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Disclosery

SWKH SWK HLDGS CORP

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COM NEW (common)

59 managers (60 13F filers) reported a position in SWKH shares at 2025-09-30, 10,600,130 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
59
13F filers
60
New
11
Added
24
Reduced
16
Sold out
4
Shares held by filers
10,600,130

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$124M70.03%013F-HRTimeline
M3F, Inc.733,155$10.7M3.02%+34,72713F-HRTimeline
CANNELL CAPITAL LLC241,322$3.51M0.92%-73,29713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC196,709$2.86M<0.01%-4,34913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.143,232$2.08M<0.01%-1,28013F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC114,757$1.67M0.04%+48013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,609$1.14M<0.01%+3,95213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC75,818$1.1M<0.01%+50213F-HRTimelineGroup
Empowered Funds, LLC57,552$837K0.01%+48013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP49,359$718K<0.01%+76213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP48,940$712K<0.01%-71713F-HRTimelineGroup
Rangeley Capital, LLC41,000$597K0.56%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,800$550K<0.01%+60013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC34,464$499K<0.01%+16,28713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,042$452K<0.01%-2,34113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY30,657$446K<0.01%+1,77513F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,763$375K<0.01%-3,50913F-HRTimelineGroup
Dynamic Advisor Solutions LLC21,988$320K0.01%-54413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,420$283K<0.01%new13F-HRTimelineGroup
GRACE & WHITE INC /NY18,721$272K0.05%013F-HRTimeline
NewEdge Advisors, LLC17,509$255K<0.01%+17,19313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,854$231K<0.01%new13F-HRTimelineGroup
BAILARD, INC.13,974$203K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP13,458$196K0.02%+82113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,298$77.1K<0.01%+1,52713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,244$76.3K<0.01%-35113F-HR/ATimelineGroup
RHUMBLINE ADVISERS4,620$67.2K<0.01%-13213F-HRTimeline
State of Wyoming4,409$64.2K0.01%-1,49413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,305$62.6K<0.01%-1,10213F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,795$55.1K<0.01%+1,10813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding2,781$40.5K+852Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,331$33.9K<0.01%+38013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND2,131$31K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,919$27.9K<0.01%-39113F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,527$22K<0.01%+1,05413F-HRTimelineGroup
Police & Firemen's Retirement System of…1,369$19.9K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,000$14.6K<0.01%013F-HRTimeline
Arax Advisory Partners898$13.1K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…760$11.1K<0.01%-93113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS658$9.57K<0.01%+9413F-HRTimelineGroup
FMR LLCin group FMR LLC597$8.69K<0.01%+14813F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.345$5K<0.01%+14613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc315$4.58K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…267$3.88K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…240$3.49K<0.01%+113F-HRTimeline
Sterling Capital Management LLC210$3.06K<0.01%+9913F-HRTimeline
Essential Partners LLC185$2.69K<0.01%+17113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC180$2.62K<0.01%-94513F-HRTimelineGroup
Covestor Ltd150$2K<0.01%new13F-HRTimeline
AMALGAMATED BANK122$2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87$1K<0.01%-12,46713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$772<0.01%+3213F-HRTimelineGroup
IFP Advisors, Inc52$757<0.01%+1913F-HR/ATimeline
Allworth Financial LP39$568<0.01%+3313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.36$524<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC6$88<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$73<0.01%new13F-HRTimeline
True Wealth Design, LLC4$59<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$15<0.01%new13F-HRTimeline