Southwestern Energy Company (SWN) Ownership

7.11 ↑0.00 (0.00%)

As of August 30, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southwestern Energy Company (SWN), owning a total of 110.8 million shares. Combined, the top 41 institutional holders of SWN own 93.46% of the company with a total of 1 billion shares.

In the latest ownership report on September 30th 2024, the top 41 institutional holders increased their combined ownership of SWN by 42.6 million shares. 7 institutions bought 45,598,813 total additional shares and increased their ownership by an average of 12.43%. However 3 institutions sold 3,039,876 total shares and decreased their ownership by an average of 4.36%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Southwestern Energy Company increased by a net total of 42,558,937 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	10.042%	-0.868%	110,755,868	-969,889	2024-09-30
Dimensional Fund Advisors, Inc.	4.852%	9.392%	53,521,404	4,595,035	2024-09-30
T. Rowe Price Investment Management,Inc.	3.546%	6.258%	39,111,261	2,303,298	2024-09-30
Disciplined Growth Investors Inc	2.862%	2.957%	31,570,774	906,702	2024-09-30
Kimmeridge Energy Management Company, LLC	2.753%	23.356%	30,369,292	5,750,000	2024-09-30
FMR Inc	2.549%	5.460%	28,113,993	1,455,638	2024-09-30
Farallon Capital Management, L.L.C.	2.357%	0.000%	25,993,099	25,993,099	2024-09-30
Geode Capital Management, LLC	1.598%	-6.329%	17,621,807	-1,190,655	2024-09-30
Westchester Capital Management LLC	1.468%	39.610%	16,195,752	4,595,041	2024-09-30
UBS Asset Mgmt Americas Inc	1.274%	-5.888%	14,054,363	-879,332	2024-09-30
EnCap Energy Capital Fund IX, L.P.	1.248%	0.000%	13,764,504	0	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.042%	-0.868%	110,755,868	-969,889	2024-09-30
BlackRock Inc	8.839%	0.443%	97,489,186	430,136	2024-06-30
Dimensional Fund Advisors, Inc.	4.852%	9.392%	53,521,404	4,595,035	2024-09-30
State Street Corporation	4.134%	4.985%	45,598,783	2,164,963	2024-03-31
State Street Corp	4.073%	-1.487%	44,920,880	-677,903	2024-06-30
T. Rowe Price Associates, Inc.	3.568%	-0.026%	39,354,120	-10,072	2024-06-30
T. Rowe Price Investment Management,Inc.	3.546%	6.258%	39,111,261	2,303,298	2024-09-30
Disciplined Growth Investors Inc	2.862%	2.957%	31,570,774	906,702	2024-09-30
Kimmeridge Energy Management Company, LLC	2.753%	23.356%	30,369,292	5,750,000	2024-09-30
D. E. Shaw & Co LP	2.608%	-2.537%	28,723,862	-747,761	2023-09-30
FMR Inc	2.549%	5.460%	28,113,993	1,455,638	2024-09-30
Farallon Capital Management, L.L.C.	2.357%	0.000%	25,993,099	25,993,099	2024-09-30
Millennium Management LLC	2.260%	96.972%	24,923,413	12,270,110	2024-06-30
Amvescap Plc.	2.053%	-41.582%	22,639,599	-16,114,645	2024-06-30
Rokos Capital Management LLP	1.778%	167.232%	19,551,588	12,235,264	2022-09-30
Bank of New York Mellon Corp	1.759%	-11.253%	19,375,929	-2,456,908	2023-06-30
Neuberger Berman Group LLC	1.665%	-0.871%	18,366,731	-161,344	2023-12-31
Kopernik Global Investors, LLC	1.659%	-0.368%	18,294,597	-67,612	2024-06-30
Arrowstreet Capital Limited Partnership	1.645%	69.516%	18,140,491	7,439,130	2024-03-31
Two Sigma Investments LLC	1.641%	72.754%	18,112,333	7,627,876	2022-06-30
Geode Capital Management, LLC	1.598%	-6.329%	17,621,807	-1,190,655	2024-09-30
KEY GROUP HOLDINGS (CAYMAN), LTD.	1.591%	0.000%	17,548,000	0	2024-06-30
Ridgemont Partners Management LLC	1.561%	0.000%	17,211,004	0	2023-12-31
Morgan Stanley - Brokerage Accounts	1.486%	11.287%	16,390,508	1,662,400	2024-06-30
Westchester Capital Management LLC	1.468%	39.610%	16,195,752	4,595,041	2024-09-30
First Trust Advisors L.P.	1.362%	9.092%	15,001,708	1,250,310	2022-12-31
Macquarie Group Ltd	1.331%	5.664%	14,662,918	785,949	2023-06-30
Point72 Asset Management, L.P.	1.321%	2,185.790%	14,547,928	13,911,478	2022-12-31
Allspring Global Investments Holdings, LLC	1.306%	-2.393%	14,398,406	-353,022	2023-12-31
UBS Asset Mgmt Americas Inc	1.274%	-5.888%	14,054,363	-879,332	2024-09-30
Bank of America Corp	1.270%	-15.527%	14,006,504	-2,574,527	2024-06-30
EnCap Energy Capital Fund IX, L.P.	1.248%	0.000%	13,764,504	0	2024-09-30
AllianceBernstein L.P.	1.242%	-19.115%	13,693,924	-3,236,195	2024-06-30
Assenagon Asset Management SA	1.226%	-8.174%	13,531,709	-1,204,613	2022-09-30
Pacer Advisors, INC.	1.196%	10.296%	13,171,894	1,229,561	2023-06-30
Citadel Advisors Llc	1.159%	-42.114%	12,765,931	-9,287,514	2022-12-31
Renaissance Technologies Corp	1.122%	-19.533%	12,374,625	-3,003,956	2024-06-30
Yorktown Energy Partners X, L.P.	1.077%	-65.527%	11,881,111	-22,583,865	2022-06-30
Magnetar Financial LLC	1.077%	-3.893%	11,879,117	-481,169	2024-06-30
Adage Capital Partners Gp LLC	0.954%	59.072%	10,502,064	3,900,000	2023-03-31
Charles Schwab Investment Management Inc	0.950%	-1.070%	10,461,395	-113,142	2022-12-31

