Southwest Gas HoldingsSWX

13F holders, Q2 2026 (June 30)
411holders +13
48new positions
39sold out
8famous investors
$88.69avg. 13F price*

At the end of Q2 2026, 411 institutions reported holding Southwest Gas Holdings Inc. (SWX) in their 13F filings, up 13 from Q1 2026. 48 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($991.5M), FMR LLC ($494.4M) and Vanguard Portfolio Management LLC ($352.4M). 8 famous investors held it, including Lee Ainslie (1.5% of Maverick Capital's portfolio), Mario Gabelli (0.6% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$79.2M
Exits39$46.9M

All 13F filers, Q1 2026 → Q2 2026: 6,475,226 shares bought and 5,145,809 shares sold, net +1,329,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 411 holders

BlackRock, Inc. 0.01% Add +4.0% 11,181,201 $991.5M
FMR LLC 0.02% Add +8.0% 5,575,126 $494.4M
Vanguard Portfolio Management LLC 0.02% Add +3.0% 3,973,510 $352.4M
Corvex Management LP 8.84% Reduce -25.7% 3,208,538 $284.5M
Vanguard Capital Management LLC 0.01% Add +1.3% 3,047,616 $270.3M
State Street Corp. 0.01% Add +7.7% 2,607,181 $231.2M
Geode Capital Management, LLC 0.01% Add +22.2% 2,086,964 $185.1M
Maverick Capital 1.51% Reduce -11.2% 1,889,558 $167.6M
AQR Capital Management 0.05% Add +37.8% 1,603,686 $142.2M
Adage Capital Partners Gp, L.L.C. 0.17% Reduce -8.2% 1,354,517 $120.1M
T. Rowe Price Investment Management, Inc. 0.07% Add +10.2% 1,140,210 $101.1M
Channing Capital Management, LLC 2.19% Reduce -2.9% 1,074,868 $95.3M
Dimensional Fund Advisors LP 0.02% Add +0.4% 1,058,783 $93.9M
Principal Financial Group Inc. 0.04% Reduce -8.0% 985,861 $87.4M
Gabelli Funds LLC 0.55% Reduce -1.6% 950,843 $84.3M
Norges Bank 0.01% — 948,095 $84.1M
Northern Trust Corp. 0.01% Add +12.4% 892,391 $79.1M
Goldman Sachs Group Inc. 0.01% Add +25.0% 869,554 $77.1M
River Road Asset Management, LLC 0.85% Reduce -4.3% 865,242 $76.7M
Bank of New York Mellon Corp 0.01% Reduce -1.0% 838,118 $74.3M
Fuller & Thaler Asset Management, Inc. 0.19% Reduce -3.5% 800,855 $71.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.4% 788,678 $69.9M
GAMCO Investors 0.61% Reduce -2.4% 764,194 $67.8M
Nomura Asset Management International Inc. 0.10% Reduce -3.8% 731,516 $64.9M
Brookfield Corp 0.08% Reduce -6.5% 653,957 $58.0M
Cohen & Steers, Inc. 0.09% Add +34.2% 621,124 $55.1M
Victory Capital Management Inc. 0.03% Add +27.0% 615,366 $54.6M
Jacobs Levy Equity Management, Inc. 0.19% Add +115.1% 584,747 $51.9M
JPMorgan Chase & Co. 0.00% Reduce -6.6% 569,101 $51.3M
Nuveen, LLC 0.01% Reduce -0.4% 489,853 $43.4M
Morgan Stanley 0.00% Reduce -31.7% 457,850 $40.6M
Bank of America Corp. 0.00% Add +12.9% 446,234 $39.6M
Renaissance Technologies 0.05% Reduce -4.4% 438,900 $38.9M
Vanguard Fiduciary Trust Co. 0.01% Add +3.2% 434,005 $38.5M
Neuberger Berman Group LLC 0.03% Add +1.2% 432,048 $38.3M
First Trust Advisors LP 0.02% Reduce -12.3% 429,758 $38.1M
Massachusetts Financial Services Co. 0.01% Add +713.2% 424,659 $37.7M
