Southwest Gas HoldingsSWX

13F holders, Q1 2025 (March 31)
347holders +38
58new positions
21sold out
9famous investors
$71.80avg. 13F price*

At the end of Q1 2025, 347 institutions reported holding Southwest Gas Holdings Inc. (SWX) in their 13F filings, up 38 from Q4 2024. 58 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($694.2M), Icahn Capital ($540.8M) and Vanguard Group Inc. ($475.7M). 9 famous investors held it, including Carl Icahn (7.2% of Icahn Capital's portfolio), Lee Ainslie (2.4% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions58$43.2M
Exits21$13.8M

All 13F filers, Q4 2024 → Q1 2025: 3,574,208 shares bought and 4,583,058 shares sold, net −1,008,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

BlackRock, Inc. 0.01% Add +0.2% 9,667,979 $694.2M
Icahn Capital 7.22% Reduce -21.8% 7,532,604 $540.8M
Vanguard Group Inc. 0.01% Reduce -1.1% 6,625,262 $475.7M
Corvex Management LP 13.29% No change 4,769,098 $342.4M
FMR LLC 0.02% Add +1.7% 3,378,963 $242.6M
State Street Corp. 0.01% Reduce -0.9% 2,335,762 $167.7M
Maverick Capital 2.36% Add +0.9% 1,826,557 $131.1M
Adage Capital Partners Gp, L.L.C. 0.21% Add +72.2% 1,550,000 $111.3M
Geode Capital Management, LLC 0.01% Add +3.4% 1,490,087 $107.0M
Fuller & Thaler Asset Management, Inc. 0.36% Reduce -4.1% 1,290,050 $92.6M
River Road Asset Management, LLC 1.11% Reduce -1.9% 1,133,782 $81.4M
Dimensional Fund Advisors LP 0.02% Add +1.9% 1,049,649 $75.4M
Principal Financial Group Inc. 0.04% Reduce -3.5% 1,042,375 $74.8M
Channing Capital Management, LLC 2.25% Reduce -18.5% 1,035,616 $74.4M
Zimmer Partners, LP 1.49% Add +12.2% 1,021,956 $73.4M
Gabelli Funds LLC 0.54% Reduce -5.1% 973,315 $69.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.1% 970,127 $69.7M
Macquarie Group Ltd. 0.09% Reduce -5.0% 968,734 $69.6M
JPMorgan Chase & Co. 0.01% Add +91.2% 966,656 $69.4M
GAMCO Investors 0.66% Reduce -1.6% 830,742 $59.6M
Northern Trust Corp. 0.01% Reduce -4.8% 778,407 $55.9M
Norges Bank 0.01% Add +5.3% 759,350 $54.5M
Bank of New York Mellon Corp 0.01% Reduce -17.4% 748,443 $53.7M
First Trust Advisors LP 0.04% Reduce -9.3% 596,867 $42.9M
Morgan Stanley 0.00% Add +5.8% 488,340 $35.1M
Nuveen, LLC 0.01% — 441,306 $31.7M
Invesco Ltd. 0.01% Add +4.5% 382,958 $27.5M
Goldman Sachs Group Inc. 0.00% Reduce -13.4% 319,847 $23.0M
Royal Bank of Canada 0.01% Add +3.6% 311,073 $22.3M
California Public Employees Retirement System 0.02% Reduce -3.8% 300,932 $21.6M
Citadel Advisors 0.02% Add +7.4% 291,020 $20.9M
Balyasny Asset Management L.P. 0.05% Add +6091.7% 280,113 $20.1M
Qube Research & Technologies Ltd 0.03% Add +5.2% 252,188 $18.1M
Neuberger Berman Group LLC 0.01% Add +45.9% 250,049 $18.0M
Man Group plc 0.05% Add +209.7% 247,691 $17.8M
New York State Common Retirement Fund 0.02% Reduce -15.7% 235,808 $16.9M
AQR Capital Management 0.02% Add +208.2% 227,415 $16.3M
