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Disclosery

SWKH SWK HLDGS CORP

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COM NEW (common)

55 managers (60 13F filers) reported a position in SWKH shares at 2026-03-31, 10,570,473 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
55
13F filers
60
New
5
Added
16
Reduced
20
Sold out
7
Shares held by filers
10,570,473

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$144M57.08%013F-HRTimeline
M3F, Inc.995,256$16.9M4.2%+141,80213F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL225,000$3.83M0.61%+100,00013F-HRTimeline
VANGUARD GROUP INCgroup of 4 filers holding213,605$3.63MnewTimeline
BlackRock, Inc.in group BlackRock, Inc.153,811$2.62M<0.01%-2,40313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC72,886$1.24M<0.01%-3,05313F-HRTimelineGroup
Rangeley Capital, LLC63,000$1.07M1.16%013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP49,449$841K<0.01%+9013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP48,067$818K<0.01%+33013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,442$807K<0.01%-23,49213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,683$607K<0.01%-3,97913F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC31,720$536K<0.01%-1,77013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,018$511K<0.01%-10213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,490$434K<0.01%-11313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC23,100$393K<0.01%-8,70013F-HRTimeline
GRACE & WHITE INC /NY18,721$318K0.06%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,000$170K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,205$122K<0.01%+2,52613F-HRTimelineGroup
RHUMBLINE ADVISERS4,441$75.5K<0.01%+72913F-HRTimeline
State of Wyoming2,761$47K0.01%-1,42513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding2,586$44K+34Timeline
NEW YORK STATE COMMON RETIREMENT FUND2,131$36.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,914$32.6K<0.01%+413F-HRTimelineGroup
NewEdge Advisors, LLC1,803$30.7K<0.01%-15,08913F-HR/ATimeline
UBS Group AGgroup of 2 filers holding1,667$28.4K+964Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,505$25.6K<0.01%+1,15413F-HRTimelineGroup
Police & Firemen's Retirement System of…1,369$23.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,340$22.6K<0.01%-2,29113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,132$19.3K<0.01%-2,27613F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS964$16.4K<0.01%-8213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC824$14K<0.01%-3,97013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA374$7K<0.01%+25613F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.336$6K<0.01%-313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc315$5.36K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…267$4.54K<0.01%013F-HRTimelineGroup
Essential Partners LLC194$3.3K<0.01%-113F-HRTimeline
Marquette Asset Management, LLC188$3.2K<0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…165$2.81K<0.01%-2113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC139$2.36K<0.01%+7013F-HRTimelineGroup
Sterling Capital Management LLC101$1.72K<0.01%-10913F-HRTimeline
IFP Advisors, Inc88$1.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…70$1.19K<0.01%-213F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62$1.05K<0.01%+5713F-HRTimelineGroup
Covestor Ltd32$1K<0.01%-7813F-HRTimeline
Allworth Financial LP45$766<0.01%+313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.36$612<0.01%013F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC21$357<0.01%new13F-HRTimeline
GAMMA Investing LLC20$340<0.01%new13F-HRTimeline
Arax Advisory Partners12$204<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC12$201<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7$119<0.01%013F-HRTimeline
True Wealth Design, LLC5$86<0.01%013F-HRTimeline
MAI Capital Management4$69<0.01%+313F-HRTimeline
Root Financial Partners, LLC1$17<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC1$17<0.01%new13F-HRTimeline