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SWK Holdings Corp (SWKH)

CUSIP: 78501P203 | NYSE | Financial Services · Asset Management | Micro Cap | 126 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ACarlson Capital, L.P.00.0%No shares heldApr 6, 20268,493,088 sh (Mar 31, 2026)
13D/ACarlson Capital, L.P.0
0.0% of class · Apr 6, 2026No shares held
8,493,088 sh (Mar 31, 2026)

Institutional Holders — Q2 2026

IFP Advisors, Inc86
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
IFP Advisors, Inc
86$1.4K0.0%GrowthLowTampa, FL2026-07-20