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Swarmer Inc (SWMR)

CUSIP: 86989Y109 | NYSE | 98 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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/ASerhii Kupriienko4,674,52828.7%+866,933Sep 21, 2026No 13F filer matched
13D/APhilip Wagenheim835,8405.0%−289,141Sep 15, 2026

Institutional Holders — Q3 2026

Geode Capital Management, LLC80,474
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC28,000
0.0% of portfolio›$499.2K
Fifth Third Bancorp23,400
0.0% of portfolio›$417.2K
LPL Financial LLC22,694
0.0% of portfolio›$404.6K
Magnus Financial Group LLC20,000
0.0% of portfolio›$356.6K
Veracity Capital LLC15,050
0.1% of portfolio›$268.3K
Bank of New York Mellon Corp12,886
0.0% of portfolio›$229.8K
T3 Companies, LLC10,161
0.2% of portfolio›$181.2K
Pacific Capital Wealth Advisors, Inc.10,000
0.0% of portfolio›$178.3K
FNY Investment Advisers, LLC10,000
0.0% of portfolio›$178
EverSource Wealth Advisors, LLC5,561
0.0% of portfolio›$99.2K
Deutsche Bank Ag\3,099
0.0% of portfolio›$55.3K
Barclays PLC1,107
0.0% of portfolio›$19.7K
SBI Securities Co., Ltd.964
0.0% of portfolio›$17.2K
WPG Advisers, LLC747
0.0% of portfolio›$13.3K
Cassaday & Co Wealth Management LLC426
0.0% of portfolio›$7.6K
Russell Investments Group, Ltd.367
0.0% of portfolio›$6.5K
Farther Finance Advisors, LLC333
0.0% of portfolio›$5.9K
PNC Financial Services Group, Inc.325
0.0% of portfolio›$5.8K
Leonteq Securities AG300
0.0% of portfolio›$5.3K
Creative Financial Designs Inc237
0.0% of portfolio›$4.2K
IFP Advisors, Inc200
0.0% of portfolio›$3.6K
Hilltop National Bank180
0.0% of portfolio›$3.2K
Citigroup Inc154
0.0% of portfolio›$2.7K
Costello Asset Management, Inc137
0.0% of portfolio›$2.4K
Gamma Investing LLC129
0.0% of portfolio›$2.3K
Bullock Wealth Management Group128
0.0% of portfolio›$2.1K
CX Institutional120
0.0% of portfolio›$2
Sterling Capital Management LLC114
0.0% of portfolio›$2.0K
Nova Financial LLC100
0.0% of portfolio›$1.8K
Ascentis Independent Advisors91
0.0% of portfolio›$1.6K
CoreCap Advisors, LLC83
0.0% of portfolio›$1.5K
Jacobi Capital Management LLC66
0.0% of portfolio›$1.2K
IMG Wealth Management, Inc.38
0.0% of portfolio›$678
Atlantic Edge Private Wealth Management, LLC10
0.0% of portfolio›$179
SJS Investment Consulting Inc.5
0.0% of portfolio›$90
StyleTurnoverLocationFiled
Geode Capital Management, LLC
80,474$1.4M0.0%IndexVery LowBoston, MA2026-11-06
Concurrent Investment Advisors, LLC
28,000$499.2K0.0%GrowthMediumTampa, FL2026-10-16
Fifth Third Bancorp
23,400$417.2K0.0%IndexVery LowCincinnati, OH2026-11-05
LPL Financial LLC
22,694$404.6K0.0%IndexVery LowFort Mill, SC2026-11-06
Magnus Financial Group LLC
20,000$356.6K0.0%ETFLowNew York, NY2026-10-21
Veracity Capital LLC
15,050$268.3K0.1%GrowthLowAtlanta, GA2026-10-08
Bank of New York Mellon Corp
12,886$229.8K0.0%CoreLowNew York, NY2026-11-05
T3 Companies, LLC
10,161$181.2K0.2%CoreVery HighNew York, NY2026-10-22
Pacific Capital Wealth Advisors, Inc.
10,000$178.3K0.0%ETFLowCorona, CA2026-10-22
FNY Investment Advisers, LLC
10,000$1780.0%GrowthVery HighNew York, NY2026-10-16
EverSource Wealth Advisors, LLC
5,561$99.2K0.0%CoreMediumBirmingham, AL2026-11-04
Deutsche Bank Ag\
3,099$55.3K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Barclays PLC
1,107$19.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
SBI Securities Co., Ltd.
964$17.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
WPG Advisers, LLC
747$13.3K0.0%CoreLowBaltimore, MD2026-10-27
Cassaday & Co Wealth Management LLC
426$7.6K0.0%ETFVery LowMclean, VA2026-10-27
Russell Investments Group, Ltd.
367$6.5K0.0%CoreLowSeattle, WA2026-11-06
Farther Finance Advisors, LLC
333$5.9K0.0%IndexLowSan Francisco, CA2026-10-08
PNC Financial Services Group, Inc.
325$5.8K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Leonteq Securities AG
300$5.3K0.0%CoreHighZurich, Switzerland2026-10-29
Creative Financial Designs Inc
237$4.2K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
200$3.6K0.0%GrowthLowTampa, FL2026-10-16
Hilltop National Bank
180$3.2K0.0%CoreLowCasper, WY2026-10-14
Citigroup Inc
154$2.7K0.0%CoreMediumNew York, NY2026-11-04
Costello Asset Management, Inc
137$2.4K0.0%CoreLowFeasterville, PA2026-10-30
Gamma Investing LLC
129$2.3K0.0%IndexVery LowFoster City, CA2026-10-08
Bullock Wealth Management Group
128$2.1K0.0%GrowthLowBloomington, IN2026-10-09
CX Institutional
120$20.0%CoreMediumAuburn, IN2026-10-02
Sterling Capital Management LLC
114$2.0K0.0%GARPMediumCharlotte, NC2026-10-22
Nova Financial LLC
100$1.8K0.0%N/AN/ATucson, AZ2026-11-04
Ascentis Independent Advisors
91$1.6K0.0%ETFLowDallas, TX2026-11-03
CoreCap Advisors, LLC
83$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
Jacobi Capital Management LLC
66$1.2K0.0%CoreLowPittston, PA2026-11-05
IMG Wealth Management, Inc.
38$6780.0%ETFMediumJacksonville, FL2026-10-27
Atlantic Edge Private Wealth Management, LLC
10$1790.0%CoreLowJacksonville, FL2026-10-20
SJS Investment Consulting Inc.
5$900.0%ETFVery LowSylvania, OH2026-10-26
No 13F filer matched
13GRg.ai Technologies, Inc.1,309,33111.0%New 5%+ stakeMar 18, 2026No 13F filer matched
13DAlexander Fink1,483,55113.4%New 5%+ stakeMar 16, 2026No 13F filer matched
13D/ASerhii Kupriienko4,674,528
28.7% of class · Sep 21, 2026+866,933
No 13F filer matched
13D/APhilip Wagenheim835,840
5.0% of class · Sep 15, 2026−289,141
No 13F filer matched
13GRg.ai Technologies, Inc.1,309,331
11.0% of class · Mar 18, 2026New 5%+ stake
No 13F filer matched
13DAlexander Fink1,483,551
13.4% of class · Mar 16, 2026New 5%+ stake
No 13F filer matched