SWX — SOUTHWEST GAS HLDGS INC
As of Q2 2026, 37 SEC-registered investment managers reported holding SWX (SOUTHWEST GAS HLDGS INC) in their latest 13F filings, with a combined reported value of $3.17B across 35.86M shares. That is +4.0% by share count (+1.38M shares) versus the previous quarter, while reported value moved +6.1%. Ownership is concentrated: the five largest holders account for 66.9% of reported value and the top ten for 81.7%.
Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SWX is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 11.18M | $991.55M | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 7.01M | $561.05M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 5.58M | $494.40M | 0.02% | Add |
| Corvex Management history | Q2 2026 | 3.21M | $284.53M | 8.69% | Reduce |
| Geode Capital Management history | Q2 2026 | 2.09M | $185.10M | 0.01% | Add |
| Maverick Capital history | Q2 2026 | 1.89M | $167.57M | 1.51% | Reduce |
| AQR Capital Management history | Q2 2026 | 1.60M | $142.21M | 0.05% | Add |
| Principal Global Investors history | Q2 2026 | 985.86K | $87.43M | 0.04% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 948.10K | $84.08M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 892.39K | $79.14M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 869.55K | $77.11M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 838.12K | $74.32M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 788.68K | $69.94M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 569.10K | $51.27M | 0.01% | New |
| Morgan Stanley history | Q2 2026 | 457.85K | $40.60M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 446.23K | $39.57M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 438.90K | $38.92M | 0.05% | Reduce |
| MFS Investment Management history | Q2 2026 | 424.66K | $37.66M | 0.01% | Add |
| Point72 Asset Management history | Q2 2026 | 333.47K | $29.57M | 0.03% | Reduce |
| Wellington Management Group history | Q2 2026 | 271.52K | $24.08M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 569.10K sh · $51.27M
- Lazard Asset Management 6.84K sh · $606.84K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 26.88K sh · $2.33M
- Two Sigma Investments sold 2.60K sh · $225.94K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 9.49M | 9.65M | 9.67M | 9.88M | 9.85M | 10.28M | 10.75M | 11.18M |
| Fidelity Management & Research (FMR) | 107.51K | 776 | 457.06K | 602.14K | 414.61K | 2.28K | 2.70K | 126.42K | 782.90K | 1.41M | 3.06M | 4.65M | 3.22M | 3.32M | 3.38M | 3.59M | 4.80M | 5.65M | 5.16M | 5.58M |
| Corvex Management | — | — | 70.00K | — | 234.12K | 37.77K | 912.79K | 2.06M | 3.43M | 4.77M | 4.77M | 4.77M | 4.77M | 4.77M | 4.77M | 5.03M | 5.03M | 5.03M | 4.32M | 3.21M |
| Geode Capital Management | 1.00M | 1.03M | 1.16M | 1.24M | 1.22M | 1.25M | 1.32M | 1.35M | 1.28M | 1.33M | 1.38M | 1.43M | 1.45M | 1.44M | 1.49M | 1.54M | 1.59M | 1.60M | 1.71M | 2.09M |
| Maverick Capital | — | — | — | — | — | — | — | — | — | 1.12M | 1.66M | 1.49M | 1.77M | 1.81M | 1.83M | 1.99M | 1.95M | 2.05M | 2.13M | 1.89M |
