DOSSIER · 13F Holders · Q1 2026
SWKH

SWK HLDGS CORP

10 institutions still hold SWK HLDGS CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78501P203·10 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$19M
visible holders
Holders
10
filers reporting
Concentration
91.11%
M3F, Inc. #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported SWKH in Q1 2026. M3F, Inc. leads at 91.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
M3F, Inc.
CIK 0001511291
$17M995K4.20%Q1 2026
02
Rangeley Capital, LLC
CIK 0001517796
$1M63K1.04%Q1 2026
03
ACADIAN ASSET MANAGEMENT LLC
CIK 0000916542
$536K32K0.00%Q1 2026
04
CWM, LLC
CIK 0001535847
$33K2K0.00%Q1 2026
05
HARBOR CAPITAL ADVISORS, INC.
CIK 0001039128
$6K3360.00%Q1 2026
06
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 0001081019
$3K1650.00%Q1 2026
07
IFP Advisors, Inc
CIK 0001641866
$1K860.00%Q2 2026
08
Covestor Ltd
CIK 0001909846
$1K320.00%Q1 2026
09
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$8650.00%Q4 2025
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at SWK HLDGS CORP
Hatcher Robert K.Albright JerryDotter Laurie L.Staggs Joe David JrRice AdamPennington Marcus Edward