Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

STANLEY BLACK & DECKER INC · COM · quarter ended 2026-03-31 · 11 members disclosed SWK ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 557 holders are listed, largest first
557
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$8.7B
holders whose share count rose or who opened the position (new + add), by shares
293
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
79
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of SWK ranked by reported value
#FilerReported valueSharesΔ sharesChange
1Capital Research Global Investors$922M12,975,998+119,481ADD
2BlackRock, Inc.$734M10,324,071+59,765ADD
3VANGUARD CAPITAL MANAGEMENT LLC$715M10,064,474—NO PRIOR
4STATE STREET CORP$592M8,335,187−549,462TRIM
5VANGUARD PORTFOLIO MANAGEMENT LLC$489M6,886,035—NO PRIOR
6DIMENSIONAL FUND ADVISORS LP$354M4,976,851+92,573ADD
7GEODE CAPITAL MANAGEMENT, LLC$294M4,151,262+110,173ADD
8AMERIPRISE FINANCIAL INC$285M4,004,872−25,700TRIM
9WELLS FARGO & COMPANY/MN$281M3,955,743+29,662ADD
10Invesco Ltd.$256M3,605,886+276,993ADD
11HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$229M3,220,670−7,577TRIM
12MORGAN STANLEY$196M2,761,892+382,676ADD
13SCHRODER INVESTMENT MANAGEMENT GROUP$186M2,624,166+38,166ADD
14Clean Energy Transition LLP$185M2,601,390−334,683TRIM
15ADAGE CAPITAL PARTNERS GP, L.L.C.$163M2,300,421+1,534,586ADD
16ProShare Advisors LLC$144M2,021,797−314,087TRIM
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$121M1,698,376+56,052ADD
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$117M1,643,332−228,507TRIM
19UBS Group AG$96.0M1,350,368+26,382ADD
20NORTHERN TRUST CORP$94.9M1,335,011+14,394ADD
21Bank of New York Mellon Corp$92.2M1,297,222+14,464ADD
22AQR CAPITAL MANAGEMENT LLC$84.8M1,221,501+711,870ADD
23VANGUARD FIDUCIARY TRUST CO$62.0M871,980—NO PRIOR
24BANK OF AMERICA CORP /DE/$60.1M845,799−475,356TRIM
25STIFEL FINANCIAL CORP$53.6M754,118+26,845ADD
26Freestone Grove Partners LP$50.3M708,037+593,025ADD
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$47.4M667,722+667,722NEW
28Vest Financial, LLC$44.0M619,875−92,634TRIM
29COOKE & BIELER LP$42.4M596,900−326,646TRIM
30DEUTSCHE BANK AG\$39.5M556,450+78,040ADD
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$39.3M552,996+7,430ADD
32Clark Capital Management Group, Inc.$39.2M551,997+551,997NEW
33WILSEY ASSET MANAGEMENT INC$37.9M533,523+10,251ADD
34Paralel Advisors LLC$37.7M530,000−150,000TRIM
35Mariner, LLC$37.0M520,241+46,425ADD
36AMERICAN CENTURY COMPANIES INC$36.6M514,771+508,548ADD
37FIRST TRUST ADVISORS LP$34.2M480,739+34,871ADD
38Gotham Asset Management, LLC$33.1M466,267+200,548ADD
39NOMURA ASSET MANAGEMENT CO LTD$32.8M461,958−70,004TRIM
40FMR LLC$32.0M449,661+15,997ADD
41Alyeska Investment Group, L.P.$30.7M432,566−758,974TRIM
42Nuveen, LLC$29.6M415,992+32,715ADD
43WELLINGTON MANAGEMENT GROUP LLP$29.1M409,327+49,762ADD
44ARIEL INVESTMENTS, LLC$28.2M396,952−24,435TRIM
45MANUFACTURERS LIFE INSURANCE COMPANY, THE$26.4M371,251+38,958ADD
46ROYAL BANK OF CANADA$25.5M358,991−24,542TRIM
47COMMONWEALTH EQUITY SERVICES, LLC$24.8M349,046+13,287ADD
48Vanguard Global Advisers, LLC$24.7M347,955—NO PRIOR
49Amundi$23.9M336,884+98,655ADD
50RAYMOND JAMES FINANCIAL INC$23.5M330,248−29,344TRIM
51TOCQUEVILLE ASSET MANAGEMENT L.P.$22.3M314,226+44,314ADD
52Swiss National Bank$21.8M306,535+1,300ADD
53Sunriver Management LLC$20.8M293,036−140,637TRIM
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.3M285,930+15,438ADD
55Qube Research & Technologies Ltd$20.2M283,627+283,627NEW
56Caption Management, LLC$19.9M280,463+280,463NEW
57Legal & General Group Plc$19.4M273,417−22,454TRIM
58SEI INVESTMENTS CO$18.9M265,676+93,548ADD
59MILLENNIUM MANAGEMENT LLC$18.2M256,467+48,474ADD
60Mitsubishi UFJ Asset Management Co., Ltd.$17.7M248,422+368ADD
61Quantinno Capital Management LP$17.6M247,135+61,376ADD
62ENVESTNET ASSET MANAGEMENT INC$17.5M245,876+125,749ADD
63Swiss Life Asset Management Ltd$16.5M231,662+9,331ADD
64Hardman Johnston Global Advisors LLC$15.9M223,484+114,916ADD
65VICTORY CAPITAL MANAGEMENT INC$15.1M212,574+97,211ADD
66GODSEY & GIBB, INC$15.1M212,332+3,659ADD
67HSBC HOLDINGS PLC$14.7M207,667−277,349TRIM
68CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$14.4M202,710+10,778ADD
69DELTA ASSET MANAGEMENT LLC/TN$13.4M189,206−3,476TRIM
70NEW SOUTH CAPITAL MANAGEMENT INC$13.4M189,197+1,628ADD
71D. E. Shaw & Co., Inc.$13.2M186,373−301,988TRIM
72ALLIANCEBERNSTEIN L.P.$13.1M176,434−7,612TRIM
73PRINCIPAL FINANCIAL GROUP INC$12.3M172,533+1,638ADD
74Man Group plc$12.1M170,551+85,563ADD
75CITIGROUP INC$11.6M163,930−24,764TRIM
76LPL Financial LLC$11.5M161,396+35,336ADD
77FIFTH THIRD BANCORP$11.0M154,867+147,101ADD
78Gilman Hill Asset Management, LLC$10.2M144,063−5,176TRIM
79CANADA PENSION PLAN INVESTMENT BOARD$10.0M141,400+136,881ADD
80VANGUARD ASSET MANAGEMENT, Ltd$10.0M140,399—NO PRIOR
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.8M138,4000NO CHANGE
82BANK OF MONTREAL /CAN/$9.3M130,229−19,864TRIM
83Kiltearn Partners LLP$9.1M127,800−26,700TRIM
84Meiji Yasuda Asset Management Co Ltd.$9.1M127,749−29,324TRIM
85EASTERN BANK$9.0M126,182+122,800ADD
86BCWM, LLC$8.9M125,362+6,342ADD
87IEQ CAPITAL, LLC$8.7M122,036+62,828ADD
88DE BURLO GROUP INC$8.7M121,995−85,292TRIM
89VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.6M120,808+88,116ADD
90Americana Partners, LLC$8.5M119,407+6,147ADD
91KENNEDY CAPITAL MANAGEMENT LLC$8.2M115,966+27,924ADD
92Great Hill Capital LLC$7.4M103,708−4,490TRIM
93Rempart Asset Management Inc.$7.3M102,061−350TRIM
94Universal- Beteiligungs- und Servicegesellschaft mbH$7.0M98,327−28,881TRIM
95WORLDQUANT MILLENNIUM ADVISORS LLC$6.8M95,517+88,063ADD
96YOUSIF CAPITAL MANAGEMENT, LLC$6.6M92,939−1,559TRIM
97VAN DEN BERG MANAGEMENT I, INC$6.6M92,203+2,602ADD
98CITADEL ADVISORS LLC$6.5M91,320−127,058TRIM
99Ensign Peak Advisors, Inc$6.0M84,411−1,240TRIM
100Advisors Asset Management, Inc.$6.0M83,785+15,008ADD
101Catherine Avery Investment Management LLC$5.6M78,248+18,669ADD
102PRUDENTIAL FINANCIAL INC$5.5M77,452−2,255TRIM
103Chevy Chase Trust Holdings, LLC$5.4M76,304−2,224TRIM
104FEDERATED HERMES, INC.$5.4M75,585+1,775ADD
105Cetera Investment Advisers$5.4M75,389+17,592ADD
106Regents Gate Capital LLP$5.3M74,393+74,393NEW
107NORDEA INVESTMENT MANAGEMENT AB$5.2M75,510−2,679TRIM
108OPPENHEIMER ASSET MANAGEMENT INC.$5.2M72,500+7,872ADD
109Walleye Capital LLC$5.1M72,315−27,896TRIM
110Monte Financial Group, LLC$5.1M71,303+85ADD
111Goelzer Investment Management, Inc.$5.1M71,270+160ADD
112Insight Wealth Strategies, LLC$5.0M69,926+2,131ADD
113Brevan Howard Capital Management LP$4.9M69,405+69,405NEW
