Filing Research | SWX - Southwest Gas Holdings, Inc. Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	865.2KSH	$76.7M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	132.9KSH	$11.8M
3	HENNESSY ADVISORS INC	Shares	90.4KSH	$8.0M
4	MOODY ALDRICH PARTNERS LLC	Shares	66.3KSH	$5.9M
5	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	54.8KSH	$4.9M
6	Ausbil Investment Management Ltd	Shares	39.7KSH	$3.5M
7	Y-Intercept (Hong Kong) Ltd	Shares	29.7KSH	$2.6M
8	O'Keefe Stevens Advisory, Inc.	Shares	22.6KSH	$2.0M
9	Police & Firemen's Retirement System of New Jersey	Shares	21.8KSH	$1.9M
10	Louisiana State Employees Retirement System	Shares	18.8KSH	$1.7M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.4KSH	$1.6M
12	D.A. DAVIDSON & CO.	Shares	17.6KSH	$1.6M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	15.4KSH	$1.4M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.1KSH	$1.3M
15	FIRST CITIZENS BANK & TRUST CO	Shares	10.9KSH	$967.3K
16	Envestnet Portfolio Solutions, Inc.	Shares	10.8KSH	$960.6K
17	Sivia Capital Partners, LLC	Shares	10.7KSH	$946.3K
18	Central Pacific Bank - Trust Division	Shares	8.6KSH	$762.6K
19	Sequoia Financial Advisors, LLC	Shares	7.7KSH	$681.5K
20	Baker Ellis Asset Management LLC	Shares	6.0KSH	$532.1K
21	Crossmark Global Holdings, Inc.	Shares	5.9KSH	$527.6K
22	LANARK FINANCIAL, INC.	Shares	5.6KSH	$500.2K
23	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	5.4KSH	$478.9K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	4.7KSH	$435.9K
25	TI-TRUST, INC	Shares	4.6KSH	$409.3K
26	BTC Capital Management, Inc.	Shares	4.1KSH	$367.2K
27	Farther Finance Advisors, LLC	Shares	3.5KSH	$311.2K
28	Foster Group, Inc.	Shares	3.0KSH	$269.0K
29	Merit Financial Group, LLC	Shares	3.0KSH	$267.3K
30	Optas, LLC	Shares	2.8KSH	$251.1K
31	CENTRAL VALLEY ADVISORS, LLC	Shares	2.7KSH	$237.3K
32	Fifth Third Wealth Advisors LLC	Shares	2.4KSH	$210.2K
33	Emerald Advisors, LLC	Shares	2.4KSH	$208.4K
34	QRG CAPITAL MANAGEMENT, INC.	Shares	2.3KSH	$205.9K
35	Abel Hall, LLC	Shares	2.3KSH	$201.0K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	2.1KSH	$189.2K
37	Versant Capital Management, Inc	Shares	2.0KSH	$180.8K
38	GAMMA Investing LLC	Shares	2.0KSH	$173.8K
39	SIGNATUREFD, LLC	Shares	1.6KSH	$138.8K
40	IFP Advisors, Inc	Shares	1.2KSH	$107.5K
41	EverSource Wealth Advisors, LLC	Shares	729SH	$64.6K
42	AdvisorNet Financial, Inc	Shares	700SH	$62.1K
43	Blue Trust, Inc.	Shares	453SH	$40.2K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	432SH	$38.2K
45	Bravera Wealth	Shares	397SH	$35.2K
46	Key FInancial Inc	Shares	279SH	$24.7K
47	ST GERMAIN D J CO INC	Shares	276SH	$24.5K
48	First Pacific Financial	Shares	250SH	$22.2K
49	SJS Investment Consulting Inc.	Shares	239SH	$21.2K
50	True Wealth Design, LLC	Shares	191SH	$16.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 85 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+29.7K	+$2.6M	$2.6M
2	Sivia Capital Partners, LLC added	Shares	+5.0K	+$450.1K	$946.3K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+3.3K	+$321.5K	$1.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$288.0K	$1.3M
