Ranked by reported Q1 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. | 10.7M | $933.9M | +4.5% | 14.849% | 0.02% |
| 2 | FMR LLC | 5.2M | $448.6M | -8.6% | 7.132% | 0.02% |
| 3 | Corvex Management LP | 4.3M | $375.2M | -14.2% | 5.966% | 14.92% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $335.1M | — | 5.328% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $261.4M | — | 4.157% | 0.01% |
| 6 | STATE STREET CORP | 2.4M | $210.4M | +3.5% | 3.346% | 0.01% |
| 7 | MAVERICK CAPITAL LTD | 2.1M | $184.8M | +3.9% | 2.939% | 2.13% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $148.5M | +6.6% | 2.360% | 0.01% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.5M | $128.2M | -10.5% | 2.038% | 0.20% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $101.1M | +92.6% | 1.608% | 0.05% |
| 11 | Channing Capital Management, LLC | 1.1M | $96.2M | +20.0% | 1.529% | 2.46% |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $93.1M | -1.1% | 1.481% | 0.05% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $91.7M | -0.6% | 1.457% | 0.02% |
| 14 | GABELLI FUNDS LLC | 966K | $84.0M | -4.8% | 1.335% | 0.57% |
| 15 | River Road Asset Management, LLC | 904K | $78.5M | -2.5% | 1.249% | 0.89% |
| 16 | Bank of New York Mellon Corp | 846K | $73.5M | +11.4% | 1.169% | 0.01% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 834K | $72.5M | -6.5% | 1.152% | 0.01% |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | 830K | $72.1M | -3.7% | 1.146% | 0.24% |
| 19 | NORTHERN TRUST CORP | 794K | $69.0M | +6.8% | 1.097% | 0.01% |
| 20 | GAMCO INVESTORS, INC. ET AL | 783K | $68.0M | -4.5% | 1.082% | 0.67% |
| 21 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 760K | $66.1M | -12.6% | 1.051% | 0.11% |
| 22 | BROOKFIELD ASSET MANAGEMENT INC. | 700K | $60.8M | +106.9% | 0.967% | 0.08% |
| 23 | GOLDMAN SACHS GROUP INC | 696K | $60.4M | +49.1% | 0.961% | 0.01% |
| 24 | MORGAN STANLEY | 670K | $58.3M | +46.2% | 0.926% | 0.00% |
| 25 | Zimmer Partners, LP | 607K | $52.7M | +228.4% | 0.839% | 1.28% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 387 | +12% | 84.15% | +3.35 pp | $5.42B | +4.1% |
| Q4 2025 | 347 | +6.1% | 80.80% | +2.79 pp | $5.21B | +3.6% |
| Q3 2025 | 327 | +0.6% | 78.01% | +3.31 pp | $5.03B | +4.4% |
| Q2 2025 | 325 | 4.7% | 74.70% | +4.55 pp | $4.81B | +6.5% |
| Q1 2025 | 341 | +11% | 70.15% | +10.14 pp | $4.52B | +17% |
| Q4 2024 | 306 | +4.8% | 60.01% | 12.66 pp | $3.87B | 17% |
| Q3 2024 | 292 | +2.5% | 72.67% | 16.15 pp | $4.68B | 18% |
| Q2 2024 | 285 | — | 88.82% | — | $5.72B | — |
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 Q1 2026 13F filings, institutional ownership of Southwest Gas Holdings, Inc. stands at 84.2%, held across 387 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SWX, with approximately 10,747,131 shares worth $0.93B as of Q1 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 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
87 institutions opened new positions in SWX during Q1 2026, while 47 fully exited. 242 added to existing positions and 58 trimmed.
SWX institutional ownership rose by 3.35 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 57.7% of all reported 13F value in SWX, and the top 25 account for 77.9%.
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