Southwest Airlines Company (LUV) Ownership

27.29 ↓2.02 (-6.88%)

As of April 25, 2024, 3:48pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southwest Airlines Company (LUV), owning a total of 65.4 million shares. Combined, the top 29 institutional holders of LUV own 70.46% of the company with a total of 420.3 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of LUV by 10.3 million shares. 12 institutions bought 19,865,445 total additional shares and increased their ownership by an average of 16.01%. However 8 institutions sold 9,538,562 total shares and decreased their ownership by an average of 6.71%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Southwest Airlines Company increased by a net total of 10,326,883 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.965%	-0.263%	65,421,338	-172,355	2023-12-31
Capital World Investors	8.963%	21.449%	53,475,988	9,444,279	2023-12-31
PRIMECAP Management Company	8.287%	-0.706%	49,444,947	-351,600	2023-12-31
State Street Corporation	6.808%	1.869%	40,618,066	745,262	2023-12-31
BlackRock Inc	5.522%	2.317%	32,944,542	745,981	2023-12-31
T. Rowe Price Associates, Inc.	4.020%	-5.547%	23,987,675	-1,408,744	2023-12-31
Putnam Investments LLC	2.206%	8.618%	13,161,598	1,044,292	2023-12-31
Geode Capital Management, LLC	2.196%	3.327%	13,100,269	421,841	2023-12-31
Artisan Partners Limited Partnership	1.809%	0.439%	10,790,654	47,119	2023-12-31
T. Rowe Price Investment Management,Inc.	1.710%	-40.961%	10,200,940	-7,077,247	2023-12-31
Ameriprise Financial Inc	1.663%	-4.042%	9,923,652	-418,040	2023-12-31
American Century Companies Inc	1.377%	4.922%	8,213,015	385,296	2023-12-31
Wellington Management Company LLP	1.317%	75.240%	7,855,119	3,372,617	2023-12-31
Provident Trust Company	1.274%	6.450%	7,599,210	460,480	2023-12-31
Morgan Stanley - Brokerage Accounts	1.204%	-0.069%	7,182,179	-4,951	2023-12-31
US Global Investors Inc	1.041%	24.910%	6,210,347	1,238,468	2023-12-31
FMR Inc	0.980%	26.204%	5,849,078	1,214,466	2023-12-31
Dimensional Fund Advisors, Inc.	0.894%	-0.782%	5,334,447	-42,018	2023-12-31
Amvescap Plc.	0.888%	16.375%	5,296,939	745,344	2023-12-31
Northern Trust Corp	0.805%	-1.307%	4,803,326	-63,607	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.965%	-0.263%	65,421,338	-172,355	2023-12-31
Capital World Investors	8.963%	21.449%	53,475,988	9,444,279	2023-12-31
PRIMECAP Management Company	8.287%	-0.706%	49,444,947	-351,600	2023-12-31
State Street Corporation	6.808%	1.869%	40,618,066	745,262	2023-12-31
BlackRock Inc	5.522%	2.317%	32,944,542	745,981	2023-12-31
T. Rowe Price Associates, Inc.	4.020%	-5.547%	23,987,675	-1,408,744	2023-12-31
Putnam Investments LLC	2.206%	8.618%	13,161,598	1,044,292	2023-12-31
Geode Capital Management, LLC	2.196%	3.327%	13,100,269	421,841	2023-12-31
Artisan Partners Limited Partnership	1.809%	0.439%	10,790,654	47,119	2023-12-31
T. Rowe Price Investment Management,Inc.	1.710%	-40.961%	10,200,940	-7,077,247	2023-12-31
Ameriprise Financial Inc	1.663%	-4.042%	9,923,652	-418,040	2023-12-31
American Century Companies Inc	1.377%	4.922%	8,213,015	385,296	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	1.331%	-29.684%	7,939,635	-3,351,653	2023-09-30
Wellington Management Company LLP	1.317%	75.240%	7,855,119	3,372,617	2023-12-31
JPMorgan Chase & Co	1.275%	-20.323%	7,607,067	-1,940,327	2023-09-30
Provident Trust Company	1.274%	6.450%	7,599,210	460,480	2023-12-31
Morgan Stanley - Brokerage Accounts	1.204%	-0.069%	7,182,179	-4,951	2023-12-31
US Global Investors Inc	1.041%	24.910%	6,210,347	1,238,468	2023-12-31
FMR Inc	0.980%	26.204%	5,849,078	1,214,466	2023-12-31
Dimensional Fund Advisors, Inc.	0.894%	-0.782%	5,334,447	-42,018	2023-12-31
Amvescap Plc.	0.888%	16.375%	5,296,939	745,344	2023-12-31
Northern Trust Corp	0.805%	-1.307%	4,803,326	-63,607	2023-12-31
Millennium Management LLC	0.658%	20.869%	3,915,918	676,120	2022-12-31
Lazard Asset Management LLC	0.604%	1.864%	3,592,071	65,713	2022-09-30
Bank of New York Mellon Corp	0.576%	0.983%	3,424,695	33,341	2022-12-31
Balyasny Asset Management LLC	0.573%	122.302%	3,404,825	1,873,207	2022-09-30
Bank of America Corp	0.558%	-9.606%	3,316,119	-352,385	2022-09-30
Charles Schwab Investment Management Inc	0.498%	2.705%	2,955,609	77,842	2022-09-30
Prudential Financial Inc	0.460%	382.082%	2,729,729	2,163,492	2022-06-30

