Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SWX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.2M | $991.5M | +4.0% | 15.449% | 0.01% |
| 2 | FMR LLC | 5.6M | $494.4M | +8.0% | 7.703% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $352.4M | +3.0% | 5.490% | 0.02% |
| 4 | Corvex Management LP | 3.2M | $284.5M | -25.7% | 4.433% | 8.69% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $270.3M | +1.3% | 4.211% | 0.01% |
| 6 | STATE STREET CORP | 2.6M | $231.2M | +7.7% | 3.602% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $185.1M | +22.2% | 2.883% | 0.01% |
| 8 | MAVERICK CAPITAL LTD | 1.9M | $167.6M | -11.2% | 2.611% | 1.48% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1.6M | $142.2M | +37.8% | 2.216% | 0.05% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.4M | $120.1M | -8.2% | 1.871% | 0.17% |
| 11 | Channing Capital Management, LLC | 1.1M | $95.3M | -2.9% | 1.485% | 2.19% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $93.9M | +0.4% | 1.463% | 0.02% |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 986K | $87.4M | -8.0% | 1.362% | 0.04% |
| 14 | GABELLI FUNDS LLC | 951K | $84.3M | -1.6% | 1.314% | 0.54% |
| 15 | NORGES BANK | 948K | $84.1M | — | 1.310% | 0.01% |
| 16 | NORTHERN TRUST CORP | 892K | $79.1M | +12.4% | 1.233% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 870K | $77.1M | +25.0% | 1.202% | 0.01% |
| 18 | River Road Asset Management, LLC | 865K | $76.7M | -4.3% | 1.196% | 0.85% |
| 19 | Bank of New York Mellon Corp | 838K | $74.3M | -1.0% | 1.158% | 0.01% |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | 801K | $71.0M | -3.5% | 1.107% | 0.19% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 789K | $69.9M | -5.4% | 1.090% | 0.01% |
| 22 | GAMCO INVESTORS, INC. ET AL | 764K | $67.8M | -2.4% | 1.056% | 0.61% |
| 23 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 732K | $64.9M | -3.8% | 1.011% | 0.10% |
| 24 | BROOKFIELD Corp /ON/ | 654K | $58.0M | -6.5% | 0.904% | 0.08% |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 615K | $54.6M | +27.0% | 0.850% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SWX — a direct measure of their conviction.
Filings activity in SWX during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SWX position in Q2 2026
Institutions that fully closed their SWX position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 410 | +4.3% | 93.21% | +3.17 pp | $5.77B | +5.0% |
| Q1 2026 | 393 | +13% | 90.04% | 1.08 pp | $5.50B | +5.6% |
| Q4 2025 | 347 | +5.8% | 91.12% | 0.15 pp | $5.21B | +3.6% |
| Q3 2025 | 328 | +0.9% | 91.27% | 1.07 pp | $5.03B | +4.4% |
| Q2 2025 | 325 | 4.7% | 92.34% | +4.18 pp | $4.81B | +6.5% |
| Q1 2025 | 341 | +11% | 88.16% | +11.32 pp | $4.52B | +17% |
| Q4 2024 | 306 | +4.8% | 76.84% | +17.83 pp | $3.87B | 17% |
| Q3 2024 | 292 | — | 59.01% | — | $4.68B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SWX stock.
Based on Q2 2026 13F filings, institutional ownership of Southwest Gas Holdings, Inc. stands at 93.2%, held across 410 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SWX, with approximately 11,181,201 shares worth $0.99B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SWX.
Our composite Smart Money Score for SWX is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
47 institutions opened new positions in SWX during Q2 2026, while 38 fully exited. 251 added to existing positions and 97 trimmed.
SWX institutional ownership rose by 3.17 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 56.2% of all reported 13F value in SWX, and the top 25 account for 75.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Southwest Gas Holdings, Inc. (SWX) Institutional Ownership