Southwest Gas Holdings Inc (SWX) Ownership

74.21 ↓0.42 (-0.56%)
As of April 30, 2024, 11:18am 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 32 institutional holders of SWX own 93.96% of the company with a total of 66.8 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of SWX by 1.6 million shares. 12 institutions bought 2,573,761 total additional shares and increased their ownership by an average of 15.17%. However 7 institutions sold 932,722 total shares and decreased their ownership by an average of 8.02%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Southwest Gas Holdings increased by a net total of 1,641,039 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
ICAHN CARL C15.396%0.000%11,022,60402023-12-31
BlackRock Inc12.986%0.112%9,297,23810,3572023-12-31
Vanguard Group Inc10.129%0.246%7,251,95217,8022023-12-31
State Street Corporation3.090%3.111%2,212,28666,7462023-12-31
Fuller & Thaler Asset Management Inc2.715%-3.870%1,943,447-78,2462023-12-31
FMR Inc1.967%79.907%1,408,488625,5902023-12-31
T. Rowe Price Investment Management,Inc.1.902%-30.063%1,361,423-585,2052023-12-31
Geode Capital Management, LLC1.864%4.111%1,334,49252,6932023-12-31
Gabelli Funds LLC1.699%-1.309%1,216,235-16,1322023-12-31
Channing Capital Management, LLC1.665%-9.523%1,191,793-125,4412023-12-31
River Road Asset Management, LLC1.652%0.607%1,183,0497,1432023-12-31
Principal Financial Group Inc1.635%-0.746%1,170,254-8,8002023-12-31
Maverick Capital Ltd1.567%0.000%1,121,9881,121,9882023-12-31
Bank of New York Mellon Corp1.496%-8.002%1,070,982-93,1592023-12-31
American Century Companies Inc1.486%9.024%1,063,87588,0532023-12-31
Wellington Management Company LLP1.480%24.402%1,059,348207,7982023-12-31
Macquarie Group Ltd1.348%-2.599%964,781-25,7392023-12-31
Goldman Sachs Group Inc1.307%55.575%935,864334,3132023-12-31
Gamco Investors, Inc. Et Al1.199%0.737%858,3636,2832023-12-31
Dimensional Fund Advisors, Inc.1.197%4.261%856,24934,9952023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
ICAHN CARL C15.396%0.000%11,022,60402023-12-31
BlackRock Inc12.986%0.112%9,297,23810,3572023-12-31
Vanguard Group Inc10.129%0.246%7,251,95217,8022023-12-31
Corvex Management LP4.792%66.549%3,431,0231,370,9512023-09-30
T. Rowe Price Associates, Inc.4.535%-14.110%3,041,768-499,6842022-06-30
RARE Infrastructure3.108%76.486%2,217,317960,9452022-12-31
State Street Corporation3.090%3.111%2,212,28666,7462023-12-31
Fuller & Thaler Asset Management Inc2.715%-3.870%1,943,447-78,2462023-12-31
Brookfield Asset Management Inc2.364%0.000%1,585,6701,585,6702022-06-30
FMR Inc1.967%79.907%1,408,488625,5902023-12-31
T. Rowe Price Investment Management,Inc.1.902%-30.063%1,361,423-585,2052023-12-31
AllianceBernstein L.P.1.892%-4.077%1,352,384-57,4862023-03-31
Geode Capital Management, LLC1.864%4.111%1,334,49252,6932023-12-31
Gabelli Funds LLC1.699%-1.309%1,216,235-16,1322023-12-31
Channing Capital Management, LLC1.665%-9.523%1,191,793-125,4412023-12-31
River Road Asset Management, LLC1.652%0.607%1,183,0497,1432023-12-31
Principal Financial Group Inc1.635%-0.746%1,170,254-8,8002023-12-31
Nomura Holdings Inc1.592%0.045%1,138,5275162023-06-30
Maverick Capital Ltd1.567%0.000%1,121,9881,121,9882023-12-31
Zimmer Partners LP1.658%1.498%1,112,00016,4102022-09-30
Bank of New York Mellon Corp1.496%-8.002%1,070,982-93,1592023-12-31
American Century Companies Inc1.486%9.024%1,063,87588,0532023-12-31
Wellington Management Company LLP1.480%24.402%1,059,348207,7982023-12-31
Brookfield Corp1.535%-35.097%1,029,156-556,5142022-09-30
Macquarie Group Ltd1.348%-2.599%964,781-25,7392023-12-31
Morgan Stanley - Brokerage Accounts1.347%-0.571%963,321-5,5272023-09-30
Goldman Sachs Group Inc1.307%55.575%935,864334,3132023-12-31
Massachusetts Financial Services Company1.208%-1.747%863,712-15,3592023-09-30
Gamco Investors, Inc. Et Al1.199%0.737%858,3636,2832023-12-31
Dimensional Fund Advisors, Inc.1.197%4.261%856,24934,9952023-12-31
Northern Trust Corp1.161%-4.610%830,246-40,1252023-09-30
Franklin Resources Inc0.987%0.075%703,5995272022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Southwest Gas Holdings Inc (SWX), owning a total of 2.1 million shares. Combined, the top 35 mutual fund holders of SWX own 47.51% of the company with a total of 33.9 million shares.

In the latest ownership report on March 31st 2024, the top 35 fund holders increased their combined ownership of SWX by 15 thousand shares. 2 funds bought 22,402 total additional shares and increased their ownership by an average of 1.81%. However 2 funds sold 37,393 total shares and decreased their ownership by an average of 1.39%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Southwest Gas Holdings decreased by a net total of -14,991 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Small Cap Index2.421%-0.774%1,733,197-13,5162024-03-31
Vanguard Small Cap Value Index Inv1.632%-2.003%1,168,059-23,8772024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.258%1.240%900,44611,0312024-03-31
American Century Small Cap Value Inv1.110%0.000%795,00002024-03-31
American Century U.S. Small Cap Value1.110%0.000%795,00002024-03-31
First Trust Value Line® Dividend ETF1.109%0.000%793,68102024-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.686%2.370%491,20111,3712024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.968%-0.265%2,124,947-5,6482024-02-29
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 ETF2.609%-0.147%1,867,636-2,7542024-03-28
FullerThaler Behavioral Small-Cap Value2.466%5.218%1,765,50587,5602024-02-29
Fuller & Thaler Behavrl Small-Cap Value2.434%-1.778%1,740,669-31,5052023-09-30
Vanguard Small Cap Index2.421%-0.774%1,733,197-13,5162024-03-31
Undiscovered Managers Behavioral Val L2.330%4.511%1,668,05872,0002024-02-29
iShares Russell 2000 ETF2.142%0.299%1,533,6694,5702024-03-28
iShares Select Dividend ETF1.656%-0.097%1,185,737-1,1552024-03-28
Vanguard Small Cap Value Index Inv1.632%-2.003%1,168,059-23,8772024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.258%1.240%900,44611,0312024-03-31
Vanguard Extended Market Index Investor1.258%-0.017%899,045-1512023-08-31
Gabelli Utilities AAA1.175%-0.448%841,000-3,7822023-12-31
American Century Small Cap Value Inv1.110%0.000%795,00002024-03-31
American Century U.S. Small Cap Value1.110%0.000%795,00002024-03-31
First Trust Value Line® Dividend ETF1.109%0.000%793,68102024-03-31
Franklin Utilities A11.044%0.000%700,00002022-12-31
Delaware Sm-Cap Val Eq1.032%0.000%692,40002022-03-31
Delaware Small Cap Value A0.907%-1.353%649,100-8,9002024-02-29
Delaware US Small Cap Value Eq SMA0.905%-5.183%645,800-35,3002023-06-30
Fidelity Small Cap Index0.873%1.646%625,07310,1202024-01-31
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
Fidelity® Small Cap Index0.833%2.721%595,66115,7802023-10-31
iShares Russell 2000 Value ETF0.822%0.219%588,4451,2832024-03-28
ProShares S&P MidCap 400 Dividend Arst0.704%0.000%503,69402024-03-28
T. Rowe Price Instl Small-Cap Stock0.691%0.000%492,77502022-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.686%2.370%491,20111,3712024-03-31
Fidelity Series Small Cap Opps0.676%17.353%484,20071,6002024-01-31
FTF ClearBridge Global Infras Inc WAcc0.674%-0.393%480,927-1,8992023-02-28
MFS Research Equity - Industry Neutral0.656%-1.594%469,105-7,6002023-09-30
MFS Core Equity A0.656%-0.827%469,105-3,9122023-09-30
Vanguard Utilities ETF0.608%3.778%434,79015,8272024-01-31
Fidelity Value0.604%0.000%432,10002024-02-29

Discussions

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delaina1/2/24 01:12am

$SWX we need more volume

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a11/3/23 04:11pm

$SWX tomorrow will be an explosion day
I believe it!

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wsb_pro2/7/23 05:32pm

$SWX I'm friggin bored. Just give us our money already

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