Algert Global LLC 0.35% Add +58.9% 334,640 $29.7M
Point72 Asset Management 0.05% Reduce -35.2% 333,470 $29.6M
Weiss Asset Management LP 0.43% Add +1074.5% 283,242 $25.1M
Wellington Management Group LLP 0.00% Add +19.2% 271,519 $24.1M
UBS Group AG 0.00% Reduce -31.4% 269,891 $23.9M
Kayne Anderson Capital Advisors LP 0.46% Add +23.1% 266,765 $23.7M
New York State Common Retirement Fund 0.03% Add +1.7% 265,847 $23.6M
Invesco Ltd. 0.00% Reduce -39.1% 258,860 $23.0M
Aventail Capital Group, LP 1.26% Add +328.0% 247,816 $22.0M
Barclays PLC 0.01% Reduce -2.4% 243,395 $21.6M
Citadel Advisors 0.01% Reduce -45.8% 236,396 $21.0M
Russell Investments Group, Ltd. 0.02% Add +112.7% 235,496 $20.9M
Rhumbline Advisers 0.02% Add +6.2% 228,062 $20.2M
Kennedy Capital Management LLC 0.34% New 218,898 $19.4M
Prudential Financial Inc. 0.02% Add +64.3% 212,185 $18.8M
Legal & General Group Plc 0.00% Add +119.2% 200,354 $17.8M
MetLife Investment Management, LLC 0.08% Add +181.4% 191,116 $16.9M
Balyasny Asset Management L.P. 0.03% Reduce -67.7% 182,979 $16.2M
Hudson Bay Capital Management LP 0.08% Reduce -2.0% 174,713 $15.5M
Alliancebernstein L.P. 0.01% Add +11.4% 173,330 $15.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.7% 169,565 $15.0M
California Public Employees Retirement System 0.01% Reduce -13.3% 154,338 $13.7M
Millennium Management 0.01% Add +156.5% 144,731 $12.8M
Duff & Phelps Investment Management Co. 0.12% Add +66.5% 141,569 $12.6M
Exchange Traded Concepts, LLC 0.06% Reduce -19.4% 132,906 $11.8M
Ameriprise Financial Inc. 0.00% Add +24.5% 123,578 $11.0M
Swiss National Bank 0.01% Add +1.8% 123,500 $11.0M
Verition Fund Management LLC 0.08% New 121,000 $10.7M
Verbena Value LP 1.76% Reduce -27.7% 120,146 $10.7M
Qube Research & Technologies Ltd 0.01% New 119,948 $10.6M
Sourcerock Group LLC 0.54% Reduce -8.7% 117,443 $10.4M
Public Employees Retirement Association of Colorado 0.04% Add +1898.4% 116,426 $10.3M
Man Group plc 0.02% Reduce -61.5% 110,713 $9.8M
Zimmer Partners, LP 0.23% Reduce -82.2% 108,159 $9.6M
BNP Paribas Financial Markets 0.01% Add +16.5% 107,822 $9.6M
Walleye Capital LLC 0.05% Reduce -24.5% 99,739 $8.8M
Wells Fargo & Company 0.00% Add +32.8% 96,993 $8.6M
Lighthouse Investment Partners, LLC 0.26% Add +736.8% 95,895 $8.5M
Sei Investments Co. 0.01% Add +1.7% 95,136 $8.4M
Deutsche Bank AG 0.00% Add +2.4% 94,484 $8.4M
T. Rowe Price Associates Inc. 0.00% Add +23.3% 91,749 $8.1M
Hennessy Advisors Inc. 0.26% No change 90,417 $8.0M
CANADA LIFE ASSURANCE Co 0.01% Add +3.5% 90,059 $8.0M
SummitTX Capital, L.P. 0.20% Add +117.0% 83,440 $7.4M
State of Wisconsin Investment Board 0.01% Add +28.9% 82,281 $7.3M
Raymond James Financial Inc. 0.00% Reduce -2.7% 77,568 $6.9M
Magellan Asset Management Ltd 0.15% New 77,010 $6.8M
California State Teachers Retirement System 0.01% Reduce -2.9% 74,145 $6.6M
Sterling Capital Management LLC 0.11% Reduce -3.9% 72,134 $6.4M
Franklin Resources Inc. 0.00% Add +4.4% 67,618 $6.0M
Retirement Systems of Alabama 0.02% Reduce -15.4% 66,621 $5.9M
