Who holds SWKticker 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 ↗

557

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$8.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

293

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital Research Global Investors	$922M	12,975,998	+119,481	add
2	BlackRock, Inc.	$734M	10,324,071	+59,765	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$715M	10,064,474	—	no prior
4	STATE STREET CORP	$592M	8,335,187	−549,462	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$489M	6,886,035	—	no prior
6	DIMENSIONAL FUND ADVISORS LP	$354M	4,976,851	+92,573	add
7	GEODE CAPITAL MANAGEMENT, LLC	$294M	4,151,262	+110,173	add
8	AMERIPRISE FINANCIAL INC	$285M	4,004,872	−25,700	trim
9	WELLS FARGO & COMPANY/MN	$281M	3,955,743	+29,662	add
10	Invesco Ltd.	$256M	3,605,886	+276,993	add
11	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$229M	3,220,670	−7,577	trim
12	MORGAN STANLEY	$196M	2,761,892	+382,676	add
13	SCHRODER INVESTMENT MANAGEMENT GROUP	$186M	2,624,166	+38,166	add
14	Clean Energy Transition LLP	$185M	2,601,390	−334,683	trim
15	ADAGE CAPITAL PARTNERS GP, L.L.C.	$163M	2,300,421	+1,534,586	add
16	ProShare Advisors LLC	$144M	2,021,797	−314,087	trim
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$121M	1,698,376	+56,052	add
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$117M	1,643,332	−228,507	trim
19	UBS Group AG	$96.0M	1,350,368	+26,382	add
20	NORTHERN TRUST CORP	$94.9M	1,335,011	+14,394	add
21	Bank of New York Mellon Corp	$92.2M	1,297,222	+14,464	add
22	AQR CAPITAL MANAGEMENT LLC	$84.8M	1,221,501	+711,870	add
23	VANGUARD FIDUCIARY TRUST CO	$62.0M	871,980	—	no prior
24	BANK OF AMERICA CORP /DE/	$60.1M	845,799	−475,356	trim
25	STIFEL FINANCIAL CORP	$53.6M	754,118	+26,845	add
26	Freestone Grove Partners LP	$50.3M	708,037	+593,025	add
27	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$47.4M	667,722	+667,722	new
28	Vest Financial, LLC	$44.0M	619,875	−92,634	trim
29	COOKE & BIELER LP	$42.4M	596,900	−326,646	trim
30	DEUTSCHE BANK AG\	$39.5M	556,450	+78,040	add
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$39.3M	552,996	+7,430	add
32	Clark Capital Management Group, Inc.	$39.2M	551,997	+551,997	new
33	WILSEY ASSET MANAGEMENT INC	$37.9M	533,523	+10,251	add
34	Paralel Advisors LLC	$37.7M	530,000	−150,000	trim
35	Mariner, LLC	$37.0M	520,241	+46,425	add
36	AMERICAN CENTURY COMPANIES INC	$36.6M	514,771	+508,548	add
37	FIRST TRUST ADVISORS LP	$34.2M	480,739	+34,871	add
38	Gotham Asset Management, LLC	$33.1M	466,267	+200,548	add
39	NOMURA ASSET MANAGEMENT CO LTD	$32.8M	461,958	−70,004	trim
40	FMR LLC	$32.0M	449,661	+15,997	add
41	Alyeska Investment Group, L.P.	$30.7M	432,566	−758,974	trim
42	Nuveen, LLC	$29.6M	415,992	+32,715	add
43	WELLINGTON MANAGEMENT GROUP LLP	$29.1M	409,327	+49,762	add
44	ARIEL INVESTMENTS, LLC	$28.2M	396,952	−24,435	trim
45	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$26.4M	371,251	+38,958	add
46	ROYAL BANK OF CANADA	$25.5M	358,991	−24,542	trim
47	COMMONWEALTH EQUITY SERVICES, LLC	$24.8M	349,046	+13,287	add
48	Vanguard Global Advisers, LLC	$24.7M	347,955	—	no prior
49	Amundi	$23.9M	336,884	+98,655	add
50	RAYMOND JAMES FINANCIAL INC	$23.5M	330,248	−29,344	trim
51	TOCQUEVILLE ASSET MANAGEMENT L.P.	$22.3M	314,226	+44,314	add
52	Swiss National Bank	$21.8M	306,535	+1,300	add
53	Sunriver Management LLC	$20.8M	293,036	−140,637	trim
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$20.3M	285,930	+15,438	add
55	Qube Research & Technologies Ltd	$20.2M	283,627	+283,627	new
56	Caption Management, LLC	$19.9M	280,463	+280,463	new
