Skip to content
Disclosery

SWKH SWK HLDGS CORP

Follow

COM NEW (common)

54 managers (54 13F filers) reported a position in SWKH shares at 2025-06-30, 10,582,769 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
54
13F filers
54
New
8
Added
18
Reduced
19
Sold out
8
Shares held by filers
10,582,769

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$125M71.16%013F-HRTimeline
M3F, Inc.698,428$10.3M2.9%-93,30513F-HRTimeline
CANNELL CAPITAL LLC314,619$4.64M1.45%-40,14013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC201,058$2.96M<0.01%-32,14113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.144,512$2.13M<0.01%+15,67213F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC114,277$1.68M0.04%+3,26313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC75,316$1.11M<0.01%-95913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,657$1.1M<0.01%+55,87413F-HRTimelineGroup
Empowered Funds, LLC57,072$841K0.01%+3,26313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP49,657$732K<0.01%+1,40013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP48,597$717K<0.01%+2,12813F-HRTimelineGroup
Rangeley Capital, LLC41,000$604K0.76%-2,66213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,200$548K<0.01%+9,10013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,383$492K<0.01%-1,13813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC29,272$431K<0.01%+14,16113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY28,882$426K<0.01%-23,95413F-HRTimelineGroup
Dynamic Advisor Solutions LLC22,532$332K0.01%+80513F-HRTimeline
GRACE & WHITE INC /NY18,721$276K0.05%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC18,177$267K<0.01%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP12,637$186K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,554$185K<0.01%-1813F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,102$164K<0.01%new13F-HRTimelineGroup
State of Wyoming5,903$87K0.01%-4,56913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,595$82.5K<0.01%+1,64913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,407$79.7K<0.01%+2,11613F-HR/ATimelineGroup
RHUMBLINE ADVISERS4,752$70K<0.01%-93813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,771$55.6K<0.01%-3,01613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,687$40.7K<0.01%-1,37813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,310$34K<0.01%-2,58613F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND2,131$31.4K<0.01%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,951$28.8K<0.01%+1413F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…1,929$28.4K<0.01%-7813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,691$24.9K<0.01%+1,14813F-HRTimelineGroup
Police & Firemen's Retirement System of…1,369$20.2K<0.01%new13F-HRTimeline
Uniplan Investment Counsel, Inc.1,216$17.9K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,125$16.6K<0.01%-1,62713F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,000$14.7K<0.01%+97313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS564$8.31K<0.01%+3413F-HRTimelineGroup
CWM, LLCin group CWM, LLC473$7K<0.01%+29913F-HRTimelineGroup
FMR LLCin group FMR LLC449$6.62K<0.01%-413F-HRTimelineGroup
NewEdge Advisors, LLC316$4.66K<0.01%-1213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc315$4.64K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…267$3.94K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…239$3.52K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.199$3K<0.01%-5213F-HRTimeline
AMALGAMATED BANK122$2K<0.01%013F-HRTimeline
Sterling Capital Management LLC111$1.64K<0.01%+5513F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB53$781<0.01%new13F-HRTimeline
IFP Advisors, Inc33$516<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$310<0.01%+1913F-HRTimelineGroup
Essential Partners LLC14$206<0.01%13F-HRTimeline
GAMMA Investing LLC9$133<0.01%-18613F-HRTimeline
Allworth Financial LP6$89<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.