Moody Aldrich Partners LLC 1.06% Reduce -21.1% 66,299 $5.9M
Manufacturers Life Insurance Company, The 0.00% Add +3.8% 65,189 $5.8M
Schonfeld Strategic Advisors LLC 0.03% Add +2272.8% 65,111 $5.8M
Citigroup Inc. 0.00% Add +169.1% 63,895 $5.7M
Maryland State Retirement & Pension System 0.09% Add +6.0% 61,067 $5.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +51.9% 57,800 $5.1M
Sagefield Capital LP 0.37% New 56,152 $5.0M
SG Americas Securities, LLC 0.00% Add +425.3% 55,567 $4.9M
Peregrine Capital Management LLC 0.16% Reduce -8.0% 54,781 $4.9M
Fifth Third Bancorp 0.01% Reduce -21.8% 52,907 $4.7M
Allianz Asset Management GmbH 0.00% Add +35.9% 52,630 $4.7M
American Century Companies Inc. 0.00% Add +8.4% 52,474 $4.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +8.5% 52,218 $4.6M
New York State Teachers Retirement System 0.01% Add +4.7% 51,327 $4.6M
HRT Financial LP 0.01% New 50,141 $4.4M
Jones Financial Companies LLLP 0.00% Add +0.3% 48,818 $4.4M
Boothbay Fund Management, LLC 0.09% Reduce -13.2% 49,911 $4.4M
Martingale Asset Management L P 0.10% Add +10.1% 49,134 $4.4M
Intech Investment Management LLC 0.04% Add +105.8% 47,774 $4.2M
Quantinno Capital Management LP 0.00% Add +20.3% 45,787 $4.1M
BTG Pactual Asset Management US LLC 0.30% New 44,840 $4.0M
Capital Fund Management S.A. 0.03% Add +25.2% 41,893 $3.7M
Mariner, LLC 0.00% Add +26.4% 41,430 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 41,218 $3.7M
Ausbil Investment Management Ltd 1.59% No change 39,709 $3.5M
HSBC Holdings PLC 0.00% Reduce -69.0% 39,447 $3.5M
Bessemer Group Inc. 0.00% Reduce -4.3% 39,420 $3.5M
LPL Financial LLC 0.00% Add +90.8% 37,997 $3.4M
Public Employees Retirement System of Ohio 0.01% Add +56.1% 37,471 $3.3M
Ieq Capital, LLC 0.01% Add +4.8% 36,232 $3.2M
Cerity Partners LLC 0.00% Add +10.3% 35,334 $3.1M
Capstone Investment Advisors, LLC 0.03% New 34,032 $3.0M
Creative Planning 0.00% Add +27.1% 32,279 $2.9M
Trexquant Investment LP 0.02% Add +15.5% 30,480 $2.7M
Pathstone Holdings, LLC 0.01% Reduce -7.3% 30,174 $2.7M
Y-Intercept (Hong Kong) Ltd 0.05% New 29,680 $2.6M
Jupiter Asset Management Ltd. 0.01% New 29,218 $2.6M
GW&K Investment Management, LLC 0.02% Reduce -0.9% 27,942 $2.5M
KLP Kapitalforvaltning As 0.01% Reduce -20.1% 27,900 $2.5M
Amalgamated Bank 0.02% Reduce -0.7% 27,606 $2.4M
Occudo Quantitative Strategies LP 0.13% Add +94.5% 27,357 $2.4M
Numerai GP LLC 0.20% New 27,143 $2.4M
Jupiter Topco LLC 0.00% — 26,877 $2.4M
Horizon Investments, LLC 0.03% Add +1576.8% 26,628 $2.4M
Corient Private Wealth LP 0.00% Add +1.1% 26,514 $2.4M
Ethic Inc. 0.03% Add +111.3% 26,300 $2.3M
Bank of Montreal 0.00% Add +2.3% 26,146 $2.3M
State of Tennessee, Department of Treasury 0.01% Reduce -23.8% 24,837 $2.2M
Vanguard Global Advisers, LLC 0.00% Reduce -5.2% 24,391 $2.2M
D. E. Shaw & Co. 0.00% Reduce -78.5% 24,290 $2.2M
