Southwest Airlines Ownership | Who Owns Southwest Airlines?
Southwest Airlines Ownership Summary
Southwest Airlines is owned by 91.03% institutional investors, 0.35% insiders, and 8.62% retail investors. Vanguard group is the largest institutional shareholder, holding 11.32% of LUV shares. Vanguard PRIMECAP Inv is the top mutual fund, with 4.24% of its assets in Southwest Airlines shares.
LUV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southwest Airlines | 91.03% | 0.35% | 8.62% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Idea | Travel Stocks List | 59.04% | 12.77% | 28.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 67.60M | 11.32% | $1.93B |
| Capital world investors | 57.92M | 9.70% | $1.66B |
| Primecap management co/ca/ | 49.91M | 8.36% | $1.43B |
| State street | 39.70M | 6.65% | $1.14B |
| Blackrock | 34.01M | 5.70% | $973.16M |
| Price t rowe associates inc /md/ | 28.01M | 4.69% | $801.41M |
| Franklin resources | 20.58M | 3.45% | $588.75M |
| Geode capital management | 13.99M | 2.34% | $399.69M |
| Artisan partners limited partnership | 10.78M | 1.81% | $308.51M |
| Ameriprise financial | 9.57M | 1.60% | $273.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oldfield partners llp | 1.90M | 10.25% | $54.22M |
| U s global investors | 3.66M | 9.32% | $98.31M |
| Kiltearn partners llp | 1.49M | 5.18% | $42.75M |
| Provident trust | 7.84M | 4.16% | $224.16M |
| Diameter capital partners lp | 1.00M | 3.37% | $28.61M |
| Towle | 758.29K | 2.84% | $21.69M |
| Greenbrier partners capital management | 1.12M | 2.64% | $32.05M |
| Parus finance (uk) | 314.80K | 2.60% | $9.01M |
| Twin lakes capital management | 127.60K | 2.49% | $3.65M |
| Hedges asset management | 107.90K | 2.22% | $3.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Franklin resources | 20.58M | 0.18% | 7.05M |
| Elliott investment management | 6.00M | 0.99% | 6.00M |
| Price t rowe associates inc /md/ | 28.01M | 0.10% | 4.55M |
| Jpmorgan chase | 5.05M | 0.01% | 3.03M |
| Bank of montreal /can/ | 2.92M | 0.02% | 2.34M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 26.49K | 0.00% | -10.37M |
| Capital world investors | 57.92M | 0.27% | -3.50M |
| T. rowe price investment management | 8.13M | 0.15% | -3.16M |
| Ing groep nv | - | - | -2.33M |
| Healthcare of ontario pension plan trust fund | - | - | -1.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Elliott investment management | 6.00M | 0.99% | 6.00M | $171.66M |
| Norges bank | 1.33M | 0.01% | 1.33M | $37.98M |
| Diameter capital partners lp | 1.00M | 3.37% | 1.00M | $28.61M |
| Arrowmark colorado | 406.70K | 0.14% | 406.70K | $11.64M |
| Susquehanna fundamental investments | 296.35K | 0.20% | 296.35K | $8.48M |
Sold Out
| Holder | Change |
|---|---|
| Fortis advisors | -1.00 |
| Td capital management | -1.00 |
| Financial gravity asset management | -2.00 |
| Tfo-tdc | -4.00 |
| Rfp financial group | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 828 | 2.60% | 545,248,225 | 1.63% | 91 | 1.13% | 331 | 2.16% | 305 | 7.02% |
| Jun 30, 2024 | 794 | -5.25% | 536,211,271 | 12.15% | 89 | 1.40% | 316 | -4.24% | 282 | -10.48% |
| Mar 31, 2024 | 838 | -0.24% | 478,137,457 | 0.56% | 80 | 1.25% | 330 | -3.51% | 315 | 1.29% |
| Dec 31, 2023 | 840 | 1.69% | 475,476,781 | -0.38% | 79 | 1.25% | 342 | 7.89% | 311 | 1.63% |
| Sep 30, 2023 | 826 | -9.23% | 477,291,792 | 2.28% | 80 | 1.30% | 317 | -4.23% | 306 | -11.30% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard PRIMECAP Inv | 25.40M | 4.24% | - |
| American Funds American Balanced A | 21.61M | 3.61% | - |
| Vanguard Total Stock Mkt Idx Inv | 19.02M | 3.17% | -69.97K |
| Putnam US Large Cap Value Equity | 16.17M | 2.70% | 5.82M |
| Putnam Large Cap Value A | 16.17M | 2.70% | 352.22K |
| Vanguard Institutional 500 Index Trust | 15.88M | 2.65% | 182.88K |
| Vanguard Mid Cap Index Institutional | 12.71M | 2.12% | 22.93K |
| Capital Group Growth Fnd of Amer Comp | 12.47M | 2.08% | - |
| American Funds Growth Fund of Amer A | 12.47M | 2.08% | - |
| Capital Group Wash Mutual Invtrs Comp | 10.06M | 1.68% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 06, 2024 | Rutherford Linda B. | Chief Administration Officer | Sell | $132.39K |
| Oct 28, 2024 | Elliott Investment Management L.P. | - | Sell | $35.91M |
| Oct 01, 2024 | GANGWAL RAKESH | - | Buy | $1.85M |
| Oct 01, 2024 | GANGWAL RAKESH | - | Buy | $1.19M |
| Oct 01, 2024 | GANGWAL RAKESH | - | Buy | $1.38M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 131 | 1 |
| 2024 Q3 | 63 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
LUV Ownership FAQ
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