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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 3,327 | $245.4K | 0.00% | +89+2.7% | Added |
| Cable Hill Partners, LLC | 3,306 | $243.9K | 0.02% | −1,645−33.2% | Reduced |
| Clear Creek Financial Management, LLC | 3,251 | $239.8K | 0.03% | −42−1.3% | Reduced |
| 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 |
| Belpointe Asset Management LLC | 3,112 | $229.5K | 0.01% | +21+0.7% | Added |
| GWM Advisors LLC | 3,038 | $224.1K | 0.00% | −2,532−45.5% | 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 |
| Captrust Financial Advisors | 2,986 | $220.2K | 0.00% | −1,882−38.7% | Reduced |
| XTX Topco Ltd | 2,945 | $217.2K | 0.02% | +2,945 | New |
| EntryPoint Capital, LLC | 2,938 | $216.7K | 0.12% | +2,938 | New |
| Envestnet Portfolio Solutions, Inc. | 2,854 | $210.5K | 0.00% | +2,854 | New |
| CWM, LLC | 2,852 | $210.0K | 0.00% | +915+47.2% | Added |
| Profund Advisors LLC | 2,800 | $206.5K | 0.01% | +2,800 | New |
| Assetmark, Inc | 2,791 | $205.9K | 0.00% | −229−7.6% | Reduced |
| Beacon Pointe Advisors, LLC | 2,739 | $202.0K | 0.00% | +2,739 | New |
| Catalyst Funds Management Pty Ltd | 2,700 | $199.2K | 0.04% | +2,400+800.0% | Added |
| Spirit of America Management Corp | 2,650 | $195.5K | 0.04% | +250+10.4% | Added |
| CIBC Private Wealth Group, LLC | 2,611 | $192.6K | 0.00% | +896+52.2% | Added |
| Farmers & Merchants Investments Inc | 2,452 | $180.9K | 0.01% | −150−5.8% | Reduced |
| Proequities, Inc. | 2,155 | $159.0K | 0.01% | −119−5.2% | Reduced |
| Global Retirement Partners, LLC | 2,146 | $158.3K | 0.00% | −150−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,088 | $154.0K | 0.00% | −15,937−88.4% | Reduced |
| Versant Capital Management, Inc | 2,015 | $148.6K | 0.03% | +16+0.8% | Added |
| Shell Asset Management Co | 1,989 | $147.0K | 0.01% | +1,989 | New |
| KBC Group NV | 1,839 | $136.0K | 0.00% | +373+25.4% | Added |
| Sage Rock Capital Management LP | 1,800 | $132.8K | 0.60% | −2,100−53.8% | Reduced |
| Signaturefd, LLC | 1,676 | $123.6K | 0.00% | −120−6.7% | Reduced |
| Ci Investments Inc. | 1,288 | $95.0K | 0.00% | +169+15.1% | Added |
| Trifecta Capital Advisors, LLC | 1,000 | $73.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 941 | $69.4K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $66.4K | 0.03% | +900 | New |
| Ronald Blue Trust, Inc. | 789 | $55.5K | 0.00% | +215+37.5% | Added |
| Covestor Ltd | 723 | $54.0K | 0.03% | −257−26.2% | Reduced |
| Nomura Asset Management Co Ltd | 720 | $53.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 712 | $52.6K | 0.00% | −322−31.1% | Reduced |
| Van Eck Associates Corp | 696 | $52.0K | 0.00% | +2+0.3% | Added |
| AdvisorNet Financial, Inc | 700 | $51.6K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 546 | $40.3K | 0.00% | +546 | New |
| Evermay Wealth Management LLC | 533 | $39.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 409 | $30.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 407 | $30.0K | 0.00% | −1−0.2% | Reduced |
| South State Corp. | 406 | $29.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 398 | $29.4K | 0.00% | +160+67.2% | Added |
| GAMMA Investing LLC | 394 | $29.1K | 0.00% | −34−7.9% | Reduced |
| IFP Advisors, Inc | 390 | $28.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 335 | $24.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 314 | $23.1K | 0.01% | +3+1.0% | Added |
| Glass Jacobson Investment Advisors llc | 300 | $22.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 293 | $21.6K | 0.00% | −1−0.3% | Reduced |
| Key Financial Inc | 279 | $20.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 276 | $20.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 262 | $19.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 251 | $19.2K | 0.01% | −12,226−98.0% | Reduced |
| Bell Investment Advisors, Inc | 253 | $18.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 234 | $17.3K | 0.00% | −8−3.3% | Reduced |
| First PREMIER Bank | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 188 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180 | $13.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $13.0K | 0.00% | −31−15.3% | Reduced |
| Harbor Capital Advisors, Inc. | 179 | $13.0K | 0.00% | +179 | New |
| Bokf, NA | 163 | $11.8K | 0.00% | +163 | New |
| North Star Investment Management Corp. | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 131 | $9.66K | 0.00% | +131 | New |
| Strategic Investment Solutions, Inc. | 128 | $9.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 114 | $8.41K | 0.00% | +68+147.8% | Added |
| Hemington Wealth Management | 115 | $8.00K | 0.00% | +115 | New |
| 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 |
| Harbour Investments, Inc. | 92 | $6.79K | 0.00% | +72+360.0% | Added |
| Massmutual Trust Co FSB | 80 | $5.90K | 0.00% | +23+40.4% | Added |
| Hexagon Capital Partners LLC | 73 | $5.38K | 0.00% | −17−18.9% | Reduced |
| Delta Asset Management LLC | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | −22−33.8% | Reduced |
| Rothschild Investment LLC | 40 | $2.95K | 0.00% | +5+14.3% | Added |
| Cullen/Frost Bankers, Inc. | 39 | $2.88K | 0.00% | −64−62.1% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $2.80K | 0.00% | +1+2.7% | Added |
| Farther Finance Advisors, LLC | 37 | $2.73K | 0.00% | +2+5.7% | Added |
| Financial Perspectives, Inc | 37 | $2.73K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 37 | $2.73K | 0.00% | +37 | New |
| WR Wealth Planners, LLC | 36 | $2.65K | 0.00% | +2+5.9% | Added |
| Principal Securities, Inc. | 31 | $2.29K | 0.00% | −110−78.0% | Reduced |
| Private Wealth Management Group, LLC | 29 | $2.14K | 0.00% | −28−49.1% | Reduced |
| Capital Performance Advisors LLP | 28 | $2.06K | 0.00% | +28 | New |
| First Horizon Advisors, Inc. | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $1.27K | 0.00% | +7+70.0% | Added |
| Lindbrook Capital, LLC | 14 | $1.03K | 0.00% | −3−17.6% | Reduced |
| Bessemer Group Inc | 20 | $1.00K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $886 | 0.00% | +2+20.0% | Added |
| Manchester Capital Management LLC | 11 | $812 | 0.00% | −175−94.1% | Reduced |
| SJS Investment Consulting Inc. | 10 | $738 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $591 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $296 | 0.00% | +4 | New |
| Claris Advisors, LLC | 3 | $221 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $74 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $74 | 0.00% | +1 | New |
| Truist Financial Corp | 0 | $0 | 0.00% | −82,011−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −78,967−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,642−100.0% | Sold out |