Southwest Gas HoldingsSWX

13F holders, Q2 2024 (June 30)
285holders
36new positions
37sold out
8famous investors
$70.38avg. 13F price*

At the end of Q2 2024, 285 institutions reported holding Southwest Gas Holdings Inc. (SWX) in their 13F filings, unchanged from Q1 2024. 36 opened new positions and 37 sold out. The largest holders were Icahn Capital ($775.8M), BlackRock Inc. ($625.8M) and Vanguard Group Inc. ($501.3M). 8 famous investors held it, including Carl Icahn (7.2% of Icahn Capital's portfolio), Lee Ainslie (2.0% of Maverick Capital's portfolio) and Mario Gabelli (0.7% of GAMCO Investors's portfolio).

Company
Southwest Gas Holdings Inc.
CUSIP
844895102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 285Q1 2024Q2 2024: 285Q2 2024Q3 2024: 297Q3 2024Q4 2024: 309Q4 2024Q1 2025: 347Q1 2025Q2 2025: 328Q2 2025Q3 2025: 334Q3 2025Q4 2025: 353Q4 2025Q1 2026: 398Q1 2026Q2 2026: 411Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions36$33.3M
Exits37$81.7M

All 13F filers, Q1 2024 → Q2 2024: 3,207,918 shares bought and 3,159,369 shares sold, net +48,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 285 holders

Icahn Capital 7.15% No change 11,022,604 $775.8M
BlackRock Inc. 0.01% Reduce -0.2% 8,891,658 $625.8M
Vanguard Group Inc. 0.01% Reduce -0.4% 7,123,294 $501.3M
Corvex Management LP 15.85% No change 4,769,098 $335.6M
FMR LLC 0.02% Add +51.9% 4,646,739 $327.0M
State Street Corp. 0.01% Add +0.2% 2,234,624 $157.3M
Fuller & Thaler Asset Management, Inc. 0.46% Reduce -18.0% 1,535,422 $108.1M
Maverick Capital 1.99% Reduce -10.3% 1,489,156 $104.8M
Geode Capital Management, LLC 0.01% Add +3.4% 1,430,833 $100.7M
Channing Capital Management, LLC 2.30% Reduce -4.3% 1,191,895 $83.9M
River Road Asset Management, LLC 1.18% Add +1.1% 1,171,769 $82.5M
Principal Financial Group Inc. 0.05% Reduce -3.7% 1,153,077 $81.2M
Gabelli Funds LLC 0.60% Reduce -9.1% 1,112,021 $78.3M
Bank of New York Mellon Corp 0.01% Add +6.9% 1,053,094 $74.1M
Dimensional Fund Advisors LP 0.02% Add +9.4% 985,566 $69.4M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 942,704 $66.3M
Macquarie Group Ltd. 0.07% Reduce -2.9% 909,118 $64.0M
American Century Companies Inc. 0.04% Reduce -9.2% 898,709 $63.3M
GAMCO Investors 0.66% Reduce -2.5% 867,406 $61.0M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -20.0% 800,000 $56.3M
Northern Trust Corp. 0.01% Add +3.0% 716,007 $50.4M
First Trust Advisors LP 0.05% Reduce -25.3% 661,534 $46.6M
Massachusetts Financial Services Co. 0.01% Add +2.7% 648,871 $45.7M
Norges Bank 0.01% Add +0.8% 627,505 $44.2M
ProShare Advisors LLC 0.10% Reduce -17.4% 520,018 $36.6M
Sasco Capital Inc. / CT/ 4.40% Reduce -0.0% 443,390 $31.2M
Morgan Stanley 0.00% Add +0.6% 392,671 $27.6M
Goldman Sachs Group Inc. 0.01% Reduce -33.6% 376,194 $26.5M
California Public Employees Retirement System 0.02% Reduce -3.4% 332,616 $23.4M
Nuveen Asset Management, LLC 0.01% Add +85.9% 323,797 $22.8M
JPMorgan Chase & Co. 0.00% Add +0.6% 315,531 $22.2M
Invesco Ltd. 0.00% Add +4.4% 293,817 $20.7M
New York State Common Retirement Fund 0.02% Reduce -5.4% 259,731 $18.3M
Qube Research & Technologies Ltd 0.03% Add +72.7% 226,839 $16.0M
Rhumbline Advisers 0.01% Reduce -0.6% 221,976 $15.6M
Bank of America Corp. 0.00% Reduce -17.1% 216,580 $15.2M
Victory Capital Management Inc. 0.01% Add +41.9% 206,114 $14.5M
Longfellow Investment Management Co. LLC 3.02% No change 171,000 $12.0M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -8.4% 166,740 $11.7M
Kennedy Capital Management LLC 0.24% Reduce -5.5% 162,695 $11.5M
Sei Investments Co. 0.02% Reduce -8.6% 156,958 $11.0M
Alliancebernstein L.P. 0.00% Add +20.4% 155,863 $11.0M
Jane Street Group, LLC 0.01% Add +544.7% 145,546 $10.2M
Royal Bank of Canada 0.00% Add +309.9% 134,319 $9.5M
13D Management LLC 6.76% Add +16.1% 131,625 $9.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +60.0% 127,528 $9.0M
Legal & General Group Plc 0.00% Add +19.5% 125,709 $8.8M
Moody Aldrich Partners LLC 1.61% Reduce -6.1% 117,346 $8.3M
Swiss National Bank 0.01% No change 112,900 $7.9M
Ontario Teachers Pension Plan Board 0.08% New 112,391 $7.9M
Exchange Traded Concepts, LLC 0.20% Add +10.9% 111,526 $7.8M
Corebridge Financial, Inc. 0.04% — 108,457 $7.6M
Peregrine Capital Management LLC 0.22% Reduce -0.3% 105,219 $7.4M
Keeley-Teton Advisors, LLC 0.89% Reduce -1.9% 99,176 $7.0M
Raymond James & Associates 0.00% Reduce -6.2% 97,349 $6.9M
State of Wisconsin Investment Board 0.02% Add +47.0% 91,421 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 88,783 $6.2M
Hennessy Advisors Inc. 0.23% Add +19.1% 87,717 $6.2M
CANADA LIFE ASSURANCE Co 0.01% Add +7.6% 85,365 $6.0M
Truist Financial Corp. 0.01% Reduce -19.7% 82,011 $5.8M
Wellington Management Group LLP 0.00% Reduce -28.0% 78,967 $5.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.4% 76,251 $5.4M
Retirement Systems of Alabama 0.02% Reduce -1.5% 74,305 $5.2M
Trexquant Investment LP 0.08% New 73,322 $5.2M
Wells Fargo & Company 0.00% Reduce -1.5% 69,873 $4.9M
Citadel Advisors 0.00% Reduce -18.1% 66,807 $4.7M
MetLife Investment Management, LLC 0.03% Add +3.5% 65,920 $4.6M
Neuberger Berman Group LLC 0.00% Add +0.4% 64,903 $4.6M
New York State Teachers Retirement System 0.01% Add +10.4% 62,197 $4.4M
T. Rowe Price Associates Inc. 0.00% Add +2.0% 57,734 $4.1M
Lazard Asset Management LLC 0.01% New 57,189 $4.0M
California State Teachers Retirement System 0.00% Reduce -2.7% 56,176 $4.0M
Deutsche Bank AG 0.00% Reduce -5.8% 51,349 $3.6M
Maryland State Retirement & Pension System 0.07% No change 51,330 $3.6M
UBS Group AG 0.00% Reduce -48.5% 47,035 $3.3M
Phocas Financial Corp. 0.37% Reduce -1.9% 45,482 $3.2M
Redwood Investment Management, LLC 0.25% Reduce -4.9% 41,138 $2.9M
Jacobs Levy Equity Management, Inc. 0.01% New 40,175 $2.8M