114Old North State Wealth Management, LLC$4.9M68,721−5,366TRIM
115APG Asset Management N.V.$4.9M79,105−1,200TRIM
116Janus Henderson Group Ltd.$4.9M68,591−384TRIM
117GUGGENHEIM CAPITAL LLC$4.7M66,129+33,672ADD
118Sompo Asset Management Co., Ltd.$4.7M66,083+540ADD
119Sumitomo Mitsui Trust Group, Inc.$4.7M65,507−6,957TRIM
120NATIONAL BANK OF CANADA /FI/$4.6M65,336+866ADD
121Engineers Gate Manager LP$4.6M64,883−188,800TRIM
122ICON ADVISERS INC/CO$4.6M64,550+30,710ADD
123STATE OF WISCONSIN INVESTMENT BOARD$4.4M61,933−6,900TRIM
124COMMERCE BANK$4.4M61,259−277TRIM
125MEYER HANDELMAN CO$4.3M61,0820NO CHANGE
126NewSquare Capital LLC$4.3M61,034−813TRIM
127Creative Planning$4.0M56,736+26,155ADD
128Concurrent Investment Advisors, LLC$4.0M56,727+11,210ADD
129Zurcher Kantonalbank (Zurich Cantonalbank)$3.9M55,113+10,288ADD
130State of New Jersey Common Pension Fund D$3.7M52,3590NO CHANGE
131DANSKE BANK A/S$3.5M49,216−693TRIM
132Cerity Partners LLC$3.5M48,843−7,963TRIM
133Legato Capital Management LLC$3.5M48,800+16,000ADD
134PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.5M48,726−1,384TRIM
135CIBC Bancorp USA Inc.$3.3M46,834—NO PRIOR
136Mirae Asset Global Investments Co., Ltd.$3.3M46,569+6,846ADD
137TRUIST FINANCIAL CORP$3.3M46,478+38,831ADD
138Pekin Hardy Strauss, Inc.$3.2M45,439−4,685TRIM
139Robeco Institutional Asset Management B.V.$3.2M45,312+12,313ADD
140Brendel Financial Advisors LLC$3.2M45,070+45,070NEW
141CWM, LLC$3.1M44,090+26,577ADD
142HighTower Advisors, LLC$3.1M44,065−3,159TRIM
143PUBLIC SECTOR PENSION INVESTMENT BOARD$3.1M44,045+4,459ADD
144Arizona State Retirement System$3.0M42,538−425TRIM
145Czech National Bank$3.0M42,182+1,342ADD
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M43,647−15,536TRIM
147Kinloch Capital, LLC$3.0M41,701+10,786ADD
148NISA INVESTMENT ADVISORS, LLC$3.0M41,577−1,458TRIM
149TWINBEECH CAPITAL LP$2.9M40,927+37,669ADD
150NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.8M39,811+5,045ADD
151Y-Intercept (Hong Kong) Ltd$2.8M39,808+9,974ADD
152Vanguard Investments Australia, Ltd.$2.8M39,804—NO PRIOR
153FIRST CITIZENS BANK & TRUST CO$2.8M39,718+39,718NEW
154BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.8M39,211−5,368TRIM
155Envestnet Portfolio Solutions, Inc.$2.6M37,012+37,012NEW
156Pictet Asset Management Holding SA$2.6M36,785+1,189ADD
157MetLife Investment Management, LLC$2.6M36,182−939TRIM
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.6M36,079+52ADD
159CIBC Asset Management Inc$2.4M34,453+154ADD
160KLP KAPITALFORVALTNING AS$2.4M34,200+1,100ADD
161Kovack Advisors, Inc.$2.4M34,163−870TRIM
162Sage Capital Advisors,llc$2.4M34,019+272ADD
163Retirement Systems of Alabama$2.3M32,891−60TRIM
164Tidal Investments LLC$2.3M32,727+5,445ADD
165Mitsubishi UFJ Trust & Banking Corp$2.3M32,489+21,877ADD
166All Terrain Financial Advisors, LLC$2.2M31,065+771ADD
167VOYA INVESTMENT MANAGEMENT LLC$2.2M30,569−582,203TRIM
168OSAIC HOLDINGS, INC.$2.0M27,645−1,691TRIM
169TD ASSET MANAGEMENT INC$1.9M27,005+106ADD
170NewEdge Advisors, LLC$1.9M26,651+26,651NEW
171Summit Trail Advisors, LLC$1.9M26,634−3,492TRIM
172Alphadyne Asset Management LP$1.9M26,442+26,442NEW
173BROWN ADVISORY INC$1.9M26,232+71ADD
174MML INVESTORS SERVICES, LLC$1.8M25,678+12,702ADD
175SCOTIA CAPITAL INC.$1.8M25,392−88TRIM
176Utah Retirement Systems$1.8M25,3780NO CHANGE
177Ally Financial Inc.$1.8M25,0000NO CHANGE