Bank of America Corp. 0.00% Add +20.4% 225,987 $16.2M
Ameriprise Financial Inc. 0.00% Add +29.7% 218,982 $15.7M
Rhumbline Advisers 0.01% Reduce -2.3% 211,986 $15.2M
Millennium Management 0.02% Add +74.7% 209,934 $15.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +14.9% 190,852 $13.7M
Tudor Investment Corporation 0.12% Reduce -19.6% 179,971 $12.9M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -4.2% 176,360 $12.7M
Victory Capital Management Inc. 0.01% Add +0.9% 169,485 $12.2M
Prudential Financial Inc. 0.02% Add +21.7% 164,945 $11.8M
Wedge Capital Management L L P 0.23% New 164,074 $11.8M
Jane Street Group, LLC 0.02% Add +217.3% 154,568 $11.1M
Exchange Traded Concepts, LLC 0.20% Add +20.4% 152,925 $11.0M
Alliancebernstein L.P. 0.00% Add +0.7% 150,875 $10.8M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -7.8% 136,126 $9.8M
Legal & General Group Plc 0.00% Add +0.7% 131,724 $9.5M
Moody Aldrich Partners LLC 1.93% Reduce -2.1% 128,173 $9.2M
UBS Group AG 0.00% Reduce -42.4% 122,379 $8.8M
Swiss National Bank 0.01% Reduce -1.4% 111,200 $8.0M
Hennessy Advisors Inc. 0.25% Reduce -4.5% 105,817 $7.6M
Davidson Kempner Capital Management LP 0.15% New 105,648 $7.6M
Keeley-Teton Advisors, LLC 0.90% Reduce -4.0% 103,593 $7.4M
13D Management LLC 6.31% Reduce -24.6% 99,611 $7.2M
HSBC Holdings PLC 0.00% Add +32.9% 97,711 $7.0M
Raymond James Financial Inc. 0.00% Reduce -1.9% 96,375 $6.9M
Corebridge Financial, Inc. 0.04% Reduce -2.1% 96,001 $6.9M
Trexquant Investment LP 0.08% Reduce -32.1% 94,521 $6.8M
Barclays PLC 0.00% Reduce -33.3% 90,780 $6.5M
Susquehanna International Group, LLP 0.01% Add +165.7% 83,978 $6.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.5% 79,530 $5.7M
Sterling Capital Management LLC 0.09% Reduce -3.0% 76,812 $5.5M
Deutsche Bank AG 0.00% Reduce -33.3% 74,800 $5.4M
Retirement Systems of Alabama 0.02% Add +0.1% 73,350 $5.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 71,301 $5.1M
Ontario Teachers Pension Plan Board 0.08% Add +9.0% 70,496 $5.1M
State of Wisconsin Investment Board 0.01% Reduce -24.6% 69,449 $5.0M
MetLife Investment Management, LLC 0.03% Reduce -2.1% 67,649 $4.9M
Wells Fargo & Company 0.00% Reduce -15.8% 66,343 $4.8M
Peregrine Capital Management LLC 0.15% Reduce -20.7% 64,867 $4.7M
Squarepoint Ops LLC 0.01% Add +390.6% 59,893 $4.3M
New York State Teachers Retirement System 0.01% Reduce -2.9% 57,197 $4.1M
Citigroup Inc. 0.00% Reduce -24.7% 56,305 $4.0M
Sei Investments Co. 0.01% Reduce -44.3% 54,643 $3.9M
California State Teachers Retirement System 0.00% Reduce -1.2% 53,265 $3.8M
Maryland State Retirement & Pension System 0.09% Add +2.8% 51,109 $3.7M
Comerica Bank 0.02% Add +50.5% 49,947 $3.6M
D. E. Shaw & Co. 0.00% Add +3.0% 49,458 $3.6M
T. Rowe Price Associates Inc. 0.00% Add +7.9% 48,064 $3.5M
Lazard Asset Management LLC 0.01% Reduce -9.1% 47,620 $3.4M
Walleye Capital LLC 0.04% Add +37.6% 46,438 $3.3M
