Southwest Airlines Ownership | Who Owns Southwest Airlines?
Southwest Airlines Ownership Summary
Southwest Airlines is owned by 89.82% institutional investors, 0.35% insiders, and 9.83% 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 | 89.82% | 0.35% | 9.83% |
Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
Idea | Travel Stocks List | 58.57% | 12.74% | 28.69% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 910 | 0.11% | 466,647,086 | 3.13% | 78 | 1.35% | 331 | -9.56% | 345 | 4.55% |
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 |
---|---|---|---|---|
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 | $1.38M |
Oct 01, 2024 | GANGWAL RAKESH | - | Buy | $1.19M |
Oct 01, 2024 | GANGWAL RAKESH | - | Buy | $5.49M |
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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