57	Legal & General Group Plc	$19.4M	273,417	−22,454	trim
58	SEI INVESTMENTS CO	$18.9M	265,676	+93,548	add
59	MILLENNIUM MANAGEMENT LLC	$18.2M	256,467	+48,474	add
60	Mitsubishi UFJ Asset Management Co., Ltd.	$17.7M	248,422	+368	add
61	Quantinno Capital Management LP	$17.6M	247,135	+61,376	add
62	ENVESTNET ASSET MANAGEMENT INC	$17.5M	245,876	+125,749	add
63	Swiss Life Asset Management Ltd	$16.5M	231,662	+9,331	add
64	Hardman Johnston Global Advisors LLC	$15.9M	223,484	+114,916	add
65	VICTORY CAPITAL MANAGEMENT INC	$15.1M	212,574	+97,211	add
66	GODSEY & GIBB, INC	$15.1M	212,332	+3,659	add
67	HSBC HOLDINGS PLC	$14.7M	207,667	−277,349	trim
68	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$14.4M	202,710	+10,778	add
69	DELTA ASSET MANAGEMENT LLC/TN	$13.4M	189,206	−3,476	trim
70	NEW SOUTH CAPITAL MANAGEMENT INC	$13.4M	189,197	+1,628	add
71	D. E. Shaw & Co., Inc.	$13.2M	186,373	−301,988	trim
72	ALLIANCEBERNSTEIN L.P.	$13.1M	176,434	−7,612	trim
73	PRINCIPAL FINANCIAL GROUP INC	$12.3M	172,533	+1,638	add
74	Man Group plc	$12.1M	170,551	+85,563	add
75	CITIGROUP INC	$11.6M	163,930	−24,764	trim
76	LPL Financial LLC	$11.5M	161,396	+35,336	add
77	FIFTH THIRD BANCORP	$11.0M	154,867	+147,101	add
78	Gilman Hill Asset Management, LLC	$10.2M	144,063	−5,176	trim
79	CANADA PENSION PLAN INVESTMENT BOARD	$10.0M	141,400	+136,881	add
80	VANGUARD ASSET MANAGEMENT, Ltd	$10.0M	140,399	—	no prior
81	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9.8M	138,400	0	no change
82	BANK OF MONTREAL /CAN/	$9.3M	130,229	−19,864	trim
83	Kiltearn Partners LLP	$9.1M	127,800	−26,700	trim
84	Meiji Yasuda Asset Management Co Ltd.	$9.1M	127,749	−29,324	trim
85	EASTERN BANK	$9.0M	126,182	+122,800	add
86	BCWM, LLC	$8.9M	125,362	+6,342	add
87	IEQ CAPITAL, LLC	$8.7M	122,036	+62,828	add
88	DE BURLO GROUP INC	$8.7M	121,995	−85,292	trim
89	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$8.6M	120,808	+88,116	add
90	Americana Partners, LLC	$8.5M	119,407	+6,147	add
91	KENNEDY CAPITAL MANAGEMENT LLC	$8.2M	115,966	+27,924	add
92	Great Hill Capital LLC	$7.4M	103,708	−4,490	trim
93	Rempart Asset Management Inc.	$7.3M	102,061	−350	trim
94	Universal- Beteiligungs- und Servicegesellschaft mbH	$7.0M	98,327	−28,881	trim
95	WORLDQUANT MILLENNIUM ADVISORS LLC	$6.8M	95,517	+88,063	add
96	YOUSIF CAPITAL MANAGEMENT, LLC	$6.6M	92,939	−1,559	trim
97	VAN DEN BERG MANAGEMENT I, INC	$6.6M	92,203	+2,602	add
98	CITADEL ADVISORS LLC	$6.5M	91,320	−127,058	trim
99	Ensign Peak Advisors, Inc	$6.0M	84,411	−1,240	trim
100	Advisors Asset Management, Inc.	$6.0M	83,785	+15,008	add
101	Catherine Avery Investment Management LLC	$5.6M	78,248	+18,669	add
102	PRUDENTIAL FINANCIAL INC	$5.5M	77,452	−2,255	trim
103	Chevy Chase Trust Holdings, LLC	$5.4M	76,304	−2,224	trim
104	FEDERATED HERMES, INC.	$5.4M	75,585	+1,775	add
105	Cetera Investment Advisers	$5.4M	75,389	+17,592	add
106	Regents Gate Capital LLP	$5.3M	74,393	+74,393	new
107	NORDEA INVESTMENT MANAGEMENT AB	$5.2M	75,510	−2,679	trim
108	OPPENHEIMER ASSET MANAGEMENT INC.	$5.2M	72,500	+7,872	add
109	Walleye Capital LLC	$5.1M	72,315	−27,896	trim
110	Monte Financial Group, LLC	$5.1M	71,303	+85	add
111	Goelzer Investment Management, Inc.	$5.1M	71,270	+160	add
112	Insight Wealth Strategies, LLC	$5.0M	69,926	+2,131	add
113	Brevan Howard Capital Management LP	$4.9M	69,405	+69,405	new
114	Old North State Wealth Management, LLC	$4.9M	68,721	−5,366	trim
115	APG Asset Management N.V.	$4.9M	79,105	−1,200	trim
116	Janus Henderson Group Ltd.	$4.9M	68,591	−384	trim
117	GUGGENHEIM CAPITAL LLC	$4.7M	66,129	+33,672	add
118	Sompo Asset Management Co., Ltd.	$4.7M	66,083	+540	add