Knights of Columbus Asset Advisors LLC 0.18% Add +1.1% 39,315 $2.8M
State of Tennessee, Department of Treasury 0.01% Add +4.1% 38,104 $2.7M
Bank of Montreal 0.00% Reduce -4.6% 35,562 $2.7M
Millennium Management 0.00% Add +266.0% 37,595 $2.6M
GW&K Investment Management, LLC 0.02% Reduce -5.0% 37,268 $2.6M
Barclays PLC 0.00% Reduce -64.3% 35,922 $2.5M
Comerica Bank 0.01% Reduce -13.1% 34,675 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -3.7% 34,470 $2.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.40% No change 34,250 $2.4M
Tudor Investment Corporation 0.03% New 31,891 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 31,699 $2.2M
HighTower Advisors, LLC 0.00% Reduce -5.0% 30,496 $2.1M
Amalgamated Bank 0.02% Reduce -7.7% 29,136 $2.1M
Dynamic Technology Lab Private Ltd 0.23% New 28,675 $2.0M
South Dakota Investment Council 0.04% Reduce -0.1% 27,273 $1.9M
Pathstone Holdings, LLC 0.01% Add +4.0% 26,960 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -7.7% 25,191 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -44.4% 25,177 $1.8M
Ensign Peak Advisors, Inc 0.00% Add +23.8% 23,987 $1.7M
Janus Henderson Group PLC 0.00% Reduce -23.8% 23,592 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 21,718 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -8.2% 21,467 $1.5M
Russell Investments Group, Ltd. 0.00% Add +24.3% 21,325 $1.5M
Voya Investment Management LLC 0.00% Add +0.1% 20,286 $1.4M
Burney Co./ 0.05% Reduce -6.8% 19,403 $1.4M
Ethic Inc. 0.03% Add +3.4% 19,324 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.7% 18,773 $1.3M
Tower Research Capital LLC (TRC) 0.02% Add +967.2% 18,025 $1.3M
STRS Ohio 0.00% Add +29.9% 17,400 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.7% 17,000 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +32.4% 16,945 $1.2M
D.A. Davidson & Co. 0.01% Add +3.0% 16,591 $1.2M
Teacher Retirement System of Texas 0.01% Add +133.0% 16,447 $1.2M
Arizona State Retirement System 0.01% Add +2.0% 16,043 $1.1M
Citigroup Inc. 0.00% Add +19.3% 15,985 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -58.3% 15,154 $1.1M
Graham Capital Management, L.P. 0.06% Reduce -11.1% 14,568 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -3.4% 14,546 $1.0M
State of Michigan Retirement System 0.01% Reduce -1.4% 14,529 $1.0M
Creative Planning 0.00% Add +4.2% 14,484 $1.0M
Glenmede Trust Co. NA 0.01% Add +1.1% 14,449 $1.0M
US Bancorp \de 0.00% Add +0.4% 14,061 $990K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 13,437 $946K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.4% 13,343 $939K
New Mexico Educational Retirement Board 0.03% No change 13,300 $936K
Nisa Investment Advisors, LLC 0.01% Reduce -8.6% 13,106 $922K
Squarepoint Ops LLC 0.00% New 12,642 $890K
Caitlin John, LLC 0.64% New 12,477 $878K
Oregon Public Employees Retirement Fund 0.02% Reduce -16.1% 12,469 $878K