Twinbeech Capital LP 0.06% Add +116.9% 46,214 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +26.7% 43,930 $3.2M
Icon Advisers Inc. 0.70% No change 41,000 $2.9M
Intech Investment Management LLC 0.03% Add +18.0% 40,670 $2.9M
Phocas Financial Corp. 0.44% Reduce -5.5% 40,140 $2.9M
Marshall Wace, LLP 0.00% Add +973.3% 38,971 $2.8M
Pathstone Holdings, LLC 0.01% Add +20.1% 36,041 $2.6M
American Century Companies Inc. 0.00% Reduce -89.3% 35,241 $2.5M
Verition Fund Management LLC 0.01% Add +9.0% 34,989 $2.5M
Jones Financial Companies LLLP 0.00% Add +22.0% 33,931 $2.5M
Kingsview Wealth Management, LLC 0.05% New 34,035 $2.4M
Graham Capital Management, L.P. 0.11% Add +123.6% 33,913 $2.4M
GW&K Investment Management, LLC 0.02% Reduce -2.6% 33,150 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -2.6% 31,016 $2.2M
Bank of Montreal 0.00% Reduce -0.1% 30,350 $2.2M
Federated Hermes, Inc. 0.00% Add +0.2% 30,165 $2.2M
Cubist Systematic Strategies, LLC 0.03% New 27,784 $2.0M
AlphaQuest LLC 0.21% Add +2795.6% 27,392 $2.0M
Cerity Partners LLC 0.00% Add +789.7% 27,189 $2.0M
Amalgamated Bank 0.02% Reduce -2.5% 26,936 $1.9M
KLP Kapitalforvaltning As 0.01% Reduce -2.9% 26,600 $1.9M
Illinois Municipal Retirement Fund 0.03% No change 26,535 $1.9M
Janus Henderson Group PLC 0.00% No change 26,089 $1.9M
Wbi Investments, LLC 0.49% New 26,180 $1.9M
State of Tennessee, Department of Treasury 0.01% Add +21.1% 25,843 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.5% 25,068 $1.8M
Jump Financial, LLC 0.03% New 24,541 $1.8M
Y-Intercept (Hong Kong) Ltd 0.12% Add +75.8% 24,221 $1.7M
Schonfeld Strategic Advisors LLC 0.01% New 23,820 $1.7M
Knights of Columbus Asset Advisors LLC 0.11% Add +2.7% 23,126 $1.7M
Russell Investments Group, Ltd. 0.00% Add +3.7% 22,971 $1.6M
Acadian Asset Management LLC 0.00% Add +105.9% 22,748 $1.6M
Envestnet Asset Management Inc. 0.00% Add +5.8% 22,688 $1.6M
Public Employees Retirement System of Ohio 0.01% Reduce -17.0% 22,519 $1.6M
Arrowstreet Capital, Limited Partnership 0.00% New 21,520 $1.5M
Yousif Capital Management, LLC 0.02% Add +1.8% 21,484 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 21,298 $1.5M
BNP Paribas Financial Markets 0.00% Add +34.2% 19,796 $1.4M
ProShare Advisors LLC 0.00% Reduce -95.8% 19,785 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -17.8% 19,382 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.3% 18,019 $1.3M
Louisiana State Employees Retirement System 0.02% Add +1.2% 16,900 $1.2M
Arizona State Retirement System 0.01% Reduce -1.1% 16,464 $1.2M
Voya Investment Management LLC 0.00% Reduce -11.1% 16,327 $1.2M
Renaissance Technologies 0.00% New 16,300 $1.2M
STRS Ohio 0.00% Reduce -12.4% 16,200 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -0.8% 16,026 $1.2M
Ethic Inc. 0.02% Reduce -2.3% 15,824 $1.1M
D.A. Davidson & Co. 0.01% No change 15,766 $1.1M
