Public record / Tickers / SWX

SWX — Southwest Gas Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about SWX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming SWX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-23
filed 2023-08-23
13F holders
321
top-321 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Michael Guest · $1.0K–$15.0K

BUY · traded 2023-08-07 → filed 2023-08-23. Ranked over every SWX row by the provable lower bound, never a point estimate.

No member disclosed SWX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SWX rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SWX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SWX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-23Michael Guest R–MS-3BUY SP (spouse-owned)Traded 08-07 +16d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10BUYTraded 03-01 LATE·47d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in SWX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SWX in the trailing 12 months.

Congress ↔ notable managers · SWX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Corvex Management $375M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SOUTHWEST GAS HLDGS INC

Merged timeline of congressional filings and notable-manager moves on SWX
DateWhoChangeSize
2026-05-15Corvex Management 13FTRIM−712,395 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SWX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$934M1
2FMR LLC$449M1
3Corvex Management LP$375M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$335M1
5VANGUARD CAPITAL MANAGEMENT LLC$261M1
6STATE STREET CORP$210M1
7MAVERICK CAPITAL LTD$185M1
8ADAGE CAPITAL PARTNERS GP, L.L.C.$128M1
9AQR CAPITAL MANAGEMENT LLC$101M1
10Channing Capital Management, LLC$96.2M1
11PRINCIPAL FINANCIAL GROUP INC$93.1M1
12DIMENSIONAL FUND ADVISORS LP$91.7M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$72.5M1
14FULLER & THALER ASSET MANAGEMENT, INC.$72.1M1
15NORTHERN TRUST CORP$69.0M1
16NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$66.1M1
17MORGAN STANLEY$58.3M1
18Zimmer Partners, LP$52.7M1
19BALYASNY ASSET MANAGEMENT L.P.$49.2M1
20Point72 Asset Management, L.P.$44.7M1
21Nuveen, LLC$42.7M1
22FIRST TRUST ADVISORS LP$42.6M1
23VICTORY CAPITAL MANAGEMENT INC$42.1M1
24RENAISSANCE TECHNOLOGIES LLC$39.9M1
25CITADEL ADVISORS LLC$37.9M1
26Invesco Ltd.$36.9M1
27VANGUARD FIDUCIARY TRUST CO$36.6M1
28BANK OF AMERICA CORP /DE/$34.4M1
29UBS Group AG$34.2M1
30Man Group plc$25.0M1
31JACOBS LEVY EQUITY MANAGEMENT, INC$23.6M1
32BARCLAYS PLC$21.7M1
33WELLINGTON MANAGEMENT GROUP LLP$19.8M1
34KAYNE ANDERSON CAPITAL ADVISORS LP$18.8M1
35Hudson Bay Capital Management LP$15.5M1
36CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.5M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.5M1
38Verbena Value LP$14.4M1
39BW Gestao de Investimentos Ltda.$14.4M1
40EXCHANGE TRADED CONCEPTS, LLC$14.3M1
41ALLIANCEBERNSTEIN L.P.$12.4M1
42Walleye Capital LLC$11.5M1
43PRUDENTIAL FINANCIAL INC$11.2M1
44Sourcerock Group LLC$11.2M1
45HSBC HOLDINGS PLC$11.1M1
46Swiss National Bank$10.5M1
47D. E. Shaw & Co., Inc.$9.8M1
48Ensign Peak Advisors, Inc$8.2M1
49SEI INVESTMENTS CO$8.1M1
50DEUTSCHE BANK AG\$8.0M1
51Legal & General Group Plc$7.9M1
52DUFF & PHELPS INVESTMENT MANAGEMENT CO$7.4M1
53MOODY ALDRICH PARTNERS LLC$7.3M1
54RAYMOND JAMES FINANCIAL INC$6.9M1
55Retirement Systems of Alabama$6.8M1
56WELLS FARGO & COMPANY/MN$6.3M1
57FIFTH THIRD BANCORP$5.9M1
58FRANKLIN RESOURCES INC$5.6M1
59STATE OF WISCONSIN INVESTMENT BOARD$5.5M1
60MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
61Aventail Capital Group, LP$5.0M1
62Maryland State Retirement & Pension System$5.0M1
63BOOTHBAY FUND MANAGEMENT, LLC$5.0M1
64ROYAL BANK OF CANADA$5.0M1
65MILLENNIUM MANAGEMENT LLC$4.9M1
66MASSACHUSETTS FINANCIAL SERVICES CO /MA/$4.5M1
67Edgestream Partners, L.P.$4.4M1
68AMERICAN CENTURY COMPANIES INC$4.2M1
69VANGUARD ASSET MANAGEMENT, Ltd$4.2M1
70ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.8M1
71MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.4M1
72Brevan Howard Capital Management LP$3.4M1
73Allianz Asset Management GmbH$3.4M1
74NEXPOINT ASSET MANAGEMENT, L.P.$3.4M1
75SummitTX Capital, L.P.$3.3M1
76Quantinno Capital Management LP$3.3M1
77HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.3M1
78IEQ CAPITAL, LLC$3.0M1
79Mariner, LLC$2.8M1
80Pathstone Holdings, LLC$2.8M1
81Cerity Partners LLC$2.8M1
82Vanguard Personalized Indexing Management, LLC$2.8M1
83ICON ADVISERS INC/CO$2.6M1
84Magnetar Financial LLC$2.4M1
85Janus Henderson Group Ltd.$2.3M1
86Trexquant Investment LP$2.3M1
87Corient Private Wealth LLC$2.3M1
88SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
89State of New Jersey Common Pension Fund D$2.2M1
90Vanguard Global Advisers, LLC$2.2M1
91BANK OF MONTREAL /CAN/$2.2M1
92Creative Planning$2.2M1
93VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.2M1
94MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
95Weiss Asset Management LP$2.1M1
96CITIGROUP INC$2.1M1
97INTECH INVESTMENT MANAGEMENT LLC$2.0M1
98Zurcher Kantonalbank (Zurich Cantonalbank)$2.0M1
99ENVESTNET ASSET MANAGEMENT INC$1.9M1
100O'Keefe Stevens Advisory, Inc.$1.9M1
101Universal- Beteiligungs- und Servicegesellschaft mbH$1.8M1
102LPL Financial LLC$1.7M1
103MERCER GLOBAL ADVISORS INC /ADV$1.7M1
104Covalis Capital LLP$1.6M1
105D.A. DAVIDSON & CO.$1.6M1
106ProShare Advisors LLC$1.6M1
107Holocene Advisors, LP$1.5M1
108Ameritas Investment Partners, Inc.$1.5M1
109Arizona State Retirement System$1.5M1
110STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.4M1
111COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
112Cetera Investment Advisers$1.4M1
113CWM, LLC$1.4M1
114Freestone Grove Partners LP$1.3M1
115Vanguard Investments Australia, Ltd.$1.3M1
116STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
117Federation des caisses Desjardins du Quebec$1.3M1
118OCCUDO QUANTITATIVE STRATEGIES LP$1.3M1
119JANE STREET GROUP, LLC$1.3M1
120NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
121STIFEL FINANCIAL CORP$1.2M1
122ALPS ADVISORS INC$1.2M1
123OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
124Elo Mutual Pension Insurance Co$1.1M1
125Squarepoint Ops LLC$1.1M1
126XTX Topco Ltd$1.0M1
127WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$998K1
128Lighthouse Investment Partners, LLC$996K1
129Illinois Municipal Retirement Fund$988K1
130SIERRA SUMMIT ADVISORS LLC$986K1
131MML INVESTORS SERVICES, LLC$983K1
132VOYA INVESTMENT MANAGEMENT LLC$972K1
133FIRST CITIZENS BANK & TRUST CO$966K1
134Pictet Asset Management Holding SA$964K1
135Envestnet Portfolio Solutions, Inc.$957K1
136US BANCORP \DE\$951K1
137HighTower Advisors, LLC$909K1
138Mitsubishi UFJ Trust & Banking Corp$887K1
139Daiwa Securities Group Inc.$880K1
140XPONANCE LLC$826K1
141EntryPoint Capital, LLC$774K1
142Engineers Gate Manager LP$759K1
143Central Pacific Bank - Trust Division$747K1
144Massachusetts Wealth Management$716K1
145ExodusPoint Capital Management, LP$637K1
146O'SHAUGHNESSY ASSET MANAGEMENT, LLC$614K1
147Amundi$583K1
148CIBC Bancorp USA Inc.$551K1
149MEEDER ASSET MANAGEMENT INC$548K1
150Sequoia Financial Advisors, LLC$540K1
151iSAM Funds (UK) Ltd$539K1
152FEDERATED HERMES, INC.$536K1
153Baker Ellis Asset Management LLC$521K1
154Inspire Investing, LLC$519K1
155Swiss Life Asset Management Ltd$518K1
156Atria Investments, Inc$512K1
157LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$508K1
158AXQ CAPITAL, LP$504K1
159Gallagher Fiduciary Advisors, LLC$499K1
160Sivia Capital Partners, LLC$496K1
161COLDSTREAM CAPITAL MANAGEMENT INC$472K1
162MQS Management LLC$471K1
163QUADRANT CAPITAL GROUP LLC$459K1
164Centiva Capital, LP$447K1
165BROWN ADVISORY INC$438K1
166Focus Partners Wealth$427K1
167Buckley Wealth Management, LLC$426K1
168Integrated Advisors Network LLC$424K1
169Allspring Global Investments Holdings, LLC$422K1
170111 Capital$419K1
171SECURIAN ASSET MANAGEMENT, INC$411K1
172TI-TRUST, INC$401K1
173COMMONWEALTH EQUITY SERVICES, LLC$395K1
174Private Advisor Group, LLC$385K1
175AE Wealth Management LLC$378K1
176Tower Research Capital LLC (TRC)$373K1
177Summit Financial, LLC$369K1
178SIGNET FINANCIAL MANAGEMENT, LLC$363K1
179FIRST MANHATTAN CO. LLC.$356K1
180BTC Capital Management, Inc.$353K1
181Crossmark Global Holdings, Inc.$348K1
182M&T BANK CORP$330K1
183Empowered Funds, LLC$327K1
184Rockefeller Capital Management L.P.$321K1
185Polymer Capital Management (US) LLC$311K1
186Orion Porfolio Solutions, LLC$304K1
187Clear Creek Financial Management, LLC$303K1
188NewEdge Advisors, LLC$294K1
189Moran Wealth Management, LLC$288K1
190AIGEN INVESTMENT MANAGEMENT, LP$285K1
191Tidal Investments LLC$283K1
192RFG Advisory, LLC$279K1
193MIRABELLA FINANCIAL SERVICES LLP$279K1
194ASSETMARK, INC$267K1
195Laird Norton Wetherby Trust Company, LLC$255K1
196Jacobsen Capital Management$252K1
197Optas, LLC$246K1
198Financiere des Professionnels - Fonds d'investissement inc.$239K1
199Schonfeld Strategic Advisors LLC$238K1
200CENTRAL VALLEY ADVISORS, LLC$232K1
201&PARTNERS$231K1
202TWO SIGMA INVESTMENTS, LP$226K1
203Bridgefront Capital, LLC$222K1
204Belpointe Asset Management LLC$219K1
205PROFUND ADVISORS LLC$209K1
206Odyssean, LLC$208K1
207Emerald Advisors, LLC$206K1
208Merit Financial Group, LLC$206K1
209CHOREO, LLC$206K1
210Kingsview Wealth Management, LLC$204K1
211Vident Advisory, LLC$204K1
212MAI Capital Management$190K1
213OSAIC HOLDINGS, INC.$189K1
214Allworth Financial LP$186K1
215New Age Alpha Advisors, LLC$177K1
216Quarry LP$174K1
217Cassaday & Co Wealth Management LLC$163K1
218State of Wyoming$144K1
219BNP Paribas Asset Management Holding S.A.$143K1
220SIGNATUREFD, LLC$132K1
221Trifecta Capital Advisors, LLC$86.9K1
222NOMURA ASSET MANAGEMENT CO LTD$62.6K1
223EVERMAY WEALTH MANAGEMENT LLC$46.3K1
224Kemnay Advisory Services Inc.$44.8K1
225Blue Trust, Inc.$41.2K1
226Parkside Financial Bank & Trust$41.0K1
227Glass Jacobson Investment Advisors llc$26.1K1
228Optiver Holding B.V.$25.3K1
229Bell Investment Advisors, Inc$24.9K1
230Sunrise Financial Services, LLC$24.9K1
231INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$24.5K1
232Key FInancial Inc$24.2K1
233UMB Bank, n.a.$23.2K1
234BLUELINE ADVISORS LLC$22.1K1
235First Pacific Financial$21.7K1
236Caitlin John, LLC$21.0K1
237Arax Advisory Partners$20.4K1
238BEACON INVESTMENT ADVISORY SERVICES, INC.$20.2K1
239Steward Partners Investment Advisory, LLC$20.1K1
240ALGERT GLOBAL LLC$18.3K1
241ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$17.4K1
242HOEY INVESTMENTS, INC$17.4K1
243Manchester Capital Management LLC$16.9K1
244Mitsubishi UFJ Asset Management Co., Ltd.$15.6K1
245Clearstead Trust, LLC$14.7K1
246True Wealth Design, LLC$12.9K1
247EASTERN BANK$11.3K1
248Eurizon Capital SGR S.p.A.$10.4K1
249SJS Investment Consulting Inc.$9.9K1
250FINANCIAL CONSULATE, INC$9.2K1
