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Disclosery

SWKH SWK HLDGS CORP

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COM NEW (common)

57 managers (59 13F filers) reported a position in SWKH shares at 2025-12-31, 10,498,715 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
57
13F filers
59
New
9
Added
21
Reduced
19
Sold out
10
Shares held by filers
10,498,715

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$146M70.63%013F-HRTimeline
M3F, Inc.853,454$14.7M4.03%+120,29913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC213,544$3.67M<0.01%+16,83513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.156,214$2.69M<0.01%+12,98213F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL125,000$2.15M0.31%new13F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC75,939$1.31M<0.01%+12113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,934$1.22M<0.01%-7,67513F-HRTimelineGroup
CANNELL CAPITAL LLC63,069$1.08M0.69%-178,25313F-HRTimeline
Rangeley Capital, LLC63,000$1.08M0.93%+22,00013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP49,359$849K<0.01%013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP47,737$821K<0.01%-1,20313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY39,662$682K<0.01%+9,00513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,400$660K<0.01%+22,54613F-HR/ATimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC33,490$572K<0.01%-97413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC31,800$547K<0.01%-6,00013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,120$518K<0.01%-92213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,603$440K<0.01%+6,18313F-HRTimelineGroup
GRACE & WHITE INC /NY18,721$322K0.06%013F-HRTimeline
NewEdge Advisors, LLC16,892$291K<0.01%-61713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,000$172K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,794$82.5K<0.01%+48913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,679$80.3K<0.01%+88413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,638$79.8K<0.01%-60613F-HRTimelineGroup
State of Wyoming4,186$72K0.01%-22313F-HRTimeline
RHUMBLINE ADVISERS3,712$63.8K<0.01%-90813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,631$62.5K<0.01%-1,66713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,408$58.6K<0.01%+1,07713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding2,552$43.9K-229Timeline
NEW YORK STATE COMMON RETIREMENT FUND2,131$36.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,910$33K<0.01%+38313F-HRTimelineGroup
Police & Firemen's Retirement System of…1,369$23.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,109$19.1K<0.01%+51213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,046$18K<0.01%+38813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding703$12.1K-1,216Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…351$6.04K<0.01%-40913F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.339$6K<0.01%-613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc315$5.42K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…267$4.59K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC210$3.61K<0.01%013F-HRTimeline
Essential Partners LLC195$3.35K<0.01%+1013F-HRTimeline
Marquette Asset Management, LLC188$3.23K<0.01%new13F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…186$3.2K<0.01%-5413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118$2K<0.01%+3113F-HRTimelineGroup
Covestor Ltd110$2K<0.01%-4013F-HRTimeline
AMALGAMATED BANK96$2K<0.01%-2613F-HRTimeline
IFP Advisors, Inc88$1.51K<0.01%+3613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…72$1.24K<0.01%+1913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC69$1.19K<0.01%-11113F-HRTimelineGroup
Private Wealth Management Group, LLC68$1.17K<0.01%new13F-HRTimeline
Allworth Financial LP42$723<0.01%+313F-HRTimeline
Cornerstone Planning Group LLC41$711<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.36$619<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC12$206<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC7$120<0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5$86<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC5$86<0.01%+113F-HRTimeline
MAI Capital Management1$18<0.01%new13F-HRTimeline