AI Holders Summary · Q3 2026

857 institutions reported SWK in Q3 2026. Capital Research Global Investors leads at 12.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Capital Research Global Investors

CIK 0001422848

$1.2B13.2M0.17%Q3 2026 02

BlackRock, Inc.

CIK 0002012383

$1.0B10.7M0.01%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$955M10.1M0.02%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$769M8.7M0.02%Q3 2026 05

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$713M10.0M0.08%Q1 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$647M6.9M0.03%Q2 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$451M5.1M0.08%Q3 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$427M4.5M0.09%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$377M4.3M0.02%Q3 2026 10

Invesco Ltd.

CIK 0000914208

$308M3.5M0.02%Q3 2026 11

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$296M3.1M0.02%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$293M3.1M0.02%Q2 2026 13

UBS Group AG

CIK 0001610520

$284M3.2M0.04%Q3 2026 14

WELLS FARGO & COMPANY/MN

CIK 0000072971

$257M2.7M0.04%Q2 2026 15

SCHRODER INVESTMENT MANAGEMENT GROUP

CIK 0001086619

$255M2.7M0.18%Q2 2026 16

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$229M3.2M0.71%Q1 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$200M2.1M0.02%Q2 2026 18

Great Hill Capital LLC

CIK 0002096165

$188M2.1M12.02%Q3 2026 19

Clean Energy Transition LLP

CIK 0001911523

$185M2.6M12.03%Q1 2026 20

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$169M1.8M0.06%Q2 2026

Page 1 of 43

837 more holders available. Log in →