SWX SOUTHWEST GAS HOLDINGS INC
common
CUSIP: 844895102
FIGI: BBG00FWP4JW4
Institutional Holders347
Total Institutional Value$5,200,331,695
Total Shares Held66,853,106
Avg Position$14,986,547
Top 5 Holders %52.3%
Alpha-Weighted Score69.2
New Positions+43
Exited Positions-35
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $822,799,189 (15.8%) | 10,282,419 | 6.7% |
| VANGUARD GROUP INC | High Conviction | Market Mover | $561,053,829 (10.8%) | 7,011,420 | - |
| ICAHN CARL C | Elite Conviction | Low Flow | $482,728,972 (9.3%) | 6,032,604 | 2.1% |
| FMR LLC | High Conviction | Market Mover | $452,106,223 (8.7%) | 5,649,915 | 20.2% |
| CORVEX MANAGEMENT LP | Elite Conviction | Low Flow | $402,545,091 (7.7%) | 5,030,556 | 2.1% |
| STATE STREET CORP | High Conviction | Market Mover | $187,263,924 (3.6%) | 2,340,214 | - |
| MAVERICK CAPITAL LTD | High Conviction | Moderate Flow | $163,885,201 (3.2%) | 2,048,053 | 7.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | High Conviction | Moderate Flow | $137,811,664 (2.7%) | 1,722,216 | 63.0% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | High Conviction | Significant Flow | $131,912,650 (2.5%) | 1,648,496 | 18.6% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $128,219,405 (2.5%) | 1,602,100 | 2.8% |
| PRINCIPAL FINANCIAL GROUP INC | High Conviction | Market Mover | $86,714,954 (1.7%) | 1,083,666 | - |
| DIMENSIONAL FUND ADVISORS LP | High Conviction | Market Mover | $84,883,454 (1.6%) | 1,060,751 | 2.7% |
| GABELLI FUNDS LLC | High Conviction | Moderate Flow | $81,163,246 (1.6%) | 1,014,287 | 2.6% |
| CHANNING CAPITAL MANAGEMENT, LLC | High Conviction | Low Flow | $73,782,681 (1.4%) | 922,053 | - |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $71,382,721 (1.4%) | 892,061 | -49.7% |
| NORGES BANK | High Conviction | Market Mover | $66,930,168 (1.3%) | 836,418 | 44.6% |
| GAMCO INVESTORS, INC. ET AL | High Conviction | Moderate Flow | $65,559,266 (1.3%) | 819,286 | - |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $60,798,787 (1.2%) | 759,795 | - |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $59,511,754 (1.1%) | 743,711 | -4.1% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $54,381,512 (1.0%) | 679,599 | -80.4% |
| AQR CAPITAL MANAGEMENT LLC | High Conviction | Market Mover | $48,353,464 (0.9%) | 604,268 | 53.3% |
| FIRST TRUST ADVISORS LP | High Conviction | Market Mover | $40,291,994 (0.8%) | 503,524 | -5.8% |
| VICTORY CAPITAL MANAGEMENT INC | High Conviction | Market Mover | $38,546,435 (0.7%) | 481,710 | - |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $37,335,090 (0.7%) | 466,572 | 38.3% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $36,697,433 (0.7%) | 458,601 | -8.0% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $30,406,400 (0.6%) | 379,985 | -5.1% |
| NEUBERGER BERMAN GROUP LLC | High Conviction | Market Mover | $29,647,191 (0.6%) | 370,497 | 55.5% |
| BROOKFIELD Corp /ON/ | Elite Conviction | Moderate Flow | $27,052,361 (0.5%) | 338,070 | NEW |
| Nuveen, LLC | High Conviction | Market Mover | $26,791,497 (0.5%) | 334,810 | -13.2% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $20,442,209 (0.4%) | 255,464 | -56.3% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | High Conviction | Moderate Flow | $19,081,329 (0.4%) | 238,457 | -6.2% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $18,922,009 (0.4%) | 236,466 | 162.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | High Conviction | Market Mover | $16,902,705 (0.3%) | 211,231 | -91.7% |
| RHUMBLINE ADVISERS | High Conviction | Market Mover | $16,672,221 (0.3%) | 208,351 | -5.7% |
