Who owns SWX (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-Q1 13F filings. 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
The tracked-fund tape on SWX is one-sided between 2025-Q4 and 2026-Q1: 137 added or opened and 44 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 394 tracked filers holding SWX, 239 increased or opened the position and 144 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 43
- VANGUARD PORTFOLIO MANAGEMENT LLC$335M
- VANGUARD CAPITAL MANAGEMENT LLC$261M
- BALYASNY ASSET MANAGEMENT L.P.$49M
- Point72 Asset Management, L.P.$45M
- COHEN & STEERS, INC.$40M
- VANGUARD FIDUCIARY TRUST CO$37M
Full exits 17
- VANGUARD GROUP INC$554M
- ICAHN CARL C$483M
- Qube Research & Technologies Ltd$9M
- COMERICA BANK$7M
- 13D Management LLC$5M
- Hartree Partners, LP$5M
Largest adds
- T. Rowe Price Investment Management, Inc.$60M
- AQR CAPITAL MANAGEMENT LLC$53M
- Zimmer Partners, LP$38M
- BROOKFIELD Corp /ON/$34M
- RENAISSANCE TECHNOLOGIES LLC$30M
- STATE STREET CORP$23M
Largest trims
- BlackRock, Inc.$44M
- Corvex Management LP$27M
- WEDGE CAPITAL MANAGEMENT L L P/NC$16M
- NORGES BANK$12M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$6M
- Trexquant Investment LP$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 8,967,600 | $779M | 12.0% | 2026-Q1 |
| FMR LLC trimmed | 5,160,726 | $448M | 6.9% | 2026-Q1 |
| Corvex Management LP trimmed | 4,318,161 | $375M | 5.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,855,767 | $335M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,008,299 | $261M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 2,421,535 | $210M | 3.3% | 2026-Q1 |
| MAVERICK CAPITAL LTD added | 2,126,927 | $185M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,708,006 | $148M | 2.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,475,000 | $128M | 2.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,161,244 | $101M | 1.6% | 2026-Q1 |
| Channing Capital Management, LLC added | 1,106,831 | $96M | 1.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,071,793 | $93M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,054,750 | $92M | 1.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,034,583 | $90M | 1.4% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 966,089 | $84M | 1.3% | 2026-Q1 |
| River Road Asset Management, LLC trimmed | 903,750 | $79M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 846,251 | $74M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 833,953 | $72M | 1.1% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 829,634 | $72M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 794,255 | $69M | 1.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 782,818 | $68M | 1.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 760,462 | $66M | 1.0% | 2026-Q1 |
| BROOKFIELD Corp /ON/ added | 699,626 | $61M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 695,594 | $60M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 670,343 | $58M | 0.9% | 2026-Q1 |
| NORGES BANK trimmed | 759,350 | $55M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 609,398 | $53M | 0.8% | 2026-Q1 |
| Zimmer Partners, LP added | 606,922 | $53M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 565,916 | $49M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 514,794 | $45M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 491,826 | $43M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 489,729 | $43M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 484,552 | $42M | 0.7% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 462,720 | $40M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 459,000 | $40M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 435,739 | $38M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 427,037 | $37M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 420,651 | $37M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 395,336 | $34M | 0.5% | 2026-Q1 |
| UBS Group AG added | 393,500 | $34M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 355,543 | $31M | 0.5% | 2026-Q1 |
| Man Group plc added | 287,562 | $25M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 271,861 | $24M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 261,347 | $23M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 249,295 | $22M | 0.3% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP new | 216,680 | $19M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 214,687 | $19M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 210,571 | $18M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 208,997 | $18M | 0.3% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 178,366 | $16M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 177,961 | $15M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 166,660 | $14M | 0.2% | 2026-Q1 |
| Verbena Value LP added | 166,246 | $14M | 0.2% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. trimmed | 165,257 | $14M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 164,933 | $14M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 155,580 | $12M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 132,125 | $11M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 129,185 | $11M | 0.2% | 2026-Q1 |
| Sourcerock Group LLC trimmed | 128,669 | $11M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 127,258 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 121,300 | $11M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 113,010 | $10M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 110,733 | $10M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 99,227 | $9M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc | 94,132 | $8M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 93,547 | $8M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 92,563 | $8M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 92,246 | $8M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 91,388 | $8M | 0.1% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 90,417 | $8M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 87,009 | $8M | 0.1% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO new | 85,000 | $7M | 0.1% | 2026-Q1 |
| Moody Aldrich Partners LLC added | 84,002 | $7M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 79,703 | $7M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 78,760 | $7M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 76,336 | $7M | 0.1% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 75,041 | $7M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 74,411 | $6M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 73,040 | $6M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 67,908 | $6M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 67,655 | $6M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 64,754 | $6M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 63,830 | $6M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 62,813 | $5M | 0.1% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 59,570 | $5M | 0.1% | 2026-Q1 |
| Aventail Capital Group, LP added | 57,904 | $5M | 0.1% | 2026-Q1 |
| Maryland State Retirement & Pension System trimmed | 57,636 | $5M | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 57,494 | $5M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 56,976 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,926,325 | $554M | 8.6% | 2025-Q4 stale |
| ICAHN CARL C | 6,032,604 | $483M | 7.5% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 899,320 | $70M | 1.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 179,971 | $13M | 0.2% | 2025-Q1 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 176,360 | $13M | 0.2% | 2025-Q1 stale |
| Qube Research & Technologies Ltd added | 113,025 | $9M | 0.1% | 2025-Q4 stale |
| Keeley-Teton Advisors, LLC trimmed | 103,593 | $7M | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 96,001 | $7M | 0.1% | 2025-Q1 stale |
| COMERICA BANK added | 84,650 | $7M | 0.1% | 2025-Q4 stale |
| Phocas Financial Corp. added | 83,959 | $7M | 0.1% | 2025-Q3 stale |
| 13D Management LLC | 63,798 | $5M | 0.1% | 2025-Q4 stale |
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.