Skip to main content

Southwest Gas Holdings, Inc.

SWX
Exchange
NYSE
Industry
Natural Gas Transmisison & Distribution
SEC CIK
0001692115

No open-market purchases or sales by Southwest Gas Holdings, Inc. insiders were filed in the last 90 days; 411 institutions reported holding it in 13F filings for Q2 2026, worth $5.98B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in Southwest Gas Holdings, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
263
−5 vs. Q2 2021
Shares held
52.7M
+3.22M (+6.5%) vs. Q2 2021
Total value
$3.53B
+$252.0M (+7.7%) vs. Q2 2021
New holders
27
95 more added
Sold out
32
89 more reduced

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SWX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 263 institutions
Q1 2021: 283 institutionsQ2 2021: 273 institutionsQ3 2021: 263 institutionsQ4 2021: 280 institutionsQ1 2022: 310 institutionsQ2 2022: 296 institutionsQ3 2022: 287 institutionsQ4 2022: 297 institutionsQ1 2023: 280 institutionsQ2 2023: 273 institutionsQ3 2023: 280 institutionsQ4 2023: 280 institutionsQ1 2024: 286 institutionsQ2 2024: 285 institutionsQ3 2024: 297 institutionsQ4 2024: 309 institutionsQ1 2025: 347 institutionsQ2 2025: 328 institutionsQ3 2025: 334 institutionsQ4 2025: 353 institutionsQ1 2026: 398 institutionsQ2 2026: 411 institutions
Value heldQ3 2021: $3.53B
Q1 2021: $3.37BQ2 2021: $3.28BQ3 2021: $3.53BQ4 2021: $3.62BQ1 2022: $4.60BQ2 2022: $5.16BQ3 2022: $4.14BQ4 2022: $3.69BQ1 2023: $4.09BQ2 2023: $4.20BQ3 2023: $3.95BQ4 2023: $4.20BQ1 2024: $5.07BQ2 2024: $4.68BQ3 2024: $4.81BQ4 2024: $4.63BQ1 2025: $4.65BQ2 2025: $4.98BQ3 2025: $5.17BQ4 2025: $5.33BQ1 2026: $5.66BQ2 2026: $5.98B
Institutions holding SWX and their total value by quarter
QuarterHoldersValue
Q2 2026411$5.98B
Q1 2026398$5.66B
Q4 2025353$5.33B
Q3 2025334$5.17B
Q2 2025328$4.98B
Q1 2025347$4.65B
Q4 2024309$4.63B
Q3 2024297$4.81B
Q2 2024285$4.68B
Q1 2024286$5.07B
Q4 2023280$4.20B
Q3 2023280$3.95B
Q2 2023273$4.20B
Q1 2023280$4.09B
Q4 2022297$3.69B
Q3 2022287$4.14B
Q2 2022296$5.16B
Q1 2022310$4.60B
Q4 2021280$3.62B
Q3 2021263$3.53B
Q2 2021273$3.28B
Q1 2021283$3.37B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q2 2021.