Mercer Global Advisors Inc. 0.00% Add +25.8% 24,278 $2.2M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -25.9% 23,570 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -5.5% 23,278 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 23,043 $2.0M
Covalis Capital LLP 0.12% Add +22.9% 22,898 $2.0M
Knights of Columbus Asset Advisors LLC 0.10% Add +0.8% 22,886 $2.0M
Amundi 0.00% Add +239.6% 22,767 $2.0M
O'Keefe Stevens Advisory, Inc. 0.41% Add +2.6% 22,572 $2.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +17.5% 21,797 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 21,298 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +2.0% 21,219 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 21,135 $1.9M
Louisiana State Employees Retirement System 0.02% Add +1.1% 18,800 $1.7M
Ameritas Investment Partners, Inc. 0.04% Add +6.2% 18,542 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -5.6% 18,440 $1.6M
Entropy Technologies, LP 0.06% Add +58.7% 18,388 $1.6M
ProShare Advisors LLC 0.00% Add +1.6% 18,162 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +55.3% 17,646 $1.6M
D.A. Davidson & Co. 0.01% Reduce -2.0% 17,641 $1.6M
Landscape Capital Management, L.L.C. 0.10% Add +196.5% 17,331 $1.5M
Odyssean, LLC 0.25% Add +616.6% 17,178 $1.5M
Royal Bank of Canada 0.00% Reduce -70.0% 17,096 $1.5M
Arizona State Retirement System 0.01% Add +0.7% 16,972 $1.5M
Acadian Asset Management LLC 0.00% Add +188.0% 16,769 $1.5M
State Board of Administration of Florida Retirement System 0.00% Reduce -3.5% 15,615 $1.4M
Federation des caisses Desjardins du Quebec 0.00% Add +0.9% 15,543 $1.4M
Vanguard Investments Australia, Ltd. 0.00% No change 15,509 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -4.2% 15,421 $1.4M
Glenmede Trust Co. NA 0.01% Add +13.2% 15,395 $1.4M
Dockside LLC 0.32% — 15,392 $1.4M
State of New Jersey Common Pension Fund D 0.00% Reduce -40.8% 15,265 $1.4M
State of Michigan Retirement System 0.01% Reduce -2.6% 15,029 $1.3M
Allstate Corp. 0.01% Add +1.7% 14,889 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +26.1% 14,109 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.7% 14,489 $1.3M
Alps Advisors Inc. 0.01% Add +3.4% 14,301 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -1.2% 14,304 $1.3M
Stifel Financial Corp. 0.00% Add +1.2% 14,255 $1.3M
Voya Investment Management LLC 0.00% Add +24.5% 13,932 $1.2M
Cetera Investment Advisers 0.00% Reduce -16.1% 13,438 $1.2M
Oregon Public Employees Retirement Fund 0.01% Add +1.1% 13,338 $1.2M
New Mexico Educational Retirement Board 0.03% No change 13,300 $1.2M
Brevan Howard Capital Management LP 0.02% Reduce -66.5% 13,121 $1.2M
Captrust Financial Advisors 0.00% Add +73.3% 13,113 $1.2M
Holocene Advisors, LP 0.00% Reduce -27.4% 12,726 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -27.8% 12,627 $1.1M
Freestone Grove Partners LP 0.01% Reduce -20.6% 12,331 $1.1M
STRS Ohio 0.00% Add +21.8% 12,300 $1.1M
Daiwa Securities Group Inc. 0.00% Add +20.9% 12,237 $1.1M
Natixis Advisors, LLC 0.00% Add +5.3% 12,197 $1.1M
MML Investors Services, LLC 0.00% Add +4.8% 11,860 $1.1M
