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Disclosery

SWX SOUTHWEST GAS HLDGS INC

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Stock (common), issuer CIK 1692115

325 managers (334 13F filers) reported a position in SWX shares at 2025-09-30, 66,026,029 shares in all. 44 filers opened a position and 36 filers sold out during the quarter.

Managers
325
13F filers
334
New
44
Added
136
Reduced
93
Sold out
36
Shares held by filers
66,026,029

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Farther Finance Advisors, LLC4,058$318K<0.01%-1,09413F-HRTimeline
Crossmark Global Holdings, Inc.4,019$315K<0.01%+213F-HRTimeline
Bayforest Capital Ltd4,004$314K0.15%-3,06713F-HRTimeline
Orca Investment Management, LLC3,948$309K0.25%-113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,801$298K<0.01%+3513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,820$298K<0.01%-3713F-HRTimelineGroup
TTP Investments, Inc.3,691$289K0.08%+1413F-HRTimeline
CHOREO, LLC3,621$284K<0.01%-4,86313F-HRTimeline
AVIVA PLCin group AVIVA PLC3,611$283K<0.01%new13F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,602$282K0.02%+25813F-HRTimelineGroup
Clear Creek Financial Management, LLC3,597$282K0.02%+2713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,567$279K<0.01%-94213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,450$270K0.05%013F-HRTimeline
Ellevest, Inc.3,327$261K0.04%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,279$257K<0.01%+4613F-HRTimeline
BOKF, NAin group BOKF, NA3,210$251K<0.01%+2113F-HRTimelineGroup
NewEdge Advisors, LLC3,194$250K<0.01%+21913F-HRTimeline
Belpointe Asset Management LLC3,170$248K0.01%+1213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,159$247K<0.01%+5613F-HRTimelineGroup
Longboard Asset Management, LP3,071$241K0.39%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,061$240K<0.01%+2,12213F-HRTimelineGroup
AE Wealth Management LLC3,004$235K<0.01%-21213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,000$235K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,933$230K<0.01%-29113F-HRTimelineGroup
MIRABELLA FINANCIAL SERVICES LLP2,916$228K0.02%new13F-HR/ATimeline
Jacobsen Capital Management2,888$226K0.08%+813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,849$223K<0.01%-3,78613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,852$223K<0.01%-1613F-HRTimelineGroup
Optas, LLC2,831$222K0.04%new13F-HRTimeline
Financiere des Professionnels - Fonds d…2,748$215K0.01%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,712$212K<0.01%new13F-HRTimelineGroup
PROFUND ADVISORS LLC2,624$206K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,329$182K0.01%+313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,271$178K<0.01%+2,03013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,090$165K<0.01%+39913F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,014$158K<0.01%+43913F-HRTimelineGroup
Versant Capital Management, Inc1,999$157K0.02%-113F-HRTimeline
Global Retirement Partners, LLC1,903$149K<0.01%013F-HRTimeline
Allworth Financial LP1,734$136K<0.01%-10413F-HRTimeline
SIGNATUREFD, LLC1,665$130K<0.01%013F-HRTimeline
MAI Capital Management1,647$129K<0.01%-3913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,603$126K<0.01%new13F-HRTimelineGroup
State of Wyoming1,560$122K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,515$119K<0.01%new13F-HRTimeline
DANSKE BANK A/S1,200$94K<0.01%013F-HR/ATimeline
GAMMA Investing LLC1,171$91.7K0.01%+33913F-HRTimeline
Trifecta Capital Advisors, LLC1,000$78.3K0.01%013F-HRTimeline
Advisory Services Network, LLC921$72.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC912$71.5K<0.01%+3213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …902$71K<0.01%-2113F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.878$69K<0.01%-58113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC813$63.7K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC1,392$57.7K0.01%+1,38713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD720$56.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc700$54.8K<0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO629$49K<0.01%-1,09013F-HRTimeline
Golden State Wealth Management, LLC606$47.5K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.600$47K<0.01%+5513F-HRTimelineGroup
Blue Trust, Inc.583$45.7K<0.01%+5513F-HRTimeline
UMB Bank, n.a.580$45.4K<0.01%+4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…545$42.7K<0.01%+10513F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC533$41.8K<0.01%013F-HRTimeline
Covestor Ltd521$41K0.02%-97913F-HRTimeline
IFP Advisors, Inc477$37.4K<0.01%013F-HR/ATimeline
Parkside Financial Bank & Trust444$34.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…433$33.9K<0.01%-19013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp406$31.8K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC382$29.9K<0.01%+34413F-HRTimeline
PRIVATE TRUST CO NA337$26.4K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.307$24K<0.01%+10713F-HRTimeline
Glass Jacobson Investment Advisors llc300$23.5K0.01%013F-HRTimeline
Bell Investment Advisors, Inc289$22.6K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd283$22.2K0.01%new13F-HRTimeline
Key Financial Inc279$21.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC260$20.6K<0.01%013F-HRTimeline
Caitlin John, LLC242$19K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…231$18.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.208$16.3K<0.01%+11613F-HRTimeline
Rise Advisors, LLC205$16.1K0.01%+213F-HRTimeline
First PREMIER Bank200$16K<0.01%013F-HRTimeline
Westside Investment Management, Inc.180$14K<0.01%+9013F-HRTimeline
Essential Partners LLC174$13.6K<0.01%+8713F-HRTimeline
Hughes Financial Services, LLC160$12.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.150$11.8K<0.01%013F-HRTimeline
Hemington Wealth Management153$11K<0.01%+513F-HRTimeline
LRI Investments, LLC140$11K<0.01%-3013F-HRTimeline
Manchester Capital Management LLC135$10.6K<0.01%+12413F-HRTimeline
ROTHSCHILD INVESTMENT LLC134$10.5K<0.01%+413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management131$10.3K<0.01%013F-HRTimelineGroup
Caitong International Asset Management …129$10.1K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL128$10K<0.01%013F-HRTimeline
Root Financial Partners, LLC113$8.85K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC106$8.3K<0.01%new13F-HRTimeline
Accent Capital Management, LLC104$8.15K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.99$8K<0.01%+5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC94$7.36K<0.01%+3913F-HRTimeline
Larson Financial Group LLC94$7.36K<0.01%+4613F-HRTimeline
Hillsdale Investment Management Inc.90$7.05K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV90$7K<0.01%013F-HR/ATimeline
Clearstead Trust, LLC88$6.89K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC84$6.55K<0.01%-413F-HRTimeline
Quent Capital, LLC72$5.64K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB57$4.46K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.56$4.39K<0.01%013F-HRTimeline
Corsicana & Co.55$4.31K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN50$3.92K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC43$3K<0.01%013F-HRTimeline
Financial Perspectives, Inc37$2.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC35$2.74K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC29$2.27K<0.01%013F-HRTimeline
Fortitude Family Office, LLC21$1.65K<0.01%+613F-HRTimeline
High Note Wealth, LLC20$1.57K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC17$1.33K<0.01%013F-HRTimeline
FIRST HORIZON CORP16$1.25K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC14$1.1K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13$1.02K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.12$959<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC9$705<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$392<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC5$391<0.01%+313F-HRTimeline
HFM Investment Advisors, LLC3$235<0.01%013F-HRTimeline
Tortoise Investment Management, LLC2$157<0.01%new13F-HRTimeline
True Wealth Design, LLC1$79<0.01%013F-HRTimeline
American Capital Advisory, LLC1$79<0.01%new13F-HRTimeline
Cloud Capital Management, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.