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 2024
Institutional positions in Southwest Gas Holdings, Inc. as of Sep 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
- 297
- +14 vs. Q2 2024
- Shares held
- 65.3M
- +7.63M (+13.2%) vs. Q2 2024
- Total value
- $4.81B
- +$754.4M (+18.6%) vs. Q2 2024
- New holders
- 39
- 105 more added
- Sold out
- 25
- 111 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Southwest Gas Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $74 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $74 | 0.00% | +1 | New |
| Claris Advisors, LLC | 3 | $221 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $296 | 0.00% | +4 | New |
| Sachetta, LLC | 8 | $591 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $738 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $812 | 0.00% | −175−94.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $886 | 0.00% | +2+20.0% | Added |
| Bessemer Group Inc | 20 | $1.00K | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 14 | $1.03K | 0.00% | −3−17.6% | Reduced |
| Smartleaf Asset Management LLC | 17 | $1.27K | 0.00% | +7+70.0% | Added |
| First Horizon Advisors, Inc. | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 28 | $2.06K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 29 | $2.14K | 0.00% | −28−49.1% | Reduced |
| Principal Securities, Inc. | 31 | $2.29K | 0.00% | −110−78.0% | Reduced |
| WR Wealth Planners, LLC | 36 | $2.65K | 0.00% | +2+5.9% | Added |
| Financial Perspectives, Inc | 37 | $2.73K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 37 | $2.73K | 0.00% | +37 | New |
| Farther Finance Advisors, LLC | 37 | $2.73K | 0.00% | +2+5.7% | Added |
| JFS Wealth Advisors, LLC | 38 | $2.80K | 0.00% | +1+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 39 | $2.88K | 0.00% | −64−62.1% | Reduced |
| Rothschild Investment LLC | 40 | $2.95K | 0.00% | +5+14.3% | Added |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | −22−33.8% | Reduced |
| Delta Asset Management LLC | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 73 | $5.38K | 0.00% | −17−18.9% | Reduced |
| Massmutual Trust Co FSB | 80 | $5.90K | 0.00% | +23+40.4% | Added |
| Harbour Investments, Inc. | 92 | $6.79K | 0.00% | +72+360.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $7.38K | 0.00% | +100 | New |
| Hemington Wealth Management | 115 | $8.00K | 0.00% | +115 | New |
| EverSource Wealth Advisors, LLC | 114 | $8.41K | 0.00% | +68+147.8% | Added |
| Strategic Investment Solutions, Inc. | 128 | $9.44K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 131 | $9.66K | 0.00% | +131 | New |
| North Star Investment Management Corp. | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 163 | $11.8K | 0.00% | +163 | New |
| Harbor Capital Advisors, Inc. | 179 | $13.0K | 0.00% | +179 | New |
| LRI Investments, LLC | 171 | $13.0K | 0.00% | −31−15.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180 | $13.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 188 | $13.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 234 | $17.3K | 0.00% | −8−3.3% | Reduced |
| Bell Investment Advisors, Inc | 253 | $18.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 251 | $19.2K | 0.01% | −12,226−98.0% | Reduced |
| SRS Capital Advisors, Inc. | 262 | $19.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 276 | $20.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 279 | $20.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 293 | $21.6K | 0.00% | −1−0.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 300 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 314 | $23.1K | 0.01% | +3+1.0% | Added |
