Southwest Gas HoldingsSWX
13F holders, Q3 2024 (September 30)297holders +12
35new positions
23sold out
8famous investors
$73.76avg. 13F price*
At the end of Q3 2024, 297 institutions reported holding Southwest Gas Holdings Inc. (SWX) in their 13F filings, up 12 from Q2 2024. 35 opened new positions and 23 sold out. The largest holders were Icahn Capital ($813.0M), BlackRock, Inc. ($699.7M) and Vanguard Group Inc. ($491.1M). 8 famous investors held it, including Carl Icahn (8.2% of Icahn Capital's portfolio), Lee Ainslie (2.5% of Maverick Capital's portfolio) and Mario Gabelli (0.6% of GAMCO Investors's portfolio).
- Company
- Southwest Gas Holdings Inc.
- CUSIP
- 844895102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $27.4M |
| Exits | 23 | $17.3M |
All 13F filers, Q2 2024 → Q3 2024: 2,098,306 shares bought and 4,076,208 shares sold, net −1,977,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Icahn Capital | 8.23% | No change | 11,022,604 | $813.0M |
| BlackRock, Inc. | 0.01% | — | 9,485,853 | $699.7M |
| Vanguard Group Inc. | 0.01% | Reduce -6.5% | 6,657,941 | $491.1M |
| Corvex Management LP | 14.41% | No change | 4,769,098 | $351.8M |
| FMR LLC | 0.01% | Reduce -30.8% | 3,216,536 | $237.3M |
| State Street Corp. | 0.01% | Add +1.0% | 2,256,637 | $166.4M |
| Maverick Capital | 2.54% | Add +18.5% | 1,765,148 | $130.2M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 1,450,755 | $107.0M |
| Fuller & Thaler Asset Management, Inc. | 0.41% | Reduce -6.7% | 1,433,146 | $105.7M |
| Channing Capital Management, LLC | 2.39% | Add +6.2% | 1,265,837 | $93.4M |
| River Road Asset Management, LLC | 1.13% | Add +0.0% | 1,172,126 | $86.5M |
| Principal Financial Group Inc. | 0.05% | Reduce -0.6% | 1,146,474 | $84.6M |
| Gabelli Funds LLC | 0.58% | Reduce -3.1% | 1,077,443 | $79.5M |
| Macquarie Group Ltd. | 0.08% | Add +15.2% | 1,047,012 | $77.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 1,002,876 | $74.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.7% | 977,810 | $72.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -18.0% | 863,177 | $63.7M |
| GAMCO Investors | 0.64% | Reduce -1.7% | 852,277 | $62.9M |
| Northern Trust Corp. | 0.01% | Add +0.6% | 720,314 | $53.1M |
| First Trust Advisors LP | 0.05% | Add +2.9% | 680,496 | $50.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +0.9% | 654,930 | $48.3M |
| Norges Bank | 0.01% | No change | 627,505 | $46.3M |
| American Century Companies Inc. | 0.03% | Reduce -32.0% | 610,970 | $45.1M |
| Morgan Stanley | 0.00% | Add +22.3% | 480,303 | $35.4M |
| ProShare Advisors LLC | 0.08% | Reduce -13.5% | 449,740 | $33.2M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -46.9% | 425,000 | $31.3M |
| Sasco Capital Inc. / CT/ | 4.20% | Reduce -14.2% | 380,440 | $28.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.8% | 365,715 | $27.0M |
| Invesco Ltd. | 0.00% | Add +13.7% | 333,954 | $24.6M |
| California Public Employees Retirement System | 0.02% | Reduce -4.2% | 318,498 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 275,816 | $20.3M |
| New York State Common Retirement Fund | 0.03% | Add +3.0% | 267,589 | $19.7M |
| Royal Bank of Canada | 0.00% | Add +65.6% | 222,372 | $16.4M |
| Rhumbline Advisers | 0.01% | Reduce -3.2% | 214,823 | $15.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -35.8% | 208,034 | $15.3M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 199,258 | $14.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -5.1% | 195,538 | $14.4M |
| Longfellow Investment Management Co. LLC | 3.16% | No change | 171,000 | $12.6M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +0.0% | 166,770 | $12.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 153,750 | $11.3M |
| Moody Aldrich Partners LLC | 1.81% | Add +14.7% | 134,573 | $9.9M |
| 13D Management LLC | 7.13% | Add +0.2% | 131,831 | $9.7M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 129,464 | $9.5M |
| Sei Investments Co. | 0.01% | Reduce -18.0% | 128,704 | $9.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.1% | 127,654 | $9.4M |
