| 0.01% |
| 4 | STATE STREET CORP | 8.8M | $599.7M | +4.8% | 5.883% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | $588.8M | -14.1% | 5.775% | 0.03% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 6.0M | $407.1M | +2.5% | 3.976% | 0.02% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.4M | $367.6M | +9.9% | 3.606% | 0.05% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 5.4M | $364.6M | +16.6% | 3.576% | 0.07% |
| 9 | FIL Ltd | 5.1M | $348.8M | -1.2% | 3.421% | 0.25% |
| 10 | Invesco Ltd. | 5.1M | $344.5M | -19.3% | 3.379% | 0.03% |
| 11 | NOMURA HOLDINGS INC | 4.9M | $332.4M | +73043.7% | 3.260% | 0.39% |
| 12 | GOLDMAN SACHS GROUP INC | 4.5M | $306.2M | +110.7% | 3.003% | 0.03% |
| 13 | Capital Research Global Investors | 4.4M | $297.3M | +116.9% | 2.917% | 0.04% |
| 14 | DnB Asset Management AS | 3.2M | $216.2M | +137.2% | 2.121% | 0.61% |
| 15 | Capital World Investors | 2.9M | $197.7M | — | 1.939% | 0.02% |
| 16 | UBS Group AG | 2.9M | $196.6M | +25.2% | 1.928% | 0.03% |
| 17 | MORGAN STANLEY | 2.8M | $190.3M | +2.4% | 1.867% | 0.01% |
| 18 | BANK OF AMERICA CORP /DE/ | 2.7M | $180.9M | +25.3% | 1.774% | 0.01% |
| 19 | NORGES BANK | 2.6M | $177.8M | — | 1.744% | 0.02% |
| 20 | FIRST TRUST ADVISORS LP | 2.5M | $166.9M | +11.0% | 1.637% | 0.10% |
| 21 | TWO SIGMA INVESTMENTS, LP | 2.2M | $148.4M | -37.4% | 1.455% | 0.11% |
| 22 | Bank of New York Mellon Corp | 2.1M | $143.6M | +1.0% | 1.409% | 0.02% |
| 23 | JANE STREET GROUP, LLC | 2.1M | $141.5M | +546.0% | 1.387% | 0.01% |
| 24 | VAN ECK ASSOCIATES CORP | 2.1M | $140.9M | +10.6% | 1.382% | 0.09% |
| 25 | JPMORGAN CHASE & CO | 1.8M | $119.8M | +25.3% | 1.172% | 0.01% |
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 SWKS — a direct measure of their conviction.
| 97.13% |
| +3.31 pp |
| $9.10B |
| 32% |
| Q4 2024 | 811 | 3.8% | 93.82% | +4.79 pp | $13.33B | +1.1% |
| Q3 2024 | 843 | — | 89.03% | — | $13.19B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
111 institutions opened new positions in SWKS during Q2 2026, while 83 fully exited. 474 added to existing positions and 103 trimmed.
SWKS institutional ownership rose by 15.77 percentage points quarter-over-quarter, with a net change of +42 holders.
The top 10 institutions account for 50.7% of all reported 13F value in SWKS, and the top 25 account for 75.1%.
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.