Institutional Ownership Southwest Gas Holdings, Inc. (SWX)
This table provides information about the institutional ownership of Southwest Gas Holdings, Inc. (SWX). We have compiled data on the 331 institutions that hold shares in the stock, with a total of 61 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
705
shares
|
$51,443
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
590
shares
|
$43,052
0.0% of portfolio
|
Q4 2024
Added 48.24%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
533
shares
|
$38,893
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
486
shares
|
$35,463
0.0% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
413
shares
|
$30,136
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
409
shares
|
$29,844
0.0% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
406
shares
|
$29,625
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
394
shares
|
$28,750
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
386
shares
|
$28,166
0.0% of portfolio
|
Q1 2020
Added 515.54%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
346
shares
|
$25,247
0.0% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
344
shares
|
$25,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
343
shares
|
$25,028
0.0% of portfolio
|
Q4 2024
Reduced 63.39%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
335
shares
|
$24,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
316
shares
|
$23,058
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
309
shares
|
$22,547
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
300
shares
|
$21,891
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
279
shares
|
$20,358
0.0% of portfolio
|
Q2 2023
Added 30.37%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
251
shares
|
$18,315
0.01% of portfolio
|
Q2 2024
Added 4870.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
250
shares
|
$18,242
0.0% of portfolio
|
Q4 2024
Added 32.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
247
shares
|
$18,023
0.0% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
238
shares
|
$17,366
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
233
shares
|
$17,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
209
shares
|
$15,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$14,594
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
180
shares
|
$13,134
0.0% of portfolio
|
Q1 2024
New holding
|