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Southwest Gas Holdings, Inc.

SWX Utilities
$88.28 +$0.27 (0.31%)
Market Cap: $6.38 B
Gurus Holding
5
Popularity Rank
#2052
% of Shares Held
13.32%
Net Activity (Q4 2025)
+$16.47 M

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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $849.66 M.

Top institutional holders include Carl Icahn and Lee Ainslie.

Notably, Carl Icahn has expressed high conviction in this stock, allocating 5.72% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $16.47 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 50.1%. Conversely, Renaissance Technologies reduced exposure by 41.6%.

Key Holders

Top 5 by Value

$482.73 M
$163.89 M
$65.56 M
$48.35 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$23.69 M
Total Buy Value
New Buys 0
Additions 2
-$7.23 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Southwest Gas Holdings, Inc. (SWX)

Major holders include Carl Icahn ($482.73 M), Lee Ainslie ($163.89 M), Mario Gabelli ($65.56 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 9.62 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.47 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited SWX. The total reported sell value was $7.23 M.

Yes, 0 managers opened new positions in SWX, and 2 increased their existing holdings. The total reported buy value was $23.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.72% 6,032,604 $482.73 M Q4 2025
1.76% Add 4.8% 2,048,053 $163.89 M Q4 2025
0.63% Reduce -0.5% 819,286 $65.56 M Q4 2025
0.03% Add 50.1% 604,268 $48.35 M Q4 2025
0.01% Reduce -41.6% 120,400 $9.63 M Q4 2025
Date
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Transaction
Value
Shares
Position / Chg
SEC Form