| Exchange Traded Concepts, LLC | 0.22% | Add +12.9% | 125,914 | $9.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -45.6% | 123,375 | $9.1M |
| Prudential Financial Inc. | 0.01% | Add +1489.0% | 112,310 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Add +26.4% | 112,201 | $8.3M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 112,000 | $8.3M |
| Deutsche Bank AG | 0.00% | Add +116.2% | 111,010 | $8.2M |
| Neuberger Berman Group LLC | 0.01% | Add +62.7% | 105,575 | $7.8M |
| Barclays PLC | 0.00% | Add +192.7% | 105,134 | $7.8M |
| Corebridge Financial, Inc. | 0.04% | Reduce -4.7% | 103,314 | $7.6M |
| UBS Group AG | 0.00% | Add +117.0% | 102,063 | $7.5M |
| Keeley-Teton Advisors, LLC | 0.78% | Reduce -2.7% | 96,474 | $7.1M |
| Raymond James & Associates | 0.00% | Reduce -1.3% | 96,054 | $7.1M |
| Man Group plc | 0.02% | New | 94,047 | $6.9M |
| Millennium Management | 0.01% | Add +147.3% | 92,967 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +32.6% | 92,690 | $6.8M |
| Zimmer Partners, LP | 0.13% | New | 92,500 | $6.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.5% | 90,037 | $6.6M |
| Peregrine Capital Management LLC | 0.19% | Reduce -19.4% | 84,762 | $6.3M |
| Hennessy Advisors Inc. | 0.20% | Reduce -3.6% | 84,517 | $6.2M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +107.4% | 83,306 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.1% | 82,678 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -44.3% | 81,079 | $6.0M |
| HSBC Holdings PLC | 0.00% | Add +1362.9% | 80,533 | $5.9M |
| Sterling Capital Management LLC | 0.07% | — | 78,185 | $5.8M |
| Kennedy Capital Management LLC | 0.12% | Reduce -55.0% | 73,132 | $5.4M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.6% | 73,132 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 73,043 | $5.4M |
| HRT Financial LP | 0.03% | Add +1339.5% | 72,089 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.6% | 64,877 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.3% | 61,997 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.2% | 58,988 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -14.7% | 56,980 | $4.2M |
| Trexquant Investment LP | 0.05% | Reduce -22.3% | 56,952 | $4.2M |
| Ontario Teachers Pension Plan Board | 0.04% | Reduce -50.3% | 55,870 | $4.1M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 54,494 | $4.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -5.2% | 54,226 | $4.0M |
| Citigroup Inc. | 0.00% | Add +234.1% | 53,403 | $3.9M |
| Tudor Investment Corporation | 0.04% | Add +63.9% | 52,268 | $3.9M |
| Maryland State Retirement & Pension System | 0.08% | Reduce -1.0% | 50,829 | $3.7M |
| Phocas Financial Corp. | 0.36% | Reduce -5.8% | 42,825 | $3.2M |
| Redwood Investment Management, LLC | 0.25% | Reduce -7.7% | 37,954 | $2.8M |
| GW&K Investment Management, LLC | 0.02% | Reduce -2.8% | 36,235 | $2.7M |
| Comerica Bank | 0.01% | Add +1.4% | 35,168 | $2.6M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.43% | No change | 34,250 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -5.0% | 33,802 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.2% | 33,335 | $2.5M |
| AQR Capital Management | 0.00% | Add +295.9% | 32,618 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.6% | 32,537 | $2.4M |
| Federated Hermes, Inc. | 0.00% | Add +261.3% | 29,689 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Add +17.4% | 27,689 | $2.0M |
| Amalgamated Bank | 0.02% | Reduce -5.2% | 27,612 | $2.0M |
| South Dakota Investment Council | 0.04% | No change | 27,273 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.2% | 27,243 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +0.6% | 27,125 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +176.4% | 26,535 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +7.1% | 25,687 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -33.5% | 25,337 | $1.9M |
| Holocene Advisors, LP | 0.01% | New | 24,523 | $1.8M |
| Gotham Asset Management | 0.02% | Add +111.7% | 23,787 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +10.3% | 23,525 | $1.7M |
| Walleye Capital LLC | 0.02% | New | 22,304 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.5% | 22,050 | $1.6M |