251Pinnacle Wealth Planning Services, Inc.$8.9K1
252NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.6K1
253CANADA LIFE ASSURANCE Co$7.6K1
254Larson Financial Group LLC$7.1K1
255CVA Family Office, LLC$6.0K1
256Smartleaf Asset Management LLC$5.9K1
257Signature Equity Partners, LLC$4.7K1
258DELTA ASSET MANAGEMENT LLC/TN$4.3K1
259Triumph Capital Management$4.3K1
260JFS WEALTH ADVISORS, LLC$4.1K1
261Private Wealth Management Group, LLC$2.5K1
262Rialto Wealth Management, LLC$1.7K1
263Transamerica Financial Advisors, LLC$1.4K1
264Clearstead Advisors, LLC$1.3K1
265THRIVENT FINANCIAL FOR LUTHERANS$1.3K1
266Addison Advisors LLC$1.1K1
267DiNuzzo Private Wealth, Inc.$1.0K1
268State of Alaska, Department of Revenue$7721
269GSA CAPITAL PARTNERS LLP$6171
270Physician Wealth Advisors, Inc.$5221
271ACADIAN ASSET MANAGEMENT LLC$5051
272Wall Street Financial Group, Inc.$4351
273Vermillion Wealth Management, Inc.$3481
274Activest Wealth Management$3481
275Kilter Group LLC$3481
276HFM Investment Advisors, LLC$3481
277KBC Group NV$1751
278GHP Investment Advisors, Inc.$1741
279Center for Financial Planning, Inc.$871
280American Capital Advisory, LLC$871
281Capital Advisors, Ltd. LLC$41
282JENNISON ASSOCIATES LLC— value not disclosed1
283VANGUARD GROUP INC— value not disclosed1
284GLENMEDE TRUST CO NA— value not disclosed1
285HARBOUR INVESTMENTS, INC.— value not disclosed1
286JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
287COMERICA BANK— value not disclosed1
288MACKENZIE FINANCIAL CORP— value not disclosed1
289ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
290TORONTO DOMINION BANK— value not disclosed1
291CIBC WORLD MARKETS CORP— value not disclosed1
292ZACKS INVESTMENT MANAGEMENT— value not disclosed1
293JUPITER ASSET MANAGEMENT LTD— value not disclosed1
294CIBC Private Wealth Group LLC— value not disclosed1
295NORGES BANK— value not disclosed1
296CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
297Verition Fund Management LLC— value not disclosed1
298HRT FINANCIAL LP— value not disclosed1
299Dynamic Technology Lab Private Ltd— value not disclosed1
300Camelot Portfolios, LLC— value not disclosed1
301Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
302Hartree Partners, LP— value not disclosed1
30313D Management LLC— value not disclosed1
304ARMISTICE CAPITAL, LLC— value not disclosed1
305TTP Investments, Inc.— value not disclosed1
306Qube Research & Technologies Ltd— value not disclosed1
307Global Retirement Partners, LLC— value not disclosed1
308Farringdon Capital, Ltd.— value not disclosed1
309Y-Intercept (Hong Kong) Ltd— value not disclosed1
310Kestra Advisory Services, LLC— value not disclosed1
311AlphaQuest LLC— value not disclosed1
312Greenland Capital Management LP— value not disclosed1
313SageView Advisory Group, LLC— value not disclosed1
314Dunhill Financial, LLC— value not disclosed1
315Kingdom Financial Group LLC.— value not disclosed1
316Caitong International Asset Management Co., Ltd— value not disclosed1
317ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
318Abel Hall, LLC— value not disclosed1
319Jain Global LLC— value not disclosed1
320Fieldview Capital Management, LLC— value not disclosed1
321Bayforest Capital Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 281 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SWX

RETAINED WINDOW · ACTIVE HITS

Zero hits on SWX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SWX · financials and macro

Financials — as filed PLANNED

SWX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SWX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing