$SWX

$92.84 +$0.53 (0.57%) Close

$SWX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 72.4M shares outstanding

Who owns SWX?

By type of holder

Institutions 93.1% Insiders 0.8% Everyone else 6.1%

Concentration Top 10 holders own 62.9%

BlackRock, Inc. 15.4% · FMR LLC 7.7%

Institutional ownership

93.1%

+3.1 pts vs last qtr

Institutional holders

410

+12 vs last qtr

Net shares bought

+2.3M

by institutions in Q2 2026

New / sold out

55 / 43

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +948.1K
Aqr Capital Management LLC +439.7K

Biggest sellers in Q2 2026

Corvex Management LP −1.1M
Zimmer Partners, LP −498.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.17M

3 notices from 3 people

Shares covered

13.7K

0.02% of the company

Arranged in advance

21%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Teno Andrew Director $725K
Brown Justin L Officer 10b5-1 $246K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+51.3%

+4.71% a year

Each share's claim on the business

−33.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $87.4M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years67% 3–5 years12% 1–3 years11% Under 1 year10%

Quarterly turnover

9.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SWX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	11.2M	15.43%	+434.1K (+4.0%)	≤2021	0.0%
Shares held by quarter Peak holding11.2M (Q2'26) Change over 8 quarters+1.7M Share of the company15.430% BlackRock, Inc.'s full portfolio →
F FMR LLC	5.6M	7.70%	+413.2K (+8.0%)	≤2021	0.0%
Shares held by quarter Peak holding5.6M (Q4'25) Change over 8 quarters+2.4M Share of the company7.700% FMR LLC's full portfolio →

BlackRock, Inc.

11.2M

% of company

15.43%

Change vs last qtr

+434.1K (+4.0%)

Held since

≤2021

FMR LLC

5.6M

% of company

7.70%

Change vs last qtr

+413.2K (+8.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Southwest Gas Holdings, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SWX on Form N-PORT; together they hold 46.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$196M	2.2M	3.04%	0.16%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$193M	2.2M	3.01%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$196M

% of company

3.04%

% of the fund

0.16%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$193M

% of company

3.01%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Southwest Gas Holdings, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KA Keith A. Meister 5%+ holder 13D · 5.0%	3.6M	4.99%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.990% Disclosed stake13D · 5.0% View the 13D/G filing →
CC Carl C. Icahn 5%+ holder 13D · 5.0%	3.6M	4.97%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.970% Disclosed stake13D · 5.0% View the 13D/G filing →

Keith A. Meister

5%+ holder13D · 5.0%

3.6M

% of company

4.99%

Change vs last qtr

—

Held since

—

Carl C. Icahn

5%+ holder13D · 5.0%

3.6M

% of company

4.97%

Change vs last qtr

—

Held since

—

32 more holders behind a free account

See every insider and 5%+ holder of Southwest Gas Holdings, Inc..

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