| Spire Wealth Management | 335 | $24.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 390 | $28.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 394 | $29.1K | 0.00% | −34−7.9% | Reduced |
| Umb Bank N A | 398 | $29.4K | 0.00% | +160+67.2% | Added |
| South State Corp. | 406 | $29.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 407 | $30.0K | 0.00% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 409 | $30.2K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 533 | $39.3K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 546 | $40.3K | 0.00% | +546 | New |
| AdvisorNet Financial, Inc | 700 | $51.6K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 696 | $52.0K | 0.00% | +2+0.3% | Added |
| Parallel Advisors, LLC | 712 | $52.6K | 0.00% | −322−31.1% | Reduced |
| Nomura Asset Management Co Ltd | 720 | $53.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 723 | $54.0K | 0.03% | −257−26.2% | Reduced |
| Ronald Blue Trust, Inc. | 789 | $55.5K | 0.00% | +215+37.5% | Added |
| nVerses Capital, LLC | 900 | $66.4K | 0.03% | +900 | New |
| Quadrant Capital Group LLC | 941 | $69.4K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $73.8K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,288 | $95.0K | 0.00% | +169+15.1% | Added |
| Signaturefd, LLC | 1,676 | $123.6K | 0.00% | −120−6.7% | Reduced |
| Sage Rock Capital Management LP | 1,800 | $132.8K | 0.60% | −2,100−53.8% | Reduced |
| KBC Group NV | 1,839 | $136.0K | 0.00% | +373+25.4% | Added |
| Shell Asset Management Co | 1,989 | $147.0K | 0.01% | +1,989 | New |
| Versant Capital Management, Inc | 2,015 | $148.6K | 0.03% | +16+0.8% | Added |
| Tower Research Capital LLC (TRC) | 2,088 | $154.0K | 0.00% | −15,937−88.4% | Reduced |
| Global Retirement Partners, LLC | 2,146 | $158.3K | 0.00% | −150−6.5% | Reduced |
| Proequities, Inc. | 2,155 | $159.0K | 0.01% | −119−5.2% | Reduced |
| Farmers & Merchants Investments Inc | 2,452 | $180.9K | 0.01% | −150−5.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,611 | $192.6K | 0.00% | +896+52.2% | Added |
| Spirit of America Management Corp | 2,650 | $195.5K | 0.04% | +250+10.4% | Added |
| Catalyst Funds Management Pty Ltd | 2,700 | $199.2K | 0.04% | +2,400+800.0% | Added |
| Beacon Pointe Advisors, LLC | 2,739 | $202.0K | 0.00% | +2,739 | New |
| Assetmark, Inc | 2,791 | $205.9K | 0.00% | −229−7.6% | Reduced |
| Profund Advisors LLC | 2,800 | $206.5K | 0.01% | +2,800 | New |
| CWM, LLC | 2,852 | $210.0K | 0.00% | +915+47.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,854 | $210.5K | 0.00% | +2,854 | New |
| EntryPoint Capital, LLC | 2,938 | $216.7K | 0.12% | +2,938 | New |
| XTX Topco Ltd | 2,945 | $217.2K | 0.02% | +2,945 | New |
| Captrust Financial Advisors | 2,986 | $220.2K | 0.00% | −1,882−38.7% | Reduced |
| Johnson Investment Counsel Inc | 3,000 | $221.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,000 | $221.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,038 | $224.1K | 0.00% | −2,532−45.5% | Reduced |
| Belpointe Asset Management LLC | 3,112 | $229.5K | 0.01% | +21+0.7% | Added |
| BTC Capital Management, Inc. | 3,118 | $230.0K | 0.02% | +14+0.5% | Added |
| Donoghue Forlines LLC | 3,118 | $230.0K | 0.07% | +3,118 | New |
| Clear Creek Financial Management, LLC | 3,251 | $239.8K | 0.03% | −42−1.3% | Reduced |
| Cable Hill Partners, LLC | 3,306 | $243.9K | 0.02% | −1,645−33.2% | Reduced |
| CI Private Wealth, LLC | 3,327 | $245.4K | 0.00% | +89+2.7% | Added |
| SG Americas Securities, LLC | 3,456 | $255.0K | 0.00% | +1,402+68.3% | Added |
| Avantax Advisory Services, Inc. | 3,536 | $260.8K | 0.00% | −314−8.2% | Reduced |
| TTP Investments, Inc. | 3,603 | $265.7K | 0.09% | +31+0.9% | Added |