Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SWKH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CREDIT INDUSTRIEL ET COMMERCIAL | 225K | $3.8M | +80.0% | 1.860% | 0.31% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 175K | $3.0M | β | 1.449% | 0.00% |
| 3 | BlackRock, Inc. | 154K | $2.6M | -1.5% | 1.272% | 0.00% |
| 4 | EverSource Wealth Advisors, LLC | 7K | $1.8M | +9830.6% | 0.059% | 0.05% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 73K | $1.2M | -4.0% | 0.603% | 0.00% |
| 6 | Rangeley Capital, LLC | 63K | $1.1M | 0.0% | 0.521% | 1.13% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 49K | $841K | +0.2% | 0.409% | 0.00% |
| 8 | STATE STREET CORP | 48K | $818K | +0.7% | 0.397% | 0.00% |
| 9 | RAYMOND JAMES FINANCIAL INC | 47K | $807K | -33.1% | 0.392% | 0.00% |
| 10 | MORGAN STANLEY | 36K | $607K | -10.0% | 0.295% | 0.00% |
| 11 | NORTHERN TRUST CORP | 30K | $511K | -0.3% | 0.248% | 0.00% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 25K | $434K | -0.4% | 0.211% | 0.00% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 23K | $393K | -27.4% | 0.191% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 20K | $338K | β | 0.164% | 0.00% |
| 15 | GRACE & WHITE INC /NY | 19K | $318K | 0.0% | 0.155% | 0.06% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 17K | $290K | β | 0.141% | 0.00% |
| 17 | PRELUDE CAPITAL MANAGEMENT, LLC | 10K | $170K | 0.0% | 0.083% | 0.01% |
| 18 | Russell Investments Group, Ltd. | 7K | $122K | +54.0% | 0.060% | 0.00% |
| 19 | RHUMBLINE ADVISERS | 4K | $76K | +19.6% | 0.037% | 0.00% |
| 20 | State of Wyoming | 3K | $47K | -34.0% | 0.023% | 0.01% |
| 21 | NEW YORK STATE COMMON RETIREMENT FUND | 2K | $36K | 0.0% | 0.018% | 0.00% |
| 22 | CWM, LLC | 2K | $33K | +0.2% | 0.016% | 0.00% |
| 23 | Tower Research Capital LLC (TRC) | 2K | $26K | +328.8% | 0.012% | 0.00% |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1K | $25K | +2.4% | 0.012% | 0.00% |
| 25 | Vanguard Global Advisers, LLC | 1K | $24K | β | 0.011% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SWKH β a direct measure of their conviction.
Filings activity in SWKH during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SWKH position in Q1 2026
Institutions that fully closed their SWKH position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 55 | 5.2% | 10.20% | 75.74 pp | $20M | 88% |
| Q4 2025 | 58 | +1.8% | 85.94% | +11.67 pp | $165M | +16% |
| Q3 2025 | 57 | +7.5% | 74.27% | 1.19 pp | $143M | 1.6% |
| Q2 2025 | 53 | +0.0% | 75.46% | 13.98 pp | $145M | 16% |
| Q1 2025 | 53 | +0.0% | 89.44% | +7.79 pp | $172M | +9.5% |
| Q4 2024 | 53 | +0.0% | 81.65% | 12.98 pp | $157M | 14% |
| Q3 2024 | 53 | +6.0% | 94.63% | 0.48 pp | $182M | 0.5% |
| Q2 2024 | 50 | β | 95.11% | β | $183M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SWKH stock.
Based on Q1 2026 13F filings, institutional ownership of SWK Holdings Corporation stands at 10.2%, held across 55 reporting institutions.
CREDIT INDUSTRIEL ET COMMERCIAL is the largest reported institutional holder of SWKH, with approximately 225,000 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of SWKH, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SWKH is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in SWKH during Q1 2026, while 11 fully exited. 15 added to existing positions and 30 trimmed.
SWKH institutional ownership fell by 75.74 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 84.6% of all reported 13F value in SWKH, and the top 25 account for 99.1%.
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.
SWK Holdings Corporation (SWKH) Institutional Ownership