Mutual Fund Ownership

2ndVote Advisers LIF Index is the biggest individual fund holder of Southwest Airlines Company (LUV), owning a total of 65 million shares. Combined, the top 33 mutual fund holders of LUV own 59.30% of the company with a total of 354.2 million shares.

In the latest ownership report on March 31st 2024, the top 33 fund holders increased their combined ownership of LUV by 271 thousand shares. 1 funds bought 327,230 total additional shares and increased their ownership by an average of 4.72%. However 1 funds sold 55,932 total shares and decreased their ownership by an average of 0.77%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Southwest Airlines Company increased by a net total of 271,298 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Putnam Large Cap Value A	1.214%	4.720%	7,260,548	327,230	2024-03-31
SPDR® S&P 500 ETF Trust	1.200%	-0.773%	7,181,673	-55,932	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
2ndVote Advisers LIF Index	10.899%	0.000%	64,972,983	0	2023-03-31
Vanguard PRIMECAP Inv	4.246%	-0.147%	25,401,478	-37,500	2023-12-31
American Funds American Balanced A	4.114%	39.752%	24,609,018	7,000,000	2023-12-31
Vanguard Total Stock Mkt Idx Inv	3.125%	-0.293%	18,698,100	-54,939	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	1.961%	18,427,274	354,454	2023-03-31
Vanguard Institutional 500 Index Trust	2.489%	1.050%	14,888,408	154,630	2024-02-29
Vanguard 500 Index Investor	2.407%	0.635%	14,338,579	90,437	2023-08-31
Vanguard Mid Cap Index Institutional	2.227%	-0.267%	13,320,948	-35,617	2024-02-29
Capital Group Wash Mutual Invtrs Comp	1.803%	-30.458%	10,784,796	-4,723,621	2023-12-31
American Funds Washington Mutual A	1.803%	-30.458%	10,784,796	-4,723,621	2023-12-31
American Funds Growth Fund of Amer A	1.293%	50.464%	7,735,000	2,594,224	2023-12-31
Capital Group Growth Fnd of Amer Comp	1.293%	50.464%	7,735,000	2,594,224	2023-12-31
Vanguard Capital Opportunity Inv	1.288%	0.000%	7,705,679	0	2023-12-31
Putnam Large Cap Value A	1.214%	4.720%	7,260,548	327,230	2024-03-31
SPDR® S&P 500 ETF Trust	1.200%	-0.773%	7,181,673	-55,932	2024-03-31
Fidelity 500 Index	1.195%	1.016%	7,149,476	71,939	2024-02-29
Putnam US Large Cap Value Equity	1.159%	2.053%	6,933,318	139,487	2023-12-31
Fidelity® 500 Index	1.157%	0.803%	6,896,644	54,944	2023-10-31
US Global Jets ETF	1.042%	-0.338%	6,210,347	-21,048	2023-12-29
iShares Core S&P 500 ETF	1.034%	0.740%	6,185,064	45,440	2024-03-28
Hartford Dividend and Growth Y	1.021%	0.000%	6,109,713	0	2024-02-29
Vanguard PRIMECAP Core Inv	1.007%	-0.776%	6,021,269	-47,100	2023-12-31
T. Rowe Price US Mid-Cap Value Equity	0.974%	27.226%	5,801,497	1,241,500	2023-06-30
Vanguard Value Index Inv	0.873%	0.605%	5,199,919	31,263	2023-08-31
T. Rowe Price Mid-Cap Value	0.862%	-11.445%	5,137,504	-663,993	2023-09-30
Vanguard Mid-Cap Value ETF	0.860%	-3.353%	5,118,463	-177,584	2023-06-30
T. Rowe Price US Lg-Cp Equity Inc Comp	0.854%	1.288%	5,110,000	65,000	2023-12-31
T. Rowe Price Equity Income	0.854%	1.288%	5,110,000	65,000	2023-12-31
T. Rowe Price Mid-Cap Growth	0.837%	-41.239%	4,993,900	-3,504,700	2023-12-31
T. Rowe Price US Mid-Cap Growth Equity	0.835%	-41.239%	4,993,900	-3,504,700	2023-12-31
American Century U.S. Mid Cap Value	0.768%	7.584%	4,569,372	322,098	2022-12-31
American Century Mid Cap Value Inv	0.768%	7.584%	4,569,372	322,098	2022-12-31
Vanguard Institutional Index I	0.708%	-1.117%	4,201,328	-47,444	2022-11-30