XwellXWEL

13F holders, Q3 2024 (September 30)
17holders +4
4new positions
0sold out
$1.73avg. 13F price*

At the end of Q3 2024, 17 institutions reported holding Xwell Inc. (XWEL) in their 13F filings, up 4 from Q2 2024. 4 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($232K), BlackRock, Inc. ($143K) and Vanguard Group Inc. ($133K).

Company
Xwell Inc.
CUSIP
98420U802
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 17Q1 2024Q2 2024: 13Q2 2024Q3 2024: 17Q3 2024Q4 2024: 16Q4 2024Q1 2025: 17Q1 2025Q2 2025: 15Q2 2025Q3 2025: 17Q3 2025Q4 2025: 19Q4 2025Q1 2026: 18Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$18K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 148,933 shares bought and 11,466 shares sold, net +137,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Morgan Stanley 0.00% Add +5634.2% 133,893 $232K
BlackRock, Inc. 0.00% — 82,693 $143K
Vanguard Group Inc. 0.00% No change 77,073 $133K
Geode Capital Management, LLC 0.00% Add +15.5% 53,560 $93K
Susquehanna International Group, LLP 0.00% Reduce -3.5% 19,710 $34K
State Street Corp. 0.00% No change 16,144 $28K
Integrated Wealth Concepts LLC 0.00% No change 10,350 $18K
Two Sigma Securities, LLC 0.00% New 10,114 $17K
Tower Research Capital LLC (TRC) 0.00% Reduce -47.3% 2,367 $4K
UBS Group AG 0.00% Reduce -87.4% 1,230 $2K
Group One Trading LLC 0.00% No change 239 $413
Bank of America Corp. 0.00% Add +126.1% 104 $180
Activest Wealth Management 0.00% No change 50 $87
Winch Advisory Services, LLC 0.00% New 25 $43
FMR LLC 0.00% New 3 $5
Royal Bank of Canada 0.00% Reduce -98.6% 1 $0
Cwm, LLC 0.00% New 2 $0

"% of holder's portfolio" is XWEL's weight in each manager's 13F, not the share of Xwell Inc. the manager owns.