AI Holders Summary · Q1 2026

409 institutions reported SWX in Q1 2026. BlackRock, Inc. leads at 23.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$934M10.7M0.02%Q1 2026 02

FMR LLC

CIK 0000315066

$449M5.2M0.02%Q1 2026 03

Corvex Management LP

CIK 0001535472

$375M4.3M14.92%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$335M3.9M0.02%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$261M3.0M0.01%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$210M2.4M0.01%Q1 2026 07

MAVERICK CAPITAL LTD

CIK 0000934639

$185M2.1M2.13%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$148M1.7M0.01%Q1 2026 09

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$128M1.5M0.20%Q1 2026 10

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$101M1.2M0.05%Q1 2026 11

Channing Capital Management, LLC

CIK 0001302404

$95M1.1M2.19%Q2 2026 12

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$93M1.1M0.05%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$92M1.1M0.02%Q1 2026 14

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$90M1.0M0.06%Q1 2026 15

GABELLI FUNDS LLC

CIK 0001081407

$84M966K0.57%Q1 2026 16

River Road Asset Management, LLC

CIK 0001341401

$77M865K0.85%Q2 2026 17

Bank of New York Mellon Corp

CIK 0001390777

$74M846K0.01%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$72M834K0.01%Q1 2026 19

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$72M830K0.24%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$69M794K0.01%Q1 2026

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