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Disclosery

SWX SOUTHWEST GAS HLDGS INC

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Stock (common), issuer CIK 1692115

300 managers (309 13F filers) reported a position in SWX shares at 2024-12-31, 65,532,890 shares in all. 30 filers opened a position and 25 filers sold out during the quarter.

Managers
300
13F filers
309
New
30
Added
124
Reduced
101
Sold out
25
Shares held by filers
65,532,890

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAPTRUST FINANCIAL ADVISORS3,558$252K<0.01%+57213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,448$244K<0.01%-8813F-HRTimeline
Clear Creek Financial Management, LLC3,427$242K0.03%+17613F-HRTimeline
Holocene Advisors, LP3,279$232K<0.01%-21,24413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,217$227K<0.01%-11013F-HRTimelineGroup
Belpointe Asset Management LLC3,091$225K0.01%-2113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,056$225K<0.01%-2,53013F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,172$224K0.02%+5413F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,150$223K0.05%+50013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,000$212K<0.01%013F-HRTimeline
Sound Income Strategies, LLC3,000$212K0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,996$212K0.01%-9,80813F-HRTimelineGroup
NewEdge Advisors, LLC2,938$208K<0.01%-10013F-HRTimeline
CWM, LLCin group CWM, LLC2,838$201K<0.01%-1413F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,832$200K<0.01%+99313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,741$193K<0.01%+13013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,722$192K<0.01%-6913F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,452$173K0.01%013F-HRTimelineGroup
Bayforest Capital Ltd2,097$148K0.19%13F-HRTimeline
Versant Capital Management, Inc2,030$144K0.03%+1513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,955$141K0.01%-20013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,989$141K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,959$138K<0.01%-2,58413F-HR/ATimelineGroup
Global Retirement Partners, LLC1,895$134K<0.01%-25113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,832$130K<0.01%+54413F-HRTimelineGroup
SIGNATUREFD, LLC1,795$127K<0.01%+11913F-HRTimeline
MAI Capital Management1,400$99K<0.01%new13F-HRTimeline
Covestor Ltd1,013$72K0.05%+29013F-HRTimeline
Trifecta Capital Advisors, LLC1,000$70.7K0.01%013F-HRTimeline
AlphaQuest LLC946$66.9K0.01%+94513F-HRTimeline
QUADRANT CAPITAL GROUP LLC940$66.5K<0.01%-113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC845$59.8K<0.01%+56913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP726$51K<0.01%+3013F-HRTimelineGroup
Parallel Advisors, LLC712$50.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc705$49.9K<0.01%+513F-HRTimeline
UMB Bank, n.a.590$41.7K<0.01%+19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERMAY WEALTH MANAGEMENT LLC533$37.7K0.01%013F-HRTimeline
GAMMA Investing LLC486$34.4K<0.01%+9213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…413$29.2K<0.01%+613F-HRTimelineGroup
Parkside Financial Bank & Trust409$28.9K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp406$28.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc394$27.9K<0.01%+413F-HRTimeline
Allworth Financial LP346$25K<0.01%+5313F-HRTimeline
Quarry LP344$24.3K<0.01%new13F-HRTimeline
Blue Trust, Inc.343$24.3K<0.01%-44613F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management335$23.7K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC316$22.3K0.01%+213F-HRTimeline
Glass Jacobson Investment Advisors llc300$21.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc279$19.7K<0.01%013F-HRTimeline
Caitlin John, LLC251$17.8K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…250$17.7K<0.01%+6213F-HRTimeline
Bell Investment Advisors, Inc247$17.5K<0.01%-613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK238$16.8K<0.01%+413F-HRTimelineGroup
Operose Advisors LLC233$16.5K0.01%new13F-HRTimeline
Headlands Technologies LLC209$14.8K<0.01%new13F-HRTimeline
First PREMIER Bank200$14K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…180$12.8K<0.01%013F-HRTimelineGroup
LRI Investments, LLC171$12.1K<0.01%013F-HRTimeline
Arax Advisory Partners170$12K<0.01%-9213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.176$12K<0.01%-313F-HRTimeline
North Star Investment Management Corp.150$10.6K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.138$9.76K0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC123$9K<0.01%+10313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…123$8.7K<0.01%+913F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL128$8.11K<0.01%013F-HRTimeline
Hemington Wealth Management118$8K<0.01%+313F-HRTimeline
Avior Wealth Management, LLC100$7.07K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$7.07K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.92$6.5K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC88$6.22K<0.01%+1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB80$5.66K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC63$4.46K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.56$3.96K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$3.89K<0.01%+1513F-HRTimeline
Golden State Wealth Management, LLC55$3.89K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN50$3.54K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC47$3K<0.01%+413F-HRTimeline
Farther Finance Advisors, LLC40$2.83K<0.01%+313F-HRTimeline
WR Wealth Planners, LLC39$2.76K<0.01%+313F-HRTimeline
JFS WEALTH ADVISORS, LLC38$2.69K<0.01%013F-HRTimeline
Financial Perspectives, Inc37$2.62K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.37$2.61K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC35$2.46K<0.01%+1813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors33$2.33K<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC29$2.05K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.21$1.51K<0.01%013F-HRTimeline
Lindbrook Capital, LLC20$1.41K<0.01%+613F-HRTimeline
Cranbrook Wealth Management, LLC17$1.2K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.13$920<0.01%+113F-HRTimeline
Manchester Capital Management LLC11$778<0.01%013F-HRTimeline
Amundiin group Amundi10$703<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.9$637<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.8$566<0.01%-213F-HRTimeline
Sachetta, LLC8$566<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$3910.04%-4,30213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3$212<0.01%-3413F-HRTimelineGroup
Global Financial Private Client, LLC3$212<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$141<0.01%13F-HRTimeline
TFC Financial Management, Inc.1$71<0.01%013F-HRTimeline
Capital A Wealth Management, LLC1$71<0.01%13F-HRTimeline