Dynamic Technology Lab Private Ltd 0.16% Add +27.9% 15,069 $1.1M
Picton Mahoney Asset Management 0.04% New 14,930 $1.1M
O'Keefe Stevens Advisory, Inc. 0.35% Add +25.8% 14,811 $1.1M
State of Michigan Retirement System 0.01% Add +1.4% 14,429 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 14,406 $1.0M
Engineers Gate Manager LP 0.02% Add +139.4% 14,261 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 14,130 $1.0M
Mackenzie Financial Corp. 0.00% Add +41.8% 14,001 $1.0M
Creative Planning 0.00% Reduce -1.8% 13,587 $976K
Cibc World Markets Corp. 0.01% Add +137.1% 13,517 $971K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.0% 13,399 $962K
New Mexico Educational Retirement Board 0.03% No change 13,300 $955K
SG Americas Securities, LLC 0.00% New 13,261 $952K
LPL Financial LLC 0.00% Add +5.8% 13,075 $939K
Police & Firemen's Retirement System of New Jersey 0.01% No change 12,972 $931K
Mercer Global Advisors Inc. 0.00% Reduce -15.2% 12,683 $911K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -12.0% 12,650 $908K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 12,500 $898K
Oregon Public Employees Retirement Fund 0.02% No change 12,290 $882K
Natixis Advisors, LLC 0.00% Add +6.0% 11,683 $839K
Magnetar Financial LLC 0.01% New 11,628 $835K
Teacher Retirement System of Texas 0.00% Reduce -3.3% 11,400 $819K
Franklin Resources Inc. 0.00% Add +3.5% 11,229 $806K
Kennedy Capital Management LLC 0.02% Reduce -83.2% 11,007 $790K
Cetera Investment Advisers 0.00% Add +40.4% 10,976 $788K
Pictet Asset Management Holding SA 0.00% Add +20.1% 10,804 $776K
Mariner, LLC 0.00% Add +5.6% 10,717 $769K
MML Investors Services, LLC 0.00% New 10,583 $760K
Vanguard Personalized Indexing Management, LLC 0.01% Add +30.9% 10,485 $753K
US Bancorp \de 0.00% Reduce -1.1% 9,715 $698K
Liberty One Investment Management, LLC 0.07% Reduce -2.0% 9,315 $669K
Bailard, Inc. 0.02% Add +7.0% 9,200 $661K
Xponance LLC 0.01% Add +4.6% 8,982 $645K
Virtu Financial LLC 0.03% New 8,880 $638K
Summit Global Investments 0.05% Reduce -45.5% 8,655 $621K
Central Pacific Bank - Trust Division 0.09% Reduce -4.4% 8,600 $617K
Baker Ellis Asset Management LLC 0.09% New 8,457 $607K
Nisa Investment Advisors, LLC 0.00% Add +0.2% 8,146 $585K
Massachusetts Wealth Management 0.39% Reduce -0.6% 7,865 $565K
Allianz Asset Management GmbH 0.00% Add +24.2% 7,806 $560K
Petrus Trust Company, LTA 0.05% New 7,262 $521K
Atria Wealth Solutions, Inc. 0.01% Add +99.5% 7,219 $518K
Kestra Private Wealth Services, LLC 0.01% Add +29.0% 7,151 $513K
State of Alaska, Department of Revenue 0.01% Add +2.8% 7,061 $506K
MQS Management LLC 0.29% New 7,045 $506K
Choreo, LLC 0.01% No change 6,863 $493K
Praxis Investment Management Inc. 0.03% No change 6,850 $492K
Farringdon Capital, Ltd. 0.24% New 6,627 $476K
HighTower Advisors, LLC 0.00% Reduce -30.2% 6,424 $461K
Bridgefront Capital, LLC 0.13% New 6,263 $450K
