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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
4,100
shares
|
$299,177
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,048
shares
|
$295,382
0.0% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
4,023
shares
|
$293,558
0.04% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,000
shares
|
$291,880
0.06% of portfolio
|
Q3 2019
Reduced 42.86%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,949
shares
|
$288,158
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,893
shares
|
$284,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,869
shares
|
$282,320
0.0% of portfolio
|
Q4 2024
Added 2273.62%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
3,852
shares
|
$281,080
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,664
shares
|
$267,362
0.0% of portfolio
|
Q4 2022
Added 19.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,631
shares
|
$264,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
3,631
shares
|
$264,954
0.0% of portfolio
|
Q4 2024
Reduced 73.38%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
3,631
shares
|
$264,954
0.11% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,619
shares
|
$264,078
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,558
shares
|
$259,627
0.0% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,448
shares
|
$251,600
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,427
shares
|
$250,068
0.03% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,279
shares
|
$239,268
0.0% of portfolio
|
Q4 2024
Reduced 86.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,245
shares
|
$236,787
0.0% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,217
shares
|
$234,744
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3,172
shares
|
$231,460
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
3,150
shares
|
$229,855
0.05% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,091
shares
|
$225,550
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,056
shares
|
$222,996
0.0% of portfolio
|
Q4 2024
Reduced 45.29%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$218,910
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$218,910
0.0% of portfolio
|
Q1 2024
New holding
|