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SWX — SOUTHWEST GAS HLDGS INC

Reported value held$3.76B
Funds holding (latest)46
SectorUtilities
Funds holding (Q2 2026)37
Institutional value$3.17B · 35.86M sh
New / Add / Cut / Exit2 / 21 / 14 / 2
Top-5 / Top-10 concentration66.9% / 81.7%
Institutional holdings change Accumulating +4.0% (+1.38M sh)
Institutional value change Up +6.1%

As of Q2 2026, 37 SEC-registered investment managers reported holding SWX (SOUTHWEST GAS HLDGS INC) in their latest 13F filings, with a combined reported value of $3.17B across 35.86M shares. That is +4.0% by share count (+1.38M shares) versus the previous quarter, while reported value moved +6.1%. Ownership is concentrated: the five largest holders account for 66.9% of reported value and the top ten for 81.7%.

Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SWX is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 11.18M $991.55M 0.02% Add
Vanguard Group history Q4 2025 7.01M $561.05M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 5.58M $494.40M 0.02% Add
Corvex Management history Q2 2026 3.21M $284.53M 8.69% Reduce
Geode Capital Management history Q2 2026 2.09M $185.10M 0.01% Add
Maverick Capital history Q2 2026 1.89M $167.57M 1.51% Reduce
AQR Capital Management history Q2 2026 1.60M $142.21M 0.05% Add
Principal Global Investors history Q2 2026 985.86K $87.43M 0.04% Reduce
Norges Bank Investment Management history Q2 2026 948.10K $84.08M 0.01% Add
Northern Trust Corp history Q2 2026 892.39K $79.14M 0.01% Add
Goldman Sachs Group history Q2 2026 869.55K $77.11M 0.01% Add
BNY Mellon history Q2 2026 838.12K $74.32M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 788.68K $69.94M 0.01% Reduce
JPMorgan Chase & Co history Q2 2026 569.10K $51.27M 0.01% New
Morgan Stanley history Q2 2026 457.85K $40.60M 0.00% Reduce
Bank of America Corp history Q2 2026 446.23K $39.57M 0.00% Add
Renaissance Technologies history Q2 2026 438.90K $38.92M 0.05% Reduce
MFS Investment Management history Q2 2026 424.66K $37.66M 0.01% Add
Point72 Asset Management history Q2 2026 333.47K $29.57M 0.03% Reduce
Wellington Management Group history Q2 2026 271.52K $24.08M 0.00% Add

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 9.49M 9.65M 9.67M 9.88M 9.85M 10.28M 10.75M 11.18M
Fidelity Management & Research (FMR) 107.51K 776 457.06K 602.14K 414.61K 2.28K 2.70K 126.42K 782.90K 1.41M 3.06M 4.65M 3.22M 3.32M 3.38M 3.59M 4.80M 5.65M 5.16M 5.58M
Corvex Management — — 70.00K — 234.12K 37.77K 912.79K 2.06M 3.43M 4.77M 4.77M 4.77M 4.77M 4.77M 4.77M 5.03M 5.03M 5.03M 4.32M 3.21M
Geode Capital Management 1.00M 1.03M 1.16M 1.24M 1.22M 1.25M 1.32M 1.35M 1.28M 1.33M 1.38M 1.43M 1.45M 1.44M 1.49M 1.54M 1.59M 1.60M 1.71M 2.09M
Maverick Capital — — — — — — — — — 1.12M 1.66M 1.49M 1.77M 1.81M 1.83M 1.99M 1.95M 2.05M 2.13M 1.89M
AQR Capital Management 141.43K 66.44K 62.91K 16.05K 23.30K 17.57K — 5.34K 5.68K 4.52K 5.39K 8.24K 32.62K 73.78K 227.41K 404.84K 402.71K 604.27K 1.16M 1.60M
Principal Global Investors 899.94K 848.90K 887.59K 1.04M 1.22M 1.21M 1.21M 1.19M 1.18M 1.17M 1.20M 1.15M 1.15M 1.08M 1.04M 1.18M 1.12M 1.08M 1.07M 985.86K
Norges Bank Investment Management — — — — — 633.10K — — — 569.12K — 627.50K — 721.41K — 851.43K — 836.42K — 948.10K
Northern Trust Corp 935.98K 938.13K 915.61K 988.75K 966.96K 968.65K 901.92K 870.37K 830.25K 793.94K 694.96K 716.01K 720.31K 818.02K 778.41K 777.30K 792.17K 743.71K 794.25K 892.39K
Goldman Sachs Group 193.75K 64.44K 122.37K 394.59K 583.66K 319.05K 604.70K 471.48K 601.55K 467.93K 566.45K 376.19K 365.71K 369.17K 319.85K 306.05K 344.62K 466.57K 695.59K 869.55K
BNY Mellon 1.13M 939.92K 1.02M 847.98K 916.00K 1.16M 1.21M 1.20M 1.16M 1.07M 984.84K 1.05M 863.18K 906.21K 748.44K 763.32K 772.55K 759.79K 846.25K 838.12K
Charles Schwab Investment Management 453.39K 476.24K 534.64K 523.60K 536.14K 548.03K 567.79K 578.85K 563.45K 577.12K 902.50K 942.70K 977.81K 990.72K 970.13K 911.49K 923.63K 892.06K 833.95K 788.68K
JPMorgan Chase & Co 407.00K 1.88M 300 251.74K 281.71K 294.96K 196.80K 222.85K 187.47K 266.16K 313.57K 315.53K 275.82K 505.56K 966.66K 718.11K 1.77M 679.60K — 569.10K
Morgan Stanley 269.79K 214.23K 212.62K 179.82K 357.43K 882.06K 973.86K 968.85K 963.32K 459.38K 390.20K 392.67K 480.30K 461.70K 488.34K 574.31K 508.91K 458.60K 670.34K 457.85K
Bank of America Corp 324.51K 340.54K 423.48K 291.81K 284.60K 327.24K 306.10K 248.77K 237.72K 201.41K 261.43K 216.58K 199.26K 187.78K 225.99K 301.43K 298.36K 255.46K 395.34K 446.23K
Renaissance Technologies — — — 46.40K 17.20K — — 76.80K 18.40K — — — — — 16.30K 95.80K 206.30K 120.40K 459.00K 438.90K
MFS Investment Management — — — — — — — 879.07K 863.71K 693.65K 631.80K 648.87K 654.93K 5.24K — 50.43K 54.50K 53.01K 52.22K 424.66K
Point72 Asset Management — 70.00K 80.00K 200.00K 251.50K 67.90K 193.73K — 1.70K — — — — — — — — — 514.79K 333.47K
Wellington Management Group 18.33K 19.88K 20.38K 501.38K 428.74K 605.05K 675.08K 704.26K 851.55K 1.06M 109.69K 78.97K — — — — 206.79K 192.45K 227.81K 271.52K
UBS Group AG 25.41K 68.47K 98.26K 36.92K 40.47K 40.65K 75.84K 44.95K 108.03K 113.28K 91.31K 47.03K 102.06K 212.49K 122.38K 251.96K 230.39K 189.34K 393.50K 269.89K

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