SWK Holdings Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CARLSON CAPITAL L P | 11/05/2025 | 8.49 M | $123.57 M | 0.00% | 69.57% |
| M3F, INC. | 11/12/2025 | 733.16 K | $10.67 M | 4.97% | 6.01% |
| CANNELL CAPITAL LLC | 11/14/2025 | 241.32 K | $3.51 M | -23.30% | 1.98% |
| VANGUARD GROUP INC | 11/07/2025 | 196.71 K | $2.86 M | -2.16% | 1.61% |
| BLACKROCK, INC. | 11/12/2025 | 143.23 K | $2.08 M | -0.89% | 1.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 114.76 K | $1.67 M | 0.42% | 0.94% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 78.61 K | $1.14 M | 5.29% | 0.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 75.82 K | $1.10 M | 0.67% | 0.62% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 57.55 K | $837.38 K | 0.84% | 0.47% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 49.36 K | $718.13 K | 1.57% | 0.40% |
| STATE STREET CORP | 11/14/2025 | 48.94 K | $712.08 K | -1.44% | 0.40% |
| RANGELEY CAPITAL, LLC | 11/14/2025 | 41.00 K | $596.55 K | 0.00% | 0.34% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 37.80 K | $549.99 K | 1.61% | 0.31% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 34.46 K | $499.00 K | 89.60% | 0.28% |
| NORTHERN TRUST CORP | 11/14/2025 | 31.04 K | $451.66 K | -7.01% | 0.25% |
| MORGAN STANLEY | 11/14/2025 | 30.66 K | $446.08 K | 6.15% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 25.76 K | $374.85 K | -11.99% | 0.21% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/09/2025 | 21.99 K | $319.93 K | -2.41% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 19.42 K | $282.56 K | 100.00% | 0.16% |
| GRACE & WHITE INC /NY | 10/23/2025 | 18.72 K | $272.39 K | 0.00% | 0.15% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 17.51 K | $254.76 K | 5,440.82% | 0.14% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 15.85 K | $230.68 K | 100.00% | 0.13% |
| BAILARD, INC. | 10/30/2025 | 13.97 K | $203.32 K | 100.00% | 0.11% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 13.46 K | $196.00 K | 6.50% | 0.11% |
| JPMORGAN CHASE & CO | 11/26/2025 | 5.30 K | $77.09 K | 40.49% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.24 K | $76.30 K | -6.27% | 0.04% |
| RHUMBLINE ADVISERS | 11/06/2025 | 4.62 K | $67.22 K | -2.78% | 0.04% |
| STATE OF WYOMING | 11/04/2025 | 4.41 K | $64.15 K | -25.31% | 0.04% |
| BARCLAYS PLC | 11/12/2025 | 4.31 K | $62.64 K | -20.38% | 0.04% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 3.80 K | $55.11 K | 41.24% | 0.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.33 K | $33.92 K | 19.48% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 2.13 K | $31.01 K | 0.00% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 1.92 K | $27.92 K | -16.93% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 1.68 K | $24.39 K | -13.12% | 0.01% |
| CWM, LLC | 10/15/2025 | 1.53 K | $22.00 K | 222.83% | 0.01% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 1.37 K | $19.92 K | 0.00% | 0.01% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 11/03/2025 | 1.11 K | $16.08 K | 100.00% | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 1.00 K | $14.55 K | 0.00% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 898 | $13.07 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 760 | $11.06 K | -55.06% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 658 | $9.57 K | 16.67% | 0.01% |
| FMR LLC | 11/13/2025 | 597 | $8.69 K | 32.96% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 10/15/2025 | 345 | $5.00 K | 73.37% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 315 | $4.58 K | 0.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 267 | $3.89 K | 0.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 240 | $3.49 K | 0.42% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 210 | $3.06 K | 89.19% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 180 | $2.62 K | -84.00% | 0.00% |
| COVESTOR LTD | 10/30/2025 | 150 | $2.00 K | 100.00% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 122 | $2.00 K | 0.00% | 0.00% |
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SWK Holdings Corporation institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of SWK Holdings Corporation. The most heavily invested institutionals were:
CARLSON CAPITAL L P: 8.49 M
M3F, Inc.: 733,155
CANNELL CAPITAL LLC: 241,322
VANGUARD GROUP INC: 196,709
BlackRock, Inc.: 143,232
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 114,757
86.83% of SWK Holdings Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 10.80 M shares in the last 24 months. This purchase volume represents approximately $158.37 M in transactions.