Southwest Gas Ownership | Who Owns Southwest Gas?
Southwest Gas Ownership Summary
Southwest Gas is owned by 92.83% institutional investors, 0.50% insiders, and 6.67% retail investors. Icahn carl c is the largest institutional shareholder, holding 15.37% of SWX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.69% of its assets in Southwest Gas shares.
SWX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southwest Gas | 92.83% | 0.50% | 6.67% |
| Sector | Utilities Stocks | 58.57% | 6.53% | 34.90% |
| Industry | Regulated Gas Stocks List | 76.18% | 5.66% | 18.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Icahn carl c | 11.02M | 15.37% | $775.77M |
| Blackrock | 8.89M | 12.40% | $625.79M |
| Vanguard group | 7.12M | 9.93% | $501.34M |
| Corvex management lp | 4.77M | 6.65% | $335.65M |
| Fmr | 4.65M | 6.48% | $327.04M |
| State street | 2.23M | 3.12% | $157.27M |
| Fuller & thaler asset management | 1.54M | 2.14% | $108.06M |
| Maverick capital | 1.49M | 2.08% | $104.81M |
| Geode capital management | 1.43M | 1.99% | $100.72M |
| Channing capital management | 1.19M | 1.66% | $83.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Corvex management lp | 4.77M | 15.51% | $335.65M |
| Icahn carl c | 11.02M | 7.15% | $775.77M |
| 13d management | 131.63K | 6.76% | $9.26M |
| Sasco capital inc / ct/ | 443.39K | 4.40% | $31.21M |
| Longfellow investment management | 171.00K | 3.02% | $12.03M |
| Channing capital management | 1.19M | 2.30% | $83.89M |
| Systematic portfolios | 4.37K | 2.14% | $307.49K |
| Maverick capital | 1.49M | 1.99% | $104.81M |
| Moody aldrich partners | 117.35K | 1.61% | $8.26M |
| River road asset management | 1.17M | 1.18% | $82.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 4.65M | 0.02% | 1.59M |
| Norges bank | 627.50K | 0.01% | 627.50K |
| Nuveen asset management | 323.80K | 0.01% | 149.62K |
| Jane street group | 145.55K | 0.00% | 122.97K |
| Ontario teachers pension plan board | 112.39K | 0.07% | 112.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Carronade capital management, lp | - | - | -498.69K |
| Fuller & thaler asset management | 1.54M | 0.46% | -336.60K |
| First trust advisors lp | 661.53K | 0.05% | -223.66K |
| Adage capital partners gp | 800.00K | 0.10% | -200.00K |
| Goldman sachs group | 376.19K | 0.00% | -190.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 627.50K | 0.01% | 627.50K | $44.16M |
| Ontario teachers pension plan board | 112.39K | 0.07% | 112.39K | $7.91M |
| Corebridge financial | 108.46K | 0.04% | 108.46K | $7.63M |
| Trexquant investment lp | 73.32K | 0.08% | 73.32K | $5.16M |
| Lazard asset management | 57.19K | 0.01% | 57.19K | $4.02M |
Sold Out
| Holder | Change |
|---|---|
| Group one trading | -1.00 |
| Northwestern mutual wealth management | -5.00 |
| C m bidwell & associates | -5.00 |
| Sandy spring bank | -25.00 |
| Systm wealth solutions | -1.26K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 285 | -0.70% | 66,585,236 | 1.00% | 92 | 1.10% | 136 | 12.40% | 98 | -15.52% |
| Mar 31, 2024 | 287 | 2.14% | 65,923,249 | -0.66% | 91 | 1.07% | 121 | -6.20% | 116 | 9.43% |
| Dec 31, 2023 | 281 | -0.71% | 66,360,347 | 2.68% | 92 | 1.14% | 129 | 20.56% | 106 | -11.67% |
| Sep 30, 2023 | 283 | 2.91% | 64,625,937 | -2.00% | 90 | 1.06% | 107 | -23.57% | 120 | 27.66% |
| Jun 30, 2023 | 275 | -2.83% | 65,944,390 | 0.65% | 92 | 1.00% | 140 | -12.50% | 94 | 16.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.93M | 2.69% | -214.23K |
| iShares Core S&P Mid-Cap ETF | 1.90M | 2.64% | 1.02K |
| iShares Russell 2000 ETF | 1.58M | 2.20% | -3.54K |
| Vanguard Small Cap Index | 1.52M | 2.12% | -197.52K |
| FullerThaler Behavioral Small-Cap Value | 1.30M | 1.82% | -66.27K |
| Undiscovered Managers Behavioral Val L | 1.24M | 1.72% | - |
| iShares Select Dividend ETF | 1.15M | 1.60% | -385.00 |
| Vanguard Small Cap Value Index Inv | 1.03M | 1.44% | -122.99K |
| Vanguard Institutional Extnd Mkt Idx Tr | 902.19K | 1.26% | -16.28K |
| Gabelli Utilities AAA | 770.00K | 1.07% | -43.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 26, 2024 | Stefani Robert J | SVP/Chief Financial Officer | Sell | $56.10K |
| Aug 27, 2024 | Stefani Robert J | SVP/Chief Financial Officer | Sell | $742.55K |
| May 13, 2024 | Brown Justin L | President/Southwest Gas Corp. | Sell | $200.81K |
| Dec 27, 2023 | Daily Paul M | CEO/Centuri Group, Inc. | Sell | $63.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q3 | 8 | - |
SWX Ownership FAQ
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