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Southwest Airlines (LUV) Institutional Ownership

$26.65
-0.19 (-0.71%)
(As of 09:04 AM ET)

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

Current
Institutional Ownership
Percentage
80.82%
Number of
Institutional Buyers
(last 12 months)
338
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$908.95M
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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
5/24/2024 Cetera Advisors LLC30,360$886K0.0%+98.2%0.005%
5/24/2024 Cetera Investment Advisers115,487$3.37M0.0%+244.7%0.019%
5/22/2024 Burney Co.16,608$485K0.0%-2.9%0.003%
5/20/2024 Virtu Financial LLC109,244$3.19M0.2%N/A0.018%
5/20/2024 Pacific Center for Financial Services2,607$76K0.0%+30.4%0.000%
5/17/2024 Wahed Invest LLC2,895$85K0.0%N/A0.000%
5/17/2024 Vista Investment Partners LLC53,009$1.55M0.5%N/A0.009%
5/17/2024 Comerica Bank100,600$2.94M0.0%-2.5%0.017%
5/17/2024 Tidal Investments LLC100,351$2.93M0.0%+26.0%0.017%
5/16/2024 California State Teachers Retirement System247,876$7.24M0.0%-12.8%0.041%
5/16/2024 Meiji Yasuda Life Insurance Co9,800$286K0.0%N/A0.002%
5/16/2024 B. Riley Wealth Advisors Inc.10,756$291K0.0%+15.5%0.002%
5/16/2024 Jacobs Levy Equity Management Inc.188,347$5.50M0.0%+23.6%0.031%
5/16/2024 Bayesian Capital Management LP61,502$1.80M0.2%-17.7%0.010%
5/15/2024 Transcendent Capital Group LLC7,345$214K0.1%N/A0.001%
5/15/2024 Evergreen Wealth Solutions LLC13,004$380K0.3%-11.7%0.002%
5/15/2024 Public Employees Retirement System of Ohio235,520$6.88M0.0%-8.8%0.039%
5/15/2024 Kiltearn Partners LLP1,822,883$53.19M4.9%-26.2%0.305%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund19,690$575K0.0%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems45,312$1.32M0.0%-5.0%0.008%
5/15/2024 Price T Rowe Associates Inc. MD23,464,172$684.92M0.1%-2.2%3.921%
5/15/2024 BOKF NA17,796$519K0.0%+5.0%0.003%
5/15/2024 Quadrature Capital Ltd173,895$5.07M0.1%-10.1%0.029%
5/14/2024 Capital World Investors61,422,187$1.79B0.3%+14.9%10.263%
5/14/2024 Capital International Sarl13,231$386K0.0%N/A0.002%
5/14/2024 Toronto Dominion Bank135,311$3.95M0.0%-50.2%0.023%
5/14/2024 Capital International Inc. CA 114,491$3.34M0.0%+22.2%0.019%
5/14/2024 Sheaff Brock Investment Advisors LLC7,145$209K0.0%-7.1%0.001%
5/14/2024 Advisors Asset Management Inc.21,173$618K0.0%-7.3%0.004%
5/14/2024 CreativeOne Wealth LLC12,803$374K0.0%+19.5%0.002%
5/14/2024 Crewe Advisors LLC1,560$46K0.0%N/A0.000%
5/14/2024 Meritage Group LP8,106$237K0.0%-24.5%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co188,665$5.51M0.0%+1.3%0.032%
5/14/2024 Greenbrier Partners Capital Management LLC1,120,078$32.70M3.0%-0.5%0.187%
5/13/2024 Delta Asset Management LLC TN1,130$33K0.0%-49.9%0.000%
5/13/2024 UniSuper Management Pty Ltd27,837$813K0.0%+747.1%0.005%
5/13/2024 O 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%
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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%
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%
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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%
(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, 812 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 ($1.79B), Primecap Management Co. CA ($1.43B), Price T Rowe Associates Inc. MD ($684.92M), 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 633 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 ($29.23M), 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 126,141,192 shares in the last 24 months. This purchase volume represents approximately $4.20B 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 ($16.15M), 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 121,068,953 shares in the last 24 months. This volume of shares sold represents approximately $3.78B in transactions.


This page (NYSE:LUV) was last updated on 5/28/2024 by MarketBeat.com Staff

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