| 0.02% |
| 4 | STATE STREET CORP | 8.8M | $823.7M | +5.0% | 5.795% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.9M | $647.3M | -0.1% | 4.554% | 0.03% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 5.1M | $476.7M | +1.8% | 3.354% | 0.09% |
| 7 | AMERIPRISE FINANCIAL INC | 4.5M | $427.3M | +13.4% | 3.006% | 0.09% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.3M | $399.9M | +2.5% | 2.818% | 0.02% |
| 9 | Invesco Ltd. | 3.7M | $349.3M | +2.9% | 2.458% | 0.03% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3.6M | $343.5M | +13.3% | 2.417% | 1.00% |
| 11 | UBS Group AG | 3.3M | $314.1M | +118.8% | 2.210% | 0.04% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.1M | $296.1M | +4.3% | 2.083% | 0.02% |
| 13 | MORGAN STANLEY | 3.1M | $292.6M | +12.6% | 2.058% | 0.02% |
| 14 | Great Hill Capital LLC | 2.6M | $291.4M | -3.8% | 1.694% | 6.78% |
| 15 | WELLS FARGO & COMPANY/MN | 2.7M | $256.6M | -31.1% | 1.805% | 0.04% |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.7M | $255.0M | +3.3% | 1.794% | 0.18% |
| 17 | Clean Energy Transition LLP | 2.6M | $247.6M | +1.1% | 1.742% | 17.24% |
| 18 | ProShare Advisors LLC | 2.2M | $202.8M | +6.6% | 1.426% | 0.29% |
| 19 | GOLDMAN SACHS GROUP INC | 2.1M | $200.3M | +28.4% | 1.409% | 0.02% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 1.8M | $169.1M | +47.9% | 1.196% | 0.06% |
| 21 | NORGES BANK | 1.8M | $166.6M | — | 1.172% | 0.02% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | $161.4M | +0.9% | 1.135% | 0.02% |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.7M | $156.3M | +1.1% | 1.100% | 0.05% |
| 24 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.5M | $138.2M | -36.2% | 0.972% | 0.19% |
| 25 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.4M | $131.4M | -2.5% | 0.925% | 0.66% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SWK — a direct measure of their conviction.
Institutions that fully closed their SWK position in Q2 2026
| 97.60% |
| +3.70 pp |
| $9.68B |
| +0.5% |
| Q4 2024 | 746 | 3.5% | 93.90% | +5.76 pp | $9.63B | 33% |
| Q3 2024 | 773 | — | 88.14% | — | $14.35B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
121 institutions opened new positions in SWK during Q2 2026, while 71 fully exited. 570 added to existing positions and 70 trimmed.
SWK institutional ownership rose by 4.30 percentage points quarter-over-quarter, with a net change of +53 holders.
The top 10 institutions account for 49.0% of all reported 13F value in SWK, and the top 25 account for 73.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.