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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Michael Guest · $1.0K–$15.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-23Michael Guest R–MS-3Purchase · SP (spouse-owned)Traded 08-07 +16d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-01 LATE·47d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
283VANGUARD GROUP INC$01
284GLENMEDE TRUST CO NA$01
285HARBOUR INVESTMENTS, INC.$01
286JOHNSON INVESTMENT COUNSEL INC$01
287COMERICA BANK$01
288MACKENZIE FINANCIAL CORP$01
289ONTARIO TEACHERS PENSION PLAN BOARD$01
290TORONTO DOMINION BANK$01
291CIBC WORLD MARKETS CORP$01
292ZACKS INVESTMENT MANAGEMENT$01
293JUPITER ASSET MANAGEMENT LTD$01
294CIBC Private Wealth Group LLC$01
295NORGES BANK$01
296CAPSTONE INVESTMENT ADVISORS, LLC$01
297Verition Fund Management LLC$01
298HRT FINANCIAL LP$01
299Dynamic Technology Lab Private Ltd$01
300Camelot Portfolios, LLC$01
301Connor, Clark & Lunn Investment Management Ltd.$01
302Hartree Partners, LP$01
30313D Management LLC$01
304ARMISTICE CAPITAL, LLC$01
305TTP Investments, Inc.$01
306Qube Research & Technologies Ltd$01
307Global Retirement Partners, LLC$01
308Farringdon Capital, Ltd.$01
309Y-Intercept (Hong Kong) Ltd$01
310Kestra Advisory Services, LLC$01
311AlphaQuest LLC$01
312Greenland Capital Management LP$01
313SageView Advisory Group, LLC$01
314Dunhill Financial, LLC$01
315Kingdom Financial Group LLC.$01
316Caitong International Asset Management Co., Ltd$01
317ELEVATION WEALTH PARTNERS, LLC$01
318Abel Hall, LLC$01
319Jain Global LLC$01
320Fieldview Capital Management, LLC$01
321Bayforest Capital Ltd$01
Truncated by Public Filings. The published aggregate ranks the top 321 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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