SWK Holdings Corp (SWKH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

8,517,014Shares held by institutions

$142,915,495Value of institutional holdings

86.58%Institutional ownership %

-0.34%Shares Changed QoQ

51No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

SWK Holdings Corp (NASDAQ:SWKH) has 58 institutional investors with active 13F positions as of December 2025.

They owned 86.7% of outstanding stock in December 2025, down from 87.6% the prior quarter.
Their total shares held in SWKH increased 1.33% quarter over quarter, and separately, investors owning SWK Holdings increased 11.54% from a year ago.
Activity in SWKH broke down as 27 buyers, 20 sellers, and 11 unchanged among 58 total holders.
The aggregate institutional position in SWK Holdings amounted to 10.5Mn shares as of December 2025, up by 137.38K shares quarter on quarter, and down 262.55K shares year over year.
Carlson Capital, L.P. is the top holder of SWK Holdings as of December 31, 2025, with 8.49Mn shares representing 70.09% of outstanding stock.
The largest buyers of SWK Holdings for the quarter ending December 2025 were CREDIT INDUSTRIEL ET COMMERCIAL (125.0K), M3F, Inc. (120.3K), Goldman Sachs Group Inc (22.55K), Rangeley Capital, LLC (22.0K), VANGUARD GROUP INC (16.84K).
The largest sales of SWKH for the quarter ending December 2025 came from CANNELL CAPITAL LLC (178.25K), Raymond James Financial Inc (7.68K), Jpmorgan Chase & Co (6.96K), RENAISSANCE TECHNOLOGIES LLC (6.0K), Bank Of America Corp /De/ (5.85K).
Per Business Quant, the top 10 investors in SWKH for the quarter ending December 2025 include Carlson Capital, L.P. (8.49Mn), M3F, Inc. (853.45K), VANGUARD GROUP INC (213.54K), BlackRock, Inc. (156.21K), CREDIT INDUSTRIEL ET COMMERCIAL (125.0K), GEODE CAPITAL MANAGEMENT, LLC (75.94K), Raymond James Financial Inc (70.93K), CANNELL CAPITAL LLC (63.07K), Rangeley Capital, LLC (63.0K), DIMENSIONAL FUND ADVISORS LP (49.36K).

58 Institutional Holders

8,517,014 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	12,982	9.06%	$0.00
Carlson Capital, L.P.	31 Dec, 2025	0	0.00%	$0.00
NewEdge Advisors, LLC	31 Dec, 2025	-617	-3.52%	$0.00
Barclays Plc	31 Dec, 2025	-3,972	-45.31%	$0.00
M3F, Inc.	31 Dec, 2025	120,299	16.41%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	884	23.29%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	16,835	8.56%	$0.00
State of Wyoming	31 Dec, 2025	-223	-5.06%	$0.00
CREDIT INDUSTRIEL ET COMMERCIAL	31 Dec, 2025	125,000	0.00%	$0.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	-229	-13.66%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	121	0.16%	$0.00
Police & Firemen's Retirement System of New Jersey	31 Dec, 2025	0	0.00%	$0.00
Raymond James Financial Inc	31 Dec, 2025	-7,675	-9.76%	$0.00
UBS Group AG	31 Dec, 2025	-1,372	-71.50%	$0.00
CANNELL CAPITAL LLC	31 Dec, 2025	-178,253	-73.87%	$0.00
Covestor Ltd	31 Dec, 2025	-40	-26.67%	$0.00
Rangeley Capital, LLC	31 Dec, 2025	22,000	53.66%	$0.00
IFP Advisors, Inc	31 Dec, 2025	-15	-14.56%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	0	0.00%	$0.00
EverSource Wealth Advisors, LLC	31 Dec, 2025	19	35.85%	$0.00

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