Southwest Airlines (LUV) Institutional Ownership

$27.97
+0.61 (+2.23%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Southwest Airlines (NYSE:LUV)

Current
Institutional Ownership
Percentage
80.82%
Number of
Institutional Buyers
(last 12 months)
329
Total
Institutional Inflows
(last 12 months)
$2.41B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$868.25M
Get LUV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Southwest Airlines stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LUV Institutional Buying and Selling by Quarter

Southwest Airlines Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Greenbrier Partners Capital Management LLC1,120,078$32.70M3.0%-0.5%0.187%
5/13/2024Delta Asset Management LLC TN1,130$33K0.0%-49.9%0.000%
5/13/2024UniSuper Management Pty Ltd27,837$813K0.0%+747.1%0.005%
5/13/2024O Shaughnessy Asset Management LLC14,607$426K0.0%+34.9%0.002%
5/11/2024 Covestor Ltd1,479$43K0.0%-71.7%0.000%
5/11/2024 Edgestream Partners L.P.34,115$996K0.0%-77.2%0.006%
5/11/2024 Chiron Capital Management LLC20,900$610K0.6%-24.8%0.003%
5/10/2024 Acadian Asset Management LLC4,120$120K0.0%N/A0.001%
5/10/2024 Vanguard Group Inc.67,569,773$1.97B0.0%+3.3%11.291%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp80,552$2.35M0.0%-8.3%0.013%
5/10/2024 Mizuho Securities USA LLC14,500$423K0.0%N/A0.002%
5/9/2024 Element Capital Management LLC57,637$1.68M1.1%N/A0.010%
5/9/2024 Blair William & Co. IL21,805$636K0.0%-23.2%0.004%
5/9/2024 Kingsview Wealth Management LLC24,770$723K0.0%-4.9%0.004%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.493,954$14.42M0.0%+15.0%0.083%
5/9/2024 Monetta Financial Services Inc.30,000$876K0.8%N/A0.005%
5/9/2024 State Board of Administration of Florida Retirement System618,601$18.06M0.0%+3.0%0.103%
5/8/2024 West Wealth Group LLC6,883$201K0.1%N/A0.001%
5/8/2024 Heritage Wealth Advisors13,606$397K0.0%+328.1%0.002%
5/8/2024 ProShare Advisors LLC75,958$2.22M0.0%-3.3%0.013%
5/8/2024 Avantax Advisory Services Inc.29,112$850K0.0%-10.0%0.005%
5/8/2024 Qsemble Capital Management LP67,342$1.97M0.4%+72.6%0.011%
5/8/2024 Williams Jones Wealth Management LLC.130,394$3.81M0.0%-0.4%0.022%
5/8/2024 Thoroughbred Financial Services LLC7,323$213K0.0%-16.9%0.001%
5/7/2024 Concurrent Investment Advisors LLC19,780$577K0.0%-4.8%0.003%
5/7/2024Susquehanna Portfolio Strategies LLC372,615$10.88M0.3%-10.2%0.062%
5/7/2024 River Global Investors LLP47,135$1.38M0.3%-1.1%0.008%
5/7/2024 Swiss National Bank446,300$13.03M0.0%-3.7%0.075%
5/7/2024 Gibraltar Capital Management Inc.230,726$6.74M3.1%+1.7%0.039%
5/7/2024 Oppenheimer & Co. Inc.65,013$1.90M0.0%-33.7%0.011%
5/7/2024 AIA Group Ltd7,507$219K0.0%N/A0.001%
5/6/2024 Quantbot Technologies LP42,151$1.23M0.1%-25.5%0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.32,551$950K0.0%+17.7%0.005%
5/6/2024 Empirical Finance LLC21,306$622K0.0%+3.6%0.004%
5/6/2024 Duality Advisers LP52,013$1.52M0.1%N/A0.009%
5/4/2024 Geneos Wealth Management Inc.7,870$230K0.0%-9.1%0.001%
5/3/2024 Avidian Wealth Solutions LLC7,071$206K0.0%N/A0.001%
5/3/2024 Larson Financial Group LLC3,719$109K0.0%-54.9%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC334,652$9.77M0.0%-0.8%0.056%
5/3/2024 GSA Capital Partners LLP20,646$603K0.0%-37.5%0.003%
America’s worst nightmare? (Ad)

What This Group Has Planned for the 2024 Election Will Shock You Controversial new exposé reveals what’s really going on in America, what it means for your money, and what you must do to protect your assets before it’s too late.

