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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
142
shares
|
$10,949
0.01% of portfolio
|
Q2 2022
Reduced 14.46%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
131
shares
|
$10,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
130
shares
|
$10,024
0.0% of portfolio
|
Q2 2025
Added 36.84%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
128
shares
|
$9,870
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
104
shares
|
$8,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
92
shares
|
$7,094
0.0% of portfolio
|
Q3 2024
Added 360.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
90
shares
|
$6,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
90
shares
|
$6,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
90
shares
|
$6,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
88
shares
|
$6,785
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
88
shares
|
$6,785
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
70
shares
|
$5,397
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
62
shares
|
$4,780
0.0% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
57
shares
|
$4,395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
57
shares
|
$4,395
0.0% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
56
shares
|
$4,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
55
shares
|
$4,241
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
55
shares
|
$4,241
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
50
shares
|
$3,855
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
48
shares
|
$3,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
47
shares
|
$3,624
0.0% of portfolio
|
Q2 2025
Added 840.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
47
shares
|
$3,624
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
43
shares
|
$3,315
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40
shares
|
$3,084
0.0% of portfolio
|
Q2 2025
Reduced 94.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
39
shares
|
$3,007
0.0% of portfolio
|
Q4 2024
Added 8.33%
|