Southwest Gas Holdings, Inc.· SWX

🇺🇸 US · MidSP400NYSE

UtilitiesRegulated GasWebsite

Price: $89.05
Day: -0.80%
Mkt Cap: $6.44B
52W Range: $75.75 – $94.47
Volume: 436.7K
Beta: 0.57

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Southwest Gas Holdings, Inc.

SWX|Utilities|Regulated Gas

Current price: $89

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$245.5K

Net share flow-3.0K

Purchases0 ($0)

Sales1 ($245.5K)

Top Notable Transactions

Insider

Type

Value

Date

ICAHN CARL C

Sale

$156.7M

Mar 24

ICAHN CARL C

Purchase

$140.3M

Mar 10

ICAHN CARL C

Sale

$116.9M

Sep 25

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership90.3%

13F share flow+5.8%

Investors holding397

+333 adding-141 reducing

244

New 89Inc 244Red 95Closed 46

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$933.9M

+4.6%

FMR LLC

$448.6M

-8.6%

CORVEX MANAGEMENT LP

$375.2M

-14.1%

STATE STREET CORP

$210.4M

+3.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting174

Total shares held15.4M

Share flow-23.8%

45 buying36 selling

Buying 45Unchanged 93Selling 36

Top Fund Holders

Fund

Weight

Change

FIDELITY CONCORD STREET TRUST

550.6K

0.20%

+425

SCHWAB STRATEGIC TRUST

537.3K

0.17%

-78.9K

FIDELITY ADVISOR SERIES I

390.0K

0.21%

+243.9K

AB TRUST

336.9K

39.50%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SWX Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+36

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for SWX

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q1 2026

1 sale totaling $245.5K (3.0K shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 1 of 7 quarters

Notable Recent Transactions, SWX

Top 8 highest-value recent insider trades

ICAHN CARL C

Insider

Sell

2,100,000 shares at $74.60

Mar 24, 2025$156.66M

ICAHN CARL C

Insider

Buy

2,332,835 shares at $60.12

Mar 10, 2023$140.25M

ICAHN CARL C

Insider

Sell

1,500,000 shares at $77.91

Sep 25, 2025$116.86M

ICAHN CARL C

Insider

Sell

1,390,000 shares at $76.74

Nov 19, 2024$106.67M

ICAHN CARL C

Insider

Buy

407,466 shares at $60.11

Mar 23, 2023$24.49M

ICAHN CARL C

Insider

Buy

300,000 shares at $59.00

Mar 10, 2023$17.70M

ICAHN CARL C

Insider

Buy

252,376 shares at $60.15

Mar 24, 2023$15.18M

ICAHN CARL C

Insider

Buy

238,785 shares at $59.89

Mar 13, 2023$14.30M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for SWX

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

90.3% institutional ownership

Strong accumulation: 333 institutions adding vs 141 reducing positions

13F shares decreased by 2.2%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+77 growing-305 shrinkingNet: -228

275

New (17)

Increased (60)

Reduced (30)

Closed (275)

Top Institutional Holders, SWX

Largest 8 institutional positions by ownership percentage as of Q2 2026

CHANNING CAPITAL MANAGEMENT, LLC

1.1M

$95.3M

Ownership

1.48%

-2.9%

PRINCIPAL FINANCIAL GROUP INC

985.9K

$87.4M

Ownership

1.36%

-8.0%

RIVER ROAD ASSET MANAGEMENT, LLC

865.2K

$76.7M

Ownership

1.19%

-4.3%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

424.7K

$37.7M

Ownership

0.59%

+713.2%

NEW YORK STATE COMMON RETIREMENT FUND

265.8K

$23.6M

Ownership

0.37%

+1.7%

DUFF & PHELPS INVESTMENT MANAGEMENT CO

141.6K

$12.6M

Ownership

0.20%

+65.9%

EXCHANGE TRADED CONCEPTS, LLC

132.9K

$11.8M

Ownership

0.18%

-19.4%

WALLEYE CAPITAL LLC

99.7K

$8.8M

Ownership

0.14%

-24.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 174 ETFs and mutual funds reporting

45 buying36 sellingNet: +9

Buying (45)

Unchanged (93)

Selling (36)

Bullish Signal

Funds accumulating in Q2 2026

174 ETFs and mutual funds reporting

45 buying vs 36 selling (balanced)

Top Fund Holders, SWX

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY CONCORD STREET TRUST

550.6K

Weight

0.20%

Increased

SCHWAB STRATEGIC TRUST

537.3K

Weight

0.17%

Decreased

FIDELITY ADVISOR SERIES I

390.0K

Weight

0.21%

Increased

AB TRUST

336.9K

Weight

39.50%

No change

MFS SERIES TRUST I

319.8K

Weight

1.44%

No change

NEUBERGER BERMAN EQUITY FUNDS

300.9K

Weight

1.82%

Increased

MFS SERIES TRUST XIII

272.0K

Weight

0.16%

Increased

Fidelity Rutland Square Trust II

212.8K

Weight

0.02%

Increased

Southwest Gas Holdings, Inc.· SWX

Holdings Analysis

Insider Trading Activity

1.3Transaction History38Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings92Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History38Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings92Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights