DaveManuel.com · Institutional Ownership · Who Owns It
SOUTHWEST GAS HLDGS INC (SWX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
412
Reporting holders
$6.0B
Reported value
93.1%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+13
Holder change
Institutions report 67,461,257 shares against 72,445,853 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $991.5M | 11,181,201 | 0.01% | 8q | +4.0%+$38.5M |
| FMR LLC | $494.4M | 5,575,126 | 0.02% | 31q | +8.0%+$36.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $352.4M | 3,973,510 | 0.02% | 2q | +3.1%+$10.4M |
| Corvex Management LP | $284.5M | 3,208,538 | 8.69% | 16q | -25.7%-$98.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $270.3M | 3,047,616 | 0.01% | 2q | +1.3%+$3.5M |
| STATE STREET CORP | $231.2M | 2,607,181 | 0.01% | 31q | +7.7%+$16.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $185.1M | 2,086,964 | 0.01% | 31q | +22.2%+$33.6M |
| MAVERICK CAPITAL LTD | $167.6M | 1,889,558 | 1.48% | 11q | -11.2%-$21.0M |
| AQR CAPITAL MANAGEMENT LLC | $142.2M | 1,603,686 | 0.05% | 13q | +37.8%+$39.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $120.1M | 1,354,517 | 0.17% | 13q | -8.2%-$10.7M |
| T. Rowe Price Investment Management, Inc. | $101.1M | 1,140,210 | 0.07% | 5q | +10.2%+$9.4M |
| Channing Capital Management, LLC | $95.3M | 1,074,868 | 2.19% | 18q | -2.9%-$2.8M |
| DIMENSIONAL FUND ADVISORS LP | $93.9M | 1,058,783 | 0.02% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $87.4M | 985,861 | 0.04% | 31q | -8.0%-$7.6M |
| GABELLI FUNDS LLC | $84.3M | 950,843 | 0.54% | 31q | -1.6%-$1.4M |
| NORGES BANK | $84.1M | 948,095 | 0.01% | 32q | +13.4%+$9.9M |
| NORTHERN TRUST CORP | $79.1M | 892,391 | 0.01% | 31q | +12.4%+$8.7M |
| GOLDMAN SACHS GROUP INC | $77.1M | 869,554 | 0.01% | 31q | +25.0%+$15.4M |
| River Road Asset Management, LLC | $76.7M | 865,242 | 0.85% | 22q | -4.3%-$3.4M |
| Bank of New York Mellon Corp | $74.3M | 838,118 | 0.01% | 31q | -1.0%-$721.2K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $71.0M | 800,855 | 0.19% | 31q | -3.5%-$2.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $69.9M | 788,678 | 0.01% | 31q | -5.4%-$4.0M |
| GAMCO INVESTORS, INC. ET AL | $67.8M | 764,194 | 0.61% | 31q | -2.4%-$1.7M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $64.9M | 731,516 | 0.10% | 3q | -3.8%-$2.6M |
| Brookfield Corp /ON/ | $58.0M | 653,957 | 0.08% | 3q | -6.5%-$4.0M |
| COHEN & STEERS, INC. | $55.1M | 621,124 | 0.09% | 2q | +34.2%+$14.0M |
| VICTORY CAPITAL MANAGEMENT INC | $54.6M | 615,366 | 0.03% | 31q | +27.0%+$11.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $51.9M | 584,747 | 0.19% | 9q | +115.1%+$27.7M |