178Resona Asset Management Co.,Ltd.$1.8M26,102−3,470TRIM
179Focus Partners Wealth$1.8M24,746+8,525ADD
180CULLINAN ASSOCIATES INC$1.7M24,6000NO CHANGE
181TORONTO DOMINION BANK$1.7M24,281−1,980TRIM
182Kestra Advisory Services, LLC$1.7M23,478+1,611ADD
183FLPUTNAM INVESTMENT MANAGEMENT CO$1.6M22,741+44ADD
184Peak Asset Management, LLC$1.6M22,7330NO CHANGE
185UniSuper Management Pty Ltd$1.6M22,435−357TRIM
186NEOS Investment Management LLC$1.6M22,113+5,368ADD
187&PARTNERS$1.6M22,113+9,074ADD
188ALLEN WEALTH MANAGEMENT, LLC$1.6M21,947+2,388ADD
189Vident Advisory, LLC$1.6M21,834+277ADD
190MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M21,766+614ADD
191INTEGRITY ALLIANCE, LLC.$1.5M21,692+119ADD
192M&T BANK CORP$1.5M21,002−84TRIM
193Aberdeen Group plc$1.5M20,971−3,733TRIM
194Rockefeller Capital Management L.P.$1.5M20,412+3,244ADD
195Essex Financial Services, Inc.$1.4M19,878−728TRIM
196Ameritas Investment Partners, Inc.$1.4M19,433+1,518ADD
197Daiwa Securities Group Inc.$1.4M19,350+1,330ADD
198MERCER GLOBAL ADVISORS INC /ADV$1.4M19,309+9,376ADD
199Blackhawk Capital Partners, LLC$1.4M19,117−962TRIM
200Machina Capital S.A.S.$1.4M19,008+19,008NEW
201GREENWOOD CAPITAL ASSOCIATES LLC$1.3M18,367+3,014ADD
202SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M18,237−194,538TRIM
203BDF-GESTION$1.3M17,9190NO CHANGE
204OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M17,7280NO CHANGE
205TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M17,577−3,451TRIM
206XPONANCE LLC$1.2M16,961+3,789ADD
207Corient Private Wealth LLC$1.2M17,018−39,769TRIM
208CIBC WORLD MARKET INC.$1.2M16,699−1,040TRIM
209DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.2M16,542+16,542NEW
210MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M16,478−156TRIM
211XTX Topco Ltd$1.1M15,768−6,946TRIM
212Clearstead Advisors, LLC$1.1M15,642+3,031ADD
213Loudon Investment Management, LLC$1.1M15,445−350TRIM
214Sequoia Financial Advisors, LLC$1.1M15,441−1,172TRIM
215Texas Yale Capital Corp.$1.1M15,3670NO CHANGE
216TRED AVON FAMILY WEALTH, LLC$1.1M15,320+3,060ADD
217Cascade Investment Advisors, Inc.$1.1M15,270−170TRIM
218SEGALL BRYANT & HAMILL, LLC$1.1M15,2210NO CHANGE
219Assenagon Asset Management S.A.$1.1M15,201−14,349TRIM
220Crescent Sterling, Ltd.$1.1M15,113+662ADD
221Beacon Pointe Advisors, LLC$1.1M14,896+1,193ADD
222Leonteq Securities AG$1.0M14,699+9,449ADD
223GROUP ONE TRADING LLC$1.0M14,655−30,854TRIM
224Mork Capital Management, LLC$1.0M14,6300NO CHANGE
225Rakuten Investment Management, Inc.$1.0M15,254+1,440ADD
226Jain Global LLC$1.0M14,460+3,970ADD
227NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0M14,367+521ADD
228Rafferty Asset Management, LLC$986K13,879−5,938TRIM
229PRIVATE TRUST CO NA$960K13,512+21ADD
230ROMANO BROTHERS AND COMPANY$931K13,1070NO CHANGE
231KEYBANK NATIONAL ASSOCIATION/OH$927K13,046+2,886ADD
232US BANCORP \DE\$924K13,000−2,066TRIM
233FRANKLIN RESOURCES INC$922K12,975−1,000TRIM
234Atria Investments, Inc$921K12,960−6,935TRIM
235NAPLES GLOBAL ADVISORS, LLC$921K12,959−87TRIM
236Capital International Sarl$911K12,820+2,414ADD
237Investors Research Corp$908K12,779+475ADD
238Ethic Inc.$902K12,696−2,338TRIM
239DUMONT & BLAKE INVESTMENT ADVISORS LLC$888K12,501−272TRIM
240CONTRAVISORY INVESTMENT MANAGEMENT, INC.$883K12,423+12,423NEW
241Pathstone Holdings, LLC$874K12,296−1,316TRIM
