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, Q4 2023
Institutional positions in Southwest Gas Holdings, Inc. as of Dec 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
- +4 vs. Q3 2023
- Shares held
- 66.3M
- +1.01M (+1.5%) vs. Q3 2023
- Total value
- $4.20B
- +$253.7M (+6.4%) vs. Q3 2023
- New holders
- 42
- 84 more added
- Sold out
- 38
- 109 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Profund Advisors LLC | 3,169 | $200.8K | 0.01% | +3,169 | New |
| Assetmark, Inc | 3,152 | $199.7K | 0.00% | +581+22.6% | Added |
| Allworth Financial LP | 3,071 | $194.5K | 0.00% | +2,576+520.4% | Added |
| Sound Income Strategies, LLC | 3,000 | $190.1K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,602 | $164.8K | 0.01% | −2−0.1% | Reduced |
| Shell Asset Management Co | 2,321 | $147.0K | 0.01% | −699−23.1% | Reduced |
| Spirit of America Management Corp | 2,150 | $136.2K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,940 | $122.9K | 0.04% | −21−1.1% | Reduced |
| CWM, LLC | 1,895 | $120.0K | 0.00% | −211−10.0% | Reduced |
| Signaturefd, LLC | 1,686 | $106.8K | 0.00% | −726−30.1% | Reduced |
| Global Retirement Partners, LLC | 1,660 | $100.9K | 0.00% | −233−12.3% | Reduced |
| Jones Financial Companies LLLP | 1,371 | $86.9K | 0.00% | +1,127+461.9% | Added |
| Covestor Ltd | 1,316 | $83.0K | 0.06% | −216−14.1% | Reduced |
| Greenwood Gearhart Inc | 1,250 | $79.2K | 0.01% | +1,250 | New |
| SYSTM Wealth Solutions LLC | 1,233 | $78.1K | 0.01% | +1,233 | New |
| KBC Group NV | 1,055 | $67.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,002 | $63.5K | 0.01% | −702−41.2% | Reduced |
| Trifecta Capital Advisors, LLC | 1,000 | $63.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 924 | $59.0K | 0.00% | −1,343−59.2% | Reduced |
| Parallel Advisors, LLC | 794 | $50.3K | 0.00% | −250−23.9% | Reduced |
| Nomura Asset Management Co Ltd | 720 | $45.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 709 | $44.9K | 0.00% | +3+0.4% | Added |
| Van Eck Associates Corp | 628 | $40.0K | 0.00% | +49+8.5% | Added |
| Evermay Wealth Management LLC | 533 | $33.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 474 | $30.0K | 0.00% | +474 | New |
| Parkside Financial Bank & Trust | 416 | $26.4K | 0.00% | +7+1.7% | Added |
| South State Corp. | 406 | $25.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 390 | $24.7K | 0.00% | −300−43.5% | Reduced |
| Fifth Third Bancorp | 350 | $22.2K | 0.00% | −134−27.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 311 | $19.0K | 0.00% | +208+201.9% | Added |
| Key Financial Inc | 279 | $17.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 276 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 244 | $15.5K | 0.00% | +75+44.4% | Added |
| Huntington National Bank | 234 | $14.8K | 0.00% | −24−9.3% | Reduced |
| Geneos Wealth Management Inc. | 218 | $13.8K | 0.00% | −504−69.8% | Reduced |
| Principal Securities, Inc. | 213 | $13.5K | 0.00% | +213 | New |
| First PREMIER Bank | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 188 | $11.9K | 0.00% | −20−9.6% | Reduced |
| GAMMA Investing LLC | 191 | $11.2K | 0.00% | +191 | New |
| Able Wealth Management LLC | 165 | $10.5K | 0.01% | +165 | New |
| Cullen/Frost Bankers, Inc. | 153 | $9.69K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $9.50K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 128 | $8.11K | 0.00% | +128 | New |
| O'Dell Group, LLC | 125 | $7.92K | 0.00% | +125 | New |
| Gradient Investments LLC | 100 | $6.33K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 73 | $4.63K | 0.00% | −4−5.2% | Reduced |
| C M Bidwell & Associates Ltd | 57 | $3.61K | 0.00% | +57 | New |
| Delta Asset Management LLC | 50 | $3.17K | 0.00% | −50−50.0% | Reduced |
| GWM Advisors LLC | 50 | $3.17K | 0.00% | −309−86.1% | Reduced |
| Bessemer Group Inc | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 37 | $2.34K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 36 | $2.28K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 35 | $2.22K | 0.00% | +29+483.3% | Added |
| Farther Finance Advisors, LLC | 35 | $2.22K | 0.00% | +35 | New |
| Private Trust Co NA | 31 | $1.96K | 0.00% | −5−13.9% | Reduced |
| Private Wealth Management Group, LLC | 29 | $1.84K | 0.00% | +29 | New |
| First Horizon Advisors, Inc. | 21 | $1.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $1.27K | 0.00% | −50−71.4% | Reduced |
| Arlington Trust Co LLC | 20 | $1.27K | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 17 | $1.08K | 0.00% | −268−94.0% | Reduced |
| EverSource Wealth Advisors, LLC | 17 | $1.08K | 0.00% | −17−50.0% | Reduced |
| Simplex Trading, LLC | 17 | $1.00K | 0.00% | −789−97.9% | Reduced |
| Whittier Trust Co | 14 | $886 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $761 | 0.00% | −20−62.5% | Reduced |
| Manchester Capital Management LLC | 11 | $697 | 0.00% | −79−87.8% | Reduced |
| SJS Investment Consulting Inc. | 9 | $571 | 0.00% | −4−30.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 9 | $571 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $507 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $444 | 0.00% | +7 | New |
| Foster Dykema Cabot & Partners, LLC | 6 | $380 | 0.00% | +6 | New |
| Glassman Wealth Services | 5 | $317 | 0.00% | −3−37.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5 | $317 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 3 | $190 | 0.00% | +3 | New |
| Group One Trading, L.P. | 1 | $63 | 0.00% | +1 | New |
| Northwest Capital Management Inc | 0 | $25 | 0.00% | 0 | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −174,403−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −121,369−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −53,427−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −47,626−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −41,195−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −26,448−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,511−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,646−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −18,399−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,379−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −18,061−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −16,280−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −13,533−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,813−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,717−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,844−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |