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Disclosery

SWX SOUTHWEST GAS HLDGS INC

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Stock (common), issuer CIK 1692115

321 managers (329 13F filers) reported a position in SWX shares at 2025-06-30, 66,828,977 shares in all. 42 filers opened a position and 60 filers sold out during the quarter.

Managers
321
13F filers
329
New
42
Added
141
Reduced
97
Sold out
60
Shares held by filers
66,828,977

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Crossmark Global Holdings, Inc.4,017$299K<0.01%-50713F-HRTimeline
Orca Investment Management, LLC3,949$294K0.26%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,857$290K<0.01%-17013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,766$280K<0.01%+3513F-HR/ATimelineGroup
TTP Investments, Inc.3,677$274K0.09%+1613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,625$270K0.04%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …3,599$268K<0.01%+79913F-HRTimelineGroup
Clear Creek Financial Management, LLC3,570$266K0.03%+33113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,450$257K0.05%+30013F-HRTimeline
OPTIMIZE FINANCIAL INC.3,445$256K0.16%-2413F-HRTimeline
PAX Financial Group, LLC3,388$252K0.05%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,344$248K0.02%+15913F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,233$240K<0.01%-1,62913F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,224$240K<0.01%+20713F-HRTimelineGroup
AE Wealth Management LLC3,216$239K<0.01%-64213F-HRTimeline
BOKF, NAin group BOKF, NA3,189$237K<0.01%-25813F-HRTimelineGroup
Belpointe Asset Management LLC3,158$235K0.01%+1313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,103$231K<0.01%+67113F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP3,016$224K0.02%-77613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,000$223K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,983$222K0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC2,975$221K<0.01%+3713F-HRTimeline
Jacobsen Capital Management2,880$214K0.08%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,868$213K<0.01%new13F-HRTimelineGroup
Financiere des Professionnels - Fonds d…2,748$204K0.01%new13F-HR/ATimeline
SG Americas Securities, LLC2,534$189K<0.01%-10,72713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,430$181K<0.01%-36113F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,326$173K0.01%-14513F-HRTimelineGroup
Versant Capital Management, Inc2,000$149K0.02%-8713F-HRTimeline
Global Retirement Partners, LLC1,903$142K<0.01%13F-HRTimeline
Allworth Financial LP1,838$137K<0.01%+1,44513F-HRTimeline
SHELL ASSET MANAGEMENT CO1,719$128K<0.01%-18813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,691$126K<0.01%-1,33213F-HR/ATimelineGroup
MAI Capital Management1,686$125K<0.01%+27813F-HRTimeline
SIGNATUREFD, LLC1,665$124K<0.01%-12513F-HRTimeline
KBC Group NVin group KBC Group NV1,575$117K<0.01%-1,32813F-HRTimelineGroup
Covestor Ltd1,500$111K0.07%+36113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,459$109K<0.01%-42413F-HRTimelineGroup
DANSKE BANK A/S1,200$89.3K<0.01%new13F-HRTimeline
Vestcor Inc1,159$86K<0.01%-3,93413F-HRTimeline
Trifecta Capital Advisors, LLC1,000$74.4K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.939$70K<0.01%+16513F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …923$69K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC880$65.5K<0.01%+15213F-HRTimeline
GAMMA Investing LLC832$61.9K<0.01%-3713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC813$60.5K<0.01%+53713F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD720$53.6K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc700$52.1K<0.01%-213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…623$46.3K<0.01%+11713F-HRTimelineGroup
Golden State Wealth Management, LLC606$45.1K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.545$40.5K<0.01%+4413F-HRTimelineGroup
UMB Bank, n.a.534$39.7K<0.01%-29913F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC533$39.6K<0.01%013F-HRTimeline
Blue Trust, Inc.528$39.3K<0.01%+5813F-HRTimeline
SIMPLEX TRADING, LLC496$36K<0.01%new13F-HRTimeline
IFP Advisors, Inc477$35.5K<0.01%+8713F-HRTimeline
Parkside Financial Bank & Trust444$33K<0.01%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…440$32.7K<0.01%+30413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp406$30.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA337$25.1K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc300$22.3K0.01%013F-HRTimeline
Bell Investment Advisors, Inc289$21.5K<0.01%+3413F-HRTimeline
Key Financial Inc279$20.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC260$19.3K<0.01%new13F-HRTimeline
Community Bank, N.A.250$18.6K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC241$18K<0.01%+19113F-HRTimelineGroup
Operose Advisors LLC233$17.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…231$17.2K<0.01%-1913F-HRTimeline
Rise Advisors, LLC203$15.1K0.01%+113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.200$15K<0.01%-5113F-HRTimeline
First PREMIER Bank200$15K<0.01%013F-HRTimeline
LRI Investments, LLC170$12.6K<0.01%+913F-HRTimeline
Hughes Financial Services, LLC160$12.5K<0.01%-713F-HRTimeline
North Star Investment Management Corp.150$11.2K<0.01%013F-HRTimeline
Hemington Wealth Management148$11K<0.01%+113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management131$9.74K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC130$9.67K<0.01%+3513F-HRTimeline
Strategic Investment Solutions, Inc. /IL128$9.52K<0.01%013F-HRTimeline
Accent Capital Management, LLC104$7.74K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV90$7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.92$6.84K<0.01%013F-HRTimeline
Westside Investment Management, Inc.90$6.77K<0.01%new13F-HRTimeline
Hillsdale Investment Management Inc.90$6.7K<0.01%013F-HRTimeline
Clearstead Trust, LLC88$6.55K<0.01%+1213F-HRTimeline
Brooklyn Investment Group88$6.55K<0.01%+5813F-HR/ATimeline
Smartleaf Asset Management LLC88$6.53K<0.01%+2413F-HRTimeline
Essential Partners LLC87$6.47K<0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.57$4.24K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB57$4.24K<0.01%-2313F-HRTimeline
SBI Securities Co., Ltd.56$4.17K<0.01%013F-HRTimeline
Clearstead Advisors, LLC55$4.09K<0.01%+3513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN50$3.72K<0.01%013F-HRTimeline
Larson Financial Group LLC48$3.57K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.47$3K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC43$3K<0.01%-413F-HRTimeline
Quarry LP40$2.98K<0.01%-71113F-HRTimeline
JFS WEALTH ADVISORS, LLC38$2.83K<0.01%013F-HRTimeline
Financial Perspectives, Inc37$2.75K<0.01%013F-HRTimeline
Bogart Wealth, LLC35$2.6K<0.01%+2013F-HRTimeline
Arax Advisory Partners16$2.38K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.30$2.25K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC29$2.16K<0.01%013F-HRTimeline
Horizon Investments, LLC18$1.34K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC17$1.26K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.16$1.19K<0.01%-513F-HRTimeline
Fortitude Family Office, LLC15$1.12K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC17$1.08K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13$968<0.01%-22513F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.12$893<0.01%+113F-HRTimeline
Manchester Capital Management LLC11$819<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC9$670<0.01%013F-HRTimeline
Raleigh Capital Management Inc.5$399<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC5$398<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$372<0.01%-513F-HRTimeline
HFM Investment Advisors, LLC3$223<0.01%+213F-HRTimeline
Headlands Technologies LLC2$149<0.01%-50813F-HRTimeline
Parkworth Wealth Management, Inc.2$149<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$148<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$80<0.01%new13F-HRTimeline
True Wealth Design, LLC1$75<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.