242PRINCIPAL SECURITIES, INC.$848K11,932+8,733ADD
243BROWN, LISLE/CUMMINGS, INC.$843K11,862+4ADD
244Blueshift Asset Management, LLC$839K11,808−9,197TRIM
245Crown Oak Advisors, LLC$816K11,481+7ADD
246Federation des caisses Desjardins du Quebec$797K11,217−3,375TRIM
247Sivia Capital Partners, LLC$783K11,022+11,022NEW
248Dakota Wealth Management$766K10,781−1,829TRIM
249Sky Investment Group LLC$763K10,731−910TRIM
250Procyon Advisors, LLC$752K10,583+1,334ADD
251Miller Investment Management, LP$750K10,5550NO CHANGE
252Vanguard Personalized Indexing Management, LLC$745K10,482+238ADD
253REGIONS FINANCIAL CORP$724K10,188−71TRIM
254JACOBS LEVY EQUITY MANAGEMENT, INC$699K9,837+9,837NEW
255Ridgewood Investments LLC$696K9,796—NO PRIOR
256HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$691K9,730+3,608ADD
257STEPHENS INC /AR/$691K9,720−99TRIM
258Apollon Wealth Management, LLC$690K9,712−2,026TRIM
259Focus Partners Advisor Solutions, LLC$668K9,400+5,201ADD
260MIZUHO SECURITIES USA LLC$665K9,363−1,915TRIM
261Applied Capital LLC/FL$664K9,342−325TRIM
262Norinchukin Bank, The$663K9,335+6ADD
263Ascentis Independent Advisors$656K9,229+9,229NEW
264Sigma Planning Corp$656K9,229+1,152ADD
265ROCKLAND TRUST CO$651K9,157+834ADD
266SIMPLEX TRADING, LLC$644K9,068+740ADD
267JB Capital LLC$644K9,058+3,740ADD
268RB Capital Management, LLC$634K8,919+290ADD
269SummitTX Capital, L.P.$631K8,875+8,875NEW
270Navalign, LLC$626K8,805+371ADD
271Brooklyn Investment Group$624K8,785+8,785NEW
272EVOLVE PRIVATE WEALTH, LLC$624K8,781+5,066ADD
273DRW Securities, LLC$612K8,619+8,619NEW
274Polymer Capital Management (US) LLC$607K8,537−1,240TRIM
275Maryland State Retirement & Pension System$584K8,2230NO CHANGE
276Chicago Capital, LLC$579K8,153+2,830ADD
277World Investment Advisors$573K8,063+1,355ADD
278DnB Asset Management AS$570K8,020+8,020NEW
279Private Advisor Group, LLC$564K7,944−758TRIM
280Empowered Funds, LLC$544K7,655+7,655NEW
281BALYASNY ASSET MANAGEMENT L.P.$543K7,646−255,327TRIM
282Verition Fund Management LLC$538K7,567−78,771TRIM
283Allspring Global Investments Holdings, LLC$537K7,550−98TRIM
284Merit Financial Group, LLC$537K7,560+2,722ADD
285MACKENZIE FINANCIAL CORP$537K7,551+110ADD
286CM Management, LLC$533K7,500+7,500NEW
287HB Wealth Management, LLC$533K7,496+1,588ADD
288BNP Paribas Asset Management Holding S.A.$519K7,304−1,236TRIM
289Patriot Financial Group Insurance Agency, LLC$518K7,296+3,464ADD
290BANK OF NOVA SCOTIA$516K7,258+980ADD
291Global X Japan Co., Ltd.$511K7,195−1,144TRIM
292Penobscot Investment Management Company, Inc.$511K7,1930NO CHANGE
293Independent Advisor Alliance$507K7,138−1,002TRIM
294Asset Management One Co., Ltd.$502K7,066−371TRIM
295Savant Capital, LLC$492K6,918−4,693TRIM
296BRIDGES INVESTMENT MANAGEMENT INC$486K6,835−2,335TRIM
297Mutual Advisors, LLC$484K6,811−1,432TRIM
298Argyle Capital Management, LLC$474K6,675+6,675NEW
299Cypress Capital Group$474K6,664−115TRIM
300State of Wyoming$473K6,653+6,653NEW
301GLENMEDE TRUST CO NA$472K6,636+482ADD
302Castleview Partners, LLC$465K6,542+1,065ADD
303EQUITABLE TRUST CO$463K6,510+6,510NEW
304PFG Investments, LLC$456K6,413+787ADD
305MUFG Securities EMEA plc$451K6,353−79,193TRIM
306Choate Investment Advisors$450K6,3330NO CHANGE
307Intrua Financial, LLC$446K6,270−109TRIM
308Mesirow Financial Investment Management, Inc.$438K6,1600NO CHANGE
