Southwest Gas HoldingsSWX

13F holders, Q4 2025 (December 31)
353holders +19
43new positions
32sold out
7famous investors
$80.02avg. 13F price*

At the end of Q4 2025, 353 institutions reported holding Southwest Gas Holdings Inc. (SWX) in their 13F filings, up 19 from Q3 2025. 43 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($822.8M), Vanguard Group Inc. ($561.1M) and Icahn Capital ($482.7M). 7 famous investors held it, including Carl Icahn (5.7% of Icahn Capital's portfolio), Lee Ainslie (1.8% 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions43$68.2M
Exits32$90.5M

All 13F filers, Q3 2025 → Q4 2025: 3,844,958 shares bought and 5,062,039 shares sold, net −1,217,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 353 holders

BlackRock, Inc. 0.01% Add +4.4% 10,282,419 $822.8M
Vanguard Group Inc. 0.01% Reduce -0.6% 7,011,420 $561.1M
Icahn Capital 5.72% No change 6,032,604 $482.7M
FMR LLC 0.02% Add +17.7% 5,649,915 $452.1M
Corvex Management LP 13.39% No change 5,030,556 $402.5M
State Street Corp. 0.01% Reduce -1.3% 2,340,214 $187.3M
Maverick Capital 1.76% Add +4.8% 2,048,053 $163.9M
Adage Capital Partners Gp, L.L.C. 0.20% Add +16.1% 1,648,496 $131.9M
Geode Capital Management, LLC 0.01% Add +0.6% 1,602,100 $128.2M
Principal Financial Group Inc. 0.04% Reduce -3.2% 1,083,666 $86.7M
Dimensional Fund Advisors LP 0.02% Add +0.6% 1,060,751 $84.9M
Gabelli Funds LLC 0.56% Add +0.4% 1,014,287 $81.2M
T. Rowe Price Investment Management, Inc. 0.05% Reduce -34.9% 968,353 $77.5M
River Road Asset Management, LLC 0.81% Reduce -16.0% 927,263 $74.2M
Channing Capital Management, LLC 1.90% Reduce -0.9% 922,053 $73.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.4% 892,061 $71.4M
Nomura Asset Management International Inc. 0.11% — 869,765 $69.6M
Fuller & Thaler Asset Management, Inc. 0.23% Reduce -20.2% 861,108 $68.9M
Norges Bank 0.01% — 836,418 $66.9M
GAMCO Investors 0.63% Reduce -0.5% 819,286 $65.6M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 759,795 $60.8M
Northern Trust Corp. 0.01% Reduce -6.1% 743,711 $59.5M
JPMorgan Chase & Co. 0.00% Reduce -61.7% 679,599 $54.4M
AQR Capital Management 0.03% Add +50.0% 604,268 $48.4M
First Trust Advisors LP 0.03% Reduce -7.8% 503,524 $40.3M
Victory Capital Management Inc. 0.02% Reduce -4.0% 481,710 $38.5M
Goldman Sachs Group Inc. 0.01% Add +35.4% 466,572 $37.3M
Morgan Stanley 0.00% Reduce -9.9% 458,601 $36.7M
Invesco Ltd. 0.00% Reduce -7.1% 379,985 $30.4M
Neuberger Berman Group LLC 0.02% Add +52.2% 370,497 $29.6M
Brookfield Corp 0.03% New 338,070 $27.1M
Nuveen, LLC 0.01% Reduce -15.1% 334,810 $26.8M
Bank of America Corp. 0.00% Reduce -14.4% 255,464 $20.4M
Wedge Capital Management L L P 0.34% Reduce -8.2% 238,457 $19.1M
Citadel Advisors 0.01% Add +156.6% 236,466 $18.9M
New York State Common Retirement Fund 0.02% Reduce -6.0% 211,231 $16.9M
Rhumbline Advisers 0.01% Reduce -7.7% 208,351 $16.7M
Sourcerock Group LLC 0.91% Reduce -0.2% 199,334 $16.0M
