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 367 institutions that hold shares in the stock, with a total of 59.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
63
shares
|
$5,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
62
shares
|
$4,929
0.0% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
57
shares
|
$4,531
0.0% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
56
shares
|
$4,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
55
shares
|
$4,372
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
54
shares
|
$4,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
50
shares
|
$3,975
0.0% of portfolio
|
Q1 2025
Reduced 59.35%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
50
shares
|
$3,975
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
47
shares
|
$3,736
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
47
shares
|
$3,736
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
39
shares
|
$3,100
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
38
shares
|
$3,021
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
37
shares
|
$2,941
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
30
shares
|
$2,385
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
30
shares
|
$2,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
30
shares
|
$2,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
29
shares
|
$2,305
0.0% of portfolio
|
Q3 2024
Reduced 49.12%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25
shares
|
$1,987
0.0% of portfolio
|
Q3 2022
Reduced 24.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$1,828
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
23
shares
|
$1,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
21
shares
|
$1,669
0.0% of portfolio
|
Q2 2023
Added 31.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20
shares
|
$1,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$1,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
18
shares
|
$1,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
15
shares
|
$1,192
0.0% of portfolio
|
Q1 2025
New holding
|