Southwest Gas HoldingsSWX

13F holders, Q4 2024 (December 31)
309holders +12
30new positions
22sold out
9famous investors
$70.71avg. 13F price*

At the end of Q4 2024, 309 institutions reported holding Southwest Gas Holdings Inc. (SWX) in their 13F filings, up 12 from Q3 2024. 30 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($682.4M), Icahn Capital ($681.1M) and Vanguard Group Inc. ($473.5M). 9 famous investors held it, including Carl Icahn (9.2% of Icahn Capital's portfolio), Lee Ainslie (2.3% 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions30$19.8M
Exits22$24.5M

All 13F filers, Q3 2024 → Q4 2024: 4,007,432 shares bought and 3,330,163 shares sold, net +677,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 309 holders

BlackRock, Inc. 0.01% Add +1.7% 9,650,759 $682.4M
Icahn Capital 9.19% Reduce -12.6% 9,632,604 $681.1M
Vanguard Group Inc. 0.01% Add +0.6% 6,696,651 $473.5M
Corvex Management LP 12.27% No change 4,769,098 $337.2M
FMR LLC 0.01% Add +3.3% 3,322,085 $234.9M
State Street Corp. 0.01% Add +4.5% 2,358,066 $166.7M
Maverick Capital 2.31% Add +2.5% 1,809,663 $128.0M
Geode Capital Management, LLC 0.01% Reduce -0.7% 1,440,975 $101.9M
Fuller & Thaler Asset Management, Inc. 0.36% Reduce -6.2% 1,344,737 $95.1M
Channing Capital Management, LLC 2.39% Add +0.3% 1,270,072 $89.8M
River Road Asset Management, LLC 1.09% Reduce -1.4% 1,155,249 $81.7M
Principal Financial Group Inc. 0.04% Reduce -5.8% 1,079,717 $76.3M
Dimensional Fund Advisors LP 0.02% Add +2.7% 1,030,283 $72.9M
Gabelli Funds LLC 0.55% Reduce -4.8% 1,025,788 $72.5M
Macquarie Group Ltd. 0.09% Reduce -2.6% 1,020,212 $72.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.3% 990,723 $70.1M
Zimmer Partners, LP 1.12% Add +884.5% 910,615 $64.4M
Bank of New York Mellon Corp 0.01% Add +5.0% 906,207 $64.1M
Adage Capital Partners Gp, L.L.C. 0.11% Add +111.8% 900,000 $63.6M
GAMCO Investors 0.63% Reduce -1.0% 843,912 $59.7M
Northern Trust Corp. 0.01% Add +13.6% 818,023 $57.8M
Norges Bank 0.01% Add +15.0% 721,413 $51.0M
First Trust Advisors LP 0.04% Reduce -3.2% 658,435 $46.6M
JPMorgan Chase & Co. 0.00% Add +83.3% 505,555 $35.7M
ProShare Advisors LLC 0.08% Add +4.9% 471,659 $33.4M
Morgan Stanley 0.00% Reduce -3.9% 461,702 $32.6M
Goldman Sachs Group Inc. 0.01% Add +0.9% 369,168 $26.1M
Invesco Ltd. 0.00% Add +9.7% 366,475 $25.9M
American Century Companies Inc. 0.01% Reduce -46.1% 329,137 $23.3M
California Public Employees Retirement System 0.01% Reduce -1.8% 312,830 $22.1M
Royal Bank of Canada 0.00% Add +35.0% 300,180 $21.2M
New York State Common Retirement Fund 0.03% Add +4.5% 279,607 $19.8M
Citadel Advisors 0.02% Add +375.4% 270,887 $19.2M
Qube Research & Technologies Ltd 0.03% Add +94.4% 239,824 $17.0M
Tudor Investment Corporation 0.17% Add +328.1% 223,746 $15.8M
Rhumbline Advisers 0.01% Add +1.0% 216,942 $15.3M
UBS Group AG 0.00% Add +108.2% 212,490 $15.0M
Nuveen Asset Management, LLC 0.00% Reduce -2.5% 202,721 $14.3M
Bank of America Corp. 0.00% Reduce -5.8% 187,775 $13.3M