Waterloo Capital, L.P. 0.06% New 11,604 $1.0M
US Bancorp \de 0.00% Add +1.8% 11,137 $988K
Pictet Asset Management Holding SA 0.00% No change 11,091 $984K
First Citizens Bank & Trust Co. 0.01% Reduce -1.9% 10,908 $967K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.6% 10,832 $961K
Sivia Capital Partners, LLC 0.12% Add +86.9% 10,671 $946K
Xponance LLC 0.01% Add +8.7% 10,338 $917K
Jane Street Group, LLC 0.00% Reduce -33.5% 10,093 $895K
Elo Mutual Pension Insurance Co 0.01% Reduce -21.3% 10,041 $890K
Susquehanna International Group, LLP 0.00% Reduce -61.6% 9,978 $885K
HighTower Advisors, LLC 0.00% Reduce -8.5% 9,575 $849K
EntryPoint Capital, LLC 0.19% No change 8,905 $790K
State of Alaska, Department of Revenue 0.01% Reduce -2.0% 8,715 $772K
Central Pacific Bank - Trust Division 0.08% No change 8,600 $763K
Nisa Investment Advisors, LLC 0.00% Add +4.9% 8,237 $730K
Massachusetts Wealth Management 0.28% No change 8,235 $730K
Osaic Holdings, Inc. 0.00% Add +269.8% 8,047 $714K
TD Asset Management Inc 0.00% New 7,700 $683K
Sequoia Financial Advisors, LLC 0.00% Add +23.6% 7,685 $682K
Inspire Investing, LLC 0.03% Add +27.9% 7,641 $678K
Pacer Advisors, Inc. 0.00% Reduce -2.4% 7,234 $642K
CIBC Bancorp USA Inc. 0.00% Add +11.0% 7,036 $624K
Axq Capital, LP 0.07% Add +19.1% 6,904 $612K
Praxis Investment Management Inc. 0.03% No change 6,850 $607K
Lazard Asset Management LLC 0.00% New 6,843 $607K
Bridgefront Capital, LLC 0.16% Add +166.7% 6,815 $604K
Focus Partners Wealth 0.00% Add +35.9% 6,681 $592K
Swiss Life Asset Management Ltd 0.00% Add +8.6% 6,476 $574K
Gsa Capital Partners LLP 0.04% Reduce -9.1% 6,456 $573K
Magnetar Financial LLC 0.01% Reduce -77.4% 6,217 $551K
Federated Hermes, Inc. 0.00% Add +0.5% 6,200 $550K
Centiva Capital, LP 0.02% Add +17.6% 6,055 $537K
Baker Ellis Asset Management LLC 0.06% No change 6,000 $532K
PNC Financial Services Group, Inc. 0.00% Add +4.3% 5,973 $530K
Crossmark Global Holdings, Inc. 0.01% Add +48.8% 5,949 $528K
Tidal Investments LLC 0.00% Add +80.8% 5,879 $521K
Atria Investments, Inc 0.01% Reduce -1.7% 5,789 $513K
Rothschild Investment LLC 0.02% Add +140.2% 5,770 $512K
Tower Research Capital LLC (TRC) 0.01% Add +34.2% 5,759 $511K
Fox Run Management, L.L.C. 0.08% New 5,655 $501K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -1.6% 5,654 $501K
Lanark Financial, Inc. 0.03% Reduce -0.7% 5,641 $500K
AdvisorShares Investments LLC 0.06% No change 5,530 $490K
Spirit of America Management Corp. 0.09% Add +12.5% 5,400 $479K
KBC Group NV 0.00% Add +167.2% 5,382 $477K
Engineers Gate Manager LP 0.01% Reduce -39.2% 5,310 $471K
O'shaughnessy Asset Management, LLC 0.00% Reduce -24.8% 5,309 $471K
Quadrant Capital Group LLC 0.01% Reduce -0.4% 5,263 $467K
Atom Investors LP 0.04% New 5,015 $445K
Allspring Global Investments Holdings, LLC 0.00% Add +3.1% 4,977 $441K
Securian Asset Management, Inc. 0.02% No change 4,735 $436K
AlphaGrep UK Ltd 0.13% Reduce -43.6% 4,845 $430K
AE Wealth Management LLC 0.00% Add +11.3% 4,839 $429K
