Latest Period
Q2 2026
Security Snapshot
XWELL, Inc. - Common Stock, $0.01 par value (XWEL) Institutional Ownership
CUSIP: 98420U802
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026
Institutions Reporting
20
Shares (Excl. Options)
552,879
Price
$1.04
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock, $0.01 par value
- Symbol
- XWEL on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 552,879
- Total 13F value
- $575,013
- Portfolio coverage rank
- 0%
- Share change
- +176,390
- Value change
- +$182,111
- Number of holders
- 20
- Shares outstanding
- 8,489,891
- SEC-reported price per share
- $1.06
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XWEL - XWELL, Inc. - Common Stock, $0.01 par value is tracked under CUSIP 98420U802.
- 20 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 17 to 20 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $432,980 to $575,013.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 20 institutions filings for Q2 2026.
Security key
98420U802
Latest holder period
Q2 2026
13F holders
20
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
XWEL full holder history
XWELL, Inc. SEC filings
XWELL, Inc. company facts
XWELL, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98420U802:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
XWEL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bernstein Bruce | 6.9% | $602,556 | 602,556 | Bruce Bernstein | 15 Nov 2025 | |||
| Iroquois Capital Management, LLC | 5.5% | +7.2% | $466,944 | +$32,977 | 466,944 | +7.6% | Richard Abbe | 30 Jun 2026 |
| McCabe James Joseph III | 5.5% | $149,930 | 319,000 | McCabe James Joseph III | 24 Feb 2026 | |||
| American Ventures LLC, Series XXIV XWELL | 5% | $411,944 | 302,900 | American Ventures LLC, Series XXIV XWELL | 18 Mar 2026 |
As of 30 Jun 2026, 20 institutional investors reported holding 552,879 shares of XWELL, Inc. - Common Stock, $0.01 par value (XWEL). This represents 6.5% of the company’s total 8,489,891 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q2 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 552,879 | $575,013 | +$182,111 | $1.04 | 20 |
| 2026 Q1 | 376,489 | $432,980 | +$112,211 | $1.15 | 17 |
| 2025 Q4 | 325,069 | $150,906 | +$27,416 | $0.47 | 18 |
| 2025 Q3 | 266,152 | $261,870 | +$3,859 | $1.00 | 16 |
| 2025 Q2 | 262,214 | $246,321 | -$7,033 | $0.93 | 14 |
| 2025 Q1 | 269,483 | $274,886 | -$58,598 | $1.02 | 16 |
| 2024 Q4 | 326,923 | $492,213 | -$128,342 | $1.51 | 15 |
| 2024 Q3 | 407,555 | $705,096 | +$237,939 | $1.73 | 15 |
| 2024 Q2 | 270,019 | $486,061 | -$52,249 | $1.80 | 12 |
| 2024 Q1 | 299,047 | $506,162 | -$105,334 | $1.69 | 16 |
| 2023 Q4 | 361,121 | $626,946 | -$82,440 | $1.74 | 15 |
| 2023 Q3 | 408,354 | $918,834 | +$918,834 | $2.25 | 15 |