Hotchkis & Wiley Capital Management LLC 0.04% Add +10.4% 184,070 $13.0M
Neuberger Berman Group LLC 0.01% Add +62.3% 171,371 $12.1M
Ameriprise Financial Inc. 0.00% Add +50.5% 168,860 $11.9M
Victory Capital Management Inc. 0.01% Reduce -14.1% 167,998 $11.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +30.2% 166,164 $11.7M
Alliancebernstein L.P. 0.00% Reduce -2.5% 149,888 $10.6M
Jacobs Levy Equity Management, Inc. 0.04% Add +77.3% 147,718 $10.4M
Trexquant Investment LP 0.11% Add +144.3% 139,144 $9.8M
Barclays PLC 0.00% Add +29.4% 135,997 $9.6M
Prudential Financial Inc. 0.01% Add +20.6% 135,490 $9.6M
13D Management LLC 6.92% Add +0.2% 132,109 $9.3M
Moody Aldrich Partners LLC 1.71% Reduce -2.8% 130,871 $9.3M
Legal & General Group Plc 0.00% Add +1.0% 130,788 $9.2M
Exchange Traded Concepts, LLC 0.18% Add +0.9% 127,005 $9.0M
Millennium Management 0.01% Add +29.3% 120,173 $8.5M
Swiss National Bank 0.01% Add +0.7% 112,800 $8.0M
Deutsche Bank AG 0.00% Add +1.1% 112,212 $7.9M
Hennessy Advisors Inc. 0.23% Add +31.1% 110,817 $7.8M
Keeley-Teton Advisors, LLC 0.89% Add +11.8% 107,910 $7.6M
Raymond James Financial Inc. 0.00% — 98,232 $6.9M
Sei Investments Co. 0.01% Reduce -23.8% 98,136 $6.9M
Corebridge Financial, Inc. 0.04% Reduce -5.1% 98,058 $6.9M
State of Wisconsin Investment Board 0.02% Add +2.3% 92,123 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Add +1.8% 84,167 $5.9M
Peregrine Capital Management LLC 0.17% Reduce -3.5% 81,769 $5.8M
Man Group plc 0.02% Reduce -14.9% 79,984 $5.7M
Sterling Capital Management LLC 0.08% Add +1.3% 79,192 $5.6M
Wells Fargo & Company 0.00% Reduce -15.0% 78,777 $5.6M
Citigroup Inc. 0.01% Add +40.0% 74,780 $5.3M
AQR Capital Management 0.01% Add +126.2% 73,778 $5.2M
Retirement Systems of Alabama 0.02% Add +0.2% 73,277 $5.2M
HSBC Holdings PLC 0.00% Reduce -8.7% 73,546 $5.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.7% 71,794 $5.1M
MetLife Investment Management, LLC 0.03% Add +6.5% 69,077 $4.9M
Kennedy Capital Management LLC 0.10% Reduce -10.4% 65,530 $4.6M
Ontario Teachers Pension Plan Board 0.06% Add +15.8% 64,686 $4.6M
New York State Teachers Retirement System 0.01% Reduce -5.0% 58,897 $4.2M
California State Teachers Retirement System 0.00% Reduce -1.1% 53,910 $3.8M
Lazard Asset Management LLC 0.01% Reduce -3.4% 52,362 $3.7M
Maryland State Retirement & Pension System 0.08% Reduce -2.2% 49,711 $3.5M
Jane Street Group, LLC 0.01% Reduce -39.9% 48,716 $3.4M
D. E. Shaw & Co. 0.00% New 48,026 $3.4M
T. Rowe Price Associates Inc. 0.00% Reduce -24.5% 44,553 $3.2M
Jefferies Financial Group Inc. 0.04% New 44,083 $3.1M
Phocas Financial Corp. 0.40% Reduce -0.9% 42,458 $3.0M
Icon Advisers Inc. 0.66% New 41,000 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.0% 34,680 $2.5M
Intech Investment Management LLC 0.02% Add +217.6% 34,460 $2.4M
GW&K Investment Management, LLC 0.02% Reduce -6.0% 34,048 $2.4M
Redwood Investment Management, LLC 0.23% Reduce -11.0% 33,779 $2.4M
Walleye Capital LLC 0.03% Add +51.4% 33,758 $2.4M
Comerica Bank 0.01% Reduce -5.7% 33,181 $2.3M
