HolderBook

STANLEY BLACK & DECKER INC (SWK)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

37
Reporting holders
$156.2M
Reported value
0.2%
Calls
0.3%
Puts
-741
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONFLUENCE INVESTMENT MANAGEMENT LLC$115.4M1,302,4991.93%2q-3.4%-$4.1M
Sound Income Strategies, LLC$11.2M125,2980.50%14q+0.9%+$98.4K
Douglas Lane & Associates, LLC$10.7M120,6860.14%32q+0.9%+$100.2K
Insight Wealth Strategies, LLC$7.4M83,3990.73%5q-1.1%-$79.9K
GAMMA Investing LLC$1.1M12,5180.04%12q+8.4%+$85.8K
Investors Research Corp$1.1M12,0710.19%18q-4.1%-$45.8K
CenterStar Asset Management, LLC$1.0M2,7980.24%2qHELD
Allen Mooney & Barnes Investment Advisors LLC$891.4K10,0620.13%19q-9.7%-$96.0K
Ridgewood Investments LLC$867.8K9,7960.32%7q-13.4%-$134.1K
Applied Capital LLC/FL$847.8K9,5700.34%16qHELD
Castleview Partners, LLC$835.3K9,4280.37%16q+10.7%+$80.8K
ROCKLAND TRUST CO$794.7K8,9700.03%14q+2.7%+$21.2K
Farther Finance Advisors, LLC$662.6K7,4800.00%16q-0.8%-$5.0K
BENEDICT FINANCIAL ADVISORS INC$445.5K5,0290.09%32q+2.1%+$9.2K
City Center Advisors, LLC$334.3K3,7740.26%2q-28.3%-$131.6K
Martin Capital Partners, LLC$306.1K3,4550.11%6q-1.0%-$3.0K
Wealth Science Advisors LLC$301.8K3,4070.13%4q-3.1%-$9.6K
Versant Capital Management, Inc$282.2K3,1860.02%32q+229.1%+$196.5K
EASTERN BANK$281.9K3,1820.00%9q-93.4%-$4.0M
ANB BANK$281.3K3,1750.10%newNEW
Paragon Capital Management Ltd$261.4K2,9510.05%6qHELD
MOODY NATIONAL BANK TRUST DIVISION$257.4K2,9060.02%2qHELD
Wedmont Private Capital$239.7K2,6880.01%newNEW
Roxbury Financial LLC$123.2K1,3900.09%6q+0.7%
TOMPKINS FINANCIAL CORP$110.3K1,2450.01%7qHELD
MassMutual Private Wealth & Trust, FSB$59.4K6710.00%32q+2.6%+$1.5K
ARMSTRONG ADVISORY GROUP, INC$57.7K6510.00%9qHELD
ELEVATION WEALTH PARTNERS, LLC$49.3K5560.01%3q+337.8%+$38.0K
GoalVest Advisory LLC$48.5K5470.01%4q+54.5%+$17.1K
CoreCap Advisors, LLC$21.1K2370.00%9q+0.9%
GK Wealth Management LLC$11.9K1350.01%newNEW
Bullock Wealth Management Group$5.8K650.00%newNEW
Grove Bank & Trust$5.0K560.00%9qHELD
Pacifica Partners Inc.$4.8K540.00%8qHELD
Planning Strategies Inc.$1.9K210.00%2q+10.5%
Retirement Wealth Solutions LLC$70980.00%newNEW
CX Institutional$2612,9510.01%7qHELD
Davis Capital Management$17720.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-07Greulach ScotChief Accounting OfficerSold1,015$105.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202637$156.2M1,753,966613100.5%
Q2 2026778$16.0B161,424,7611262832235.4%
Q1 2026725$11.4B149,431,355922601816.6%
Q4 2025724$11.4B142,478,003752192637.5%
Q3 2025708$11.3B142,688,975872332336.1%
Q2 2025707$10.3B145,831,765922452434.1%
Q1 2025752$11.7B148,155,860722412582.5%
Q4 2024772$11.6B140,025,080792452642.7%
Q3 2024811$15.4B135,458,6931492202683.0%
Q2 2024729$11.3B136,764,249602572563.1%
Q1 2024787$14.5B145,057,411562352752.2%
Q4 2023824$14.0B138,613,436962292812.7%
Q3 2023746$11.5B134,960,971812222392.2%
Q2 2023737$13.4B139,971,626792412432.3%
Q1 2023717$11.4B138,703,788762572262.4%
Q4 2022734$10.7B139,314,654832472712.2%
Q3 2022740$10.2B131,733,773662542882.4%
Q2 2022821$13.9B129,325,069812992842.2%
Q1 2022887$19.3B135,319,562973102732.1%
Q4 2021935$27.0B142,110,009843062761.3%
Q3 2021891$24.8B139,942,542663242741.2%
Q2 2021928$29.0B139,889,717983282511.1%
Q1 2021893$29.1B142,640,5441002742932.3%
Q4 2020869$26.5B143,708,1741162672503.0%
Q3 2020770$23.5B141,813,511722342522.3%
Q2 2020763$20.6B143,079,8681162202613.2%
Q1 2020721$14.1B136,145,345682282733.7%
Q4 2019803$23.2B136,963,359642442372.3%
Q3 2019737$19.4B130,848,534522602152.4%
Q2 2019729$19.6B131,328,890712222343.1%
Q1 2019722$18.5B132,656,886662332292.6%
Q4 2018720$16.8B136,078,359811192.9%