309GREAT VALLEY ADVISOR GROUP, INC.$427K6,003+1ADD
310111 Capital$426K5,994+5,994NEW
311Principle Wealth Partners LLC$424K5,964−25TRIM
312Atom Investors LP$424K5,961+5,961NEW
313Chicago Partners Investment Group LLC$423K5,587+5,587NEW
314Sterling Capital Management LLC$414K5,824−3,339TRIM
315STOREBRAND ASSET MANAGEMENT AS$413K5,815—NO PRIOR
316Glenview Trust Co$413K5,8070NO CHANGE
317Allworth Financial LP$408K5,746+1,916ADD
318ANCHYRA PARTNERS LLC$406K5,718+192ADD
319Wagner Wealth Management, Corp$405K5,706+5,706NEW
320Aptus Capital Advisors, LLC$398K5,605−94TRIM
321MIRABELLA FINANCIAL SERVICES LLP$393K5,536+5,536NEW
322O'SHAUGHNESSY ASSET MANAGEMENT, LLC$393K5,534+350ADD
323Stratos Wealth Partners, LTD.$391K5,500−277TRIM
324OMERS ADMINISTRATION Corp$390K5,4880NO CHANGE
325Avior Wealth Management, LLC$389K5,469−510TRIM
326Miller Financial Services LLC$387K5,443−800TRIM
327Orion Porfolio Solutions, LLC$385K5,416+839ADD
328Connor, Clark & Lunn Investment Management Ltd.$384K5,409+5,409NEW
329Empirical Finance, LLC$380K5,349−7TRIM
330NOMURA HOLDINGS INC$377K5,305+2,156ADD
331Total Wealth Planning & Management, Inc.$377K5,300+200ADD
332MACQUARIE GROUP LTD$363K5,111−1,254TRIM
333NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$352K4,956+7ADD
334New Age Alpha Advisors, LLC$352K4,953+4,953NEW
335Sumitomo Mitsui DS Asset Management Company, Ltd$342K4,8140NO CHANGE
336EVERGREEN CAPITAL MANAGEMENT LLC$336K4,724+310ADD
337FOUNDATIONS INVESTMENT ADVISORS, LLC$333K4,690+4,690NEW
338Caprock Group, LLC$331K4,651+4,651NEW
339OneDigital Investment Advisors LLC$329K4,634+4,634NEW
340JANE STREET GROUP, LLC$328K4,614−44,014TRIM
341Crossmark Global Holdings, Inc.$323K4,547—NO PRIOR
342Forvis Mazars Wealth Advisors, LLC$322K4,537−5TRIM
343North Dakota State Investment Board$321K4,519−781TRIM
344Gateway Wealth Partners, LLC$315K4,428+4,428NEW
345Steward Partners Investment Advisory, LLC$311K4,371+143ADD
346EXCHANGE TRADED CONCEPTS, LLC$310K4,360+272ADD
347MUFG SECURITIES AMERICAS INC.$305K4,286+113ADD
348Concentric Capital Strategies, LP$304K4,280−118,556TRIM
349MONECO ADVISORS, LLC$303K4,264+28ADD
350Wealthfront Advisers LLC$302K4,254+338ADD
351SECURIAN ASSET MANAGEMENT, INC$298K4,1950NO CHANGE
352VestGen Advisors, LLC$297K3,767+3,767NEW
353Cardinal Point Capital Management ULC$297K4,175−625TRIM
354Squarepoint Ops LLC$293K4,117−11TRIM
355Capital Investment Advisors, LLC$285K4,007+733ADD
356Red Door Wealth Management, LLC$284K3,994−51TRIM
357Larson Financial Group LLC$283K3,986−169TRIM
358BAXTER BROS INC$278K3,914+3,914NEW
359BLAIR WILLIAM & CO/IL$275K3,867−221TRIM
360Mendel Capital Management LLC$266K3,738—NO PRIOR
361High Net Worth Advisory Group LLC$264K3,7200NO CHANGE
362UNITED CAPITAL FINANCIAL ADVISORS, LLC$261K3,673+3,673NEW
363Sanctuary Advisors, LLC$257K3,615−2,150TRIM
364MONETA GROUP INVESTMENT ADVISORS LLC$256K3,599−6TRIM
365Eurizon Capital SGR S.p.A.$253K3,624+2,297ADD
366BRADLEY FOSTER & SARGENT INC/CT$251K3,5360NO CHANGE
367Innova Wealth Partners$249K3,510+3,510NEW
368D.A. DAVIDSON & CO.$249K3,502−2,125TRIM
369Marex Group Ltd$249K3,499+52ADD
370Arax Advisory Partners$248K3,495+202ADD
371Hilltop Holdings Inc.$247K3,476−5,085TRIM
372Alpha Zero LLC$246K3,458—NO PRIOR
373SFG Wealth Management, LLC.$240K3,371+3,371NEW
374Savvy Advisors, Inc.$238K3,350+3,350NEW
