Southwest Airlines (LUV) Institutional Ownership

$27.23

-0.85 (-3.03%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 80.82%
Number of Institutional Buyers (last 12 months): 330
Total Institutional Inflows (last 12 months): $1.57B

Number of Institutional Sellers (last 12 months): 301
Total Institutional Outflows (last 12 months): $784.21M

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LUV Institutional Buying and Selling by Quarter

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Southwest Airlines Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	12,559	$359K	0.0%	-3.8%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	147,863	$4.23M	0.0%	+14.1%	0.025%
7/25/2024	Beacon Capital Management LLC	1,195	$34K	0.0%	-47.6%	0.000%
7/24/2024	New York State Teachers Retirement System	507,738	$14.53M	0.0%	-5.2%	0.085%
7/24/2024	Louisiana State Employees Retirement System	33,900	$970K	0.0%	-2.3%	0.006%
7/24/2024	U S Global Investors Inc.	3,662,890	$98.31M	9.3%	-9.3%	0.612%
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7/23/2024	Lecap Asset Management Ltd.	24,302	$695K	0.2%	N/A	0.004%
7/22/2024	Chevy Chase Trust Holdings LLC	330,997	$9.47M	0.0%	-1.1%	0.055%
7/20/2024	Nisa Investment Advisors LLC	121,486	$3.50M	0.0%	-9.8%	0.020%
7/19/2024	Hedges Asset Management LLC	107,900	$3.09M	2.2%	+16.1%	0.018%
7/19/2024	Raymond James & Associates	629,872	$18.02M	0.0%	+31.6%	0.105%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	337,402	$9.65M	0.0%	-4.7%	0.056%
7/19/2024	TCW Group Inc.	270,891	$7.75M	0.1%	-21.5%	0.045%
7/19/2024	Sumitomo Life Insurance Co.	7,923	$227K	0.0%	-8.3%	0.001%
7/18/2024	Gradient Investments LLC	407,175	$11.65M	0.3%	+20.4%	0.068%
7/18/2024	Blue Trust Inc.	8,246	$241K	0.0%	+13.4%	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	7,473	$214K	0.1%	-62.1%	0.001%
7/18/2024	Portside Wealth Group LLC	24,101	$690K	0.1%	-8.3%	0.004%
7/18/2024	Silver Lake Advisory LLC	16,018	$458K	0.1%	N/A	0.003%
7/17/2024	Baader Bank Aktiengesellschaft	14,594	$417K	0.0%	N/A	0.002%
7/17/2024	Country Club Bank	109,447	$3.12M	0.2%	-20.0%	0.018%
7/16/2024	GPS Wealth Strategies Group LLC	1,487	$43K	0.0%	+35.4%	0.000%
7/16/2024	ORG Partners LLC	4,313	$121K	0.0%	N/A	0.001%
7/16/2024	TRUE Private Wealth Advisors	18,020	$516K	0.1%	-4.7%	0.003%
7/16/2024	V Square Quantitative Management LLC	7,374	$211K	0.0%	+18.9%	0.001%
7/16/2024	Great Valley Advisor Group Inc.	8,004	$229K	0.0%	N/A	0.001%
7/16/2024	Sequoia Financial Advisors LLC	10,797	$309K	0.0%	+5.0%	0.002%
7/15/2024	Financial Partners Group LLC	57,687	$1.65M	0.6%	+53.1%	0.010%
7/15/2024	Securian Asset Management Inc.	34,410	$984K	0.0%	-2.1%	0.006%
7/15/2024	Czech National Bank	114,041	$3.26M	0.0%	+8.6%	0.019%
7/12/2024	Diversify Advisory Services LLC	10,518	$289K	0.0%	-57.7%	0.002%