Wellington Management Group LLP 0.00% Reduce -6.9% 192,450 $15.4M
California Public Employees Retirement System 0.01% Reduce -14.0% 190,258 $15.2M
UBS Group AG 0.00% Reduce -17.8% 189,338 $15.2M
Zimmer Partners, LP 0.39% Reduce -76.1% 184,822 $14.8M
Alliancebernstein L.P. 0.00% Reduce -0.4% 178,591 $14.3M
BW Gestao de Investimentos Ltda. 0.49% New 174,847 $14.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.9% 162,224 $13.0M
Exchange Traded Concepts, LLC 0.10% Reduce -0.6% 151,745 $12.1M
Barclays PLC 0.00% Reduce -6.3% 139,846 $11.2M
Hudson Bay Capital Management LP 0.07% Add +92.5% 139,299 $11.1M
Prudential Financial Inc. 0.01% Reduce -12.6% 129,225 $10.3M
Ameriprise Financial Inc. 0.00% Reduce -20.9% 124,567 $10.0M
Walleye Capital LLC 0.06% Reduce -5.6% 122,410 $9.8M
Swiss National Bank 0.01% Add +8.2% 120,600 $9.7M
Renaissance Technologies 0.01% Reduce -41.6% 120,400 $9.6M
Verbena Value LP 1.66% — 120,371 $9.6M
Royal Bank of Canada 0.00% Reduce -28.3% 117,632 $9.4M
Wells Fargo & Company 0.00% Add +27.0% 117,306 $9.4M
Qube Research & Technologies Ltd 0.01% Add +248.5% 113,025 $9.0M
American Century Companies Inc. 0.00% Add +141.6% 102,741 $8.2M
Legal & General Group Plc 0.00% Reduce -24.0% 101,536 $8.1M
Trexquant Investment LP 0.07% Add +121.3% 100,373 $8.0M
Man Group plc 0.01% Add +190.1% 94,901 $7.6M
HSBC Holdings PLC 0.00% Add +11.4% 94,561 $7.6M
Ensign Peak Advisors, Inc 0.01% Add +867.2% 94,132 $7.5M
Hennessy Advisors Inc. 0.26% Reduce -2.4% 92,217 $7.4M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -5.0% 88,694 $7.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.5% 87,814 $7.0M
Deutsche Bank AG 0.00% Add +2.7% 84,778 $6.8M
Raymond James Financial Inc. 0.00% Reduce -25.4% 84,680 $6.8M
Comerica Bank 0.03% Add +19.2% 84,650 $6.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +8952.3% 81,652 $6.5M
State of Wisconsin Investment Board 0.01% Reduce -9.6% 79,459 $6.4M
Sterling Capital Management LLC 0.10% Reduce -9.8% 78,376 $6.3M
Retirement Systems of Alabama 0.02% Reduce -0.5% 77,101 $6.2M
Moody Aldrich Partners LLC 1.12% Reduce -4.5% 74,867 $6.0M
Boothbay Fund Management, LLC 0.15% Reduce -5.3% 68,801 $5.5M
Franklin Resources Inc. 0.00% Add +401.2% 68,589 $5.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 66,953 $5.4M
MetLife Investment Management, LLC 0.03% Reduce -5.0% 66,218 $5.3M
Peregrine Capital Management LLC 0.16% Add +4.4% 65,318 $5.2M
13D Management LLC 6.07% No change 63,798 $5.1M
Algert Global LLC 0.08% Reduce -39.1% 61,581 $4.9M
Hartree Partners, LP 1.79% New 61,200 $4.9M
Maryland State Retirement & Pension System 0.10% Add +1.6% 60,335 $4.8M
T. Rowe Price Associates Inc. 0.00% Add +3.8% 60,051 $4.8M
California State Teachers Retirement System 0.00% Add +9.4% 58,525 $4.7M
Jupiter Asset Management Ltd. 0.04% Reduce -10.2% 55,061 $4.4M
Massachusetts Financial Services Co. 0.00% Reduce -2.7% 53,013 $4.2M
New York State Teachers Retirement System 0.01% Reduce -0.2% 51,227 $4.1M
Aventail Capital Group, LP 0.23% Reduce -20.4% 49,451 $4.0M
Sei Investments Co. 0.00% Add +6.9% 47,550 $3.8M
Jones Financial Companies LLLP 0.00% Add +16.2% 47,085 $3.8M
Bessemer Group Inc. 0.01% Add +1705.5% 41,003 $3.3M
KLP Kapitalforvaltning As 0.01% Add +38.0% 39,600 $3.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.4% 39,027 $3.1M
Cerity Partners LLC 0.00% Add +5.1% 36,897 $3.0M
Martingale Asset Management L P 0.07% New 36,493 $2.9M
SummitTX Capital, L.P. 0.09% New 35,181 $2.8M
Russell Investments Group, Ltd. 0.00% Reduce -0.5% 34,425 $2.8M
State of Tennessee, Department of Treasury 0.01% Add +33.5% 32,577 $2.7M
Nexpoint Asset Management, L.P. 0.18% New 32,900 $2.6M
BNP Paribas Financial Markets 0.00% Reduce -16.3% 32,627 $2.6M
Pathstone Holdings, LLC 0.01% Reduce -8.7% 32,238 $2.6M
Meeder Asset Management Inc. 0.13% New 30,775 $2.5M
Icon Advisers Inc. 0.53% No change 30,000 $2.4M
GW&K Investment Management, LLC 0.02% Reduce -4.1% 29,408 $2.4M
Intech Investment Management LLC 0.02% Reduce -10.5% 28,581 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.3% 27,134 $2.2M
Amalgamated Bank 0.02% Reduce -3.8% 27,068 $2.2M
Janus Henderson Group PLC 0.00% Add +9.3% 26,877 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -9.6% 26,737 $2.1M
Bank of Montreal 0.00% Reduce -11.4% 25,387 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +2.4% 23,868 $1.9M
Knights of Columbus Asset Advisors LLC 0.10% Reduce -3.9% 22,645 $1.8M
Public Employees Retirement System of Ohio 0.01% No change 22,519 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -1.4% 20,538 $1.7M
Millennium Management 0.00% New 21,402 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 21,298 $1.7M
ProShare Advisors LLC 0.00% Add +7.3% 20,466 $1.6M
O'Keefe Stevens Advisory, Inc. 0.42% Add +7.3% 20,048 $1.6M
Envestnet Asset Management Inc. 0.00% Reduce -6.8% 19,569 $1.6M
Ethic Inc. 0.02% Reduce -21.4% 19,113 $1.5M
Creative Planning 0.00% Add +15.2% 18,141 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +26.4% 18,140 $1.5M
Louisiana State Employees Retirement System 0.02% No change 17,800 $1.4M
Ieq Capital, LLC 0.00% Reduce -7.2% 17,690 $1.4M
Ontario Teachers Pension Plan Board 0.03% Reduce -83.7% 17,187 $1.4M
Arizona State Retirement System 0.01% Add +0.9% 17,184 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -6.6% 17,170 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.2% 17,033 $1.4M
Horizon Investments, LLC 0.02% New 17,007 $1.4M
HRT Financial LP 0.00% Reduce -12.8% 16,935 $1.4M
Los Angeles Capital Management LLC 0.00% No change 16,831 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Add +34.0% 16,714 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 16,178 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.2% 16,076 $1.3M
D.A. Davidson & Co. 0.01% Add +0.3% 15,696 $1.3M