Mercer Global Advisors Inc. 0.00% Add +0.2% 11,822 $832K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.0% 11,505 $810K
Liberty One Investment Management, LLC 0.09% Reduce -7.7% 11,391 $802K
Eisler Capital (US) LLC 0.15% Add +19.1% 11,381 $801K
Natixis Advisors, LLC 0.00% Reduce -1.3% 11,279 $794K
Gotham Asset Management 0.01% Reduce -48.4% 11,234 $791K
Franklin Resources Inc. 0.00% Add +134.8% 10,974 $772K
Mariner, LLC 0.00% Add +4.7% 9,954 $701K
Jones Financial Companies LLLP 0.00% Add +107.1% 9,854 $694K
Guggenheim Capital LLC 0.01% Reduce -9.0% 9,822 $691K
Marshall Wace, LLP 0.00% Reduce -47.7% 9,743 $686K
Illinois Municipal Retirement Fund 0.01% No change 9,599 $676K
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.4% 9,174 $645K
Pacer Advisors, Inc. 0.00% Add +1.3% 9,072 $638K
Pictet Asset Management Holding SA 0.00% Reduce -2.2% 8,998 $633K
Kestra Private Wealth Services, LLC 0.01% New 8,954 $630K
LPL Financial LLC 0.00% Add +2.0% 8,706 $613K
Central Pacific Bank - Trust Division 0.08% No change 8,700 $612K
Jupiter Asset Management Ltd. 0.01% New 8,379 $590K
AQR Capital Management 0.00% Add +52.8% 8,239 $580K
Federated Hermes, Inc. 0.00% Add +23.8% 8,218 $578K
Xponance LLC 0.01% Reduce -6.7% 8,206 $578K
Massachusetts Wealth Management 0.38% No change 8,140 $573K
Sherbrooke Park Advisers LLC 0.10% New 8,115 $571K
Cetera Investment Advisers 0.00% Reduce -13.6% 7,912 $557K
Susquehanna International Group, LLP 0.00% Add +2.8% 7,895 $556K
Capstone Investment Advisors, LLC 0.02% New 7,514 $529K
Allspring Global Investments Holdings, LLC 0.00% Add +99.8% 7,442 $524K
Tidal Investments LLC 0.01% New 7,229 $509K
Choreo, LLC 0.01% New 7,261 $503K
Prudential Financial Inc. 0.00% Reduce -59.4% 7,068 $497K
Axq Capital, LP 0.12% Reduce -16.2% 7,061 $497K
Osaic Holdings, Inc. 0.00% Add +27.8% 6,998 $493K
TCTC Holdings, LLC 0.02% No change 7,000 $493K
Raymond James Financial Services Advisors, Inc. 0.00% Add +13.3% 6,998 $493K
State of Alaska, Department of Revenue 0.01% No change 6,491 $456K
Inceptionr LLC 0.13% Reduce -48.1% 6,389 $450K
PNC Financial Services Group, Inc. 0.00% Add +20.1% 6,015 $423K
Janney Montgomery Scott LLC 0.00% Reduce -17.6% 6,010 $423K
Buckley Wealth Management, LLC 0.13% No change 6,000 $422K
Public Employees Retirement Association of Colorado 0.00% No change 5,826 $410K
Algert Global LLC 0.01% New 5,773 $406K
NewEdge Advisors, LLC 0.00% Add +11040.0% 5,570 $392K
HSBC Holdings PLC 0.00% Add +24.0% 5,505 $390K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.1% 5,347 $376K
Orion Portfolio Solutions, LLC 0.00% Reduce -6.1% 5,347 $376K
Pearl River Capital, LLC 0.06% New 5,263 $370K
Y-Intercept (Hong Kong) Ltd 0.02% New 5,228 $368K
Intech Investment Management LLC 0.00% New 5,109 $360K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 5,093 $358K
HRT Financial LP 0.00% Reduce -17.3% 5,008 $352K
Inspire Investing, LLC 0.04% Add +5.2% 4,968 $350K
