Institutional Ownership Southwest Gas Holdings, Inc. (SWX)
This table provides information about the institutional ownership of Southwest Gas Holdings, Inc. (SWX). We have compiled data on the 354 institutions that hold shares in the stock, with a total of 62.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
3,599
shares
|
$277,518
0.0% of portfolio
|
Q2 2025
Added 28.54%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,570
shares
|
$275,282
0.03% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
3,450
shares
|
$266,029
0.05% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
3,445
shares
|
$265,643
0.16% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
3,388
shares
|
$261,248
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,344
shares
|
$257,855
0.02% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,233
shares
|
$249,296
0.0% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,224
shares
|
$248,602
0.0% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,216
shares
|
$247,985
0.0% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,189
shares
|
$245,903
0.0% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,158
shares
|
$243,513
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,103
shares
|
$239,272
0.0% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,016
shares
|
$232,563
0.02% of portfolio
|
Q2 2025
Reduced 20.46%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
3,000
shares
|
$231,330
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
2,983
shares
|
$230,019
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$229,402
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
2,880
shares
|
$222,076
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
2,868
shares
|
$221,151
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,791
shares
|
$215,214
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
2,748
shares
|
$211,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
2,534
shares
|
$195,396
0.0% of portfolio
|
Q2 2025
Reduced 80.89%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,326
shares
|
$179,357
0.01% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$154,220
0.02% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,903
shares
|
$146,740
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,838
shares
|
$141,728
0.0% of portfolio
|
Q2 2025
Added 367.68%
|