State of Michigan Retirement System 0.01% No change 15,229 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% New 15,075 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -5.5% 14,849 $1.2M
Alps Advisors Inc. 0.01% Reduce -0.4% 14,510 $1.2M
LPL Financial LLC 0.00% Add +1.1% 14,500 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -1.7% 14,466 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.7% 14,373 $1.2M
Elo Mutual Pension Insurance Co 0.02% Add +9.2% 14,295 $1.1M
Cetera Investment Advisers 0.00% Reduce -9.1% 14,030 $1.1M
Jennison Associates LLC 0.00% New 13,575 $1.1M
Citigroup Inc. 0.00% Add +27.4% 13,563 $1.1M
New Mexico Educational Retirement Board 0.03% No change 13,300 $1.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -4.9% 13,033 $1.0M
Oregon Public Employees Retirement Fund 0.01% Reduce -0.8% 12,790 $1.0M
Two Sigma Investments, LP 0.00% New 12,573 $1.0M
AlphaQuest LLC 0.06% Reduce -28.0% 12,540 $1.0M
Quantinno Capital Management LP 0.00% Add +38.5% 12,504 $1.0M
Magnetar Financial LLC 0.01% Reduce -35.9% 12,444 $996K
Federation des caisses Desjardins du Quebec 0.00% Add +24.3% 12,163 $973K
Stifel Financial Corp. 0.00% Add +300.9% 11,759 $941K
Glenmede Trust Co. NA 0.00% — 11,639 $931K
Capstone Investment Advisors, LLC 0.01% Add +125.2% 11,613 $929K
Voya Investment Management LLC 0.00% Reduce -3.2% 11,467 $918K
MML Investors Services, LLC 0.00% Add +0.1% 11,199 $896K
Bayforest Capital Ltd 0.66% Add +177.3% 11,103 $888K
Susquehanna International Group, LLP 0.00% Reduce -9.7% 11,060 $885K
First Citizens Bank & Trust Co. 0.02% Add +2.1% 10,934 $875K
Natixis Advisors, LLC 0.00% New 10,887 $871K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.2% 10,837 $867K
US Bancorp \de 0.00% Reduce -4.2% 10,712 $857K
Mariner, LLC 0.00% Add +12.4% 10,700 $857K
Pictet Asset Management Holding SA 0.00% Add +11.3% 10,467 $838K
Illinois Municipal Retirement Fund 0.01% Add +1.3% 10,431 $835K
SG Americas Securities, LLC 0.00% Add +74.9% 9,300 $744K
Fieldview Capital Management, LLC 0.13% New 9,281 $743K
Jane Street Group, LLC 0.00% Reduce -90.5% 9,194 $736K
STRS Ohio 0.00% Reduce -50.3% 9,100 $728K
State of Alaska, Department of Revenue 0.01% Reduce -5.4% 8,806 $704K
Dynamic Technology Lab Private Ltd 0.16% Reduce -48.0% 8,750 $700K
HighTower Advisors, LLC 0.00% Add +3.9% 8,656 $693K
Central Pacific Bank - Trust Division 0.09% No change 8,600 $688K
Mirabella Financial Services LLP 0.07% Add +189.0% 8,428 $674K
Cwm, LLC 0.00% Reduce -1.8% 8,255 $661K
Xponance LLC 0.00% Reduce -13.3% 8,138 $651K
Massachusetts Wealth Management 0.30% Add +0.3% 8,105 $649K
Sequoia Financial Advisors, LLC 0.00% Add +46.6% 7,986 $639K
Nisa Investment Advisors, LLC 0.00% Reduce -22.0% 7,850 $628K
Wealth Enhancement Advisory Services, LLC 0.00% Add +20.4% 7,745 $627K
Pacer Advisors, Inc. 0.00% Reduce -41.3% 7,689 $615K
Federated Hermes, Inc. 0.00% Reduce -70.0% 7,151 $572K
Praxis Investment Management Inc. 0.03% No change 6,850 $548K
Atria Investments, Inc 0.01% Add +8.7% 6,469 $518K