119	Sumitomo Mitsui Trust Group, Inc.	$4.7M	65,507	−6,957	trim
120	NATIONAL BANK OF CANADA /FI/	$4.6M	65,336	+866	add
121	Engineers Gate Manager LP	$4.6M	64,883	−188,800	trim
122	ICON ADVISERS INC/CO	$4.6M	64,550	+30,710	add
123	STATE OF WISCONSIN INVESTMENT BOARD	$4.4M	61,933	−6,900	trim
124	COMMERCE BANK	$4.4M	61,259	−277	trim
125	MEYER HANDELMAN CO	$4.3M	61,082	0	no change
126	NewSquare Capital LLC	$4.3M	61,034	−813	trim
127	Creative Planning	$4.0M	56,736	+26,155	add
128	Concurrent Investment Advisors, LLC	$4.0M	56,727	+11,210	add
129	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.9M	55,113	+10,288	add
130	State of New Jersey Common Pension Fund D	$3.7M	52,359	0	no change
131	DANSKE BANK A/S	$3.5M	49,216	−693	trim
132	Cerity Partners LLC	$3.5M	48,843	−7,963	trim
133	Legato Capital Management LLC	$3.5M	48,800	+16,000	add
134	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$3.5M	48,726	−1,384	trim
135	CIBC Bancorp USA Inc.	$3.3M	46,834	—	no prior
136	Mirae Asset Global Investments Co., Ltd.	$3.3M	46,569	+6,846	add
137	TRUIST FINANCIAL CORP	$3.3M	46,478	+38,831	add
138	Pekin Hardy Strauss, Inc.	$3.2M	45,439	−4,685	trim
139	Robeco Institutional Asset Management B.V.	$3.2M	45,312	+12,313	add
140	Brendel Financial Advisors LLC	$3.2M	45,070	+45,070	new
141	CWM, LLC	$3.1M	44,090	+26,577	add
142	HighTower Advisors, LLC	$3.1M	44,065	−3,159	trim
143	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.1M	44,045	+4,459	add
144	Arizona State Retirement System	$3.0M	42,538	−425	trim
145	Czech National Bank	$3.0M	42,182	+1,342	add
146	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.0M	43,647	−15,536	trim
147	Kinloch Capital, LLC	$3.0M	41,701	+10,786	add
148	NISA INVESTMENT ADVISORS, LLC	$3.0M	41,577	−1,458	trim
149	TWINBEECH CAPITAL LP	$2.9M	40,927	+37,669	add
150	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.8M	39,811	+5,045	add
151	Y-Intercept (Hong Kong) Ltd	$2.8M	39,808	+9,974	add
152	Vanguard Investments Australia, Ltd.	$2.8M	39,804	—	no prior
153	FIRST CITIZENS BANK & TRUST CO	$2.8M	39,718	+39,718	new
154	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.8M	39,211	−5,368	trim
155	Envestnet Portfolio Solutions, Inc.	$2.6M	37,012	+37,012	new
156	Pictet Asset Management Holding SA	$2.6M	36,785	+1,189	add
157	MetLife Investment Management, LLC	$2.6M	36,182	−939	trim
158	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.6M	36,079	+52	add
159	CIBC Asset Management Inc	$2.4M	34,453	+154	add
160	KLP KAPITALFORVALTNING AS	$2.4M	34,200	+1,100	add
161	Kovack Advisors, Inc.	$2.4M	34,163	−870	trim
162	Sage Capital Advisors,llc	$2.4M	34,019	+272	add
163	Retirement Systems of Alabama	$2.3M	32,891	−60	trim
164	Tidal Investments LLC	$2.3M	32,727	+5,445	add
165	Mitsubishi UFJ Trust & Banking Corp	$2.3M	32,489	+21,877	add
166	All Terrain Financial Advisors, LLC	$2.2M	31,065	+771	add
167	VOYA INVESTMENT MANAGEMENT LLC	$2.2M	30,569	−582,203	trim
168	OSAIC HOLDINGS, INC.	$2.0M	27,645	−1,691	trim
169	TD ASSET MANAGEMENT INC	$1.9M	27,005	+106	add
170	NewEdge Advisors, LLC	$1.9M	26,651	+26,651	new
171	Summit Trail Advisors, LLC	$1.9M	26,634	−3,492	trim
172	Alphadyne Asset Management LP	$1.9M	26,442	+26,442	new
173	BROWN ADVISORY INC	$1.9M	26,232	+71	add
174	MML INVESTORS SERVICES, LLC	$1.8M	25,678	+12,702	add
175	SCOTIA CAPITAL INC.	$1.8M	25,392	−88	trim
176	Utah Retirement Systems	$1.8M	25,378	0	no change
177	Ally Financial Inc.	$1.8M	25,000	0	no change
178	Resona Asset Management Co.,Ltd.	$1.8M	26,102	−3,470	trim
179	Focus Partners Wealth	$1.8M	24,746	+8,525	add
180	CULLINAN ASSOCIATES INC	$1.7M	24,600	0	no change