Eisler Capital Management Ltd. 0.01% New 6,178 $443K
Bayforest Capital Ltd 0.19% Add +191.1% 6,104 $438K
Lanark Financial, Inc. 0.04% — 5,888 $422K
Public Employees Retirement Association of Colorado 0.00% No change 5,826 $418K
Buckley Wealth Management, LLC 0.13% No change 5,700 $409K
Point72 Hong Kong Ltd 0.03% New 5,599 $402K
V-Square Quantitative Management LLC 0.06% No change 5,487 $394K
Commonwealth Equity Services, LLC 0.00% Reduce -9.5% 5,304 $381K
Quadrant Capital Group LLC 0.01% Add +462.3% 5,286 $380K
Point72 Asia (Singapore) Pte. Ltd. 0.10% New 5,228 $375K
Algert Global LLC 0.01% No change 5,201 $373K
Vestcor Inc 0.01% Reduce -16.8% 5,093 $366K
PNC Financial Services Group, Inc. 0.00% Reduce -10.9% 5,031 $361K
Atria Investments, Inc 0.00% Add +7.1% 4,934 $354K
State Board of Administration of Florida Retirement System 0.00% Reduce -70.8% 4,906 $352K
Inspire Investing, LLC 0.04% Reduce -15.4% 4,863 $349K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.5% 4,862 $349K
Orion Portfolio Solutions, LLC 0.00% Reduce -0.5% 4,862 $349K
Voloridge Investment Management, LLC 0.00% New 4,840 $348K
Optas, LLC 0.06% Add +0.9% 4,798 $344K
Gallagher Fiduciary Advisors, LLC 0.01% Add +7.7% 4,728 $339K
O'shaughnessy Asset Management, LLC 0.00% Add +16.4% 4,714 $338K
Pacer Advisors, Inc. 0.00% Reduce -48.2% 4,650 $334K
Voleon Capital Management LP 0.03% New 4,618 $332K
Ti-Trust, Inc. 0.22% No change 4,615 $331K
Securian Asset Management, Inc. 0.01% No change 4,555 $327K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.8% 4,524 $325K
Private Advisor Group, LLC 0.00% New 4,278 $307K
Centiva Capital, LP 0.02% No change 4,250 $305K
First Manhattan Co. Llc. 0.00% No change 4,100 $294K
Allspring Global Investments Holdings, LLC 0.00% Reduce -22.9% 4,027 $290K
Orca Investment Management, LLC 0.28% No change 3,949 $284K
Axq Capital, LP 0.11% New 3,875 $278K
AE Wealth Management LLC 0.00% Reduce -0.9% 3,858 $277K
United Services Automobile Association 0.01% New 3,781 $276K
Gsa Capital Partners LLP 0.02% Reduce -69.8% 3,792 $272K
Corient Private Wealth LP 0.00% Add +16.0% 3,731 $268K
Sage Investment Counsel LLC 0.34% Reduce -3.9% 3,702 $266K
Jain Global LLC 0.01% New 3,700 $266K
TTP Investments, Inc. 0.11% Add +0.8% 3,661 $263K
EntryPoint Capital, LLC 0.12% Reduce -36.3% 3,581 $257K
Optimize Financial Inc. 0.09% New 3,469 $249K
Bokf, NA 0.00% Reduce -10.9% 3,447 $247K
Avantax Advisory Services, Inc. 0.00% Reduce -1.7% 3,389 $243K
Holocene Advisors, LP 0.00% Add +2.8% 3,372 $242K
Quantinno Capital Management LP 0.00% New 3,273 $235K
Clear Creek Financial Management, LLC 0.02% Reduce -5.5% 3,239 $233K
BTC Capital Management, Inc. 0.02% Add +0.4% 3,185 $229K
Captrust Financial Advisors 0.00% Reduce -10.8% 3,175 $228K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.3% 3,170 $228K
Spirit of America Management Corp. 0.05% No change 3,150 $226K
Belpointe Asset Management LLC 0.01% Add +1.8% 3,145 $226K
Los Angeles Capital Management LLC 0.00% New 3,068 $220K
Osaic Holdings, Inc. 0.00% Add +54.3% 3,023 $217K
Stifel Financial Corp. 0.00% Reduce -16.9% 3,017 $217K
Johnson Investment Counsel Inc. 0.00% No change 3,000 $215K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 2,942 $215K
NewEdge Advisors, LLC 0.00% No change 2,938 $211K
KBC Group NV 0.00% Add +2.5% 2,903 $208K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 2,800 $201K
Tower Research Capital LLC (TRC) 0.01% Reduce -73.9% 2,779 $200K
Coldstream Capital Management Inc. 0.00% New 2,623 $188K
CIBC Private Wealth Group LLC 0.00% Add +1.8% 2,791 $187K
Cwm, LLC 0.00% Reduce -10.3% 2,546 $183K
Farmers & Merchants Investments Inc. 0.01% Add +0.8% 2,471 $177K
Assetmark, Inc. 0.00% Reduce -10.7% 2,432 $175K
Versant Capital Management, Inc 0.03% Add +2.8% 2,087 $150K
Shell Asset Management Co. 0.01% Reduce -4.1% 1,907 $137K
CI Investments Inc. 0.00% Add +2.8% 1,883 $135K
Signaturefd, LLC 0.00% Reduce -0.3% 1,790 $129K
Lindbrook Capital, LLC 0.01% Add +7245.0% 1,469 $105K
MAI Capital Management 0.00% Add +0.6% 1,408 $101K
Caitong International Asset Management Co., Ltd 0.07% New 1,370 $98K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 1,269 $91K
Covestor Ltd 0.05% Add +12.4% 1,139 $82K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $72K
Meeder Asset Management Inc. 0.00% New 877 $63K
GAMMA Investing LLC 0.00% Add +78.8% 869 $62K
UMB Bank, n.a. 0.00% Add +41.2% 833 $60K
Daiwa Securities Group Inc. 0.00% New 774 $56K
Quarry LP 0.01% Add +118.3% 751 $54K
Parallel Advisors, LLC 0.00% Add +2.3% 728 $52K
Van Eck Associates Corp. 0.00% Add +0.1% 727 $52K
Nomura Asset Management Co. Ltd. 0.00% No change 720 $52K
AdvisorNet Financial, Inc 0.00% Reduce -0.4% 702 $50K
Golden State Wealth Management, LLC 0.01% Add +1001.8% 606 $44K
Evermay Wealth Management LLC 0.01% No change 533 $38K
Headlands Technologies LLC 0.00% Add +144.0% 510 $37K
Fifth Third Bancorp 0.00% Add +22.5% 506 $36K
Optiver Holding B.V. 0.00% New 501 $36K
Blue Trust, Inc. 0.00% Add +37.0% 470 $34K
Farther Finance Advisors, LLC 0.00% Add +1055.0% 462 $33K
Parkside Financial Bank & Trust 0.00% Add +7.3% 439 $32K
SouthState Bank Corp 0.00% No change 406 $29K
Allworth Financial LP 0.00% Add +13.6% 393 $29K
IFP Advisors, Inc 0.00% Reduce -1.0% 390 $28K
Aster Capital Management (DIFC) Ltd 0.01% New 359 $27K
Spire Wealth Management 0.00% No change 335 $24K
Glass Jacobson Investment Advisors llc 0.01% No change 300 $21K
Key Financial Inc 0.00% No change 279 $20K
St Germain D J Co. Inc. 0.00% Reduce -67.3% 276 $20K
Bell Investment Advisors, Inc 0.00% Add +3.2% 255 $18K
Harbor Capital Advisors, Inc. 0.00% Add +42.6% 251 $18K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $18K
Huntington National Bank 0.00% No change 238 $17K
Operose Advisors LLC 0.01% No change 233 $17K
