Latest Period
Q4 2025
Security Snapshot
XWELL, Inc. - Common Stock, par value $0.01 per share (XWEL) Institutional Ownership
CUSIP: 98420U802
13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025
Institutions Reporting
18
Shares (Excl. Options)
325,069
Price
$0.47
- Type / Class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- XWEL on Nasdaq
- Shares outstanding
- 6,070,140
- Price per share
- $1.52
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 325,069
- Total reported value
- $150,906
- % of total 13F portfolios
- 0%
- Share change
- +58,917
- Value change
- +$27,416
- Number of holders
- 18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- XWEL - XWELL, Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 98420U802.
- 18 institutions reported positions in Q4 2025.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 16 to 18 between Q3 2025 and Q4 2025.
- Reported value moved from $261,870 to $150,906.
Why This Matters
- 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.
Official SEC Source
Backed by Form 13F
Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.
See Original FilingInvestment Quick Answers
What is CUSIP 98420U802?
CUSIP 98420U802 identifies XWEL - XWELL, Inc. - Common Stock, par value $0.01 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Continue Investment Research
- Latest 13F filings for new institutional portfolio disclosures.
- Latest Schedule 13D/13G reports for activist and beneficial ownership updates.
- Latest 10-Q/10-K reports to cross-check issuer fundamentals.
- Recent insider transactions for management buying/selling context.
- SEC investors directory and top value investors for manager-level discovery.
- All institutional ownership pages to compare adjacent CUSIP pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98420U802:
Significant Owners of XWELL, Inc. - Common Stock, par value $0.01 per share (XWEL) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| 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 31 Dec 2025, 18 institutional investors reported holding 325,069 shares of XWELL, Inc. - Common Stock, par value $0.01 per share (XWEL). This represents 5.4% of the company’s total 6,070,140 outstanding shares.
Institutional Holders of XWELL, Inc. - Common Stock, par value $0.01 per share (XWEL) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |