SWX
Southwest Gas Holdings, Inc. · Utilities · Regulated Gas
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -6.5% ·
net new positions +7.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 115 | +2 | 46.28M | $4.10B | +6 | −5 |
| Q1 2026 | 117 | +4 | 44.14M | $3.83B | +13 | −10 |
| Q4 2025 | 113 | +2 | 51.02M | $4.08B | +3 | — |
| Q3 2025 | 16 | -1 | 39.30M | $3.08B | +1 | −3 |
| Q2 2025 | 15 | -2 | 36.37M | $2.71B | — | −2 |
| Q1 2025 | 14 | +1 | 15.40M | $1.11B | +2 | −1 |
| Q4 2024 | 13 | +1 | 16.48M | $1.16B | +1 | — |
| Q3 2024 | 11 | -1 | 14.66M | $1.08B | — | −1 |
| Q2 2024 | 12 | — | 15.02M | $1.06B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Icahn Capital ✦ | 7.53M | -21.8% | $540.84M | 7.2% | ▼ Trim | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 2.34M | -0.9% | $167.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Adage Capital Partners ✦ | 1.55M | +72.2% | $111.29M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.49M | +3.4% | $107.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | GAMCO Investors ✦ | 830.74K | -1.6% | $59.65M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 759.35K | +5.3% | $54.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 291.02K | +7.4% | $20.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 227.41K | +208.2% | $16.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 9 | Millennium Management ✦ | 209.93K | +74.7% | $15.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 49.46K | +3.0% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 48.06K | +7.9% | $3.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Marshall Wace ✦ | 38.97K | +973.3% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 13 | Arrowstreet Capital ✦ | 21.52K | New | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 16.30K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $1.55M | 0.0% |
| Renaissance Technologies | $1.17M | 0.0% |
Exited
| Gotham Asset Management | $1.25M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 392 holders, 64.56M shares, $5.42B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 2.50K sh · $204,518
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology