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 364 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
88
shares
|
$7,154
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
84
shares
|
$6,829
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
72
shares
|
$5,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
70
shares
|
$5,691
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
62
shares
|
$5,040
0.0% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
57
shares
|
$4,634
0.0% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
56
shares
|
$4,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
55
shares
|
$4,471
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
51
shares
|
$4,146
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
50
shares
|
$4,065
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
47
shares
|
$3,821
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
43
shares
|
$3,495
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
39
shares
|
$3,170
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
37
shares
|
$3,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
35
shares
|
$2,845
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
29
shares
|
$2,357
0.0% of portfolio
|
Q3 2024
Reduced 49.12%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25
shares
|
$2,032
0.0% of portfolio
|
Q3 2022
Reduced 24.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$1,869
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
21
shares
|
$1,707
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
20
shares
|
$1,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
17
shares
|
$1,382
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
17
shares
|
$1,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
16
shares
|
$1,300
0.0% of portfolio
|
Q3 2025
Reduced 86.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16
shares
|
$1,300
0.0% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
14
shares
|
$1,138
0.0% of portfolio
|
Q3 2025
New holding
|
|