Who owns Southwest Gas Holdings (SWX)
Which tracked institutional funds hold SWX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
99 tracked funds added or opened SWX while 89 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SWX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SWX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SWX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 383 tracked filers holding SWX, 211 increased or opened the position and 175 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SWX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- KENNEDY CAPITAL MANAGEMENT LLC$19M
- Verition Fund Management LLC$11M
- Qube Research & Technologies Ltd$11M
- Magellan Asset Management Ltd$7M
- Sagefield Capital LP$5M
- BTG Pactual Asset Management US LLC$4M
Full exits 38
- T. Rowe Price Investment Management, Inc.$90M
- COHEN & STEERS, INC.$40M
- BW Gestao de Investimentos Ltda.$14M
- CANADA LIFE ASSURANCE Co$8M
- Edgestream Partners, L.P.$4M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4M
Largest adds
- BlackRock, Inc.$212M
- FMR LLC$46M
- AQR CAPITAL MANAGEMENT LLC$41M
- GEODE CAPITAL MANAGEMENT, LLC$37M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$33M
- NORGES BANK$30M
Largest trims
- Corvex Management LP$91M
- Zimmer Partners, LP$43M
- BALYASNY ASSET MANAGEMENT L.P.$33M
- MORGAN STANLEY$18M
- MAVERICK CAPITAL LTD$17M
- CITADEL ADVISORS LLC$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,181,201 | $992M | 17.8% | 2026-Q2 |
| FMR LLC added | 5,575,126 | $494M | 8.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,973,510 | $352M | 6.3% | 2026-Q2 |
| Corvex Management LP trimmed | 3,208,538 | $285M | 5.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,047,616 | $270M | 4.8% | 2026-Q2 |
| STATE STREET CORP added | 2,607,181 | $231M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,086,964 | $185M | 3.3% | 2026-Q2 |
| MAVERICK CAPITAL LTD trimmed | 1,889,558 | $168M | 3.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,603,686 | $142M | 2.6% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,354,517 | $120M | 2.2% | 2026-Q2 |
| Channing Capital Management, LLC trimmed | 1,074,868 | $95M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,058,783 | $94M | 1.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 985,861 | $87M | 1.6% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 950,843 | $84M | 1.5% | 2026-Q2 |
| NORGES BANK added | 948,095 | $84M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 892,391 | $79M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 869,554 | $77M | 1.4% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 865,242 | $77M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 838,118 | $74M | 1.3% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 800,855 | $71M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 788,678 | $70M | 1.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 764,194 | $68M | 1.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 731,516 | $65M | 1.2% | 2026-Q2 |
| Brookfield Corp /ON/ trimmed | 653,957 | $58M | 1.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 615,366 | $55M | 1.0% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 584,747 | $52M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 569,101 | $51M | 0.9% | 2026-Q2 |
| Nuveen, LLC trimmed | 489,853 | $43M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 457,850 | $41M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 446,234 | $40M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 438,900 | $39M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 434,005 | $38M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 432,048 | $38M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 429,758 | $38M | 0.7% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 424,659 | $38M | 0.7% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 334,640 | $30M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 333,470 | $30M | 0.5% | 2026-Q2 |
| Weiss Asset Management LP added | 283,242 | $25M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 271,519 | $24M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 269,891 | $24M | 0.4% | 2026-Q2 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 266,765 | $24M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 265,847 | $24M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 258,860 | $23M | 0.4% | 2026-Q2 |
| Aventail Capital Group, LP added | 247,816 | $22M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 243,395 | $22M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 236,396 | $21M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 235,496 | $21M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 228,062 | $20M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 218,898 | $19M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 212,185 | $19M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 200,354 | $18M | 0.3% | 2026-Q2 |
| MetLife Investment Management, LLC added | 191,116 | $17M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 182,979 | $16M | 0.3% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 174,713 | $15M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 173,330 | $15M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 169,565 | $15M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 154,338 | $14M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 144,731 | $13M | 0.2% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 141,569 | $13M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 132,906 | $12M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 123,578 | $11M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 123,500 | $11M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC added | 121,000 | $11M | 0.2% | 2026-Q2 |
| Verbena Value LP trimmed | 120,146 | $11M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 119,948 | $11M | 0.2% | 2026-Q2 |
| Sourcerock Group LLC trimmed | 117,443 | $10M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 110,713 | $10M | 0.2% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 108,159 | $10M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 107,822 | $10M | 0.2% | 2026-Q2 |
| Walleye Capital LLC trimmed | 99,739 | $9M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 96,993 | $9M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 95,895 | $9M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 95,136 | $8M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 94,484 | $8M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 91,749 | $8M | 0.1% | 2026-Q2 |
| HENNESSY ADVISORS INC | 90,417 | $8M | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. added | 83,440 | $7M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 82,281 | $7M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 77,568 | $7M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd new | 77,010 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 74,145 | $7M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 72,134 | $6M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 67,618 | $6M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 66,621 | $6M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 66,299 | $6M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 65,189 | $6M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 65,111 | $6M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 63,895 | $6M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 61,067 | $5M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 57,800 | $5M | 0.1% | 2026-Q2 |
| Sagefield Capital LP new | 56,152 | $5M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 54,781 | $5M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 52,907 | $5M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 52,474 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 52,218 | $5M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 49,911 | $4M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 49,134 | $4M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 48,818 | $4M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 47,774 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 45,787 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.