Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
383 institutional managers reported holding SWX for the quarter ended Mar 31, 2026. Together they hold about 89% of shares outstanding; the top 10 hold 52%. 80 opened new positions; 43 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 10.75M | 14.81% | $933.8M | added +4.5% | ≤2013 |
| Vanguard Group | 7.41M | 10.21% | $643.5M | added +5.4% | ≤2013 |
| FMR (Fidelity) | 5.16M | 7.11% | $448.5M | trimmed -8.6% | ≤2013 |
| Corvex Management LP (focused) | 4.32M | 5.95% | $375.2M | trimmed -14.2% | 2022 Q1 |
| State Street | 2.42M | 3.34% | $210.4M | added +3.5% | ≤2013 |
| Maverick Capital | 2.13M | 2.93% | $184.8M | added +3.9% | 2023 Q4 |
| Geode Capital | 1.71M | 2.35% | $148.4M | added +6.6% | ≤2013 |
| Adage Capital Partners GP, L.l.c. | 1.48M | 2.03% | $128.2M | trimmed -10.5% | 2023 Q2 |
| AQR Capital | 1.16M | 1.60% | $101.1M | added +92.6% | 2014 Q2 |
| Channing Capital Management, LLC | 1.11M | 1.52% | $96.2M | added +20% | 2022 Q1 |
| Principal Financial Group INC | 1.07M | 1.48% | $93.1M | trimmed -1.1% | ≤2013 |
| Dimensional Fund Advisors | 1.05M | 1.45% | $91.6M | trimmed -0.6% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 1.03M | 1.43% | $89.9M | added +175.8% | 2025 Q2 |
| GAMCO (Gabelli) | 966.1k | 1.33% | $83.9M | trimmed -4.8% | ≤2013 |
| River Road Asset Management, LLC | 903.8k | 1.25% | $78.5M | trimmed -2.5% | 2021 Q1 |
| BNY Mellon | 846.3k | 1.17% | $73.5M | added +11.4% | ≤2013 |
| Charles Schwab Investment Management | 834.0k | 1.15% | $72.5M | trimmed -6.5% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 829.6k | 1.14% | $72.1M | trimmed -3.7% | 2016 Q1 |
| Northern Trust | 794.3k | 1.09% | $69.0M | added +6.8% | ≤2013 |
| Gamco Investors, INC. et al | 782.8k | 1.08% | $68.0M | trimmed -4.5% | ≤2013 |
| Nomura Asset Management International INC. | 760.5k | 1.05% | $66.1M | trimmed -12.6% | 2025 Q4 |
| Brookfield CORP /ON/ | 699.6k | 0.96% | $60.8M | added +106.9% | 2025 Q4 |
| Goldman Sachs | 695.6k | 0.96% | $60.4M | added +49.1% | ≤2013 |
| Morgan Stanley | 670.3k | 0.92% | $58.2M | added +46.2% | ≤2013 |
| Zimmer Partners, LP | 606.9k | 0.84% | $52.7M | added +228.4% | 2024 Q3 |
| Balyasny Asset Management | 565.9k | 0.78% | $49.2M | opened | 2026 Q1 |
| UBS | 560.2k | 0.77% | $48.7M | added +59.3% | ≤2013 |
| Point72 | 514.8k | 0.71% | $44.7M | opened | 2026 Q1 |
| Nuveen | 491.8k | 0.68% | $42.7M | added +46.9% | ≤2013 |
| First Trust Advisors LP | 489.7k | 0.68% | $42.6M | trimmed -2.7% | ≤2013 |
| Victory Capital Management INC | 484.6k | 0.67% | $42.1M | added +0.6% | 2015 Q2 |
| Cohen & Steers | 462.7k | 0.64% | $40.2M | opened | 2026 Q1 |
| Renaissance Technologies | 459.0k | 0.63% | $39.9M | added +281.2% | 2025 Q1 |
| Citadel Advisors | 435.7k | 0.60% | $37.9M | added +84.3% | ≤2013 |
| Neuberger Berman Group LLC | 427.0k | 0.59% | $37.1M | added +15.3% | 2024 Q1 |
| Invesco | 425.2k | 0.59% | $36.9M | added +11.9% | ≤2013 |
| Bank OF America CORP /DE/ | 395.3k | 0.55% | $34.4M | added +54.8% | ≤2013 |
| Man Group | 287.6k | 0.40% | $25.0M | added +203% | 2023 Q4 |
| Jacobs Levy Equity Management, INC | 271.9k | 0.38% | $23.6M | added +206.5% | 2024 Q2 |
| NEW York State Common Retirement Fund | 261.3k | 0.36% | $22.7M | added +23.7% | ≤2013 |
| Barclays PLC | 249.3k | 0.34% | $21.7M | added +78.3% | ≤2013 |
| Wellington Management | 227.8k | 0.31% | $19.8M | added +18.4% | 2025 Q3 |
| Kayne Anderson Capital Advisors LP (focused) | 216.7k | 0.30% | $18.8M | opened | 2026 Q1 |
| Rhumbline Advisers | 214.7k | 0.30% | $18.7M | added +3% | ≤2013 |
| Algert Global LLC | 210.6k | 0.29% | $18.3M | added +241.9% | 2024 Q2 |
| Hudson Bay Capital | 178.4k | 0.25% | $15.5M | added +28% | 2025 Q3 |
| CalPERS | 178.0k | 0.24% | $15.5M | trimmed -6.5% | ≤2013 |
| Verbena Value LP (focused) | 166.2k | 0.23% | $14.4M | added +38.1% | 2025 Q4 |
| BW Gestao de Investimentos Ltda. | 165.3k | 0.23% | $14.4M | trimmed -5.5% | 2025 Q4 |
| Exchange Traded Concepts, LLC | 164.9k | 0.23% | $14.3M | added +8.7% | 2022 Q3 |
Largest 50 of 383 shown; the full ranked, searchable register is at boothcheck.com/holders/SWX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.