| JPMORGAN CHASE & CO | $51.3M | 569,101 | 0.00% | 31q | -6.6%-$3.6M |
| Nuveen, LLC | $43.4M | 489,853 | 0.01% | 6q | HELD |
| MORGAN STANLEY | $40.6M | 457,850 | 0.00% | 35q | -31.7%-$18.8M |
| BANK OF AMERICA CORP /DE/ | $39.6M | 446,234 | 0.00% | 31q | +12.9%+$4.5M |
| RENAISSANCE TECHNOLOGIES LLC | $38.9M | 438,900 | 0.05% | 6q | -4.4%-$1.8M |
| VANGUARD FIDUCIARY TRUST CO | $38.5M | 434,005 | 0.01% | 2q | +3.2%+$1.2M |
| NEUBERGER BERMAN GROUP LLC | $38.3M | 432,048 | 0.03% | 10q | +1.2%+$444.4K |
| FIRST TRUST ADVISORS LP | $38.1M | 429,758 | 0.02% | 31q | -12.2%-$5.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $37.7M | 424,659 | 0.01% | 5q | +713.2%+$33.0M |
| ALGERT GLOBAL LLC | $29.7M | 334,640 | 0.35% | 7q | +58.9%+$11.0M |
| Point72 Asset Management, L.P. | $29.6M | 333,470 | 0.03% | 2q | -35.2%-$16.1M |
| Weiss Asset Management LP | $25.1M | 283,242 | 0.26% | 2q | +1074.5%+$23.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $24.1M | 271,519 | 0.00% | 4q | +19.2%+$3.9M |
| UBS Group AG | $23.9M | 269,891 | 0.00% | 31q | -31.4%-$11.0M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $23.7M | 266,765 | 0.46% | 2q | +23.1%+$4.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $23.6M | 265,847 | 0.03% | 31q | +1.7%+$399.1K |
| Invesco Ltd. | $23.0M | 258,860 | 0.00% | 31q | -39.1%-$14.7M |
| Aventail Capital Group, LP | $22.0M | 247,816 | 1.26% | 4q | +328.0%+$16.8M |
| BARCLAYS PLC | $21.6M | 243,395 | 0.00% | 31q | -2.4%-$523.2K |
| CITADEL ADVISORS LLC | $21.0M | 236,396 | 0.00% | 31q | -45.7%-$17.7M |
| Russell Investments Group, Ltd. | $20.9M | 235,496 | 0.02% | 31q | +112.7%+$11.1M |
| RHUMBLINE ADVISERS | $20.2M | 228,062 | 0.02% | 31q | +6.2%+$1.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $19.4M | 218,898 | 0.34% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $18.8M | 212,185 | 0.02% | 34q | +64.2%+$7.4M |
| Legal & General Group Plc | $17.8M | 200,354 | 0.00% | 31q | +119.2%+$9.7M |
| MetLife Investment Management, LLC | $16.9M | 191,116 | 0.08% | 32q | +181.4%+$10.9M |
| Balyasny Asset Management L.P. | $16.2M | 182,979 | 0.02% | 2q | -67.7%-$34.0M |
| Hudson Bay Capital Management LP | $15.5M | 174,713 | 0.04% | 4q | -2.0%-$323.9K |
| ALLIANCEBERNSTEIN L.P. | $15.1M | 173,330 | 0.00% | 31q | +11.4%+$1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.0M | 169,565 | 0.00% | 31q | +1.7%+$257.6K |
| California Public Employees Retirement System | $13.7M | 154,338 | 0.01% | 31q | -13.3%-$2.1M |
| MILLENNIUM MANAGEMENT LLC | $12.8M | 144,731 | 0.00% | 3q | +156.5%+$7.8M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $12.6M | 141,569 | 0.12% | 2q | +66.6%+$5.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $11.8M | 132,906 | 0.05% | 13q | -19.4%-$2.8M |
