Southwest Gas Holdings Inc (SWX) Ownership

77.51 ↑0.04 (0.05%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

ICAHN CARL C is the biggest individual institutional holder of Southwest Gas Holdings Inc (SWX), owning a total of 11 million shares. Combined, the top 36 institutional holders of SWX own 103.08% of the company with a total of 73.4 million shares.

In the latest ownership report on September 30th 2024, the top 36 institutional holders decreased their combined ownership of SWX by 1.9 million shares. 4 institutions bought 126,715 total additional shares and increased their ownership by an average of 2.93%. However 5 institutions sold 2,039,013 total shares and decreased their ownership by an average of 9.53%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Southwest Gas Holdings decreased by a net total of -1,912,298 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.280%	-6.533%	6,657,941	-465,353	2024-09-30
FMR Inc	4.483%	-30.779%	3,216,536	-1,430,203	2024-09-30
Fuller & Thaler Asset Management Inc	1.998%	-6.661%	1,433,146	-102,276	2024-09-30
Channing Capital Management, LLC	1.764%	6.204%	1,265,837	73,942	2024-09-30
River Road Asset Management, LLC	1.634%	0.031%	1,172,126	357	2024-09-30
Principal Financial Group Inc	1.598%	-0.573%	1,146,474	-6,603	2024-09-30
Gabelli Funds LLC	1.502%	-3.110%	1,077,443	-34,578	2024-09-30
Dimensional Fund Advisors, Inc.	1.398%	1.756%	1,002,876	17,310	2024-09-30
Charles Schwab Investment Management Inc	1.363%	3.724%	977,810	35,106	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ICAHN CARL C	15.364%	0.000%	11,022,604	0	2024-06-30
BlackRock Inc	12.394%	-0.156%	8,891,658	-13,926	2024-06-30
Vanguard Group Inc	9.280%	-6.533%	6,657,941	-465,353	2024-09-30
Corvex Management LP	6.647%	0.000%	4,769,098	0	2024-06-30
FMR Inc	4.483%	-30.779%	3,216,536	-1,430,203	2024-09-30
T. Rowe Price Associates, Inc.	4.535%	-14.110%	3,041,768	-499,684	2022-06-30
State Street Corp	3.115%	0.156%	2,234,624	3,487	2024-06-30
State Street Corporation	3.111%	0.852%	2,231,137	18,851	2024-03-31
RARE Infrastructure	3.108%	76.486%	2,217,317	960,945	2022-12-31
Brookfield Asset Management Inc	2.364%	0.000%	1,585,670	1,585,670	2022-06-30
Maverick Capital Ltd	2.076%	-10.297%	1,489,156	-170,933	2024-06-30
Fuller & Thaler Asset Management Inc	1.998%	-6.661%	1,433,146	-102,276	2024-09-30
Geode Capital Management, LLC	1.994%	3.429%	1,430,833	47,436	2024-06-30
T. Rowe Price Investment Management,Inc.	1.900%	-30.063%	1,361,423	-585,205	2023-12-31
AllianceBernstein L.P.	1.892%	-4.077%	1,352,384	-57,486	2023-03-31
Channing Capital Management, LLC	1.764%	6.204%	1,265,837	73,942	2024-09-30
River Road Asset Management, LLC	1.634%	0.031%	1,172,126	357	2024-09-30
Principal Financial Group Inc	1.598%	-0.573%	1,146,474	-6,603	2024-09-30
Nomura Holdings Inc	1.592%	0.045%	1,138,527	516	2023-06-30
Zimmer Partners LP	1.658%	1.498%	1,112,000	16,410	2022-09-30
Gabelli Funds LLC	1.502%	-3.110%	1,077,443	-34,578	2024-09-30
Wellington Management Company LLP	1.478%	24.402%	1,059,348	207,798	2023-12-31
Bank of New York Mellon Corp	1.468%	6.931%	1,053,094	68,254	2024-06-30
Brookfield Corp	1.535%	-35.097%	1,029,156	-556,514	2022-09-30
Dimensional Fund Advisors, Inc.	1.398%	1.756%	1,002,876	17,310	2024-09-30
Charles Schwab Investment Management Inc	1.363%	3.724%	977,810	35,106	2024-09-30
Goldman Sachs Group Inc	1.306%	55.575%	935,864	334,313	2023-12-31
Macquarie Group Ltd	1.267%	-2.857%	909,118	-26,739	2024-06-30
American Century Companies Inc	1.253%	-9.153%	898,709	-90,543	2024-06-30
First Trust Advisors L.P.	1.234%	774.869%	885,192	784,012	2024-03-31
Gamco Investors, Inc. Et Al	1.209%	-2.476%	867,406	-22,020	2024-06-30
Massachusetts Financial Services Company	1.208%	-1.747%	863,712	-15,359	2023-09-30
Northern Trust Corp	1.161%	-4.610%	830,246	-40,125	2023-09-30
Adage Capital Partners Gp LLC	1.115%	-20.000%	800,000	-200,000	2024-06-30
Morgan Stanley - Brokerage Accounts	1.095%	0.633%	785,342	4,940	2024-06-30
Franklin Resources Inc	0.987%	0.075%	703,599	527	2022-12-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Southwest Gas Holdings Inc (SWX), owning a total of 2.1 million shares. Combined, the top 38 mutual fund holders of SWX own 46.13% of the company with a total of 32.9 million shares.