Cable Hill Partners, LLC 0.04% New 4,951 $348K
Susquehanna Fundamental Investments, LLC 0.01% New 4,934 $347K
Captrust Financial Advisors 0.00% Add +0.6% 4,868 $343K
Securian Asset Management, Inc. 0.01% Reduce -2.0% 4,785 $337K
Optas, LLC 0.09% Reduce -0.2% 4,757 $335K
Ti-Trust, Inc. 0.25% No change 4,615 $325K
Systematic Portfolios LLC 2.14% New 4,369 $307K
Lanark Financial, Inc. 0.03% Add +19.8% 4,338 $305K
First Manhattan Co. Llc. 0.00% Reduce -8.2% 4,250 $299K
O'shaughnessy Asset Management, LLC 0.00% Add +55.2% 4,117 $290K
Kapitalo Investimentos Ltda 0.09% Reduce -21.8% 4,110 $289K
V-Square Quantitative Management LLC 0.05% Add +8.8% 4,104 $289K
Mackenzie Financial Corp. 0.00% No change 4,066 $286K
Sage Rock Capital Management LP 1.05% Reduce -50.6% 3,900 $274K
Crossmark Global Holdings, Inc. 0.01% Reduce -13.4% 3,888 $274K
Avantax Advisory Services, Inc. 0.00% New 3,850 $271K
Camelot Portfolios, LLC 0.15% Reduce -18.3% 3,789 $267K
Cerity Partners LLC 0.00% Reduce -26.9% 3,663 $258K
Atria Wealth Solutions, Inc. 0.00% Reduce -5.2% 3,619 $255K
TTP Investments, Inc. 0.09% Add +0.8% 3,572 $251K
Clear Creek Financial Management, LLC 0.03% Add +12.2% 3,293 $232K
Corient Private Wealth LP 0.00% Add +0.3% 3,238 $228K
Dark Forest Capital Management LP 0.04% New 3,209 $226K
Atria Investments, Inc 0.00% New 3,151 $222K
BTC Capital Management, Inc. 0.02% Reduce -7.0% 3,104 $218K
Belpointe Asset Management LLC 0.02% Add +0.6% 3,091 $218K
Assetmark, Inc. 0.00% Add +8.9% 3,020 $213K
Sound Income Strategies, LLC 0.01% No change 3,000 $211K
Johnson Investment Counsel Inc. 0.00% No change 3,000 $211K
Cresset Asset Management, LLC 0.00% Reduce -13.4% 2,974 $209K
Martingale Asset Management L P 0.00% New 2,966 $209K
Gallagher Fiduciary Advisors, LLC 0.04% New 2,848 $200K
Farmers & Merchants Investments Inc. 0.01% No change 2,602 $183K
Headlands Technologies LLC 0.02% New 2,582 $182K
Spirit of America Management Corp. 0.03% No change 2,400 $169K
Global Retirement Partners, LLC 0.01% Add +38.3% 2,296 $162K
Concourse Financial Group Securities, Inc. 0.01% Reduce -46.4% 2,274 $160K
SG Americas Securities, LLC 0.00% Reduce -17.1% 2,054 $145K
Versant Capital Management, Inc 0.04% No change 1,999 $141K
Cwm, LLC 0.00% Add +1.8% 1,937 $136K
Signaturefd, LLC 0.00% No change 1,796 $126K
CIBC Private Wealth Group LLC 0.00% Add +93.8% 1,715 $120K
KBC Group NV 0.00% No change 1,466 $103K
Public Employees Retirement System of Ohio 0.00% Reduce -6.4% 1,413 $99K
CI Investments Inc. 0.00% Reduce -1.6% 1,119 $79K
Parallel Advisors, LLC 0.00% Add +2.4% 1,034 $73K
Ashton Thomas Private Wealth, LLC 0.00% New 1,020 $72K
Trifecta Capital Advisors, LLC 0.02% No change 1,000 $70K
Covestor Ltd 0.04% Reduce -32.0% 980 $69K
Quadrant Capital Group LLC 0.00% Add +0.4% 941 $66K
Nomura Asset Management Co. Ltd. 0.00% No change 720 $51K
AdvisorNet Financial, Inc 0.00% Reduce -1.7% 700 $49K