181	TORONTO DOMINION BANK	$1.7M	24,281	−1,980	trim
182	Kestra Advisory Services, LLC	$1.7M	23,478	+1,611	add
183	FLPUTNAM INVESTMENT MANAGEMENT CO	$1.6M	22,741	+44	add
184	Peak Asset Management, LLC	$1.6M	22,733	0	no change
185	UniSuper Management Pty Ltd	$1.6M	22,435	−357	trim
186	NEOS Investment Management LLC	$1.6M	22,113	+5,368	add
187	&PARTNERS	$1.6M	22,113	+9,074	add
188	ALLEN WEALTH MANAGEMENT, LLC	$1.6M	21,947	+2,388	add
189	Vident Advisory, LLC	$1.6M	21,834	+277	add
190	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.5M	21,766	+614	add
191	INTEGRITY ALLIANCE, LLC.	$1.5M	21,692	+119	add
192	M&T BANK CORP	$1.5M	21,002	−84	trim
193	Aberdeen Group plc	$1.5M	20,971	−3,733	trim
194	Rockefeller Capital Management L.P.	$1.5M	20,412	+3,244	add
195	Essex Financial Services, Inc.	$1.4M	19,878	−728	trim
196	Ameritas Investment Partners, Inc.	$1.4M	19,433	+1,518	add
197	Daiwa Securities Group Inc.	$1.4M	19,350	+1,330	add
198	MERCER GLOBAL ADVISORS INC /ADV	$1.4M	19,309	+9,376	add
199	Blackhawk Capital Partners, LLC	$1.4M	19,117	−962	trim
200	Machina Capital S.A.S.	$1.4M	19,008	+19,008	new
201	GREENWOOD CAPITAL ASSOCIATES LLC	$1.3M	18,367	+3,014	add
202	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.3M	18,237	−194,538	trim
203	BDF-GESTION	$1.3M	17,919	0	no change
204	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	17,728	0	no change
205	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.2M	17,577	−3,451	trim
206	XPONANCE LLC	$1.2M	16,961	+3,789	add
207	Corient Private Wealth LLC	$1.2M	17,018	−39,769	trim
208	CIBC WORLD MARKET INC.	$1.2M	16,699	−1,040	trim
209	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$1.2M	16,542	+16,542	new
210	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.2M	16,478	−156	trim
211	XTX Topco Ltd	$1.1M	15,768	−6,946	trim
212	Clearstead Advisors, LLC	$1.1M	15,642	+3,031	add
213	Loudon Investment Management, LLC	$1.1M	15,445	−350	trim
214	Sequoia Financial Advisors, LLC	$1.1M	15,441	−1,172	trim
215	Texas Yale Capital Corp.	$1.1M	15,367	0	no change
216	TRED AVON FAMILY WEALTH, LLC	$1.1M	15,320	+3,060	add
217	Cascade Investment Advisors, Inc.	$1.1M	15,270	−170	trim
218	SEGALL BRYANT & HAMILL, LLC	$1.1M	15,221	0	no change
219	Assenagon Asset Management S.A.	$1.1M	15,201	−14,349	trim
220	Crescent Sterling, Ltd.	$1.1M	15,113	+662	add
221	Beacon Pointe Advisors, LLC	$1.1M	14,896	+1,193	add
222	Leonteq Securities AG	$1.0M	14,699	+9,449	add
223	GROUP ONE TRADING LLC	$1.0M	14,655	−30,854	trim
224	Mork Capital Management, LLC	$1.0M	14,630	0	no change
225	Rakuten Investment Management, Inc.	$1.0M	15,254	+1,440	add
226	Jain Global LLC	$1.0M	14,460	+3,970	add
227	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.0M	14,367	+521	add
228	Rafferty Asset Management, LLC	$986K	13,879	−5,938	trim
229	PRIVATE TRUST CO NA	$960K	13,512	+21	add
230	ROMANO BROTHERS AND COMPANY	$931K	13,107	0	no change
231	KEYBANK NATIONAL ASSOCIATION/OH	$927K	13,046	+2,886	add
232	US BANCORP \DE\	$924K	13,000	−2,066	trim
233	FRANKLIN RESOURCES INC	$922K	12,975	−1,000	trim
234	Atria Investments, Inc	$921K	12,960	−6,935	trim
235	NAPLES GLOBAL ADVISORS, LLC	$921K	12,959	−87	trim
236	Capital International Sarl	$911K	12,820	+2,414	add
237	Investors Research Corp	$908K	12,779	+475	add
238	Ethic Inc.	$902K	12,696	−2,338	trim
239	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$888K	12,501	−272	trim
240	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$883K	12,423	+12,423	new
241	Pathstone Holdings, LLC	$874K	12,296	−1,316	trim
242	PRINCIPAL SECURITIES, INC.	$848K	11,932	+8,733	add
243	BROWN, LISLE/CUMMINGS, INC.	$843K	11,862	+4	add
