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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
496
shares
|
$38,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
477
shares
|
$36,781
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
444
shares
|
$34,236
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
440
shares
|
$33,928
0.0% of portfolio
|
Q2 2025
Added 223.53%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
406
shares
|
$31,306
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
386
shares
|
$29,764
0.0% of portfolio
|
Q1 2020
Added 515.54%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
337
shares
|
$25,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
309
shares
|
$23,826
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
300
shares
|
$23,133
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
289
shares
|
$22,284
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
279
shares
|
$21,513
0.0% of portfolio
|
Q2 2023
Added 30.37%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
260
shares
|
$20,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
250
shares
|
$19,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
241
shares
|
$18,583
0.0% of portfolio
|
Q2 2025
Added 382.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
233
shares
|
$17,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
231
shares
|
$17,812
0.0% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
203
shares
|
$15,653
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$15,422
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$15,422
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
180
shares
|
$13,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
170
shares
|
$13,108
0.0% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
162
shares
|
$12,491
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
160
shares
|
$12,337
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
150
shares
|
$11,566
0.0% of portfolio
|
Q4 2021
Added 50.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
148
shares
|
$11,412
0.0% of portfolio
|
Q2 2025
Added 0.68%
|