In the latest ownership report on October 31st 2024, the top 38 fund holders increased their combined ownership of SWX by 16 thousand shares. 2 funds bought 4,024 total additional shares and increased their ownership by an average of 0.13%. However 6 funds sold 20,476 total shares and decreased their ownership by an average of 0.38%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Southwest Gas Holdings decreased by a net total of -16,452 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.678%	-0.463%	1,921,606	-8,941	2024-10-31
iShares Core S&P Mid-Cap ETF	2.642%	0.054%	1,895,407	1,024	2024-10-31
iShares Russell 2000 ETF	2.199%	-0.224%	1,577,336	-3,542	2024-10-31
Vanguard Small Cap Index	2.128%	0.197%	1,526,795	3,000	2024-10-31
iShares Select Dividend ETF	1.600%	-0.034%	1,148,074	-385	2024-10-31
Vanguard Small Cap Value Index Inv	1.438%	-0.035%	1,031,622	-356	2024-10-31
First Trust Value Line® Dividend ETF	0.858%	-0.046%	615,565	-286	2024-10-31
iShares Russell 2000 Value ETF	0.808%	0.000%	579,880	0	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.660%	-1.450%	473,514	-6,966	2024-10-31
ProShares S&P MidCap 400 Dividend Arst	0.602%	0.000%	431,886	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.898%	7.331%	2,072,845	141,575	2023-03-31
Fuller & Thaler Small-Cap Value	2.859%	9.924%	2,039,216	184,107	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.678%	-0.463%	1,921,606	-8,941	2024-10-31
iShares Core S&P Mid-Cap ETF	2.642%	0.054%	1,895,407	1,024	2024-10-31
Fuller & Thaler Behavrl Small-Cap Value	2.434%	-1.778%	1,740,669	-31,505	2023-09-30
iShares Russell 2000 ETF	2.199%	-0.224%	1,577,336	-3,542	2024-10-31
Vanguard Small Cap Index	2.128%	0.197%	1,526,795	3,000	2024-10-31
FullerThaler Behavioral Small-Cap Value	1.816%	-0.018%	1,302,805	-240	2024-09-30
Undiscovered Managers Behavioral Val L	1.724%	0.000%	1,236,483	0	2024-09-30
iShares Select Dividend ETF	1.600%	-0.034%	1,148,074	-385	2024-10-31
Vanguard Small Cap Value Index Inv	1.438%	-0.035%	1,031,622	-356	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.258%	-1.773%	902,187	-16,283	2024-09-30
Vanguard Extended Market Index Investor	1.258%	-0.017%	899,045	-151	2023-08-31
Gabelli Utilities AAA	1.073%	-5.289%	770,000	-43,000	2024-06-30
Delaware Small Cap Value A	0.982%	14.020%	704,300	86,600	2024-09-30
Franklin Utilities A1	1.044%	0.000%	700,000	0	2022-12-31
Delaware Sm-Cap Val Eq	1.032%	0.000%	692,400	0	2022-03-31
Fidelity Series Small Cap Opps	0.917%	-2.142%	657,860	-14,400	2024-08-31
Delaware US Small Cap Value Eq SMA	0.905%	-5.183%	645,800	-35,300	2023-06-30
Fidelity Small Cap Index	0.869%	-2.501%	623,670	-15,995	2024-08-31
First Trust Value Line® Dividend ETF	0.858%	-0.046%	615,565	-286	2024-10-31
T. Rowe Price Small-Cap Stock	0.855%	-32.346%	611,777	-292,500	2023-12-31
T. Rowe Price US Small-Cap Core Equity	0.855%	-32.346%	611,777	-292,500	2023-12-31
Fidelity® Small Cap Index	0.833%	2.721%	595,661	15,780	2023-10-31
iShares Russell 2000 Value ETF	0.808%	0.000%	579,880	0	2024-10-31
T. Rowe Price Instl Small-Cap Stock	0.691%	0.000%	492,775	0	2022-12-31
FTF ClearBridge Global Infras Inc WAcc	0.674%	-0.393%	480,927	-1,899	2023-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.660%	-1.450%	473,514	-6,966	2024-10-31
MFS Core Equity A	0.656%	-0.827%	469,105	-3,912	2023-09-30
MFS Research Equity - Industry Neutral	0.656%	-1.594%	469,105	-7,600	2023-09-30
American Century Small Cap Value Inv	0.643%	-30.854%	461,123	-205,756	2024-09-30
American Century U.S. Small Cap Value	0.643%	-30.854%	461,123	-205,756	2024-09-30
Vanguard Utilities ETF	0.608%	3.778%	434,790	15,827	2024-01-31
Fidelity Value	0.603%	0.000%	432,100	0	2024-05-31
ProShares S&P MidCap 400 Dividend Arst	0.602%	0.000%	431,886	0	2024-10-31
Fidelity Stock Selector Small Cap	0.582%	5.942%	417,236	23,400	2024-08-31
Fidelity VIP Mid Cap Initial	0.576%	0.000%	413,300	0	2024-07-31
1290 VT GAMCO Small Company Value IB	0.572%	0.000%	410,000	0	2024-08-31