7/12/2024	Gateway Investment Advisers LLC	13,766	$394K	0.0%	+15.8%	0.002%
7/12/2024	Opal Wealth Advisors LLC	4,147	$119K	0.0%	N/A	0.001%
7/11/2024	U.S. Capital Wealth Advisors LLC	22,370	$640K	0.0%	+4.8%	0.004%
7/11/2024	Smith Anglin Financial LLC	133,707	$3.83M	0.4%	-4.9%	0.022%
7/10/2024	Valeo Financial Advisors LLC	17,087	$489K	0.0%	+12.8%	0.003%
7/10/2024	Olstein Capital Management L.P.	193,000	$5.52M	1.0%	-28.5%	0.032%
7/10/2024	CVA Family Office LLC	1,034	$30K	0.0%	+179.5%	0.000%
7/9/2024	Fulton Bank N.A.	14,430	$413K	0.0%	-26.0%	0.002%
7/9/2024	Lynx Investment Advisory	3,421	$98K	0.1%	N/A	0.001%
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7/9/2024	Mather Group LLC.	4,237	$124K	0.0%	+260.6%	0.001%
7/9/2024	Leibman Financial Services Inc.	153,851	$4.40M	3.3%	+11.9%	0.026%
7/8/2024	Douglas Lane & Associates LLC	32,572	$932K	0.0%	-23.6%	0.005%
7/8/2024	Bank & Trust Co	1,389	$40K	0.0%	N/A	0.000%
7/8/2024	Beach Investment Counsel Inc. PA	4,904	$140K	0.0%	N/A	0.001%
7/8/2024	Versant Capital Management Inc	1,412	$40K	0.0%	+42.6%	0.000%
7/5/2024	DNB Asset Management AS	29,493	$844K	0.0%	+19.3%	0.005%
7/3/2024	Partnership Wealth Management LLC	3,218	$92K	0.1%	-63.5%	0.001%
7/2/2024	GAMMA Investing LLC	6,724	$192K	0.0%	+43.7%	0.001%
6/11/2024	EverSource Wealth Advisors LLC	2,432	$71K	0.0%	-12.7%	0.000%
6/4/2024	DekaBank Deutsche Girozentrale	54,048	$1.56M	0.0%	-4.7%	0.009%
5/29/2024	Soltis Investment Advisors LLC	20,291	$592K	0.1%	N/A	0.003%
5/28/2024	Teachers Retirement System of The State of Kentucky	48,699	$1.42M	0.0%	-4.9%	0.008%
5/24/2024	Cetera Advisors LLC	30,360	$886K	0.0%	+98.2%	0.005%
5/24/2024	Cetera Investment Advisers	115,487	$3.37M	0.0%	+244.7%	0.019%
5/22/2024	Burney Co.	16,608	$485K	0.0%	-2.9%	0.003%
5/20/2024	Virtu Financial LLC	109,244	$3.19M	0.2%	N/A	0.018%
5/20/2024	Pacific Center for Financial Services	2,607	$76K	0.0%	+30.4%	0.000%
5/17/2024	Wahed Invest LLC	2,895	$85K	0.0%	N/A	0.000%
5/17/2024	Vista Investment Partners LLC	53,009	$1.55M	0.5%	N/A	0.009%
5/17/2024	Comerica Bank	100,600	$2.94M	0.0%	-2.5%	0.017%
5/17/2024	Tidal Investments LLC	100,351	$2.93M	0.0%	+26.0%	0.017%
5/16/2024	California State Teachers Retirement System	247,876	$7.24M	0.0%	-12.8%	0.041%
5/16/2024	Meiji Yasuda Life Insurance Co	9,800	$286K	0.0%	N/A	0.002%
5/16/2024	B. Riley Wealth Advisors Inc.	10,756	$291K	0.0%	+15.5%	0.002%
5/16/2024	Jacobs Levy Equity Management Inc.	188,347	$5.50M	0.0%	+23.6%	0.031%
5/16/2024	Bayesian Capital Management LP	61,502	$1.80M	0.2%	-17.7%	0.010%
5/15/2024	Transcendent Capital Group LLC	7,345	$214K	0.1%	N/A	0.001%
5/15/2024	Evergreen Wealth Solutions LLC	13,004	$380K	0.3%	-11.7%	0.002%
5/15/2024	Public Employees Retirement System of Ohio	235,520	$6.88M	0.0%	-8.8%	0.039%