| Seven Eight Capital, LP | 0.14% | New | 21,780 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,718 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 21,096 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +88.4% | 20,679 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -2.2% | 19,847 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +30.4% | 19,765 | $1.5M |
| Burney Co./ | 0.05% | Reduce -0.3% | 19,347 | $1.4M |
| Ethic Inc. | 0.04% | Reduce -3.2% | 18,698 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.3% | 18,522 | $1.4M |
| Summit Global Investments | 0.09% | New | 18,290 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +245.9% | 18,082 | $1.3M |
| STRS Ohio | 0.01% | Add +2.9% | 17,900 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +75.7% | 17,309 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Add +17.8% | 17,021 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,945 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.08% | Reduce -57.2% | 16,816 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.8% | 16,700 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 16,510 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.13% | Reduce -43.3% | 16,266 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.0% | 15,591 | $1.2M |
| US Bancorp \de | 0.00% | Add +9.3% | 15,364 | $1.1M |
| Caisse de depot et placement du Quebec | 0.00% | New | 14,771 | $1.1M |
| State of Michigan Retirement System | 0.01% | Reduce -1.4% | 14,329 | $1.1M |
| Creative Planning | 0.00% | Reduce -1.8% | 14,229 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +79.6% | 14,180 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.8% | 14,143 | $1.0M |
| Marshall Wace, LLP | 0.00% | Add +40.0% | 13,642 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.6% | 13,356 | $985K |
| New Mexico Educational Retirement Board | 0.03% | No change | 13,300 | $981K |
| ExodusPoint Capital Management, LP | 0.01% | New | 13,301 | $981K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 13,271 | $979K |
| Brevan Howard Capital Management LP | 0.05% | New | 12,804 | $944K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.1% | 12,209 | $901K |
| Guggenheim Capital LLC | 0.01% | Add +22.9% | 12,070 | $890K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 11,909 | $877K |
| Natixis Advisors, LLC | 0.00% | Add +3.2% | 11,644 | $859K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,505 | $849K |
| HighTower Advisors, LLC | 0.00% | Reduce -63.2% | 11,233 | $829K |
| Liberty One Investment Management, LLC | 0.08% | Reduce -4.0% | 10,933 | $806K |
| Intech Investment Management LLC | 0.01% | Add +112.3% | 10,849 | $800K |
| Tidal Investments LLC | 0.01% | Add +49.1% | 10,779 | $795K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 9,939 | $733K |
| Public Employees Retirement System of Ohio | 0.00% | Add +599.0% | 9,877 | $729K |
| Inspire Investing, LLC | 0.07% | Add +98.2% | 9,847 | $726K |
| Graham Capital Management, L.P. | 0.04% | Reduce -32.5% | 9,837 | $726K |
| Teacher Retirement System of Texas | 0.00% | Reduce -40.2% | 9,830 | $725K |
| LPL Financial LLC | 0.00% | Add +12.8% | 9,817 | $724K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.1% | 9,188 | $678K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.0% | 9,182 | $677K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.6% | 8,832 | $651K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 8,700 | $642K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -35.8% | 8,418 | $621K |
| Xponance LLC | 0.01% | Reduce -0.3% | 8,182 | $604K |
| O'Keefe Stevens Advisory, Inc. | 0.18% | New | 8,121 | $599K |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 7,994 | $590K |
| Massachusetts Wealth Management | 0.37% | Reduce -2.8% | 7,915 | $584K |
| Choreo, LLC | 0.01% | Add +5.2% | 7,635 | $562K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.2% | 6,961 | $513K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.9% | 6,795 | $501K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,201 | $457K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -18.1% | 6,096 | $450K |
