Guru Ownership Trend
Guru Analysis for Southwest Gas Holdings, Inc. (SWX)
Southwest Gas Holdings, Inc. (SWX), a key player in the Utilities sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $765.89 M.
Top institutional holders include Carl Icahn and Lee Ainslie.
Notably, Carl Icahn has expressed high conviction in this stock, allocating 5.17% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $127.31 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 115.3%. Conversely, Carl Icahn reduced exposure by 19.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 5.17% | Reduce -19.9% | 6,032,604 | $472.59 M | Q3 2025 | |
| 2.05% | Reduce -2.0% | 1,953,518 | $153.04 M | Q3 2025 | |
| 0.63% | Reduce -4.3% | 823,693 | $64.53 M | Q3 2025 | |
| 0.02% | Reduce -0.5% | 402,708 | $31.55 M | Q3 2025 | |
| 0.02% | Add 115.3% | 206,300 | $16.16 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Southwest Gas Holdings, Inc. (SWX)
Top Guru holders include Carl Icahn ($472.59 M), Lee Ainslie ($153.04 M), Mario Gabelli ($64.53 M). Collectively, tracked Gurus hold 9.42 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $127.31 M, with 1 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of SWX completely. Total sell value was $135.97 M.
Yes, 0 Gurus opened new positions in SWX, and 1 added to their existing holdings. Total buy value was $8.66 M.