Southwest Gas Holdings, Inc.
SWX- Exchange
- NYSE
- Industry
- Natural Gas Transmisison & Distribution
- SEC CIK
- 0001692115
In the last 90 days, Southwest Gas Holdings, Inc. insiders filed 0 open-market purchases and 1 sale; 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, Q1 2023
Institutional positions in Southwest Gas Holdings, Inc. as of Mar 31, 2023. 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
- 280
- −10 vs. Q4 2022
- Shares held
- 65.5M
- +6.24M (+10.5%) vs. Q4 2022
- Total value
- $4.09B
- +$420.5M (+11.5%) vs. Q4 2022
- New holders
- 33
- 128 more added
- Sold out
- 43
- 81 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 411 | $5.98B |
| Q1 2026 | 398 | $5.66B |
| Q4 2025 | 353 | $5.33B |
| Q3 2025 | 334 | $5.17B |
| Q2 2025 | 328 | $4.98B |
| Q1 2025 | 347 | $4.65B |
| Q4 2024 | 309 | $4.63B |
| Q3 2024 | 297 | $4.81B |
| Q2 2024 | 285 | $4.68B |
| Q1 2024 | 286 | $5.07B |
| Q4 2023 | 280 | $4.20B |
| Q3 2023 | 280 | $3.95B |
| Q2 2023 | 273 | $4.20B |
| Q1 2023 | 280 | $4.09B |
| Q4 2022 | 297 | $3.69B |
| Q3 2022 | 287 | $4.14B |
| Q2 2022 | 296 | $5.16B |
| Q1 2022 | 310 | $4.60B |
| Q4 2021 | 280 | $3.62B |
| Q3 2021 | 263 | $3.53B |
| Q2 2021 | 273 | $3.28B |
| Q1 2021 | 283 | $3.37B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 3,390 | $211.7K | 0.00% | −11,542−77.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,375 | $210.8K | 0.14% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,306 | $206.5K | 0.03% | +3,306 | New |
| First Republic Investment Management, Inc. | 3,255 | $203.3K | 0.00% | +14+0.4% | Added |
| Shelton Capital Management | 3,218 | $201.0K | 0.01% | +3,218 | New |
| Aigen Investment Management, LP | 3,213 | $200.7K | 0.03% | +3,213 | New |
| Farmers & Merchants Investments Inc | 3,189 | $199.2K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,086 | $193.0K | 0.01% | −11−0.4% | Reduced |
| Sound Income Strategies, LLC | 3,000 | $187.3K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 2,703 | $168.8K | 0.00% | +420+18.4% | Added |
| Proequities, Inc. | 2,554 | $159.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,483 | $155.1K | 0.00% | −424−14.6% | Reduced |
| Belpointe Asset Management LLC | 2,407 | $150.3K | 0.01% | +24+1.0% | Added |
| CWM, LLC | 2,155 | $135.0K | 0.00% | +232+12.1% | Added |
| Ci Investments Inc. | 2,151 | $134.0K | 0.00% | +17+0.8% | Added |
| Versant Capital Management, Inc | 1,980 | $123.7K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,911 | $119.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,912 | $119.0K | 0.00% | −6,456−77.2% | Reduced |
| Ellevest, Inc. | 1,789 | $111.7K | 0.01% | +22+1.2% | Added |
| Covestor Ltd | 1,708 | $107.0K | 0.09% | +1,089+175.9% | Added |
| Global Retirement Partners, LLC | 1,891 | $104.3K | 0.01% | +1,853+4,876.3% | Added |
| Signaturefd, LLC | 1,630 | $101.8K | 0.00% | +245+17.7% | Added |
| Assetmark, Inc | 1,557 | $97.2K | 0.00% | +309+24.8% | Added |
| Ronald Blue Trust, Inc. | 1,079 | $66.0K | 0.00% | +201+22.9% | Added |
| GWM Advisors LLC | 1,008 | $62.9K | 0.00% | +680+207.3% | Added |
| Trifecta Capital Advisors, LLC | 1,000 | $62.5K | 0.02% | +1,000 | New |
| Nomura Asset Management Co Ltd | 720 | $45.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 718 | $44.9K | 0.00% | −285−28.4% | Reduced |
| Geneos Wealth Management Inc. | 718 | $44.8K | 0.00% | +2+0.3% | Added |
| Quadrant Capital Group LLC | 693 | $43.3K | 0.00% | +90+14.9% | Added |
| Simplex Trading, LLC | 673 | $42.0K | 0.00% | +174+34.9% | Added |
| IFP Advisors, Inc | 519 | $39.6K | 0.00% | −958−64.9% | Reduced |
| PFG Private Wealth Management, LLC | 567 | $35.4K | 0.02% | −2,511−81.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 546 | $34.1K | 0.00% | −330−37.7% | Reduced |
| International Assets Investment Management, LLC | 540 | $33.7K | 0.00% | +540 | New |
| Evermay Wealth Management LLC | 533 | $33.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $31.2K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 500 | $31.2K | 0.01% | +500 | New |
| Parkside Financial Bank & Trust | 409 | $25.5K | 0.01% | −75−15.5% | Reduced |
| South State Corp. | 406 | $25.4K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 350 | $22.0K | 0.00% | +2+0.6% | Added |
| Lindbrook Capital, LLC | 311 | $19.4K | 0.00% | +156+100.6% | Added |
| Byrne Asset Management LLC | 310 | $19.0K | 0.01% | −246−44.2% | Reduced |
| Advisory Services Network, LLC | 304 | $19.0K | 0.00% | +14+4.8% | Added |
| TCI Wealth Advisors, Inc. | 301 | $18.8K | 0.00% | −179−37.3% | Reduced |
| Allworth Financial LP | 233 | $14.6K | 0.00% | +16+7.4% | Added |
| Huntington National Bank | 226 | $14.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 214 | $13.4K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $12.5K | 0.01% | −185−48.1% | Reduced |
| Umb Bank N A | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $10.2K | 0.00% | +56+51.9% | Added |
| Spire Wealth Management | 155 | $9.68K | 0.00% | −145−48.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 153 | $9.55K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 152 | $9.49K | 0.00% | −39−20.4% | Reduced |
| JJJ Advisors Inc. | 160 | $9.44K | 0.00% | −49−23.4% | Reduced |
| North Star Investment Management Corp. | 150 | $9.37K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 104 | $6.47K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.25K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 95 | $5.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $5.87K | 0.00% | −35−27.1% | Reduced |
| Private Trust Co NA | 73 | $4.56K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 62 | $3.85K | 0.00% | +2+3.3% | Added |
| National Bank of Canada | 50 | $3.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $2.00K | 0.00% | +38 | New |
| Hexagon Capital Partners LLC | 29 | $1.81K | 0.00% | +29 | New |
| Manchester Capital Management LLC | 28 | $1.75K | 0.00% | +6+27.3% | Added |
| JFS Wealth Advisors, LLC | 27 | $1.69K | 0.00% | +4+17.4% | Added |
| Schubert & Co | 21 | $1.31K | 0.00% | +3+16.7% | Added |
| Ameritas Advisory Services, LLC | 20 | $1.15K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 18 | $1.12K | 0.00% | +18 | New |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $1.00K | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 16 | $999 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 16 | $999 | 0.00% | +1+6.7% | Added |
| SJS Investment Consulting Inc. | 10 | $625 | 0.00% | −1−9.1% | Reduced |
| Disciplined Investments, LLC | 9 | $562 | 0.00% | −1−10.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 9 | $562 | 0.00% | +9 | New |
| Glassman Wealth Services | 3 | $187 | 0.00% | −1−25.0% | Reduced |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Amundi | 0 | $0 | 0.00% | −123,080−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −76,836−100.0% | Sold out |
| JCP Investment Management, LLC | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −49,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,143−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −20,858−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −19,846−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −17,565−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −16,282−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,542−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,402−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −7,294−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −7,243−100.0% | Sold out |
| Innovis Asset Management LLC | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −4,722−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −4,722−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |