Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
697 institutional managers reported holding SWK for the quarter ended Mar 31, 2026. Together they hold about 92% of shares outstanding; the top 10 hold 53%. 95 opened new positions; 99 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 18.36M | 12.05% | $1.30B | added +1.1% | ≤2013 |
| Capital Research Global Investors | 12.98M | 8.52% | $921.7M | added +0.9% | 2018 Q3 |
| BlackRock | 10.32M | 6.78% | $733.3M | added +0.6% | ≤2013 |
| T. Rowe Price | 10.03M | 6.58% | $712.6M | added +1.3% | ≤2013 |
| State Street | 8.34M | 5.47% | $592.0M | trimmed -6.2% | ≤2013 |
| Dimensional Fund Advisors | 4.98M | 3.27% | $353.5M | added +1.9% | ≤2013 |
| Geode Capital | 4.15M | 2.72% | $294.9M | added +2.7% | ≤2013 |
| Ameriprise Financial INC | 4.00M | 2.63% | $284.5M | trimmed -0.6% | ≤2013 |
| Wells Fargo & COMPANY/MN | 3.96M | 2.60% | $281.0M | added +0.8% | ≤2013 |
| Invesco | 3.61M | 2.37% | $256.1M | added +8.3% | ≤2013 |
| Hotchkis & Wiley Capital Management LLC | 3.22M | 2.11% | $228.8M | unchanged | 2022 Q2 |
| Morgan Stanley | 2.76M | 1.81% | $196.2M | added +16.1% | ≤2013 |
| Schroder Investment Management Group | 2.62M | 1.72% | $186.4M | added +1.5% | ≤2013 |
| Clean Energy Transition LLP (focused) | 2.60M | 1.71% | $184.8M | trimmed -11.4% | 2022 Q2 |
| Adage Capital Partners GP, L.l.c. | 2.30M | 1.51% | $163.4M | added +200.4% | 2025 Q3 |
| ProShare Advisors LLC | 2.02M | 1.33% | $143.6M | trimmed -13.4% | ≤2013 |
| UBS | 1.90M | 1.25% | $135.2M | added +1.8% | ≤2013 |
| Charles Schwab Investment Management | 1.70M | 1.11% | $120.6M | added +3.4% | ≤2013 |
| Goldman Sachs | 1.66M | 1.09% | $117.7M | added +9.6% | ≤2013 |
| MFS Investment Management | 1.64M | 1.08% | $116.7M | trimmed -12.2% | ≤2013 |
| Fort Washington Investment Advisors INC /OH/ | 1.43M | 0.94% | $101.8M | trimmed -8.3% | 2022 Q2 |
| Northern Trust | 1.34M | 0.88% | $94.8M | added +1.1% | ≤2013 |
| BNY Mellon | 1.30M | 0.85% | $92.1M | added +1.1% | ≤2013 |
| AQR Capital | 1.22M | 0.80% | $86.8M | added +139.7% | 2014 Q4 |
| Bank OF America CORP /DE/ | 845.8k | 0.56% | $60.1M | trimmed -36% | ≤2013 |
| Cooke & Bieler LP | 833.9k | 0.55% | $59.2M | trimmed -32.8% | 2021 Q1 |
| Stifel Financial CORP | 754.1k | 0.49% | $53.6M | added +3.7% | ≤2013 |
| Freestone Grove Partners LP | 708.0k | 0.47% | $50.3M | added +515.6% | 2025 Q3 |
| Arrowstreet Capital | 667.7k | 0.44% | $47.4M | opened | 2024 Q4 |
| Vest Financial, LLC | 619.9k | 0.41% | $44.0M | trimmed -13% | 2020 Q4 |
| Deutsche Bank AG\ | 556.5k | 0.36% | $39.5M | added +16.3% | ≤2013 |
| Clark Capital Management Group, INC. | 552.0k | 0.36% | $39.2M | opened | 2026 Q1 |
| BNP Paribas Financial Markets | 539.2k | 0.35% | $38.3M | added +70.8% | ≤2013 |
| Wilsey Asset Management INC (focused) | 533.5k | 0.35% | $37.9M | added +2% | 2025 Q2 |
| Paralel Advisors LLC | 530.0k | 0.35% | $37.6M | trimmed -22.1% | 2023 Q1 |
| Mariner, LLC | 520.2k | 0.34% | $37.0M | added +9.8% | 2021 Q2 |
| American Century Companies INC | 514.8k | 0.34% | $36.6M | added +8172.1% | 2025 Q4 |
| First Trust Advisors LP | 480.7k | 0.32% | $34.1M | added +7.8% | ≤2013 |
| Gotham Asset Management | 466.3k | 0.31% | $33.1M | added +75.5% | 2019 Q1 |
| Nomura Asset Management CO LTD | 462.0k | 0.30% | $32.8M | trimmed -13.2% | ≤2013 |
| FMR (Fidelity) | 449.7k | 0.29% | $31.9M | added +3.7% | ≤2013 |
| Aegon Asset Management UK PLC | 435.2k | 0.29% | $30.9M | opened | 2026 Q1 |
| Alyeska Investment Group | 432.6k | 0.28% | $30.7M | trimmed -63.7% | 2025 Q3 |
| Nuveen | 416.0k | 0.27% | $29.5M | added +8.5% | ≤2013 |
| Wellington Management | 409.3k | 0.27% | $29.1M | added +13.8% | 2018 Q3 |
| Ariel Investments, LLC | 397.0k | 0.26% | $28.2M | trimmed -5.8% | ≤2013 |
| Manufacturers Life Insurance Company, THE | 371.3k | 0.24% | $26.4M | added +11.7% | ≤2013 |
| Royal Bank OF Canada | 359.0k | 0.24% | $25.5M | trimmed -6.4% | ≤2013 |
| Janney Montgomery Scott LLC | 352.6k | 0.23% | $25.0M | added +65.4% | ≤2013 |
| Commonwealth Equity Services, LLC | 349.0k | 0.23% | $24.8M | added +4% | ≤2013 |
Largest 50 of 697 shown; the full ranked, searchable register is at boothcheck.com/holders/SWK. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.