Southwest Gas Holdings Inc (SWX) Ownership

70.31 ↓0.40 (-0.57%)
As of December 31, 1969, 7:00pm EST.

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 102.99% 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 1.6 million shares. 10 institutions bought 605,805 total additional shares and increased their ownership by an average of 5.13%. However 7 institutions sold 2,244,059 total shares and decreased their ownership by an average of 9.63%.

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 -1,638,254 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
ICAHN CARL C15.364%0.000%11,022,60402024-09-30
Vanguard Group Inc9.280%-6.533%6,657,941-465,3532024-09-30
Corvex Management LP6.647%0.000%4,769,09802024-09-30
FMR Inc4.483%-30.779%3,216,536-1,430,2032024-09-30
State Street Corp3.145%0.985%2,256,63722,0132024-09-30
Maverick Capital Ltd2.460%18.534%1,765,148275,9922024-09-30
Geode Capital Management, LLC2.022%1.392%1,450,75519,9222024-09-30
Fuller & Thaler Asset Management Inc1.998%-6.661%1,433,146-102,2762024-09-30
Channing Capital Management, LLC1.764%6.204%1,265,83773,9422024-09-30
River Road Asset Management, LLC1.634%0.031%1,172,1263572024-09-30
Principal Financial Group Inc1.598%-0.573%1,146,474-6,6032024-09-30
Gabelli Funds LLC1.502%-3.110%1,077,443-34,5782024-09-30
Macquarie Group Ltd1.459%15.168%1,047,012137,8942024-09-30
Dimensional Fund Advisors, Inc.1.398%1.756%1,002,87617,3102024-09-30
Charles Schwab Investment Management Inc1.363%3.724%977,81035,1062024-09-30
Bank of New York Mellon Corp1.203%-18.034%863,177-189,9172024-09-30
Gamco Investors, Inc. Et Al1.188%-1.744%852,277-15,1292024-09-30
Northern Trust Corp1.004%0.602%720,3144,3072024-09-30
First Trust Advisors L.P.0.949%2.866%680,49618,9622024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
ICAHN CARL C15.364%0.000%11,022,60402024-09-30
BlackRock Inc12.394%-0.156%8,891,658-13,9262024-06-30
Vanguard Group Inc9.280%-6.533%6,657,941-465,3532024-09-30
Corvex Management LP6.647%0.000%4,769,09802024-09-30
FMR Inc4.483%-30.779%3,216,536-1,430,2032024-09-30
T. Rowe Price Associates, Inc.4.535%-14.110%3,041,768-499,6842022-06-30
State Street Corp3.145%0.985%2,256,63722,0132024-09-30
State Street Corporation3.111%0.852%2,231,13718,8512024-03-31
RARE Infrastructure3.108%76.486%2,217,317960,9452022-12-31
Maverick Capital Ltd2.460%18.534%1,765,148275,9922024-09-30
Brookfield Asset Management Inc2.364%0.000%1,585,6701,585,6702022-06-30
Geode Capital Management, LLC2.022%1.392%1,450,75519,9222024-09-30
Fuller & Thaler Asset Management Inc1.998%-6.661%1,433,146-102,2762024-09-30
T. Rowe Price Investment Management,Inc.1.900%-30.063%1,361,423-585,2052023-12-31
AllianceBernstein L.P.1.892%-4.077%1,352,384-57,4862023-03-31
Channing Capital Management, LLC1.764%6.204%1,265,83773,9422024-09-30
River Road Asset Management, LLC1.634%0.031%1,172,1263572024-09-30
Principal Financial Group Inc1.598%-0.573%1,146,474-6,6032024-09-30
Nomura Holdings Inc1.592%0.045%1,138,5275162023-06-30
Zimmer Partners LP1.658%1.498%1,112,00016,4102022-09-30
Gabelli Funds LLC1.502%-3.110%1,077,443-34,5782024-09-30
Wellington Management Company LLP1.478%24.402%1,059,348207,7982023-12-31
Macquarie Group Ltd1.459%15.168%1,047,012137,8942024-09-30
Brookfield Corp1.535%-35.097%1,029,156-556,5142022-09-30
Dimensional Fund Advisors, Inc.1.398%1.756%1,002,87617,3102024-09-30
Charles Schwab Investment Management Inc1.363%3.724%977,81035,1062024-09-30
Goldman Sachs Group Inc1.306%55.575%935,864334,3132023-12-31
American Century Companies Inc1.253%-9.153%898,709-90,5432024-06-30
Massachusetts Financial Services Company1.208%-1.747%863,712-15,3592023-09-30
Bank of New York Mellon Corp1.203%-18.034%863,177-189,9172024-09-30
Gamco Investors, Inc. Et Al1.188%-1.744%852,277-15,1292024-09-30
Adage Capital Partners Gp LLC1.115%-20.000%800,000-200,0002024-06-30
Morgan Stanley - Brokerage Accounts1.095%0.633%785,3424,9402024-06-30
Northern Trust Corp1.004%0.602%720,3144,3072024-09-30
Franklin Resources Inc0.987%0.075%703,5995272022-12-31
First Trust Advisors L.P.0.949%2.866%680,49618,9622024-09-30

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 46.37% of the company with a total of 33.1 million shares.

