SWX Institutional Ownership
Who owns Southwest Gas Holdings, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 412 funds reported holding SWX at Jun 30, 2026, together owning 93.1% of the company.
- ▲217 buying vs 156 selling
- ▲Held by funds +3.1 pts
- ▲Funds holding +13
- ▼Superinvestors: 1 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 412 | 399 | +3.3% |
| In funds' top 10 | 1 | 3 | −66.7% |
| 13F shares | 67.4M | 65.2M | +3.5% |
| Held by funds | 93.1% | 90.0% | +3.1 pts |
| New positions | 51 | 83 | −38.6% |
| Increased | 166 | 152 | +9.2% |
| Reduced | 117 | 95 | +23.2% |
| Sold out | 39 | 41 | −4.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SWX
All superinvestors →
Who owns SWX
share of fund held shares- Index and passive funds40.2%
- Active managers and hedge funds48.0%
- Banks and brokers8.4%
- Pensions, insurers and other3.4%
The top 10 holders own 54.2% of all SWX shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
97 funds changed their position- Principal Financial Group IncTrimmed−67K sh
- Channing Capital Management, LLCTrimmed−45K sh
- CenterBook Partners LPNew+38K sh
- Asset Management One Co., Ltd.New+34K sh
- Y-Intercept (Hong Kong) LtdSold out−30K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.43% | 11.2M | $992M | +434K |
| 2 | Fmr LLC | 7.70% | 5.6M | $494M | +413K |
| 3 | Vanguard Portfolio Management LLC | 5.48% | 4M | $352M | +118K |
| 4 | Corvex Management LP | 4.43% | 3.2M | $285M | −1.1M |
| 5 | Vanguard Capital Management LLC | 4.21% | 3M | $270M | +39K |
| 6 | State Street Corp | 3.60% | 2.6M | $231M | +186K |
| 7 | Geode Capital Management, LLC | 2.88% | 2.1M | $185M | +379K |
| 8 | Maverick Capital Ltd | 2.61% | 1.9M | $168M | −237K |
| 9 | AQR Capital Management LLC | 2.21% | 1.6M | $142M | +440K |
| 10 | Adage Capital Partners Gp, L.l.c. | 1.87% | 1.4M | $120M | −120K |
- Norges Bank+948K sh+$84.1M
- AQR Capital Management LLC+440K sh+$39M
- BlackRock, Inc.+434K sh+$38.5M
- Fmr LLC+413K sh+$36.6M
- Geode Capital Management, LLC+379K sh+$33.6M
- Massachusetts Financial Services Co /ma/+372K sh+$33M
- Jacobs Levy Equity Management, Inc+313K sh+$27.7M
- Weiss Asset Management LP+259K sh+$23M
- Corvex Management LP−1.1M sh−$98.4M
- Zimmer Partners, LP−499K sh−$44.2M
- Balyasny Asset Management L.P.−383K sh−$34M
- Maverick Capital Ltd−237K sh−$21M
- Morgan Stanley−212K sh−$18.8M
- Citadel Advisors LLC−199K sh−$17.7M
- Point72 Asset Management, L.P.−181K sh−$16.1M
- Man Group plc−177K sh−$15.7M
SWX institutional ownership FAQ
Who owns the most SWX stock?
In Q2 2026 13F filings the largest holder of SWX was BlackRock, Inc., followed by Fmr LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SWX is owned by institutions?
Funds that file 13F reports held 93.1% of SWX's shares at Jun 30, 2026, compared with 90.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SWX?
In Q2 2026, 217 funds bought SWX (51 of them new positions) and 156 sold (39 sold out completely). Among well known investors, 1 added and 3 cut. Our fund sentiment for SWX is bullish.
What is SWX's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SWX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.