This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWX/capital-change-brief"
Use Arkolith's capital_change_brief for SWX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $933.9M | 10.7M | ▲+4.5% Added · +465K sh | Q1 2026 | |
| 2 | FMR LLC | $448.6M | 5.2M | ▼−8.6% Reduced · −488K sh | Q1 2026 | |
| 3 | Corvex Management LP | $375.2M | 4.3M | ▼−14% Reduced · −712K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $335.1M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $261.4M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $210.4M | 2.4M | ▲+3.5% Added · +81K sh | Q1 2026 | |
| 7 | MAVERICK CAPITAL LTD | $184.8M | 2.1M | ▲+3.9% Added · +79K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $148.5M | 1.7M | ▲+6.6% Added · +106K sh | Q1 2026 | |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $128.2M | 1.5M | ▼−11% Reduced · −173K sh | Q1 2026 | |
| 10 | AQR CAPITAL MANAGEMENT LLC | $101.1M | 1.2M | ▲+93% Added · +560K sh | Q1 2026 | |
| 11 | Channing Capital Management, LLC | $96.2M | 1.1M | ▲+20% Added · +185K sh | Q1 2026 | |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $93.1M | 1.1M | ▼−1.1% Reduced · −12K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $91.7M | 1.1M | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 14 | T. Rowe Price Investment Management, Inc. | Withheld | 1.0M | ▲+6.8% Added · +66K sh | Q1 2026 | |
| 15 | GABELLI FUNDS LLC | $84.0M | 966K | ▼−4.8% Reduced · −48K sh | Q1 2026 | |
| 16 | River Road Asset Management, LLC | $78.5M | 904K | ▼−2.5% Reduced · −24K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $73.5M | 846K | ▲+11% Added · +86K sh | Q1 2026 | |
| 18 | NORGES BANK | $66.9M | 836K | ▼−1.8% Reduced · −15K sh | Q4 2025 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.5M | 834K | ▼−6.5% Reduced · −58K sh | Q1 2026 | |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | $72.1M | 830K | ▼−3.6% Reduced · −31K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $69.0M | 794K | ▲+6.8% Added · +51K sh | Q1 2026 | |
| 22 | GAMCO INVESTORS, INC. ET AL | $68.0M | 783K | ▼−4.5% Reduced · −36K sh | Q1 2026 | |
| 23 | BROOKFIELD Corp /ON/ | $60.8M | 700K | ▲+107% Added · +362K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $60.4M | 696K | ▲+49% Added · +229K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $58.3M | 670K | ▲+46% Added · +212K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 7, 2026 | Carson Molly R. | Director | Grant (A) | 1K | $0 |
| May 7, 2026 | Kim Leezie | Director | Grant (A) | 1K | $0 |
| Feb 27, 2026 | Forsberg Justin S | SVP/Chief Financial Officer | Tax withholding (F) | 520 | $42K |
| Feb 27, 2026 | Gabe Randall P. | SVP/Chief Administrative OFC | Tax withholding (F) | 2K | $174K |
| Feb 27, 2026 | Brown Justin L | President/Southwest Gas Corp. | Tax withholding (F) | 3K | $281K |
| Feb 27, 2026 | Brown Justin L | President/Southwest Gas Corp. | Tax withholding (F) | 7K | $547K |
| Feb 27, 2026 | Mazzeo Catherine M | SVP/Chief Legal/Comp. Officer | Tax withholding (F) | 544 | $44K |
| Feb 27, 2026 | Williams Julie M. | SVP/Cont. Improvement and Opt. | Tax withholding (F) | 3K | $278K |
| Feb 27, 2026 | Timperley Amy L. | SVP/Chief Reg. & Public Aff. | Tax withholding (F) | 1K | $95K |
| Feb 27, 2026 | Haller Karen S | President and CEO | Tax withholding (F) | 13K | $1.0M |
| Feb 22, 2026 | Brown Justin L | President/Southwest Gas Corp. | Grant (A) | 8K | $0 |
| Feb 19, 2026 | Ruisanchez Carlos | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 125 funds | $69.3B |
| MICROSOFT CORPMSFT | 125 funds | $49.5B |
| AMAZON.COM INCAMZN | 124 funds | $38.9B |
| ELI LILLY & COLLY | 124 funds | $12.3B |
| META PLATFORMS INC-CLASS AMETA | 122 funds | $21.6B |
| COSTCO WHOLESALE CORPCOST | 122 funds | $8.3B |
| BANK OF AMERICA CORPBAC | 122 funds | $5.3B |
| BOSTON SCIENTIFIC CORPBSX | 122 funds | $3.5B |
| APPLE INCAAPL | 121 funds | $57.6B |
| ALPHABET INC-CL CGOOG | 121 funds | $22.3B |
| EXXON MOBIL CORPXOM | 121 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 120 funds | $30.8B |
Ranked by how many of SWX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.