| SOURCEROCK GROUP LLC | Elite Conviction | Low Flow | $15,950,707 (0.3%) | 199,334 | - |
| WELLINGTON MANAGEMENT GROUP LLP | High Conviction | Market Mover | $15,399,850 (0.3%) | 192,450 | -4.9% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | High Conviction | Significant Flow | $15,224,445 (0.3%) | 190,258 | -12.1% |
| UBS Group AG | Moderate Conviction | Market Mover | $15,150,827 (0.3%) | 189,338 | -16.1% |
| ZIMMER PARTNERS, LP | High Conviction | Low Flow | $14,789,456 (0.3%) | 184,822 | -75.6% |
| ALLIANCEBERNSTEIN L.P. | High Conviction | Market Mover | $14,290,852 (0.3%) | 178,591 | - |
| BW GESTAO DE INVESTIMENTOS LTDA. | High Conviction | Low Flow | $13,991,257 (0.3%) | 174,847 | NEW |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | Moderate Conviction | Market Mover | $12,981,166 (0.2%) | 162,224 | 6.1% |
| FAITHSHARES ADVISORS LLC | Moderate Conviction | Significant Flow | $12,142,635 (0.2%) | 151,745 | - |
| BARCLAYS PLC | High Conviction | Market Mover | $11,190,477 (0.2%) | 139,846 | -4.2% |
| HUDSON BAY CAPITAL MANAGEMENT, L.P. | High Conviction | Significant Flow | $11,146,706 (0.2%) | 139,299 | 96.7% |
| PRUDENTIAL FINANCIAL INC | High Conviction | Significant Flow | $10,340,584 (0.2%) | 129,225 | -10.7% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $9,967,842 (0.2%) | 124,567 | -19.2% |
| WALLEYE TRADING ADVISORS, LLC | Moderate Conviction | Significant Flow | $9,795,248 (0.2%) | 122,410 | -3.5% |
| SWISS NATIONAL BANK | High Conviction | Market Mover | $9,650,412 (0.2%) | 120,600 | 10.5% |
| RENAISSANCE TECHNOLOGIES LLC | High Conviction | Significant Flow | $9,634,408 (0.2%) | 120,400 | -40.4% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $9,412,000 (0.2%) | 117,632 | -84.0% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $9,386,792 (0.2%) | 117,306 | 29.8% |
| QUBE RESEARCH & TECHNOLOGIES LTD | Moderate Conviction | Market Mover | $9,044,261 (0.2%) | 113,025 | 256.0% |
| TWENTIETH CENTURY COMPANIES INC | High Conviction | Market Mover | $8,221,434 (0.2%) | 102,741 | 146.8% |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $8,124,911 (0.2%) | 101,536 | -22.4% |
| TREXQUANT INVESTMENT LP | High Conviction | Significant Flow | $8,031,847 (0.2%) | 100,373 | 126.0% |
| MAN GROUP PLC | High Conviction | Significant Flow | $7,593,978 (0.1%) | 94,901 | 196.3% |
| ENSIGN PEAK ADVISORS, INC | High Conviction | Significant Flow | $7,532,443 (0.1%) | 94,132 | 888.0% |
| HENNESSY ADVISORS INC | High Conviction | Low Flow | $7,379,204 (0.1%) | 92,217 | - |
| JACOBS LEVY EQUITY MANAGEMENT, INC | High Conviction | Significant Flow | $7,097,294 (0.1%) | 88,694 | -3.0% |
| DEUTSCHE BANK AG\\ | Moderate Conviction | Market Mover | $6,783,936 (0.1%) | 84,778 | 4.9% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $6,776,050 (0.1%) | 84,680 | -23.8% |
| COMERICA BANK | High Conviction | Significant Flow | $6,773,696 (0.1%) | 84,650 | 21.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | High Conviction | Significant Flow | $6,358,309 (0.1%) | 79,459 | -7.7% |
| STERLING CAPITAL MANAGEMENT LLC | High Conviction | Significant Flow | $6,271,648 (0.1%) | 78,376 | -7.9% |
| RETIREMENT SYSTEMS OF ALABAMA | High Conviction | Moderate Flow | $6,169,622 (0.1%) | 77,101 | - |
| MOODY ALDRICH PARTNERS LLC | High Conviction | Minimal Flow | $5,990,857 (0.1%) | 74,867 | -2.5% |
| BOOTHBAY FUND MANAGEMENT, LLC | Moderate Conviction | Moderate Flow | $5,505,456 (0.1%) | 68,801 | -3.3% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $5,488,492 (0.1%) | 68,589 | 412.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | High Conviction | Market Mover | $5,357,579 (0.1%) | 66,953 | - |