Click here to watch this bombshell exposé now.
5/3/2024 BI Asset Management Fondsmaeglerselskab A S7,365$215K0.0%+29.4%0.001%
5/2/2024 First Command Advisory Services Inc.4,516$132K0.0%-23.2%0.001%
5/2/2024 Financial Counselors Inc.18,299$534K0.0%+2.7%0.003%
5/2/2024 Mutual of America Capital Management LLC78,254$2.28M0.0%-2.2%0.013%
5/2/2024 Daiwa Securities Group Inc.29,694$867K0.0%+21.0%0.005%
5/2/2024 Nordea Investment Management AB14,375$423K0.0%-9.2%0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.8,560$250K0.0%-5.5%0.001%
5/1/2024 Wakefield Asset Management LLLP8,474$247K0.1%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC12,793$373K0.0%-43.6%0.002%
5/1/2024 Mirae Asset Global Investments Co. Ltd.172,792$5.25M0.0%+111.2%0.029%
5/1/2024 Prosperity Consulting Group LLC13,415$392K0.0%-22.3%0.002%
5/1/2024 Sequoia Financial Advisors LLC10,287$300K0.0%-32.3%0.002%
5/1/2024 Diversify Advisory Services LLC24,880$726K0.0%N/A0.004%
4/30/2024 J.W. Cole Advisors Inc.7,192$210K0.0%N/A0.001%
4/30/2024 Retirement Systems of Alabama131,693$3.84M0.0%-85.6%0.022%
4/30/2024 North Star Investment Management Corp.3,119$91K0.0%-13.8%0.001%
4/30/2024 Norden Group LLC19,457$568K0.0%+29.8%0.003%
4/29/2024Commonwealth Equity Services LLC245,618$7.17M0.0%-8.2%0.041%
4/29/2024 Greenleaf Trust9,185$268K0.0%+16.1%0.002%
4/29/2024 Principal Financial Group Inc.682,512$19.92M0.0%+1.6%0.114%
4/29/2024 Benjamin F. Edwards & Company Inc.23,070$673K0.0%+25.6%0.004%
4/29/2024 Mn Services Vermogensbeheer B.V.60,300$1.76M0.0%N/A0.010%
4/29/2024 Bradley & Co. Private Wealth Management LLC4,500$131K0.1%-40.5%0.001%
4/26/2024 Securian Asset Management Inc.35,142$1.03M0.0%-6.7%0.006%
4/26/2024 Narwhal Capital Management11,212$327K0.0%-59.2%0.002%
4/26/2024 LifeSteps Financial Inc.2,689$78K0.1%N/A0.000%
4/26/2024 Yousif Capital Management LLC78,824$2.30M0.0%-4.8%0.013%
4/26/2024 Clear Creek Financial Management LLC12,676$370K0.0%+5.4%0.002%
4/26/2024 Sumitomo Life Insurance Co.8,638$252K0.0%-6.3%0.001%
4/26/2024 Triton Wealth Management PLLC11,252$327K0.2%-4.4%0.002%
4/25/2024 Lindbrook Capital LLC5,628$164K0.0%-50.3%0.001%
4/25/2024 New York State Teachers Retirement System535,572$15.63M0.0%+0.7%0.090%
4/25/2024 TRUE Private Wealth Advisors18,914$552K0.1%+8.8%0.003%
4/25/2024 Borer Denton & Associates Inc.7,535$220K0.1%-21.8%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.129,582$3.78M0.0%-5.9%0.022%
4/24/2024 Hedges Asset Management LLC92,900$2.71M1.9%+127.1%0.016%
4/24/2024 U S Global Investors Inc.4,038,185$117.88M9.7%-35.0%0.675%
4/24/2024 Smith Anglin Financial LLC140,598$4.10M0.4%+0.9%0.024%
4/23/2024 Global Retirement Partners LLC13,015$380K0.0%+6.4%0.002%
4/23/2024 Louisiana State Employees Retirement System34,700$1.01M0.0%-3.6%0.006%
4/23/2024 Venturi Wealth Management LLC3,304$96K0.0%+16.7%0.001%
4/23/2024 Amalgamated Bank165,560$4.83M0.0%+15.5%0.028%
4/23/2024 Gradient Investments LLC338,253$9.87M0.2%-10.6%0.057%
4/23/2024 New Mexico Educational Retirement Board30,004$876K0.0%-3.2%0.005%
4/23/2024 Oldfield Partners LLP2,438,100$71.17M9.6%-7.8%0.408%
4/23/2024 Raymond James Financial Services Advisors Inc.135,323$3.95M0.0%-17.9%0.023%
4/22/2024 Raymond James & Associates478,558$13.97M0.0%-5.6%0.080%
4/22/2024 Accordant Advisory Group Inc1,270$37K0.0%N/A0.000%
4/22/2024 Everpar Advisors LLC7,711$225K0.1%-46.6%0.001%
4/19/2024 Navigation Wealth Management Inc.7,302$213K86.2%-81.2%0.001%
How to Make 100X on the AI Boom (Ad)