111 Capital 0.07% Reduce -1.6% 4,738 $420K
Commonwealth Equity Services, LLC 0.00% Add +4.2% 4,735 $420K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -89.2% 4,727 $419K
Ti-Trust, Inc. 0.22% No change 4,615 $409K
M&T Bank Corp 0.00% Add +20.1% 4,569 $405K
Arax Advisory Partners 0.00% Add +1798.7% 4,462 $396K
Summit Financial, LLC 0.00% Reduce -0.7% 4,218 $374K
BTC Capital Management, Inc. 0.02% Add +1.9% 4,141 $367K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 4,100 $364K
First Manhattan Co. Llc. 0.00% No change 4,100 $364K
NewEdge Advisors, LLC 0.00% Add +19.7% 4,051 $359K
Aigen Investment Management, LP 0.10% Add +23.1% 4,042 $358K
DNB Asset Management AS 0.00% No change 3,990 $354K
Coldstream Capital Management Inc. 0.00% Reduce -28.5% 3,884 $344K
R Squared Ltd 0.17% New 3,699 $328K
Rockefeller Capital Management L.P. 0.00% Reduce -0.3% 3,679 $326K
Empowered Funds, LLC 0.00% Reduce -3.9% 3,617 $321K
MAI Capital Management 0.00% Add +61.7% 3,527 $313K
Clear Creek Financial Management, LLC 0.02% Add +0.9% 3,522 $312K
Farther Finance Advisors, LLC 0.00% Reduce -13.7% 3,508 $311K
Assetmark, Inc. 0.00% Add +14.2% 3,508 $311K
Ironwood Investment Counsel, LLC 0.04% Add +0.7% 3,499 $310K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.3% 3,414 $303K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -67.3% 3,331 $295K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 3,221 $286K
Integrated Advisors Network LLC 0.01% Reduce -34.2% 3,211 $285K
Teacher Retirement System of Texas 0.00% New 3,196 $283K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +8.5% 3,189 $283K
Hillsdale Investment Management Inc. 0.01% No change 3,080 $273K
Foster Group, Inc. 0.01% New 3,034 $269K
Merit Financial Group, LLC 0.00% Add +27.2% 3,015 $267K
Mirabella Financial Services LLP 0.03% Reduce -9.0% 2,921 $259K
Vise Technologies, Inc. 0.00% New 2,917 $259K
Sanctuary Advisors, LLC 0.00% New 2,892 $256K
HB Wealth Management, LLC 0.00% New 2,878 $255K
Optas, LLC 0.04% No change 2,831 $251K
Citizens Financial Group Inc. 0.00% New 2,830 $251K
Allworth Financial LP 0.00% Add +28.7% 2,758 $245K
Profund Advisors LLC 0.01% Add +13.2% 2,717 $241K
Central Valley Advisors, LLC 0.06% Add +0.1% 2,676 $237K
Buckley Wealth Management, LLC 0.06% Reduce -45.9% 2,650 $235K
Storgate, LLC 0.05% New 2,608 $231K
Ritholtz Wealth Management 0.00% New 2,588 $230K
Jacobsen Capital Management 0.07% Reduce -11.1% 2,579 $229K
Belpointe Asset Management LLC 0.01% Add +0.5% 2,531 $224K
One Capital Management, LLC 0.01% No change 2,500 $217K
Savant Capital, LLC 0.00% New 2,464 $216K
&partners 0.00% Reduce -8.2% 2,440 $216K
Brighton Jones LLC 0.00% New 2,379 $211K
Fifth Third Wealth Advisors LLC 0.01% New 2,370 $210K
Choreo, LLC 0.00% No change 2,370 $210K
Ellevest, Inc. 0.02% New 2,352 $209K
Emerald Advisors, LLC 0.03% Reduce -1.1% 2,350 $208K
Kingsview Wealth Management, LLC 0.00% Reduce -0.8% 2,329 $207K
QRG Capital Management, Inc. 0.00% New 2,322 $206K
