Who Owns SWIFT ENERGY CO (SFY)? -- Institutional Holders (2026-03-31)
63 institutions reported holding $275.3M of SWIFT ENERGY CO (SFY) in SEC 13F filings for 2026-03-31. Largest institutional holders: SOFI WEALTH, LLC ($219.0M), MUSTICO FINANCIAL GROUP, INC. ($9.2M), GOLDMAN SACHS GROUP INC ($8.7M), Advisors Capital Management, LLC ($7.2M), CITADEL ADVISORS LLC ($4.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SOFI WEALTH, LLC | $219.0M | 1.8M | Added |
| 2 | MUSTICO FINANCIAL GROUP, INC. | $9.2M | 12,893 | Trimmed |
| 3 | GOLDMAN SACHS GROUP INC | $8.7M | 69,949 | New |
| 4 | Advisors Capital Management, LLC | $7.2M | 57,802 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $4.7M | 37,892 | Added |
| 6 | LPL Financial LLC | $4.6M | 36,642 | Trimmed |
| 7 | Nova Wealth Management, Inc. | $2.5M | 20,156 | Added |
| 8 | Teamwork Financial Advisors, LLC | $2.3M | 18,645 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 15,040 | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 12,908 | Added |
| 11 | WEDBUSH SECURITIES INC | $1.5M | 12,411 | Added |
| 12 | Centric Wealth Management | $1.3M | 8,988 | Trimmed |
| 13 | Royal Bank of Canada | $1.1M | 8,663 | Added |
| 14 | Concurrent Investment Advisors, LLC | $1.0M | 8,155 | Added |
| 15 | GTS SECURITIES LLC | $991,196 | 7,941 | Trimmed |
| 16 | Bawa N Mallick Trust | $826,308 | 6,620 | Hold |
| 17 | ZEGA Investments, LLC | $800,970 | 6,417 | New |
| 18 | Pathway Financial Advisers, LLC | $773,113 | 6,194 | Added |
| 19 | Joel Isaacson & Co., LLC | $519,875 | 4,165 | Hold |
| 20 | FMR LLC | $500,394 | 4,009 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $475,439 | 3,809 | Added |
| 22 | Tower Research Capital LLC (TRC) | $462,957 | 3,709 | New |
| 23 | Cetera Investment Advisers | $405,186 | 3,246 | Added |
| 24 | CAHABA WEALTH MANAGEMENT, INC. | $362,398 | 2,903 | Added |
| 25 | HRT FINANCIAL LP | $324,000 | 2,599 | New |
Source: SEC Form 13F filings · as of 2026-03-31