13F institutional ownership facts
Institutions tracked
44
Reported value
$493,174,842.00
Reported shares
5,561,286
Latest filing period
Q2 2026
Top institutional holders
- Adage Capital Partners · $120,118,568 · 0.17%
- Cliff Asness - AQR Capital Management · $142,214,894 · 0.05%
- Neuberger Berman · $38,314,031 · 0.03%
- Steve Cohen - Point72 Asset Management · $29,572,120 · 0.03%
- Dmitry Balyasny - Balyasny Asset Management · $16,226,578 · 0.02%
- Ken Griffin - Citadel Advisors · $20,963,597 · 0%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
$SWX
Institutional Holdings
44
Top Institutions
Top Institutions
Adage Capital Partners
1,354,517 shares
0.17%
% of Portfolio
Cliff Asness - AQR Capital Management
1,603,686 shares
0.05%
% of Portfolio
Neuberger Berman
432,048 shares
0.03%
% of Portfolio
Steve Cohen - Point72 Asset Management
333,470 shares
0.03%
% of Portfolio
Dmitry Balyasny - Balyasny Asset Management
182,979 shares
0.02%
% of Portfolio
Ken Griffin - Citadel Advisors
236,396 shares
0.00%
% of Portfolio
Charles Schwab
788,678 shares
0.01%
% of Portfolio
David Solomon - Goldman Sachs
869,554 shares
0.01%
% of Portfolio
Geode Capital Management
2,086,964 shares
0.01%
% of Portfolio
Larry Fink - BlackRock
11,181,201 shares
0.01%
% of Portfolio
Northern Trust Corp
892,391 shares
0.01%
% of Portfolio
Nuveen
489,853 shares
0.01%
% of Portfolio
CalPERS
154,338 shares
0.01%
% of Portfolio
New York State Teachers Retirement System - New York State Teachers Retirement System
51,327 shares
0.01%
% of Portfolio
State Street Corp
2,607,181 shares
0.01%
% of Portfolio
Israel Englander - Millennium Management
144,731 shares
NaN%
% of Portfolio
BNP Paribas
107,822 shares
NaN%
% of Portfolio
Wellington Management
271,519 shares
NaN%
% of Portfolio
UBS Group
269,891 shares
NaN%
% of Portfolio
Legal & General
200,354 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
569,101 shares
NaN%
% of Portfolio
SG Americas Securities
55,567 shares
NaN%
% of Portfolio
Morgan Stanley
457,850 shares
NaN%
% of Portfolio
Invesco
258,860 shares
NaN%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
24,290 shares
NaN%
% of Portfolio
Franklin Resources
67,618 shares
NaN%
% of Portfolio
Voya Investment Mgmt
13,932 shares
NaN%
% of Portfolio
Lazard Asset Management
6,843 shares
NaN%
% of Portfolio
T. Rowe Price
91,749 shares
NaN%
% of Portfolio
Jane Street Group
10,093 shares
NaN%
% of Portfolio
Amundi
22,767 shares
NaN%
% of Portfolio
Ensign Peak Advisors
2,132 shares
NaN%
% of Portfolio
PNC Financial Services
5,973 shares
NaN%
% of Portfolio
Mitsubishi Ufj Asset Management Co., Ltd.
180 shares
NaN%
% of Portfolio
Two Sigma Investments
0 shares
0.00%
% of Portfolio
Mario Gabelli - GAMCO Investors
764,194 shares
0.61%
% of Portfolio
Andrew Beck - River Road Asset Mgmt
865,242 shares
0.85%
% of Portfolio
Lee Ainslie - Maverick Capital
1,889,558 shares
1.48%
% of Portfolio
Renaissance Technologies
438,900 shares
0.05%
% of Portfolio
Verition Fund Management LLC
121,000 shares
0.05%
% of Portfolio
Macquarie Group
360 shares
NaN%
% of Portfolio
Exoduspoint Capital Management, Lp
0 shares
0.00%
% of Portfolio
Mike Hankin - Brown Advisory INC
0 shares
0.00%
% of Portfolio
Keith Meister - Corvex Management
3,208,538 shares
8.69%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
33%
LARGE
41%
MEDIUM
19%
SMALL
7%
Geographic Distribution
Institutional Activity
Buyers
48
Sellers
36
Holders
84
New
20
Exited
5
Insider TradingPRO
Trading Statistics
Insider Buyers
11
Insider Sellers
36
Purchase Value
$19.4M
Role Distribution
RatingPRO
73
B
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
13
Increased
31
Decreased
17
Exited
2
Total
30