Mutual Fund Ownership

UBS: Global Equity is the biggest individual fund holder of Southwestern Energy Company (SWN), owning a total of 49.6 million shares. Combined, the top 48 mutual fund holders of SWN own 54.43% of the company with a total of 600.1 million shares.

In the latest ownership report on September 30th 2024, the top 48 fund holders increased their combined ownership of SWN by 5 million shares. 9 funds bought 4,543,842 total additional shares and increased their ownership by an average of 7.29%. However 6 funds sold 9,503,708 total shares and decreased their ownership by an average of 12.19%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Southwestern Energy Company decreased by a net total of -4,959,866 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	3.171%	0.113%	34,971,563	39,423	2024-09-30
iShares Core S&P Mid-Cap ETF	3.127%	0.038%	34,490,962	12,991	2024-09-30
Vanguard Small Cap Index	2.503%	-1.023%	27,604,667	-285,358	2024-09-30
Vanguard Small Cap Value Index Inv	1.695%	-0.119%	18,695,003	-22,221	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.510%	-1.654%	16,652,273	-279,984	2024-09-30
DFA US Small Cap Value I	1.417%	3.023%	15,628,187	458,528	2024-09-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF	0.989%	3.546%	10,903,421	373,394	2024-09-30
T. Rowe Price US Small-Cap Core Equity	0.911%	12.139%	10,044,148	1,087,239	2024-09-30
T. Rowe Price Small-Cap Stock	0.911%	2.604%	10,044,148	254,900	2024-09-30
T. Rowe Price Small-Cap Value	0.904%	-0.896%	9,973,183	-90,145	2024-09-30
Invesco Small Cap Value A	0.765%	0.000%	8,436,500	0	2024-09-30
T. Rowe Price US All-Cap Opp Eq SMA	0.752%	-34.732%	8,292,825	-4,413,000	2024-09-30
T. Rowe Price US All-Cap Opp Eq Comp	0.752%	-34.732%	8,292,825	-4,413,000	2024-09-30
T. Rowe Price All-Cap Opportunities Fund	0.752%	0.000%	8,292,825	0	2024-09-30
Kopernik Global All-Cap I	0.746%	0.000%	8,227,966	0	2024-09-30
DFA US Targeted Value I	0.736%	0.000%	8,117,627	0	2024-09-30
Disciplined Growth - Mid Cap Growth	0.697%	2.237%	7,684,859	168,126	2024-09-30
AQR Diversified Arbitrage I	0.655%	41.371%	7,219,945	2,112,841	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.634%	0.523%	6,992,786	36,400	2024-09-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
UBS: Global Equity	4.493%	0.000%	49,556,308	0	2024-06-30
Vanguard Total Stock Mkt Idx Inv	3.171%	0.113%	34,971,563	39,423	2024-09-30
iShares Core S&P Mid-Cap ETF	3.127%	0.038%	34,490,962	12,991	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.088%	1.305%	34,015,845	438,048	2023-03-31
Vanguard Small Cap Index	2.503%	-1.023%	27,604,667	-285,358	2024-09-30
Vanguard Small Cap Value Index Inv	1.695%	-0.119%	18,695,003	-22,221	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.510%	-1.654%	16,652,273	-279,984	2024-09-30
DFA US Small Cap Value I	1.417%	3.023%	15,628,187	458,528	2024-09-30
Vanguard Extended Market Index Investor	1.401%	0.623%	15,427,662	95,476	2023-08-31