Eventide Asset Management, LLC 0.00% New 2,257 $202K
Abel Hall, LLC 0.03% New 2,267 $201K
Farmers & Merchants Investments Inc. 0.00% Add +0.1% 2,133 $189K
Ensign Peak Advisors, Inc 0.00% Reduce -97.7% 2,132 $189K
Nykredit A/S 0.00% — 2,118 $188K
Bokf, NA 0.00% Reduce -0.9% 2,096 $186K
Versant Capital Management, Inc 0.02% No change 2,039 $181K
GAMMA Investing LLC 0.01% Add +8.5% 1,960 $174K
Global Retirement Partners, LLC 0.00% — 1,907 $169K
Cassaday & Co Wealth Management LLC 0.00% No change 1,876 $166K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -2.5% 1,602 $142K
Signaturefd, LLC 0.00% Add +2.8% 1,565 $139K
IFP Advisors, Inc 0.00% Add +137.7% 1,212 $107K
Trifecta Capital Advisors, LLC 0.01% No change 1,000 $89K
Parallel Advisors, LLC 0.00% Reduce -3.1% 921 $82K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.7% 729 $65K
AdvisorNet Financial, Inc 0.00% No change 700 $62K
Hantz Financial Services, Inc. 0.00% Add +27.8% 593 $53K
Quantum Portfolio Management LLC 0.02% New 545 $48K
Evermay Wealth Management LLC 0.00% No change 533 $47K
Harbour Investments, Inc. 0.00% Reduce -14.5% 512 $45K
Kemnay Advisory Services Inc. 0.01% Reduce -4.3% 493 $44K
Parkside Financial Bank & Trust 0.00% No change 472 $42K
Blue Trust, Inc. 0.00% Reduce -4.4% 453 $40K
Optiver Holding B.V. 0.00% Add +54.0% 448 $40K
International Assets Investment Management, LLC 0.00% Add +54.3% 432 $38K
SouthState Bank Corp 0.00% No change 406 $36K
Bravera Wealth 0.01% No change 397 $35K
Macquarie Group Ltd. 0.00% New 360 $32K
Nomura Asset Management Co. Ltd. 0.00% Reduce -51.4% 350 $31K
Private Trust Co. NA 0.00% No change 337 $30K
Essential Partners LLC 0.01% Add +54.9% 330 $29K
Bell Investment Advisors, Inc 0.00% Add +9.1% 313 $28K
Glass Jacobson Investment Advisors llc 0.01% No change 300 $27K
UMB Bank, n.a. 0.00% Add +10.1% 294 $26K
Sunrise Financial Services, LLC 0.02% No change 286 $25K
Harbor Capital Advisors, Inc. 0.00% Reduce -12.0% 287 $25K
Key Financial Inc 0.00% No change 279 $25K
St Germain D J Co. Inc. 0.00% Reduce -66.0% 276 $24K
Blueline Advisors LLC 0.02% No change 254 $23K
First Pacific Financial 0.00% No change 250 $22K
Caitlin John, LLC 0.01% No change 242 $21K
SJS Investment Consulting Inc. 0.00% Add +109.7% 239 $21K
Steward Partners Investment Advisory, LLC 0.00% No change 231 $20K
Hoey Investments, Inc. 0.00% No change 200 $18K
Zions Bancorporation, National Association 0.00% No change 200 $18K
Manchester Capital Management LLC 0.00% No change 194 $17K
True Wealth Design, LLC 0.00% Add +29.1% 191 $17K
Westside Investment Management, Inc. 0.00% No change 180 $16K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 180 $16K
Clearstead Trust, LLC 0.00% No change 169 $15K
Quent Capital, LLC 0.00% Add +53.2% 167 $15K
Hughes Financial Services, LLC 0.00% Add +0.6% 161 $14K
North Star Investment Management Corp. 0.00% No change 150 $13K
Alpine Bank Wealth Management 0.00% New 131 $12K
Strategic Investment Solutions, Inc. 0.00% No change 128 $11K
