XwellXWEL
13F holders, Q4 2024 (December 31)16holders −1
3new positions
5sold out
$1.51avg. 13F price*
At the end of Q4 2024, 16 institutions reported holding Xwell Inc. (XWEL) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($125K), Morgan Stanley ($121K) and Vanguard Group Inc. ($116K).
- Company
- Xwell Inc.
- CUSIP
- 98420U802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $67 |
| Exits | 5 | $52K |
All 13F filers, Q3 2024 → Q4 2024: 3,082 shares bought and 83,731 shares sold, net −80,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| BlackRock, Inc. | 0.00% | No change | 82,693 | $125K |
| Morgan Stanley | 0.00% | Reduce -40.2% | 80,065 | $121K |
| Vanguard Group Inc. | 0.00% | No change | 77,073 | $116K |
| Geode Capital Management, LLC | 0.00% | Add +0.0% | 53,564 | $80K |
| State Street Corp. | 0.00% | No change | 16,144 | $24K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,350 | $16K |
| UBS Group AG | 0.00% | Add +177.4% | 3,412 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +36.0% | 3,219 | $5K |
| Group One Trading LLC | 0.00% | No change | 239 | $358 |
| Bank of America Corp. | 0.00% | Reduce -47.1% | 55 | $83 |
| Activest Wealth Management | 0.00% | No change | 50 | $76 |
| Osaic Holdings, Inc. | 0.00% | New | 26 | $39 |
| JPMorgan Chase & Co. | 0.00% | New | 15 | $23 |
| SBI Securities Co., Ltd. | 0.00% | — | 15 | $23 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3 | $5 |
| Royal Bank of Canada | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is XWEL's weight in each manager's 13F, not the share of Xwell Inc. the manager owns.