| AQR Capital Management | 141.43K | 66.44K | 62.91K | 16.05K | 23.30K | 17.57K | — | 5.34K | 5.68K | 4.52K | 5.39K | 8.24K | 32.62K | 73.78K | 227.41K | 404.84K | 402.71K | 604.27K | 1.16M | 1.60M |
| Principal Global Investors | 899.94K | 848.90K | 887.59K | 1.04M | 1.22M | 1.21M | 1.21M | 1.19M | 1.18M | 1.17M | 1.20M | 1.15M | 1.15M | 1.08M | 1.04M | 1.18M | 1.12M | 1.08M | 1.07M | 985.86K |
| Norges Bank Investment Management | — | — | — | — | — | 633.10K | — | — | — | 569.12K | — | 627.50K | — | 721.41K | — | 851.43K | — | 836.42K | — | 948.10K |
| Northern Trust Corp | 935.98K | 938.13K | 915.61K | 988.75K | 966.96K | 968.65K | 901.92K | 870.37K | 830.25K | 793.94K | 694.96K | 716.01K | 720.31K | 818.02K | 778.41K | 777.30K | 792.17K | 743.71K | 794.25K | 892.39K |
| Goldman Sachs Group | 193.75K | 64.44K | 122.37K | 394.59K | 583.66K | 319.05K | 604.70K | 471.48K | 601.55K | 467.93K | 566.45K | 376.19K | 365.71K | 369.17K | 319.85K | 306.05K | 344.62K | 466.57K | 695.59K | 869.55K |
| BNY Mellon | 1.13M | 939.92K | 1.02M | 847.98K | 916.00K | 1.16M | 1.21M | 1.20M | 1.16M | 1.07M | 984.84K | 1.05M | 863.18K | 906.21K | 748.44K | 763.32K | 772.55K | 759.79K | 846.25K | 838.12K |
| Charles Schwab Investment Management | 453.39K | 476.24K | 534.64K | 523.60K | 536.14K | 548.03K | 567.79K | 578.85K | 563.45K | 577.12K | 902.50K | 942.70K | 977.81K | 990.72K | 970.13K | 911.49K | 923.63K | 892.06K | 833.95K | 788.68K |
| JPMorgan Chase & Co | 407.00K | 1.88M | 300 | 251.74K | 281.71K | 294.96K | 196.80K | 222.85K | 187.47K | 266.16K | 313.57K | 315.53K | 275.82K | 505.56K | 966.66K | 718.11K | 1.77M | 679.60K | — | 569.10K |
| Morgan Stanley | 269.79K | 214.23K | 212.62K | 179.82K | 357.43K | 882.06K | 973.86K | 968.85K | 963.32K | 459.38K | 390.20K | 392.67K | 480.30K | 461.70K | 488.34K | 574.31K | 508.91K | 458.60K | 670.34K | 457.85K |
| Bank of America Corp | 324.51K | 340.54K | 423.48K | 291.81K | 284.60K | 327.24K | 306.10K | 248.77K | 237.72K | 201.41K | 261.43K | 216.58K | 199.26K | 187.78K | 225.99K | 301.43K | 298.36K | 255.46K | 395.34K | 446.23K |
| Renaissance Technologies | — | — | — | 46.40K | 17.20K | — | — | 76.80K | 18.40K | — | — | — | — | — | 16.30K | 95.80K | 206.30K | 120.40K | 459.00K | 438.90K |
| MFS Investment Management | — | — | — | — | — | — | — | 879.07K | 863.71K | 693.65K | 631.80K | 648.87K | 654.93K | 5.24K | — | 50.43K | 54.50K | 53.01K | 52.22K | 424.66K |
| Point72 Asset Management | — | 70.00K | 80.00K | 200.00K | 251.50K | 67.90K | 193.73K | — | 1.70K | — | — | — | — | — | — | — | — | — | 514.79K | 333.47K |
| Wellington Management Group | 18.33K | 19.88K | 20.38K | 501.38K | 428.74K | 605.05K | 675.08K | 704.26K | 851.55K | 1.06M | 109.69K | 78.97K | — | — | — | — | 206.79K | 192.45K | 227.81K | 271.52K |
| UBS Group AG | 25.41K | 68.47K | 98.26K | 36.92K | 40.47K | 40.65K | 75.84K | 44.95K | 108.03K | 113.28K | 91.31K | 47.03K | 102.06K | 212.49K | 122.38K | 251.96K | 230.39K | 189.34K | 393.50K | 269.89K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details