Who owns SWKS (SWKS)
Which tracked institutional funds hold SWKS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWKS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
98 tracked funds added or opened SWKS while 196 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SWKS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SWKS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SWKS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 670 tracked filers holding SWKS, 346 increased or opened the position and 358 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SWKS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- VANGUARD PORTFOLIO MANAGEMENT LLC$542M
- VANGUARD CAPITAL MANAGEMENT LLC$524M
- VANGUARD FIDUCIARY TRUST CO$45M
- ARGA Investment Management, LP$20M
- Vanguard Global Advisers, LLC$18M
- KEYBANK NATIONAL ASSOCIATION/OH$10M
Full exits 40
- VANGUARD GROUP INC$1.3B
- TWO SIGMA ADVISERS, LP$114M
- Pacer Advisors, Inc.$55M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$33M
- OFI INVEST ASSET MANAGEMENT$17M
- Qube Research & Technologies Ltd$16M
Largest adds
- CANADA PENSION PLAN INVESTMENT BOARD$64M
- PZENA INVESTMENT MANAGEMENT LLC$62M
- AQR CAPITAL MANAGEMENT LLC$47M
- TWO SIGMA INVESTMENTS, LP$47M
- GEODE CAPITAL MANAGEMENT, LLC$38M
- Invesco Ltd.$35M
Largest trims
- BlackRock, Inc.$439M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$110M
- MILLENNIUM MANAGEMENT LLC$63M
- FIL Ltd$50M
- GOLDMAN SACHS GROUP INC$40M
- JACOBS LEVY EQUITY MANAGEMENT, INC$35M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC added | 16,108,138 | $863M | 8.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 14,869,232 | $796M | 8.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,113,481 | $542M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,776,475 | $524M | 5.3% | 2026-Q1 |
| STATE STREET CORP added | 8,438,458 | $452M | 4.5% | 2026-Q1 |
| Invesco Ltd. added | 6,197,466 | $332M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,835,936 | $313M | 3.2% | 2026-Q1 |
| FIL Ltd added | 5,205,445 | $279M | 2.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 4,932,038 | $264M | 2.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,612,201 | $247M | 2.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,473,003 | $186M | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,742,050 | $147M | 1.5% | 2026-Q1 |
| NORGES BANK added | 2,180,670 | $141M | 1.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,218,826 | $119M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,129,451 | $114M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,123,291 | $114M | 1.1% | 2026-Q1 |
| UBS Group AG added | 2,102,549 | $113M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,096,574 | $112M | 1.1% | 2026-Q1 |
| Capital Research Global Investors added | 2,022,067 | $108M | 1.1% | 2026-Q1 |
| BARCLAYS PLC added | 1,951,596 | $105M | 1.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,905,678 | $102M | 1.0% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,879,763 | $101M | 1.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,742,493 | $93M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,699,045 | $91M | 0.9% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,665,910 | $89M | 0.9% | 2026-Q1 |
| CITIGROUP INC added | 1,603,738 | $86M | 0.9% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,415,125 | $76M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,406,740 | $74M | 0.7% | 2026-Q1 |
| DNB Asset Management AS added | 1,344,150 | $72M | 0.7% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,203,587 | $64M | 0.6% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,164,156 | $62M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,115,223 | $60M | 0.6% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 1,083,845 | $58M | 0.6% | 2026-Q1 |
| Quantinno Capital Management LP added | 949,031 | $51M | 0.5% | 2026-Q1 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 912,697 | $49M | 0.5% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 876,144 | $47M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 845,704 | $45M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 837,158 | $45M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 772,241 | $41M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 734,629 | $39M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 707,480 | $38M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 694,914 | $37M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 661,650 | $35M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 643,394 | $34M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 620,077 | $33M | 0.3% | 2026-Q1 |
| Man Group plc added | 552,347 | $30M | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 550,904 | $30M | 0.3% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. added | 540,194 | $29M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 497,427 | $27M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 464,448 | $25M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 454,888 | $24M | 0.2% | 2026-Q1 |
| Amundi added | 431,183 | $23M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 406,230 | $22M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 399,365 | $21M | 0.2% | 2026-Q1 |
| ARGA Investment Management, LP added | 366,179 | $20M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 359,567 | $19M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 342,912 | $18M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 337,558 | $18M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 327,725 | $18M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 326,673 | $17M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 316,155 | $17M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 311,880 | $17M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 305,415 | $16M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 296,700 | $16M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 295,389 | $16M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 285,331 | $15M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 282,396 | $15M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 256,828 | $14M | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 244,788 | $13M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 234,767 | $13M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 233,295 | $12M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 231,609 | $12M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 226,039 | $12M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 187,910 | $12M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 212,578 | $11M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 202,910 | $11M | 0.1% | 2026-Q1 |
| Empowered Funds, LLC added | 200,949 | $11M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 196,181 | $11M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 188,600 | $10M | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 183,017 | $10M | 0.1% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 181,435 | $10M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 179,469 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 20,618,243 | $1.3B | 13.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 1,790,100 | $114M | 1.1% | 2025-Q4 stale |
| LONDON CO OF VIRGINIA trimmed | 1,717,946 | $111M | 1.1% | 2025-Q1 stale |
| COATUE MANAGEMENT LLC | 1,272,952 | $98M | 1.0% | 2025-Q3 stale |
| Pacer Advisors, Inc. trimmed | 874,329 | $55M | 0.6% | 2025-Q4 stale |
| AXA S.A. added | 460,699 | $34M | 0.3% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 512,891 | $33M | 0.3% | 2025-Q4 stale |
| First Horizon Advisors, Inc. added | 338,031 | $25M | 0.3% | 2025-Q2 stale |
| Vulcan Value Partners, LLC trimmed | 311,645 | $24M | 0.2% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 288,664 | $22M | 0.2% | 2025-Q3 stale |
| KLP KAPITALFORVALTNING AS added | 218,900 | $17M | 0.2% | 2025-Q3 stale |
| OFI INVEST ASSET MANAGEMENT new | 306,000 | $17M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 245,522 | $16M | 0.2% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 186,397 | $14M | 0.1% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 172,283 | $11M | 0.1% | 2025-Q4 stale |
| Aware Super Pty Ltd as trustee of Aware Super | 168,806 | $11M | 0.1% | 2025-Q1 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 135,150 | $10M | 0.1% | 2025-Q3 stale |
| J. Goldman & Co LP added | 123,961 | $10M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.