| Bailard, Inc. | 0.01% | New | 6,000 | $443K |
| Jupiter Asset Management Ltd. | 0.00% | Reduce -29.2% | 5,936 | $438K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.6% | 5,916 | $436K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +10.6% | 5,916 | $436K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 5,875 | $433K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,826 | $430K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.9% | 5,750 | $424K |
| Buckley Wealth Management, LLC | 0.13% | Reduce -5.0% | 5,700 | $420K |
| Cerity Partners LLC | 0.00% | Add +52.5% | 5,586 | $412K |
| Mackenzie Financial Corp. | 0.00% | Add +37.3% | 5,582 | $412K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -41.6% | 5,232 | $386K |
| Systematic Financial Management LP | 0.01% | New | 5,058 | $373K |
| Sherbrooke Park Advisers LLC | 0.08% | Reduce -38.7% | 4,975 | $367K |
| Optas, LLC | 0.08% | No change | 4,757 | $351K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.2% | 4,681 | $345K |
| Ti-Trust, Inc. | 0.24% | No change | 4,615 | $340K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +17.5% | 4,569 | $337K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.1% | 4,543 | $336K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.5% | 4,424 | $329K |
| Fox Run Management, L.L.C. | 0.07% | New | 4,317 | $318K |
| V-Square Quantitative Management LLC | 0.05% | Add +4.8% | 4,303 | $317K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.7% | 4,307 | $317K |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.5% | 4,100 | $302K |
| Atria Investments, Inc | 0.00% | Add +26.9% | 3,999 | $295K |
| Verition Fund Management LLC | 0.00% | New | 3,843 | $283K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Add +32.0% | 3,759 | $277K |
| Inspire Advisors, LLC | 0.03% | New | 3,735 | $275K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,619 | $267K |
| TTP Investments, Inc. | 0.09% | Add +0.9% | 3,603 | $266K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.2% | 3,536 | $261K |
| SG Americas Securities, LLC | 0.00% | Add +68.3% | 3,456 | $255K |
| Corient Private Wealth LP | 0.00% | Add +2.8% | 3,327 | $245K |
| Cable Hill Partners, LLC | 0.02% | Reduce -33.2% | 3,306 | $244K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -1.3% | 3,251 | $240K |
| Donoghue Forlines LLC | 0.07% | New | 3,118 | $230K |
| BTC Capital Management, Inc. | 0.02% | Add +0.5% | 3,118 | $230K |
| Belpointe Asset Management LLC | 0.01% | Add +0.7% | 3,112 | $230K |
| NewEdge Advisors, LLC | 0.00% | Reduce -45.5% | 3,038 | $224K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,000 | $221K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,000 | $221K |
| Captrust Financial Advisors | 0.00% | Reduce -38.7% | 2,986 | $220K |
| XTX Topco Ltd | 0.02% | New | 2,945 | $217K |
| EntryPoint Capital, LLC | 0.12% | New | 2,938 | $217K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,854 | $211K |
| Cwm, LLC | 0.00% | Add +47.2% | 2,852 | $210K |
| Profund Advisors LLC | 0.01% | New | 2,800 | $207K |
| Assetmark, Inc. | 0.00% | Reduce -7.6% | 2,791 | $206K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,739 | $202K |
| Catalyst Funds Management Pty Ltd | 0.04% | Add +800.0% | 2,700 | $199K |
| Spirit of America Management Corp. | 0.04% | Add +10.4% | 2,650 | $195K |
| CIBC Private Wealth Group LLC | 0.00% | Add +52.2% | 2,611 | $193K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -5.8% | 2,452 | $181K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.2% | 2,155 | $159K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.5% | 2,146 | $158K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.4% | 2,088 | $154K |
| Versant Capital Management, Inc | 0.03% | Add +0.8% | 2,015 | $149K |
| Shell Asset Management Co. | 0.01% | — | 1,989 | $147K |
| KBC Group NV | 0.00% | Add +25.4% | 1,839 | $136K |
| Sage Rock Capital Management LP | 0.60% | Reduce -53.9% | 1,800 | $133K |
| Signaturefd, LLC | 0.00% | Reduce -6.7% | 1,676 | $124K |
| CI Investments Inc. | 0.00% | Add +15.1% | 1,288 | $95K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 1,000 | $74K |
