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 2024
Institutional positions in Southwest Gas Holdings, Inc. as of Mar 31, 2024. 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
- 286
- +8 vs. Q4 2023
- Shares held
- 66.5M
- +230.8K (+0.3%) vs. Q4 2023
- Total value
- $5.07B
- +$864.3M (+20.6%) vs. Q4 2023
- New holders
- 41
- 82 more added
- Sold out
- 33
- 115 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 3,072 | $233.9K | 0.02% | +3,072 | New |
| Sound Income Strategies, LLC | 3,000 | $228.4K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,000 | $228.4K | 0.00% | +3,000 | New |
| Verition Fund Management LLC | 2,975 | $226.5K | 0.00% | −2,316−43.8% | Reduced |
| Clear Creek Financial Management, LLC | 2,936 | $223.5K | 0.03% | +2,936 | New |
| XTX Topco Ltd | 2,791 | $212.5K | 0.03% | +2,791 | New |
| Assetmark, Inc | 2,774 | $211.2K | 0.00% | −378−12.0% | Reduced |
| Beacon Pointe Advisors, LLC | 2,759 | $210.0K | 0.00% | +2,759 | New |
| Connable Office Inc | 2,726 | $207.5K | 0.02% | +2,726 | New |
| Nebula Research & Development LLC | 2,715 | $206.7K | 0.04% | +2,715 | New |
| Central Valley Advisors, LLC | 2,682 | $204.2K | 0.11% | +2,682 | New |
| Ellevest, Inc. | 2,656 | $202.2K | 0.01% | −583−18.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,652 | $201.9K | 0.00% | +2,652 | New |
| Stifel Financial Corp | 2,646 | $201.5K | 0.00% | +2,646 | New |
| Trust Point Inc. | 2,636 | $200.7K | 0.02% | +2,636 | New |
| Shelton Capital Management | 2,628 | $200.1K | 0.01% | +2,628 | New |
| Farmers & Merchants Investments Inc | 2,602 | $198.1K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,478 | $189.0K | 0.00% | −1,178−32.2% | Reduced |
| Spirit of America Management Corp | 2,400 | $182.7K | 0.04% | +250+11.6% | Added |
| Versant Capital Management, Inc | 1,999 | $152.2K | 0.04% | +59+3.0% | Added |
| Shell Asset Management Co | 2,106 | $148.0K | 0.01% | −215−9.3% | Reduced |
| CWM, LLC | 1,903 | $145.0K | 0.00% | +8+0.4% | Added |
| Signaturefd, LLC | 1,796 | $136.7K | 0.00% | +110+6.5% | Added |
| Tower Research Capital LLC (TRC) | 1,689 | $128.6K | 0.00% | −9,297−84.6% | Reduced |
| Global Retirement Partners, LLC | 1,660 | $126.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,509 | $114.9K | 0.00% | +1,509 | New |
| KBC Group NV | 1,466 | $112.0K | 0.00% | +411+39.0% | Added |
| Covestor Ltd | 1,441 | $110.0K | 0.07% | +125+9.5% | Added |
| SYSTM Wealth Solutions LLC | 1,257 | $95.7K | 0.01% | +24+1.9% | Added |
| Ci Investments Inc. | 1,137 | $87.0K | 0.00% | +213+23.1% | Added |
| Parallel Advisors, LLC | 1,010 | $76.9K | 0.00% | +216+27.2% | Added |
| Trifecta Capital Advisors, LLC | 1,000 | $76.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 937 | $71.3K | 0.01% | −65−6.5% | Reduced |
| CIBC Private Wealth Group, LLC | 885 | $66.9K | 0.00% | +885 | New |
| Nomura Asset Management Co Ltd | 720 | $54.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 712 | $54.2K | 0.01% | +3+0.4% | Added |
| Van Eck Associates Corp | 630 | $48.0K | 0.00% | +2+0.3% | Added |
| Evermay Wealth Management LLC | 533 | $40.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 409 | $31.1K | 0.01% | −7−1.7% | Reduced |
| South State Corp. | 406 | $30.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 390 | $29.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 357 | $27.2K | 0.00% | +7+2.0% | Added |
| Rise Advisors, LLC | 308 | $23.5K | 0.01% | +308 | New |
| Glass Jacobson Investment Advisors llc | 300 | $22.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 292 | $22.2K | 0.00% | −19−6.1% | Reduced |
| Key Financial Inc | 279 | $21.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 276 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 234 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 222 | $16.9K | 0.00% | −22−9.0% | Reduced |
| Geneos Wealth Management Inc. | 220 | $16.8K | 0.00% | +2+0.9% | Added |
| Umb Bank N A | 215 | $16.4K | 0.00% | +15+7.5% | Added |
| Chelsea Counsel Co | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 188 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180 | $13.7K | 0.00% | +180 | New |
| GAMMA Investing LLC | 168 | $12.8K | 0.00% | −23−12.0% | Reduced |
| Hexagon Capital Partners LLC | 168 | $12.8K | 0.00% | +156+1,300.0% | Added |
| Cullen/Frost Bankers, Inc. | 153 | $11.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 135 | $10.3K | 0.00% | −78−36.6% | Reduced |
| Massmutual Trust Co FSB | 57 | $4.34K | 0.00% | −16−21.9% | Reduced |
| GWM Advisors LLC | 50 | $3.84K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $3.81K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $3.04K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 37 | $2.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $2.27K | 0.00% | −5−14.3% | Reduced |
| Private Wealth Management Group, LLC | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 25 | $1.90K | 0.00% | +25 | New |
| First Horizon Advisors, Inc. | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $838 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $837 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 10 | $762 | 0.00% | +1+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $686 | 0.00% | +2+28.6% | Added |
| Sachetta, LLC | 8 | $507 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6 | $449 | 0.00% | +6 | New |
| C M Bidwell & Associates Ltd | 5 | $381 | 0.00% | −52−91.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $381 | 0.00% | +5 | New |
| Group One Trading, L.P. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 0 | $30 | 0.00% | 0 | Unchanged |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,361,423−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,727−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −38,052−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,481−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −12,623−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,861−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,023−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,324−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,747−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,510−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −5,264−100.0% | Sold out |