Verition Fund Management LLC 0.01% Add +735.5% 32,108 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -2.2% 31,834 $2.3M
Susquehanna International Group, LLP 0.00% Add +122.9% 31,604 $2.2M
Bank of Montreal 0.00% Reduce -10.2% 30,364 $2.1M
Federated Hermes, Inc. 0.00% Add +1.4% 30,093 $2.1M
Pathstone Holdings, LLC 0.01% Add +10.6% 30,006 $2.1M
Jones Financial Companies LLLP 0.00% Add +60.7% 27,809 $2.0M
Amalgamated Bank 0.02% No change 27,612 $2.0M
KLP Kapitalforvaltning As 0.01% — 27,400 $1.9M
Public Employees Retirement System of Ohio 0.01% Add +174.8% 27,146 $1.9M
Illinois Municipal Retirement Fund 0.03% No change 26,535 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.6% 26,535 $1.9M
Janus Henderson Group PLC 0.00% Reduce -5.8% 26,089 $1.8M
Edgestream Partners, L.P. 0.07% New 24,595 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -8.3% 23,567 $1.7M
Knights of Columbus Asset Advisors LLC 0.11% Add +33.9% 22,515 $1.6M
Russell Investments Group, Ltd. 0.00% Reduce -5.8% 22,156 $1.6M
Envestnet Asset Management Inc. 0.00% Add +1.7% 21,446 $1.5M
State of Tennessee, Department of Treasury 0.01% Reduce -15.8% 21,339 $1.5M
Twinbeech Capital LP 0.03% New 21,304 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -1.9% 21,298 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -4.3% 21,102 $1.5M
STRS Ohio 0.01% Add +3.4% 18,500 $1.3M
Ameritas Investment Partners, Inc. 0.04% Reduce -0.4% 18,444 $1.3M
Voya Investment Management LLC 0.00% Reduce -7.5% 18,360 $1.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.22% Reduce -47.5% 18,000 $1.3M
Gotham Asset Management 0.01% Reduce -25.7% 17,669 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.8% 16,815 $1.2M
Louisiana State Employees Retirement System 0.02% No change 16,700 $1.2M
Arizona State Retirement System 0.01% Add +0.8% 16,650 $1.2M
South Dakota Investment Council 0.02% Reduce -40.0% 16,373 $1.2M
Ethic Inc. 0.02% Reduce -13.4% 16,189 $1.1M
Glenmede Trust Co. NA 0.01% Reduce -5.0% 16,164 $1.1M
Summit Global Investments 0.07% Reduce -13.1% 15,890 $1.1M
D.A. Davidson & Co. 0.01% Add +1.1% 15,766 $1.1M
Graham Capital Management, L.P. 0.05% Add +54.2% 15,168 $1.1M
Mercer Global Advisors Inc. 0.00% Add +25.6% 14,961 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -25.4% 14,749 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +25.0% 14,377 $1.0M
State of Michigan Retirement System 0.01% Reduce -0.7% 14,229 $1.0M
Thrivent Financial for Lutherans 0.00% Add +0.3% 14,180 $1.0M
Creative Planning 0.00% Reduce -2.8% 13,836 $978K
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -23.8% 13,776 $974K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 13,394 $947K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 13,310 $941K
New Mexico Educational Retirement Board 0.03% No change 13,300 $940K
Police & Firemen's Retirement System of New Jersey 0.01% — 12,972 $917K
Gsa Capital Partners LLP 0.07% New 12,566 $889K
LPL Financial LLC 0.00% Add +25.9% 12,358 $874K