LRI Investments, LLC 0.00% Add +3.3% 126 $11K
Eurizon Capital SGR S.p.A. 0.00% No change 118 $11K
Financial Consulate, Inc. 0.00% No change 106 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 102 $9K
Larson Financial Group LLC 0.00% Add +7.3% 88 $8K
Clearstead Advisors, LLC 0.00% Add +466.7% 85 $8K
CVA Family Office, LLC 0.00% Add +15.9% 80 $7K
Covestor Ltd 0.00% Reduce -54.7% 77 $7K
Smartleaf Asset Management LLC 0.00% No change 68 $6K
Basecamp Wealth Advisors LLC 0.00% Add +687.5% 63 $6K
Fiduciary Financial Advisors 0.00% New 66 $6K
MassMutual Private Wealth & Trust, FSB 0.00% No change 61 $5K
Crews Bank & Trust 0.00% No change 60 $5K
Corsicana & Co. 0.00% No change 55 $5K
SBI Securities Co., Ltd. 0.00% No change 55 $5K
Delta Asset Management LLC 0.00% No change 50 $4K
Triumph Capital Management 0.00% No change 50 $4K
JFS Wealth Advisors, LLC 0.00% No change 47 $4K
Capital Advisors, Ltd. LLC 0.00% No change 43 $4K
Fortitude Family Office, LLC 0.00% Add +4.7% 45 $4K
High Note Wealth, LLC 0.00% Add +90.0% 38 $3K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -84.5% 36 $3K
Transamerica Financial Advisors, LLC 0.00% Add +118.8% 35 $3K
Private Wealth Management Group, LLC 0.00% No change 29 $3K
Quarry LP 0.00% Reduce -98.5% 29 $3K
Keating Financial Advisory Services, Inc. 0.00% Reduce -6.5% 29 $3K
Wealth Enhancement Trust Services, Inc. 0.00% New 27 $2K
Rialto Wealth Management, LLC 0.00% Add +31.6% 25 $2K
Spectrum Wealth Advisory Group, LLC 0.00% New 23 $2K
Huntington National Bank 0.00% Reduce -52.4% 20 $2K
First Horizon Corp. 0.00% No change 16 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +16.7% 14 $1K
Creative Capital Management Investments LLC 0.00% New 14 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $1K
Bogart Wealth, LLC 0.00% New 12 $1K
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $799
Nalls Sherbakoff Group, LLC 0.00% No change 9 $798
Northwestern Mutual Wealth Management Co. 0.00% Reduce -90.9% 9 $798
Bare Financial Services, Inc 0.00% No change 8 $709
SHP Wealth Management 0.00% New 7 $621
JPL Wealth Management, LLC 0.00% New 6 $533
Cornerstone Financial Management LLC 0.00% New 6 $532
Cornerstone Planning Group LLC 0.00% Reduce -16.7% 5 $471
Activest Wealth Management 0.00% No change 4 $355
Planning Strategies Inc. 0.00% — 3 $266
Rossby Financial, LCC 0.00% No change 3 $266
Torren Management, LLC 0.00% No change 2 $201
Kilter Group LLC 0.00% Reduce -50.0% 2 $178
GHP Investment Advisors, Inc. 0.00% No change 2 $178
DecisionPoint Financial, LLC 0.00% New 2 $178
Strive Financial Group ,LLC 0.00% New 2 $177
Buck Wealth Strategies, LLC 0.00% New 2 $177
Dunhill Financial, LLC 0.00% No change 1 $120
Raffa Wealth Management, LLC 0.00% No change 1 $89
Center for Financial Planning, Inc. 0.00% No change 1 $89
Maryland Capital Advisors Inc. 0.00% — 1 $89
American Capital Advisory, LLC 0.00% No change 1 $89
Navigoe, LLC 0.00% New 2 $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.