13F institutional ownership facts
Institutions tracked
45
Reported value
$610,011,756.00
Reported shares
7,019,698
Latest filing period
Q1 2026
Top institutional holders
- Adage Capital Partners · $128,177,500 · 0.2%
- Renaissance Technologies · $39,887,100 · 0.06%
- Dmitry Balyasny - Balyasny Asset Management · $49,178,100 · 0.06%
- Steve Cohen - Point72 Asset Management · $44,735,599 · 0.06%
- Cliff Asness - AQR Capital Management · $101,149,681 · 0.05%
- Neuberger Berman · $37,129,801 · 0.03%
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
45
Top Institutions
Top Institutions
Adage Capital Partners
1,475,000 shares
0.20%
% of Portfolio
Renaissance Technologies
459,000 shares
0.06%
% of Portfolio
Dmitry Balyasny - Balyasny Asset Management
565,916 shares
0.06%
% of Portfolio
Steve Cohen - Point72 Asset Management
514,794 shares
0.06%
% of Portfolio
Cliff Asness - AQR Capital Management
1,163,978 shares
0.05%
% of Portfolio
Neuberger Berman
427,037 shares
0.03%
% of Portfolio
Larry Fink - BlackRock
10,747,131 shares
0.02%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
113,010 shares
0.01%
% of Portfolio
Charles Schwab
833,953 shares
0.01%
% of Portfolio
David Solomon - Goldman Sachs
695,594 shares
0.01%
% of Portfolio
Geode Capital Management
1,708,006 shares
0.01%
% of Portfolio
Ken Griffin - Citadel Advisors
435,739 shares
0.01%
% of Portfolio
Northern Trust Corp
794,255 shares
0.01%
% of Portfolio
Nuveen
491,826 shares
0.01%
% of Portfolio
UBS Group
393,500 shares
0.01%
% of Portfolio
Ensign Peak Advisors
94,132 shares
0.02%
% of Portfolio
CalPERS
177,961 shares
0.01%
% of Portfolio
Invesco
425,187 shares
0.01%
% of Portfolio
New York State Teachers Retirement System
49,043 shares
0.01%
% of Portfolio
State Street Corp
2,421,535 shares
0.01%
% of Portfolio
BNP Paribas
92,563 shares
NaN%
% of Portfolio
AllianceBernstein (AB)
155,580 shares
NaN%
% of Portfolio
Israel Englander - Millennium Management
56,427 shares
NaN%
% of Portfolio
Wellington Management
227,805 shares
NaN%
% of Portfolio
Morgan Stanley
670,343 shares
NaN%
% of Portfolio
Legal & General
91,388 shares
NaN%
% of Portfolio
Jane Street Group
15,188 shares
NaN%
% of Portfolio
Franklin Resources
64,754 shares
NaN%
% of Portfolio
Janus Henderson Group
26,877 shares
NaN%
% of Portfolio
Voya Investment Mgmt
11,189 shares
NaN%
% of Portfolio
SG Americas Securities
10,579 shares
NaN%
% of Portfolio
T. Rowe Price
74,411 shares
NaN%
% of Portfolio
Mike Hankin - Brown Advisory INC
5,045 shares
NaN%
% of Portfolio
PNC Financial Services
5,724 shares
NaN%
% of Portfolio
Two Sigma Investments
2,600 shares
NaN%
% of Portfolio
Mitsubishi Ufj Asset Management Co., Ltd.
180 shares
NaN%
% of Portfolio
Jennison Associates
0 shares
0.00%
% of Portfolio
Mario Gabelli - GAMCO Investors
782,818 shares
0.67%
% of Portfolio
Lee Ainslie - Maverick Capital
2,126,927 shares
2.13%
% of Portfolio
Andrew Beck - River Road Asset Mgmt
903,750 shares
0.89%
% of Portfolio
Exoduspoint Capital Management, Lp
7,333 shares
0.01%
% of Portfolio
Carl Icahn - Icahn Capital Management
0 shares
0.00%
% of Portfolio
Verition Fund Management LLC
0 shares
0.00%
% of Portfolio
Keith Meister - Corvex Management Lp
4,318,161 shares
14.92%
% of Portfolio
Jamie Dimon - JPMorgan Chase
0 shares
0.00%
% 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