Southwest Airlines (LUV) Institutional Ownership

$26.14
-0.27 (-1.02%)
(As of 05/3/2024 ET)

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

Current
Institutional Ownership
Percentage
80.82%
Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$2.57B
Number of
Institutional Sellers
(last 12 months)
326
Total
Institutional Outflows
(last 12 months)
$903.96M
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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
5/3/2024Avidian Wealth Solutions LLC7,071$206K0.0%N/A0.001%
5/3/2024Larson Financial Group LLC3,719$109K0.0%-54.9%0.001%
5/3/2024Chevy Chase Trust Holdings LLC334,652$9.77M0.0%-0.8%0.056%
5/3/2024GSA Capital Partners LLP20,646$603K0.0%-37.5%0.003%
5/3/2024BI Asset Management Fondsmaeglerselskab A S7,365$215K0.0%+29.4%0.001%
5/2/2024First Command Advisory Services Inc.4,516$132K0.0%-23.2%0.001%
5/2/2024Financial Counselors Inc.18,299$534K0.0%+2.7%0.003%
5/2/2024Mutual of America Capital Management LLC78,254$2.28M0.0%-2.2%0.013%
5/2/2024Daiwa Securities Group Inc.29,694$867K0.0%+21.0%0.005%
5/2/2024Nordea Investment Management AB14,375$423K0.0%-9.2%0.002%
5/2/2024Tokio 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%
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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%
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%
4/16/2024 MCF Advisors LLC1,381$40K0.0%+94.0%0.000%
4/16/2024 First Dallas Securities Inc.17,025$497K0.2%-8.3%0.003%
4/16/2024 Total Investment Management Inc.25,352$740K0.1%+88.2%0.004%
4/16/2024 Register Financial Advisors LLC1,661$48K0.0%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC24,390$712K0.0%+5.4%0.004%
4/15/2024 Brookstone Capital Management8,055$235K0.0%+5.0%0.001%
4/15/2024 Sunbelt Securities Inc.2,718$79K0.0%-20.1%0.000%
4/13/2024 Wallace Advisory Group LLC7,125$206K0.1%-36.7%0.001%
4/12/2024 Riverview Trust Co1,390$41K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC11,887$347K0.0%+49.9%0.002%
4/11/2024 International Assets Investment Management LLC8,685$253K0.0%-94.2%0.001%
4/11/2024 Douglas Lane & Associates LLC42,611$1.24M0.0%-20.9%0.007%
4/11/2024 &PARTNERS9,419$274K0.0%N/A0.002%
4/11/2024 Pflug Koory LLC17,456$510K0.3%+2.8%0.003%
4/10/2024 Partnership Wealth Management LLC8,808$257K0.2%-5.7%0.001%
4/10/2024 Polianta Ltd41,900$1.22M0.6%N/A0.007%
4/10/2024 Czech National Bank104,990$3.07M0.0%+0.6%0.018%
4/10/2024 Fulton Bank N.A.19,494$569K0.0%+4.0%0.003%
4/9/2024 Curbstone Financial Management Corp14,950$436K0.1%-4.8%0.003%
4/9/2024 Alaska Permanent Fund Corp25,368$740K0.0%-60.0%0.004%
4/9/2024 Mather Group LLC.1,175$34K0.0%N/A0.000%
4/5/2024 GAMMA Investing LLC4,680$137K0.0%+14.6%0.001%
4/5/2024 CWM LLC21,442$626K0.0%+10.7%0.004%
4/4/2024 Leibman Financial Services Inc.137,488$4.01M3.1%-10.7%0.023%
4/3/2024 Campbell Capital Management Inc.15,000$438K0.2%N/A0.003%
3/26/2024HighPoint Advisor Group LLC10,147$289K0.0%N/A0.002%
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3/25/2024Quadrature Capital Ltd193,484$5.59M0.1%-17.3%0.032%
3/22/2024PNC Financial Services Group Inc.73,359$2.12M0.0%-0.7%0.012%
3/15/2024B. Riley Wealth Advisors Inc.9,312$271K0.0%-13.4%0.002%
3/11/2024Vanguard Group Inc.65,421,338$1.89B0.0%-0.3%10.965%
3/8/2024ICA Group Wealth Management LLC1,015$29K0.0%N/A0.000%
3/5/2024Fisher Asset Management LLC9,604$277K0.0%N/A0.002%
3/1/2024Pineridge Advisors LLC1,100$32K0.0%N/A0.000%
2/28/2024American International Group Inc.156,303$4.51M0.0%-0.8%0.026%
2/28/2024EP Wealth Advisors LLC7,153$207K0.0%-68.3%0.001%
2/26/2024Centaurus Financial Inc.5,872$170K0.0%-5.2%0.001%
(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, 839 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. ($1.89B), 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 669 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), Ceredex Value Advisors LLC ($2.59M), and Prudential Financial Inc. ($2.16M).

How much institutional buying is happening at Southwest Airlines?

Institutional investors have bought a total of 118,782,295 shares in the last 24 months. This purchase volume represents approximately $4.05B in transactions.

Which Southwest Airlines major shareholders have been selling company stock?

Of the 514 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 ($3.59M), and Aviva PLC ($2.98M).

How much institutional selling is happening at Southwest Airlines?

Institutional investors have sold a total of 122,070,373 shares in the last 24 months. This volume of shares sold represents approximately $3.85B in transactions.


This page (NYSE:LUV) was last updated on 5/4/2024 by MarketBeat.com Staff

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