244	Blueshift Asset Management, LLC	$839K	11,808	−9,197	trim
245	Crown Oak Advisors, LLC	$816K	11,481	+7	add
246	Federation des caisses Desjardins du Quebec	$797K	11,217	−3,375	trim
247	Sivia Capital Partners, LLC	$783K	11,022	+11,022	new
248	Dakota Wealth Management	$766K	10,781	−1,829	trim
249	Sky Investment Group LLC	$763K	10,731	−910	trim
250	Procyon Advisors, LLC	$752K	10,583	+1,334	add
251	Miller Investment Management, LP	$750K	10,555	0	no change
252	Vanguard Personalized Indexing Management, LLC	$745K	10,482	+238	add
253	REGIONS FINANCIAL CORP	$724K	10,188	−71	trim
254	JACOBS LEVY EQUITY MANAGEMENT, INC	$699K	9,837	+9,837	new
255	Ridgewood Investments LLC	$696K	9,796	—	no prior
256	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$691K	9,730	+3,608	add
257	STEPHENS INC /AR/	$691K	9,720	−99	trim
258	Apollon Wealth Management, LLC	$690K	9,712	−2,026	trim
259	Focus Partners Advisor Solutions, LLC	$668K	9,400	+5,201	add
260	MIZUHO SECURITIES USA LLC	$665K	9,363	−1,915	trim
261	Applied Capital LLC/FL	$664K	9,342	−325	trim
262	Norinchukin Bank, The	$663K	9,335	+6	add
263	Ascentis Independent Advisors	$656K	9,229	+9,229	new
264	Sigma Planning Corp	$656K	9,229	+1,152	add
265	ROCKLAND TRUST CO	$651K	9,157	+834	add
266	SIMPLEX TRADING, LLC	$644K	9,068	+740	add
267	JB Capital LLC	$644K	9,058	+3,740	add
268	RB Capital Management, LLC	$634K	8,919	+290	add
269	SummitTX Capital, L.P.	$631K	8,875	+8,875	new
270	Navalign, LLC	$626K	8,805	+371	add
271	Brooklyn Investment Group	$624K	8,785	+8,785	new
272	EVOLVE PRIVATE WEALTH, LLC	$624K	8,781	+5,066	add
273	DRW Securities, LLC	$612K	8,619	+8,619	new
274	Polymer Capital Management (US) LLC	$607K	8,537	−1,240	trim
275	Maryland State Retirement & Pension System	$584K	8,223	0	no change
276	Chicago Capital, LLC	$579K	8,153	+2,830	add
277	World Investment Advisors	$573K	8,063	+1,355	add
278	DnB Asset Management AS	$570K	8,020	+8,020	new
279	Private Advisor Group, LLC	$564K	7,944	−758	trim
280	Empowered Funds, LLC	$544K	7,655	+7,655	new
281	BALYASNY ASSET MANAGEMENT L.P.	$543K	7,646	−255,327	trim
282	Verition Fund Management LLC	$538K	7,567	−78,771	trim
283	Allspring Global Investments Holdings, LLC	$537K	7,550	−98	trim
284	Merit Financial Group, LLC	$537K	7,560	+2,722	add
285	MACKENZIE FINANCIAL CORP	$537K	7,551	+110	add
286	CM Management, LLC	$533K	7,500	+7,500	new
287	HB Wealth Management, LLC	$533K	7,496	+1,588	add
288	BNP Paribas Asset Management Holding S.A.	$519K	7,304	−1,236	trim
289	Patriot Financial Group Insurance Agency, LLC	$518K	7,296	+3,464	add
290	BANK OF NOVA SCOTIA	$516K	7,258	+980	add
291	Global X Japan Co., Ltd.	$511K	7,195	−1,144	trim
292	Penobscot Investment Management Company, Inc.	$511K	7,193	0	no change
293	Independent Advisor Alliance	$507K	7,138	−1,002	trim
294	Asset Management One Co., Ltd.	$502K	7,066	−371	trim
295	Savant Capital, LLC	$492K	6,918	−4,693	trim
296	BRIDGES INVESTMENT MANAGEMENT INC	$486K	6,835	−2,335	trim
297	Mutual Advisors, LLC	$484K	6,811	−1,432	trim
298	Argyle Capital Management, LLC	$474K	6,675	+6,675	new
299	Cypress Capital Group	$474K	6,664	−115	trim
300	State of Wyoming	$473K	6,653	+6,653	new
301	GLENMEDE TRUST CO NA	$472K	6,636	+482	add
302	Castleview Partners, LLC	$465K	6,542	+1,065	add
303	EQUITABLE TRUST CO	$463K	6,510	+6,510	new
304	PFG Investments, LLC	$456K	6,413	+787	add
305	MUFG Securities EMEA plc	$451K	6,353	−79,193	trim
306	Choate Investment Advisors	$450K	6,333	0	no change
307	Intrua Financial, LLC	$446K	6,270	−109	trim
308	Mesirow Financial Investment Management, Inc.	$438K	6,160	0	no change
309	GREAT VALLEY ADVISOR GROUP, INC.	$427K	6,003	+1	add
