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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 2024

Institutional positions in Southwest Gas Holdings, Inc. as of Jun 30, 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
285
+2 vs. Q1 2024
Shares held
66.5M
+188.8K (+0.3%) vs. Q1 2024
Total value
$4.68B
−$367.3M (−7.3%) vs. Q1 2024
New holders
39
102 more added
Sold out
37
98 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 285 institutions
Q1 2021: 283 institutionsQ2 2021: 273 institutionsQ3 2021: 263 institutionsQ4 2021: 280 institutionsQ1 2022: 310 institutionsQ2 2022: 296 institutionsQ3 2022: 287 institutionsQ4 2022: 297 institutionsQ1 2023: 280 institutionsQ2 2023: 273 institutionsQ3 2023: 280 institutionsQ4 2023: 280 institutionsQ1 2024: 286 institutionsQ2 2024: 285 institutionsQ3 2024: 297 institutionsQ4 2024: 309 institutionsQ1 2025: 347 institutionsQ2 2025: 328 institutionsQ3 2025: 334 institutionsQ4 2025: 353 institutionsQ1 2026: 398 institutionsQ2 2026: 411 institutions
Value heldQ2 2024: $4.68B
Q1 2021: $3.37BQ2 2021: $3.28BQ3 2021: $3.53BQ4 2021: $3.62BQ1 2022: $4.60BQ2 2022: $5.16BQ3 2022: $4.14BQ4 2022: $3.69BQ1 2023: $4.09BQ2 2023: $4.20BQ3 2023: $3.95BQ4 2023: $4.20BQ1 2024: $5.07BQ2 2024: $4.68BQ3 2024: $4.81BQ4 2024: $4.63BQ1 2025: $4.65BQ2 2025: $4.98BQ3 2025: $5.17BQ4 2025: $5.33BQ1 2026: $5.66BQ2 2026: $5.98B
Institutions holding SWX and their total value by quarter
QuarterHoldersValue
Q2 2026411$5.98B
Q1 2026398$5.66B
Q4 2025353$5.33B
Q3 2025334$5.17B
Q2 2025328$4.98B
Q1 2025347$4.65B
Q4 2024309$4.63B
Q3 2024297$4.81B
Q2 2024285$4.68B
Q1 2024286$5.07B
Q4 2023280$4.20B
Q3 2023280$3.95B
Q2 2023273$4.20B
Q1 2023280$4.09B
Q4 2022297$3.69B
Q3 2022287$4.14B
Q2 2022296$5.16B
Q1 2022310$4.60B
Q4 2021280$3.62B
Q3 2021263$3.53B
Q2 2021273$3.28B
Q1 2021283$3.37B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q1 2024.

Institutions holding SWX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CI Private Wealth, LLC3,238$227.9K0.00%+8+0.2%Added
Dark Forest Capital Management LP3,209$225.8K0.04%+3,209New
Atria Investments LLC3,151$221.8K0.00%+3,151New
BTC Capital Management, Inc.3,104$218.5K0.02%−235−7.0%Reduced
Belpointe Asset Management LLC3,091$217.6K0.02%+19+0.6%Added
Assetmark, Inc3,020$212.5K0.00%+246+8.9%Added
Johnson Investment Counsel Inc3,000$211.1K0.00%00.0%Unchanged
Sound Income Strategies, LLC3,000$211.1K0.01%00.0%Unchanged
Cresset Asset Management, LLC2,974$209.3K0.00%−460−13.4%Reduced
Martingale Asset Management L P2,966$208.7K0.00%+2,966New
Gallagher Fiduciary Advisors, LLC2,848$200.5K0.04%+2,848New
Farmers & Merchants Investments Inc2,602$183.1K0.01%00.0%Unchanged
Headlands Technologies LLC2,582$181.7K0.02%+2,582New
Spirit of America Management Corp2,400$168.9K0.03%00.0%Unchanged
Global Retirement Partners, LLC2,296$161.6K0.01%+636+38.3%Added
Proequities, Inc.2,274$160.0K0.01%−1,969−46.4%Reduced
SG Americas Securities, LLC2,054$145.0K0.00%−424−17.1%Reduced
Versant Capital Management, Inc1,999$140.7K0.04%00.0%Unchanged
CWM, LLC1,937$136.0K0.00%+34+1.8%Added
Signaturefd, LLC1,796$126.4K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1,715$120.0K0.00%+830+93.8%Added
KBC Group NV1,466$103.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio1,413$99.4K0.00%−96−6.4%Reduced
Ci Investments Inc.1,119$79.0K0.00%−18−1.6%Reduced
Parallel Advisors, LLC1,034$72.8K0.00%+24+2.4%Added
Ashton Thomas Private Wealth, LLC1,020$71.8K0.00%+1,020New
Trifecta Capital Advisors, LLC1,000$70.4K0.02%00.0%Unchanged
Covestor Ltd980$69.0K0.04%−461−32.0%Reduced
Quadrant Capital Group LLC941$66.2K0.00%+4+0.4%Added
Nomura Asset Management Co Ltd720$50.7K0.00%00.0%Unchanged
AdvisorNet Financial, Inc700$49.3K0.00%−12−1.7%Reduced