5/15/2024	Kiltearn Partners LLP	1,822,883	$53.19M	4.9%	-26.2%	0.305%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	19,690	$575K	0.0%	-7.3%	0.003%
5/15/2024	Kentucky Retirement Systems	45,312	$1.32M	0.0%	-5.0%	0.008%
5/15/2024	Price T Rowe Associates Inc. MD	23,464,172	$684.92M	0.1%	-2.2%	3.921%
5/15/2024	BOKF NA	17,796	$519K	0.0%	+5.0%	0.003%
5/15/2024	Quadrature Capital Ltd	173,895	$5.07M	0.1%	-10.1%	0.029%
5/14/2024	Capital World Investors	61,422,187	$1.79B	0.3%	+14.9%	10.263%
5/14/2024	Capital International Sarl	13,231	$386K	0.0%	N/A	0.002%
5/14/2024	Toronto Dominion Bank	135,311	$3.95M	0.0%	-50.2%	0.023%
5/14/2024	Capital International Inc. CA	114,491	$3.34M	0.0%	+22.2%	0.019%
5/14/2024	Sheaff Brock Investment Advisors LLC	7,145	$209K	0.0%	-7.1%	0.001%
5/14/2024	Advisors Asset Management Inc.	21,173	$618K	0.0%	-7.3%	0.004%
5/14/2024	CreativeOne Wealth LLC	12,803	$374K	0.0%	+19.5%	0.002%
5/14/2024	Crewe Advisors LLC	1,560	$46K	0.0%	N/A	0.000%
5/14/2024	Meritage Group LP	8,106	$237K	0.0%	-24.5%	0.001%
5/14/2024	CANADA LIFE ASSURANCE Co	188,665	$5.51M	0.0%	+1.3%	0.032%
5/14/2024	Greenbrier Partners Capital Management LLC	1,120,078	$32.70M	3.0%	-0.5%	0.187%
5/13/2024	Delta Asset Management LLC TN	1,130	$33K	0.0%	-49.9%	0.000%
5/13/2024	UniSuper Management Pty Ltd	27,837	$813K	0.0%	+747.1%	0.005%
5/13/2024	O Shaughnessy Asset Management LLC	14,607	$426K	0.0%	+34.9%	0.002%
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5/11/2024	Covestor Ltd	1,479	$43K	0.0%	-71.7%	0.000%
5/11/2024	Edgestream Partners L.P.	34,115	$996K	0.0%	-77.2%	0.006%
5/11/2024	Chiron Capital Management LLC	20,900	$610K	0.6%	-24.8%	0.003%
5/10/2024	Acadian Asset Management LLC	4,120	$120K	0.0%	N/A	0.001%
5/10/2024	Vanguard Group Inc.	67,569,773	$1.97B	0.0%	+3.3%	11.291%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	80,552	$2.35M	0.0%	-8.3%	0.013%
5/10/2024	Mizuho Securities USA LLC	14,500	$423K	0.0%	N/A	0.002%
5/9/2024	Element Capital Management LLC	57,637	$1.68M	1.1%	N/A	0.010%
5/9/2024	Blair William & Co. IL	21,805	$636K	0.0%	-23.2%	0.004%
5/9/2024	Kingsview Wealth Management LLC	24,770	$723K	0.0%	-4.9%	0.004%

(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, 801 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 623 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 125,952,527 shares in the last 24 months. This purchase volume represents approximately $4.19B in transactions.
Which Southwest Airlines major shareholders have been selling company stock?: Of the 495 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. ($4.75M), 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 120,393,720 shares in the last 24 months. This volume of shares sold represents approximately $3.75B in transactions.