310	111 Capital	$426K	5,994	+5,994	new
311	Principle Wealth Partners LLC	$424K	5,964	−25	trim
312	Atom Investors LP	$424K	5,961	+5,961	new
313	Chicago Partners Investment Group LLC	$423K	5,587	+5,587	new
314	Sterling Capital Management LLC	$414K	5,824	−3,339	trim
315	STOREBRAND ASSET MANAGEMENT AS	$413K	5,815	—	no prior
316	Glenview Trust Co	$413K	5,807	0	no change
317	Allworth Financial LP	$408K	5,746	+1,916	add
318	ANCHYRA PARTNERS LLC	$406K	5,718	+192	add
319	Wagner Wealth Management, Corp	$405K	5,706	+5,706	new
320	Aptus Capital Advisors, LLC	$398K	5,605	−94	trim
321	MIRABELLA FINANCIAL SERVICES LLP	$393K	5,536	+5,536	new
322	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$393K	5,534	+350	add
323	Stratos Wealth Partners, LTD.	$391K	5,500	−277	trim
324	OMERS ADMINISTRATION Corp	$390K	5,488	0	no change
325	Avior Wealth Management, LLC	$389K	5,469	−510	trim
326	Miller Financial Services LLC	$387K	5,443	−800	trim
327	Orion Porfolio Solutions, LLC	$385K	5,416	+839	add
328	Connor, Clark & Lunn Investment Management Ltd.	$384K	5,409	+5,409	new
329	Empirical Finance, LLC	$380K	5,349	−7	trim
330	NOMURA HOLDINGS INC	$377K	5,305	+2,156	add
331	Total Wealth Planning & Management, Inc.	$377K	5,300	+200	add
332	MACQUARIE GROUP LTD	$363K	5,111	−1,254	trim
333	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$352K	4,956	+7	add
334	New Age Alpha Advisors, LLC	$352K	4,953	+4,953	new
335	Sumitomo Mitsui DS Asset Management Company, Ltd	$342K	4,814	0	no change
336	EVERGREEN CAPITAL MANAGEMENT LLC	$336K	4,724	+310	add
337	FOUNDATIONS INVESTMENT ADVISORS, LLC	$333K	4,690	+4,690	new
338	Caprock Group, LLC	$331K	4,651	+4,651	new
339	OneDigital Investment Advisors LLC	$329K	4,634	+4,634	new
340	JANE STREET GROUP, LLC	$328K	4,614	−44,014	trim
341	Crossmark Global Holdings, Inc.	$323K	4,547	—	no prior
342	Forvis Mazars Wealth Advisors, LLC	$322K	4,537	−5	trim
343	North Dakota State Investment Board	$321K	4,519	−781	trim
344	Gateway Wealth Partners, LLC	$315K	4,428	+4,428	new
345	Steward Partners Investment Advisory, LLC	$311K	4,371	+143	add
346	EXCHANGE TRADED CONCEPTS, LLC	$310K	4,360	+272	add
347	MUFG SECURITIES AMERICAS INC.	$305K	4,286	+113	add
348	Concentric Capital Strategies, LP	$304K	4,280	−118,556	trim
349	MONECO ADVISORS, LLC	$303K	4,264	+28	add
350	Wealthfront Advisers LLC	$302K	4,254	+338	add
351	SECURIAN ASSET MANAGEMENT, INC	$298K	4,195	0	no change
352	VestGen Advisors, LLC	$297K	3,767	+3,767	new
353	Cardinal Point Capital Management ULC	$297K	4,175	−625	trim
354	Squarepoint Ops LLC	$293K	4,117	−11	trim
355	Capital Investment Advisors, LLC	$285K	4,007	+733	add
356	Red Door Wealth Management, LLC	$284K	3,994	−51	trim
357	Larson Financial Group LLC	$283K	3,986	−169	trim
358	BAXTER BROS INC	$278K	3,914	+3,914	new
359	BLAIR WILLIAM & CO/IL	$275K	3,867	−221	trim
360	Mendel Capital Management LLC	$266K	3,738	—	no prior
361	High Net Worth Advisory Group LLC	$264K	3,720	0	no change
362	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$261K	3,673	+3,673	new
363	Sanctuary Advisors, LLC	$257K	3,615	−2,150	trim
364	MONETA GROUP INVESTMENT ADVISORS LLC	$256K	3,599	−6	trim
365	Eurizon Capital SGR S.p.A.	$253K	3,624	+2,297	add
366	BRADLEY FOSTER & SARGENT INC/CT	$251K	3,536	0	no change
367	Innova Wealth Partners	$249K	3,510	+3,510	new
368	D.A. DAVIDSON & CO.	$249K	3,502	−2,125	trim
369	Marex Group Ltd	$249K	3,499	+52	add
370	Arax Advisory Partners	$248K	3,495	+202	add
371	Hilltop Holdings Inc.	$247K	3,476	−5,085	trim
372	Alpha Zero LLC	$246K	3,458	—	no prior
373	SFG Wealth Management, LLC.	$240K	3,371	+3,371	new
