As of the latest SEC filings, Southwest Gas Holdings, Inc. (SWX) is held by 423 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $188,406,673.40 in market value, representing 0.01% of its portfolio.
Funds holding Southwest Gas Holdings, Inc. (SWX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SWX
- CIK:
- 0001692115
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $188,406,673.40 | 2,168,086 | Mar 31, 2026 | May 28, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $184,839,776.00 | 2,127,040 | Mar 31, 2026 | May 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.20% | $145,338,338.20 | 1,672,478 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $137,060,244.20 | 1,577,218 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 0.52% | $118,015,256.70 | 1,254,814 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.14% | $87,275,321.10 | 1,004,319 | Mar 31, 2026 | May 28, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 1.45% | $74,155,885.65 | 788,473 | Apr 30, 2026 | Jun 26, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.94% | $64,803,365.55 | 689,031 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.20% | $63,929,547.00 | 679,740 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $62,363,350.50 | 717,645 | Mar 31, 2026 | May 28, 2026 |
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 0.76% | $60,951,660.00 | 701,400 | Mar 31, 2026 | May 26, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 0.68% | $58,574,945.00 | 674,050 | Mar 31, 2026 | May 29, 2026 |
|
GAUAX
The Gabelli Utilities Fund
|
MF | GAMCO / Gabelli | 2.96% | $52,487,600.00 | 604,000 | Mar 31, 2026 | Jun 1, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 1.03% | $51,756,937.65 | 550,313 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.41% | $51,420,294.20 | 591,718 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.52% | $48,041,100.80 | 552,832 | Mar 31, 2026 | May 28, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.21% | $44,033,420.55 | 499,415 | Feb 27, 2026 | Apr 23, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.17% | $42,078,370.40 | 484,216 | Mar 31, 2026 | Jun 1, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.33% | $36,713,723.49 | 416,397 | Feb 28, 2026 | Apr 28, 2026 |
|
PSBMX
SmallCap Fund
|
MF | Independent / Boutique | 1.67% | $35,052,435.00 | 372,700 | Apr 30, 2026 | Jun 25, 2026 |
|
FVD
First Trust Value Line Dividend Index Fund
|
ETF | First Trust | 0.42% | $34,327,064.20 | 395,018 | Mar 31, 2026 | May 28, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.87% | $33,977,900.00 | 391,000 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.07% | $29,542,504.71 | 335,063 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.36% | $28,396,921.30 | 326,777 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.19% | $28,299,043.20 | 320,960 | Feb 28, 2026 | Apr 28, 2026 |
Advertisement (320x50)