SWK Institutional Ownership
Top institutional (13F) holders of SWK and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
48
Institutional value
$10.2B
Top holder
Capital Research Global Investors
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| Capital Research Global Investorsinvestment advisor | 8.8% | Aug 12, 2026 | $1.23B |
| T. Rowe Price Associates, Inc.investment advisor | 7.4% | Aug 14, 2026 | $1.04B |
| BlackRock, Inc.holding company | 7.2% | Aug 7, 2026 | $1.01B |
| Vanguard Capital Managementinvestment advisor | 6.8% | Aug 13, 2026 | $954.74M |
| STATE STREET CORPORATIONholding company | 5.9% | Sep 22, 2026 | $823.72M |
| Vanguard Portfolio Managementinvestment advisor | 4.6% | Aug 13, 2026 | $647.26M |
| Dimensional Fund Advisors LPinvestment advisor | 3.4% | Nov 4, 2026 | $450.8M |
| Ameriprise Financial, Inc.holding company | 3.1% | Aug 14, 2026 | $427.31M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.9% | Nov 6, 2026 | $376.8M |
| Invesco Ltd.holding company | 2.5% | Aug 14, 2026 | $349.33M |
| UBS Group AGbank | 2.2% | Aug 13, 2026 | $314.13M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 2.1% | Aug 14, 2026 | $296.06M |
| MORGAN STANLEYholding company | 2.1% | Aug 13, 2026 | $292.57M |
| WELLS FARGO & COMPANY/MNinvestment advisor | 1.8% | Aug 14, 2026 | $256.56M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 1.4% | Aug 14, 2026 | $200.33M |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | 1.2% | Aug 14, 2026 | $169.07M |
| Norges Bankother | 1.2% | Aug 12, 2026 | $166.56M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 1.2% | Aug 14, 2026 | $161.36M |
| Massachusetts Financial Services Companyinvestment advisor | 1.1% | Aug 3, 2026 | $156.34M |
| Bank of New York Mellon Corpholding company | 1.0% | Nov 5, 2026 | $135.14M |
| NORTHERN TRUST CORPinvestment advisor | 0.9% | Aug 13, 2026 | $128.63M |
| BANK OF AMERICA CORP /DE/holding company | 0.6% | Aug 14, 2026 | $85.61M |
| CITADEL ADVISORS LLCinvestment advisor | 0.4% | Sep 1, 2026 | $53.65M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIPinvestment advisor | 0.4% | May 14, 2026 | $47.45M |
| JANE STREET GROUP, LLCholding company | 0.3% | Aug 14, 2026 | $43.05M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| Capital Research Global Investorsinvestment advisor | SC 13G | 7.5% | May 13, 2025 |
| Vanguard Capital Managementinvestment advisor | SC 13G | 7.3% | Apr 30, 2026 |
| T. Rowe Price Associates, Inc.investment advisor | SC 13G/A | 6.3% | Nov 14, 2025 |
| BlackRock, Inc.holding company | SC 13G/A | 6.3% | Oct 17, 2025 |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.