374	Savvy Advisors, Inc.	$238K	3,350	+3,350	new
375	Curi Capital, LLC	$234K	3,296	+3,296	new
376	Kingsview Wealth Management, LLC	$234K	3,292	+3,292	new
377	Wealthcare Advisory Partners LLC	$232K	3,266	+488	add
378	Pinnacle Financial Partners, Inc.	$231K	3,248	+3,248	new
379	Sound Financial Strategies Group, LLC	$231K	3,248	+3,248	new
380	Moors & Cabot, Inc.	$231K	3,247	−599	trim
381	Wealth Science Advisors LLC	$229K	3,081	0	no change
382	AFFINITY INVESTMENT ADVISORS, LLC	$228K	3,211	0	no change
383	PATTON FUND MANAGEMENT, INC.	$228K	3,210	0	no change
384	Walser Wealth Management Company, A Ltd Liability Co	$220K	3,090	+3,090	new
385	MAI Capital Management	$218K	3,072	+738	add
386	Gallagher Fiduciary Advisors, LLC	$216K	3,041	+13	add
387	Tower Research Capital LLC (TRC)	$215K	3,030	−4,929	trim
388	Bull Harbor Capital LLC	$215K	3,028	—	no prior
389	CIDEL ASSET MANAGEMENT INC	$215K	3,024	+3,024	new
390	Lido Advisors, LLC	$213K	3,000	+3,000	new
391	KESTRA PRIVATE WEALTH SERVICES, LLC	$213K	2,993	+206	add
392	Equitable Holdings, Inc.	$212K	2,849	+2,849	new
393	VARCOV Co.	$211K	2,970	+2,970	new
394	Laird Norton Wetherby Trust Company, LLC	$211K	2,969	−279	trim
395	Paragon Capital Management Ltd	$210K	2,954	−120	trim
396	Inscription Capital, LLC	$208K	2,925	+14	add
397	Bridgewater Associates, LP	$207K	2,917	+2,917	new
398	Bayforest Capital Ltd	$207K	2,917	+2,917	new
399	Metis Global Partners, LLC	$206K	2,901	−371	trim
400	Summit Financial, LLC	$205K	2,884	+160	add
401	Capital Investment Advisory Services, LLC	$205K	2,881	−573	trim
402	FIDUCIARY TRUST CO	$202K	2,846	+2,846	new
403	Pallas Capital Advisors LLC	$202K	2,837	+2,837	new
404	TEMA ETFS LLC	$197K	2,779	+14	add
405	Wilmington Savings Fund Society, FSB	$188K	2,648	−2,350	trim
406	UMB Bank, n.a.	$165K	2,317	+37	add
407	Center for Financial Planning, Inc.	$164K	2,308	0	no change
408	MATHER GROUP, LLC.	$158K	2,223	+2,223	new
409	JONES FINANCIAL COMPANIES LLLP	$157K	2,213	+2,213	new
410	MEEDER ASSET MANAGEMENT INC	$141K	1,991	+1,873	add
411	Parallax Volatility Advisers, L.P.	$139K	1,828	+1,828	new
412	FARMERS & MERCHANTS INVESTMENTS INC	$127K	1,785	0	no change
413	MCF Advisors LLC	$122K	1,712	—	no prior
414	Annis Gardner Whiting Capital Advisors, LLC	$120K	1,682	−90	trim
415	Siemens Fonds Invest GmbH	$108K	1,524	0	no change
416	Ameritas Advisory Services, LLC	$102K	1,436	+1,436	new
417	Atlantic Union Bankshares Corp	$89.6K	1,261	+4	add
418	TOMPKINS FINANCIAL CORP	$88.5K	1,245	0	no change
419	Deseret Mutual Benefit Administrators	$82.7K	1,164	+594	add
420	Optiver Holding B.V.	$75.7K	1,065	+877	add
421	Rialto Wealth Management, LLC	$73.5K	1,034	+5	add
422	Kennebec Savings Bank	$71.1K	1,000	0	no change
423	Hartford Financial Management Inc.	$71.0K	999	−178	trim
424	ASSETMARK, INC	$62.5K	880	+146	add
425	TRUST CO OF TOLEDO NA /OH/	$62.2K	875	+5	add
426	SIGNATUREFD, LLC	$61.0K	858	+152	add
427	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$60.6K	852	−1,797	trim
428	CALDWELL SUTTER CAPITAL, INC.	$60.4K	849	+191	add
429	SBI Securities Co., Ltd.	$59.3K	834	+38	add
430	TD Waterhouse Canada Inc.	$57.8K	813	+113	add
431	New England Capital Financial Advisors LLC	$54.5K	766	−69	trim
432	WEBSTER BANK, N. A.	$51.6K	726	0	no change
433	Medallion Wealth Advisors, LLC	$51.2K	720	—	no prior
434	Pinnacle Wealth Planning Services, Inc.	$47.0K	661	+89	add
435	ARMSTRONG ADVISORY GROUP, INC	$46.3K	651	0	no change
436	AlphaCore Capital LLC	$41.6K	586	−818	trim
437	First Command Advisory Services, Inc.	$40.9K	575	+575	new
438	Transamerica Financial Advisors, LLC	$39.1K	549	+278	add
