
19
Reduced
16
Sold out
5
Shares held by filers
10,688,245

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Carlson Capital, L.P.8,493,088$148M82.52%013F-HRTimeline
M3F, Inc.791,733$13.8M3.78%-8,41813F-HRTimeline
CANNELL CAPITAL LLC354,759$6.17M2.08%+43313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC233,199$4.06M<0.01%-1,09113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.128,840$2.24M<0.01%-5,71613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC111,014$1.93M0.05%+3,02913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC76,275$1.33M<0.01%+84513F-HRTimelineGroup
Empowered Funds, LLC53,809$936K0.01%+1,92913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY52,836$919K<0.01%+5,13213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP48,257$839K<0.01%-75013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP46,469$808K<0.01%013F-HRTimelineGroup
Rangeley Capital, LLC43,662$759K0.86%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP34,521$600K<0.01%-94913F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC30,774$535K<0.01%-3,27013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,100$489K<0.01%-78313F-HRTimeline
Dynamic Advisor Solutions LLC21,727$378K0.01%new13F-HRTimeline
Perritt Capital Management Inc20,225$352K0.19%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,783$327K<0.01%new13F-HRTimelineGroup
GRACE & WHITE INC /NY18,721$326K0.06%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,111$263K<0.01%+27213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,572$219K<0.01%-27913F-HR/ATimelineGroup
State of Wyoming10,472$182K0.02%+3,09813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,787$118K<0.01%-5,56313F-HRTimelineGroup
RHUMBLINE ADVISERS5,690$98.9K<0.01%+66613F-HR/ATimeline
UBS Group AGin group UBS Group AG4,896$85.1K<0.01%+1,92713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,065$70.7K<0.01%+2,36413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,946$68.6K<0.01%-89413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,291$57.2K<0.01%-1,66213F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC2,752$47.9K<0.01%-38313F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND2,131$37.1K<0.01%013F-HR/ATimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…2,007$34.9K<0.01%+7813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,937$33.7K<0.01%+513F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,582$27.5K<0.01%-5413F-HRTimelineGroup
COMERICA BANK555$9.65K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…543$9.44K<0.01%-18813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS530$9.22K<0.01%-74113F-HRTimelineGroup
FMR LLCin group FMR LLC453$7.88K<0.01%+36013F-HRTimelineGroup
NewEdge Advisors, LLC328$5.7K<0.01%+113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc315$5.48K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…267$4.64K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…239$4.16K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.251$4K<0.01%+113F-HRTimeline
GAMMA Investing LLC195$3.39K<0.01%+8413F-HR/ATimeline
CWM, LLCin group CWM, LLC174$3K<0.01%+3013F-HRTimelineGroup
AMALGAMATED BANK122$2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC92$1.62K<0.01%+1813F-HRTimeline
Sterling Capital Management LLC56$974<0.01%-5413F-HRTimeline
Cornerstone Planning Group LLC50$961<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC27$470<0.01%new13F-HRTimeline
True Wealth Design, LLC12$209<0.01%+413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$52<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$35<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.