Van Eck Associates Corp694$49.0K0.00%+64+10.2%Added
International Assets Investment Management, LLC692$48.7K0.00%+692New
Ronald Blue Trust, Inc.574$43.7K0.00%+282+96.6%Added
Evermay Wealth Management LLC533$37.5K0.01%00.0%Unchanged
GAMMA Investing LLC428$30.1K0.00%+260+154.8%Added
Parkside Financial Bank & Trust409$28.8K0.00%00.0%Unchanged
Fifth Third Bancorp408$28.7K0.00%+51+14.3%Added
South State Corp.406$28.6K0.00%00.0%Unchanged
IFP Advisors, Inc390$27.4K0.00%00.0%Unchanged
Spire Wealth Management335$23.6K0.00%+335New
Rise Advisors, LLC311$21.9K0.01%+3+1.0%Added
Allworth Financial LP294$21.7K0.00%−2,804−90.5%Reduced
Catalyst Funds Management Pty Ltd300$21.1K0.01%−3,800−92.7%Reduced
Glass Jacobson Investment Advisors llc300$21.1K0.01%00.0%Unchanged
Key Financial Inc279$19.6K0.00%00.0%Unchanged
St Germain D J Co Inc276$19.4K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.262$18.4K0.00%+262New
Bell Investment Advisors, Inc253$17.8K0.00%+31+14.0%Added
Huntington National Bank242$17.0K0.00%+8+3.4%Added
Umb Bank N A238$16.8K0.00%+23+10.7%Added
Geneos Wealth Management Inc.222$15.6K0.00%+2+0.9%Added
LRI Investments, LLC202$14.2K0.00%+202New
First PREMIER Bank200$14.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC188$13.2K0.00%00.0%Unchanged
Manchester Capital Management LLC186$13.1K0.00%+175+1,590.9%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.180$12.7K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC162$12.3K0.01%+162New
North Star Investment Management Corp.150$10.6K0.00%00.0%Unchanged
Principal Securities, Inc.141$9.92K0.00%+6+4.4%Added
Strategic Investment Solutions, Inc.128$9.49K0.00%+128New
Cullen/Frost Bankers, Inc.103$7.25K0.00%−50−32.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$7.04K0.00%+89+809.1%Added
Hexagon Capital Partners LLC90$6.33K0.00%−78−46.4%Reduced
SWS Partners76$5.35K0.00%+76New
Capital Advisors, Ltd. LLC65$5.00K0.00%+22+51.2%Added
Massmutual Trust Co FSB57$4.01K0.00%00.0%Unchanged
Private Wealth Management Group, LLC57$4.01K0.00%+28+96.6%Added
Delta Asset Management LLC50$3.52K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC46$3.41K0.00%+29+170.6%Added
JFS Wealth Advisors, LLC37$2.60K0.00%+2+5.7%Added
Financial Perspectives, Inc37$2.60K0.00%00.0%Unchanged
Rothschild Investment LLC35$2.46K0.00%+30+600.0%Added
Farther Finance Advisors, LLC35$2.42K0.00%+5+16.7%Added
WR Wealth Planners, LLC34$2.39K0.00%−6−15.0%Reduced
First Horizon Advisors, Inc.21$1.50K0.00%00.0%Unchanged
Harbour Investments, Inc.20$1.41K0.00%00.0%Unchanged
Triad Wealth Partners, LLC20$1.41K0.00%+20New
Lindbrook Capital, LLC17$1.20K0.00%00.0%Unchanged
Whittier Trust Co14$9850.00%00.0%Unchanged
Twin Tree Management, LP12$8450.00%+12New
Smartleaf Asset Management LLC10$7240.00%+4+66.7%Added
SJS Investment Consulting Inc.10$7040.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$7040.00%+1+11.1%Added
Sachetta, LLC8$5900.00%00.0%Unchanged
Carronade Capital Management, LP0$00.00%−498,685−100.0%Sold out
American International Group, Inc.0$00.00%−109,816−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−100,000−100.0%Sold out
AXA S.A.0$00.00%−73,805−100.0%Sold out
Texas Permanent School Fund0$00.00%−52,514−100.0%Sold out
Holocene Advisors, LP0$00.00%−46,085−100.0%Sold out
Sagefield Capital LP0$00.00%−27,767−100.0%Sold out
Monashee Investment Management LLC0$00.00%−25,000−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−29,224−100.0%Sold out
Man Group plc0$00.00%−14,520−100.0%Sold out
Empowered Funds, LLC0$00.00%−13,850−100.0%Sold out
Acadian Asset Management LLC0$00.00%−12,320−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−9,980−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−7,890−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−8,158−100.0%Sold out