Gallagher Fiduciary Advisors, LLC 0.02% Add +7.7% 6,322 $506K
Baker Ellis Asset Management LLC 0.06% No change 6,000 $480K
Inspire Investing, LLC 0.04% Reduce -52.8% 5,888 $471K
Public Employees Retirement Association of Colorado 0.00% No change 5,826 $466K
Lanark Financial, Inc. 0.03% Reduce -2.0% 5,740 $459K
Verition Fund Management LLC 0.00% Reduce -45.4% 5,579 $446K
PNC Financial Services Group, Inc. 0.00% Add +13.1% 5,431 $435K
Corient Private Wealth LP 0.00% Add +39.1% 5,288 $423K
Greenland Capital Management LP 0.07% New 5,200 $416K
Farringdon Capital, Ltd. 0.10% Reduce -38.0% 5,142 $411K
Quadrant Capital Group LLC 0.01% Add +0.4% 5,131 $411K
AlphaGrep UK Ltd 0.14% — 5,101 $408K
Buckley Wealth Management, LLC 0.11% Reduce -3.8% 5,100 $408K
Axq Capital, LP 0.09% New 4,935 $395K
Centiva Capital, LP 0.02% New 4,699 $376K
Commonwealth Equity Services, LLC 0.00% Reduce -3.6% 4,666 $373K
Ti-Trust, Inc. 0.23% No change 4,615 $369K
Securian Asset Management, Inc. 0.01% Reduce -4.2% 4,597 $368K
O'shaughnessy Asset Management, LLC 0.00% Add +9.4% 4,526 $362K
Jain Global LLC 0.00% New 4,480 $358K
MQS Management LLC 0.21% Reduce -31.7% 4,403 $352K
Allspring Global Investments Holdings, LLC 0.00% Add +13.8% 4,348 $348K
Cibc World Markets Corp. 0.00% — 4,286 $343K
Signet Financial Management, LLC 0.04% Add +1.7% 4,271 $342K
Spirit of America Management Corp. 0.07% Add +21.7% 4,200 $336K
Mackenzie Financial Corp. 0.00% Reduce -89.6% 4,127 $332K
First Manhattan Co. Llc. 0.00% No change 4,100 $328K
CIBC Private Wealth Group LLC 0.00% Add +71.7% 4,100 $328K
Captrust Financial Advisors 0.00% Add +14.0% 4,067 $325K
Crossmark Global Holdings, Inc. 0.00% No change 4,019 $322K
Acadian Asset Management LLC 0.00% New 3,900 $311K
Farther Finance Advisors, LLC 0.00% Reduce -4.3% 3,885 $311K
Coldstream Capital Management Inc. 0.00% Reduce -25.4% 3,867 $309K
Tower Research Capital LLC (TRC) 0.01% Reduce -34.4% 3,851 $308K
M&T Bank Corp 0.00% Add +31.8% 3,759 $301K
Bridgefront Capital, LLC 0.07% Reduce -49.8% 3,728 $298K
Zacks Investment Management 0.00% New 3,725 $298K
TTP Investments, Inc. 0.10% Add +0.4% 3,705 $297K
BTC Capital Management, Inc. 0.02% Add +1.7% 3,662 $294K
Bokf, NA 0.00% Add +14.2% 3,667 $293K
Clear Creek Financial Management, LLC 0.02% Reduce -0.4% 3,583 $287K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -63.6% 3,535 $283K
Ironwood Investment Counsel, LLC 0.04% New 3,474 $278K
AE Wealth Management LLC 0.00% Add +10.1% 3,307 $265K
NewEdge Advisors, LLC 0.00% Add +3.0% 3,289 $263K
Laird Norton Wetherby Trust Company, LLC 0.01% New 3,227 $258K
Belpointe Asset Management LLC 0.01% Add +0.4% 3,182 $255K
Orion Porfolio Solutions, LLC 0.00% Reduce -3.8% 3,155 $252K
Longboard Asset Management, LP 1.56% No change 3,071 $246K
Abel Hall, LLC 0.06% New 3,057 $245K
Assetmark, Inc. 0.00% Reduce -4.0% 3,034 $243K
Johnson Investment Counsel Inc. 0.00% No change 3,000 $240K