| AMERIPRISE FINANCIAL INC | $11.0M | 123,578 | 0.00% | 31q | +24.5%+$2.2M |
| Swiss National Bank | $11.0M | 123,500 | 0.01% | 31q | +1.8%+$195.1K |
| Verition Fund Management LLC | $10.7M | 121,000 | 0.05% | new | NEW |
| Verbena Value LP | $10.7M | 120,146 | 1.76% | 3q | -27.7%-$4.1M |
| Qube Research & Technologies Ltd | $10.6M | 119,948 | 0.01% | new | NEW |
| Sourcerock Group LLC | $10.4M | 117,443 | 0.54% | 5q | -8.7%-$995.5K |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $10.3M | 116,426 | 0.04% | 31q | +1898.4%+$9.8M |
| Man Group plc | $9.8M | 110,713 | 0.02% | 8q | -61.5%-$15.7M |
| Zimmer Partners, LP | $9.6M | 108,159 | 0.22% | 8q | -82.2%-$44.2M |
| BNP PARIBAS FINANCIAL MARKETS | $9.6M | 107,822 | 0.00% | 31q | +16.5%+$1.4M |
| Walleye Capital LLC | $8.8M | 99,739 | 0.03% | 8q | -24.5%-$2.9M |
| WELLS FARGO & COMPANY/MN | $8.6M | 96,993 | 0.00% | 31q | +32.8%+$2.1M |
| Lighthouse Investment Partners, LLC | $8.5M | 95,895 | 0.23% | 2q | +736.8%+$7.5M |
| SEI INVESTMENTS CO | $8.4M | 95,136 | 0.01% | 31q | +1.7%+$140.9K |
| DEUTSCHE BANK AG\ | $8.4M | 94,484 | 0.00% | 34q | +2.4%+$198.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $8.1M | 91,749 | 0.00% | 31q | +23.3%+$1.5M |
| HENNESSY ADVISORS INC | $8.0M | 90,417 | 0.26% | 31q | HELD |
| CANADA LIFE ASSURANCE Co | $8.0M | 90,059 | 0.01% | 27q | +3.5%+$270.1K |
| SummitTX Capital, L.P. | $7.4M | 83,440 | 0.19% | 3q | +117.0%+$4.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.3M | 82,281 | 0.01% | 17q | +28.9%+$1.6M |
| RAYMOND JAMES FINANCIAL INC | $6.9M | 77,568 | 0.00% | 7q | -2.7%-$189.3K |
| Magellan Asset Management Ltd | $6.8M | 77,010 | 0.15% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.6M | 74,145 | 0.01% | 31q | -2.9%-$194.3K |
| Sterling Capital Management LLC | $6.4M | 72,134 | 0.11% | 12q | -3.9%-$257.8K |
| FRANKLIN RESOURCES INC | $6.0M | 67,618 | 0.00% | 29q | +4.4%+$254.0K |
| Retirement Systems of Alabama | $5.9M | 66,621 | 0.02% | 31q | -15.4%-$1.1M |
| Moody Aldrich Partners LLC | $5.9M | 66,299 | 1.06% | 16q | -21.1%-$1.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.8M | 65,189 | 0.00% | 31q | +3.8%+$210.7K |
| Schonfeld Strategic Advisors LLC | $5.8M | 65,111 | 0.02% | 2q | +2272.8%+$5.5M |
| CITIGROUP INC | $5.7M | 63,895 | 0.00% | 31q | +169.1%+$3.6M |
| Maryland State Retirement & Pension System | $5.4M | 61,067 | 0.09% | 15q | +6.0%+$304.3K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.1M | 57,800 | 0.01% | 2q | +51.9%+$1.8M |
| Sagefield Capital LP | $5.0M | 56,152 | 0.37% | new | NEW |
