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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
38
shares
|
$2,930
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
37
shares
|
$2,853
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
35
shares
|
$2,698
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
30
shares
|
$2,313
0.0% of portfolio
|
Q2 2025
Added 193.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
30
shares
|
$2,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
29
shares
|
$2,236
0.0% of portfolio
|
Q3 2024
Reduced 49.12%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25
shares
|
$1,927
0.0% of portfolio
|
Q3 2022
Reduced 24.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$1,773
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
17
shares
|
$1,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
16
shares
|
$1,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16
shares
|
$1,233
0.0% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
15
shares
|
$1,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
13
shares
|
$1,002
0.0% of portfolio
|
Q2 2025
Reduced 94.54%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$925
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
11
shares
|
$848
0.0% of portfolio
|
Q3 2024
Reduced 94.09%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$693
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
5
shares
|
$385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
5
shares
|
$385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$385
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$231
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2
shares
|
$154
0.0% of portfolio
|
Q2 2025
Reduced 99.61%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2025
New holding
|