Armistice Capital, LLC 0.01% New 2,918 $233K
Swiss Life Asset Management Ltd 0.00% Add +7.3% 2,911 $233K
Jacobsen Capital Management 0.08% Add +0.2% 2,895 $232K
Optas, LLC 0.04% No change 2,831 $227K
Choreo, LLC 0.00% Reduce -23.1% 2,786 $225K
Daiwa Securities Group Inc. 0.00% Reduce -8.6% 2,798 $224K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 2,748 $220K
Profund Advisors LLC 0.01% Reduce -2.4% 2,562 $205K
State of Wyoming 0.02% Add +60.6% 2,506 $201K
Rockefeller Capital Management L.P. 0.00% Add +49.6% 2,398 $192K
Farmers & Merchants Investments Inc. 0.00% Reduce -8.6% 2,129 $170K
Versant Capital Management, Inc 0.02% Add +3.1% 2,061 $165K
KBC Group NV 0.00% No change 2,014 $161K
Global Retirement Partners, LLC 0.00% Reduce -0.1% 1,901 $152K
Allworth Financial LP 0.00% Add +4.4% 1,811 $145K
Osaic Holdings, Inc. 0.00% Reduce -14.0% 1,797 $144K
GAMMA Investing LLC 0.01% Add +44.9% 1,697 $136K
MAI Capital Management 0.00% Reduce -1.6% 1,621 $130K
Signaturefd, LLC 0.00% Reduce -4.5% 1,590 $127K
Danske Bank A/S 0.00% Add +16.7% 1,400 $112K
Kestra Advisory Services, LLC 0.00% New 1,241 $99K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $80K
Parallel Advisors, LLC 0.00% Add +0.7% 918 $74K
Harbour Investments, Inc. 0.00% Add +301.0% 834 $67K
St Germain D J Co. Inc. 0.00% No change 813 $65K
Nomura Asset Management Co. Ltd. 0.00% No change 720 $58K
AdvisorNet Financial, Inc 0.00% No change 700 $56K
Kingdom Financial Group LLC. 0.02% New 694 $56K
Golden State Wealth Management, LLC 0.01% No change 606 $48K
Evermay Wealth Management LLC 0.00% No change 533 $43K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.8% 530 $42K
Blue Trust, Inc. 0.00% Reduce -12.0% 513 $41K
IFP Advisors, Inc 0.00% Add +5.7% 504 $40K
Fifth Third Bancorp 0.00% Add +12.9% 489 $39K
Parkside Financial Bank & Trust 0.00% Add +6.3% 472 $38K
Optiver Holding B.V. 0.00% Reduce -28.3% 430 $34K
UMB Bank, n.a. 0.00% Reduce -26.4% 427 $34K
SouthState Bank Corp 0.00% No change 406 $32K
Bravera Wealth 0.02% — 397 $32K
JFS Wealth Advisors, LLC 0.00% Add +3.7% 396 $32K
Covestor Ltd 0.01% Reduce -34.5% 341 $28K
Private Trust Co. NA 0.00% No change 337 $27K
Glass Jacobson Investment Advisors llc 0.01% No change 300 $24K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.6% 302 $24K
Sunrise Financial Services, LLC 0.02% — 286 $23K
Sound Income Strategies, LLC 0.00% No change 260 $22K
International Assets Investment Management, LLC 0.00% New 280 $22K
Key Financial Inc 0.00% No change 279 $22K
Elevation Wealth Partners, LLC 0.01% New 272 $22K
Blueline Advisors LLC 0.02% — 250 $20K
Caitlin John, LLC 0.01% No change 242 $19K
Bell Investment Advisors, Inc 0.00% Reduce -17.0% 240 $19K
Kemnay Advisory Services Inc. 0.00% New 231 $18K
Steward Partners Investment Advisory, LLC 0.00% No change 231 $18K
Essential Partners LLC 0.01% Add +22.4% 213 $17K
Clearstead Advisors, LLC 0.00% Add +119.2% 206 $16K
Zions Bancorporation, National Association 0.00% New 202 $16K