375Curi Capital, LLC$234K3,296+3,296NEW
376Kingsview Wealth Management, LLC$234K3,292+3,292NEW
377Wealthcare Advisory Partners LLC$232K3,266+488ADD
378Pinnacle Financial Partners, Inc.$231K3,248+3,248NEW
379Sound Financial Strategies Group, LLC$231K3,248+3,248NEW
380Moors & Cabot, Inc.$231K3,247−599TRIM
381Wealth Science Advisors LLC$229K3,0810NO CHANGE
382AFFINITY INVESTMENT ADVISORS, LLC$228K3,2110NO CHANGE
383PATTON FUND MANAGEMENT, INC.$228K3,2100NO CHANGE
384Walser Wealth Management Company, A Ltd Liability Co$220K3,090+3,090NEW
385MAI Capital Management$218K3,072+738ADD
386Gallagher Fiduciary Advisors, LLC$216K3,041+13ADD
387Tower Research Capital LLC (TRC)$215K3,030−4,929TRIM
388Bull Harbor Capital LLC$215K3,028—NO PRIOR
389CIDEL ASSET MANAGEMENT INC$215K3,024+3,024NEW
390Lido Advisors, LLC$213K3,000+3,000NEW
391KESTRA PRIVATE WEALTH SERVICES, LLC$213K2,993+206ADD
392Equitable Holdings, Inc.$212K2,849+2,849NEW
393VARCOV Co.$211K2,970+2,970NEW
394Laird Norton Wetherby Trust Company, LLC$211K2,969−279TRIM
395Paragon Capital Management Ltd$210K2,954−120TRIM
396Inscription Capital, LLC$208K2,925+14ADD
397Bridgewater Associates, LP$207K2,917+2,917NEW
398Bayforest Capital Ltd$207K2,917+2,917NEW
399Metis Global Partners, LLC$206K2,901−371TRIM
400Summit Financial, LLC$205K2,884+160ADD
401Capital Investment Advisory Services, LLC$205K2,881−573TRIM
402FIDUCIARY TRUST CO$202K2,846+2,846NEW
403Pallas Capital Advisors LLC$202K2,837+2,837NEW
404TEMA ETFS LLC$197K2,779+14ADD
405Wilmington Savings Fund Society, FSB$188K2,648−2,350TRIM
406UMB Bank, n.a.$165K2,317+37ADD
407Center for Financial Planning, Inc.$164K2,3080NO CHANGE
408MATHER GROUP, LLC.$158K2,223+2,223NEW
409JONES FINANCIAL COMPANIES LLLP$157K2,213+2,213NEW
410MEEDER ASSET MANAGEMENT INC$141K1,991+1,873ADD
411Parallax Volatility Advisers, L.P.$139K1,828+1,828NEW
412FARMERS & MERCHANTS INVESTMENTS INC$127K1,7850NO CHANGE
413MCF Advisors LLC$122K1,712—NO PRIOR
414Annis Gardner Whiting Capital Advisors, LLC$120K1,682−90TRIM
415Siemens Fonds Invest GmbH$108K1,5240NO CHANGE
416Ameritas Advisory Services, LLC$102K1,436+1,436NEW
417Atlantic Union Bankshares Corp$89.6K1,261+4ADD
418TOMPKINS FINANCIAL CORP$88.5K1,2450NO CHANGE
419Deseret Mutual Benefit Administrators$82.7K1,164+594ADD
420Optiver Holding B.V.$75.7K1,065+877ADD
421Rialto Wealth Management, LLC$73.5K1,034+5ADD
422Kennebec Savings Bank$71.1K1,0000NO CHANGE
423Hartford Financial Management Inc.$71.0K999−178TRIM
424ASSETMARK, INC$62.5K880+146ADD
425TRUST CO OF TOLEDO NA /OH/$62.2K875+5ADD
426SIGNATUREFD, LLC$61.0K858+152ADD
427INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$60.6K852−1,797TRIM
428CALDWELL SUTTER CAPITAL, INC.$60.4K849+191ADD
429SBI Securities Co., Ltd.$59.3K834+38ADD
430TD Waterhouse Canada Inc.$57.8K813+113ADD
431New England Capital Financial Advisors LLC$54.5K766−69TRIM
432WEBSTER BANK, N. A.$51.6K7260NO CHANGE
433Medallion Wealth Advisors, LLC$51.2K720—NO PRIOR
434Pinnacle Wealth Planning Services, Inc.$47.0K661+89ADD
435ARMSTRONG ADVISORY GROUP, INC$46.3K6510NO CHANGE
436AlphaCore Capital LLC$41.6K586−818TRIM
437First Command Advisory Services, Inc.$40.9K575+575NEW
438Transamerica Financial Advisors, LLC$39.1K549+278ADD
439MONTAG A & ASSOCIATES INC$39.0K5490NO CHANGE
440BEACON INVESTMENT ADVISORY SERVICES, INC.$36.2K510+510NEW
