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 2023
Institutional positions in Southwest Gas Holdings, Inc. as of Sep 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
- 280
- +10 vs. Q2 2023
- Shares held
- 65.3M
- −576.3K (−0.9%) vs. Q2 2023
- Total value
- $3.95B
- −$245.9M (−5.9%) vs. Q2 2023
- New holders
- 30
- 77 more added
- Sold out
- 20
- 121 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 0 | $24 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $363 | 0.00% | −19−76.0% | Reduced |
| Glassman Wealth Services | 8 | $483 | 0.00% | +4+100.0% | Added |
| Nalls Sherbakoff Group, LLC | 9 | $544 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $786 | 0.00% | +6+85.7% | Added |
| Whittier Trust Co | 14 | $845 | 0.00% | +14 | New |
| Baker Avenue Asset Management, LP | 15 | $906 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 23 | $1.00K | 0.00% | +23 | New |
| First Horizon Advisors, Inc. | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 32 | $1.93K | 0.00% | −47−59.5% | Reduced |
| EverSource Wealth Advisors, LLC | 34 | $2.05K | 0.00% | −16−32.0% | Reduced |
| Private Trust Co NA | 36 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 37 | $2.23K | 0.00% | +37 | New |
| WR Wealth Planners, LLC | 37 | $2.23K | 0.00% | +37 | New |
| National Bank of Canada | 50 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $4.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $4.65K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 90 | $5.44K | 0.00% | −35−28.0% | Reduced |
| Salem Investment Counselors Inc | 95 | $5.74K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 103 | $7.00K | 0.00% | +101+5,050.0% | Added |
| North Star Investment Management Corp. | 150 | $9.06K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 150 | $9.06K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 153 | $9.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 169 | $10.2K | 0.00% | −28−14.2% | Reduced |
| First PREMIER Bank | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 208 | $12.6K | 0.00% | +20+10.6% | Added |
| Jones Financial Companies LLLP | 244 | $14.7K | 0.00% | +244 | New |
| Huntington National Bank | 258 | $15.6K | 0.00% | −115−30.8% | Reduced |
| St Germain D J Co Inc | 276 | $16.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 279 | $16.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 285 | $17.2K | 0.00% | −93−24.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 300 | $18.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 330 | $20.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 359 | $21.7K | 0.00% | −317−46.9% | Reduced |
| South State Corp. | 406 | $24.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 409 | $24.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 484 | $29.2K | 0.00% | +174+56.1% | Added |
| Allworth Financial LP | 495 | $29.9K | 0.00% | −7−1.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $30.2K | 0.02% | −500−50.0% | Reduced |
| Evermay Wealth Management LLC | 533 | $32.2K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 579 | $35.0K | 0.00% | +1+0.2% | Added |
| IFP Advisors, Inc | 690 | $41.7K | 0.00% | −23−3.2% | Reduced |
| AdvisorNet Financial, Inc | 706 | $42.6K | 0.00% | −2,206−75.8% | Reduced |
| Nomura Asset Management Co Ltd | 720 | $43.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 722 | $43.6K | 0.00% | +2+0.3% | Added |
| Simplex Trading, LLC | 806 | $48.0K | 0.00% | +360+80.7% | Added |
| Trifecta Capital Advisors, LLC | 1,000 | $60.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,044 | $63.1K | 0.00% | +47+4.7% | Added |
| KBC Group NV | 1,055 | $64.0K | 0.00% | +1,055 | New |
| CWS Financial Advisors, LLC | 1,299 | $78.5K | 0.03% | +1,299 | New |
| Covestor Ltd | 1,532 | $93.0K | 0.07% | −317−17.1% | Reduced |
| Point72 Asset Management, L.P. | 1,700 | $102.7K | 0.00% | +1,700 | New |
| Quadrant Capital Group LLC | 1,704 | $102.9K | 0.01% | −188−9.9% | Reduced |
| Global Retirement Partners, LLC | 1,893 | $111.7K | 0.01% | +87+4.8% | Added |
| Versant Capital Management, Inc | 1,961 | $118.5K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,106 | $127.0K | 0.00% | +108+5.4% | Added |
| Spirit of America Management Corp | 2,150 | $129.9K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 2,266 | $136.9K | 0.01% | −288−11.3% | Reduced |
| Ci Investments Inc. | 2,267 | $137.0K | 0.00% | +42+1.9% | Added |
| Signaturefd, LLC | 2,412 | $145.7K | 0.00% | −21−0.9% | Reduced |
| Assetmark, Inc | 2,571 | $155.3K | 0.00% | +369+16.8% | Added |
| Farmers & Merchants Investments Inc | 2,604 | $157.3K | 0.01% | −85−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,737 | $165.3K | 0.01% | +485+21.5% | Added |
| Sound Income Strategies, LLC | 3,000 | $181.2K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,020 | $182.0K | 0.01% | −48−1.6% | Reduced |
| Webster Bank, N. A. | 3,306 | $199.7K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,316 | $200.3K | 0.00% | +113+3.5% | Added |
| Citigroup Inc | 3,330 | $201.2K | 0.00% | −20,556−86.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,375 | $203.9K | 0.14% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,483 | $210.4K | 0.14% | +34+1.0% | Added |
| Metropolitan Life Insurance Co | 3,555 | $214.8K | 0.01% | +181+5.4% | Added |
| NBC Securities, Inc. | 3,633 | $219.0K | 0.02% | +3,633 | New |
| Cable Hill Partners, LLC | 3,803 | $229.7K | 0.03% | +3,803 | New |
| Atria Wealth Solutions, Inc. | 3,819 | $230.7K | 0.00% | 00.0% | Unchanged |
| Private Asset Management Inc | 4,000 | $241.6K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,021 | $242.9K | 0.01% | +70+1.8% | Added |
| Kapitalo Investimentos Ltda | 4,063 | $245.4K | 0.03% | +4,063 | New |
| Mackenzie Financial Corp | 4,231 | $251.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,455 | $269.1K | 0.00% | +4,455 | New |
| Crossmark Global Holdings, Inc. | 4,600 | $273.0K | 0.01% | −625−12.0% | Reduced |
| Optas, LLC | 4,549 | $274.8K | 0.09% | +4,549 | New |
| Commonwealth Equity Services, LLC | 4,679 | $283.0K | 0.00% | −42−0.9% | Reduced |
| First Hawaiian Bank | 4,910 | $296.6K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,975 | $300.5K | 0.09% | −50−1.0% | Reduced |
| Pacer Advisors, Inc. | 5,053 | $305.3K | 0.00% | −6,447−56.1% | Reduced |
| Securian Asset Management, Inc | 5,085 | $307.2K | 0.01% | −744−12.8% | Reduced |
| STRS Ohio | 5,100 | $308.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,193 | $313.7K | 0.00% | +932+21.9% | Added |
| Cubist Systematic Strategies, LLC | 5,201 | $314.2K | 0.00% | +5,201 | New |
| Bridgefront Capital, LLC | 5,310 | $320.8K | 0.22% | +5,310 | New |
| Caption Management, LLC | 5,400 | $326.2K | 0.04% | +5,400 | New |
| Camelot Portfolios, LLC | 5,445 | $329.0K | 0.32% | −2,872−34.5% | Reduced |
| Teacher Retirement System of Texas | 5,515 | $333.0K | 0.00% | +122+2.3% | Added |
| Captrust Financial Advisors | 5,632 | $340.2K | 0.00% | +2,294+68.7% | Added |