Hoey Investments, Inc. 0.00% New 200 $16K
Clearstead Trust, LLC 0.00% Add +126.1% 199 $16K
Manchester Capital Management LLC 0.00% Add +46.7% 198 $16K
Westside Investment Management, Inc. 0.00% No change 180 $14K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 180 $14K
Rothschild Investment LLC 0.00% Add +33.6% 179 $14K
Hantz Financial Services, Inc. 0.00% Add +74.8% 173 $14K
Caitong International Asset Management Co., Ltd 0.00% Add +26.4% 163 $13K
Hughes Financial Services, LLC 0.00% No change 160 $13K
North Star Investment Management Corp. 0.00% No change 150 $12K
Root Financial Partners, LLC 0.00% Add +16.8% 132 $11K
Eastern Bank 0.00% New 130 $10K
Strategic Investment Solutions, Inc. 0.00% No change 128 $10K
LRI Investments, LLC 0.00% Reduce -12.9% 122 $10K
Financial Consulate, Inc. 0.00% No change 106 $8K
Accent Capital Management, LLC 0.00% No change 104 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% New 102 $8K
Hillsdale Investment Management Inc. 0.00% Add +11.1% 100 $8K
Larson Financial Group LLC 0.00% No change 94 $8K
Resources Management Corp. /CT/ 0.00% No change 90 $7K
Smartleaf Asset Management LLC 0.00% No change 84 $7K
Quent Capital, LLC 0.00% Add +16.7% 84 $7K
SJS Investment Consulting Inc. 0.00% Add +1520.0% 81 $6K
SageView Advisory Group, LLC 0.00% New 80 $6K
Crews Bank & Trust 0.00% New 60 $5K
Center for Financial Planning, Inc. 0.00% New 57 $5K
Corsicana & Co. 0.00% No change 55 $4K
SBI Securities Co., Ltd. 0.00% Reduce -1.8% 55 $4K
Delta Asset Management LLC 0.00% No change 50 $4K
Triumph Capital Management 0.00% New 50 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.3% 50 $4K
Arax Advisory Partners 0.00% Reduce -99.4% 49 $4K
Capital Advisors, Ltd. LLC 0.00% No change 43 $3K
Bogart Wealth, LLC 0.00% No change 35 $3K
Camelot Portfolios, LLC 0.00% New 33 $3K
Torren Management, LLC 0.00% — 31 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -39.2% 31 $2K
Private Wealth Management Group, LLC 0.00% No change 29 $2K
Keating Financial Advisory Services, Inc. 0.00% — 24 $2K
Kilter Group LLC 0.00% New 23 $2K
High Note Wealth, LLC 0.00% No change 20 $2K
Fortitude Family Office, LLC 0.00% Reduce -14.3% 18 $1K
Rialto Wealth Management, LLC 0.00% No change 17 $1K
First Horizon Corp. 0.00% No change 16 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $961
Nalls Sherbakoff Group, LLC 0.00% No change 9 $720
Huntington National Bank 0.00% Reduce -30.8% 9 $720
Rossby Financial, LCC 0.00% New 7 $560
Bay Harbor Wealth Management, LLC 0.00% Add +40.0% 7 $560
Cornerstone Planning Group LLC 0.00% Reduce -99.6% 5 $410
HFM Investment Advisors, LLC 0.00% Add +33.3% 4 $321
Strive Financial Group ,LLC 0.00% — 3 $240
Elyxium Wealth, LLC 0.00% New 2 $166
Dunhill Financial, LLC 0.00% New 1 $109
American Capital Advisory, LLC 0.00% No change 1 $81
Toronto Dominion Bank 0.00% New 1 $80

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