This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWK/capital-change-brief"
Use Arkolith's capital_change_brief for SWK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $733.6M | 10.3M | ▲+0.6% Added · +60K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $715.2M | 10.1M | ▲New +10.1M sh | Q1 2026 | |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $712.9M | 10.0M | ▲+1.3% Added · +134K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $592.3M | 8.3M | ▼−6.2% Reduced · −549K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $489.3M | 6.9M | ▲New +6.9M sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $353.6M | 5.0M | ▲+1.9% Added · +93K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $294.5M | 4.2M | ▲+2.7% Added · +110K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $284.6M | 4.0M | ▼−0.6% Reduced · −26K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $281.1M | 4.0M | ▲+0.8% Added · +30K sh | Q1 2026 | |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $228.9M | 3.2M | ▼−0.2% Reduced · −8K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $196.3M | 2.8M | ▲+16% Added · +383K sh | Q1 2026 | |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | $186.5M | 2.6M | ▲+1.5% Added · +38K sh | Q1 2026 | |
| 13 | Clean Energy Transition LLP | $184.9M | 2.6M | ▼−11% Reduced · −335K sh | Q1 2026 | |
| 14 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $163.5M | 2.3M | ▲+200% Added · +1.5M sh | Q1 2026 | |
| 15 | ProShare Advisors LLC | $143.7M | 2.0M | ▼−13% Reduced · −314K sh | Q1 2026 | |
| 16 | NORGES BANK | $134.0M | 1.8M | ▲+14% Added · +222K sh | Q4 2025 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $120.7M | 1.7M | ▲+3.4% Added · +56K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $117.8M | 1.7M | ▲+9.6% Added · +146K sh | Q1 2026 | |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $116.8M | 1.6M | ▼−12% Reduced · −229K sh | Q1 2026 | |
| 20 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $101.8M | 1.4M | ▼−8.3% Reduced · −130K sh | Q1 2026 | |
| 21 | UBS Group AG | $96.0M | 1.4M | ▲+2.0% Added · +26K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $94.9M | 1.3M | ▲+1.1% Added · +14K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $92.2M | 1.3M | ▲+1.1% Added · +14K sh | Q1 2026 | |
| 24 | AQR CAPITAL MANAGEMENT LLC | $84.8M | 1.2M | ▲+140% Added · +712K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $62.0M | 872K | ▲New +872K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 5, 2026 | Allan Donald | Executive Chair, Director | Option exercise (M) | 2K | — |
| Jul 5, 2026 | Allan Donald | Executive Chair, Director | Tax withholding (F) | 875 | $80K |
| Jul 5, 2026 | Allan Donald | Executive Chair, Director | Option exercise (M) | 2K | $0 |
| Jun 29, 2026 | Nelson Christopher John | Pres., Chief Executive Officer, Director | Option exercise (M) | 3K | — |
| Jun 29, 2026 | Nelson Christopher John | Pres., Chief Executive Officer, Director | Option exercise (M) | 20K | — |
| Jun 29, 2026 | Nelson Christopher John | Pres., Chief Executive Officer, Director | Tax withholding (F) | 1K | $132K |
| Jun 29, 2026 | Nelson Christopher John | Pres., Chief Executive Officer, Director | Tax withholding (F) | 9K | $805K |
| Jun 29, 2026 | Nelson Christopher John | Pres., Chief Executive Officer, Director | Option exercise (M) | 3K | $0 |
| Jun 29, 2026 | Nelson Christopher John | Pres., Chief Executive Officer, Director | Option exercise (M) | 20K | $0 |
| Jun 23, 2026 | CARTER SUSAN K | Director | Grant (A) | 82 | $7K |
| Jun 23, 2026 | CARTER SUSAN K | Director | Grant (A) | 429 | $36K |
| Jun 23, 2026 | CARTER SUSAN K | Director | Grant (A) | 43 | $4K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 212 funds | $239.1B |
| AMAZON.COM INCAMZN | 210 funds | $174.9B |
| JPMORGAN CHASE & COJPM | 209 funds | $59.6B |
| META PLATFORMS INC-CLASS AMETA | 208 funds | $94.2B |
| BANK OF AMERICA CORPBAC | 208 funds | $26.7B |
| NVIDIA CORPNVDA | 207 funds | $331.6B |
| APPLE INCAAPL | 207 funds | $254.1B |
| ALPHABET INC-CL AGOOGL | 207 funds | $145.3B |
| ALPHABET INC-CL CGOOG | 207 funds | $108.9B |
| BROADCOM INCAVGO | 206 funds | $131.5B |
| CHEVRON CORPCVX | 206 funds | $28.0B |
| CITIGROUP INCC | 206 funds | $23.2B |
Ranked by how many of SWK's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SWK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.