Rise Advisors, LLC 0.01% Reduce -36.1% 202 $14K
First PREMIER Bank 0.00% No change 200 $14K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 180 $13K
Hughes Financial Services, LLC 0.00% New 167 $12K
LRI Investments, LLC 0.00% Reduce -5.8% 161 $12K
Hexagon Capital Partners LLC 0.00% Add +70.5% 150 $11K
North Star Investment Management Corp. 0.00% No change 150 $11K
Hemington Wealth Management 0.00% Add +24.6% 147 $10K
Richards, Merrill & Peterson, Inc. 0.01% No change 138 $10K
EverSource Wealth Advisors, LLC 0.00% Add +10.6% 136 $10K
Alpine Bank Wealth Management 0.00% — 131 $9K
Strategic Investment Solutions, Inc. 0.00% No change 128 $9K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $7K
Rothschild Investment LLC 0.00% Add +72.7% 95 $7K
Harbour Investments, Inc. 0.00% No change 92 $7K
Hillsdale Investment Management Inc. 0.00% New 90 $6K
Resources Management Corp. /CT/ 0.00% New 90 $6K
MassMutual Private Wealth & Trust, FSB 0.00% No change 80 $6K
Clearstead Trust, LLC 0.00% New 76 $5K
Principal Securities, Inc. 0.00% No change 72 $5K
Smartleaf Asset Management LLC 0.00% Add +82.9% 64 $5K
Sierra Ocean, LLC 0.00% No change 63 $5K
SBI Securities Co., Ltd. 0.00% No change 56 $4K
Bessemer Group Inc. 0.00% Reduce -59.4% 50 $4K
Addison Advisors LLC 0.00% New 54 $4K
Delta Asset Management LLC 0.00% No change 50 $4K
Capital Advisors, Ltd. LLC 0.00% No change 47 $3K
TD Private Client Wealth LLC 0.00% New 41 $3K
JFS Wealth Advisors, LLC 0.00% No change 38 $3K
Financial Perspectives, Inc 0.00% No change 37 $3K
Amundi 0.00% Add +200.0% 30 $2K
Ameriflex Group, Inc. 0.00% New 30 $2K
Brooklyn Investment Group 0.00% New 30 $2K
Private Wealth Management Group, LLC 0.00% No change 29 $2K
Creative Financial Designs Inc. 0.00% New 23 $2K
First Horizon Advisors, Inc. 0.00% No change 21 $2K
Stephens Consulting, LLC 0.00% New 20 $1K
Clearstead Advisors, LLC 0.00% New 20 $1K
Horizon Investments, LLC 0.00% New 18 $1K
Cranbrook Wealth Management, LLC 0.00% No change 17 $1K
Bogart Wealth, LLC 0.00% New 15 $1K
Manchester Capital Management LLC 0.00% No change 11 $790
DiNuzzo Private Wealth, Inc. 0.00% Reduce -15.4% 11 $790
Northwestern Mutual Wealth Management Co. 0.00% New 11 $790
Global Financial Private Client, LLC 0.00% Add +233.3% 10 $718
SJS Investment Consulting Inc. 0.00% Add +25.0% 10 $718
Physician Wealth Advisors, Inc. 0.00% No change 9 $647
Nalls Sherbakoff Group, LLC 0.00% — 9 $646
Highline Wealth Partners LLC 0.00% New 9 $646
Cornerstone Planning Group LLC 0.00% New 5 $363
Parkworth Wealth Management, Inc. 0.00% No change 2 $144
Bay Harbor Wealth Management, LLC 0.00% New 2 $143
TFC Financial Management, Inc. 0.00% No change 1 $72
True Wealth Design, LLC 0.00% New 1 $72
HFM Investment Advisors, LLC 0.00% — 1 $72
Hantz Financial Services, Inc. 0.00% New 5 $0

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