439	MONTAG A & ASSOCIATES INC	$39.0K	549	0	no change
440	BEACON INVESTMENT ADVISORY SERVICES, INC.	$36.2K	510	+510	new
441	Beaird Harris Wealth Management, LLC	$36.1K	508	0	no change
442	Jackson, Grant Investment Advisers, Inc.	$35.5K	500	0	no change
443	Millstone Evans Group, LLC	$35.5K	500	0	no change
444	Parkside Financial Bank & Trust	$35.4K	498	+32	add
445	Cromwell Holdings LLC	$33.4K	470	−68	trim
446	Crews Bank & Trust	$32.3K	454	0	no change
447	Fairman Group, LLC	$31.5K	443	0	no change
448	1248 Management, LLC	$30.3K	427	+427	new
449	CYBER HORNET ETFs LLC	$30.3K	426	−19	trim
450	QUADRANT CAPITAL GROUP LLC	$29.5K	415	0	no change
451	Smartleaf Asset Management LLC	$26.9K	399	+22	add
452	True Wealth Design, LLC	$25.9K	365	+241	add
453	TD Capital Management LLC	$25.7K	361	+4	add
454	Vanguard National Trust Co	$24.4K	344	—	no prior
455	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$24.2K	340	+13	add
456	American Capital Advisory, LLC	$23.0K	323	0	no change
457	CVA Family Office, LLC	$21.5K	303	+211	add
458	Cassaday & Co Wealth Management LLC	$20.2K	284	+284	new
459	JNBA Financial Advisors	$19.5K	274	0	no change
460	Key Capital Management, INC	$19.3K	272	+202	add
461	MTM Investment Management, LLC	$18.7K	263	+3	add
462	JFS WEALTH ADVISORS, LLC	$16.9K	238	+9	add
463	GHP Investment Advisors, Inc.	$14.3K	202	0	no change
464	SALEM INVESTMENT COUNSELORS INC	$14.2K	200	+200	new
465	Blue Trust, Inc.	$14.2K	200	−47	trim
466	Hilltop National Bank	$14.2K	200	0	no change
467	CENTRAL TRUST Co	$13.6K	192	0	no change
468	Private Wealth Management Group, LLC	$11.7K	165	0	no change
469	Clearstead Trust, LLC	$11.7K	164	0	no change
470	Basecamp Wealth Advisors LLC	$10.7K	151	—	no prior
471	Quarry LP	$10.7K	150	−707	trim
472	ELEVATION WEALTH PARTNERS, LLC	$9.5K	134	+134	new
473	EVERMAY WEALTH MANAGEMENT LLC	$9.0K	126	0	no change
474	ALGERT GLOBAL LLC	$8.9K	125,590	+125,590	new
475	Sachetta, LLC	$8.5K	119	+94	add
476	Reyes Financial Architecture, Inc.	$8.3K	117	0	no change
477	South Dakota Investment Council	$8.0K	113,214	0	no change
478	Physician Wealth Advisors, Inc.	$6.7K	94	+22	add
479	Murphy & Mullick Capital Management Corp	$6.6K	93	+93	new
480	SJS Investment Consulting Inc.	$6.5K	92	+81	add
481	Arlington Trust Co LLC	$6.5K	92	+92	new
482	VISION FINANCIAL MARKETS LLC	$6.2K	87	0	no change
483	Caldwell Trust Co	$6.0K	85	0	no change
484	Founders Capital Management	$5.9K	83	0	no change
485	CHAPMAN FINANCIAL GROUP, LLC	$5.7K	80	−300	trim
486	Signature Equity Partners, LLC	$5.5K	78	+78	new
487	WPG Advisers, LLC	$4.9K	69	0	no change
488	Treasurer of the State of North Carolina	$4.7K	66,168	+1,409	add
489	CANADA LIFE ASSURANCE Co	$4.3K	60,919	+418	add
490	MCGUIRE CAPITAL ADVISORS INC	$4.3K	61	0	no change
491	FINANCIAL CONSULATE, INC	$4.3K	60	+23	add
492	POM Investment Strategies, LLC	$4.1K	58	0	no change
493	Grove Bank & Trust	$4.0K	56	−125	trim
494	Olstein Capital Management, L.P.	$3.9K	55,000	−22,000	trim
495	Pacifica Partners Inc.	$3.8K	54	0	no change
496	Activest Wealth Management	$3.7K	52	+50	add
497	Kilter Group LLC	$3.5K	49	+39	add
498	E Fund Management (Hong Kong) Co., Ltd.	$3.4K	48	0	no change
499	Westfuller Advisors, LLC	$3.3K	47	−5	trim
500	Abound Wealth Management	$2.8K	40	0	no change

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $33.3M held
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
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+200,548 sh
2026-05-15	Bridgewater Associates 13F	new	+2,917 sh
2026-05-15	Moore Capital Management 13F	exit	−66,529 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed SWK — the congressional view ↗