Oregon Public Employees Retirement Fund 0.02% Add +0.7% 12,290 $869K
Squarepoint Ops LLC 0.00% New 12,207 $863K
Fox Run Management, L.L.C. 0.15% Add +178.3% 12,016 $850K
Dynamic Technology Lab Private Ltd 0.13% Reduce -27.6% 11,779 $833K
Teacher Retirement System of Texas 0.00% Add +19.9% 11,784 $833K
O'Keefe Stevens Advisory, Inc. 0.26% Add +45.0% 11,775 $833K
Acadian Asset Management LLC 0.00% New 11,048 $780K
Natixis Advisors, LLC 0.00% Reduce -5.3% 11,023 $779K
Franklin Resources Inc. 0.00% Reduce -47.5% 10,849 $767K
Tower Research Capital LLC (TRC) 0.01% Add +410.2% 10,653 $753K
Mariner, LLC 0.00% Add +2.1% 10,146 $717K
Mackenzie Financial Corp. 0.00% Add +76.8% 9,872 $698K
US Bancorp \de 0.00% Reduce -36.1% 9,820 $694K
Liberty One Investment Management, LLC 0.07% Reduce -13.1% 9,502 $672K
HighTower Advisors, LLC 0.00% Reduce -18.1% 9,203 $651K
Central Pacific Bank - Trust Division 0.09% Add +3.5% 9,000 $636K
Pictet Asset Management Holding SA 0.00% Reduce -2.0% 8,998 $636K
Pacer Advisors, Inc. 0.00% Add +1.7% 8,979 $635K
Bailard, Inc. 0.02% Add +43.3% 8,600 $608K
Xponance LLC 0.01% Add +5.0% 8,588 $607K
Nisa Investment Advisors, LLC 0.00% Reduce -3.5% 8,127 $575K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -12.8% 8,007 $566K
Nomura Holdings Inc. 0.00% New 7,981 $564K
Massachusetts Wealth Management 0.35% No change 7,915 $560K
Cetera Investment Advisers 0.00% Reduce -2.2% 7,817 $553K
State of Alaska, Department of Revenue 0.01% Reduce -1.3% 6,871 $485K
Praxis Investment Management Inc. 0.03% New 6,850 $484K
Choreo, LLC 0.01% Reduce -10.1% 6,863 $482K
Allianz Asset Management GmbH 0.00% New 6,285 $444K
Vestcor Inc 0.01% New 6,123 $433K
Engineers Gate Manager LP 0.01% New 5,957 $421K
Commonwealth Equity Services, LLC 0.00% Add +1.9% 5,861 $414K
Public Employees Retirement Association of Colorado 0.00% No change 5,826 $412K
Inspire Investing, LLC 0.05% Reduce -41.6% 5,748 $406K
Buckley Wealth Management, LLC 0.12% No change 5,700 $403K
Cibc World Markets Corp. 0.00% New 5,700 $403K
PNC Financial Services Group, Inc. 0.00% Reduce -3.9% 5,648 $399K
EntryPoint Capital, LLC 0.17% Add +91.3% 5,622 $398K
Kestra Private Wealth Services, LLC 0.01% Add +6.0% 5,545 $392K
V-Square Quantitative Management LLC 0.06% Add +27.5% 5,487 $388K
Massachusetts Financial Services Co. 0.00% Reduce -99.2% 5,235 $370K
Algert Global LLC 0.01% New 5,201 $368K
Allspring Global Investments Holdings, LLC 0.00% Reduce -14.4% 5,220 $367K
Orion Porfolio Solutions, LLC 0.00% Reduce -17.4% 4,885 $345K
Orion Portfolio Solutions, LLC 0.00% Reduce -17.4% 4,885 $345K
Optas, LLC 0.07% No change 4,757 $336K
Ti-Trust, Inc. 0.22% No change 4,615 $326K
Atria Investments, Inc 0.00% Add +15.2% 4,607 $326K
Securian Asset Management, Inc. 0.01% Reduce -2.7% 4,555 $322K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 4,561 $322K
Balyasny Asset Management L.P. 0.00% Reduce -27.0% 4,524 $320K
Gallagher Fiduciary Advisors, LLC 0.06% Add +16.8% 4,391 $310K
Burney Co./ 0.01% Reduce -77.8% 4,302 $304K
Centiva Capital, LP 0.01% New 4,250 $301K
First Manhattan Co. Llc. 0.00% No change 4,100 $290K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.5% 4,048 $286K
Inspire Advisors, LLC 0.03% Add +7.7% 4,023 $284K
Orca Investment Management, LLC 0.26% New 3,949 $279K
AE Wealth Management LLC 0.00% New 3,893 $275K
Sage Investment Counsel LLC 0.35% — 3,852 $272K
Bokf, NA 0.00% Add +2273.6% 3,869 $265K
Stifel Financial Corp. 0.00% New 3,631 $257K
Marshall Wace, LLP 0.00% Reduce -73.4% 3,631 $257K
TTP Investments, Inc. 0.09% Add +0.8% 3,631 $257K
Atria Wealth Solutions, Inc. 0.00% No change 3,619 $256K
Captrust Financial Advisors 0.00% Add +19.2% 3,558 $252K
Avantax Advisory Services, Inc. 0.00% Reduce -2.5% 3,448 $244K
Clear Creek Financial Management, LLC 0.03% Add +5.4% 3,427 $242K
Holocene Advisors, LP 0.00% Reduce -86.6% 3,279 $232K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.7% 3,245 $229K
Corient Private Wealth LP 0.00% Reduce -3.3% 3,217 $227K
Belpointe Asset Management LLC 0.01% Reduce -0.7% 3,091 $225K
Cerity Partners LLC 0.00% Reduce -45.3% 3,056 $225K
BTC Capital Management, Inc. 0.02% Add +1.7% 3,172 $224K
Spirit of America Management Corp. 0.05% Add +18.9% 3,150 $223K
Sound Income Strategies, LLC 0.01% No change 3,000 $212K
Johnson Investment Counsel Inc. 0.00% No change 3,000 $212K
Brevan Howard Capital Management LP 0.01% Reduce -76.6% 2,996 $212K
NewEdge Advisors, LLC 0.00% Reduce -3.3% 2,938 $208K
Mirae Asset Global Investments Co., Ltd. 0.00% New 2,942 $207K
Cwm, LLC 0.00% Reduce -0.5% 2,838 $201K
KBC Group NV 0.00% Add +54.0% 2,832 $200K
CIBC Private Wealth Group LLC 0.00% Add +5.0% 2,741 $193K
Assetmark, Inc. 0.00% Reduce -2.5% 2,722 $192K
Farmers & Merchants Investments Inc. 0.01% No change 2,452 $173K
Bayforest Capital Ltd 0.19% — 2,097 $148K
Versant Capital Management, Inc 0.03% Add +0.7% 2,030 $144K
Concourse Financial Group Securities, Inc. 0.01% Reduce -9.3% 1,955 $141K
Shell Asset Management Co. 0.01% No change 1,989 $141K
Osaic Holdings, Inc. 0.00% Reduce -56.9% 1,959 $138K
Global Retirement Partners, LLC 0.00% Reduce -11.7% 1,895 $134K
CI Investments Inc. 0.00% Add +42.2% 1,832 $130K
Signaturefd, LLC 0.00% Add +7.1% 1,795 $127K
MAI Capital Management 0.00% New 1,400 $99K
Covestor Ltd 0.05% Add +40.1% 1,013 $72K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $71K
AlphaQuest LLC 0.01% Add +94500.0% 946 $67K
Quadrant Capital Group LLC 0.00% Reduce -0.1% 940 $66K
St Germain D J Co. Inc. 0.00% Add +206.2% 845 $60K
Van Eck Associates Corp. 0.00% Add +4.3% 726 $51K
Nomura Asset Management Co. Ltd. 0.00% No change 720 $51K
Parallel Advisors, LLC 0.00% No change 712 $50K
AdvisorNet Financial, Inc 0.00% Add +0.7% 705 $50K
UMB Bank, n.a. 0.00% Add +48.2% 590 $42K
Evermay Wealth Management LLC 0.01% No change 533 $38K
GAMMA Investing LLC 0.00% Add +23.4% 486 $34K
Fifth Third Bancorp 0.00% Add +1.5% 413 $29K
Parkside Financial Bank & Trust 0.00% No change 409 $29K
SouthState Bank Corp 0.00% No change 406 $29K
IFP Advisors, Inc 0.00% Add +1.0% 394 $28K