| SG Americas Securities, LLC | $4.9M | 55,567 | 0.00% | 6q | +425.3%+$4.0M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4.9M | 54,781 | 0.16% | 22q | -8.0%-$424.7K |
| FIFTH THIRD BANCORP | $4.7M | 52,907 | 0.01% | 16q | -21.8%-$1.3M |
| Allianz Asset Management GmbH | $4.7M | 52,630 | 0.00% | 2q | +35.9%+$1.2M |
| AMERICAN CENTURY COMPANIES INC | $4.7M | 52,474 | 0.00% | 22q | +8.4%+$360.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Capital Management | 5.1% |
| 2026-10-27 | 13G/A | BlackRock, Inc. | 15.1% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-20 | 2026-10-20 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-28 | Williams Julie M. | SVP/Cont. Improvement and Opt. | Sold | 2,500 | $204.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 103 | $73.0M | 894,346 | 17 | 38 | 13 | 0.0% |
| Q2 2026 | 412 | $6.0B | 67,461,257 | 50 | 164 | 114 | 0.0% |
| Q1 2026 | 399 | $5.7B | 65,184,080 | 83 | 147 | 95 | 0.0% |
| Q4 2025 | 354 | $5.4B | 67,976,049 | 44 | 104 | 124 | 0.0% |
| Q3 2025 | 334 | $5.3B | 67,799,085 | 44 | 126 | 86 | 0.1% |
| Q2 2025 | 329 | $5.0B | 67,145,830 | 44 | 132 | 94 | 0.1% |
| Q1 2025 | 346 | $4.7B | 64,798,467 | 58 | 117 | 99 | 0.0% |
| Q4 2024 | 309 | $4.6B | 65,552,634 | 31 | 117 | 98 | 0.0% |
| Q3 2024 | 298 | $4.8B | 65,549,121 | 35 | 98 | 107 | 0.0% |
| Q2 2024 | 286 | $4.7B | 66,856,454 | 37 | 92 | 90 | 0.0% |
| Q1 2024 | 287 | $5.2B | 67,663,361 | 39 | 70 | 112 | 0.0% |
| Q4 2023 | 279 | $4.3B | 67,043,112 | 33 | 75 | 106 | 0.1% |
| Q3 2023 | 280 | $4.0B | 65,368,422 | 28 | 70 | 118 | 0.2% |
| Q2 2023 | 272 | $4.2B | 65,954,891 | 31 | 99 | 89 | 0.2% |
| Q1 2023 | 281 | $4.1B | 65,550,428 | 34 | 123 | 78 | 0.2% |
| Q4 2022 | 296 | $3.7B | 59,574,814 | 47 | 117 | 76 | 0.3% |
| Q3 2022 | 276 | $4.4B | 96,741,697 | 42 | 88 | 96 | 0.1% |
| Q2 2022 | 284 | $5.8B | 90,262,404 | 51 | 77 | 111 | 0.1% |
| Q1 2022 | 301 | $5.1B | 64,588,538 | 59 | 105 | 68 | 0.2% |
| Q4 2021 | 276 | $5.6B | 79,568,088 | 37 | 102 | 64 | 0.1% |
| Q3 2021 | 259 | $5.4B | 79,974,186 | 25 | 84 | 80 | 0.0% |
| Q2 2021 | 270 | $5.1B | 77,732,735 | 22 | 97 | 88 | 0.0% |
| Q1 2021 | 277 | $5.2B | 76,170,842 | 38 | 104 | 85 | 0.0% |
| Q4 2020 | 275 | $4.6B | 75,639,445 | 30 | 98 | 92 | 0.0% |
| Q3 2020 | 271 | $6.5B | 103,199,374 | 37 | 77 | 100 | 0.0% |
| Q2 2020 | 268 | $6.6B | 95,795,986 | 38 | 87 | 87 | 0.0% |
| Q1 2020 | 262 | $10.3B | 148,386,382 | 24 | 87 | 93 | 0.0% |
| Q4 2019 | 294 | $7.3B | 95,466,517 | 32 | 104 | 87 | 0.0% |
| Q3 2019 | 302 | $8.6B | 95,011,786 | 46 | 96 | 88 | 0.0% |
| Q2 2019 | 284 | $9.2B | 102,144,560 | 32 | 92 | 90 | 0.0% |
| Q1 2019 | 294 | $8.1B | 98,041,648 | 45 | 89 | 84 | 0.0% |
| Q4 2018 | 276 | $15.7B | 204,714,701 | 5 | 4 | 5 | 0.0% |