In the latest ownership report on November 30th 2024, the top 38 fund holders increased their combined ownership of SWX by 27 thousand shares. 4 funds bought 34,013 total additional shares and increased their ownership by an average of 1.18%. However 1 funds sold 6,980 total shares and decreased their ownership by an average of 0.36%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Southwest Gas Holdings increased by a net total of 27,033 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF2.695%0.000%1,933,41902024-11-30
Vanguard Total Stock Mkt Idx Inv2.669%-0.363%1,914,626-6,9802024-11-30
iShares Russell 2000 ETF2.384%0.000%1,710,66702024-11-30
Vanguard Small Cap Index2.141%0.590%1,535,7959,0002024-11-30
iShares Select Dividend ETF1.603%0.000%1,150,21702024-11-30
Vanguard Small Cap Value Index Inv1.448%0.699%1,038,8337,2112024-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.257%0.356%902,0333,1962024-11-30
iShares Russell 2000 Value ETF0.834%0.000%598,59102024-11-30
SPDR® S&P MIDCAP 400 ETF Trust0.680%3.085%488,12014,6062024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr2.898%7.331%2,072,845141,5752023-03-31
Fuller & Thaler Small-Cap Value2.859%9.924%2,039,216184,1072022-12-31
iShares Core S&P Mid-Cap ETF2.695%0.000%1,933,41902024-11-30
Vanguard Total Stock Mkt Idx Inv2.669%-0.363%1,914,626-6,9802024-11-30
Fuller & Thaler Behavrl Small-Cap Value2.434%-1.778%1,740,669-31,5052023-09-30
iShares Russell 2000 ETF2.384%0.000%1,710,66702024-11-30
Vanguard Small Cap Index2.141%0.590%1,535,7959,0002024-11-30
FullerThaler Behavioral Small-Cap Value1.816%-0.018%1,302,805-2402024-09-30
Undiscovered Managers Behavioral Val L1.633%-5.231%1,171,803-64,6802024-10-31
iShares Select Dividend ETF1.603%0.000%1,150,21702024-11-30
Vanguard Small Cap Value Index Inv1.448%0.699%1,038,8337,2112024-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.257%0.356%902,0333,1962024-11-30
Vanguard Extended Market Index Investor1.258%-0.017%899,045-1512023-08-31
Gabelli Utilities AAA1.043%-2.805%748,400-21,6002024-09-30
Delaware Small Cap Value A0.982%0.000%704,30002024-10-31
Franklin Utilities A11.044%0.000%700,00002022-12-31
Delaware Sm-Cap Val Eq1.032%0.000%692,40002022-03-31
Fidelity Series Small Cap Opps0.911%-0.654%653,560-4,3002024-09-30
Delaware US Small Cap Value Eq SMA0.905%-5.183%645,800-35,3002023-06-30
Fidelity Small Cap Index0.864%-0.578%620,067-3,6032024-09-30
T. Rowe Price Small-Cap Stock0.855%-32.346%611,777-292,5002023-12-31
T. Rowe Price US Small-Cap Core Equity0.855%-32.346%611,777-292,5002023-12-31
iShares Russell 2000 Value ETF0.834%0.000%598,59102024-11-30
Fidelity® Small Cap Index0.833%2.721%595,66115,7802023-10-31
First Trust Value Line® Dividend ETF0.813%-10.147%583,169-65,8582024-11-28
T. Rowe Price Instl Small-Cap Stock0.691%0.000%492,77502022-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.680%3.085%488,12014,6062024-11-30
Fidelity Stock Selector Small Cap0.672%15.603%482,33665,1002024-09-30
FTF ClearBridge Global Infras Inc WAcc0.674%-0.393%480,927-1,8992023-02-28
MFS Core Equity A0.656%-0.827%469,105-3,9122023-09-30
MFS Research Equity - Industry Neutral0.656%-1.594%469,105-7,6002023-09-30
American Century U.S. Small Cap Value0.643%-30.854%461,123-205,7562024-09-30
American Century Small Cap Value Inv0.643%-30.854%461,123-205,7562024-09-30
ProShares S&P MidCap 400 Dividend Arst0.625%0.000%448,47502024-11-29
Vanguard Utilities ETF0.608%3.778%434,79015,8272024-01-31
Fidelity Value0.603%0.000%432,10002024-05-31
Fidelity VIP Mid Cap Initial0.576%0.000%413,30002024-07-31
1290 VT GAMCO Small Company Value IB0.572%0.000%410,00002024-08-31

Discussions

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delaina1/2/24 01:12am

$SWX we need more volume

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