5	Foster Group, Inc. new	Shares	+3.0K	+$269.0K	$269.0K
6	Fifth Third Wealth Advisors LLC new	Shares	+2.4K	+$210.2K	$210.2K
7	QRG CAPITAL MANAGEMENT, INC. new	Shares	+2.3K	+$205.9K	$205.9K
8	Abel Hall, LLC new	Shares	+2.3K	+$201.0K	$201.0K
9	Crossmark Global Holdings, Inc. added	Shares	+1.9K	+$180.0K	$527.6K
10	HENNESSY ADVISORS INC unchanged	Shares	0	+$160.9K	$8.0M
11	Sequoia Financial Advisors, LLC added	Shares	+1.5K	+$141.2K	$681.5K
12	O'Keefe Stevens Advisory, Inc. added	Shares	+582	+$90.8K	$2.0M
13	IFP Advisors, Inc added	Shares	+702	+$63.2K	$107.5K
14	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+600	+$61.8K	$478.9K
15	Merit Financial Group, LLC added	Shares	+645	+$61.4K	$267.3K
16	Louisiana State Employees Retirement System added	Shares	+200	+$50.8K	$1.7M
17	Ausbil Investment Management Ltd unchanged	Shares	0	+$39.7K	$3.5M
18	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$24.4K	$435.9K
19	GAMMA Investing LLC added	Shares	+153	+$16.8K	$173.8K
20	Central Pacific Bank - Trust Division unchanged	Shares	0	+$15.3K	$762.6K
21	BTC Capital Management, Inc. added	Shares	+77	+$14.1K	$367.2K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+152	+$13.7K	$38.2K
23	SJS Investment Consulting Inc. added	Shares	+125	+$11.3K	$21.2K
24	Baker Ellis Asset Management LLC unchanged	Shares	0	+$10.7K	$532.1K
25	TI-TRUST, INC unchanged	Shares	0	+$8.2K	$409.3K
26	LANARK FINANCIAL, INC. trimmed	Shares	-38	+$6.7K	$500.2K
27	SIGNATUREFD, LLC added	Shares	+42	+$6.4K	$138.8K
28	Optas, LLC unchanged	Shares	0	+$5.0K	$251.1K
29	CENTRAL VALLEY ADVISORS, LLC added	Shares	+2	+$4.9K	$237.3K
30	True Wealth Design, LLC added	Shares	+43	+$4.1K	$16.9K
31	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-175	+$4.1K	$960.6K
32	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+2	+$4.0K	$189.2K
33	Versant Capital Management, Inc unchanged	Shares	0	+$3.6K	$180.8K
34	Wealth Enhancement Trust Services, Inc. new	Shares	+27	+$2.4K	$2.4K
35	Emerald Advisors, LLC trimmed	Shares	-25	+$2.0K	$208.4K
36	High Note Wealth, LLC added	Shares	+18	+$1.6K	$3.4K
37	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-208	+$1.3K	$967.3K
38	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.2K	$62.1K
39	Creative Capital Management Investments LLC new	Shares	+14	+$1.2K	$1.2K
40	Bogart Wealth, LLC new	Shares	+12	+$1.1K	$1.1K
41	Corsicana & Co. unchanged	Shares	0	+$928	$4.9K
42	Bravera Wealth unchanged	Shares	0	+$707	$35.2K
43	LRI Investments, LLC added	Shares	+4	+$572	$11.2K
44	D.A. DAVIDSON & CO. trimmed	Shares	-355	+$554	$1.6M
45	Key FInancial Inc unchanged	Shares	0	+$497	$24.7K
46	First Pacific Financial unchanged	Shares	0	+$445	$22.2K
47	Hughes Financial Services, LLC added	Shares	+1	+$373	$14.3K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.3K	+$290	$4.6K
49	Fortitude Family Office, LLC added	Shares	+2	+$254	$4.0K
50	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$228	$11.4K

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