| METLIFE INVESTMENT MANAGEMENT, LLC | High Conviction | Significant Flow | $5,298,764 (0.1%) | 66,218 | -3.0% |
| PEREGRINE CAPITAL MANAGEMENT LLC | High Conviction | Low Flow | $5,226,746 (0.1%) | 65,318 | 6.6% |
| 13D MANAGEMENT LLC | High Conviction | Minimal Flow | $5,105,116 (0.1%) | 63,798 | 2.1% |
| HARTREE PARTNERS, LP | High Conviction | Minimal Flow | $4,897,224 (0.1%) | 61,200 | NEW |
| MARYLAND STATE RETIREMENT & PENSION SYSTEM | High Conviction | Moderate Flow | $4,828,007 (0.1%) | 60,335 | 3.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | High Conviction | Market Mover | $4,683,171 (0.1%) | 58,525 | 11.8% |
| JUPITER ASSET MANAGEMENT LTD | High Conviction | Significant Flow | $4,405,981 (0.1%) | 55,061 | -8.3% |
| M&T BANK CORP | High Conviction | Significant Flow | $4,255,580 (0.1%) | 13,922 | 1,808.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | High Conviction | Market Mover | $4,242,100 (0.1%) | 53,013 | - |
| AVENTAIL CAPITAL GROUP, LP | High Conviction | Low Flow | $3,957,069 (0.1%) | 49,451 | -18.7% |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $3,804,947 (0.1%) | 47,550 | 9.2% |
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $3,767,780 (0.1%) | 47,085 | 19.0% |
| KLP KAPITALFORVALTNING AS | High Conviction | Significant Flow | $3,168,792 (0.1%) | 39,600 | 40.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | High Conviction | Significant Flow | $3,122,941 (0.1%) | 39,027 | 3.6% |
| HPM PARTNERS LLC | High Conviction | Market Mover | $2,952,477 (0.1%) | 36,897 | 7.4% |
| MARTINGALE ASSET MANAGEMENT L P | High Conviction | Moderate Flow | $2,920,171 (0.1%) | 36,493 | NEW |
| SummitTX Capital, L.P. | High Conviction | Moderate Flow | $2,815,184 (0.1%) | 35,181 | NEW |
| RUSSELL INVESTMENTS GROUP, LTD. | Moderate Conviction | Market Mover | $2,754,767 (0.1%) | 34,425 | - |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | High Conviction | Significant Flow | $2,698,028 (0.1%) | 32,577 | 41.1% |
| PYXIS CAPITAL, L.P. /DE | High Conviction | Low Flow | $2,632,658 (0.1%) | 32,900 | NEW |
| BNP PARIBAS FINANCIAL MARKETS | Moderate Conviction | Market Mover | $2,610,813 (0.1%) | 32,627 | -14.5% |
| PATHSTONE HOLDINGS, LLC | High Conviction | Significant Flow | $2,579,724 (0.0%) | 32,238 | -6.8% |
| MEEDER R & ASSOCIATES INC | High Conviction | Moderate Flow | $2,462,616 (0.0%) | 30,775 | NEW |
| MERIDIAN INVESTMENT MANAGEMENT CORP/CO | Moderate Conviction | Low Flow | $2,400,600 (0.0%) | 30,000 | -75.1% |
| INTECH INVESTMENT MANAGEMENT LLC | High Conviction | Significant Flow | $2,287,052 (0.0%) | 28,581 | -8.6% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | High Conviction | Significant Flow | $2,171,263 (0.0%) | 27,134 | - |
| JANUS HENDERSON GROUP PLC | High Conviction | Market Mover | $2,150,563 (0.0%) | 26,877 | 11.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | High Conviction | Moderate Flow | $2,139,495 (0.0%) | 26,737 | -7.7% |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $2,031,468 (0.0%) | 25,387 | -9.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170) | High Conviction | Significant Flow | $1,909,917 (0.0%) | 23,868 | 4.6% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 347 | $5.28B | 67,788,298 | $77.82 |
| Q3 25 | 333 | $5.54B | 73,160,619 | $75.75 |
| Q2 25 | 326 | $4.85B | 67,441,260 | $71.86 |
| Q1 25 | 345 | $4.70B | 66,323,267 | $70.85 |
| Q4 24 | 310 | $4.68B | 67,114,575 | $69.71 |
| Q3 24 | 297 | $4.82B | 66,519,329 | $72.46 |
| Q2 24 | 287 | $4.74B | 68,199,886 | $69.45 |
| Q1 24 | 287 | $5.11B | 68,149,539 | $75.02 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.