| Quadrant Capital Group LLC | 0.00% | No change | 941 | $69K |
| nVerses Capital, LLC | 0.03% | New | 900 | $66K |
| Blue Trust, Inc. | 0.00% | Add +37.5% | 789 | $56K |
| Covestor Ltd | 0.03% | Reduce -26.2% | 723 | $54K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 720 | $53K |
| Parallel Advisors, LLC | 0.00% | Reduce -31.1% | 712 | $53K |
| Van Eck Associates Corp. | 0.00% | Add +0.3% | 696 | $52K |
| AdvisorNet Financial, Inc | 0.00% | No change | 700 | $52K |
| International Assets Investment Management, LLC | 0.00% | No change | 692 | $51K |
| Waldron Private Wealth LLC | 0.00% | New | 546 | $40K |
| Evermay Wealth Management LLC | 0.01% | No change | 533 | $39K |
| Parkside Financial Bank & Trust | 0.00% | No change | 409 | $30K |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 407 | $30K |
| SouthState Bank Corp | 0.00% | No change | 406 | $30K |
| UMB Bank, n.a. | 0.00% | Add +67.2% | 398 | $29K |
| GAMMA Investing LLC | 0.00% | Reduce -7.9% | 394 | $29K |
| IFP Advisors, Inc | 0.00% | No change | 390 | $29K |
| Spire Wealth Management | 0.00% | No change | 335 | $25K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 314 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 300 | $22K |
| Allworth Financial LP | 0.00% | Reduce -0.3% | 293 | $22K |
| Key Financial Inc | 0.00% | No change | 279 | $21K |
| St Germain D J Co. Inc. | 0.00% | No change | 276 | $20K |
| Arax Advisory Partners | 0.00% | No change | 262 | $19K |
| Caitlin John, LLC | 0.01% | Reduce -98.0% | 251 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 253 | $19K |
| Huntington National Bank | 0.00% | Reduce -3.3% | 234 | $17K |
| First PREMIER Bank | 0.00% | No change | 200 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 188 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 180 | $13K |
| LRI Investments, LLC | 0.00% | Reduce -15.3% | 171 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 179 | $13K |
| Bokf, NA | 0.00% | New | 163 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 150 | $11K |
| Alpine Bank Wealth Management | 0.00% | — | 131 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 128 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +147.8% | 114 | $8K |
| Hemington Wealth Management | 0.00% | New | 115 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 100 | $7K |
| Harbour Investments, Inc. | 0.00% | Add +360.0% | 92 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.4% | 80 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -18.9% | 73 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 50 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -33.9% | 43 | $3K |
| Rothschild Investment LLC | 0.00% | Add +14.3% | 40 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -62.1% | 39 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.7% | 38 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.7% | 37 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 37 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 37 | $3K |
| WR Wealth Planners, LLC | 0.00% | Add +5.9% | 36 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -78.0% | 31 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -49.1% | 29 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 28 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 21 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +70.0% | 17 | $1K |
| Lindbrook Capital, LLC | 0.00% | Reduce -17.6% | 14 | $1K |
| Bessemer Group Inc. | 0.00% | New | 20 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 12 | $886 |
| Manchester Capital Management LLC | 0.00% | Reduce -94.1% | 11 | $812 |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $738 |
| Sachetta, LLC | 0.00% | No change | 8 | $591 |
| True Wealth Design, LLC | 0.00% | New | 4 | $296 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $221 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $74 |
| AlphaQuest LLC | 0.00% | New | 1 | $74 |
"% of holder's portfolio" is SWX's weight in each manager's 13F, not the share of Southwest Gas Holdings Inc. the manager owns.