441Beaird Harris Wealth Management, LLC$36.1K5080NO CHANGE
442Jackson, Grant Investment Advisers, Inc.$35.5K5000NO CHANGE
443Millstone Evans Group, LLC$35.5K5000NO CHANGE
444Parkside Financial Bank & Trust$35.4K498+32ADD
445Cromwell Holdings LLC$33.4K470−68TRIM
446Crews Bank & Trust$32.3K4540NO CHANGE
447Fairman Group, LLC$31.5K4430NO CHANGE
4481248 Management, LLC$30.3K427+427NEW
449CYBER HORNET ETFs LLC$30.3K426−19TRIM
450QUADRANT CAPITAL GROUP LLC$29.5K4150NO CHANGE
451Smartleaf Asset Management LLC$26.9K399+22ADD
452True Wealth Design, LLC$25.9K365+241ADD
453TD Capital Management LLC$25.7K361+4ADD
454Vanguard National Trust Co$24.4K344—NO PRIOR
455ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$24.2K340+13ADD
456American Capital Advisory, LLC$23.0K3230NO CHANGE
457CVA Family Office, LLC$21.5K303+211ADD
458Cassaday & Co Wealth Management LLC$20.2K284+284NEW
459JNBA Financial Advisors$19.5K2740NO CHANGE
460Key Capital Management, INC$19.3K272+202ADD
461MTM Investment Management, LLC$18.7K263+3ADD
462JFS WEALTH ADVISORS, LLC$16.9K238+9ADD
463GHP Investment Advisors, Inc.$14.3K2020NO CHANGE
464SALEM INVESTMENT COUNSELORS INC$14.2K200+200NEW
465Blue Trust, Inc.$14.2K200−47TRIM
466Hilltop National Bank$14.2K2000NO CHANGE
467CENTRAL TRUST Co$13.6K1920NO CHANGE
468Private Wealth Management Group, LLC$11.7K1650NO CHANGE
469Clearstead Trust, LLC$11.7K1640NO CHANGE
470Basecamp Wealth Advisors LLC$10.7K151—NO PRIOR
471Quarry LP$10.7K150−707TRIM
472ELEVATION WEALTH PARTNERS, LLC$9.5K134+134NEW
473EVERMAY WEALTH MANAGEMENT LLC$9.0K1260NO CHANGE
474ALGERT GLOBAL LLC$8.9K125,590+125,590NEW
475Sachetta, LLC$8.5K119+94ADD
476Reyes Financial Architecture, Inc.$8.3K1170NO CHANGE
477South Dakota Investment Council$8.0K113,2140NO CHANGE
478Physician Wealth Advisors, Inc.$6.7K94+22ADD
479Murphy & Mullick Capital Management Corp$6.6K93+93NEW
480SJS Investment Consulting Inc.$6.5K92+81ADD
481Arlington Trust Co LLC$6.5K92+92NEW
482VISION FINANCIAL MARKETS LLC$6.2K870NO CHANGE
483Caldwell Trust Co$6.0K850NO CHANGE
484Founders Capital Management$5.9K830NO CHANGE
485CHAPMAN FINANCIAL GROUP, LLC$5.7K80−300TRIM
486Signature Equity Partners, LLC$5.5K78+78NEW
487WPG Advisers, LLC$4.9K690NO CHANGE
488Treasurer of the State of North Carolina$4.7K66,168+1,409ADD
489CANADA LIFE ASSURANCE Co$4.3K60,919+418ADD
490MCGUIRE CAPITAL ADVISORS INC$4.3K610NO CHANGE
491FINANCIAL CONSULATE, INC$4.3K60+23ADD
492POM Investment Strategies, LLC$4.1K580NO CHANGE
493Grove Bank & Trust$4.0K56−125TRIM
494Olstein Capital Management, L.P.$3.9K55,000−22,000TRIM
495Pacifica Partners Inc.$3.8K540NO CHANGE
496Activest Wealth Management$3.7K52+50ADD
497Kilter Group LLC$3.5K49+39ADD
498E Fund Management (Hong Kong) Co., Ltd.$3.4K480NO CHANGE
499Westfuller Advisors, LLC$3.3K47−5TRIM
500Abound Wealth Management$2.8K400NO CHANGE
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SWK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · STANLEY BLACK & DECKER INC

Merged timeline of congressional filings and notable-manager moves on SWK
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+200,548 sh
2026-05-15Bridgewater Associates 13FNEW+2,917 sh
2026-05-15Moore Capital Management 13FEXIT−66,529 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed SWK — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).