Southwest Gas Holdings SWX Institutional Ownership

NYSE SWX

$91.08 +2.64 (+2.99%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

409 Institutions

Increased 221 54.0%

Unchanged 72 17.6%

Reduced 116 28.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.94%

▲+2.89 pp QoQ

Shares Held by Institutions

67.40Mn

of 72.52Mn outstanding

▲+3.41% QoQ

Shares Outstanding

72.52Mn

5.12Mn held outside 13F filers

Institutional Investors

409

filed 13F for Jun 2026

▲+14 vs prior quarter

Net Shares Added (QoQ)

+2.22Mn

accumulated since last quarter

Value of Holdings

$6.14Bn

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

Updated Oct 11, 2026

Southwest Gas Holdings, Inc. (NYSE:SWX) had 409 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 92.94% of outstanding shares in Q2 2026, up from 90.05% the quarter before.
Total shares held in Southwest Gas Holdings rose 3.41% from Q1 2026, while the number of holders rose 25.46% from Q2 2025.
Of the 409 holders, 221 added to their positions, 116 reduced their stakes and 72 left their positions unchanged in Q2 2026.
Institutional investors held 67.4Mn shares of Southwest Gas Holdings in total at the end of Q2 2026, up 2.22Mn from the prior quarter and up 1.25Mn from a year earlier.
BlackRock, Inc. was the top holder of Southwest Gas Holdings as of June 30, 2026, with 11.18Mn shares, or 15.42% of shares outstanding.
Holders that added the most shares of Southwest Gas Holdings in Q2 2026 were AQR Capital Management LLC (+439.71K shares), BlackRock, Inc. (+434.07K shares), FMR LLC (+413.17K shares), Geode Capital Management, LLC (+378.96K shares) and Massachusetts Financial Services Co (+372.44K shares).
The largest position reductions in SWX for Q2 2026 were by Corvex Management LP (-1.11Mn shares), Zimmer Partners, LP (-498.76K shares), Balyasny Asset Management L.P. (-382.94K shares), Maverick Capital LTD (-237.37K shares) and Morgan Stanley (-212.49K shares).
Southwest Gas Holdings' 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (11.18Mn shares), FMR LLC (5.58Mn shares), Vanguard Portfolio Management LLC (3.97Mn shares), Corvex Management LP (3.21Mn shares), Vanguard Capital Management LLC (3.05Mn shares), State Street Corp (2.61Mn shares), Geode Capital Management, LLC (2.09Mn shares), Maverick Capital LTD (1.89Mn shares), AQR Capital Management LLC (1.6Mn shares) and Adage Capital Partners GP, L.L.C. (1.35Mn shares), per Business Quant data.

Form 13F Holdings

409 Institutional Holders

Report period 30 Jun, 2026

Total shares held 67.40Mn

Of outstanding 92.94%

#	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 409 holders