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 367 institutions that hold shares in the stock, with a total of 60.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
250
shares
|
$19,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
250
shares
|
$19,607
0.0% of portfolio
|
Q4 2024
Added 32.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
241
shares
|
$18,901
0.0% of portfolio
|
Q2 2025
Added 382.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
233
shares
|
$18,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
203
shares
|
$15,921
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$15,686
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$15,686
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
180
shares
|
$14,117
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
170
shares
|
$13,333
0.0% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
162
shares
|
$12,705
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
160
shares
|
$12,548
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
150
shares
|
$11,764
0.0% of portfolio
|
Q4 2021
Added 50.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
150
shares
|
$11,764
0.0% of portfolio
|
Q1 2025
Added 70.45%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
148
shares
|
$11,607
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
142
shares
|
$11,137
0.01% of portfolio
|
Q2 2022
Reduced 14.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
136
shares
|
$10,666
0.0% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
131
shares
|
$10,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
128
shares
|
$10,039
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
104
shares
|
$8,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$7,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
95
shares
|
$7,450
0.0% of portfolio
|
Q1 2025
Added 72.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
92
shares
|
$7,215
0.0% of portfolio
|
Q3 2024
Added 360.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
90
shares
|
$7,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
90
shares
|
$7,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
90
shares
|
$7,058
0.0% of portfolio
|
Q2 2025
New holding
|