Van Eck Associates Corp. 0.00% Add +10.2% 694 $49K
International Assets Investment Management, LLC 0.00% New 692 $49K
Blue Trust, Inc. 0.00% Add +96.6% 574 $44K
Evermay Wealth Management LLC 0.01% No change 533 $38K
GAMMA Investing LLC 0.00% Add +154.8% 428 $30K
Parkside Financial Bank & Trust 0.00% No change 409 $29K
Fifth Third Bancorp 0.00% Add +14.3% 408 $29K
SouthState Bank Corp 0.00% No change 406 $29K
IFP Advisors, Inc 0.00% No change 390 $27K
Spire Wealth Management 0.00% New 335 $24K
Rise Advisors, LLC 0.01% Add +1.0% 311 $22K
Allworth Financial LP 0.00% Reduce -90.5% 294 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 300 $21K
Catalyst Funds Management Pty Ltd 0.01% Reduce -92.7% 300 $21K
Key Financial Inc 0.00% No change 279 $20K
St Germain D J Co. Inc. 0.00% No change 276 $19K
Arax Advisory Partners 0.00% New 262 $18K
Bell Investment Advisors, Inc 0.00% Add +14.0% 253 $18K
Huntington National Bank 0.00% Add +3.4% 242 $17K
UMB Bank, n.a. 0.00% Add +10.7% 238 $17K
Geneos Wealth Management Inc. 0.00% Add +0.9% 222 $16K
LRI Investments, LLC 0.00% New 202 $14K
First PREMIER Bank 0.00% No change 200 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 188 $13K
Manchester Capital Management LLC 0.00% Add +1590.9% 186 $13K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 180 $13K
Unique Wealth Strategies, LLC 0.01% New 162 $12K
North Star Investment Management Corp. 0.00% No change 150 $11K
Principal Securities, Inc. 0.00% Add +4.4% 141 $10K
Strategic Investment Solutions, Inc. 0.00% — 128 $9K
Cullen/Frost Bankers, Inc. 0.00% Reduce -32.7% 103 $7K
Avior Wealth Management, LLC 0.00% Add +809.1% 100 $7K
Hexagon Capital Partners LLC 0.00% Reduce -46.4% 90 $6K
SWS Partners 0.00% New 76 $5K
Capital Advisors, Ltd. LLC 0.00% Add +51.2% 65 $5K
Private Wealth Management Group, LLC 0.00% Add +96.5% 57 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 57 $4K
Delta Asset Management LLC 0.00% No change 50 $4K
EverSource Wealth Advisors, LLC 0.00% Add +170.6% 46 $3K
JFS Wealth Advisors, LLC 0.00% Add +5.7% 37 $3K
Financial Perspectives, Inc 0.00% No change 37 $3K
Rothschild Investment LLC 0.00% Add +600.0% 35 $2K
Farther Finance Advisors, LLC 0.00% Add +16.7% 35 $2K
WR Wealth Planners, LLC 0.00% Reduce -15.0% 34 $2K
First Horizon Advisors, Inc. 0.00% No change 21 $1K
Triad Wealth Partners, LLC 0.00% New 20 $1K
Harbour Investments, Inc. 0.00% No change 20 $1K
Lindbrook Capital, LLC 0.00% No change 17 $1K
Whittier Trust Co. 0.00% No change 14 $985
Twin Tree Management, LP 0.00% New 12 $845
Smartleaf Asset Management LLC 0.00% Add +66.7% 10 $724
SJS Investment Consulting Inc. 0.00% No change 10 $704
DiNuzzo Private Wealth, Inc. 0.00% Add +11.1% 10 $704
Sachetta, LLC 0.00% No change 8 $590

"% of holder's portfolio" is SWX's weight in each manager's 13F, not the share of Southwest Gas Holdings Inc. the manager owns.