Allworth Financial LP 0.00% Add +18.1% 346 $25K
Quarry LP 0.00% New 344 $24K
Blue Trust, Inc. 0.00% Reduce -56.5% 343 $24K
Spire Wealth Management 0.00% No change 335 $24K
Rise Advisors, LLC 0.01% Add +0.6% 316 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 300 $21K
Key Financial Inc 0.00% No change 279 $20K
Caitlin John, LLC 0.01% No change 251 $18K
Steward Partners Investment Advisory, LLC 0.00% Add +33.0% 250 $18K
Bell Investment Advisors, Inc 0.00% Reduce -2.4% 247 $17K
Huntington National Bank 0.00% Add +1.7% 238 $17K
Operose Advisors LLC 0.01% New 233 $16K
Headlands Technologies LLC 0.00% New 209 $15K
First PREMIER Bank 0.00% No change 200 $14K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 180 $13K
LRI Investments, LLC 0.00% No change 171 $12K
Arax Advisory Partners 0.00% Reduce -35.1% 170 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 176 $12K
North Star Investment Management Corp. 0.00% No change 150 $11K
Richards, Merrill & Peterson, Inc. 0.01% — 138 $10K
Bessemer Group Inc. 0.00% Add +515.0% 123 $9K
EverSource Wealth Advisors, LLC 0.00% Add +7.9% 123 $9K
Strategic Investment Solutions, Inc. 0.00% No change 128 $8K
Hemington Wealth Management 0.00% Add +2.6% 118 $8K
Avior Wealth Management, LLC 0.00% No change 100 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $7K
Harbour Investments, Inc. 0.00% No change 92 $7K
Hexagon Capital Partners LLC 0.00% Add +20.6% 88 $6K
MassMutual Private Wealth & Trust, FSB 0.00% No change 80 $6K
Principal Securities, Inc. 0.00% Add +132.3% 72 $5K
Sierra Ocean, LLC 0.00% — 63 $4K
SBI Securities Co., Ltd. 0.00% — 56 $4K
Golden State Wealth Management, LLC 0.00% — 55 $4K
Rothschild Investment LLC 0.00% Add +37.5% 55 $4K
Delta Asset Management LLC 0.00% No change 50 $4K
Capital Advisors, Ltd. LLC 0.00% Add +9.3% 47 $3K
Farther Finance Advisors, LLC 0.00% Add +8.1% 40 $3K
WR Wealth Planners, LLC 0.00% Add +8.3% 39 $3K
JFS Wealth Advisors, LLC 0.00% No change 38 $3K
Financial Perspectives, Inc 0.00% No change 37 $3K
TD Waterhouse Canada Inc. 0.00% New 37 $3K
Smartleaf Asset Management LLC 0.00% Add +105.9% 35 $2K
Colonial Trust Co / SC 0.00% New 33 $2K
Private Wealth Management Group, LLC 0.00% No change 29 $2K
First Horizon Advisors, Inc. 0.00% No change 21 $2K
Lindbrook Capital, LLC 0.00% Add +42.9% 20 $1K
Cranbrook Wealth Management, LLC 0.00% New 17 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.3% 13 $920
Manchester Capital Management LLC 0.00% No change 11 $778
Amundi 0.00% New 10 $703
Physician Wealth Advisors, Inc. 0.00% New 9 $637
Sachetta, LLC 0.00% No change 8 $566
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 8 $566
Lanark Financial, Inc. 0.04% — 5 $391
Global Financial Private Client, LLC 0.00% New 3 $212
Brown Brothers Harriman & Co. 0.00% Reduce -91.9% 3 $212
Parkworth Wealth Management, Inc. 0.00% — 2 $141
Capital A Wealth Management, LLC 0.00% — 1 $71
TFC Financial Management, Inc. 0.00% No change 1 $71

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