Fidelity® Low-Priced Stock	1.299%	6.089%	14,311,720	821,422	2023-10-31
Fidelity Low-Priced Stock	1.241%	-0.048%	13,682,093	-6,505	2024-08-31
Invesco S&P MidCap Quality ETF	1.203%	-1.134%	13,265,298	-152,204	2024-05-31
Pacer US Cash Cows 100 ETF	1.175%	0.208%	12,937,021	26,824	2023-11-30
T. Rowe Price US Value Equity Composite	1.121%	111.033%	12,347,325	6,496,425	2023-06-30
T. Rowe Price Value	1.121%	111.033%	12,347,325	6,496,425	2023-06-30
Neuberger Berman Genesis Inv	1.104%	-0.232%	12,162,560	-28,330	2023-12-31
T. Rowe Price U.S. Value Equity Tr-Z	0.993%	119.941%	10,937,675	5,964,675	2023-06-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF	0.989%	3.546%	10,903,421	373,394	2024-09-30
T. Rowe Price US Small-Cap Core Equity	0.911%	12.139%	10,044,148	1,087,239	2024-09-30
T. Rowe Price Small-Cap Stock	0.911%	2.604%	10,044,148	254,900	2024-09-30
First Trust Energy AlphaDEX® ETF	0.905%	-0.044%	9,982,024	-4,380	2022-12-29
T. Rowe Price Small-Cap Value	0.904%	-0.896%	9,973,183	-90,145	2024-09-30
Schroders US High Yield Composite	0.845%	0.000%	9,306,000	9,306,000	2022-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.798%	0.477%	8,798,106	41,760	2024-08-31
Fidelity Global Value Growth Eq MF	0.794%	16.704%	8,743,700	1,251,500	2022-12-06
The Merger Fund A	0.788%	250.254%	8,691,455	6,209,985	2024-06-30
AB Small Cap Growth A	0.786%	17.693%	8,659,541	1,301,780	2023-08-31
Invesco Small Cap Value A	0.765%	0.000%	8,436,500	0	2024-09-30
T. Rowe Price US All-Cap Opp Eq SMA	0.752%	-34.732%	8,292,825	-4,413,000	2024-09-30
T. Rowe Price US All-Cap Opp Eq Comp	0.752%	-34.732%	8,292,825	-4,413,000	2024-09-30
T. Rowe Price All-Cap Opportunities Fund	0.752%	0.000%	8,292,825	0	2024-09-30
Kopernik Global All-Cap I	0.746%	0.000%	8,227,966	0	2024-09-30
DFA US Targeted Value I	0.736%	0.000%	8,117,627	0	2024-09-30
Disciplined Growth - Mid Cap Growth	0.697%	2.237%	7,684,859	168,126	2024-09-30
Fidelity LowPriced Stock Commingled Pl	0.684%	2.402%	7,527,437	176,600	2023-01-31
Fidelity Global Bargain Growth Stocks MF	0.680%	0.000%	7,492,200	7,492,200	2022-08-22
iShares S&P Mid-Cap 400 Growth ETF	0.678%	0.000%	7,478,941	0	2024-08-30
Delaware Small Cap Core I	0.674%	0.000%	7,423,158	0	2023-12-31
Allspring Special Small Cap Value A	0.666%	-2.764%	7,342,358	-208,700	2024-06-30
AQR Diversified Arbitrage I	0.655%	41.371%	7,219,945	2,112,841	2024-09-30
Delaware US Small Cap Core Equity (SMA)	0.651%	-3.229%	7,183,451	-239,707	2024-03-31
Macquarie US Small Cap Core Equity	0.651%	-3.229%	7,183,451	-239,707	2024-03-31
Invesco Value Opportunities A	0.646%	-0.801%	7,124,900	-57,500	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.634%	0.523%	6,992,786	36,400	2024-09-30
Fidelity® Series Intrinsic Opps	0.627%	0.000%	6,920,600	0	2022-11-30
Fidelity Extended Market Index	0.598%	1.457%	6,596,390	94,747	2024-08-31
Heptagon Kopernik Glb AllCp Eq C $ Acc	0.566%	-7.707%	6,236,838	-520,794	2023-06-30
State St S&P Midcap® Indx SL Cl II	0.535%	1.631%	5,893,351	94,600	2023-05-31