MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q3 2025

Type / Class
Equity / SWP GROWTH & INC
Symbol
SWP
Price per share
$27.96
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,758,816
Total reported value
$120,668,311
% of total 13F portfolios
0%
Share change
+799,869
Value change
+$11,093,828
Number of holders
7
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 7 institutional investors reported holding 4,758,816 shares of MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP).

Institutional Holders of MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 4,758,816 $120,668,311 +$11,093,828 $27.68 7
2025 Q2 3,958,947 $103,170,162 +$2,395,033 $26.06 4
2025 Q1 28,849 $705,069 +$614,837 $24.44 4
2024 Q4 3,232,536 $85,657,292 +$551,721 $25.17 3
2024 Q3 3,211,946 $80,685,047 +$80,685,047 $25.12 2