For over four decades, Louis Navellier has found the very best tech stocks... Before the rest of the market.

Click for his six specific AI stock in the crosshairs
4/19/2024 Advisor Resource Council9,660$279K0.1%-34.8%0.002%
4/19/2024 Norden Group LLC272,398$7.95M0.1%+1,717.4%0.046%
4/19/2024 State of Alaska Department of Revenue64,743$1.89M0.0%+0.6%0.011%
4/19/2024 Olstein Capital Management L.P.270,000$7.88M1.3%+4.7%0.045%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.354,107$10.34M0.0%-3.2%0.059%
4/18/2024 Oxinas Partners Wealth Management LLC13,678$399K0.3%-18.3%0.002%
4/18/2024 Woodmont Investment Counsel LLC13,577$396K0.0%-10.4%0.002%
4/18/2024 Allspring Global Investments Holdings LLC28,857$842K0.0%-34.9%0.005%
4/18/2024 Oak Thistle LLC17,260$504K0.5%-48.7%0.003%
4/18/2024 Financial Partners Group LLC37,686$1.10M0.4%N/A0.006%
(Data available from 1/1/2016 forward)

LUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LUV shares?

During the previous two years, 810 institutional investors and hedge funds held shares of Southwest Airlines. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($3.89B), Vanguard Group Inc. ($1.97B), Capital World Investors ($1.54B), Primecap Management Co. CA ($1.43B), Price T Rowe Associates Inc. MD ($547.48M), Geode Capital Management LLC ($451.17M), and Putnam Investments LLC ($380.11M).Learn more on LUV's institutional investors.

What percentage of Southwest Airlines stock is owned by institutional investors?

80.82% of Southwest Airlines stock is owned by institutional investors. Learn more on LUV's institutional investor holdings.

Which institutional investors have been buying Southwest Airlines stock?

Of the 631 institutional investors that purchased Southwest Airlines stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($29.24M), Capital World Investors ($21.29M), Provident Trust Co. ($7.66M), Price T Rowe Associates Inc. MD ($4.99M), Barrow Hanley Mewhinney & Strauss LLC ($2.86M), Vanguard Group Inc. ($2.79M), and Ceredex Value Advisors LLC ($2.59M).

How much institutional buying is happening at Southwest Airlines?

Institutional investors have bought a total of 118,576,568 shares in the last 24 months. This purchase volume represents approximately $4.00B in transactions.

Which Southwest Airlines major shareholders have been selling company stock?

Of the 506 institutional investors that sold Southwest Airlines stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ontario Teachers Pension Plan Board ($40.99M), Price T Rowe Associates Inc. MD ($15.63M), Edmond DE Rothschild Holding S.A. ($6.40M), Putnam Investments LLC ($6.34M), U S Global Investors Inc. ($4.38M), New York State Common Retirement Fund ($3.57M), and Aviva PLC ($2.98M).

How much institutional selling is happening at Southwest Airlines?

Institutional investors have sold a total of 119,685,332 shares in the last 24 months. This volume of shares sold represents approximately $3.74B in transactions.


This page (NYSE:LUV) was last updated on 5/14/2024 by MarketBeat.com Staff

From Our Partners