Institutions holding SWX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc3,086$206.0K0.07%−55−1.8%Reduced
6 Meridian3,016$202.0K0.02%+3,016New
The PNC Financial Services Group, Inc.2,982$199.0K0.00%+115+4.0%Added
Ellevest, Inc.2,708$181.0K0.02%+1,213+81.1%Added
American Portfolios Advisors2,386$159.6K0.01%00.0%Unchanged
Geneos Wealth Management Inc.2,177$147.0K0.01%+2+0.1%Added
Belpointe Asset Management LLC2,100$140.0K0.01%+15+0.7%Added
Proequities, Inc.1,968$132.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc1,900$127.0K0.01%00.0%Unchanged
Ci Investments Inc.1,489$100.0K0.00%+96+6.9%Added
Captrust Financial Advisors1,468$98.0K0.00%+28+1.9%Added
Parallel Advisors, LLC1,272$85.0K0.00%+317+33.2%Added
Signaturefd, LLC1,063$71.0K0.00%+101+10.5%Added
Whittier Trust Co of Nevada Inc900$60.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC800$54.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust710$47.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.668$45.0K0.01%+305+84.0%Added
Meeder Asset Management Inc665$44.0K0.00%+190+40.0%Added
Evermay Wealth Management LLC533$36.0K0.01%00.0%Unchanged
JJJ Advisors Inc.403$27.0K0.01%+29+7.8%Added
South State Corp.406$27.0K0.00%+406New
Private Capital Group, LLC392$26.0K0.01%+88+28.9%Added
Gerber Kawasaki Wealth & Investment Management397$26.0K0.00%+397New
NEXT Financial Group, Inc292$20.0K0.00%−70−19.3%Reduced
Huntington National Bank297$20.0K0.00%+13+4.6%Added
Acadian Asset Management LLC253$16.0K0.00%−5,824−95.8%Reduced
Benjamin F. Edwards & Company, Inc.240$16.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC246$16.0K0.00%00.0%Unchanged
Key Financial Inc214$14.0K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.190$13.0K0.00%00.0%Unchanged
Allworth Financial LP201$13.0K0.00%00.0%Unchanged
IFP Advisors, Inc200$13.0K0.00%00.0%Unchanged
BBVA USA174$12.0K0.00%−283−61.9%Reduced
Sageworth Trust Co160$11.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC157$11.0K0.00%00.0%Unchanged
Delta Asset Management LLC150$10.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC149$10.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.152$10.0K0.00%+120+375.0%Added
Fifth Third Bancorp131$9.00K0.00%+57+77.0%Added
Lindbrook Capital, LLC118$8.00K0.00%−41−25.8%Reduced
O'Dell Group, LLC125$8.00K0.00%+125New
Bell Investment Advisors, Inc120$8.00K0.00%+120New
Stonebridge Capital Advisors LLC104$7.00K0.00%−100−49.0%Reduced
North Star Investment Management Corp.100$7.00K0.00%00.0%Unchanged
Trust Co100$7.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC105$7.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.98$6.00K0.00%−6−5.8%Reduced
Salem Investment Counselors Inc95$6.00K0.00%+95New
Smithfield Trust Co60$4.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.58$4.00K0.00%00.0%Unchanged
Burleson & Company, LLC47$3.00K0.00%00.0%Unchanged
Howe & Rusling Inc38$3.00K0.00%+11+40.7%Added
PFG Private Wealth Management, LLC41$3.00K0.00%+41New
Glassman Wealth Services33$2.00K0.00%−11−25.0%Reduced
Asset Dedication, LLC36$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC25$2.00K0.00%−12−32.4%Reduced
FourThought Financial, LLC33$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC41$2.00K0.00%+16+64.0%Added
Berman Capital Advisors, LLC31$2.00K0.00%+31New
TD Private Client Wealth LLC15$1.00K0.00%00.0%Unchanged
Washington Trust Co21$1.00K0.00%+6+40.0%Added
Raffa Wealth Management, LLC4$2680.00%00.0%Unchanged
Eaton Vance Management522$00.00%−126−19.4%Reduced
Renaissance Technologies LLC0$00.00%−177,500−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−59,912−100.0%Sold out
Coann Capital LLC0$00.00%−57,330−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−38,604−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−33,392−100.0%Sold out
Duality Advisers, LP0$00.00%−30,465−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−28,600−100.0%Sold out
Aventail Capital Group, LP0$00.00%−20,000−100.0%Sold out
Autonomy Capital (Jersey) L.P.0$00.00%−19,666−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−17,082−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−16,893−100.0%Sold out
Two Sigma Investments, LP0$00.00%−13,533−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−11,200−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−10,492−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−9,671−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−8,649−100.0%Sold out
Trexquant Investment LP0$00.00%−8,166−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,954−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−6,602−100.0%Sold out
Verition Fund Management LLC0$00.00%−4,630−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,533−100.0%Sold out
Cim Investment Mangement Inc0$00.00%−4,417−100.0%Sold out
Engineers Gate Manager LP0$00.00%−4,300−100.0%Sold out
Stockman Wealth Management, Inc.0$00.00%−3,725−100.0%Sold out
Optas, LLC0$00.00%−3,469−100.0%Sold out
Balasa Dinverno & Foltz LLC0$00.00%−3,437−100.0%Sold out
H&H Retirement Design & Management INC0$00.00%−2,878−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−2,378−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,019−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−359−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−167−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−33−100.0%Sold out
QS Investors, LLC––––Not filed
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed
First Horizon Corp––––Not filed
Castleview Partners, LLC––––Not filed