Institutional Ownership Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD). We have compiled data on the 606 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,412
shares
|
$43,005
0.0% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,316
shares
|
$41,294
0.0% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
2,253
shares
|
$40,170
0.02% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
2,139
shares
|
$38,138
0.04% of portfolio
|
Q2 2025
Reduced 18.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2,133
shares
|
$38,031
0.01% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,103
shares
|
$37,496
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,101
shares
|
$37,460
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,035
shares
|
$36,284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$35,660
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,000
shares
|
$35,660
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,706
shares
|
$30,417
0.0% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,671
shares
|
$29,793
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,650
shares
|
$29,419
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,610
shares
|
$28,706
0.0% of portfolio
|
Q3 2025
Added 28.8%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,600
shares
|
$28,527
0.0% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$26,744
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$26,744
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,449
shares
|
$25,835
0.0% of portfolio
|
Q4 2025
Added 106.12%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,408
shares
|
$25,104
0.02% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,220
shares
|
$21,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,213
shares
|
$21,627
0.0% of portfolio
|
Q3 2025
Reduced 83.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,200
shares
|
$21,395
0.0% of portfolio
|
Q3 2021
Added 20.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$21,395
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,146
shares
|
$20,433
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
1,142
shares
|
$20,361
0.01% of portfolio
|
Q2 2025
Added 604.94%
|
|