Southwest Gas Holdings SWX Institutional Ownership

NYSE SWX

$82.67 +0.91 (+1.11%)

At close: Oct 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

410 Institutions

Increased 222 54.1%

Unchanged 72 17.6%

Reduced 116 28.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

94.03%

▲+4.06 pp QoQ

Shares Held by Institutions

68.19Mn

of 72.52Mn outstanding

▲+5.65% QoQ

Shares Outstanding

72.52Mn

4.33Mn held outside 13F filers

Institutional Investors

410

filed 13F for Jun 2026

▲+15 vs prior quarter

Net Shares Added (QoQ)

+3.65Mn

accumulated since last quarter

Value of Holdings

$5.64Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Southwest Gas Holdings, Inc. (NYSE:SWX) has 410 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 94.0% of Southwest Gas Holdings's outstanding shares in June 2026, up from 90.0% in March 2026.
Their total shares held in SWX increased 5.65% quarter over quarter, and separately, investors owning Southwest Gas Holdings increased 25.38% from a year ago.
Among the 410 funds, 222 bought more Southwest Gas Holdings shares, 116 sold down, and 72 held their ground.
Combined, these investors held 68.19Mn shares in SWX for June 2026, up by 3.65Mn shares quarter on quarter, and up 2.03Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Southwest Gas Holdings with 11.18Mn shares, accounting for 15.42% of total shares outstanding.
The biggest buyers of Southwest Gas Holdings for the quarter ending June 2026 included NORGES BANK (948.1K), Sixth Street Partners Management Company, L.P. (788.68K), AQR CAPITAL MANAGEMENT LLC (439.71K), BlackRock, Inc. (434.07K), FMR LLC (413.17K).
The biggest sellers of Southwest Gas Holdings for the quarter ending June 2026 included Corvex Management LP (1.11Mn), Zimmer Partners, LP (498.76K), BALYASNY ASSET MANAGEMENT L.P. (382.94K), MAVERICK CAPITAL LTD (237.37K), Morgan Stanley (212.49K).
Per Business Quant, the top 10 investors in SWX for the quarter ending June 2026 include BlackRock, Inc. (11.18Mn), FMR LLC (5.58Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.97Mn), Corvex Management LP (3.21Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.05Mn), State Street Corp (2.61Mn), GEODE CAPITAL MANAGEMENT, LLC (2.09Mn), MAVERICK CAPITAL LTD (1.89Mn), AQR CAPITAL MANAGEMENT LLC (1.6Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (1.35Mn).

Form 13F Holdings

410 Institutional Holders

Report period 30 Jun, 2026

Total shares held 68.19Mn

Of outstanding 94.03%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	11,181,201	15.42%	▲434,070	+4.04%	$991.55Mn
2	FMR LLC	0000315066	5,575,126	7.69%	▲413,169	+8.00%	$494.40Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,973,510	5.48%	▲117,743	+3.05%	$352.37Mn
4	Corvex Management LP	0001535472	3,208,538	4.42%	▼1,109,623	-25.70%	$284.53Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,047,616	4.20%	▲39,317	+1.31%	$270.26Mn
6	State Street Corp	0000093751	2,607,181	3.60%	▲185,646	+7.67%	$231.20Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,086,964	2.88%	▲378,958	+22.19%	$185.10Mn
8	MAVERICK CAPITAL LTD	0000934639	1,889,558	2.61%	▼237,369	-11.16%	$167.57Mn
9	AQR CAPITAL MANAGEMENT LLC	0001167557	1,603,686	2.21%	▲439,708	+37.78%	$142.21Mn
10	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	1,354,517	1.87%	▼120,483	-8.17%	$120.12Mn
11	T. Rowe Price Investment Management, Inc.	0001897612	1,140,210	1.57%	▲105,627	+10.21%	$101.11K
12	Channing Capital Management, LLC	0001302404	1,074,868	1.48%	▼31,963	-2.89%	$95.32Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	1,058,783	1.46%	▲4,033	+0.38%	$93.90Mn
14	Principal Financial Group Inc	0001126328	985,861	1.36%	▼85,932	-8.02%	$87.43Mn
15	GABELLI FUNDS LLC	0001081407	950,843	1.31%	▼15,246	-1.58%	$84.32Mn
16	NORGES BANK	0001374170	948,095	1.31%	▲948,095	0.00%	$84.08Mn
17	Northern Trust Corp	0000073124	892,391	1.23%	▲98,136	+12.36%	$79.14Mn
18	Goldman Sachs Group Inc	0000886982	869,554	1.20%	▲173,960	+25.01%	$77.11Mn
19	River Road Asset Management, LLC	0001341401	865,242	1.19%	▼38,508	-4.26%	$76.73Mn
20	Bank of New York Mellon Corp	0001390777	838,118	1.16%	▼8,133	-0.96%	$74.32Mn

Showing 1 to 20 of 410 holders