SWX — Southwest Gas Hldgs Inc Com Institutional Holders · Q3 2026
Who owns Southwest Gas Hldgs Inc Com (SWX)? 10 institutions reported holding $6.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ausbil Investment Management Ltd ($3.2M), O'Keefe Stevens Advisory, Inc. ($2.1M), Central Pacific Bank - Trust Division ($701,244).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ausbil Investment Management Ltd | $3.2M | 39,709 | Hold |
| 2 | O'Keefe Stevens Advisory, Inc. | $2.1M | 25,394 | Added |
| 3 | Central Pacific Bank - Trust Division | $701,244 | 8,600 | Hold |
| 4 | Farther Finance Advisors, LLC | $264,516 | 3,244 | Trimmed |
| 5 | Legacy Wealth Asset Management, LLC | $252,774 | 3,100 | New |
| 6 | Versant Capital Management, Inc | $212,004 | 2,600 | Added |
| 7 | GAMMA Investing LLC | $164,303 | 2,015 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $897 | 11 | Trimmed |
| 9 | Planning Strategies Inc. | $245 | 3 | Hold |
| 10 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30