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, Q2 2023
Institutional positions in Southwest Gas Holdings, Inc. as of Jun 30, 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
- 273
- −7 vs. Q1 2023
- Shares held
- 66.0M
- +420.9K (+0.6%) vs. Q1 2023
- Total value
- $4.20B
- +$105.7M (+2.6%) vs. Q1 2023
- New holders
- 34
- 106 more added
- Sold out
- 41
- 97 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | −1,077−99.8% | Reduced |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,216 | $5 | 0.00% | +2,216 | New |
| Northwest Capital Management Inc | 0 | $25 | 0.00% | 0 | New |
| PEAK6 Investments LLC | 2 | $127 | 0.00% | +2 | New |
| Glassman Wealth Services | 4 | $255 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 7 | $446 | 0.00% | −3−30.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 9 | $527 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $573 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15 | $955 | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 21 | $1.34K | 0.00% | +5+31.3% | Added |
| JFS Wealth Advisors, LLC | 25 | $1.59K | 0.00% | −2−7.4% | Reduced |
| Private Trust Co NA | 36 | $2.29K | 0.00% | −37−50.7% | Reduced |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | +5+13.2% | Added |
| Bessemer Group Inc | 54 | $3.00K | 0.00% | +54 | New |
| National Bank of Canada | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $3.18K | 0.00% | −114−69.5% | Reduced |
| Coastal Capital Group, Inc. | 62 | $3.96K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $4.46K | 0.00% | +70 | New |
| Massmutual Trust Co FSB | 77 | $4.90K | 0.00% | +59+327.8% | Added |
| Hexagon Capital Partners LLC | 79 | $5.03K | 0.00% | +50+172.4% | Added |
| Salem Investment Counselors Inc | 95 | $6.05K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 125 | $7.96K | 0.00% | +97+346.4% | Added |
| O'Dell Group, LLC | 125 | $7.96K | 0.00% | +125 | New |
| Spire Wealth Management | 150 | $9.55K | 0.00% | −5−3.2% | Reduced |
| North Star Investment Management Corp. | 150 | $9.55K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 153 | $9.74K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 188 | $12.0K | 0.00% | −358−65.6% | Reduced |
| Bell Investment Advisors, Inc | 197 | $12.5K | 0.00% | +103+109.6% | Added |
| Umb Bank N A | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 276 | $17.6K | 0.00% | +276 | New |
| Key Financial Inc | 279 | $17.8K | 0.01% | +65+30.4% | Added |
| Glass Jacobson Investment Advisors llc | 300 | $19.1K | 0.01% | +300 | New |
| Fifth Third Bancorp | 310 | $19.7K | 0.00% | +158+103.9% | Added |
| Byrne Asset Management LLC | 330 | $21.0K | 0.01% | +20+6.5% | Added |
| Huntington National Bank | 373 | $23.7K | 0.00% | +147+65.0% | Added |
| Lindbrook Capital, LLC | 378 | $24.1K | 0.00% | +67+21.5% | Added |
| South State Corp. | 406 | $25.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 409 | $26.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 446 | $28.0K | 0.00% | −227−33.7% | Reduced |
| Allworth Financial LP | 502 | $32.0K | 0.00% | +269+115.5% | Added |
| Evermay Wealth Management LLC | 533 | $33.9K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 578 | $37.0K | 0.00% | +228+65.1% | Added |
| GWM Advisors LLC | 676 | $43.0K | 0.00% | −332−32.9% | Reduced |
| Geneos Wealth Management Inc. | 720 | $45.8K | 0.00% | +2+0.3% | Added |
| Nomura Asset Management Co Ltd | 720 | $45.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 713 | $54.4K | 0.00% | +194+37.4% | Added |
| Parallel Advisors, LLC | 997 | $63.5K | 0.00% | +279+38.9% | Added |
| Trifecta Capital Advisors, LLC | 1,000 | $63.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $63.6K | 0.03% | +500+100.0% | Added |
| Global Retirement Partners, LLC | 1,806 | $115.0K | 0.01% | −85−4.5% | Reduced |
| Covestor Ltd | 1,849 | $118.0K | 0.09% | +141+8.3% | Added |
| Quadrant Capital Group LLC | 1,892 | $120.4K | 0.01% | +1,199+173.0% | Added |
| Versant Capital Management, Inc | 1,961 | $124.8K | 0.04% | −19−1.0% | Reduced |
| CWM, LLC | 1,998 | $127.0K | 0.00% | −157−7.3% | Reduced |
| Spirit of America Management Corp | 2,150 | $136.8K | 0.03% | +1,650+330.0% | Added |
| Assetmark, Inc | 2,202 | $140.2K | 0.00% | +645+41.4% | Added |
| Ci Investments Inc. | 2,225 | $142.0K | 0.00% | +74+3.4% | Added |
| Tower Research Capital LLC (TRC) | 2,252 | $143.3K | 0.00% | +340+17.8% | Added |
| Signaturefd, LLC | 2,433 | $154.9K | 0.00% | +803+49.3% | Added |
| Proequities, Inc. | 2,554 | $162.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,689 | $171.2K | 0.01% | −500−15.7% | Reduced |
| AdvisorNet Financial, Inc | 2,912 | $185.3K | 0.02% | +1,001+52.4% | Added |
| Sound Income Strategies, LLC | 3,000 | $190.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,068 | $195.0K | 0.01% | −18−0.6% | Reduced |
| CI Private Wealth, LLC | 3,203 | $203.9K | 0.00% | +3,203 | New |
| Profund Advisors LLC | 3,210 | $204.3K | 0.01% | −426−11.7% | Reduced |
| Shelton Capital Management | 3,218 | $204.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,306 | $210.4K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,338 | $212.5K | 0.00% | +3,338 | New |
| Metropolitan Life Insurance Co | 3,374 | $214.8K | 0.01% | −238−6.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,375 | $214.8K | 0.13% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,449 | $219.5K | 0.15% | +36+1.1% | Added |
| Vise Technologies, Inc. | 3,594 | $228.8K | 0.06% | +3,594 | New |
| Atria Wealth Solutions, Inc. | 3,819 | $243.1K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,951 | $251.5K | 0.01% | +3,951 | New |
| Private Asset Management Inc | 4,000 | $254.6K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,231 | $270.1K | 0.00% | +165+4.1% | Added |
| Franklin Resources Inc | 4,261 | $271.2K | 0.00% | +466+12.3% | Added |
| Cetera Advisor Networks LLC | 4,419 | $281.3K | 0.00% | +388+9.6% | Added |
| Laurion Capital Management LP | 4,565 | $290.6K | 0.01% | +4,565 | New |
| Commonwealth Equity Services, LLC | 4,721 | $301.0K | 0.00% | −1,697−26.4% | Reduced |
| First Hawaiian Bank | 4,910 | $312.5K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,934 | $314.0K | 0.00% | +4,934 | New |
| Arista Wealth Management, LLC | 4,961 | $315.8K | 0.13% | −20−0.4% | Reduced |
| Pathstone Family Office, LLC | 4,999 | $316.4K | 0.00% | +4,999 | New |
| Cutter & CO Brokerage, Inc. | 5,025 | $319.8K | 0.09% | −25−0.5% | Reduced |
| STRS Ohio | 5,100 | $324.0K | 0.00% | −1,000−16.4% | Reduced |
| AQR Capital Management LLC | 5,336 | $339.5K | 0.00% | +5,336 | New |
| Teacher Retirement System of Texas | 5,393 | $343.0K | 0.00% | −2,067−27.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,225 | $344.0K | 0.01% | +60+1.2% | Added |
| Securian Asset Management, Inc | 5,829 | $371.0K | 0.01% | −100−1.7% | Reduced |
| Buckley Wealth Management, LLC | 6,500 | $413.7K | 0.14% | +500+8.3% | Added |
| Toroso Investments, LLC | 6,734 | $429.0K | 0.01% | +6,734 | New |
| Federated Hermes, Inc. | 6,750 | $429.6K | 0.00% | −2,602−27.8% | Reduced |
| First Manhattan Co | 6,875 | $437.6K | 0.00% | −2,870−29.5% | Reduced |